Data Models
Account
The Account resource represents a billing Account. An Account may be associated with one or more Parties, Bills, and Agreements.
Field | Required | Type | Description |
---|---|---|---|
account_id | string | Unique external identifier for the Account. |
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secondary_account_id | string | Unique external secondary identifier for the Account. Often used in the case of a utility acquisition or systems migration. |
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parent_account_id | string | External identifier of the parent Account. Used to roll account up to a primary or summary account (see account.account_id |
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primary_email_address | string | Format: idn-email Primary email address for the Account. If this field is provided, it will override any email address mapped to the Account via Party. |
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address_country | string | Country name or ISO classification of the Account's mailing address (ISO-3, ISO-2 or ISO-N). Address validation will fail if this is missing. If an address is not provided on the account, the address associated with the |
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address_freeform | string | The Account's entire mailing address in a single field (without the country). If this field is provided, all other address input fields (except country) will be ignored. If an address is not provided on the account, the address associated with the |
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address_line1 | string | First address line of the Account's mailing address. If an address is not provided on the account, the address associated with the |
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address_line2 | string | Second address line of the Account's mailing address (if any). If an address is not provided on the account, the address associated with the |
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address_line3 | string | Third address line of the Account's mailing address (if any). If an address is not provided on the account, the address associated with the |
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address_line4 | string | Fourth address line of the Account's mailing address (if any). If an address is not provided on the account, the address associated with the |
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address_organization | string | Name of the recipient, firm, or company at the Account's mailing address. If an address is not provided on the account, the address associated with the |
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address_city | string | The city name of the Account's mailing address. If an address is not provided on the account, the address associated with the |
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address_administrative_area | string | The state or province name or abbreviation of the Account's mailing address. If an address is not provided on the account, the address associated with the |
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address_postal_code | string | The postal code of the Account's Mailing address. If an address is not provided on the account, the address associated with the |
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billing_function | string | Allowed values: no_bill , primary , secondary , summary Billing function of the Account. Allowed values are:
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name | string | Friendly name of the Account. |
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account_type | string | Allowed values: commercial , residential Indicates if the Account is residential or commercial for billing purposes. |
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account_classification | string | Allowed values: agriculture , apartment_condo , commercial , duplex , educational , government , industrial , mixed_use , mobile_home , multi_family , religious_institution , single_family , smb , townhouse Indicates the classification of the Account for billing purposes. Allowed residential values: Allowed commercial values: |
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status | string | Allowed values: active , closed , inactive Current status of the Account. Allowed values are:
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start_datetime | string | Format: datetime Date and time the Account goes into effect (becomes active or restarts). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the Account is no longer in effect (becomes inactive or closed). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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bill_print_cycle_code | string | Unique external identifier for the Bill Print Cycle. |
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bill_print_cycle_effective_start_date | string | Format: date Date the Bill Cycle goes into effect for the Account. |
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primary_phone_type | string | Allowed values: home , mobile , work , daytime , evening Primary phone number type for the Account. Preferred values: home, mobile, work.
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primary_phone_number | string | Primary phone number for the Account (including country and area code). |
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primary_phone_extension | string | Primary phone number extension for the Account. |
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primary_phone_receives_text | boolean | Indicates if the primary phone of an Account can receive text/SMS communication. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Account was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Agreement
The Agreement resource represents the contractual service agreement between a specific Account and Service Point. A Service Point has one active Agreement at a time. An Account may have one or more active Agreements.
Field | Required | Type | Description |
---|---|---|---|
agreement_id | string | Unique external identifier for the Agreement. |
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account_id | string | Unique external identifier for the associated Account. References:account.account_id |
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agreement_type | string | Allowed values: auxiliary , equipment_lease , landlord_agreement , metered , unmetered Indicates the type of Agreement. Allowed values are:
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provider | string | Friendly name of the Agreement's provider (typically for unbundled and deregulated use cases). |
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provider_type | string | Allowed values: distribution , distribution_and_supply , supply Indicates the type of provider for commodity-related Agreements (see
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start_datetime | string | Format: datetime Date and time the Agreement goes into effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the Agreement is no longer in effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Agreement was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Bill
The Bill resource represents the overall costs and dates associated with a billing period. A Bill belongs to an Account, and may have many Bill Details.
