new 3 rd party processes (part 1 of 2)

© 2013 IBM Corporation1

3rd Party Registration &Account Management3rd Party Registration &Account Management

IBM Global Business Services | Confidential

3rd Party

Un-registered Customer

Registered Customer (Business)

New 3rd Party Processes (Part 1 of 2)

P3A: New Energy Data Agreement

P2: 3rd Party New Account Registration

Initiates New Agreement

Account Registration

Requests Extension P3B: 3rd Party Requests Extension

View & Edit Agreement P9 (1): Energy Data Agreement P9 (2): In-Home Device Services Agreement P9 (3): In-Home Device Agreement

Access Customer’s Data P10A: Views Customer Energy Data

Accepts Agreement

Rejects Agreement

P6A (1): Energy Data Agreement

P6B (1): Energy Data Agreement

P7A (1): Energy Data Agreement

P6A (2): In-Home Device Services Agreement

P6B (2): In-Home Device Services Agreement

P7A (2): In-Home Device Services Agreement

P6A (3): In-Home Device Agreement

P6B (3): In-Home Device Agreement

P7A (3): In-Home Device Agreement

P7B (1): Energy Data Agreement P7B (2): In-Home Device Services Agreement P7B (3): In-Home Device Agreement

View & Edit Agreement P8 (1): Energy Data Agreement

Accepts Agreement

Rejects Agreement

Unguided Tour >

Unguided Tour >

P10B: Removes In-Home Device

P8 (2): In-Home Device Services Agreement P8 (3): In-Home Device Agreement

P4: New In-Home Device Services Agreement P5: New In-Home Device Agreement




-------------------------- 3rd Party – New Account Registration --------------------------




3rd Party New Processes (Part 1 of 2)

3rd Party Registration – Select SMT Account Type

P2: 3rd Party Registration

Register

Home / Select Account Type

Select the Type of Smart Meter Account You Need

Retail Electric Provider (REP)• View meter usage data for your residential and business customers

• Retail Electric Provider (REP) accounts include 3rd Party capabilities.

Create a New REP Account

Request Access to an Existing REP Account

3rd Party Service Provider• Request access to your customers’ usage data

• Request access to your customer’s HAN device

Create a New 3rd Party Account

Request Access to an Existing 3rd Party Account

Transmission and Distribution Service Provider (TDSP)• Support REPs

• View reports of how electricity is used.

Request Access to an Existing TDSP Account

Regulatory Entity• View meter usage data for all Texas Smart Meters

Request Access to an Existing Regulatory Account

Cancel

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3rd Party Registration – Create New Account (Step 1 of 2)

Register

Home / Select Account Type / New 3rd Party Account Step 1 of 2

Create a New 3rd Party Service Provider Account – Step 1 of 2

Next Cancel

* Indicates a required field.

Business Information * Business Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: * Phone: * Email Address: * Re-enter Email Address:

Security Information * DUNS:

Company URL: Privacy Policy URL: Upload company logo:

TRUSTe PRIVACYSMART Seal: Upload PRIVACYSMART Logo:

- - Ext.

Browse to Add Remove


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3rd Party Registration – Create New Account (Step 2 of 2)


Register

Home / Select Account Type / New 3rd Party Account Step 2 of 2

Create a New 3rd Party Service Provider Account – Step 2 of 2

Previous Finish Cancel

Security & Privacy Policy

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3rd Party Registration – Submission Successful Confirmation


Home / New 3rd Party Service Provider Registration Submitted

New 3rd Party Service Provider Registration has been Submitted

Your request to register with Smart Meter Texas (SMT) has been submitted You will be contacted by SMT shortly to verify your credential and API/FTP connectivity. Once you are approved by SMT, you will receive an email with a temporary password. You must login with that temporary password within 14 calendar days to complete you registration

Register

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3rd Party Registration – Temporary Password Email

Your request for access to Smart Meter Texas (SMT) has been approved.

By <<mm/dd/yy>> [mm/dd/yy = today + 14 calendar days], you must finish setting up your Smart Meter Texas account or your account will be deleted and you will have to re-register.

Follow these steps to complete setup:

1. Access the Smart Meter Texas web site at www.smartmetertexas/CAP/private2. Log In using this temporary password: <<temp pswd>> 3. Change your password 4. Select a security question

After you complete registration, you will see your Home page for the Smart Meter Texas web site. Click on the My Account tab to start creating and managing 3rd Party agreements with customers. Explore other parts of your web site and learn more!

If you have questions, you may contact the Smart Meter Texas Help Desk at 1-888-616-5859.

Regards,Smart Meter Texas Team

For help on this or other topics, please visit our website: https://www.smartmetertexas.com/CAP/public/learn_more/learn_more_overview.html

You can also access the User Guide and other Help topics by logging on to: https://www.smartmetertexas.com/CAP/public and clicking the “Help” tab

*** Please do not reply to this automated message – this was sent by an email address that cannot accept replies.

SMART METER‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾

A very smart way for Texansto manage electricity!

