Alignment of Metering Point characteristics

Transcription

1 Business Requirements for Alignment of Metering Point characteristics Status: Approved by ebix Forum Version: 3.3 Revision: C Date: June 2018

2 ebix Business Requirements for Alignment of Metering Point characteristics 2 C O N T E N T A. About this document... 3 A.1. Comments to the ebix model... 3 A.2. References... 3 A.2.1. Standards... 3 A.2.2. ebix Documents... 3 A.3. Participants in the project... 4 A.4. Main changes since last version Business Requirements View: Alignment of Metering Point characteristics Business Domain View: Notify Metering Point characteristics (Business Process UseCase) Description Business process Business Domain View: Request Metering Point characteristics (Business Process UseCase) Description Business process Business Partner View Business partners related to alignment of Metering Point characteristics Business Data View Metering Point characteristics (Class Diagram) Notify Metering Point characteristics (State Diagram) Request Metering Point characteristics (Class Diagram) Request Metering Point characteristics (State Diagram) Reject Request Metering Point characteristics (Class Diagram)... 25

3 ebix Business Requirements for Alignment of Metering Point characteristics 3 A. About this document This document is a business requirements specification for the Request Metering Point characteristics process within the structuring process of the European energy market. The alignment of Metering Point characteristics is a process that has two ways of functioning: first after an update of the characteristics the Metering Point Administrator will notify all linked roles and secondly a linked role can request for the Metering Point characteristics. The Request Metering Point characteristics is a process where a party requests characteristics of a Metering Point. It is a prerequisite that the requesting party is authorised to receive Metering Point characteristics, i.e. that the requesting party has a formal responsibility for the Metering Point, such as Balance Supplier or Balance Responsible Party. Contrary to the Upfront Request Metering Point characteristics process, the Request Metering Point characteristics process may return all Metering Point characteristics elements the requesting party may need to fulfil its obligations in the energy market. As a general introduction ebix has published a separate document Introduction to ebix Business Requirements and Business Information Models [3]. The introduction also includes the generic model elements that are not specific for a particular business process. In line with UN/CEFACT Modelling Methodology version 2 (UMM-2) ebix defines the business requirements before starting the actual modelling. These requirements have been specified by the ebix work group Customer Switching (CuS) and are the basis for the Business Information Model which is published in a separate document. The Business Information Model is in turn the basis for the creation of XML schema s and is expected to be the basis for the specification of web services in a next version of the model document. Since ebix supports both EDIFACT and XML the model will also serve as the basis for the creation of Message Implementation Guides for the mapping to EDIFACT UNSM s. The Business Information Model and the syntax specific structures are specified by the ebix Technical Committee (ETC). A.1. Comments to the ebix model If you have comments or suggestions to the requirements please contact ebix secretary at secretary@ebix.org. A.2. References A.2.1. Standards [1] UML Profile for UN/CEFACT s Modelling Methodology (UMM), Base Module 2.0.,( [2] The Harmonized Role Model (for the Electricity Market) by ebix, ENTSO-E, and EFET ( A.2.2. ebix Documents [3] Introduction to ebix Business Requirements and Business Information Models ( [4] Recommended Identification Schemes for the European Energy Market (

4 ebix Business Requirements for Alignment of Metering Point characteristics 4 [5] ebix code lists ( A.3. Participants in the project These Business Requirements as part of the ebix Model for the European Energy Market (see [3]) are made in a project with the members of CuS. A.4. Main changes since last version Old New Clarification Date Draft for version 3.3.A Update of class diagrams Update of class diagrams Update of class diagrams 1. Addition of enumeration «Assembled» 2. Addition of Header and Context Information 1. The Request and Notify MP characteristics BRSs are merged into this BRS Alignment of MP characteristics. 2. The Business Reason Code E0G (Alignment of master data MP) is used in both responses and notifications 3. The Header and Context information are placed close to Additions and Async Additions classes; 4. It is added a Dependency between the Root class and the Header and Context information ; 5. Addition of definitions of Header and Context information related to all class diagrams. Updated after CuS meeting November Addition of Linked- or Initiator- Role in UseCase diagrams 2. Addition of new elements related to the MP: a. Physical Characteristics, Disconnection Method b. Physical Characteristics, Capacity of a Metering point c. MP Characteristics, Sustainable Energy d. MP Characteristics, Disconnection contract

