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1. Thoroughfare Name Double Dependent Locality Dependent Locality Post Town Post Code Contactthe CMA About the CMA Logica LPs with customer name access can search on any one of the following core data items individually e SPID e Customer Name e Building name e Thoroughfare Name e Dependant Locality or 20 CMA Scotland 2010 CentrallMarketAgency Software Releases Customer Names e Postcode If SPIDs exists partial tradeable or PDISC results will be returned Searches can be refined by entering any amount of additional data in the other core or non core search fields i e you might put in customer name and a post town prior to initiating the search A search on a WS or SS SPID will return the related WS or SS SPID The search fields are e Case Insensitive e All characters including a space are significant e Exact match except for the Customer Name field To clear search parameters the delete button can be used or the Clear button next to the Search button can be clicked Searching Individual Data Items This section outlines the rules for searching on individual data items only e Searching SPID Numbers Inputting the 12 digit SPID number would return the associated SPID information If the SPID exists both the WS and associated SS SPID information will be returned e Searching on Names 21 CMA Scotland 2010 CentrallMarketAgency The
2. 5 Impact on System Functionality Functional Area Impact Y N Description CMA User Interface LVI Yes Customer Name Search The Customer Name Search page will allow users to search for SPIDs based on customer or address details High Number of Searches Report An additional web page with a grid has been added to show users who perform a high number of customer name searches suggesting possible misuse No Customer Names Report An additional web page with a grid has been added to identify LPs who have not added customer names to their SPIDs Wholesaler User Interface LVI Yes LP User Interface LVI Yes Customer Name Update A new page will allow LPs to create a new T32 transaction to create update a customer name Web Services HVI No Addition of new transaction types T032 0 and T032 1 Addition of new error codes to TOO9 0 transaction Aggregation and Settlements No Registration Yes T032 transaction is now a mandatory part of the new connection process Work Flows Yes CustomerNames New workflow to process T32 transactions to update the customer name Data Model Yes Addition of functionality to store Customer Names Customer Name History and GIS X Y and Free Descriptor values Database Yes Addition of functionality to store Customer Names Customer Name History and GIS X Y and Free Descriptor values Reporting No 12 CMA Scotland 2010 CentrallMarketAgency So
3. customer name entered must be a minimum of four letters unless the exact match Software Releases Customer Names checkbox is ticked e g if you are searching for a customer name that contains only 3 letters such as B amp Q the exact match checkbox should be ticked If the exact match checkbox is ticked the following rules apply An exact match lookup is performed on the entered value on the Customer Names table For example vans would not return Evans Vanst and Evanso but would return Vans If the SPID exists both the WS and associated SS SPID information will be returned If the exact match checkbox is not ticked Wildcards are applied and the following rules apply A check will be made to ensure that the value entered in the Customer Name box is at least four characters If it isn t an appropriate message will be shown and the search will proceed on an exact match basis If the Customer Name is at least the minimum length a wildcard search will be performed on the value entered in this box on the Customer Names table This wildcard will be of the format VALUE i e the entered value can be contained anywhere within the Customer Name For example vans would return Evans Vanst Evanso and Vans Wildcards are automatically applied to the start and end of the customer name unless the exact match checkbox is selected If the SPID exists both the WS and associated SS SPID information will be returned e Searching on A