Your new 3rd Party Account has been approved to access Smart Meter Texas.

Smart Meter Texas Approval Granted – 3rd Party Account 03/15/2012 10:15

From: Smart Meter Texas Team <[email protected]>, To: [email protected]: [email protected] P2: 3rd Party

Registration

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3rd Party Registration – Change Password

Change Password Cancel


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3rd Party Registration – Create Security Question

Save Question

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------------------------------ 3rd Party User – Main Pages ------------------------------





3rd Party User – SMT Entry - Login

P3A: NewEnergy DataAgreement

Welcome to Smart Meter Texas (SMT)

Get started...You have arrived at the SMT web site for TDSPs, REPs and 3rd Parties. The tools on this site allow you to view and monitor the electricity usage of your customers.Click Register Now to open a SMT account and start monitoring your customers' electric use.Once registered you will be able to:

Manage Your Account...Manage your account and update your profile. If you are an Administrator you will also be able to manage other users that you have authorized to have access to your company account.

Manage Your Customer's HAN Devices...Add or Remove HAN Devices for any of your customer's meters.

View Usage Data...View the electricity usage reports for any of your customer's Smart Meters. You can search for any of your customer's Smart Meters. Once you have found the Smart Meter you can view reports or export the usage data.

Read Notifications...View messages regarding planned system outages, new site features and other information related to the SMT web site.

Overview TDSPs REPs 3rd Parties Learn More


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3rd Party User – Home – Welcome page

P3A: NewEnergy DataAgreement

FAQs

Security

Terms and Conditions

About Us

Welcome

Contact Us

Usage Notices HelpHome My Account

Welcome, ChrisLog Out

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ROR User – My Account – Search for Meters (ROR)

ESIID(s)

Meter Number(s)

Type a list of meters or Show all Meters


* Select type of meter identified:

* Type one or more meter number(s):

Search

* Import Meter(s) from a file: Browse… Import

Customer Agreements (3rd Party)

In-Home Device Messages

My Profile

Company Profile

Manage Users

Pending Approvals

Customer Meters (ROR)



My Account / Customer Meters Search (ROR)

Customer Meters SearchIf the account has <= 25 customer meters, SMT will display a list of meters instead of this search page. The breadcrumb of the list page is:

My Account / Customer Meters (ROR)

This function is not available on the left navigation if the account is 3rd Party only.

Back to Main







My Profile

Company Profile

Manage Users

Pending Approvals




3rd Party User – My Account – Search Customer Agreements

Create a new agreement:

Agreement Number(s) Customer Last Name / Business NameESIID(s) In-Home Device MAC Address

Choose your search criteria and type in a one or more search items.


* Select type of agreement search criteria:

* Type one or more search items: (separated by commas)

Search

Energy Data In-Home Device Services In-Home Device

P3A: New Energy DataAgreement

P4: NewIn-Home Device ServicesAgreement

P5: NewIn-Home DeviceAgreement

P9 (1): ManageEnergy DataAgreement

P9 (3): ManageIn-Home DeviceAgreement

P3B: RequestEnergy DataAgreementExtension

My Account / Customer Agreements Search (3rd Party)

Customer Agreements Search

P9 (2): ManageIn-Home DeviceServicesAgreement

If the account has <= 25 customer agreements, SMT will display a list of agreements instead of this search page. Breadcrumb of the list page is:

My Account / Customer Agreements (3rd Party)

If the account is 3rd Party only, the left navigation of this function will be “Customer Agreement” and the breadcrumb of the page will read:

My Account / Customer Agreements (<= 25 agreements in account)My Account / Customer Agreements Search (> 25 agreements in account)

P10B:RemoveIn-Home Device

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My Profile

Company Profile

Manage Users

Pending Approvals




3rd Party User – My Account – Search Customer Agreement Search Results (Page 1 of 2)

Search Results




Agreement Number(s) Customer Last Name / Business NameESIID(s) In-Home Device MAC Address



* Select type of agreement search criteria:

Type one or more search items:(separated by commas)

Search

My Account / Customer Agreements Search (3rd Party)

Customer Agreements Search



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3rd Party User – My Account – Search Customer Agreement Search Results (Page 2 of 2)




AgreementType

Customer Agreement #

StartDate

EndDate

Customer Name

Status

Energy Data 102412000005 N/A N/A AA Wang PendingEnergy Data 102412000123 10/24/13 07/24/14 Chris Akin ActiveIn-Home Device Services

102512000132 N/A N/A Tom Gowan Pending

In-Home Device Services

102512000137 10/24/13 N/A Lombardi LLC

Active

In-Home Device 102512000149 N/A N/A Oni PendingIn-Home Device 102512000167 10/24/13 N/A Chandra ActiveEnergy Data 102412000005 N/A N/A AA Wang RejectedEnergy Data 102412000123 10/24/13 07/24/14 Chris Akin Extension