Field | Required | Type | Description |
---|---|---|---|
bill_id | string | Unique external identifier for the Bill. |
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account_id | string | Unique external identifier for the associated Account. References:account.account_id |
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bill_date | string | Format: date Month and year that the Bill is attributed to. Can optionally include a Day. |
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statement_date | string | Format: date Date the Bill statement is sent. Typically the date printed on the top of a bill. |
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due_date | string | Format: date Date the Bill payment is due. |
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past_due_date | string | Format: date Date the Bill payment will be considered late if not yet paid. |
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start_datetime | string | Format: datetime Actual start date and time of the Bill cycle (projected |
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end_datetime | string | Format: datetime Actual end date and time of the Bill cycle (projected |
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currency | string | Allowed values: AED , AFN , ALL , AMD , ANG , AOA , ARS , AUD , AWG , AZN , BAM , BBD , BDT , BGN , BHD , BIF , BMD , BND , BOB , BOV , BRL , BSD , BTN , BWP , BYN , BZD , CAD , CDF , CHE , CHF , CHW , CLF , CLP , CNY , COP , COU , CRC , CUC , CUP , CVE , CZK , DJF , DKK , DOP , DZD , EGP , ERN , ETB , EUR , FJD , FKP , GBP , GEL , GHS , GIP , GMD , GNF , GTQ , GYD , HKD , HNL , HRK , HTG , HUF , IDR , ILS , INR , IQD , IRR , ISK , JMD , JOD , JPY , KES , KGS , KHR , KMF , KPW , KRW , KWD , KYD , KZT , LAK , LBP , LKR , LRD , LSL , LYD , MAD , MDL , MGA , MKD , MMK , MNT , MOP , MRU , MUR , MVR , MWK , MXN , MXV , MYR , MZN , NAD , NGN , NIO , NOK , NPR , NZD , OMR , PAB , PEN , PGK , PHP , PKR , PLN , PYG , QAR , RON , RSD , RUB , RWF , SAR , SBD , SCR , SDG , SEK , SGD , SHP , SLL , SOS , SRD , SSP , STN , SVC , SYP , SZL , THB , TJS , TMT , TND , TOP , TRY , TTD , TWD , TZS , UAH , UGX , USD , USN , UYI , UYU , UYW , UZS , VES , VND , VUV , WST , XAF , XAG , XAU , XBA , XBB , XBC , XBD , XCD , XDR , XOF , XPD , XPF , XPT , XSU , XTS , XUA , XXX , YER , ZAR , ZMW , ZWL Currency of the Bill Detail charges (ISO-4217 classification). |
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total_charges | string | Pattern: ^[-]?(?!0\d)\d*.?\d*$ Current monthly charges, excluding payments, credits, rebates, and late fees and including all energy charges, taxes, and fees other than late fees. |
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amount_due | string | Pattern: ^[-]?(?!0\d)\d*.?\d*$ Current balance on the bill, including total_charges as well as credits, rebates, and late fees. |
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is_replacement | boolean | Indicates if the Bill is a cancellation or replacement of a previously received record. |
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replaces_previous_bill_id | string | Unique external identifier for a canceled Bill that the current Bill replaces. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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is_cancellation | boolean | Indicates if the Bill is a cancellation of a previously received record. |
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update_datetime | string | Format: datetime Date and time that the Bill was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Bill Print Cycle
The Bill Print Cycle resource defines the projected start and end date of a billing cycle.
Field | Required | Type | Description |
---|---|---|---|
bill_print_cycle_code | string | Cycle on which the Account receives bills. |
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bill_print_year_month | string | Format: date Year and Month that the bill is printed (YYYY-MM). Day will be hard-coded to first day of month. |
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projected_start_date | string | Format: date Projected start date of the Bill Cycle (actual |
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projected_end_date | string | Format: date Projected end date of the Bill Cycle (actual |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Bill Print Cycle was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Bill Detail
The Bill Details resource represents the detailed charges that a Bill is composed of.
Bill Details can be used to enumerate line items that are printed on a physical Bill, enumerate per-commodity usage and cost, or other enumerations a utility might require. Per-commodity costs, taxes, and fees are all examples of individual Bill Details.
If Bill Details are used to enumerate line items printed on a physical bill, ensure that has_line_items
on the associated Bill is marked as true
. This distinction informs how Bill Details may be leveraged in downstream products and analytics.
Bill Details belong to a Bill and an Agreement or Service Point.
Field | Required | Type | Description |
---|---|---|---|
bill_detail_id | string | Unique external identifier for the Bill Detail. Note: This field is not marked as |
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bill_id | string | Unique external identifier for the associated Bill. References:bill.bill_id |
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billing_association_type | string | Allowed values: account , agreement , billing_group Indicates the scope of a Bill Detail. Allowed values are:
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billing_association_id | string | Unique external identifier for the associated Account, Agreement, or Billing Group. |
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bill_detail_type | string | Allowed values: billed_usage , line_item Indicates the type of Bill Details being enumerated. Allowed values are:
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bill_detail_code | string | Unique external code representing the Bill Detail. Only applies if |
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bill_detail_description | string | Description of the Bill Detail. This description should match what is printed on the Bill if it is printed. Only applies if |
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bill_detail_classification | string | Allowed values: credit_surcharge , credit_surcharge_volumetric , critical_peak , delivery , demand , energy , mid_peak , off_peak , on_peak , other , programs_and_fees , subscription , subtotal , taxes Category of the Bill Detail. Only applies if
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price_type | string | Allowed values: calculated , consumption , flat , no_charge Type of price for the Bill Detail.