4. or the full out code first part of the postcode only 23 CMA Scotland 2010 Software Releases Customer Names Search Resu Its CentralMarketAgency If the SPID exists both the WS and associated SS SPID information will be returned All results are returned in real time and multiple returns are presented and viewable by SPID number Customer Name and Post Town and presented in SPID number order There are a maximum of 50 per page and these can be sorted by SPID Customer Name and Post Town To get back to the search options page the link on the top left marked Back to search options can be clicked Search CMA Registration System Windows Internet Explorer Go http 192 168 100 32 LV1 CustomerNamesSearch aspx x x File Edit View Favorites Tools Help P We ode search oMa Registration System El A D Be Eyre G took CentrallMarketAgency You are logged in as ipsdmin OSPREY logout My Account Dashboards Registration Trade Effluent Administration CMA Home gt Administration gt Customer Names gt Search This Section Y Customer Name Search v Customer Names Back to search options gt em J SPID Customer Name Post Town View 100017570106 WH Smith Ltd GALASHELS More Details 100017570203 WH Smith Ltd GALASHELS More Details 100042200105 WH Smith Ltd HAWICK More Details 100042200202 WH Smith Ltd HAWICK More Detai
5. the top left marked Back to search results can be clicked CMA Registration System Windows Internet Explorer Eek OR http 192 168 100 32 LVI CustomerNamesSearch aspx ls x e Pje Fie Edit View Favorites Tools Help k amp search cma Registration System gt D E Pae rs CentrallMarketAgency You are logged in as Ipsdmin OSPREY logout My Account Dashboards Registration Trade Effluent Administration r Names gt Search Customer Name Search Back to search results Customer Name Details and History Details Address SPID 100017570108 Free Descriptor Customer Name WH Smith Ltd Sub Building Name Customer Name Type Building Name Vacant No Building Number 29 3 Dependent Name Dependent Descriptor Thoroughfare Name Channel Street Thoroughfare Descriptor Double Dependent Locality Dependent Locality 7Post Town GALASHIELS County 7Post Code TD1 1BJ Customer Name Customer Name Type Effective Date WH Smith Ltd 11 Jun 2010 WH Smith Ltd Customer 23 Jun 2010 Contsctthe CMA About the CMA M oridoeall logica internet Q100 LEE NEN 3 Micosoft Off S Determination Search CMA Re amp Microsoft Excel The More Details screen displays the following information o SPID o Customer Name o Full Address Details 13 Fields o Postcode 25 CMA Scotland 2010 Software Releases Customer Na
6. CentralMarketAgency Software Releases Customer Names CentralMarketAgency Software Release Customer Names Software Release Note June 2010 Version 1 Published Software Releases Customer Names CentrallMarketAgency Contents 1 DOCUMENT PUL POS iis rie r o a aE E a aa ea a a EEE Eaa aaa o EEES 4 2 ducum EA E SEA AO IEE E A O OEA 4 3 Release Contents u eere erret rese Enero pee e dde re esac E gua Une raa DR eaa DERE 5 A Summary of Changes rdi itera dug eaa eicere aee a REEL ee saa y aee eaa sd get eau aede aa uiuo a uuu ea cda 6 5 Impact on System Functionality esses esee ener enne sientes RAE 12 6 Impact on Configured Change Items enne enne nnn nnne enirn inni nn sth sse nnns 14 Ai implemen iio sie icri tes TOONE I ssa dh UE E eden Po eR FR O S METREEEEAU ER ERR DATE Flu vices 14 8 System changes Technical Information eese nennen enne enne tina n anser nn an 16 Appendix 1 Search Rules eiie citt eter acest eos ict ones detect ers cordia aiee eE eae reia Erana 20 2 CMA Scotland 2010 Software Releases Customer Names Revision History CentrallMarketAgency Rev Date Description Author Reviewer Version 1 23 06 10 Draft Gary Craig David Nicol Version 24 06 10 Published Gary Craig Final CMA Scotland 2010 CentrallMarketAgency Software Releases Customer Names 1 Document Purpose This Release Note sets out the change
7. Name Searches e Customer Name Reports ii X Y Co ordinates e Meter GIS Details iii Minor Enhancements Fixes 5 CMA Scotland 2010 Software Releases Customer Names 4 Summary of Changes CentralMarketAgency Reference Project Title Phase 1 MCCP CC041 Customer Customer Name Transactions Create Updat Hanes Create Update Customer Name Search Customer Name Reports Auditing 2 MCCP CC048 Customer Meter GIS Details Names 3 CMACP081 Customer Minor Enhancements Fixes Names CMA Scotland 2010 CentrallMarketAgency Software Releases Customer Names 4 1 Customer Names on Database In the current version of the Central System Software there is no customer name functionality 4 1 1 Customer Name Transactions Create Update Current Arrangement In the current version of the Central System Software there is no customer name transaction functionality Change A new page on the LVI has been created to allow LPs to add update a customer name to a SPID This page will initiate a new transaction A new transaction HVI LVI has been created called 1032 0 CreateUpdateCustomerName This transaction will e Be made up of three elements o D2001 SPID A text field of up to twelve characters o D2027 CustomerName A text field of up to 255 characters o D2028 CustomerNameType An enumeration initially containing Customer or Developer A new transaction record
