Person - Person Portal
Select Menu > Customer Information > Person > Search and navigate to the Person Portal page to view additional information associated with a Person.
Depending on your implementations requirements, you may define additional zones to appear on this Portal.
The contents of this section describe the zones that are available on this portal page.
General Information
Person ID, Person Info are displayed.
Customer Notification Preferences
The Customer Notification Preferences Zone displays notification preferences for the customer in context.
The following table lists the notification types that may appear in this zone and the page to which you will be transferred to if you click on a hyperlink (if applicable).
Type
What Is Displayed
Bill Routing for each account the person receives a copy of the bill.
Type hyperlink navigates you to the Account – Persons tab
Customer Information: Customer Information hyperlink navigates you to the Account
Contact Method: Bill Route Type specified on the account
Contact Information: Contact details for the Bill Route Type defined for the account
PPB New Charge if the person has an active prepaid biller.
Type hyperlink navigates you to the Prepaid Biller Task
Customer Information: Customer Information hyperlink navigates you to Prepaid Biller Task
Contact Method: Notification Preference for how the customer will be notified each time a new charge is calculated (specified on the Prepaid Biller Task)
Contact Information: Contact details for the new charge Notification Preference
PPB Payment Request if the person has an active prepaid biller.
Type hyperlink navigates you to the Prepaid Biller Task
Customer Information: Customer Information hyperlink navigates you to Prepaid Biller Task
Contact Method: Notification Preference for how the customer will be notified when their prepaid balance is less than the required minimum balance (specified on the Prepaid Biller Task)
Contact Information: Contact details for the payment request Notification Preference
Quote Routing for each account where the person receives a copy of quotes.
Type hyperlink navigates you to the Account – Persons tab
Customer Information: Customer Information hyperlink navigates you to the Account
Contact Method: Quote Route Type specified on the account
Contact Information: Contact details for the Quote Route Type defined for the account
Statement Routing for each statement the person will receive.
Type hyperlink navigates you to the Statement Construct – Main tab
Customer Information: Customer Information hyperlink navigates you to Person
Contact Method: Statement Route Type specified on the statement construct
Contact Information: Contact details for the Statement Route Type defined for the statement construct for each statement
Self-Service Notification Preferences
This zone displays active notification preferences for the customer in context and is only applicable if your implementation integrates with Oracle Utilities Customer Self Service.
The applicable notification types (self-service task types) are defined on the Self-Service Integration master configuration.
The following details are displayed for each active notification task (self service task) and the page to which you will be transferred if you click on a hyperlink (if applicable):
• Notification Task Information – Summary information for each of the customer’s active notification tasks. The hyperlink navigates you to the notification task (self-service task).
• Account Info – Details of the account linked to the notification task (self-service task). The hyperlink navigates you to the account.
• CSS Web User – End customer’s User ID supplied by Oracle Utilities Customer Self Service when the customer registers for the notification task (self-service task).
• Delivery Types – List of customer’s preferred communication channels specified on the notification task (self-service task).
Self Service Payment Options
This zone provides the ability to add, edit, and delete payment options used in customer self-service. This information is only applicable if your implementation integrates with Oracle Utilities Customer Self Service.
Refer to the zone help for more details.