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commodity_type | string | Allowed values: electric , gas , water , steam Type of commodity being billed (only applicable for commodity-related Bill Details). |
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commodity_units | string | Allowed values: kQh , kVAh , kVAR , kVARh , kW , kWh , BTU , CCF , gal , kBTU , kgal , kl , l , MBTU , MCF , Mgal , Mlbs , therms Units the commodity is measured in (only applicable for commodity-related Bill Details). |
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commodity_usage | string | Pattern: ^-?[0-9]\d*(.\d+)?$ Amount of the commodity used in the billing period (only applicable for commodity-related Bill Details). Negative usage indicates the commodity being received from a service point. If |
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start_datetime | string | Format: datetime First day and time of billing period for the Bill Detail. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Last day and time of billing period for the Bill Detail. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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currency | string | Allowed values: AED , AFN , ALL , AMD , ANG , AOA , ARS , AUD , AWG , AZN , BAM , BBD , BDT , BGN , BHD , BIF , BMD , BND , BOB , BOV , BRL , BSD , BTN , BWP , BYN , BZD , CAD , CDF , CHE , CHF , CHW , CLF , CLP , CNY , COP , COU , CRC , CUC , CUP , CVE , CZK , DJF , DKK , DOP , DZD , EGP , ERN , ETB , EUR , FJD , FKP , GBP , GEL , GHS , GIP , GMD , GNF , GTQ , GYD , HKD , HNL , HRK , HTG , HUF , IDR , ILS , INR , IQD , IRR , ISK , JMD , JOD , JPY , KES , KGS , KHR , KMF , KPW , KRW , KWD , KYD , KZT , LAK , LBP , LKR , LRD , LSL , LYD , MAD , MDL , MGA , MKD , MMK , MNT , MOP , MRU , MUR , MVR , MWK , MXN , MXV , MYR , MZN , NAD , NGN , NIO , NOK , NPR , NZD , OMR , PAB , PEN , PGK , PHP , PKR , PLN , PYG , QAR , RON , RSD , RUB , RWF , SAR , SBD , SCR , SDG , SEK , SGD , SHP , SLL , SOS , SRD , SSP , STN , SVC , SYP , SZL , THB , TJS , TMT , TND , TOP , TRY , TTD , TWD , TZS , UAH , UGX , USD , USN , UYI , UYU , UYW , UZS , VES , VND , VUV , WST , XAF , XAG , XAU , XBA , XBB , XBC , XBD , XCD , XDR , XOF , XPD , XPF , XPT , XSU , XTS , XUA , XXX , YER , ZAR , ZMW , ZWL Currency of the Bill Detail charges (ISO-4217 classification). |
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unit_price | string | Pattern: ^[-]?(?!0\d)\d*.?\d*$ Unit price for Bill Detail. |
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charges | string | Pattern: ^[-]?(?!0\d)\d*.?\d*$ Total amount charged for the Bill (commodity charges only). This should not include taxes, fees, or other charges. |
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is_estimate | boolean | Indicates if the commodity usage is estimated (only applicable for commodity-related Bill Details). |
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is_third_party_billed | boolean | Indicates if the Bill Detail is billed by a supplier or retailer. |
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is_printed_on_bill | boolean | Indicates if the Bill Detail is printed on the Bill. |
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rate_attribute_key | string | Key of the associated Rate Attribute. References:rate_attribute.rate_attribute_key |
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rate_attribute_value | string | Value of the associated Rate Attribute. References:rate_attribute.rate_attribute_value |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. Included here for consistency sake; not necessarily expected to be utilized. |
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update_datetime | string | Format: datetime Date and time that the Bill Detail was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Bill Detail Code Translation
The Bill_Detail_Code_Translation entity enables Utilities to properly map their bill_detail_code
to Uplight's legacy bill_detail_classification
enumerations / terminology. This transformation is required to feed Uplight's multiple legacy systems. We are expecting one row per bill_detail_code
per Utility x the number of downstream Uplight legacy systems that accept a bill_detail_classification
that hosts functionality purchased by the Utility.
