Functional Overview

This section describes the functionalities of the business processes in this integration:

Data Synchronization

Data synchronization between the different components of Oracle Utilities Edge Distributed Energy Resources Management System and Oracle Utilities Customer Program Management Cloud Service enables the users to align the data between the components to facilitate the downstream business processes. It is a key step during the configuration and setup of the both Oracle Utilities Edge Distributed Energy Resources Management System platform and Oracle Utilities Customer Program Management Cloud Service. This integration facilitates the master data sync for the following areas:

• Network Location Sync: The network model maintained within Oracle Utilities Edge Distributed Energy Resources Management System that allows an electric service point to be hierarchically associated to a transformer, a feeder, and the substation. This information is synchronized with Oracle Utilities Customer Program Management Cloud Service to allow for the service point to be associated to the network location on the grid.

• Program Rule Sync: Oracle Utilities Customer Program Management Cloud Service is the source of truth for Program and Program Rules (Constraints) and allows the user to create and manage Programs and Program Rules association. This information is synchronized with Oracle Utilities Edge Distributed Energy Resources Management System to facilitate evaluation of these rules and constraints during device reservation for an upcoming event.

• Aggregator Sync: Oracle Utilities Customer Program Management Cloud Service is responsible for managing onboarding and maintaining the details of 3rd party Aggregator that facilitate communication with controllable devices. This information is synchronized with Oracle Utilities Edge Distributed Energy Resources Management System to facilitate device communication via these 3rd party Aggregators.

Customer data synchronization must also be in place from Oracle Utilities Customer Cloud Service or the CIS application to Oracle Utilities Customer Program Management Cloud Service and Oracle Utilities Edge Distributed Energy Resources Management System to make sure the customers exist in all the applications.

Enrollment/Unenrollment

Enrollment is the process of associating an eligible customer and their controllable devices(s) to a program. The enrollment process is performed in Oracle Utilities Customer Program Management Cloud Service, but it can also be initiated from an external application.

• For utility-owned and utility-installed controllable device(s), the enrollment process is initiated from Oracle Utilities Customer Program Management Cloud Service and leads to a work requested being created and sent to a field technician for the device installation.

• For customer-owned controllable devices, these are considered Bring your Own (BYO) devices, where the customer has installed the device(s). The enrollment requests typically originate from external entities like energy aggregators or head-end system providers.

• The enrollment requests sent to Oracle Utilities Customer Program Management Cloud Service comes from external systems, such as 3rd-party aggregators. When Oracle Utilities Customer Program Management Cloud Service receives the enrollment request, it starts the enrollment process.

Oracle Utilities Customer Program Management Cloud Service manages the program enrollment and unenrollment. It validates if customers are eligible to participate in specific programs and establishes the relationship between the customers, their controllable device(s), and the associated programs.

When the program enrollment/unenrollment is completed successfully, the customer's program enrollment or subscription is activated or deactivated in Oracle Utilities Customer Program Management Cloud Service which triggers enrollment synchronization to Oracle Utilities Edge Distributed Energy Resources Management System to send the customer's enrollment and controllable device(s) information.

The enrollment synchronization go out from Oracle Utilities Customer Program Management Cloud Service to update Oracle Utilities Edge Distributed Energy Resources Management System that a customer has enrolled or unenrolled in a program and their controllable device(s) is/are ready to participate or to be excluded from a DR event. The enrollment information is sent to Oracle Utilities Edge Distributed Energy Resources Management System one by one through a REST service call.

Note: For successful enrollment synchronization from Oracle Utilities Customer Program Management Cloud Service to Oracle Utilities Edge Distributed Energy Resources Management System, it is mandatory that customer information is first synchronized from the Customer Information System application or Oracle Utilities Customer Cloud Service to both Oracle Utilities Customer Program Management Cloud Service and Oracle Utilities Edge Distributed Energy Resources Management System.

Device Replacement

Controllable device replacements initiated in Oracle Utilities Customer Program Management Cloud Service will also synchronize the device information change to Oracle Utilities Edge Distributed Energy Resources Management System. This change goes out of Oracle Utilities Customer Program Management Cloud Service as part of the enrollment synchronization.

Event Participation

To ensure network stability during times of high demand, utilities plan and manage events designed to control energy consumption or production through controllable devices enrolled in specific programs.

When an enrollment synchronization message is successfully processed by Oracle Utilities Edge Distributed Energy Resources Management System, the corresponding device is enabled to participate in events associated with its enrolled program.

Oracle Utilities Edge Distributed Energy Resources Management System evaluates the following inputs to identify the most eligible set of controllable devices for an event:

• Device Score: Oracle Utilities Customer Program Management Cloud Service periodically calculates and publishes a device score value, along with an availability indicator, for each controllable device associated to an active program. The device score calculation algorithm within Oracle Utilities Customer Program Management Cloud Service takes into account multiple configurable factors, such as equipment specifications, monthly/annual capacity, remuneration and penalties, and participation history. The pre-built integration regularly transfers the device score file generated by Oracle Utilities Customer Program Management Cloud Service to Oracle Utilities Edge Distributed Energy Resources Management System.

