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View recent news announcements and software enhancements from Converged.
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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

    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 2022.06.09 Release

    News Details

    June 9, 2022

    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 2022.05.13 Release

    News Details

    May 13, 2022

    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 2022.04.15 Release

    News Details

    April 15, 2022

    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 2022.03.18 Release

    News Details

    March 18, 2022

    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 2022.02.16 Release

    News Details

    February 16, 2022

    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 2022.01.28 Release

    News Details

    January 28, 2022

    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 2021.12.22 Release

    News Details

    December 22, 2021

    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 2021.11.23 Release

    News Details

    November 23, 2021

    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 2021.11.04 Release

    News Details

    November 4, 2021

    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 2021.10.14 Release

    News Details

    October 14, 2021

    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 2021.09.17 Release

    News Details

    September 17, 2021

    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

    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 2022.06.09 Release

    June 9, 2022

    News Details

    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 2022.05.13 Release

    May 13, 2022

    News Details

    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 2022.04.15 Release

    April 15, 2022

    News Details

    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 2022.03.18 Release

    March 18, 2022

    News Details

    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 2022.02.16 Release

    February 16, 2022

    News Details

    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 2022.01.28 Release

    January 28, 2022

    News Details

    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 2021.12.22 Release

    December 22, 2021

    News Details

    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 2021.11.23 Release

    November 23, 2021

    News Details

    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 2021.11.04 Release

    November 4, 2021

    News Details

    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 2021.10.14 Release

    October 14, 2021

    News Details

    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 2021.09.17 Release

    September 17, 2021

    News Details

    Converged Energy

    A proven and scalable enterprise-class cloud platform for retail energy suppliers and energy service providers with no compromises
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