Converged

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View recent news announcements and software enhancements from Converged.
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CEP 2024.04.22 Release

  • Pricing API Enhancements including the display of rejected requests for end users and various performance enhancements.
  • Creation of direct mail campaigns for sending "Welcome Kits" to newly enrolled customers with full letter tracking capabitlities.
  • Expanded our library of Natural Gas calcluations for many east coast and mid west utilities.
  • Release of our newly redesigned Customer Service & Incident managemement module.
  • New sales and enrollment reporting for end customer, in house sales, and broker generated enrollment requests.
  • Additional support for Detroit Edison and Consumers Electric, Michigan.

    • CEP 2024.04.22 Release

    News Details

    April 22, 2024

    CEP 2024.03.14 Release

  • Released the new and improved CSR / Incident Management module.
  • Released an enhanced version of our external Price Request API and related processing systems.
  • Created new billing reporting to detail open, unbilled usage for DUAL billed accounts specifically.
  • Created new direct mailing campaign functionality to mass mail new account "Welcome kit" letters.
  • Added EDI and billing support for Michigan utilites Detroit Edison and Consumers.
  • Added the tracking of detailed 810 invoice transaction information tracking for ECI customers.

    • CEP 2024.03.14 Release

    News Details

    March 14, 2024

    CEP 2024.02.06 Release

  • Release of our new Pricing API to allow customers to receive quick, accurately priced deals from a minimal amount of data. This is done via API requiring no manual interaction by users.
  • Creation of an account balance write-off/adjustment wizard to manage A/R.
  • Enhancements to our Call Prospecting module to allow for more granular security of data by company-defined Branches.
  • Added support for the automated processing of native interval data files from CNP and ONCOR in ERCOT. This data can be used in billing, pricing, and forecasting modules.
  • Released a newly redesigned Customer Service module. It allows users to intuitively manage CSR requests whether they were created by an automated process or an inbound customer interaction.
  • Added a new module to allow customers to search and filter on data-enriched Eligible customer lists.

    • CEP 2024.02.06 Release

    News Details

    February 6, 2024

    CEP 2024.01.02 Release

  • Added support for our new PriceAPI for externally receiving price requests.
  • Added support to EDI 820 imports to handle generic adjustment lines received from CONED.
  • Enhanced integration with COSM prospecting APIs.
  • Added new pricing calculations for new RPS-related costs as well as Forward Gas Price Risk.
  • Modified the handling of imported EDI 810 invoices to better support embedded sales tax and GRT for various utilities.
  • Enhancements to the automated ERCOT Statement and Invoice download and import process.

    • CEP 2024.01.02 Release

    News Details

    January 2, 2024

    CEP 2023.11.20 Release

  • Added EDI & Billing support for BGE-GAS, PEPCO DC, and PEPCO MD.
  • Created a process to manage the National Fuel Tax Holiday.
  • Added custom, broker-specific price offers to be communicated in the Broker API.
  • Added new price calculations to support updated PJM and ERCOT curves.
  • Added support for the presentation of Capacity positions in the BI Module.

    • CEP 2023.11.20 Release

    News Details

    November 20, 2023

    CEP 2023.10.19 Release

  • Modified ERCOT customer invoices to support more detailed display of taxes.
  • Automated the processing of Invoice history for ECI customers.
  • Improved the handling of EDI files for customers with multiple brands.
  • Enhancements and additional integration with customers using LiveVox dialer solutions.
  • Implemented support for the ConEdison, Orange and Rockland mass account number changes.
  • Improvements to all automated FTP/SFTP/FTPS processes.
  • Added billing support for New Jersey Natural Gas.
  • Added additional visibility to processed inbound 814 EDI batches.

    • CEP 2023.10.19 Release

    News Details

    October 19, 2023

    CEP 2023.09.22 Release

  • Added integration with Livevox auto-dialer.
  • Expanded ERCOT billing calculation capabilities.
  • Added the automatic storage of received Scheduled Delivered Quantities from natural gas utilities that provide it.
  • Created a Sales Channel / Broker API to allow the querying of offers as well as the direct creation of enrollment requests.
  • Added billing support for New Jersey utilities PSEG, PSEG Gas, South Jersey Gas, Atlantic Electric, JCPL, Elizabethtown Gas, Rockland Electric.

    • CEP 2023.09.22 Release

    News Details

    September 22, 2023

    CEP 2023.08.22 Release

  • Added support for detailed Sales tax reporting.
  • Added support for the automated retrieval and intake of ERCOT interval meter data.
  • Enhanced forecasting methodology for Dominion East (Natural gas).
  • Enhanced forecasting methodology for UGI Utilities (Electric).
  • Performance enhancements for PJM Data Miner API calls.
  • Added requirements tracking for future enrollment accounts.
  • Added support for "Sweet-spot" matrix pricing.

