Using the Meter Insights Investigation Viewer

The Meter Insights and Investigations functionality leverages the Oracle Utilities Analytics Insights business flag integration to support receipt of revenue protection events (referred to as "insights") from Oracle Utilities Analytics Insights for research and investigation using Oracle Utilities Meter Data Management (or Oracle Utilities Meter Solution Cloud Service). Revenue protection insights sent from Oracle Utilities Analytics Insights for investigation are events that suggest potential theft or loss of revenue such as unexpected consumption from an inactive meter, evidence of meter tampering, discovery of an improperly installed meter (such as a meter installed upside down or in reverse), and so on. Insights received from Oracle Utilities Analytics Insights create business flags, which in turn create related Meter Insight Investigation service tasks (referred to as “investigations”). Business users can use the Meter Insights Investigations Viewer portal to search, view, and investigate these investigations. This portal is intended to provide as much investigative information as possible so as to allow the user to complete as much work as possible without leaving the portal.

Searching

Use the following procedure to search for investigations:

  1. Navigate to the portal by selecting Main, then Insights, then Meter Insights Investigation Viewer.

    By default the Investigations zone displays search results for unassigned records and records assigned to the current user.

  2. To search by specific search criteria or display the search criteria and filters, click the Show Filters link or icon. The Investigations zone expands to display the available search filters, including:

    • Business Flag Type

    • Address (including City and Postal Code)

    • Average Daily Usage

    • Priority

    • Service Type

    • Service Point Type 

    • Assigned to User ID

    • Flags to include Unassigned records, and investigations with current active field activities.

  3. Enter your search criteria and click Search.

The Investigations zone displays a default set of data about each investigation. To select the information to display for each, click the Display link or icon, select or deselect the data you wish to view or hide, and click Display. 

Viewing Service Issue Monitors and Consumption

To view additional information about an investigation, click the Expand Section icon in the far left column. The section expands to display:

  • Comments

  • Service Point Information

  • Field Work Information

  • A list of insights (business flags) related to the investigation

  • Consumption (a section similar to the Final Values Overlay zone in the 360 Degree View portal)

To view additional information about the investigation, service point, or field activity, click the icon at the end of its information string. A new browser window will open displaying the Service Task, Service Point tab of the 360 Degree View portal or Activity portal (respectively). This allows the user to investigate the issue in more detail as needed without having to navigate away from the Meter Insights Investigations Viewer portal.

To expand the Consumption section, click the Expand Section - Consumption icon on the far right side of the Consumption section heading. The section expands to display the following:

  • Parameters: The default parameters used to display consumption for the service point. This includes Measuring Component, Value Identifier Type, Start Date/Time, End Date/Time, Final Values Overlay Profile, and Event Bar Profile. These values are based on the Consumption Data Source parameters on the investigation’s Investigation Type (Service Task Type). The measuring component and value identifier type is based on service point type, interval/scalar flag, and UOM/TOU/SQI combination, and the date range is based on the start and end dates of the investigation and the Days Before to Graph and Days After to Graph parameters.

  • Values to Graph: A list of measuring components to graph, including measuring components defined in the current Final Values Overlay Profile, as well as other measuring components selected by the user.

  • Measurement Data: A graph and tabular display of the consumption and values to graph, and event bars based on the current Event Bar Profile.

To change the displayed consumption, adjust the Parameters and Values to Graph and click Load (in the Parameters section).

Working With Investigations

Users can also add comments, assign a recipient for To Do entries, and change the status of investigations from this portal. 

  • To add or edit a comment, click the Edit icon in the second column from the left. The Edit icon is replaced by a checkmark icon and an "X" icon, and a Comments box opens. Enter or edit the comment text and click the checkmark icon. To delete a comment, click the "X" icon.

    Comments are saved on the Investigation, and can be viewed from the Log tab on the Service Task portal.

  • To assign a recipient for To Do entries, click the Edit icon in the second column from the left. The Edit icon is replaced by a checkmark icon and an "X" icon, and the Assigned To column displays a drop-down list. Select the user to which To Do entries should be assigned, and click the checkmark icon.

  • To change the status of the investigation, click the icon in the Action column. A popup menu will open displaying available options including:

    • Initiate Field Work: Select this to create a field activity to investigate the issue from the field (this transitions the investigation to the Waiting for Field Work state).

    • Issue Resolved: Select this if the issue has been resolved (this transitions the investigation to the Issue Resolved state).

    • No Issue: Select this if there is no issue (this transitions the investigation to the No Issue state).

    • Inconclusive: Select this if/when the investigation is inconclusive (this transitions the investigation to the Inconclusive state).

    • Discarded: Select this to discard issue (this transitions the investigation to the Discarded state).

See  Meter Insights and Investigation Processing   in the Administrative User Guide for more information about what happens when the investigation enters one of these states.