Our Latest News

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 2023.01.26 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 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 2022.11.03 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 2022.10.13 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 2022.09.20 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 2022.08.17 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 2022.07.21 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 2022.06.09 Release

• Implemented CONED Electric automated account information retrieval processing.
• Hedge Deal support enhancements:
  • Added support for HUB pricing
  • Added a batch import process
• Added automated retrieval of the PJM MSRS ARR report data.

CEP 2022.05.13 Release

• Added support for Enriched Eligible Customer List data retrieval.
• Implemented performance enhancements to the Commission Journal creation process.
• Enhanced integration with DocuSign to simplify the retrieval of executed documents and DocuSign certificates.

CEP 2022.04.15 Release

• DocuSign support enhancements:
  • New automated Contract Expiration Letter generation process,
  • Added enhanced document management pages to the EDI, Pricing, and Sales Manager roles.
• Created "Contract Requests" price portfolios to allow for the rapid generation of customer white-labelled, signature-ready proposal documents.
• Added the ability to generate bills for Dual-billed accounts based on forecasted usage when utility-provided usage is not sent in a timely manner.
• Added support for new Duke account number format.

CEP 2022.03.18 Release

• Improved the workflow and status visibility in the Direct Mail Campaign module.
• EDI / Billing module:
  • New Reinstatement wizard
  • Modified CONED Credit Memo processing to pull the usage quantity from the original invoice where Credit Memo quantities are inaccuratetly reported as 1.
• Support the automatice Market Zone determination for ConEd Electric using 867 HU data in the pricing module.
• Support for Encrypted / TLS email relaying through customer SMTP servers (e.g. Office 365)
• Added Attrition calculations to valuations.
• Added Sales Tax report to the new web application's Finance role.

CEP 2022.02.16 Release

• Allow for the scheduling of pending drops until their effective date.
• Added processes to automatically cleanup and back-populate missing weather data regularly.
• Created a new and simplified Portfolio invoice creation process in the Billing module.

CEP 2022.01.28 Release

• Release of the Business Intelligence module
• Release of the Renewable Portfolio Standards module.
• Added the automatic capture of gas forecasting scaling information from Keyspan and Coned Gas when sent in 867HU.
• Automated process for PJM and NYISO market file upload confirmations.
• Added Valuation functions to better support the valuation of gas books.

CEP 2021.12.22 Release

• Enhanced DocuSign integration to log detailed event information (e.g. document creation or delivery status)
• Added Calendar month usage summary by LDC Account for web reporting
• Added automated PJM MSRS report retrieval for:
  • ARR=ARR Target Credits,
  • DAE=Day-Ahead Daily Energy Transactions,
  • EIC=Energy and Inadvertent Load Reconciliation Charge Summary
• Modifications to the price request process to allow users to upload documents to price request cards

CEP 2021.11.23 Release

• Added an additional level of detail to allow viewing of President Summary information by Brand.
• EDI/Billing enhancements for the Central Hudson and Coned markets.
• Added a generic EDI data format to be used to integrate with customers that have custom EDI implementations.
  • This includes formats such as 814, 867, 810 and 820s.

CEP 2021.11.04 Release

• Added support for Physical trades in the ETRM Module.
• Automated the upload of PJM Market Gateway bids with automatic confirmation of each upload.
• Enhanced our Commissions module to support complex, multi-layered commission structures.
• Added support for a mass-update feature to allow batch changes for all contracts assigned to one rate code to be moved to another rate code.
• Updated Aged A/R Reporting
• Added support for the consumption of NYISO actual usage values from the DSS system.

CEP 2021.10.14 Release

• Added support for multi-brand customers in Market Scheduling module.
• Added the automatic calculation of Annual Usage and RCE Value for all Prospects and Web Enrollment requests.
• Enhanced ETRM reporting on Positions by Deal and Period.

CEP 2021.09.17 Release

• Enhanced the CONED billing rate management
• Added support for AEP utilities.
• Added the support for Contract-level ZEC rate overrides in the Billing module.
• Added support for the management of data transfers to external AWS S3 buckets.
• Enhanced support for the handling of Contract files from 3rd Party EDI provider ESG.
• Added new ETRM reports and exports for Load and Positions.

CEP 2021.8 Release

• Call List Management: Added the ability to geocode and pull phone numbers automatically
• Call List Management: Allow users to manage their own Personal WIP lists
• Call List Management: Added the abliity to query Eligible Customer Lists (ECL) to generate call prospects