PendingIn-Home Device Services

102512000132 08/11/13 10/25/13 Tom Gowan Closed


102512000137 N/A N/A Lombardi LLC

Not Accepted

In-Home Device 102512000149 N/A N/A Oni PendingIn-Home Device 102512000167 10/24/13 N/A Chandra ActiveEnergy Data 102412000005 N/A N/A AA Wang PendingEnergy Data 102412000123 10/24/13 01/24/14 Chris Akin ActiveIn-Home Device Services

102512000132 N/A N/A Gowan Pending


102512000137 10/24/13 N/A Lombardi LLC

Active

In-Home Device 102512000149 N/A N/A Oni PendingIn-Home Device 102512000167 10/24/13 N/A Chandra ActiveEnergy Data 102412000005 N/A N/A AA Wang RejectedEnergy Data 102412000123 10/24/13 07/24/14 Chris Akin Extension

Pending

View/Edit Agreement Export Agreements

Showing 1 - 25 of 113 1 2 3 4 5 <--Previous | Next-->


Create a new agreement:


Energy Data In-Home Device

View/Edit Agreement Export Agreements


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3rd Party User – My Account – Customer Agreement – SMT Confirms Export Agreements

Your request to export agreements has been received. Your order number is e3eca89d6ad16f8222e380fe

The report will be available in approximately 24 hours. You will receive an email notification when the report is available.

You can find the status of your reports by selecting 'Report Request Status'.

My Account / Customer Agreements Search (3rd Party) / Export Agreements Request Submitted

Export Agreement Submission Successful

If the account has <= 25 customer meters, breadcrumb of this page will be:My Account / Customer Agreements (3rd Party) / Export Agreements Request Submitted

Back to Main



My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party User – My Account – In-Home Device Messages


* Message Type:

* Date of Message:

Submit Request

Message TypeSimple Text MessageCancel Simple Text MessageLoad Control EventCancel Load Control EventCancel All Load Control EventsPrice Message

My Account / In-Home Device Messages

In-Home Device Messages – Request Message Log

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My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party User – My Account – My Profile

My Account / My Profile

My Profile

Personal Information *First Name: Patrick Middle Initial: A*Last Name: Wilson Suffix: Phone: 214-554-0165*Account Email Address: [email protected]

Security UserID: PAT Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer:

Permissions DUNS:

Access to Energy Data: Yes Access to In-Home Device Services: Yes

Change Password

Change Security

Edit Profile

DUNS Number DUNS Status

452136789 Active8888888880000 Active

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My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party User – My Account – My Profile – Edit Profile

Personal Information *First Name: Middle Initial:*Last Name: Suffix: Phone:*Account email address:*Re-enter email address:

Security UserID: CWILSON Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer:

Permissions DUNS:

Access to Energy Data: Yes Access to In-Home Device Services: Yes

Change Password

Change Security

Save Profile

DUNS Number DUNS Status452136789 Active8888888880000 Active

Cancel

Chris

A

Wilson

[email protected]

- - Ext.214 554 0165

[email protected]

My Account / My Profile / Edit My Profile

Edit My Profile

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My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party User – My Account – Company Profile

Edit Profile


452136789 Active8888888880000 Active

Permissions DUNS:

Company Information Company Name: Acme Services Address 1: 12 Oxford Drive Address 2: STE 123 City: Dallas State: TX Zip Code: 75102 Country: United States Phone: 214-554-0412 Account email address: [email protected]

Security Company URL: www.acmeservices.com Privacy Policy URL:www.acmeservices.com/privacypolicy

TRUSTe PRIVACYSMART Seal: Yes

My Account / Company Profile

Company Profile

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My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party (Admin) – My Account – Company Profile – Edit Company Profile


Company Information * Company Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: * Phone: * Email Address: * Re-enter Email Address:

DUNS:

Company URL: Privacy Policy URL: Upload company logo:

TRUSTe PRIVACYSMART Seal: x Upload PRIVACYSMART Logo:

ACME Services

12 Oxford Drive

STE 123

Dallas

75102

[email protected]

[email protected]

TX

United States

214 554 0412- - Ext.


Add DUNs

Remove DUNs

www.acmeservices.com/privacypolicy

DUNS number

www.acmeservices.com

Save Profile Cancel

My Account / Company Profile / Edit Company Profile

Edit Company Profile

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My Profile

Company Profile

Manage Users

Pending Approvals









ROR / 3rd Party (Admin) – My Account – Manage Users

Select

First Name

Last Name

Email Type Status

Alba Franz [email protected]

REP User Active

Frank Olson [email protected]

REP Admin Active

Thomas Smith [email protected]

REP User Active

James Bond [email protected]

REP Admin Active

Oscar Alpha [email protected]

REP User Active

Christopher Olson [email protected]

REP Admin Active

Edit User Suspend Reinstate Revoke

My Account / Manage Users

Manage Users

Edit User Suspend Reinstate Revoke

Back to Main Welcome, ChrisLog Out




Company Profile

Manage Users

Pending Approvals


My Profile





3rd Party (Admin) – My Account – Manage Users – Edit User

* indicates required fields

Account Type: 3rd Party User Account Status: Active

Personal Information* First Name: Patrick Middle Initial:* Last Name: Wilson Suffix: Phone: 204-322-8965* Account email address: [email protected]

Permissions Access to Energy Data: Access to In-Home Device Services:

Action Type* Access* Comments:

Save Account Cancel

My Account / Manage Users / Edit User Account Details

Edit User Account Details




Company Profile

Manage Users

Pending Approvals

Customer Agreements

My Profile





ROR (Admin) – My Account – Manage Users – Edit User


799530915 Active

799530816 Active

My Account / Manage Users / Edit User Account Details


* Indicates required fields Account Type: REP User Account Status: Pending

Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: [email protected]

Permissions ROR DUNS:

3rd Party: Access to Energy Data: Access to In-Home Device Services:

Action Type * Access: * Comments:

Save Account Cancel

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My Profile

Company Profile

Manage Users

Pending Approvals








ROR / 3rd Party (Admin) – My Account – Pending Approvals

Edit Permissions Approve Decline

Edit Permissions Approve Decline

Select

First Name

Last Name Account Type

Status Request Date

Alba Franz rep_user Pending Fri Mar 1 09:08:22 CDT 2013

Frank Olson rep_admin Pending Fri Mar 1 09:08:22 CDT 2013

Thomas Smith rep_user Pending Fri Mar 1 09:08:22 CDT 2013

James Bond rep_admin Pending Fri Mar 1 09:08:22 CDT 2013

Oscar Alpha rep_user Pending Fri Mar 1 09:08:22 CDT 2013

Christopher Olson rep_admin Pending Fri Mar 1 09:08:22 CDT 2013

My Account / Pending Approvals

Pending Approvals

The following registered accounts are waiting approval to have access to the Smart Meter Texas portal.





Company Profile

Manage Users

Pending Approvals


My Profile





3rd Party (Admin) – My Account – Pending Approvals – Edit Permission

My Account / Pending Approvals / Edit User Account Permission


* Indicates required fields

Account Type: 3rd Party User Account Status: Pending


Permissions Access to Energy Data: Access to In-Home Device Services:


Save Account Cancel

Back to Main


My Profile

Company Profile

Manage Users

Pending Approvals

Customer Agreements







ROR (Admin) – My Account – Pending Approvals – Edit Permission


799530915 Active

799530816 Active

* Indicates required fields

Account Type: REP User Account Status: Pending


Permissions ROR DUNS:

3rd Party: Access to Energy Data: Access to In-Home Device Services:


Save Account Cancel

My Account / Pending Approvals / Edit User Account Permission

Edit User Account Permission

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My Profile

Company Profile

Manage Users

Pending Approvals








ROR User – Usage – Customer Meters (ROR)

ESIID

Meter Number

Type a list of meters OR Import list of meters from a file. or Show All Meters


* Select a meter identifier:

Type one or more meter numbers:

Search

Browse… ImportImport Meter(s) from a file:

Usage / Customer Meters Search (ROR)

Customer Meters Search

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Report Request Status (3rd Party)


Customer Meters (3rd Party)

Report Request Status (ROR)

If the account has <= 25 customer meters, SMT will show a list of customer meters instead of the Search page. The breadcrumb of the list page is:

Usage / Customer Meters (ROR)

This function is not available on the left navigation if the account is 3rd Party only.





3rd Party User – Usage – Customer Meters (3rd Party)

Agreement Number(s)

Customer Last Name

ESIID(s)


Search

Browse… ImportImport ESIID(s) from a file:


* Select a search criteria:


Usage / Customer Meters Search (3rd Party)


P10A: ViewCustomerEnergy Data

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If the account has <= 25 customer agreements, SMT will display a list of agreements instead of this search page. Breadcrumb of the list page is:

Usage / Customer Meters (3rd Party)

If the account is 3rd Party only, the left navigation of this function will be “Customer Meters” and the breadcrumb of the page will read:

Usage / Customer Meters (<= 25 agreements in account)Usage / Customer Meters Search (> 25 agreements in account)





3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 1 of 2)

Search

Browse… Import

Search Results


Agreement Number(s)

Customer Last Name

ESIID(s)


* Select a search criteria:



Import ESIID(s) from a file:

Usage / Customer Meters Search (3rd Party)


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3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 2 of 2)



View Report Export Reports

Customer Agreement #

ESIID Customer Name

Service Address City

102412000005

8002412000005

AA Wang 12 Elm Street Dallas

102412000123

8002412000123

Chris Akin 499 North Olive Street Irving

102512000132

8002512000132

Gowan 3 Pearl Street Plano

102512000137

8002512000137

Lombardi LLC 33 Broad Street York

102512000149

8002512000149

Oni 12 Ervay Street Dallas

102512000167

8002512000167

Chandra 5003 Main Street Irving

102412000005

8002412000005

AA Wang 12 Elm Street Plano

102412000123

8002412000123

Chris Akin 499 North Olive Street York

102512000132

8002412000005

Gowan 3 Pearl Street Dallas

102512000137

8002412000123

Lombardi LLC 33 Broad Street Irving

102512000149

8002512000132

Oni 12 Ervay Street Plano

102512000167

8002512000137

Chandra 5003 Main Street York

102412000005

8002512000149

AA Wang 12 Elm Street Houston

102412000123

8002512000167

Chris Akin 499 North Olive Street Houston

102512000132

8002412000005

Gowan 3 Pearl Street Dallas

102512000137

8002412000123

Lombardi LLC 33 Broad Street Irving

102512000149

8002512000149

Oni 12 Ervay Street Plano

102512000167

8002512000167

Chandra 5003 Main Street York

102412000005

9002412000005

AA Wang 21 Phipps Road Dallas

102412000123

9002412000123

Chris Akin 3776 Orange Place Plano


View Report Export Reports

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3rd Party User – Usage – Customer Meters Export Usage Report


If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Export Usage Report(s)

Ad Hoc Report Options

You have selected 1 report to export

Export Report(s) in CSV

01/18/2013

12/21/2012

Jan 2012

01/20/2013

01/20/2013

Jan 2013

Daily Usage (15 min intervals)

Daily Meter Reads

Monthly Usage

Scheduled Report Options

Submit

01/18/2013

12/21/2012

Jan 2012

Cancel

01/20/2013

01/20/2013

Jan 2013

Daily Usage (15 min intervals)

Daily Meter Reads

Monthly Usage

Daily

Daily

Monthly Usage

Start Date End Date

Start Date End Date Frequency

Usage / Customer Meters Search (3rd Party) / Export Usage Report(s)

Export Usage Report(s)

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3rd Party User – Usage – SMT Confirms Customer Meters Usage Report Submitted

Your request to export a usage report has been received. Your order number is e3eca89d6ad16f8222e380fe



Note: If you have requested a report for the same ESIID within the last 3 months, the usage data of that ESIID will not be included in your new report.

Usage / Customer Meters Search (3rd Party) / Export Usage Report(s) / Request Submitted

Export Usage Report Submission Successful


If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Export Usage Report(s) / Request Submitted

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3rd Party User – Usage – Customer Meters View Usage Report (Page 1 of 2)

Address: 123 Demo Drive, ESI ID: 88888880000000001 Anytown, TX. Meter Multiplier: 1


Usage / Customer Meters Search (3rd Party) / Customer Meters – Usage Report

Customer Meters – Usage Report

If the account has <= 25 customer meters, breadcrumb of this page will be:Usage / Customer Meters (3rd Party) / Customer Meters – Usage report

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3rd Party User – Usage – Customer Meters View Usage Report (Page 2 of 2)

On Demand Read

Print Export Report in CSV < Previous Day Next Day >

Print Export Report in CSV < Previous Day Next Day >


To view the generation data of this ESIID, export the usage report using the CSV format.

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3rd Party User – Usage – Report Request Status (ROR)

Date Requested Order ID Status Details

09/11/2012 e3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder

09/11/2012 8d7d6605c3dd4b2d4b9965cc Complete Your report has been placed in your SMT FTP Folder

09/11/2012 E3eca89d6ad16f8222e380fe Complete Your report has been placed in your SMT FTP Folder













Usage / Report Request Status (ROR)



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3rd Party User – Usage – Report Request Status (3rd Party)

Date Requested Order ID Status Details
















Usage / Report Request Status (3rd Party)



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3rd Party User – Notices – Current Messages

No messages are listed.Messages

Notices / Current Messages

Current MessagesAdded breadcrumb to match left navigation



Current Messages





3rd Party User – Help – See Demo page

FAQs

User Guide

Important Links

Contact Us

See Demo



Help / See a Demo

See a DemoAdded breadcrumb to match left navigation

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---------------- 3rd Party User Creates a New Energy Data Agreement ----------------







My Profile

Company Profile

Manage Users

Pending Approvals




3rd Party User – Initiate New Energy Data Agreement (Page 1 of 2)


*Indicates a required field *Is customer already registered with SMT? Yes No*Is customer Residential or Business? Residential Business

[email protected]

215-222-5700

Pat Jones

My Account / Customer Agreements (3rd Party) / Initiate Energy Data Agreement

Initiate Energy Data Agreement

Customer Information* Account Authorization Code:* Email Address: First Name / Business Name: Last Name: Phone Number: Language Preference:

3rd Party Contact Information* 3rd Party Company Name: ACME Services* 3rd Party Email:* 3rd Party Phone Number:* 3rd Party Contact:

Agreement Information

If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / Initiate Energy Data Agreement

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3rd Party User – Initiate New Energy Data Agreement (Page 2 of 2)


ImportBrowse

Agreement Information* Agreement Duration:* ESIID(s) to be covered by Agreement:* ESIID(s): Enter one ESIID (for validation only): Enter one or more ESIIDs: (Separate by commas)

Or

Import ESIIDs from a file:

Comments:


Select Duration

All ESIIDs In Account Only Specified

Send Invitation Cancel

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My Profile

Company Profile

Manage Users

Pending Approvals




3rd Party User – SMT Confirms Energy Data Agreement Invitation Request Sent

My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement

View & Edit Customer Agreement

Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: Energy DataAgreement End Date: N/A

Extend Agreement By:View ESIIDsTerminate AgreementExtend Agreement

Select Duration

Customer InformationCustomer Name: Chris AkinService Address: N/ACustomer Email Address: [email protected] Phone #: 000-000-0000

Resend Email

Energy Data Agreement Invitation Submitted

• If you have entered or imported multiple ESIIDs for this Agreement:• Please verify if all the ESIIDs provided are included in the Pending Agreement.• Invalid ESIIDs imported during the initiation will not be included in the Pending Agreement.• Contact the Customer to verify the accuracy of the ESIIDs that are missing from the

Agreement.• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement

invitation.• An email will be sent to you once the invitation has been accepted or rejected.

If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement

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------------- 3rd Party User Requests Energy Data Agreement Extension -------------





3rd Party User – View and Edit Customer Energy Data Agreement


P3B: RequestEnergy DataAgreementExtension My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement


Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2012 Agreement Type: Energy DataAgreement End Date: 06/30/2012

Extend Agreement By:

Back

View ESIIDsTerminate AgreementExtend Agreement

Select Duration


Resend Email


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My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party User – Extend Customer Energy Data Agreement



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2012 Agreement Type: Energy DataAgreement End Date: 06/30/2012

Extend Agreement By:Terminate AgreementExtend Agreement

Select Duration


Resend Email1 month3 months6 months

View ESIIDs

Back


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My Profile

Company Profile

Manage Users

Pending Approvals








3rd Party User – SMT Confirms Energy Data Agreement Extension Request Submitted



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Extension PendingAgreement Start Date: 01/01/2013 Agreement Type: Energy DataAgreement End Date: 06/30/2013 Extension Duration: 3 months


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Energy Data Agreement Extension Submitted

• Your Customer Agreement extension request has been submitted.• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement extension

request.• An email will be sent to you once the extension request has been accepted or rejected.


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3rd Party User – View and Edit Customer Energy Data Agreement – Extension Pending



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Extension PendingAgreement Start Date: 01/01/2012 Agreement Type: Energy DataAgreement End Date: 06/30/2012 Extension Duration: 3 Months


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------------- 3rd Party User Views and Manages Energy Data Agreement -------------





3rd Party User – Views ESIIDs in Energy Data Agreement


ESIID Service Address City State102412000005 12 Elm Street Dallas TX102412000123 12 Elm Street Dallas TX102512000132 12 Elm Street Dallas TX102512000137 12 Elm Street Dallas TX102512000149 12 Elm Street Dallas TX102412000123 5003 Main Street Irving TX102512000132 5003 Main Street Irving TX102512000137 5003 Main Street Irving TX102512000149 5003 Main Street Irving TX



Customer Agreement #: 102412000123Agreement Type: Energy Data AgreementCustomer Name: Chris Akin

My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreements / View ESIID(s)

View ESIID(s)

View Usage

View Meter InformationView Premise InformationExport Meter/Premise InformationExport all ESIID(s)

View Usage

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If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / View ESIID(s)

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View Meter InformationView Premise InformationExport Meter/Premise InformationExport all ESIID(s)





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3rd Party User – View Customer Meter Information

P9 (1): ManageEnergy DataAgreement My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) /

Meter Information

View Meter Information

Print Export Back

Print Export Back

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3rd Party User – View Customer Premise Information


My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Premise Information

View Premise Information

Print Export Back

Print Export Back






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3rd Party User – Export Customer Premise/Meter Information

Export Cancel

You have selected 1 record to export.

Report Option

Premise InformationMeter Information


My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Export Information

Customer Agreement - Export Information






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3rd Party User – SMT Confirms Export Customer Premise/Meter Information

Your request has been received. Your order number is 8de23115cc42fe3fdaf5a4ae


You can find the status of your reports by going to the Usage Tab and selecting 'Report Request Status'.


My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Export Request Submitted

Export Report Submission Successful






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3rd Party User – SMT Confirms Export All ESIIDs

Your request has been received. Your order number is e3eca89d6ad16f8222e380fe



My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View ESIID(s) / Export All ESIIDs Request Submitted

Export All ESIIDs Submission Successful







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3rd Party User – SMT Confirms Energy Data Agreement Invitation Email Resent




Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: Energy DataAgreement End Date: N/A


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Energy Data Agreement Invitation Resent Successfully

• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement invitation.• An email will be sent to you once the invitation has been accepted or rejected.• The 30-day period for the customer to respond was not reset, and the original expiration date

remains in effect.






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3rd Party User – SMT Confirms Energy Data Agreement Extension Request Email Resent




Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Extension PendingAgreement Start Date: 01/01/2013 Agreement Type: Energy DataAgreement End Date: 06/30/2013 Extension Duration: 3 months


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Energy Data Agreement Extension Request Resubmitted Successfully

• You will receive a confirmation email.• The customer will receive an email with a link to accept or reject the agreement extension

request..• An email will be sent to you once the extension request has been accepted or rejected.






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3rd Party User – SMT Confirms Energy Data Agreement Email Terminated



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ClosedAgreement Start Date: 01/01/2013 Agreement Type: Energy DataAgreement End Date: 06/30/2013


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Energy Data Agreement Terminated

• You will receive a confirmation email.• The customer will receive an email regarding the agreement termination.






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----------- 3rd Party User Initiates an In-Home Device Services Agreement ------------





3rd Party User – Initiate In-Home Device Services Agreement (Page 1 of 2)

P4: NewIn-Home DeviceServicesAgreement

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If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / initiate In-Home Device Services Agreement


My Account / Customer Agreements (3rd Party) / Initiate In-Home Device Services Agreement

Initiate In-Home Device Services Agreement

[email protected]

215-222-5700

Pat Jones









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Comments:



Add Another In-Home Device

Simple TextLoad ControlPrice

Agreement Information* In-Home Device 1 * ESIID: * In-Home Device MAC Address: * Message Type:

P4: NewIn-Home DeviceServicesAgreement

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3rd Party User – SMT Confirms In-Home Device Services Agreement Request Sent

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3rd Party User – SMT Confirms In-Home Device Services Agreement Request Sent

My Account / Customer Agreements (3rd Party) / Initiate In-Home Device Services Agreement

In-Home Device Services Agreement Invitation Sent

Your customer agreement invitation has been submitted.• You will receive a confirmation email.• This request has been added to your Customer Agreements list in Pending status.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted or rejected.





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----------- 3rd Party User Views and Manages In-Home Device Services Agreement -----------





3rd Party User – View and Edit In-Home Device Services Agreement


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3rd Party User – View and Edit In-Home Device Services Agreement - Active



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2013 Agreement Type: In-Home Device ServicesAgreement End Date: N/A Message Type(s): Simple Text, Load Control, Price

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Terminate AgreementResend Email

Customer InformationCustomer Name: Chris AkinService Address: 400 N Olive Street, Sunnyville, TX 75012Customer Email Address: [email protected] Phone #: 000-000-0000

Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453





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3rd Party User – View and Edit In-Home Device Services Agreement


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3rd Party User – View and Edit In-Home Device Services Agreement - Pending



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home Device ServicesAgreement End Date: N/A Message Type(s): Simple Text, Load Control, Price

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3rd Party User – SMT Confirms In-Home Device Services Agreement Invitation Resent


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3rd Party User – SMT Confirms In-Home Device Services Agreement Invitation Resent



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home Device ServicesAgreement End Date: N/A Message Type(s): Simple Text, Load Control, Price



Meter and Device DataESIID#: 10443720007574303Device Description: In-Home Device 1

In-Home Device Services Agreement Invitation Resent

Your customer agreement invitation has been resubmitted:• You will receive a confirmation email.• This request has been added to your Customer Agreements list in Pending status.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted.• The 30-day period for the customer to respond was not reset, and the original expiration date

remains in effect.





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3rd Party User – SMT Confirms In-Home Device Services Agreement Terminated

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3rd Party User – SMT Confirms In-Home Device Services Agreement Terminated



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Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ClosedAgreement Start Date: 01/01/2013 Agreement Type: In-Home Device ServicesAgreement End Date: 08/30/2013 Message Type(s): Simple Text, Load Control, Price




In-Home Device Services Agreement Terminated

Your In-Home Device Services Agreement has been terminated.• You will receive a confirmation email.• The customer will receive an email regarding the agreement termination.

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------------- 3rd Party User Initiates an In-Home Device Agreement -------------





3rd Party User – Initiate In-Home Device Agreement (Page 1 of 2)


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If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / Initiate In-Home Device Agreement



My Account / Customer Agreements (3rd Party) / Initiate In-Home Device Agreement

Initiate In-Home Device Agreement

[email protected]

215-222-5700

Pat Jones






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3rd Party User – Initiate In-Home Device Agreement (Page 2 of 2)Agreement Information* In-Home Device 1 * ESIID: Device Description: * Type of In-Home Device: * In-Home Device MAC Address: * Installation Code:


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Add Another In-Home Device

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3rd Party User – SMT Confirms In-Home Device Agreement Request Sent

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3rd Party User – SMT Confirms In-Home Device Agreement Request Sent

My Account / Customer Agreements (3rd Party) / Agreement Invitation Confirmation

In-Home Device Agreement Invitation Confirmation

Your agreement invitation has been submitted.• You will receive a confirmation email.• This request has been added to your Customer Agreements list in Pending status.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted or rejected.



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----------- 3rd Party User Views and Manages In-Home Device Agreement -----------





3rd Party User – View and Edit In-Home Device Agreement



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3rd Party User – View and Edit In-Home Device Agreement - Active



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: ActiveAgreement Start Date: 01/01/2013 Agreement Type: In-Home DeviceAgreement End Date: N/A

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Re-Add In-Home DeviceResend Email



Remove In-Home DeviceView In-Home Device Details




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3rd Party User – View and Edit In-Home Device Agreement


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3rd Party User – View and Edit In-Home Device Agreement - Pending



Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home DeviceAgreement End Date: N/A

Back



Meter and Device DataESIID:# 10443720007574303Device Description: In-Home Device 1Device Type: Programmable ThermostatIn-Home Device MAC Address: 01233445443453453






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3rd Party User – View In-Home Device Details

In-Home Device Information ESI ID: 10443720007574303 Meter Number: 104051941 Device Description: In-Home Device 1 Type of In-Home Device: Programmable Thermostat MAC Address: 01233445443453453 Installation Code: 69FC3456DEDDEF67099

Agreement information In-Home Device Agreement Status: Active In-Home Device Services Agreement Status: Active

In-Home Device HistoryDate Time Type of HAN Device MAC

AddressStatus Status Description Request

submitted by

01/01/2013 11:12;13 AM

Programmable Thermostat

00000000

Add Acknowledged

Add Request Received by the SMT Portal

3rd Party


My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / View In-Home Device Details

View In-Home Device Details

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If the account has > 25 customer agreements, breadcrumb of this page will be:My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement / …

3rd Party User – View In-Home Device Details

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3rd Party User – SMT Confirms In-Home Device Agreement Invitation Resent


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3rd Party User – SMT Confirms In-Home Device Agreement Invitation Resent



In-Home Device Agreement Invitation Resent

• You will receive a confirmation email.• The customer will receive an email with a link to accept the Invitation.• An email will be sent to you once the Invitation has been accepted.• The 30-day period for the customer to respond was not reset, and the original expiration date

remains in effect.

Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: PendingAgreement Start Date: N/A Agreement Type: In-Home DeviceAgreement End Date: N/A









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3rd Party User – SMT Confirms Re-Add In-Home Device Request Sent

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3rd Party User – SMT Confirms Re-Add In-Home Device Request Sent



Request to Re-add In-Home Device Sent

• You have successfully resent the In-Home Device provisioning process for your customer.• You and your customer will receive a confirmation email when the Smart Meter is ready to

connect to customer’s In-Home Device.




Resend Email Re-Add In-Home DeviceRemove In-Home DeviceView In-Home Device Details





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3rd Party User – Remove In-Home Device – Keep or Terminate associated In-Home Device Agreement


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Continue Cancel

Your In-Home Device is linked to an In-Home Device Agreement

Do you wish to keep the In-Home Device Agreement or terminate it?

Keep the In-Home Device Agreement

Terminate the In-Home Device Agreement

Remove In-Home Device





3rd Party User – Remove In-Home Device


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Terms and Conditions:

My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement / Remove In-Home Device

Remove In-Home Device

*Indicates a required field

Device Description: In-Home Device 1* Reason for Removing: Comments:

Remove In-Home Device Cancel





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3rd Party User – SMT Confirms Remove In-Home Device Request Sent

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In-Home Device Remove Request Sent

Your In-Home Device Remove Request has been submitted.• You will receive a confirmation email.• The status of the Customer Agreement has been updated to Remove Pending.• The Customer will receive an email confirming that an In-Home Device has been

removed.

Agreement InformationCustomer Agreement #: 102512000233 Agreement Status: Remove PendingAgreement Start Date: 01/01/2012 Agreement Type: In-Home DeviceAgreement End Date: N/A



Resend Email Re-Add In-Home DeviceRemove In-Home DeviceView In-Home Device Details

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------------- End of Part 1 of 2 -------------

new 3 rd party processes (part 1 of 2)

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