    • CEP 2023.08.22 Release

    News Details

    August 22, 2023

    CEP 2023.07.21 Release

  • Modified email services to use TLS1.2.
  • Added support for the automated download of many ERCOT extracts and invoice documents for billing rate determination.
  • Added support for Texas, Maryland, New Jersey, and District of Columbia taxing.
  • Added a new scheduler for ERCOT report and extract retrieval and consumption.
  • Created integration between our CRM module and LiveVox auto-dialer.

    • CEP 2023.07.21 Release

    News Details

    July 21, 2023

    CEP 2023.06.27 Release

    • Billing and EDI Support for ERCOT.
    • Enhanced Supplier-conslidated style billing.
    • Support for various automated ERCOT data extract pulls.
    • New Call Prospect Off-line WIP Builder feature to allow for manipulation of prospect lists in Excel.
    • Utility Invoice scanning on mobile devices to create a new Call Prospect on the fly.
    • Enhanced Renewable Portfolio Standards valuation calculations and tracking.
    • New BI Sales Performance Analysis dashboard.
    • Added billing support for TECO People's Gas Florida.

    CEP 2023.06.27 Release

    News Details

    June 27, 2023

    CEP 2023.05.16 Release

  • Added support for ERCOT EDI Processing including new transaction-generating wizards.
  • Enhanced detailed information for Prospect Accounts.
  • Added support for Zonal and Hub pricing in the hedge module.
  • Added tracking of accounts with future start dates for forecasting, hedge, and valuation purposes.
  • Added a new workflow for Prospects that allows for instant contract creation and delivery to customers via DocuSign.
  • Enhanced many pricing calculations to respect updated market-specific RPS requirements.

    • CEP 2023.05.16 Release

    News Details

    May 16, 2023

    CEP 2023.04.19 Release

  • Added support for "Form-Fill" contract generation and transmission with DocuSign. Now users can quickly create rich, branded contract documents and integrate seamlessly with DocuSign for electronic signatures.
  • Added flexible scheduling for PJM MSRS Reporting. Now users don't have to remember when to pull PJM reports, it can be completely automated.
  • Added support for the retrieval and consumption of PJM Weekly and Monthly Billing Statements.
  • Added support for new pricing calculation OH-RES-Renewable Energy / OH Certified.

    • CEP 2023.04.19 Release

    News Details

    April 19, 2023

    CEP 2023.03.07 Release

    • Automated NYISO Reporting download and imports.
    • Improved PJM MSRS support for larger, longer-running reports.
    • Added user-level security to the BI module for better granularity.
    • Added new BI Dashboards for Churn, Enrollment Statistics, and Pricing performance statistics.
    • Added support for an unlimited number of Direct Mail letter formats.

    CEP 2023.03.07 Release

    News Details

    March 7, 2023

    CEP 2023.01.26 Release

    • Added additional interest calcuation methods to our finance library.
    • Modfied Commission report distribution to allow salespeople to have an email distribution list.
    • Created a new Account Enrichment API that will search for additional account information such as phone number and website.
    • Created a new Business Intelligence dashboard for the analysis of Pricing Desk activity.
    • Added support for the capture of Natural Gas Hedge Deals from our website.
    • Added support for the automatic geocoding of newly enrolled LDC Accounts.
    • Improved validation on Contract Rate Codes for new enrollments.
    • Enhanced the integration with Freshsales API to include additional account information when creating leads.
    • Added support for the scheduling of Price Requests instead of always running them immediately.

    CEP 2023.01.26 Release

    News Details

    January 26, 2023

    CEP 2022.12.15 Release

    • Allow users to batch evergreen contracts using a new default rate code by utility.
    • Added support for weather sensitive forecasting for all Natural Gas accounts.
    • Added support for monthly, automated commission processing by Salesperson.
    • Added support for the automated daily repricing of selected portfolios
    • Allow users to submit price requests immediately or after business hours.
    • Enhanced support for Natural gas financial trades.