• Load Reduction Forecast: Load reduction forecast for each metered service point that is associated to an active program on a daily basis is handled within Oracle Utilities Edge Distributed Energy Resources Management System using key inputs, such as energy consumption data, event participation outcomes, and weather forecasts.

A demand response event within Oracle Utilities Edge Distributed Energy Resources Management System may consist of multiple timeslots, referred to as Event Stages. Each stage represents a set of actions targeting a grid management objective and can control a group of devices enrolled in each program for a set timeframe within the overall event.

Each Event Stage corresponds to one program event in Oracle Utilities Customer Program Management Cloud Service. The Program Event business object lifecycle has been enhanced to mirror the Oracle Utilities Edge Distributed Energy Resources Management System event stages and its statuses.

While an event and its associated stages may transition through various statuses in Oracle Utilities Edge Distributed Energy Resources Management System, the ones considered relevant to be updated on Oracle Utilities Customer Program Management Cloud Service program event are as follows:

• SCHEDULED: Indicates that an event stage has been scheduled in Oracle Utilities Edge Distributed Energy Resources Management System, and an equivalent program event is created in Oracle Utilities Customer Program Management Cloud Service.

• CANCELED: A scheduled event or stage has been cancelled in Oracle Utilities Edge Distributed Energy Resources Management System, and the Oracle Utilities Customer Program Management Cloud Service program event will be transitioned from SCHEDULED to CANCELLED.

• IN PROGRESS: Status when a previously scheduled event has reached its configured start time in Oracle Utilities Edge Distributed Energy Resources Management System, and it will result in the Oracle Utilities Customer Program Management Cloud Service program event to transition from SCHEDULED to IN PROGRESS.

• COMPLETED: Status when an event that was previously 'IN PROGRESS' has reached the configured end time in Oracle Utilities Edge Distributed Energy Resources Management System, and it will transition the event from IN PROGRESS to COMPLETED in Oracle Utilities Customer Program Management Cloud Service.

Note: A stage can only be CANCELED after it has been SCHEDULED. If an event is canceled, all stages will be canceled too. Stages will transition according to their scheduled timing.

Oracle Utilities Edge Distributed Energy Resources Management System factors in the Device Score and Load Reduction Forecast to identify a list of controllable device for each event and its corresponding stage when they are 'Scheduled'. There are two separate device related event notifications sent from Oracle Utilities Edge Distributed Energy Resources Management System to Oracle Utilities Customer Program Management Cloud Service:

• Event Reservation: Oracle Utilities Edge Distributed Energy Resources Management System will transmit the list of devices reserved for each event stage to Oracle Utilities Customer Program Management Cloud Service. This enables tracking of program event-level participation and calculation of scores for the impacted controllable devices. Additionally, this information can serve as a trigger for notifying customers that their devices have been selected to participate in an upcoming event.

• Event Outcome: Upon completion of a demand response event, Oracle Utilities Edge Distributed Energy Resources Management System will receive the actual performance data for participating devices through Oracle Utilities Live Energy Connect. This event outcome information will then be shared with Oracle Utilities Customer Program Management Cloud Service, enabling updates to each device’s participation record and ensuring accurate incorporation into device score calculations.

Settlement

Oracle Utilities Customer Program Management Cloud Service is responsible for calculating the financial settlement amount for the customer’s participation in a demand response event. When an event is concluded, Oracle Utilities Edge Distributed Energy Resources Management System sends the device participation outcome to Oracle Utilities Customer Program Management Cloud Service.

Oracle Utilities Customer Program Management Cloud Service can calculate avoided energy or avoided demand using configurable rules. To support this, it stores measurement data from the customer’s meter, uses that data to establish a baseline for the event period, and then compares the baseline to actual consumption to determine the avoided energy or avoided demand. Alternatively, the application can also accept avoided energy or avoided demand results from an external system, such as an analytics tool.

After the event, Oracle Utilities Customer Program Management Cloud Service also receives price data relevant to the event period, which may include hourly, market, or other pricing components. Based on the configured settlement rules, Oracle Utilities Customer Program Management Cloud Service will perform one of the following actions:

• End of Event Settlement: Typically, for residential demand response programs, the system uses the avoided energy and corresponding price inputs for the event duration to calculate the incentive amount to be credited to participating customers. Incentives are typically issued immediately after the event based on the energy reduction.

• End of Season: For commercial customers, typically the financial calculations based on avoided energy or demand are often deferred until the season’s end. Incentives are then provided, usually as a percentage of the total demand reduced during the peak season.

Periodically or on the back of a business event (example: move-out, unenrollment) Oracle Utilities Customer Program Management Cloud Service will be aggregating the unbilled settlement credit amounts and sending it over to the CIS application to be processed on the customer’s energy bill.