Configuring Billing Highlights

The Billing Highlights section of the Billing tab provides key data points about the customer's current billing situation, including whether they are enrolled in certain billing programs. Billing highlights are configured by the utility, and can include items such as:

• Auto Pay Enrollment
• Budget Billing Enrollment
• Paperless Billing (E-Bill) Enrollment

You specify which insights are available in this section by setting up insights and insight groups, as described below.

Configure the Insight Group

1. Open Insight Group Maintenance and create an Insight Group.
2. Enter the group description and detailed description, and select the C1PE (Program Enrollment) Insight Class.
3. Under Valid Visual Structures, add the List Insight structure.
4. Save the insight group.

Associate Insight Types

1. Open the insight group you just created and select Related Insight Types.
2. Select Edit and then add one row for each Insight Type you want to display in Billing Highlights section.
3. For each row, enter a unique Sequence value and select the required Insight Type. The sequence controls the display order.
4. Save your changes.

The following example uses the ZZ-PROGRAMENROLLMENT Insight Group with the Program Enrollment Insight Class:

Sequence	Insight Type
30	Auto Pay Enrollment (C1-APAYENR-LIST)
40	Budget Billing Enrollment (C1-BUDGENR-LIST)
50	E-Bill Enrollment (C1-EBILLENR-LST)
60	Customer Web Enrollment (C1-WEBNRL-LST)

Verify the Configuration

After you have completed the configuration, follow these steps to verify the setup is correct:

1. Open Customer Intelligence Hub for an account that meets the configured Insight Type conditions.
2. Open the Billing tab and verify that Billing Highlights displays the expected information in the configured sequence and supported visual structure.