Field | Required | Type | Description |
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bill_detail_code | string | Unique code as provided by the Utility. The |
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downstream_system | string | Allowed values: agentis , FF , SE , tendril Indicates Uplight's legacy system for the specific
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bill_detail_code_category | string | Allowed values: demand_charge , energy_charge , programs_and_fees , subscription_charge , subtotal , other Category expected by legacy downstream system. |
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bill_detail_code_line_item | string | Enumeration expected by legacy downstream system. |
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energy_type | string | Allowed values: electricity , gas , steam Indicates the type of energy being transmitted for the specific
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bill_detail_code_category_description | string | Basic description of the |
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update_datetime | string | Format: datetime Date and time the record was created or most recently modified by the Utility. If a true value cannot be acquired, please supply a datetime of file creation (this will force an update to occur within our system). |
Billing Group
The Billing Group resource represents the collection of Service Points and devices grouped together for billing purposes. For each active Agreement, one of the following sets of resources should be provided to map Agreements to Service Points (depending on the utility data configuration): Agreement Service Point Association - Used when Bill Details and Rate Attributes are associated with an Agreement. Billing Group and Billing Group Service Point Association - Used when Bill Details and Rate Attributes are associated with a Billing Group, and one or more Billing Groups are associated with an Agreement.
Field | Required | Type | Description |
---|---|---|---|
billing_group_id | string | Unique external identifier for the Billing Group, often referred to as an installation. |
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agreement_id | string | Unique external identifier for the associated Agreement. References:agreement.agreement_id |
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bill_group_created_datetime | string | Format: datetime Date and time the Billing Group and Agreement relationship goes into effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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bill_group_ended_datetime | string | Format: datetime Date and time the Billing Group and Agreement relationship is no longer in effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Billing Group was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Billing Group Service Point Association
The Billing Group Service Point Association resource represents the many-to-many relationship between Billing Groups and Service Points. For each active Agreement, one of the following sets of resources should be provided to map Agreements to Service Points (depending on the utility data configuration): Agreement Service Point Association - Used when Bill Details and Rate Attributes are associated with an Agreement. Billing Group and Billing Group Service Point Association - Used when Bill Details and Rate Attributes are associated with a Billing Group, and one or more Billing Groups are associated with an Agreement.
Field | Required | Type | Description |
---|---|---|---|
billing_group_id | string | Unique external identifier for the Billing Group, often referred to as an installation. References:billing_group.billing_group_id |
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service_point_id | string | Unique external identifier for the associated Service Point. References:service_point.service_point_id |
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association_created_datetime | string | Format: datetime Date and time the Billing Group and Service Point relationship goes into effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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association_ended_datetime | string | Format: datetime Date and time the Billing Group and Service Point relationship is no longer in effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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billing_calculation_method | string | Allowed values: additive , informational , subtractive Indicates how Usage at the associated Service Point is billed. Allowed values are:
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Billing Group Service Point Association was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Bill Usage Cycle
The Bill Usage Cycle resource represents the cycle on which Service Point(s) are billed.
Field | Required | Type | Description |
---|---|---|---|
bill_usage_cycle_code | string | Cycle on which the Service Point(s) is(are) billed. |
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bill_usage_year_month | string | Format: date Year and Month that the bill's usage cycle is applied (YYYY-MM). Day will be hard-coded to first day of month. |
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projected_start_date | string | Format: date Projected creation date of the Bill Cycle. |
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projected_end_date | string | Format: date Projected termination date of the Bill Cycle. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Bill Usage Cycle was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Digital Identity
The Digital Identity resource represents a Party's web presence. A Party may have many Digital Identities that enable unique web portal access or other login capabilities.
Field | Required | Type | Description |
---|---|---|---|
digital_identity_id | string | Unique external identifier for the Digital Identity. This identifier should align with SSO requirements if applicable. |
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party_id | string | Unique external identifier for the associated Party. References:party.party_id |
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digital_identity_type | string | Allowed values: email , other , phone , username The type of Digital Identity that enables unique access for a given Party. |
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digital_identity_value | string | The value of the Digital Identity. This must match the username_id if leveraging SAML SSO. |
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start_datetime | string | Format: datetime Date and time the Digital Identity goes into effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the Digital Identity is no longer in effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Digital Identity was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Interval Usage
The Interval Usage resource represents interval usage data (most commonly AMI and AMR data).
Field | Required | Type | Description |
---|---|---|---|
meter_id | string | Unique external identifier for the associated Meter. References:meter.meter_id |
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channel_id | string | Unique external identifier for the associated channel. References:meter_channel.channel_id |
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read_end_datetime | string | Format: datetime Date and time of the end of the Interval Usage reading. Unqualified times (times with no UTC offset information) are not allowed. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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interval_units | string | Allowed values: day , hour , minute , second Interval unit of the Interval Usage reading. |
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interval_value | integer | Minimum: 1 Duration of the Interval Usage reading in the specified |
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commodity_usage | string | Pattern: ^-?[0-9]\d*(.\d+)?$ Amount of the commodity used in the interval. Negative values are only accepted when |
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commodity_units | string | Allowed values: kQh , kVAh , kVAR , kVARh , kW , kWh , BTU , CCF , gal , kBTU , kgal , kl , l , MBTU , MCF , Mgal , Mlbs , therms Units the commodity is measured in. |
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energy_direction | string | Allowed values: delivered , net , received Indicates the direction of commodity flow for the Channel.