5 ebix Business Requirements for Alignment of Metering Point characteristics 5 Old New Clarification Date Meter Reading Characteristics is renamed to Meter Data Collection Method Updated during CuS meeting April 8 th Update proposal from ETC April 2015 Updated after CuS meeting October 2015 Addition of an Address language attribute Repeatable MP Address class Rename of Physical MP Characteristics to MP Physical Characteristics Rename of Administrative MP Characteristics to MP Administrative Characteristics Addition of Calorific Reception Station and Energy Labeling Fuel Rename of Technology code to Energy Label Technology Addition of new Measure Unit Codes for gas Updated after CuS meeting November 2015 Textual corrections etc Updated after CuS meeting February 2016 Updated after CuS meeting June 2016 Clean up of the class diagrams (data types, colour etc.) Clean up of the class diagrams (data types, colour etc.) Version 3.3.B Changed BRS status to Approved by ebix Forum Removal of names and addresses. Version 3.3.C Version 3.2.A

6 ebix Business Requirements for Alignment of Metering Point characteristics 6 Old New Clarification Date Addition of data element definitions Update of references and textual corrections Data element definitions and introduction Updated after CuS meeting August General corrections, e.g. text alignment between CuS BRVs General corrections, e.g. text alignment between CuS BRVs Updated after CuS meeting December 2012 Reviewed and updated by CuS during meeting February General corrections, e.g. text alignment between CuS BRVs Updated after CuS meeting February General corrections, e.g. text alignment between CuS BRVs Added a reference to ebix Code lists Added page shift for level one and two. Removed actors from the top level UseCase Renamed Grid User to Grid Customer Renamed Initiating Role and Requesting Role to Initiator Renamed Linked Role to Linked Party Added stereotypes to enumerations Add separate chapters for UseCases described in external BRV s Document names in Upper Camel Case Rephrased endswhen and beginswhen in UseCase Descriptions Updated links to UN/CEFACT documents Rephrased post condition text in the top level UseCases Responding document states are made explicit State machines are update In the Business processes (Activity diagrams), the end ( Success ) is moved to the recipients swimlane Customer, Grid Customer and Supply Customer are used consistent Reference links are shown in brackets

7 ebix Business Requirements for Alignment of Metering Point characteristics 7 Old New Clarification Date «Business entity» is added where missing New classes are added for generic entities, such as MP and Meter General corrections, e.g. spelling errors Layout of document Class diagrams Review and update Version 3.1.A Updated according to a common ebix layout Updated according to new ebix modelling principles Updated after CuS meeting September Review and update Updated after CuS meeting March

8 ebix Business Requirements for Alignment of Metering Point characteristics 8 1 Business Requirements View: Alignment of Metering Point characteristics 1.1 Business Domain View: Notify Metering Point characteristics (Business Process UseCase) Figure 1 Notify Metering Point characteristics Description UseCase description: Notify Metering Point characteristics definition In this process the Metering Point Administrator distributes Metering Point characteristics for a Metering Point to Linked parties 1 and 2 : Balance Responsible Party Balance Supplier 1 The number of Linked parties may vary between countries. 2 A party is linked to the Metering Point at a given time, i.e. the old supplier should not receive Metering Point characteristics after a change.

