5 Using the Customer Dashboard

You use the Customer Dashboard to manage utility billing account information and transactions. The Customer Dashboard is available for contacts and prospects who are linked to one or more billing accounts, and not for contacts or accounts that exist only in the Oracle Fusion system or for vacant premises.

You access the Customer Dashboard by searching for a customer in the Person and Premise Search page tab, and then clicking on the Customer or Prospect hyperlink. Clicking a Customer link directs you to the Customer Dashboard. However, clicking a Prospect link will take you to the Customer Dashboard only if the prospect was previously attached to a utility billing account. Otherwise, clicking the Prospect link will take you to the Oracle Fusion Account page.

After accessing the Customer Dashboard, you can complete these tasks:

  • Use the account header to:
    • View basic information about the account
    • Access multiple billing accounts for your customer
    • Access your customer information system
    • Start service for an additional premise
    • Transfer service
    • Create service requests
    • Update communication preferences
    • View related parties
  • Use the Overview tab to:
    • Compare the current bill to previous bills
    • View financial history
    • View account debt information
    • View and access premise information
    • View account insights and warnings
    • View activities
  • Use the Billing tab to:
    • View financial history details
    • View billing highlights and program enrollment
    • Use the Billing History chart
  • Use the Usage tab to view and manage usage information.

This image identifies the key areas of the Customer Dashboard screen:

Figure 5-1 Customer Dashboard Overview


This image provides an example of the Customer Dashboard.

This table describes the main areas of the Customer Dashboard:

Table 5-1 Customer Dashboard Main Areas

Page Area Description
1. Account Header The account header provides you with basic information about the entity or account you are viewing. This information can include:
  • Contact name
  • Billing account number
  • Customer class
  • Contact phone
  • Contact email
  • Personal identifiers, such as date of birth or social security number.

If the contact you are viewing is attached to multiple utility billing accounts, an arrow appears next to the Account field that enables you to select the billing account you want to view.

2. Actions The dashboard also includes a View in CIS button that enables you to access the customer in your Oracle Utilities customer information system, and an action menu that enables you to:
  • Create a service request
  • Access your CIS to start service for an additional premise
  • Access your CIS to transfer service
  • Update communication preferences
  • View related parties
3. Tabs Each tab in the Customer Dashboard provides you with different information. The tab headers include important information, and the work area of the tabs include:
  • Overview tab: Displays basic information about the account's current status, including a comparison of recent and historic bills, premise details, insights, financial summary data and interactions. This tab is available for all contacts, regardless of whether they are attached to a billing account. However, the information displayed on the tab changes based on whether a billing account exists.
  • Billing tab: Displays billing history and details for the selected billing account.
  • Usage tab: Displays usage history and details for the selected billing account.
4. Work Area After you select a tab, the work area of the screen displays different information, and you can perform different tasks.

Tasks you can complete on the Overview tab include:

  • View basic information about the account
  • Compare the current bill to previous bills
  • View financial insights
  • View account insights and warnings
  • View activities
  • View all associated premises
  • Access premise details

Tasks you can complete on the Billing tab include:

  • View financial history details for bills, bill segments, payments, and adjustments
  • View billing highlights and program enrollments
  • View the billing history chart

Tasks you can complete on the Usage tab include:

  • Use the Usage Comparison Chart to view and compare usage data