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is_estimate | boolean | Indicates if the Interval Usage is estimated. |
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is_outage | boolean | Indicates if part or all of the Interval Usage period coincided with a service outage. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Interval Usage was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Meter
The Meter resource represents the physical device that measures the amount of a commodity delivered or received at a Service Point. The Meter is updated when new meter hardware is installed at a Service Point.
Field | Required | Type | Description |
---|---|---|---|
meter_id | string | Unique external identifier for the Meter. |
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service_point_id | string | Unique external identifier for the associated Service Point. References:service_point.service_point_id |
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reading_type | string | Allowed values: ami , amr , emr , non_metered Indicates the type of reading the Meter provides.
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install_datetime | string | Format: datetime Date and time the Meter is installed at the Service Point. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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remove_datetime | string | Format: datetime Date and time the Meter is removed from the Service Point. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_virtual_meter | boolean | Indicates if the Meter is virtual. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Meter was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Meter Channel
The Meter Channel resource represents the physical device that channels a commodity to a specific direction within a Meter. The Meter Channel is updated when new meter hardware is installed at a Service Point.
Field | Required | Type | Description |
---|---|---|---|
meter_id | string | Unique external identifier for the Meter. References:meter.meter_id |
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channel_id | string | Unique external identifier for the associated channel. |
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energy_direction | string | Allowed values: delivered , net , received Indicates the direction of commodity flow for the Channel. We track this value to enhance query performance.
|
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commodity_units | string | Allowed values: kQh , kVAh , kVAR , kVARh , kW , kWh , BTU , CCF , gal , kBTU , kgal , kl , l , MBTU , MCF , Mgal , Mlbs , therms Units the commodity is measured in for the specific channel. |
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interval_value | integer | Minimum: 1 Duration of the channel reading in the specified |
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interval_units | string | Allowed values: day , hour , minute , second Interval unit of the reading for the specific channel. |
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start_datetime | string | Format: datetime Date and time the Channel is installed at the meter. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date the Channel is removed from service at the meter. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Meter Channel was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Object Attribute
Object Attributes enable utilities to add arbitrary key/value pairs to objects. These Object Attributes are used to determine program eligibility, support analytics models like energy disaggregation, and more.
Field | Required | Type | Description |
---|---|---|---|
object_type | string | Allowed values: account , party , service_location Indicates the type of object the attribute is associated with. |
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object_id | string | Unique external identifier of the associated object. |
|
attribute_name | string | Name of the attribute. |
|
attribute_value | string | Value of the attribute (must be formatted as a string). |
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start_datetime | string | Format: datetime Date and time the attribute goes into effect for the associated object. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the attribute is no longer in effect for the associated object. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Object Attribute was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Party
The Party resource represents an individual (customer), business, or business unit that is associated with one or more Accounts. A Party has an explicit Role for each Account it is associated with (see Role) that allows for fine grain permission access, preference inheritance, and distinguishes primary Account holders from other authorized parties. A Party may have one or more Digital Identities.