8. ddresses The search will be an exact match against the entered fields e g building name will only search for exact matches on the Building Name field etc The rules for searching these data items are 22 CMA Scotland 2010 CentralMarketAgency In some instances searching on one data item will be permissible e g Software Releases Customer Names outlined in the table Building Name In other cases a data item must be accompanied by another data item e g Post Town If the SPID exists both the WS and associated SS SPID information will be returned Searching should occur on the below address items in accordance with the rules Column Description Rules buildingName Building Name On its own buildingNumber Building Number Must be accompanied by one of the fields labelled on its own thoroughfareName Thoroughfare Name On its own dependentthoroughfarename Dependent Thoroughfare Name Must be accompanied by one of the fields labelled on its own doubledependentLocality Double dependent Must be accompanied by locality one of the fields labelled on its own dependentLocality Dependent locality On its own postTown Post Town Must be accompanied by one of the fields labelled on its own These fields can be accompanied by other core non address fields to return results e Searching on Postcode Searching can occur on the full post code
9. e released to the following environments for testing purposes e System Test e UAT MST e Production Environment Dundee One 7 4 Web Browser Compatibility The Low Volume Interface LVI is configured for operation with most available browsers The browsers that are supported by our Service Provider are a Internet Explorer 6 b Internet Explorer 7 c Internet Explorer 8 d Mozilla Firefox Version 2 e Mozilla Firefox Version 3 f Google Chrome Version 4 15 CMA Scotland 2010 Software Releases Customer Names CentralMarketAgency 8 System changes Technical Information 8 1 Changes to LVI User Interface Login The login page has been modified to use the new CMA logo and the current environment will be shown beneath the logo as shown CentralMarketAgency Enter Your Username and press Proceed UAT serhames When a user enters an incorrect password three times they are presented with an error message on the fourth attempt asking them to contact the CMA administrator 16 CMA Scotland 2010 Software Releases Customer Names CentrallVlarketAgency Customer Name Search A new Customer Name Search page has been created This page in addition to all existing pages that use the master page layout will now include the new CMA logo as well as altering the positioning of the Bridgeall and Logical logos at the foot of the page as shown The current environment will also be shown beneath the CMA lo
10. es Customer Names The next two items relate to functionality exclusively for CMA Users 4 1 3 Customer Name Reporting Current Arrangement In the current version of the Central System Software there is no customer name reporting functionality Change Two reports have been added to the system The High Number of Searches report will show all instances where a high number of customer name searches have been carried out The results of this report are based on the daily search limit which permits users to conduct 25 searches per day The second report will show SPIDs with no customer name assigned 4 1 4 Customer Name Auditing Current Arrangement In the current version of the Central System Software there is no customer name auditing Change Audit functionality has been added to customer name searches An audit record will be created for each customer name search The search criteria will be shown in the data before field with the number of results returned shown in the data after field The audit type is search and the action is Customer Name 5 X Y Co ordinates 9 CMA Scotland 2010 CentrallMarketAgency Software Releases Customer Names 5 1 Meter GIS Details Current Arrangement In the current version of the Central System Software there is no X Y or free descriptor field associated with meter details relating to the meter s geographic location Change The meters table has been altered to incl