9 ebix Business Requirements for Alignment of Metering Point characteristics 9 Grid Access Provider Meter Administrator Metered Data Aggregator 3 Metered Data Collector 4 Metered Data Responsible Reconciliation Responsible 5 Transport Capacity Responsible Party after update of one or more of these characteristics of this Metering Point beginswhen When there have been changes to the Metering Point characteristics precondition One or more parties linked to a Metering Point and registered in the Metering Point register for this Metering Point are entitled to receive these Metering Point characteristics One or more Metering Point characteristics for this Metering Point have been changed endswhen postcondition exceptions When the Linked parties have received the notification The Metering Point characteristics of this Metering Point have been notified by the Metering point Administrator to the Linked parties Note that Metering Point characteristics (master data) should not be cancelled, but updated actions See In the present ebix model, it is assumed that role of the Metered Data Aggregator is performed by the DSO. Consequently, the Metered Data Aggregator has access to MP characteristics. In case another actor performs the role of Metered Data Aggregator, additional measures must be taken to ensure necessary information flow. 4 The Metered data collector is linked to the Metering Point for practical purposes. It may need the Metering Point characteristics, but is according to the Harmonised role model [1], linked to the Register. 5 In the present ebix model, it is assumed that role of the Reconciliation responsible is performed by the DSO. Consequently, the Reconciliation responsible has access to MP characteristics. In case another actor performs the role of Reconciliation responsible, additional measures must be taken to ensure necessary information flow.

10 ebix Business Requirements for Alignment of Metering Point characteristics Business process Figure 2 Business Process Notify Metering Point characteristics

11 ebix Business Requirements for Alignment of Metering Point characteristics Business Domain View: Request Metering Point characteristics (Business Process UseCase) Description Figure 3 Request Metering Point characteristics UseCase description: Request Metering Point characteristics definition This is the process where an Initiator 6 (Market Role), i.e.: Balance Responsible Party Balance Supplier Grid Access Provider Meter Administrator Metered Data Aggregator 7 6 The number of Initiators may vary between countries 7 The Metered Data Aggregator is implicitly linked to the Metering Point and normally not present in the Metering Point database as an attribute.

12 ebix Business Requirements for Alignment of Metering Point characteristics 12 Metered Data Collector 8 Metered Data Responsible Reconciliation Responsible 9 Transport Capacity Responsible Party can align its Metering Point characteristics for a specified Metering Point with the Metering Point Administrator beginswhen precondition endswhen postcondition exceptions When the Initiator needs to align its master data for a specific Metering Point The Initiator is linked/known to the Metering Point When the Initiator has received the master data for the Metering Point from the Metering Point Administrator or the request was rejected Metering Point characteristics for the Metering Point are received by the Initiator or the request is rejected, e.g. if the Initiator is not allowed access to the data (based on national rules) A request for master data may be cancelled, dependent on national rules actions See The Metered Data Collector is linked to the Metering Point for practical purposes and may need the Metering Point characteristics, but is according to the Harmonised role model [1], linked to the Register 9 The Reconciliation Responsible is implicitly linked to the Metering Point and normally not present in the Metering Point database as an attribute.

13 ebix Business Requirements for Alignment of Metering Point characteristics Business process Figure 4 Business Process: Request Metering Point characteristics

14 ebix Business Requirements for Alignment of Metering Point characteristics Business Partner View Business partners related to alignment of Metering Point characteristics Figure 5 Business partners related to alignment of Metering Point characteristics

15 ebix Business Requirements for Alignment of Metering Point characteristics Business Data View A general introduction to the Business Data View can be found in the Introduction to ebix Business Requirements and Business Information Models ( [3].

16 ebix Business Requirements for Alignment of Metering Point characteristics Metering Point characteristics (Class Diagram)

