Customer Search

The Bill Advisor search tool allows CSRs to find and open a customer's account. Users can run a search based on the information below.

• Customer Account Number: The utility account number as it appears in the data transmitted to Oracle Utilities by the utility. This includes dashes, spaces, or any other characters included in the data. For the customer’s convenience, this number should match the account number located on their bill. If customers have more than one account number, additional fields will appear to allow users to search by any of the account numbers.
• First Name and/or Last Name: The account holder’s first and last name.

If the search returns one account, the account details appear. If the search returns more than one account, users can choose an account from the list of results to display the account details. CSRs may have the ability to search by email address. There may also be options to exclude inactive accounts or non-recipients of Home Energy Reports from the search results. The Bill Advisor product can display data for both recipients and non-recipients of Home Energy Reports.

Exact Searches

Exact searches require the user to know the full account number, first name, last name, or email address (if applicable) of the customer. By default, the check box for using exact searches is selected.

Wildcard Searches

Wildcard searches are enabled when the Exact Name Matches Only check box is cleared. A user may want to use a wildcard search when only a partial query term is available for a given search field. Wildcard searches can be performed on the account number, first name, and last name.