Using Billing Insights

Billing 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.

Billing insights are displayed individually as detail insights, or grouped into a summary insight if there are several of the same type and severity. Summarization is configurable in your customer information system using algorithms and insight settings. You can configure these algorithms and insights to use a summarization threshold. This threshold determines how many detail insights of the same type and severity are required to send a summary insight. Your CIS then sends either summary or detail insights to Account 360 based on these settings.

You can complete these tasks to view information about a billing insight:

• Click the View Details link on an individual billing insight to access the Billing tab in Account 360, where you can view additional details.
• Click the View List link on a summary billing insight to open the Insight List drawer. The list provides you with all of the individual insights that have been included in the summary insight. You can then click the View Details link on an individual insight to access the Billing tab, where you can view additional details.

View Billing Insights

To view billing insights:

1. Access Account 360 for your account.
2. Click the Overview tab.
3. Collapse and expand the severity categories as needed to view all of the insights for your account.
4. On a summary billing insight, click the View List link to open the Insight List on the right side of the screen. Click the X at the top right of the drawer to close the Insight List.
5. On a detail billing insight, whether in the Overview tab or in the Insight List, click the View Details link to navigate to the Billing tab of the associated billing account is displayed. See Using the Billing Tab for additional information.
6. Select the Overview tab for the appropriate account to return to your list of insights.