11. ftware Releases Customer Names Functional Area Impact Y N Description Hardware and Infrastructure Yes Auditing Auditing table will contain more records Meter table will have extra columns added to store GIS X Y and Free Descriptor data New Customer Names table along with History table to store Customer Name against the Supply Point Core 13 CMA Scotland 2010 Software Releases Customer Names CentralMarketAgency 6 Impact on Configured Change Items There are no changes to the Operational Code There are changes to the Market Code including the CSDs Configured Change Item Change Impact See section Market Code No CSDs Yes 4 Schema HVI amp CSD0301 Annex A Yes 4 User Manual Yes 4 7 Implementation 7 1 Promotion of Release to the Central Systems The upgrade of the Central System is currently provisionally scheduled across the various environments as set out below Environment Release Date Available for use Production 28 06 10 29 06 10 7 2 Environments included in this release For the avoidance of doubt the following environments will be impacted by this release 14 CMA Scotland 2010 CentrallMarketAgency Software Releases Customer Names Production Environment Dundee One Test Environment Dundee Two CMA SP Scenario Test Environment Dundee Three 7 3 Environments included pre release The software has been pr
12. go CentralMarketAgency UAT You are logged in as admini CMA logout My Account Reports Dashboards Settlements Administration CMA Home gt Administration gt Customer Names gt Search This Section Customer Name Search v Customer Names gt Search Enter Customer Name Search Criteria SPID Customer Cluse exact match Building Name Building Number Dependent Name Thoroughfare Name Double Dependent Locality Dependent Locality Post Town Post Code Contact the CMA About the CMA logica 17 CMA Scotland 2010 Software Releases Customer Names CentralMarketAgency Customer Name Update A new Customer Name Update page has been created This page allows LP Admin users to initiate new T32 transactions to create or update a customer name for a SPID CentralMarketAgency You are logged in as lpadmin OSPREY logout My Account Dashboards Registration Trade Effluent Administration CMA Home gt Registration gt Supply Point Updates gt Customer Name This Section Update Customer Name v Supply Point Updates Enter Customer Name Details gt Update Misc SPID Data Meter Read Special Arrangements Customer Name Customer Name ON Customer Name Type Customer vj Contact the CMA About the CMA logica 18 CMA Scotland 2010 Software Releases Customer Names Mete
13. has been created called T032 1 CustomerNameUpdated This transaction will Be made up of three elements An initial data upload will be undertaken in conjunction with the Software Release to populate the Customer Name field 7 CMA Scotland 2010 CentrallMarketAgency o D2001 SPID A text field of twelve characters Software Releases Customer Names o D2027 CustomerName A text field of 255 characters o D2028 CustomerNameType An enumeration initially containing Customer and Developer The HVI has been modified to allow users to submit new T032 0 transactions New return TOO9 0 error code messages have been created e DXhasthe following text associated with it Either SPID does not exist or it is a Sewerage SPID that is paired to a Water SPID e DV has the following text associated with it Invalid Customer Name e DW has the following text associated with it Customer Name has not been entered for this SPID Connection cannot complete 4 1 2 Customer Name Search Functionality Current Arrangement In the current version of the Central System Software there is no customer name search functionality Change The system will allow Users with Customer Name access to search for SPIDs based on SPID Number Customer Name certain address fields and postcode The Search rules are contained in Appendix 1 LPs with LPAdmin and LPRead CN roles 8 CMA Scotland 2010 CentrallMarketAgency Software Releas
14. ls 100043040103 WH Smith Ltd KELSO More Details 100043040200 WH Smith Ltd KELSO More Detail 100088040101 WH Smith Ltd EDINBURGH More Details 100088040251 WH Smith Ltd EDINBURGH More Details 100127160105 WH Smith Ltd EDINBURGH More Details 100127160202 WH Smith Ltd EDINBURGH More Details 100251860151 WH Smith Ltd CUPAR More Details 100251860208 WH Smith Ltd CUPAR More Details 100251870106 WH Smith Ltd CUPAR More Details 100251870203 WH Smith Ltd CUPAR More Details 100256000102 WH Smith Ltd LEVEN More Details 100256000252 WH Smith Ltd LEVEN More Details 100348950152 WH Smith Ltd KIRKCALDY More Details 100348950209 WH Smith Ltd KIRKCALDY More Details 100367710109 WH Smith Ltd GLENROTHES More Details 100367710206 WH Smith Ltd GLENROTHES More Details 100417570109 WH Smith Ltd LIVINGSTON More Details 100417570206 WH Smith Ltd LIVINGSTON More Details 100598170105 WH Smith Ltd GLASGOW More Details 100598170202 WH Smith Ltd GLASGOW More Details 100699610252 WH Smith Ltd DUNDEE More Detail 3 internet 100 LEE EcE NC 3 Microsoft off MIL Determination Search CMA Re Ej Microsoft Excel 4 Microsoft Offic N XI x More Details 24 CMA Scotland 2010 Software Releases Customer Names CentralMarketAgency The full result set containing all four data items is only be visible on screen when you click on the More Details link to that particular SPID To get back to the search results page the link on
