Total Charges Review
Total Charges Review — Recording
Executive Summary
## DDI Infrastructure Improvements and Issue Resolution Recent infrastructure changes aim to address recurring DDI issues, though code-related problems may persist. Matthew is leading short-term solution development and may request additional details about specific failures. ## Total Charges and Line Item Processing Logic Key billing logic principles were clarified for accurate charge capture: - **Late fee inclusion**: Late fees must be factored into total charge calculations. - **Subtotal handling**: Delivery charge subtotals (e.g., $174.40) should be excluded when individual line items (customer charge, usage-based charge) are already captured to avoid duplication. - **Manual updates**: Operators primarily modify line items via DDAs rather than DSS UI, though DSS may be used for error corrections. - **Charge validation**: Total current charges must align with the sum of individual line items (e.g., $32,183 + $344). ## Credit Balance Capture Challenges Persistent inaccuracies exist in capturing credit balances: - **System limitations**: Only \~20% of bills currently reflect credit balances correctly (e.g., a -$383.31 credit appearing as $0). - **Root cause**: Mismanagement stems from LLM processing flaws rather than OCR errors, requiring dedicated investigation. ## Energy Observation Type Corrections Categorization fixes are needed for natural gas and propane billing: - **Natural gas**: Incorrect "generation" labels must be replaced with "wellhead" as the valid observation type. - **Propane**: Unsupported observation types (e.g., "use," "build," "use cost") require new safeguards to prevent miscategorization. - **Service type standardization**: "natural_gas_here" was confirmed as the correct service type format. ## Follow-Up Focus Areas Three priority workstreams were defined: 1. **Total charge composition**: Formalizing rules for charge aggregation and subtotal exclusion. 2. **Credit handling**: Investigating systemic fixes for negative balance capture. 3. **Propane safeguards**: Implementing validation for propane observation types.\ Natural gas observation updates will proceed concurrently, with propane adjustments taking precedence due to higher error frequency.
Recent infrastructure changes aim to address recurring DDI issues, though code-related problems may persist. Matthew is leading short-term solution development and may request additional details about specific failures.
Total Charges and Line Item Processing Logic
Key billing logic principles were clarified for accurate charge capture:
Late fee inclusion: Late fees must be factored into total charge calculations.
Subtotal handling: Delivery charge subtotals (e.g., $174.40) should be excluded when individual line items (customer charge, usage-based charge) are already captured to avoid duplication.
Manual updates: Operators primarily modify line items via DDAs rather than DSS UI, though DSS may be used for error corrections.
Charge validation: Total current charges must align with the sum of individual line items (e.g., $32,183 + $344).
Credit Balance Capture Challenges
Persistent inaccuracies exist in capturing credit balances:
System limitations: Only ~20% of bills currently reflect credit balances correctly (e.g., a -$383.31 credit appearing as $0).
Root cause: Mismanagement stems from LLM processing flaws rather than OCR errors, requiring dedicated investigation.
Energy Observation Type Corrections
Categorization fixes are needed for natural gas and propane billing:
Natural gas: Incorrect "generation" labels must be replaced with "wellhead" as the valid observation type.
Propane: Unsupported observation types (e.g., "use," "build," "use cost") require new safeguards to prevent miscategorization.
Service type standardization: "natural_gas_here" was confirmed as the correct service type format.
Follow-Up Focus Areas
Three priority workstreams were defined:
Total charge composition: Formalizing rules for charge aggregation and subtotal exclusion.
Credit handling: Investigating systemic fixes for negative balance capture.
Propane safeguards: Implementing validation for propane observation types. Natural gas observation updates will proceed concurrently, with propane adjustments taking precedence due to higher error frequency.
Key Topics
Decisions
No decisions recorded
Action Items(0/0 done)
No action items recorded