Field | Required | Type | Description |
---|---|---|---|
party_id | string | Unique external identifier for the Party. Often referred to as the |
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secondary_party_id | string | Unique secondary external identifier for the Party. Often used in the case of a utility acquisition or systems migrations. |
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parent_party_id | string | Identifier of the parent Party. Often used to associate an individual or business unit to a business or business unit. References:party.party_id |
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party_type | string | Allowed values: individual , organization Indicates if the Party is an Individual or an Organization. An organization may be a business or business unit. |
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party_classification | string | Allowed values: commercial_industrial , other , residential , residential_commercial , residential_streetlight Classification of the Party. |
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given_name | string | Given name (commonly the 'first name') of the individual or primary point of contact for the organization. |
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family_name | string | Family name (commonly the 'last name') of the individual or primary point of contact for the organization. |
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preferred_name | string | Preferred name of the individual or primary point of contact for the organization. |
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full_name | string | Full name of the individual or primary point of contact for the organization. Syntax for |
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name_prefix | string | Allowed values: Atty , Brother , Dr , Hon , Mr , Mrs , Ms , Prince , Prof , Rabbi , Rev , Sister Name prefix is a title or designation held by the individual. |
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name_suffix | string | Allowed values: II , III , IV , CPA , DDS , Esq , JD , Jr , LLD , MD , PhD , Ret , RN , Sr Name suffix indicates that the individual holds a position, educational degree, accreditation, office, or honor. |
|
title | string | Official business title of the individual or primary point of contact for the organization. |
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organization_name | string | Official name of the organization. Often referred to as the business name. |
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can_contact | boolean | Indicates if a Party can be contacted or has opted out from all communications. |
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primary_phone_type | string | Allowed values: home , mobile , work , daytime , evening Primary phone number type for the Party. Preferred values: home, mobile, work. |
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primary_phone_number | string | Primary phone number for the Party (including country and area code). |
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primary_phone_extension | string | Primary phone number extension for the Party. |
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primary_phone_receives_texts | boolean | Indicates whether the primary phone number can receive text messages. |
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secondary_phone_type | string | Allowed values: home , mobile , work , daytime , evening Secondary phone number type for the Party. Preferred values: |
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secondary_phone_number | string | Secondary phone number for the Party (including country and area code). |
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secondary_phone_extension | string | Secondary phone number extension for the Party. |
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secondary_phone_receives_texts | boolean | Indicates whether the secondary phone number can receive text messages. |
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primary_email_address | string | Format: idn-email Primary email address for the Party. |
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secondary_email_address | string | Format: idn-email Secondary email address for the Party. |
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address_country | string | Country name or ISO classification of the Party's mailing address (ISO-3, ISO-2 or ISO-N). Address validation will fail if this is missing. |
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address_freeform | string | The Party's entire mailing address in a single field (without the country). If this field is provided, all other address input fields (except country) will be ignored. |
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address_line1 | string | First address line of the Party's mailing address. |
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address_line2 | string | Second address line of the Party's mailing address (if any). |
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address_line3 | string | Third address line of the Party's mailing address (if any). |
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address_line4 | string | Fourth address line of the Party's mailing address (if any). |
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address_organization | string | Name of the recipient, firm, or company at the Party's mailing address. |
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address_city | string | The city name of the Party's mailing address. |
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address_administrative_area | string | The state or province name or abbreviation of the Party's mailing address. |
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address_postal_code | string | The postal code of the Party's Mailing address. |
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start_datetime | string | Format: datetime The date and time that a Party's settings takes effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime The date and time that a Party's settings no longer apply, if applicable. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Party was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Program
The Program resource represents the programs available for enrollment.
Field | Required | Type | Description |
---|---|---|---|
program_id | string | Unique external identifier for the Program. |
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name | string | Name of the Program. |
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program_description | string | Description of the Program. |
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start_datetime | string | Format: datetime Date and time the Program goes into effect (begins accepting enrollments). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the Program is no longer in effect (stops accepting enrollments). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
|
update_datetime | string | Format: datetime Date and time that the Program was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Program Enrollment
The Program Enrollment resource represents the Programs that an Account, Party, Service Location or Service Point are enrolled in.
Field | Required | Type | Description |
---|---|---|---|
program_id | string | Unique external identifier for the associated Program. |
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enrollment_association_type | string | Allowed values: account , agreement , digital_identity , party , service_location , service_point Indicates the scope of the Program Enrollment. |
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enrollment_association_id | string | Unique external identifier for the associated entity. |
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start_datetime | string | Format: datetime Date and time the Enrollment goes into effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the Enrollment is no longer in effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Program Enrollment was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Rate Association
The Rate Association resource represents which Rate Attributes are currently active for a utility customer via a Billing Group or Agreement.
Field | Required | Type | Description |
---|---|---|---|
billing_association_type | string | Allowed values: account , agreement , billing_group Indicates the scope of a Rate Attribute. Allowed values are:
|
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billing_association_id | string | Unique external identifier for the associated Billing Group or Agreement. |
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rate_attribute_key | string | Key of the associated Rate Attribute. References:rate_attribute.rate_attribute_key |
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rate_attribute_value | string | Value of the associated Rate Attribute. References:rate_attribute.rate_attribute_value |
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override_rate_value | string | Pattern: ^-?[0-9]\d*(.\d+)?$ Override or makeup charge for a rate per |
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start_datetime | string | Format: datetime Date and time the Rate goes into effect for the Billing Group or Agreement. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime Date and time the Rate Attribute is no longer in effect for the Billing Group or Agreement. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
|
update_datetime | string | Format: datetime Date and time that the Rate Association was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Rate Attribute
The Rate Attribute resource represents rate codes and other rate attributes available to utility customers. A utility customer may have many Agreements with many active Rate Attributes.