    CEP 2022.12.15 Release

    News Details

    December 15, 2022

    CEP 2022.11.03 Release

    • Portfolio Billing management enhancements.
    • Added the ability to send manually, one-off direct mailing letters for all campaigns.
    • Customer Service product released. Includes automated incident creation, as well as automated incident action executions where configured to do so.
    • Modified the calculation of Capacity tags to optionally use scalers when the utility provides them.
    • Added more granular scaling of hourly hedge value when custom hedge shapes are used.
    • ETRM enhancements:
      • New Natural Gas Hedge statement reporting.
      • Tracking of external deal IDs.
    • Enhanced Integration with Freshsales to enable the automated creation of win-back leads.
    • Added new optional stress adders to specific hedge block types in the Valuation product.

    CEP 2022.11.03 Release

    News Details

    November 3, 2022

    CEP 2022.10.13 Release

    • Added the support of a new commission calcluation method using the % of anticipated margin for an invoice.
    • Support the automatic cancellation of 810s for utilities that do so for 867 Cancel reads.
    • Added support for Custom block types in hedge deals in the ETRM product.
    • Added Incident tracking for customer accounts.
      • This includes manually generated incidents based on inbound customer calls, and automatically generated incidents based on EDI transactions such as Drops, Write-offs, and Customer-Disputed Invoices.
    • Added an API integration with the United States Federal Reserve's Economic Data API.
    • Added additional valuation calculations for the ERCOT market.

    CEP 2022.10.13 Release

    News Details

    October 13, 2022

    CEP 2022.09.20 Release

    ETRM Product enhancements including

    • Improved support RPS (Renewable Portfolio Standards) deal captures and reporting,
    • Allow for automatic settlement of past hedge deals where configured to do so

    CEP 2022.09.20 Release

    News Details

    September 20, 2022

    CEP 2022.08.17 Release

    Valuation module enhancements:

    • Added support for Margin as a percentage.
    • Added support for individual account-level mark to market calculations.

    Added a visualization to display utility load-shaped energy prices for a selected date range.

    Added support for ad hoc Direct Mail "Follow Up" letter campaigns.

     

    CEP 2022.08.17 Release

    News Details

    August 17, 2022

    CEP 2022.07.21 Release

    • Enhanced Business Intelligence analysis for aged Accounts Receivable and Unbilled Revenue.
    • Added an integration with Znalytics EDI data formats as a 3rd party EDI provider.
    • Added support for the automated uploading of schedules to PJM's Markets Gateway using digital certificates.
    • Added support for the processing of Vectren-format 820 Cash Receipts.

    CEP 2022.07.21 Release

    News Details

    July 21, 2022
    1 2 3 … 6

    CEP 2024.04.22 Release

  • Pricing API Enhancements including the display of rejected requests for end users and various performance enhancements.
  • Creation of direct mail campaigns for sending "Welcome Kits" to newly enrolled customers with full letter tracking capabitlities.
  • Expanded our library of Natural Gas calcluations for many east coast and mid west utilities.
  • Release of our newly redesigned Customer Service & Incident managemement module.
  • New sales and enrollment reporting for end customer, in house sales, and broker generated enrollment requests.
  • Additional support for Detroit Edison and Consumers Electric, Michigan.

    • CEP 2024.04.22 Release

    April 22, 2024

    News Details

    CEP 2024.03.14 Release

  • Released the new and improved CSR / Incident Management module.
  • Released an enhanced version of our external Price Request API and related processing systems.
  • Created new billing reporting to detail open, unbilled usage for DUAL billed accounts specifically.
  • Created new direct mailing campaign functionality to mass mail new account "Welcome kit" letters.
  • Added EDI and billing support for Michigan utilites Detroit Edison and Consumers.
  • Added the tracking of detailed 810 invoice transaction information tracking for ECI customers.

    • CEP 2024.03.14 Release

    March 14, 2024

    News Details

    CEP 2024.02.06 Release

  • Release of our new Pricing API to allow customers to receive quick, accurately priced deals from a minimal amount of data. This is done via API requiring no manual interaction by users.
  • Creation of an account balance write-off/adjustment wizard to manage A/R.
  • Enhancements to our Call Prospecting module to allow for more granular security of data by company-defined Branches.
  • Added support for the automated processing of native interval data files from CNP and ONCOR in ERCOT. This data can be used in billing, pricing, and forecasting modules.
  • Released a newly redesigned Customer Service module. It allows users to intuitively manage CSR requests whether they were created by an automated process or an inbound customer interaction.
  • Added a new module to allow customers to search and filter on data-enriched Eligible customer lists.

    • CEP 2024.02.06 Release

    February 6, 2024

    News Details

    CEP 2024.01.02 Release

  • Added support for our new PriceAPI for externally receiving price requests.
  • Added support to EDI 820 imports to handle generic adjustment lines received from CONED.
  • Enhanced integration with COSM prospecting APIs.
  • Added new pricing calculations for new RPS-related costs as well as Forward Gas Price Risk.
  • Modified the handling of imported EDI 810 invoices to better support embedded sales tax and GRT for various utilities.
  • Enhancements to the automated ERCOT Statement and Invoice download and import process.