17 ebix Business Requirements for Alignment of Metering Point characteristics 17 Figure 6 Metering Point characteristics Element definitions, Metering Point characteristics Class/attribute Sector 10 Description «Business entity» Metering Point characteristics Validity start date Snapshot date «Business entity» Metering Point Identification Metering Point Address The information set to be sent to a Linked Role or returned to an Initiator i.e.: Balance Responsible Party Balance Supplier Grid Access Provider Metered Data Aggregator Metered Data Collector Metered Data Responsible Reconciliation Responsible Transport Capacity Responsible Party from the Metering Point Administrator when Notifying responding to a request for Metering Point characteristics for a specified Metering Point. The date when the content of this business document becomes or became valid. The date and time when the set of information was extracted from the Metering Point register. An entity where energy products are measured or computed. The unique identification of the Metering Point the Request Metering Point characteristics is intended for. The address of the Metering Point. City Name Street Name Building Number Postcode Room Identification May be repeated if more than one language is used nationally. The name, expressed as text, of the city, town or village of this address. The name, expressed as text, of this street or thoroughfare of this address. The number, expressed as text, of the building or house on this street at this address. 11 The code specifying the postcode of this address. The identification, expressed as text, of the room, suite, office or apartment as part of this address. 10 It is assumed that Metering Points are uniquely dedicated to either electricity or to gas. 11 The Building Number may include a Building Number Extension, such as one or more character making the address unique.

18 ebix Business Requirements for Alignment of Metering Point characteristics 18 Floor Identification Country Address language Geographical Coordinate Latitude Longitude The identification by name or number, expressed as text, of the floor in the building as part of this address. The unique identifier of the country for this address (Reference ISO 3166 and UN/ECE Rec 3). The language in which the address is specified, using ISO two digit language code The set of geographical coordinates of this Metering Point. The measure of the latitude as an angular distance north or south from the Equator meridian to the meridian of this Metering Point for this geographical coordinate. (Reference ISO 6709). The measure of the longitude as an angular distance east or west from the Greenwich meridian to the meridian of this Metering Point (Reference ISO 6709). Altitude 12 Gas The measure of the altitude that reflects the vertical elevation of this Metering Point above a surface for this geographical coordinate (Reference ISO 6709). System Metering Point Party Balance Supplier ID Metered Data Responsible ID Balance Responsible Party ID Transport Capacity Responsible Party ID Grid Access Provider ID Supply Customer Name ID The unique identifier of the reference system used for measuring this geographical coordinate. The party that has, within the context of this process, a relevant responsibility for this Metering Point. The unique identification of the Balance Supplier responsible for this Metering Point. The unique identification of the Metered Data Responsible, responsible for this Metering Point. The unique identification of the Balance Responsible Party responsible for this Metering Point. The unique identification of the Transport Capacity Responsible Party responsible for this Metering Point. The unique identification of the Grid Access Provider responsible for this Metering Point. The Customer that has the contract for supply of energy for this Metering Point The name of this Supply Customer The unique identification of this Supply Customer 12 The altitude of the meter may be used in the gas sector for correction purposes.

19 ebix Business Requirements for Alignment of Metering Point characteristics 19 Grid Customer Name ID MP Administrative characteristics Balance Group ID Type Of Metering Point Metering Method Settlement Method Scheduled Meter Reading Date Meter Reading Periodicity Metered Data Collection Method Grid Agreement Type Administrative Status Contracted Connection Capacity Contracted Connection Capacity Measure Unit Disconnection Contract The Customer that has the contract for access and transport of energy for this Metering Point. The name of the Grid Customer The unique identification of the Grid Customer The relevant administrative characteristics of this Metering Point. The unique identification of the Balance Group to which this Metering Point belongs. A code specifying the direction of the active energy flow in this Metering Point, such as consumption, production or combined. A code specifying how the energy volumes are established for this Metering Point, such as continuous- non-continuous- or not-metered. A code specifying how the energy volumes are treated for settlement for this Metering Point, such as profiled or non-profiled. 13 The indication of when the regular meter reading is scheduled. The length of time between the meter readings. A code specifying how a Metered Data Collector collects data from the Meter for this Metering Point, such as Automatic or Manually. Specification of type of grid contract, such as if the contract is directly between the Grid Access Provider and the Grid Customer, or through the Balance Supplier. A code specifying whether (or not) the Metering Point is part of the imbalance settlement. Quantitative information about the capacity of the connection that is contracted for the Metering Point. The unit of measure used for the Contracted Connection Capacity. Disconnection Contract indicates if there is a contract at the Metering Point for disconnection as a result of the demand side management or the load management for this Metering Point. The element is Boolean and used for both gas and electricity. 13 A profiled Metering Point is always a part of the reconciliation process as opposed to non-profiled.