Field | Required | Type | Description |
---|---|---|---|
rate_attribute_key | string | Key identifying the type of Rate Attribute. This should be 'rate_code' if the Rate Attribute is a rate code. |
|
rate_attribute_description | string | Description of the |
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rate_attribute_value | string | Value of the Rate Attribute. This is the actual rate code if |
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rate_value | string | Pattern: ^-?[0-9]\d*(.\d+)?$ Amount charged for a rate per |
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rate_calculation | string | Allowed values: kQh , kVAh , kVAR , kVARh , kW , kWh , BTU , CCF , gal , kBTU , kgal , kl , l , MBTU , MCF , Mgal , Mlbs , therms , flat , percentage Specifies the commodity units in which the |
|
start_datetime | string | Format: datetime The date and time that a rate attribute takes effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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end_datetime | string | Format: datetime The date and time that a rate attribute is no longer applies, if applicable. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Rate Attribute was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Rate Attribute Event
The Rate Attribute Event resource represents rate codes, attributes, and other structures that are defined for critical energy use for Utility deployment to the grid.
Field | Required | Type | Description |
---|---|---|---|
rate_attribute_event_id | string | Unique external identifier for the rate attribute event. Can be a concatenation of |
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rate_attribute_key | string | Key identifying the type of Rate Attribute. This should be 'rate_code' if the Rate Attribute is a rate code. |
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rate_attribute_value | string | Value of the Rate Attribute. This is the actual rate code if |
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event_start_datetime | string | Format: datetime The date and time that a rate attribute event takes effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
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event_end_datetime | string | Format: datetime The date and time that a rate attribute event no longer applies, if applicable. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
duration | integer | Indicates the duration of length (in days) that the applicable rate attribute event shall apply. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
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update_datetime | string | Format: datetime Date and time that the Rate Attribute Event was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Read Cycle
The Read Cycle resource represents the cycle on which Meters are read at a Service Point.
Field | Required | Type | Description |
---|---|---|---|
read_cycle_code | string | Cycle on which the Meter(s) is(are) read at a Service Point. |
|
read_cycle_year_month | string | Format: date Year and month that the Read Cycle is attributed to (YYYY-MM). Day will be hard-coded to first day of month. |
|
projected_start_date | string | Format: date Expected date of the first day of the Read Cycle. |
|
projected_end_date | string | Format: date Expected date of the last day of the Read Cycle. |
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is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
|
update_datetime | string | Format: datetime Date and time that the Read Cycle was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Role
The Role resource represents the relationship between a Party and an Account, including the role that a Party has in relation to an Account. A Party may have many Accounts, and an Account many Parties.
Field | Required | Type | Description |
---|---|---|---|
party_id | string | Unique external identifier for the associated Party. References:party.party_id |
|
account_id | string | Unique external identifier for the associated Account. References:account.account_id |
|
role_type | string | Allowed values: account_holder , authorized_party Identifies the related Party as the Account Holder or an Authorized Party. A Party can change roles, but can only have one role at a time. Allowed values are:
|
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role_function | string | Allowed values: additional_party , billing , facility , guarantor , property_manager , property_owner , responsible_party , utility_account_manager The functional role of an
|
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start_datetime | string | Format: datetime Date and time the Role goes into effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
end_datetime | string | Format: datetime Date and time the Role is no longer in effect. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
|
update_datetime | string | Format: datetime Date and time that the Role was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Service Location
The Service Location resource represents a grouping of one or more Service Points at a physical location or address. Often referred to as a Premise.
Field | Required | Type | Description |
---|---|---|---|
service_location_id | string | Unique external identifier for the Service Location. |
|
area_units | string | Allowed values: square_feet , square_meters Units the area is measured in. |
|
area | string | Pattern: ^[0-9]\d*(.\d+)?$ Surface area of the physical building at the Service Location. |
|
service_location_type | string | Allowed values: agriculture , apartment_condo , commercial , duplex , government , industrial , mixed_use , mobile_home , multi_family , religious_institution , single_family , smb , townhouse Indicates the classification of the type of building or structure at the Service Location. |
|
address_country | string | Country name or ISO classification of the Service Location's physical address (ISO-3, ISO-2 or ISO-N). |
|
address_freeform | string | The Service Location's entire physical address in a single field (without the country). If this field is provided, all other address input fields (except country) will be ignored. |
|
address_line1 | string | First address line of the Service Location's physical address. |
|
address_line2 | string | Second address line of the Service Location's physical address (if any). |
|
address_line3 | string | Third address line of the Service Location's physical address (if any). |
|
address_line4 | string | Fourth address line of the Service Location's physical address (if any). |
|
address_organization | string | Name of the recipient, firm, or company at the Service Location's physical address. |
|
address_city | string | The city name of the Service Location's physical address. |
|
address_administrative_area | string | The state or province name or abbreviation of the Service Location's physical address. |
|
address_postal_code | string | The postal code of the Service Location's physical address. |
|
address_district | string | The district or neighborhood of the Service Location's physical address. |
|
latitude | string | Pattern: ^[-+]?([1-8]?\d(.\d+)?|90(.0+)?)$ Latitude of the Service Location. Provide positive and negative values, not cardinal directions. |
|
longitude | string | Pattern: ^[-+]?(180(.0+)?|((1[0-7]\d)|([1-9]?\d))(.\d+)?)$ Longitude of the Service Location. Provide positive and negative values, not cardinal directions. |
|
name | string | Friendly name of the Service Location. |
|
start_datetime | string | Format: datetime Date and time the Service Location goes into effect (becomes active or restarts). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
end_datetime | string | Format: datetime Date and time the Service Location goes out of service (becomes inactive or disabled). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
|
update_datetime | string | Format: datetime Date and time that the Service Location was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |
Service Point
The Service Point resource represents a fixed point at a Service Location where a Meter is installed and a commodity is delivered or received.