    • CEP 2024.01.02 Release

    January 2, 2024

    News Details

    CEP 2023.11.20 Release

  • Added EDI & Billing support for BGE-GAS, PEPCO DC, and PEPCO MD.
  • Created a process to manage the National Fuel Tax Holiday.
  • Added custom, broker-specific price offers to be communicated in the Broker API.
  • Added new price calculations to support updated PJM and ERCOT curves.
  • Added support for the presentation of Capacity positions in the BI Module.

    • CEP 2023.11.20 Release

    November 20, 2023

    News Details

    CEP 2023.10.19 Release

  • Modified ERCOT customer invoices to support more detailed display of taxes.
  • Automated the processing of Invoice history for ECI customers.
  • Improved the handling of EDI files for customers with multiple brands.
  • Enhancements and additional integration with customers using LiveVox dialer solutions.
  • Implemented support for the ConEdison, Orange and Rockland mass account number changes.
  • Improvements to all automated FTP/SFTP/FTPS processes.
  • Added billing support for New Jersey Natural Gas.
  • Added additional visibility to processed inbound 814 EDI batches.

    • CEP 2023.10.19 Release

    October 19, 2023

    News Details

    CEP 2023.09.22 Release

  • Added integration with Livevox auto-dialer.
  • Expanded ERCOT billing calculation capabilities.
  • Added the automatic storage of received Scheduled Delivered Quantities from natural gas utilities that provide it.
  • Created a Sales Channel / Broker API to allow the querying of offers as well as the direct creation of enrollment requests.
  • Added billing support for New Jersey utilities PSEG, PSEG Gas, South Jersey Gas, Atlantic Electric, JCPL, Elizabethtown Gas, Rockland Electric.

    • CEP 2023.09.22 Release

    September 22, 2023

    News Details

    CEP 2023.08.22 Release

  • Added support for detailed Sales tax reporting.
  • Added support for the automated retrieval and intake of ERCOT interval meter data.
  • Enhanced forecasting methodology for Dominion East (Natural gas).
  • Enhanced forecasting methodology for UGI Utilities (Electric).
  • Performance enhancements for PJM Data Miner API calls.
  • Added requirements tracking for future enrollment accounts.
  • Added support for "Sweet-spot" matrix pricing.

    • CEP 2023.08.22 Release

    August 22, 2023

    News Details

    CEP 2023.07.21 Release

  • Modified email services to use TLS1.2.
  • Added support for the automated download of many ERCOT extracts and invoice documents for billing rate determination.
  • Added support for Texas, Maryland, New Jersey, and District of Columbia taxing.
  • Added a new scheduler for ERCOT report and extract retrieval and consumption.
  • Created integration between our CRM module and LiveVox auto-dialer.

    • CEP 2023.07.21 Release

    July 21, 2023

    News Details

    CEP 2023.06.27 Release

    • Billing and EDI Support for ERCOT.
    • Enhanced Supplier-conslidated style billing.
    • Support for various automated ERCOT data extract pulls.
    • New Call Prospect Off-line WIP Builder feature to allow for manipulation of prospect lists in Excel.
    • Utility Invoice scanning on mobile devices to create a new Call Prospect on the fly.
    • Enhanced Renewable Portfolio Standards valuation calculations and tracking.
    • New BI Sales Performance Analysis dashboard.
    • Added billing support for TECO People's Gas Florida.

    CEP 2023.06.27 Release

    June 27, 2023

    News Details

    CEP 2023.05.16 Release

  • Added support for ERCOT EDI Processing including new transaction-generating wizards.
  • Enhanced detailed information for Prospect Accounts.
  • Added support for Zonal and Hub pricing in the hedge module.
  • Added tracking of accounts with future start dates for forecasting, hedge, and valuation purposes.
  • Added a new workflow for Prospects that allows for instant contract creation and delivery to customers via DocuSign.
  • Enhanced many pricing calculations to respect updated market-specific RPS requirements.

    • CEP 2023.05.16 Release

    May 16, 2023

    News Details

    CEP 2023.04.19 Release

  • Added support for "Form-Fill" contract generation and transmission with DocuSign. Now users can quickly create rich, branded contract documents and integrate seamlessly with DocuSign for electronic signatures.
  • Added flexible scheduling for PJM MSRS Reporting. Now users don't have to remember when to pull PJM reports, it can be completely automated.
  • Added support for the retrieval and consumption of PJM Weekly and Monthly Billing Statements.
  • Added support for new pricing calculation OH-RES-Renewable Energy / OH Certified.

