Rate Engine Plus Data Integration Process

Your Delivery Team will use the following process to set up and configure utility-specific rates information for Rate Engine Plus:

Scoping: A product expert is assigned to review the utility’s rate attributes and confirm the applicable rate components for those plans with the support of rate subject matter experts from the utility.
Data Extract Build and Analysis: The utility works with the Delivery Team to build the required data files. The Delivery Team analyzes this data to confirm the quality standards are met for consumption by the Rate Engine Plus. This process generally consists of two phases:
- Phase 1 - Full Historical File Integration: For historical cost data display and rate analysis, the utility should perform one-time data file transfer for all periodic and historical data files that are applicable. The length of the history will be dictated by each utility’s requirements, but it should coincide with the length of history for which customer and billed usage data is being provided from the utility production billing system. This is typically January 1st of the previous calendar year to the present. For example, if your Delivery Team planned to launch your program for the first time on December 1, 2025, the team would need data going back to January 1, 2024.
- Phase 2 - Incremental File Integration: Ongoing data transfer frequency for each of the data elements is dependent on the frequency in which the data changes. Your Delivery Team will work with you to determine the data transfer frequency (weekly, daily) that is required.
Configuration and Quality Assurance: The client provides the Delivery Team with a set of sample test data for validation of the rate calculations done by the Rate Engine Plus. The Delivery Team tests the configurations using the test data sets provided by the client.
User Acceptance: The Delivery Team works with the client to conduct user acceptance testing of the calculations being presented by the end product prior to rollout.