Customer Program Management Table Setup Sequence

The table below provides the suggested order for the setup of administrative data used with Oracle Utilities Customer Program Management Cloud Service and Oracle Utilities Customer Program Management.

Order	Entity	Description
1	Feature Configuration	These are options that can be set to impact system processing. Typically these have wide ranging impact across several modules (e.g., multi-time zone support)
1	Country	Your organization's country.
1	Currency	Your organization's native currency.
1	Display Profile	Controls how dates, times, and numbers displayed.
1	Language	The language to use for this implementation.
1	Time Zone	Your organization's base time zone.
1	Work Calendar	The work calendar for your organization, which identifies your public holidays.
2	Installation Options	Control various global aspects of the system.
2	To Do Role	Used to associate users with To Do entries.
2	To Do Type	Used to define types of To Do Entries.
3	User	Defines a user's user groups, data access roles, portal preferences, default values, and To Do roles.
3	User Group	A group of users who have the same degree of security access.
3	Service Area	Defined a logical boundary of your organization's service territory.
3	Service Class	Defines different categories and types of work.
3	Service Type	Defines specific types of service for which usage can be recorded and captured (electric, gas, steam, etc.).
4	Division	Delineates between different operating companies within a large conglomerate of utilities.
4	Unit of Measure	Quantities measured and recorded by the system (CCF, KWH, KW, etc.).
4	Service Quantity Identifier	Used to further distinguish between measured quantities that have identical UOM/TOU combinations.
4	Time of Use	Modifiers for a given unit of measure that indicate a period of time during which a quantity has been used (On- Peak, Off-Peak, etc.).
4	Outbound Message	Defines messages sent to external systems.
4	IMD Type	Define how initial measurements are processed using Direct Measurement Processing. Note: The base package includes several pre-defined IMD types that can be used when processing data from different head end systems supported through Smart Grid Gateway Adapters.
5	External System	Defines External Systems with which Oracle Utilities Meter Data Management should be able to communicate.
5	Interval Price Set Types	Defines properties belonging to a class of interval price sets
6	Head End Systems	External entities that serve various roles relative to the application (head-end systems, outage management systems, etc.).
6	DER Aggregators	External systems that facilitate communication between a utility and Distributed Energy Resource (DER) devices.
6	External Applications	External entities that serve various roles relative to the application (head-end systems, outage management systems, etc.).
6	Program Contact Type	Defines properties of a class of entities (businesses, persons).
7	Activity Type	Defines properties common to a specific type of activity.
7	Communication Type	Define properties common to a specific type of communication.
7	Service Task Type	Defines specific types of enrollment and unenrollment processes
7	Program Type	Defines information common to dynamic options of a specific type.
7	Manufacturer	Individual companies that makes devices. Manufacturers also reference models.
7	Business Flag Type	Defines the business flag Standard Name and business flag business object to be used when creating business flags
7	VEE Group	Collections of VEE Rules that are applied to initial measurement data.
7	Device Event Type	Defines information about a class of device events. Device events are used to capture periods of time during which customers make themselves unavailable to participate in program events.
8	Controllable Asset Type	Defines information about a class of controllable assets.
9	Controllable Device Type	Defines information about a class of controllable devices.
9	Measuring Component Type	Defines the most important properties of a measuring component.
9	Device Configuration Type	Defines properties of Device Configurations of a given type.
9	Device Type	Defines information about a class of devices.
10	Device Location Type	Defines specific types of locations at which devices are installed.
10	Metered Service Point Type	Defines specific types of points where services are provided.
10	Entity Group	Defines groups of entities, such as devices (including meters or controllable devices) or service points.
10	Weather Station	Defines specific weather stations
10	Postal Code Default	Defines postal code defaults
10	Usage Transaction Exception Types	Defines types of exceptions that may arise as part of program event settlement calculations (such as insufficient or invalid information, or an exception during calculation processsing or when retrieving data).
11	Program Calculation Group	Collections of program calculation rules used to calculate device control scores.
11	Program Settlement Calculation Group	Collections of program settlement calculation rules used to perform program settlement transaction calculations.
12	Program Calculation Rule	Defines rules that calculate device control scores
12	Program Settlement Calculation Rule	Defines rules that perform program settlement transaction calculations
13	Metered Service Type	Defines collections of properties common to a set of metered service records
13	Program Subscription Type	Defines collections of properties common to a set of Program Subscriptions.
14	Program Rules	Defines specific rules and parameters used by programs and program calculation rules.
14	Program Initiatives	Defines criteria used to determine if customers are eligible to participate in programs.
14	Customer Questions	Defines specific questions regarding customers and their service.
15	M&V Calculation Group	Collections of M&V calculation rules used to perform M&V transaction calculations.
15	M&V Calculation Rule	Defines rules that perform M&V transaction calculations
15	M&V Subscription Type	Defines collections of properties common to a set of M&V Subscriptions.
16	Data Source	Defines the source of data for dynamic aggregation, such as Entity Groups for Controllable Devices or Service Points
16	Dynamic Aggregation Measuring Component Type	Define the most important properties of a measuring component used with dynamic aggregation.
16	Measuring Compoment Set	Define the dimensions and criteria by which dynamic aggregation will be performed.
16	Aggregation Group	Define the ordering of a series of related aggregations based on a set of configured measuring component Sets.
17	Service Codes	Defines sets of customer questions used with service calls.
18	Processing Methods	Control various behaviors for external applications, head end systems, and market participants within the system such as which message is sent, how an external value is translated, among others.
19	Master Configuration	Configuration that applies to series of modules that acts as a central point of configuration rather than embedding repetitive configuration throughout a set of algorithms.
20	Information Lifecycle Management	Information Lifecycle Management (ILM) is designed to address data management issues, with a combination of processes and policies so that the appropriate solution can be applied to each phase of the data's lifecycle.

Note:

The Oracle Utilities Work and Asset Management functionality included with Oracle Utilities Customer Program Management Cloud Service and Oracle Utilities Digital Asset Management uses some of the above administrative data. Refer to Table Setup Sequence for additional information about setting up administrative data used with Oracle Utilities Work and Asset Management.