A Service Location may have one or more active Service Points.
The service_point_id
does not change, even when an associated Meter or Party changes. A Service Point is only deleted if it is removed from the grid.
Field | Required | Type | Description |
---|---|---|---|
service_point_id | string | Unique external identifier for the Service Point. |
|
secondary_service_point_id | string | Unique external identifier for a Service Point where an alternate or supplemental identifier is needed. |
|
service_location_id | string | Unique external identifier for the associated Service Location. References:service_location.service_location_id |
|
name | string | Friendly name of the Service Point. |
|
commodity_type | string | Allowed values: electric , gas , water , steam Type of commodity being measured at the Service Point. |
|
latitude | string | Pattern: ^[-+]?([1-8]?\d(.\d+)?|90(.0+)?)$ Latitude of the Service Point. Provide positive and negative values, not cardinal directions. |
|
longitude | string | Pattern: ^[-+]?(180(.0+)?|((1[0-7]\d)|([1-9]?\d))(.\d+)?)$ Longitude of the Service Point. Provide positive and negative values, not cardinal directions. |
|
industry_code_type | string | Allowed values: cnae , isic , naics , sic Code system used to classify the primary line of business or activity at the Service Location. |
|
industry_code | string | Code that classifies the primary line of business or activity at the Service Location. Codes must align to a standard system (see |
|
start_datetime | string | Format: datetime Date and time the Service Point goes into effect (becomes active or restarts). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
end_datetime | string | Format: datetime Date and time the Service Point goes out of service (becomes inactive or disabled). Time will be defaulted to midnight on the start of the day specified if time is not provided. |
|
distributor | string | Unique external identifier for the company responsible for operation of the Service Location's distribution network. |
|
distributor_work_district | string | Unique external identifier for the company district office responsible for operation of the Service Location's distribution network. |
|
connection_status | string | Allowed values: connected , disconnected Current connection status of the Service Point. Allowed values are:
|
|
service_point_classification | string | Allowed values: agricultural , biofuel_generation , cogeneration , commercial , electric_vehicle_business , electric_vehicle_residential , geothermal_generation , industrial , net_metering , night_light , outbuilding , residential , solar_generation , street_light , temporary , unmetered , unmetered_communication , unmetered_street_light , unmetered_traffic , utility_infrastructure , water_generation , wind_generation Classification of the primary function of the Service Point. Allowed values are:
|
|
has_aclm | boolean | Indicates if the Service Point has an Air Conditioning Load Management (ACLM) switch installed. |
|
read_cycle_code | string | Cycle on which the Meter(s) is(are) read at a Service Point. |
|
is_ami_opt_out | boolean | Indicates if the physical meter(s) at the service point have been switched out for manual read meters. |
|
is_safety_disconnect | boolean | Indicates if the Service Point has been disconnected for safety reasons. |
|
service_classification | string | Allowed values: primary , secondary , substation , transmission Indicates service voltage categorization of a service point along the electrical delivery network. The Utility typically categorizes these as a determinant of rate tariff options by voltage as a secondary, primary, substation or transmission service.
|
|
load_classification_code | string | Unique external code representing the associated Load Classification, which is used to group customers with homogeneous load patterns and usage characteristics. |
|
driving_potential_value | integer | The integer value of the |
|
driving_potential_units | string | Allowed values: bar , barg , m , mbar , mbarg , pa , psi , psig , V , wc The units of the Allowed Allowed Allowed Allowed |
|
bill_usage_cycle_code | string | Cycle on which the Service Point(s) is(are) billed. |
|
is_deleted | boolean | Indicates if the record is flagged for deletion from the Utility. |
|
update_datetime | string | Format: datetime Date and time that the Service Point was modified. Time will be defaulted to midnight on the start of the day specified if time is not provided. |