Our Latest News

CEP 2019.5 Release

• New Utility Support: People's Gas PA and People's Equitable PA (Gas)
• Billing: New report "Sales to Ultimate Customers for Gas"
• Billing: New report wizard to generate the NY Quarterly Compliance report.
• Forecasting: Modified weather imports to automatically refresh zonal load profiles if they exist for the station.

CEP 2019.4 Release

• Forecasting: Enhanced Daily Usage Entry records based on IDR data.
• Billing: Added new Salesperson Profitability Report for users assigned to the Sales Manager Reporting permission set.
• EDI: Added the ability for users in the Supplier Admin role to view raw, 3rd party data streams.
• Forecasting: Support for Zonal level load profiling. This is used to assign the weather adjustments to the non-weather sensitive LDC profiles.
• Added support for sync files from Penn Power and West Penn (First Energy)

CEP 2019.3 Release

• Billing: Added "Approximate Annual Usage" to the LDC Drop List report
• Billing: Added a new Accounts Analysis view "Dual Billed Account Status" for better tracking of DUAL billed accounts receivables
• Pricing: Added performance enhancements when processing portfolios with a large number of Accounts and a price override
• Valuation: Added new export/reports: Load Profile Details, Account Balances, and Valuation Account P&L
• Forecasting: Added support for Gas forecasting for Columbia OH, PA, and Dominion East OH

CEP 2019.2 Release

• Position Management: Added support for Hedges that don't start on the 1st of a month.
• Valuation: Refreshed the Portfolio Valuation and Book Value Summary Reports to show appropriate UOM conversions
• Billing: Added multi-marketer support for Utility Sync files
• Billing: Added "Replace Existing Invoice" support DOM-EAST and Columbia 810 processing.
• EDI: Support new 814 Change AMTDP (Tax Exempt Status)

CEP 2019.1 Release

• Billing: Added support for new NY APP/Low-Income fields in EDI.
• Billing: Added support for cash receipts for Billing Party ESP, ESP-AGENT (NFG)
• Pricing Desk: Added a generic Offer Sheet specifically for Sweet-Spot offers.
• Call List: Added a batch delete function for the Call List to the Sales Manager role.
• General: Allow email relays from a specific user rather than just a system-wide setting.

CEP 2018.12 Release

The December 2018 update enhanced the Forecasting module and new levels of security and redundancy to the platform.

• Billing: Added the auto-posting of inbound 867 and 810 files if the LDC is configured to do so
• Billing: Added the tracking and sending of Date/Time the contract was signed with the customer. This is required for PJM enrollments.
• Forecasting: Respect "Energy Market Weather Zone" for ERCOT load profiles and forecasting
• Pricing Desk: Created a new page to track and display Market Symbol forward average trends
• Pricing Desk: Added "Zonal Forward Price" and "Weighted Forward Price Calculator" options to the Pricing Desk Super role.

CEP 2018.11 Release

The November 2018 update added many updates to the platform

• Billing: Added the automatic request of 867HU data for newly enrolled accounts
• Pricing Desk: New export of Futures data
• Valuation: Allow for the automated retrieval of sync files for multiple marketer codes w/in a customer database
• Forecasting: Allow all users the ability to Back-cast (previously was only available to CE Admins)
• General: Added support for Basic Authentication when retrieving MSRS reports from PJM

CEP 2018.10 Release

Pricing Desk enhancements

• New Pricing Desk Wizard, that simplifies the process of pricing opportunities
• Sweet-Spot pricing

CEP 2018.9 Release

The September 2018 update enhanced the Forecasting module and new levels of security and redundancy to the platform.

• Added hot-backup data center on the West Coast of the US.
• All file transfers have been moved to secure FTP.

CEP 2018.8 Release

• The August 2018 introduced the new Supplier Admin Role
• Easy to view and understand the status of all daily automated processes.
• Simplified access to all common administrative tasks.

CEP 2018.7 Release

The July 2018 update enhanced the Pricing Desk and Billing modules.

New API - for third-party mobile enrollment apps to directly interface with Pricing Desk and enrollments.

CEP 2018.6 Release

The June 2018 updated our Pricing and Billing modules.

• Low Income - added support for NY PSC low-income reporting.
• Position Management: - improved reporting and enhanced deal capture.

CEP 2018.5 Release

• Added support for Big Data Energy - EDI
• Account Status Updates
• Complete view of all you customers and their attributes.
• Added monthly wholesale and retail load requirements.
• Versioning, historical Account Status can be viewed and reported on for any previous day.

CEP 2018.4 Release

The April 2018 update added 40+ features plus the new Pricing Desk and Portfolio Valuation app.

• The Portfolio Valuation app automatically values your electric and natural gas portfolio daily. Providing timely metrics into the value of your book or quantifying the details of your borrow base.
• Forward Gross Profit + Mark to Market = Portfolio Valuation

CEP 2018.3 Release

The March 2018 update added Scheduled Job enhancements

• Added Daily Master Jobs
• Combine an unlimited number of tasks to be automatically processed each day
  • each task can wait until prerequisite jobs are complete
• Success and Error logging and reporting

CEP 2018.2 Release

The February 2018 update added many updates to the platform

• Billing: Enhanced the Portfolio Billing features.
• Pricing Desk: Created new Pricing Request Wizards for various scenario
• Valuation: Automated reporting process
• Call List: Added WIP Lists
• General: Automated additional data checking

Converged Energy Platform 2018 Released

The 2018 update of the platform is our annual major update of the platform.

• Daily Creation of Account Status List.
• Automated download of utility Account Sync lists, which checks accounts again current account list.
• Updated the President's Screen

CEP 2017.12 Release

The December 2017 update enhanced the Pricing Desk and base application.

• Enhanced the EDI interface to our Pricing Desk has been enhanced and completely automated.
• Added support to automatically pull data from leading third-party billing providers for our Valuation module.
• Added Global Rate Adjustments for Pricing Desk Super Users.

CEP 2017.11 Release

Added new Finance role to aggregate high-level financial statistics and allow for detailed introspection of each statistic.

New analysis views for detailed invoice and cash receipts information and summary invoice and cash receipts information by utility has been added

The Executive dashboard has been enhanced updating statics to include detailed aging, A/R, and U/R

CEP 2017.10 Release

The October 2017 update of the platform adds multiple data entry wizards to the Pricing Desk module.

• Basic Price Request Wizard.
• Price From Matrix Wizard- Calculate a price for a prospect based on a pre-calculated Matrix price.
• Refresh a Price Wizard - Refresh a price for a portfolio that has been previously priced.
• Information Request Wizard - Retrieve account information and historical usage for informational purposes only. No price will be generated.