Person and Premise Search Configurations

The Person and Premise Search includes search filters that are listed in a main list, and in sub-list categories for Primary Identifier and Geo Type. These search filters enable your agents to search for the right person or account using the right information. For example, your utility might use Driver's License Number as the primary identifier, while another utility might use Social Security Number. Your utility must determine which filters to include in the main list and in the sub-list categories. Using the information described in the tables below, your utility can rearrange the list, move items from a sub-list category to the main list, move items from the main list to a sub-list category, or remove items from the list.

Settings Data	Configuration	Comment
Name: CustomerList_Landing_Settings Key: filters Description: Default field mapping templates for Customer List Landing	For example, to add a new ID in the main list: { "name": "NewName", "label": "NewNameLabel "target-system": "{CCS/CX}", "value": "{VALUE}” }, For example, to remove Prior Billing Account ID from main list: Remove below section from filter section in CustomerList_Landing_Settings { "name": "PriorAccountNumber", "label": "Prior Billing Account ID", "target-system": "CCS", "value": "{\"name\":\"C1LA\",\"value\":\"${value}\"}" }, For example, to move filter item to the main list from the Primary Identifier sub-list: Cut the Driver Licenses section from the Primary Identifier sub-list and add it to the main list.	New filters should be added only under Geo Type and Primary Identifiers. You must first decide which labels you want to appear in the Person and Premise Search filter list, and create a configuration record for each item that displays.

Use this table to set up each filter configuration you want to add to the search filter:

Configuration	Type	Purpose
name	string	Unique identifier for the filter.
label	string	Label that displays for the filter.
target system	string	The target-system for data. This is set as a hard-coded value of CCS for Oracle Utilities Customer Cloud Service and Oracle Utilities Customer to Meter.
	string	JSON string representation of the filter with properties: Configuration: name Type: string Purpose: Unique identifier for the filter in target-system. Should be “C1GE” for “GeoType” and “C1ID” for “Primary Identifier” filters respectively for Oracle Utilities customer information systems. Configuration: value Type: string Purpose: Should be hard-coded to ${value} and would be used internally to pass the User input at run time. Configuration: class Type: string Purpose: Unique identifier for the filter in target-system. Set the value to the value that is defined in your Oracle Utilities customer information system.