    • CEP 2023.04.19 Release

    April 19, 2023

    News Details

    CEP 2023.03.07 Release

    • Automated NYISO Reporting download and imports.
    • Improved PJM MSRS support for larger, longer-running reports.
    • Added user-level security to the BI module for better granularity.
    • Added new BI Dashboards for Churn, Enrollment Statistics, and Pricing performance statistics.
    • Added support for an unlimited number of Direct Mail letter formats.

    CEP 2023.03.07 Release

    March 7, 2023

    News Details

    CEP 2023.01.26 Release

    • Added additional interest calcuation methods to our finance library.
    • Modfied Commission report distribution to allow salespeople to have an email distribution list.
    • Created a new Account Enrichment API that will search for additional account information such as phone number and website.
    • Created a new Business Intelligence dashboard for the analysis of Pricing Desk activity.
    • Added support for the capture of Natural Gas Hedge Deals from our website.
    • Added support for the automatic geocoding of newly enrolled LDC Accounts.
    • Improved validation on Contract Rate Codes for new enrollments.
    • Enhanced the integration with Freshsales API to include additional account information when creating leads.
    • Added support for the scheduling of Price Requests instead of always running them immediately.

    CEP 2023.01.26 Release

    January 26, 2023

    News Details

    CEP 2022.12.15 Release

    • Allow users to batch evergreen contracts using a new default rate code by utility.
    • Added support for weather sensitive forecasting for all Natural Gas accounts.
    • Added support for monthly, automated commission processing by Salesperson.
    • Added support for the automated daily repricing of selected portfolios
    • Allow users to submit price requests immediately or after business hours.
    • Enhanced support for Natural gas financial trades.

    CEP 2022.12.15 Release

    December 15, 2022

    News Details

    CEP 2022.11.03 Release

    • Portfolio Billing management enhancements.
    • Added the ability to send manually, one-off direct mailing letters for all campaigns.
    • Customer Service product released. Includes automated incident creation, as well as automated incident action executions where configured to do so.
    • Modified the calculation of Capacity tags to optionally use scalers when the utility provides them.
    • Added more granular scaling of hourly hedge value when custom hedge shapes are used.
    • ETRM enhancements:
      • New Natural Gas Hedge statement reporting.
      • Tracking of external deal IDs.
    • Enhanced Integration with Freshsales to enable the automated creation of win-back leads.
    • Added new optional stress adders to specific hedge block types in the Valuation product.

    CEP 2022.11.03 Release

    November 3, 2022

    News Details

    CEP 2022.10.13 Release

    • Added the support of a new commission calcluation method using the % of anticipated margin for an invoice.
    • Support the automatic cancellation of 810s for utilities that do so for 867 Cancel reads.
    • Added support for Custom block types in hedge deals in the ETRM product.
    • Added Incident tracking for customer accounts.
      • This includes manually generated incidents based on inbound customer calls, and automatically generated incidents based on EDI transactions such as Drops, Write-offs, and Customer-Disputed Invoices.
    • Added an API integration with the United States Federal Reserve's Economic Data API.
    • Added additional valuation calculations for the ERCOT market.

    CEP 2022.10.13 Release

    October 13, 2022

    News Details

    CEP 2022.09.20 Release

    ETRM Product enhancements including

    • Improved support RPS (Renewable Portfolio Standards) deal captures and reporting,
    • Allow for automatic settlement of past hedge deals where configured to do so

    CEP 2022.09.20 Release

    September 20, 2022

    News Details

    CEP 2022.08.17 Release

    Valuation module enhancements:

    • Added support for Margin as a percentage.
    • Added support for individual account-level mark to market calculations.

    Added a visualization to display utility load-shaped energy prices for a selected date range.

    Added support for ad hoc Direct Mail "Follow Up" letter campaigns.

     

    CEP 2022.08.17 Release

    August 17, 2022

    News Details

    CEP 2022.07.21 Release

    • Enhanced Business Intelligence analysis for aged Accounts Receivable and Unbilled Revenue.
    • Added an integration with Znalytics EDI data formats as a 3rd party EDI provider.
    • Added support for the automated uploading of schedules to PJM's Markets Gateway using digital certificates.
    • Added support for the processing of Vectren-format 820 Cash Receipts.

    CEP 2022.07.21 Release

    July 21, 2022

    News Details

    1 2 3 … 6

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