Itron Enterprise Edition Meter Data Management SMART METER / AMI ROADMAP

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2 Itron Enterprise Edition Meter Data Management SMART METER / AMI ROADMAP

3 IEE AMI MDM Roadmap: Q Q Q > AMI System Integration for Readings and Events > AMI Readings Import, Validation and Estimation > Streamlined Data Storage > Enhanced Implementation of AMI VEE > Brokering of Advanced AMI Communications > AMI Billing Export > AMI Operator Dashboard > Interoperability Enhancements > Program Based Configuration > Enhanced device events management Delivery dates and > Enhanced AMI operator dashboard final scope TBD > Service Order integration

4 IEE Meter Data Management for AMI AMI Data Acquisition and Quality Assurance 6.0 AMI Readings Import Gap Fill Interrogation Reduced Readings Storage AMI Billing Determinant Calculations AMI Billing Calculations and Export Demand Response Billing Outage and Service Order Integration Enhancements Improved Outage Notification Filtering and Throttling Exception Management and Service Order Collection Validation Estimation Calculation Distribution Interoperability Enhancements Updated and Standardized Service Oriented Architecture Meter Command Brokering Enhanced Export Tracking Scale-Processing Usability Enhancements AMI Operator Dashboard Meter Communication Tests Program Based Configuration

5 Itron Enterprise Edition Meter Data Management AMI PROCESS SUPPORT

6 AMI MDM: Major Functions Meter Command Brokering Exception Management / Service Order Initiation Warehousing

7 Itron Enterprise Edition Meter Data Management READINGS IMPORT AND QUALITY ASSURANCE

8 Import Use Case: Missing Readings Action 1: Automatic Estimation Import Data Quality Assurance IEE fills all detected gaps with estimated readings, per Validation Set configuration. Action 2: Gap Fill Interrogation Import Data Quality Assurance With two-way capable meters, IEE will re-interrogate a configurable number of times in order to fill gaps.

9 Import Use Case: Prolonged Communication Failure 8.0 Reque st? Import Data Quality Assurance Service Order Initiation If after a configurable number of days no actual readings have been imported for an active meter send a service order request to the Service Order Management system.

10 Import Use Case: Banked Readings Both during AMI deployment and regular meter exchanges (where an AMI meter is set), readings data may be arrive for IEE to import before the service order has completed. If IEE does not recognize the meter identifier in the readings file, or the configuration in IEE does not match the readings provided, the readings will be banked. IEE will automatically attempt to import banked readings for a configurable number of days.

11 Import Use Case: Banked Readings 8.0 In a future release, IEE will be able to send an automatic notification of the failure to import readings for a given meter to an external system. This strange device has sent me readings for 5 consecutive days now, but I still don t know who he is. Do you know him?

12 ARI Monitor: Data Quality - Gaps Export list to spreadsheet. Filter to see meters with either total gaps in period of a certain number of hours, or only meters with contiguous gaps of a certain duration. Columns include: meter ID, Meter Number, Endpoint ID, Service Point, Premise, Account, Gap start and end, and gap duration.

13 ARI Monitor: Data Quality - VE Can search for a specific meter or service point. VE Summary counts validation failures by Validation Set and Validation Rule For each Validation Set, counts: Failed meters Failed readings Estimated Readings Total Reads Processed When a Validation Set is selected: Failed meters and readings by rule. Estimated meters and readings by routine.

14 Itron Enterprise Edition Meter Data Management BILLING AND DEMAND RESPONSE

15 What is your timeframe for getting the API changes finalized and having a released version? Systems of Record: That s mine! Moving from monthly residential readings to automatic collection and billing from interval data does involve changes in ownership of certain data elements and processes. The MDM should help reduce this impact: CIS ownership of process should remain very much the same as it does today.