15. mes CentralMarketAgency o Customer Name History table showing effective dates for the Customer name o Customer Name Type Customer or Developer 26 CMA Scotland 2010
16. r Details Service Elements Water Meter Details Serial Number O6BELSTERO8A167904 Meter Details Effective From 25 09 2008 00 00 00 Effective To Meter Serial No OGELSTER08A167904 Meter Make ELSTER Manufacturer Serial No 08A167904 Physical Meter 20 Size mm Chargeable 20 Meter Size mm Sewerage Chargeable 30 Meter Size mm No Of Digits 5 Read Frequency B State Active Return to Sewer Allowance 35 90 00 YVe Meter Comments Meter Read Comments GIS X 327202 GIS Y 675570 GIS Description IN BOILER HOUSE Location Free Descriptor 7 Sub Building Name 7Building Name 7Building Number 20 Dependent Name IN BOILER HOUSE CentralMarketAgency The Service Element display panel has been modified to show the meter GIS details Meter Readings Read Date Read Type Read Value 27 08 2009 00 00 00 C 6418 27 01 2009 00 00 00 O 0 19 4 im e CMA Scotland 2010 Software Releases Customer Names CentrallViarketAgency Appendix 1 Search Rules Search Functionality Searching General UAT You are logged in as admini CMA logout My Account Reports Dashboards Settlements Administration CMA Home gt Administration gt Customer Names gt Search This Section Customer Name Search v Customer Names gt Search Enter Customer Name Search Criteria SPID Customer Cl Use exact match Building Name Building Number Dependent Name
17. s included in CMA Central System Software Release Customer Names These changes have been introduced through the Customer Names Phase of the Security amp Customer Names S amp CN Project 2 Background The Release has been developed in response to the Commission changes MCCP CC 041 Customer Names on Database MCCP CC 048 X Y co ordinates The Customer Names phase of the S amp CN Software Release is being developed in response to Market Code Change proposal MCCP CC 041 titled Customer Names on Database The Commission has asked the CMA to expand the Central Systems database to include the customer name alongside the address and full postcode for each registered supply point SPID The inclusion of these data items is to facilitate the process of switching customers only The unique SPID number will remain the determining factor in the switching process The Customer Names phase will also deliver fields in the database for X Y co ordinates MCCP CC 048 for meter locations along with a free descriptor field The development is being delivered by the Security and Customer Names S amp CN Project and the Customer Names Stage has undergone successful User Acceptance Testing UAT and Market Training 4 CMA Scotland 2010 CentrallMarketAgency Software Releases Customer Names 3 Release Contents The release covers two core areas i Customer Names on Database e Customer Name Transactions e Customer
18. ude X and Y OS Grid coordinates as well as a free descriptor to help identify the location of the meter These extra details will be displayed alongside the existing meter details 6 Other Enhancements Fixes Current Situation In the current system several fixes have been identified that will be resolved with this release Change e The code has been modified so that when users enter their password wrongly three times they will now be presented with an error message on the fourth attempt asking them to contact the CMA administrator e The code has been modified to handle apostrophes and other characters in the admin area of the LVI allowing users with these characters to have their user properties edited by CMA users e The code has been modified to allow LPs to see the previous meter details on Supply Points that they own and manage The population of data will take place after the Software Release on provision of the data from Scottish Water via data upload Transactional functionality to update these fields will be provided in a future Software Release 10 CMA Scotland 2010 Software Releases Customer Names CentralMarketAgency e The code has been modified to display the CMA Logo and the environment the code is running on The screenshots in later sections show the UAT environment the live environment will show Production 11 CMA Scotland 2010 CentralMarketAgency Software Releases Customer Names

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