Billing Account Selector

The Billing Account Selector widget allows customers to select a billing account from a menu and view its energy use trends and insights. It is used in standalone implementations of the Digital Self-Service Energy Management web portal and the Energy Efficiency web portal.

Requirements

The main customer requirements for this widget are to send billing account data to Oracle Utilities Opower through the Account Data Transfer data feed, and to provide all authorized billing accounts for each username and login as part of the single sign-on (SSO) integration with Oracle. These requirements are typically addressed during the setup and launch phase of your program.

Limitations

Embedded Implementations: The Billing Account Selector is designed for use in standalone web portal implementations. It can be used in embedded implementations as well, but it is not recommended. This is because (1) any selections from the Billing Account Selector do not persist across other utility-hosted web pages, and (2) utility websites usually already have an account selector menu which will conflict with the Billing Account Selector.

User Experience

In the simplest case, the Billing Account Selector is displayed in a banner at the top of a page and contains a menu of billing account numbers and addresses. When the menu is selected and a new account is chosen, the widgets reload to reflect the selection.
Example screenshot showing a dropdown menu with three account numbers and their associated addresses. The last account and address is highlighted in blue as the selected option.

Note:

If the customer only has one billing account, the widget will not display.

If there are multiple premises associated with a billing account, then the premise addresses will be grouped within the billing account number and displayed as a list.
Example screenshot of a dropdown menu displaying three accounts. One account shows a single address, another lists two addresses, and the selected account is highlighted in blue with its address shown.

The behavior of the Billing Account Selector menu changes slightly depending on how many billing accounts there are.

  • If there is only one billing account, the Billing Account Selector does not display.
  • If there are 10 or fewer billing accounts, the Billing Account Selector displays but does not have a search field.
  • If there are more than 10 billing accounts, the Billing Account Selector displays a search field which you can use to filter through the account numbers.

User Experience Variations

Data Browser: Billing Account with Multiple Premises

If a billing account with multiple premises is selected, the Data Browser displays an additional submenu in the year view which contains a list of the associated service agreements grouped by premise. Customers can then use the submenu to select individual service agreements and view related monthly energy usage or cost information.

Data Browser: Premise with Multiple Service Points

If there are multiple service points within a service agreement, then the customer can go a level deeper and see energy cost or usage for each service point in the bill or day view of the Data Browser. In this case, the Data Browser displays a submenu showing all service points for the billing account grouped by service agreement and premise.