16 Systems of Record: Monthly Read Billing Process

17 Systems of Record: Monthly Read Billing Process

18 This Part Looks Familiar... AMI billing process with register reads: Itron Enterprise Edition supports the same business process that exists with manual register collection. 5.0 Collection Engine IEE MDM 1 2 CIS Automatic collection process. Schedule completely independent from billing CIS issues same reading request 1 ( ) as with hand-held collection process. MDM 2 responds ( ) immediately with AMIcollected register reads

19 This Part Looks Familiar... AMI Billing process with interval reads: The MDM should (and IEE does) enable a similar process with interval billing, in order to minimize business and system impacts... IEE MDM CIS Collection Engine Automatic collection process. Schedule completely independent from billing CIS issues request for determinants 1 ( ) in a manner similar to hand-held billing process. MDM calculates 2 determinants ( ) from best available interval data and responds immediately with determinants 3 and quality indicators ( ).

20 Billing Use Cases All billing request use cases handled by IEE s AMI Billing Export module. On-Cycle billing requests: up to 500K requests daily Final bill / short bill requests: potentially tens of thousands daily Rebill requests: potentially tens of thousands daily What If / Rate Shielding requests:?? IEE s AMI Billing Export module has been benchmarked to perform 500K on-cycle requests within a 3 hour window: TOU determinant calculations Demand response event calculations

21 The Billing Life Cycle of a DR Event Event Day DR Event API DR event called Every Day External System VEE and Like Day Selection IEE Database Server Events and Participating Service Points IEE Readings XML File(s) Event Baseline (if required) Rate Engine calculates billing determinants Billing Day Rate Assignment AMI Billing Export Request XML File External System

22 + Other Billing Use Cases Use Case: New Data Arrives, Post Billing Automatic re-calculation and re-export of determinants once new readings are created over previously billed data. Use Case: Did Bill / Should Have Billed Analysis in MDM IEE is being enhanced to track the billed version of readings data (that used to calculate determinants) Enables users to view current and billed versions of data. Will support confirmation of billing from the billing

23 Itron Enterprise Edition Meter Data Management DEVICE EVENT MANAGEMENT

24 Event Management Use Cases Wide Spread Outage High speed import and export of outage events Throttling / batching of outage messages to keep the OMS from being swamped with data 8.0 Noise Cancellation: Momentaries, Tampers and Planned Outages Remove noise from the system by filtering out cancelling events: Outages closely followed by restores Outages closely followed by tampers Filter out outages where a service order is open against the given device.

25 Itron Enterprise Edition Meter Data Management EXCEPTION MANAGEMENT / SERVICE ORDER INTEGRATION

26 Exception Management Process 8.0 New UI / Process IEE MDM Existing UI Existing Process C&I Reading Validation Failures ARI Reading Validation Failures Billing Exceptions Gap Fill Failures New API / Work Flow Existing API / Work Flow Work Queue SOR W Warning (requires inquiry) W SO R SO SO Request (automatic export) Service Order Information Exception Management Process and Queue SOR SO CIS / Work Order Management W/SO R Event Filter Meter AMI Head End Device Events

27 Itron Enterprise Edition Meter Data Management METER COMMAND BROKERING

28 IEE Command Brokering Command brokering the act of receiving, routing, and responding to two-way AMI device requests is being added in IEE. IEE supports synchronous and asynchronous web service requests, where appropriate. CIS Communication 15 Disconnec t Meter 123 Communication 15 Meter 123 Disconnecte d Communication 16 Disconnec t Meter XJ8 ID 15: Disc Pending 123 Submitted Complete IEE MDM IEE MDM Communication 15 Disconnec t Meter 123 Communication 15 Meter 123 Disconnected AMI Head End 1 AMI Head End DEF AB C Communication 16 Sorry, I don t know that meter GH I 28

29 8.0(+) IEE Command Brokering Existing Commands: Meter Interrogation On Demand Read / Contingency Read Remote Connect / Disconnect Communications Test ( Ping ) Load Side Voltage Test Meter Configuration Program Change On the Roadmap: Price Signal (HAN) Load Limiting HAN Device Message

30 Collection Quality Assurance Calculation Distribution Itron Enterprise Edition Meter Data Management QUESTIONS?

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