Viewing Account Insights

The Insights section of the Overview tab provides you with lists of insights associated with the billing account you are viewing. The heading of the section includes the number of insights currently associated with the account. Insight types include:

• Collections insights: These insights are displayed for accounts that are currently in the collections process. These insights are all listed with a status badge of Critical, and they include the amount due. To view additional information, you can click on the View account debt link, which opens the Debt Summary drawer. From there you can click the View details link on an insight to open your Oracle Utilities customer information system.
• Payment arrangement insights: These insights are displayed for accounts that are currently enrolled in a payment arrangement. These insights are all listed with a status badge of Information, and they include the amount of the payment arrangement that will be included in the next bill. To view additional information, you can click on the View details link, which directs you to your Oracle Utilities customer information system.

If there are no insights to display for the customer, the section displays a message that the account has no insights. If there are multiple insights, the View all insights link appears at the bottom of the insight list. You can click this link to open the Insights drawer, which lists all available insights for the account.

This image shows an example of the Insights section:

Figure 5-9 Account Insights

View Account Insights

To view account insights:

1. View the Insights section of the Overview tab to determine if there are any insights for the account.
2. If there are more than 4 insights, click the View all insights link at the bottom of the list to open the Insight drawer on the right side of the screen.
3. Click the X at the top right of the drawer to close it.
4. Whether in the Overview tab or in the Insight drawer, complete one of these steps:
   • Click the View details link on an insight to view details in your Oracle Utilities customer information system. The system opens a new tab to display your information. For additional information about how to manage collections or payment plans, see the documentation for your Oracle Utilities customer information system in the Energy and Water Help Center.
   • Click the View account debt link on a collections insight to view details in the Debt Summary drawer.
5. When you are finished, close the tab or the drawer to return to the Customer Dashboard.