20 ebix Business Requirements for Alignment of Metering Point characteristics 20 Energy Label Technology Fuel «Business entity» Metering Grid Area Identification «Business entity» Aggregated Reception Station Elec Gas A class indicating the origin of the energy produced at this Metering point An indication of the technology of the energy production, or part of the energy production, that is potentially fed into the grid at this Metering point. An indication of the fuel used for the energy production, or part of the energy production, that is potentially fed into the grid at this Metering point. A Metering Grid Area is a physical area where consumption, production and exchange of (electrical) energy can be metered. It is delimited by the placement of meters for period measurement (continuous metering) for input to, and withdrawal from the area. It can be used to establish the sum of consumption and production with no period measurement (profiled metering points) and network losses. The unique identification of the Metering Grid Area to which this Metering Point belongs. An administrative entity that represents one or more reception (and distribution) stations for gas (which are physical installations). This entity functions as the exchange point between grids where calorific value and volumes are established. Identification «Business entity» Calorific Value Area Identification MP Physical Characteristics Connection Status Disconnection Method Gas Dependency: Use either Aggregated Reception Station or Calorific Value Area. The unique identification of the Aggregated Reception Station to which this Metering Point belongs. A Calorific Value Area is a predefined set of Metering points for which the same established calorific value is applied. The unique identification of the Calorific Value Area to which this Metering Point belongs. The relevant physical characteristics of this Metering Point. A code specifying if the installation of the Metering Point is physically connected to the grid and energy flow is possible. The Disconnection Method is an indication of how the Metering Point is physically connected or disconnected.

21 ebix Business Requirements for Alignment of Metering Point characteristics 21 Capacity of the Metering point Capacity of a Metering point is the maximum physical capacity of the Metering Point. Capacity of the Metering point Measure Unit For electricity, the maximum capacity for the Metering Point is given in kw or MW or calculated from the nominal voltage level, number of phases and current limitations. The Capacity of a Metering point can be sent as the calculated capacity in kw or MW and/or as a combination of: Number of phases Fuse size Voltage level The measure unit used for the capacity of the Metering Point. For gas the maximum capacity for the Metering Point is given in m 3 /hour, usually determined by the physical constraints of the (nozzles in the) Meter. Current limitation Elec The current limitation, i.e. maximum current or fuse size, for the Metering Point in Ampere Current limitation Measure Unit Elec The measure unit used for the current limitation, i.e. Ampere Number of phases Elec The number of phases in the Metering Point, either 1 or 3. Voltage Level Elec A code specifying the voltage level of the grid where the installation of the Metering Point is connected. Pressure level Gas A code specifying the gas pressure in the grid where the installation of the Metering Point is connected. Reconciliation Information Product Type Measure Unit Standard Load Profile Direction Estimated annual volume Quantity Meter Time Frame Type Elec Characteristics of the energy volume for this Metering Point for reconciliation purposes. A code specifying the energy product for the estimated annual volume. The unit of measure used for the Estimated Annual Volume. The standard load profile for this Metering Point. A code specifying the direction of the energy in the estimated annual volume for this Metering Point, such as consumption or production. The energy volume used for profiled nomination and allocation for this Metering Point. The estimated annual volume for the specified time frame. A code specifying the tariff time frame for this estimated annual volume.

