This applications allows you to create Clarification Cases, for exceptions that are encountered
What is a Business Process Exception Management (BPEM)?
100
The person or entity you have partnered with in order to achieve a common goal, this includes but is not limited to customers, prospects, landlords, etc.
What is the Business Partner?
100
An agreement in which a Business Partner consents to pay off an outstanding receivable(s) in partial payments.
What is Installment Plan?
100
A payment transaction posted to a Business Partner’s Contract Account that serves as a placeholder for an expected payment for the same amount.
What is a Statistical Credit?
100
Technology that enables the ability to pre-populate the CRM screen (screen-pop) with a customer’s information and history based on identification of the caller via IVR (Interactive Voice Response) data or ANI (Automatic Number Identification).
What is Computer Telephony Integration (CTI)?
200
A building or any facility that is connected to a service point.
What is a Connection Object?
200
This object combines all contracts of one business partner that have the same payment and dunning data. Financial information relevant to billing and payment details are typically held on the this level.
What is Contract Account?
200
Allows the Business Partner to request a specific due date on a recurring basis.
What is Extended Due Date?
200
A form of automatic payment which occurs whenever a bill is due for payment. The bank debits the customer bank account and credits the utility bank account to clear the open item.
What is Direct Debit?
200
An application for iOS and Android mobile devices that can be downloaded to access bill payment and Contract Account data.
What is the Mobile App?
300
Represents the Service (electric/gas) that is provided to the associated Premise
What is an Installation?
300
An agreement between the utility company and the business partner concerning the service to be provided. This links a contract account to an installation and forms the basis for billing. Data contained here is used mainly for billing.
What is Contract?
300
Extends the due date of one invoice up to five (5) days past the bill due date.
What is a Deferral?
300
Standardized Payment Clearing Rules determine how payments are applied.
What is the Payment Posting Logic?
300
Information about programs that a BP is enrolled in and/or is eligible for, including MyAccount, can be viewed here
What is Contract Account Overview?
400
Represent agreements between BP and PHI to provide service.
What is a Contract?
400
A group of contract accounts that are billed and invoiced together. The process allows members to be billed and invoiced with the master/parent contract account. The result is a single invoice document that contains all member contract accounts as line items.
What is Collective Invoicing?
400
Allows a Business Partner to pay approximately the same amount on a monthly basis.
What is Budget Billing?
400
The public utility responsible for the transmission and distribution of electricity and/or natural gas to the Business Partners.
What is Local Distribution Company (LDC)?
400
The screen within the Interaction Center that contains data for the current interaction with an identified business partner.
What is an Interaction Record?
500
Serves as a repository for customer-specific information
What is Business Master Data?
500
This is where you will see the addresses related to both the Business Partner and the Premises that have been confirmed. This is also the screen in which you will create a new Business Partner and where you will add address information if you do not wish to default to the Premise address.
What is the Identification Screen?
500
This CRM screen is used to create an Installment Plan.
What is Account Balance Overview?
500
An entity that sells and/or provides electric energy.
What is Load Serving Entity (LSE)?
500
This screen identifies BPEM Cases associated to the confirmed Business Partner or Contract Account