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Oracle Utilities Customer Care and Billing Release 2.4.0
3.1.2.1 Select Customers and Manage Programs
Brief Description
Actors/Roles
Business Process Diagrams
Select Customers and Manage Programs Detailed Process Model Description
1.1 Populate Changes for an Initiative Update
1.2 Validate Changes and Perform Update
1.3 Request to Activate Initiative
1.4 Transition Initiative Active Status and Generate Batch Controls
1.5 Request Generate Leads
1.6 Identify Accounts Eligible for Initiative
1.7 Create Leads in Pending Status
1.8 Assign Representative to Leads
1.9 Transition Leads to Active Status and Create Lead Events in Pending Status
2.0 Request Deactivate Initiative
2.1 Transition Initiative Status to Inactive
2.2 Review Pending Leads
2.3 Populate Changes
2.4 Perform Update Lead
2.5 Request Activate Lead
2.6 Request Activate Leads via Lead Disposition
2.7 Select All Leads in Pending Status for Initiative
2.8 Request Delete Lead
2.9 Perform Delete Lead
3.0 Request Deletion Leads via Lead Disposition
3.1 Delete All Pending Leads
3.2 Identify Account
3.3 Select Active Initiative and Populate Required Data
3.4 Request Generate Lead
3.5 Request Select Specific Accounts
3.6 Identify Target Accounts
3.7 Create File and Place in Source Directory
3.8 Populate Required Data for Selected Active Initiative
3.9 Request Upload and Process File from Source Directory
4.0 Validate Accounts and Existing Leads for Accounts
4.1 Generate File Upload Statistics
4.2 Review Upload Results
4.3 Evaluate Lead Event Scheduled Complete Date
4.4 Determine CSS Preferred Notification Type
4.5 Create Sibling Lead Event “Create CSS Notification”
4.6 Evaluate Option “No Preference”
4.7 Create Sibling Lead Event “Send E-Mail”
4.8 Create Sibling Lead Event “Create Customer Contact”
4.9 Complete Lead Event
5.0 Cancel Pending Lead Events
5.1 Discard Lead
5.2 Construct E-Mail and Send CSS Notification
5.3 Process Request, Create and Send E-Mail
5.4 Receive Email
5.5 Construct SMS Message and Send CSS Notification
5.6 Process Notification, Create and Send SMS
5.7 Receive SMS
5.8 Validate Message
5.9 Create and Send SMS
6.0 Create and Send Email
6.1 Create and Send Sale Rep E-Mail
6.2 Create Temporary Bill Message
6.3 Validate Customer Contact Details
6.4 Create Customer Contact
6.5 Evaluate Conditions to Discard Lead
6.6 Evaluate Lead Success Criteria for Account
6.7 Transition Lead to Status Successful
6.8 Review Active Leads and Lead Events
6.9 Select Specific Lead
7.0 Request Discard Lead
7.1 Request Compete Lead
7.2 Modify Lead Details
7.3 Validate Changes
7.4 Perform Update
7.5 Review Active Lead and Lead Events
7.6 Select Event Type, Populate Details, and Request Add Event
7.7 Add Lead Events in Pending Status
7.8 Modify Event Data
7.9 Update Event
8.0 Request Complete Events
8.1 Request Cancel Event
8.2 Cancel Pending Lead Event
8.3 Request Refresh Statistics
8.4 Validate Eligibility to Accumulate Statistics
8.5 Transition Initiative Status to Accumulate Statistics
8.6 Evaluate All Leads for Initiative
8.7.1.1 Accumulate Lead Statistics by Status Including Discard Reasons
8.7.1.2 Accumulate Lead Count for Top Representatives
8.7.2.1 Accumulate Monthly Lead Statistics by Status Including Discard Reasons
8.7.2.2 Accumulate Monthly Lead Count for Top Representatives
8.8 Update Initiative and Transition to Active Status
8.9 Analyze Statistics
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