22 ebix Business Requirements for Alignment of Metering Point characteristics 22 Metering Point characteristics Additions Transaction ID Reference to requesting Transaction ID Business process ID Metering Point characteristics Async Additions Header and Context Information Document Type Business Reason Ancillary Business Process Role Information related to the exchange of the Request Metering Point characteristics, to be agreed on a national level. The unique identification of this set of information, given by the Initiator. A reference to the requesting business document, used in the responding business document in a business transaction. Only used when responding to a request. The unique identification, given by the Metering Point Administrator, of this Request Metering Point characteristics process that this exchange is part of. Information related to the exchange of the request for Metering Point characteristics, needed when using asynchronous communication. The set of information specifying the information to be added to this payload Metering Point characteristics in order to enable the exchange as a document. A code representing the document type used for the exchange of this set of information. A code representing the business reason for the exchange of this set of information. A code representing the market role taking part in this exchange together with the role responsible for the process/this exchange Notify Metering Point characteristics (State Diagram) Figure 7 Notify Metering Point characteristics

23 ebix Business Requirements for Alignment of Metering Point characteristics Request Metering Point characteristics (Class Diagram) Figure 8 Request Metering Point characteristics Element definitions, Request Metering Point characteristics «Business entity» The information set to be sent by an Initiator, i.e.: Request Metering Point Balance Responsible Party characteristics Balance Supplier Grid Access Provider Metered Data Aggregator Metered Data Collector Metered Data Responsible Reconciliation Responsible Transport Capacity Responsible Party Initiator ID «Business entity» Metering Point Identification Request Metering Point characteristics Additions to the Metering Point Administrator when requesting Metering Point characteristics The unique identification of the party that requests Metering Point characteristics An entity where energy products are measured or computed The unique identification of the Metering Point the Request Metering Point characteristics is intended for Additional information, related to Request Metering Point characteristics, to be agreed on a national level

24 ebix Business Requirements for Alignment of Metering Point characteristics 24 Transaction ID Validity Date Request Metering Point characteristics Async Additions Header and Context Information Document Type Business Reason Ancillary Business Process Role The unique identification of this set of information, given by the Initiator. The date for when the requested Metering Point characteristics shall be valid. Additional information, related to Requesting Metering Point characteristics, needed when using asynchronous communication, however not used in this request. The set of information specifying the information to be added to this payload Request Metering Point characteristics in order to enable the exchange as a document. A code representing the document type used for the exchange of this set of information. A code representing the business reason for the exchange of this set of information. A code representing the market role taking part in this exchange together with the role responsible for the process/this exchange Request Metering Point characteristics (State Diagram) Figure 9 Request Metering Point characteristics

25 ebix Business Requirements for Alignment of Metering Point characteristics Reject Request Metering Point characteristics (Class Diagram) Figure 10 Reject Request Metering Point characteristics Element definitions, Reject Request Metering Point characteristics «Business entity» Reject Request Metering Point characteristics The information set sent from the Metering Point Administrator to the Initiator, i.e.: Balance Responsible Party Balance Supplier Grid Access Provider Metered Data Aggregator Metered Data Collector Metered Data Responsible Reconciliation Responsible Transport Capacity Responsible Party Reason when rejecting a Request Metering Point characteristics. A code specifying (one of) the reason(s) for the rejection of the Request Metering Point characteristics.

26 ebix Business Requirements for Alignment of Metering Point characteristics 26 «Business entity» Metering Point Identification Reject Request Metering Point characteristics Additions Transaction ID Reference to requesting Transaction ID Reject Request Metering Point characteristics Async Additions Header and Context Information Document Type Business Reason Ancillary Business Process Role An entity where energy products are measured or computed. The unique identification of the Metering Point the rejected Request Metering Point characteristics was intended for. Additional information related to rejecting the Request Metering Point characteristics, to be agreed on a national level. The unique identification of this set of information given by the Metering Point Administrator. The Transaction ID from the request, where this is the response for, given by the Initiator. Additional information, related to the rejection of the Request Metering Point characteristics, needed when using asynchronous communication. The set of information specifying the information to be added to this payload Reject Request Metering Point characteristics in order to enable the exchange as a document. A code representing the document type used for the exchange of this set of information. A code representing the business reason for the exchange of this set of information. A code representing the market role taking part in this exchange together with the role responsible for the process/this exchange.