The document describes the key functions and features of a customer information system (CIS) for utility billing. It outlines modules for metering, billing, customer care, and other core operations. It also provides examples of use cases like registering a new customer, changing customer ownership, and load management. Major billing features highlighted include seasonal, time-of-use, and interval-based billing along with tax calculations, adjustments, and non-metered billing.

2. Generator Transmission Distribution Retail & Service Customers
Service Management
Service Definition
Workflow Management
Demand Invoice
Customer Care
Customer Management
Premise Management
Service Assurance
Web Self Care
Information Management
Metering
Meter Reading
Exception Handling
Inventory Management
Meter Data management
Billing
Tariff Schemes Bill Processing
Tariff Variations
Estimate Billing
Charge Computation
Rebate / Concessions Reporting
Payment & Accounting
Payment Collection
Payment Follow up
Accounting

3. Customer Metering and Pricing Billing
Care
Customer Bill Dispute
Management
Meter Manual Meter Data Management
Reading Collection
Interface with Metering
systems
Multiple Bill
Bill Payment Payment
Account Meter Data Management (TPE)
Management Channels
Meter Data Import VEE
Aggregator Transformer
Estimate
• Customer Billing
Meter
Inventory Pricing contract based Billing
• Cross-service Accurate
discounting Billing

4. Selected CIS Use Cases

5. Registration of a new prospective customer (Temporary Connection)
Accepting the supply details including type of connection, Address particulars, phase, load, contract
1 demand, contractor details, transformer, substation, subdivision etc. during the registration of new
connection.
2 Checking the feasibility at the customer premise for providing the connection
Calculation of the security deposit and the advance temporary consumption charge based on the load is to
3
be calculated
4 Provision to accept the payment for the above charges.
5 Issuing the service order for providing the temporary connection.
6 Work flow configuration and task processing at field offices for carrying out the activity.

6. Attaching the Customer with a Permanent Account
Creating an Account (Subscription) for the prospective customer with the new meter id and load
1
details, payment particulars etc
2 Re assessment of Security Deposits.
3 Provision to accept the payment for the above charges.
4 Issuing the service order for providing the permanent connection.
5 Work flow configuration and task processing at field offices for carrying out the activity.
Request for Load change, Phase ,Changes in Wiring, Change in Volume (Water, GAS)
1 Provision to capture the details of the new load details
2 Provision to check the feasibility for the activity requested
3 Re assessment of Security Deposits.
4 Work flow based task processing at field offices for carrying out the activity.

7. Change in Ownership
1 Accpeting the address details, payment details of the new owner
2 Re assessment of Security Deposits to new Owner.
3 Closing the account (Subscription) of previous owner
4 Opening a new account for the new owner
Change in Name
1 Provision to accept the name change request
Change of Defective/Damaged Meter
1 Updating the meter id particulars with respect to the change request.
Permanent Closure
1 Issuing the service order for executing closure activity
2 Re assessment of security deposit and the outstanding bill details.
3 Issuing the final settlement Bill
Payment
1 Provision to accept the partial, Full payment for Bills, Vouchers generated under different modes
2 Provision to track the defaulter customers.

8. Meter/Regulator Management
Module for storing the inventory details of meter including the status, allotted, type, meter reading,
1
make , register number of meter
Interfacing with Customer & Order Management
Provision to update the meter status and readings based on allocation, re allocation and closure of
1
the account
Meter Reading management
Defining routes based on the sequence (device installed, house, locality, street etc.) in which you
1
want the devices to be read.
Provision to schedule the meter reading entry/capture exercise for a group of devices based on
2
date
3 Provision to enter the readings manually into the system
4 Provision to capture the readings from the HHD/CMRI devices in bulk mode
5 Provision to validate the entries with respect to the closure meter reading

9. Metered and Unmetered Billing
1 Capability for streetlight billing, which may or may not involve any meter
2 Estimate Billing based on Previous readings
LT category customers, the provision to capture readings from two different meters, (one for
3
industry/another for lighting. Viz. A workshop.)
4 For HT customers, usage charges based on Energy Reading and Demand Reading to be calculated
Charges
Charges may be applied based on consumption, connected load or fixed.
1
2 Surcharge, Penalty Configurations based on the consumption
3 Attaching one time charges
4 Calculate interest/penalty on the outstanding bills
5 Power factor and load factor based surcharge
6 Seasonal and off seasonal billable demand for billing.
7 Segregation for TOD billing based on the different season
For High-tension customers for which the capacitors up to the specified rating and specification not
8 installed, a provision for surcharge is present

10. Energy Accounting
System is required to account the energy flows various feeders, transformers, substations
1
or sections of the electrical system
Load Census
Provision to compare the average consumption and the contract demands of the customer
1
for a period should be provided
Load Balancing
Output of the load census is the balancing module, which will provide inputs to concerned
1 field staffs to take necessary action to rectify the issue related to imbalance of load coming
under a transformer.

11. Billing –Major Features

12. Functional
# Detailed
Requirements
For specific customers , generic industries season based special charging should be
1 Seasonal Billing
possible
Meter read entry based on Time of Usage . From a rate definition and resolution point
2 TOU
of view, system support define different rates based on day and time breaks .
Should support capture interval reads and consolidate based on industry standard
3 Interval Reads
algorithms
Real Time Pricing
Support real time read and parsing capability which can be used to read meter reads
4 and Dynamic
(from head end /external MDM) and perform pricing in real time.
pricing
Aggregated billing
5 Billing based on a schedule or on demand
based on customer
Premise Managing unique Premise database and provision to track un authorized usage .
6
Management Linking of customer to premise
Service Deliver
7 SDP management and its linkage to premise and meter
Point

13. Functional
# Detailed
Requirements
Non metered Billing Standard recurring charge based billing against identified attributes (category) like
8
- Street light billing solar, watt , no of lights etc
9 cancels/Re bills Feature to perform re bill before closing the bill/schedule
10 Adjustments Support credit/debit adjustments
11 Tax calculations Support multi /single tax definitions
Billing Factors &
Calculation Parsing meter read records from external meter head end systems and enables
12 configuration of enriching of billing, rating attributes from master /meter database to help identifying
different product the respective rate plans to price the meter reads .
and services
VEE and exception
13 Perform validation, enrichment and editing as per the standard industry algorithms.
handling

14. Thank you