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Configure an account number

The following article outlines the process for handling an Inbound account number change request sent by the utility and applying the updated account number in the application through the Electronic Data Interchange (EDI) 814 process.

Configuration steps

Step 1: Receive and decrypting the file

  1. The utility sends an Inbound account number change request file to the marketer FTP.
  2. The EDI service retrieves the inbound file, decrypts the response, and places it in the designated inbound file path.

Step 2: Process the inbound file

  1. The system processes the decrypted inbound file and verifies the existing account number.
  2. The system sends an acknowledgment response (997).
  3. Files are downloaded from the FTP for processing and moved to the archive upon successful processing.

Step 3: File processing steps

  1. Retrieve the inbound file from the FTP location.
  2. Validate and decrypt the file.
  3. Update the activity log and create a task.
  4. Apply the updated account number on the scheduled date.

Conclusion

Processing an inbound account number change request ensures the application reflects the most current customer account information. The 814 EDI process validates and applies the update accurately, preventing billing errors and maintaining data integrity.