This section describes the steps involved in setting up usage adjustment profiles in Oracle Utilities Meter Data Management for use with the Rate Compare feature in Oracle Utilities Customer Self- Service.

This section provides an overview of the steps involved in setting up usage adjustment profiles. The sections that follow provide additional details and examples for each type of data that must be configured.

Create a characteristic type and values for each type of usage adjustment you wish to make available to customer self-service users. For example, to create a usage adjustment profile for use of an electric vehicle, you would create an "electric vehicle" characteristic type and define values for each type of electric vehicle users can select.

Example Characteristic Type:

Create profile measuring components for each characteristic type value. These measuring components will be used to store profile data for each type of usage adjustment.

Note: The base package does not include stand-alone measuring component/measuring component type business objects, but the demonstration database contains "Standalone Interval" and "Standalone Interval Measuring Component Type" business objects that can be used to create profile measuring components and types.

Example Profile Measuring Component Type:

Example "Nissan Leaf" Profile Measuring Component:

Example "Tesla Model S" Profile Measuring Component:

Example "Chevrolet Volt" Profile Measuring Component:

Create profile data for each profile measuring component. This data represents the impact of the usage adjustment on a customer's consumption.

Note that this profile data can (and often will) include negative interval values to represent the difference in consumption applicable for the usage adjustment type. For example, if an energy- efficient electric clothes dryer uses an average of 30 kilowatt hours less per month than an average electric clothes dryer, profile data for that appliance might be a "straight line" hourly profile (a profile in which all intervals are of the same value) in which each value equals "0.042" (30 kWh per month divided by an average of 720 hours per month).

Create a profile factor for each usage adjustment type. This factor should use the "Factor Characteristic Source N/A Algorithm" to derive the appropriate characteristic type value based on the factor value, and should reference the characteristic type created earlier.

Example Electric Vehicle Factor:

Example "Nissan Leaf" Factor Value

Example "Tesla Model S" Factor Value

Example "Chevrolet Volt" Factor Value

Create a usage calculation group that contains a "Profile Accumulation" usage calculation rule. This rule will calculate usage by accumulating historical usage with profile data. based on a selected profile factor value.

Note: Profile Accumulation rules should use eligibility criteria to ensure they are only executed when the "Calculation Mode" on the usage transaction is set to "Hypothetical Calculation" (D2HC).

Example: Profile Accumulation Usage Calculation Rule

Create an entry in the "CCB Rate Schedule" extendable lookup to associate the usage calculation group that contains the "Profile Accumulation" usage calculation rule to an applicable rate schedule in Oracle Utilities Customer Care and Billing.

Example CCB Rate Schedule extendable lookup:

Create an entry in the "Usage Adjustment Type" extendable lookup for each type of usage adjustment that will be available to customer self-service users. These entries are used in the Rate Compare Configuration section of the Self-Service Master Configuration (see below).

Example Electric Vehicle entry:

Configure the "Rate Compare Configuration" section of the Self-Service Master Configuration to associate usage adjustment factors and usage adjustment types with an applicable rate schedule in Oracle Utilities Customer Care and Billing (defined in the CCB Rate Schedule extendable lookup).

Example Self-Service Master Configuration: