Customer Data | ACCOUNT | Bank Draft / Auto Pay indicators | - For all customers on Bank draft, validate if all
the necessary Bank information available in legacy? - Pattern Analysis on Bank Account Number
- Pattern Analysis on Routing Number
| - Bank Draft Indicator
- Customer Bank Account Number
- Customer Bank Routing Number
- Customer Bank Account Holder Name
|
| ACCOUNT | Summary Billing Indicators | - For all customers on Summary Billing, validate if all the necessary information
available in legacy?
| |
| BBP_EXT | Budget Billing indicator | | |
| BCONTACT / BCONT_NOTE | Memo Log / Permanent Notes on Account | - Existence of any “control” characters in the free form text fields
- Data Consistency
| |
| MOVE_IN | Last Billed Date Service Start Date / Set Date | | - Service Start Date
- Last Billed Date
|
| PARTNER | Names; ID | - For all customers consolidation (if needed - to define or correct 1:many relationship between Partner and Account)
| - Consolidation Flag (existing or created for purposes of conversion and cleansing)
|
| PARTNER | Customer Names | | |
| PARTNER | Mailing Addresses | - Completeness Check
- Data Consistency
| - Address Line 1, Line 2
- Zip Codes
|
| PARTNER | Customer data - DBA or C/o information | - Pattern Analysis
- Completeness Check
- Data Consistency
| |
| PARTNER | SSN / TAX-ID | - Pattern Analysis
- Completeness Check
- Data Consistency
| |
| PART_REL | Customer Relationships / Contacts | - Completeness Check
- Data Accuracy
- Data Consistency
| - Residential customer- Spouse Data
- Residential customer - Nearest Relative
- Business customer – Account Manager
|
| PROPERTY | Landlord Data | - Completeness Check
- Data Consistency
- Is the data easily identifiable?
| - Landlord account
- Tenant Account
- Landlord indicator
|
| SECURITY | Paid Deposits | - Completeness Check
- Data Accuracy
- Data Consistency
| - Deposit Indicator
- Deposit Class
- Guarantor Indicator
- Guarantor Account
- Deposit Date
|
Service Location Data | CONNOBJ | Service Address | | - Address Fields – Str Num, Street, Zip5, Zip4, City
|
| PREMISE | Service Address | | - Address Supplemental Information (Apt, Suite
etc.) - Location Type – Barn, School, Single-family home
etc.
|
| INSTLN | Services on location | | - Rate Class
- Service Start Date
- Life Support Indicator
|
Meter Data | DEVICE / INST_MGMT | Meter Data | - Duplicate Check
- Pattern Analysis
- Completeness Check
- Data Consistency
| - Meter Number
- Number of Dials
- Meter Install Date
- Meter Status
- Meter Constant
|
| DEVLOC/ NOTE_DLC | Meter Location Data | - Pattern Analysis
- Data Consistency
| - Meter Location Notes
- Meter Reader Notes
|
| STRT_ROUTE | Route | - Data Consistency
- Completeness Check
| |