Managing Insights
The Insights section of the Overview tab provides you with lists of insights associated with the account or billing account you are viewing in Account 360. Insights are informational and can point out areas where your key account might need attention. These insights are grouped by severity, and you can collapse and expand each severity category to view or hide the related insights.
Current insight types include:
- Billing insights: These insights identify accounts that have overdue amounts. The insights are triggered in your customer information system when an account has a past-due balance. The severity of these insights can be customized by your utility.
- Collections insights: These insights identify accounts that are in the collections or severance process. These insights are triggered in your customer information system when an account has been added to the collections or severance process. By default, collections insights are categorized as critical.
- Contract renewal insights: These insights notify users that there are service contracts that are expiring soon. These insights are triggered by the existence of opportunity records with the opportunity type of RENEW for the account. The close date of the opportunity determines the severity of the insight.
Note:
Oracle recommends that utilities use either billing insights or collections insights. If your utility uses both types of insights, it is possible that an account with an overdue balance will trigger both a billing insight and a collections insight.For additional information about setting up insights in your customer information system, see "Insight Types" in the Framework Administrative User Guide associated with your customer information system. Documentation for these systems is available in the Energy and Water Help Center.
Topics in this section include: