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Document #08 – 7G
07-22-08 Glossary Subcommittee Meeting
Cleanup Items
Book 0 Issues – Master Glossary of Defined Terms (Document # 08-0C)
1. The following terms and their respective definitions from need to be added to Book 0:
Account Information Change Confirmation
Account Information Change Effective Date
Account Information Change Rejection
Account Information Change Request
Cancel Enrollment Confirmation
Cancel Enrollment Rejection
Cancel Enrollment Request
Customer Information
ESI ID (Electric Service Identifier)
ESI ID Change
ESI ID Change Confirmation
ESI ID Change Rejection
ESI ID Change Request
ESI ID Set-up
ESI ID Set-up Confirmation
ESI ID Set-up Rejection
ESI ID Set-up Request
Evaluation
Inspection
Move-in
Move-out
Notification of Inspection Required
Notification of Inspection Required Response
Pending Drop
Reinstatement Effective Date
Service Delivery Identification Number (SDID) *may not need to be added – see item 2.
Service Request
Switch
Synchronization List
2. I could not find the use of the term “Service Delivery Identification Number (SDID)” anywhere
within the RXQ books. However, the term “ESI ID” references the definition for Service
Delivery Identification Number (SDID). Do we need to consider removing removing the term
Service Delivery Identification Number (SDID) from Book 0 and revising the definition for ESI
ID?
3. If it is determined that the term “Switch Request” is no longer needed to be a defined term,
then it will need to be removed from Book 0.
4. The term “EDI/EDM” has a reference to “RXQ x.4.z” within its definition. This probably needs
to be changed to a more generic reference to one of the RXQ books (i.e. replace “RXQ x.4.z”
with “Quadrant-Specific Electronic Delivery Mechanism”).
Document #08 – 7G
5. The definition of the term “Entity Common Code” found in Book 0 is slightly different than the
definition found in the Working Glossary.
Book 0 Definition: The D-U-N-S® or D-U-N-S+4® number used as the common company
identifier. Entity common codes should be ‘legal entities,’ that is, Ultimate
Location, Headquarters Location, and/or Single Location in Dun &
Bradstreet terms.
Working Glossary: The number used as the common company identifier, including D-U-N-S®
Number or D-U-N-S®+4 Number. Entity common codes should be ‘legal
entities,’ that is, Ultimate Location, Headquarters Location, and/or Single
Location in Dun & Bradstreet terms.
6. The term “FF/EDM” has a reference to “RXQ x.4.z” within its definition. This probably needs to
be changed to a more generic reference to one of the RXQ books (i.e. replace “RXQ x.4.z”
with “Quadrant-Specific Electronic Delivery Mechanism”).
Also, there is a typo in the definition for this term – the period needs to be removed after the
word “Mechanism.
7. The definition of the term “Governing Documents” needs to have a colon instead of a comma
after “…but not limited to”.
8. The definition of the term “Registration Agent” needs to have the phrase “other than the
Distribution Company” inserted after the word “entity”.
9. The definition of the term “Security Interest in Collateral” needs to have the term “Creditor”
capitalized within the definition.
10. The definition for the term “Trading Partner Agreement” needs to have the phrase “, or
between a Market Participant and a Customer,” inserted after the term “Market Participants”
11. The word “customer” within the definition of the term “Market Participant” needs to be
capitalized.
12. The word “entity” within the definitions for the terms “Distribution Company”, “Market
Participant”, “Market Participant Service Agreements”, “Registration Agent”, and “Customer”
may need to be capitalized.
13. I could not find the term “Reinstatement Effective Date” in any of the RXQ books. Do we
need to consider removing this term from the Book 0?
14. Since the definition of “Move-out” is See Drop, should the definition of “Move-in” need to be
changed to See Enrollment?
Document #08 – 7G
Book 1 Issues – Market Participant Interactions (Document # 08-1F)
1. The definition for “Drop” as stated in Document # 08-1F needs to have the phrase “a Market
Participant’s” inserted after the word “discontinuing”.
2. The term “Customer Information” and its definition need to be added to the definitions section
of Book 1.
3. The definition of the term “Distribution Company Operational Manuals” found in the definitions
section of Book 1 is missing a comma after the word “detail”.
4. The definition of the term “Governing Documents” found in the definitions section of Book 1
needs to have a colon instead of a comma after “…but not limited to”.
5. The definition of the term “Registration Agent” found in the definitions section of Book 1 needs
to have the phrase “other than the Distribution Company” inserted after the word “entity”.
6. The terms “Uniform Electronic Transaction” and “Trading Partner Agreement” in the definitions
section of this book need to be alphabetized.
7. The term “customers” needs to be capitalized in Section 1.3.6.3.
8. The term “Distribution Supplier Service Agreement” in Section 1.4 needs to be changed to
“Distribution Company – Supplier Service Agreement”.
9. The word “customer” within the definition of the term “Market Participant” (in the definitions
section of this book) needs to be capitalized.
10. The word “entity” within the definitions for the terms “Distribution Company”, “Market
Participant”, “Registration Agent”, “Market Participant Service Agreements”, and “Customer”
may need to be capitalized.
Book 2 Issues – Creditworthiness (Document #08-2F)
1. The definition of the term “Governing Documents” found in the definitions section of Book 2
needs to have a colon instead of a comma after “…but not limited to”. Also, the word
“operations” within the definition of this term needs to be capitalized.
2. The definition of the term “Security Interest in Collateral” needs to have the term “Creditor”
capitalized within the definition.
Document #08 – 7G
3. The term “Event-driven Reconsideration” found in the definitions section of Book 2 should have
the word “driven” capitalized
4. The term “challenge” needs to be capitalized in Section 2.3.4.1.
5. The word “entity” within the definitions for the terms “Distribution Company” and “Customer”
may need to be capitalized. Also Also check for this word’s capitalization throughout this
book and consider adding the definition for the term “Entity” to the definitions section of this
book.
Book 3 Issues – Billing and Payments (Document #08-3F)
1. The definition of the term “Distribution Company Operational Manuals” found in the definitions
section of Book 3 is missing a comma after the word “detail”.
2. The definition of the term “Governing Documents” found in the definitions section of Book 3
needs to have a colon instead of a comma after “…but not limited to”.
3. The definition of the term “Registration Agent” found in the definitions section of Book 3 needs
to have the phrase “other than the Distribution Company” inserted after the word “entity”.
4. The term “billing party” needs to be capitalized in the following sections: 3.2.65t, 3.6.2 (two
times), 3.6.5, 3.6.7.
5. The term “business day” needs to be capitalized in Section 3.6.4 (two times).
6. The word “customer” within the definition of the term “Market Participant” (in the definitions
section of this book) needs to be capitalized.
7. The term “Customer” needs to be capitalized in 3.5, 3.6.1, 3.6.2 (5 times), 3.6.3 (2 times), 3.6.5
(5 times), 3.6.7 (1 time), Implementation Guidelines (1 time).
8. The term “Non-Billing Party” needs to be capitalized numerous times throughout this book.
9. The term “Rate Ready” needs to be capitalized in section 3.6.1.
10. The term “Registration Agent” needs to be capitalized in section 3.6.1 (two times).
11. The reference to the “Single Retailer Billing Option” needs to be changed to “Single Retail
Supplier Billing”. This change needs to be made numerous times throughout the technical
part of this book. References to other billing options also should be reviewed.
Document #08 – 7G
12. The term “Supplier” needs to be capitalized numerous times throughout this book.
13. The definition for the term “Distribution Company” found in the definitions section of Book 3
needs to have the word “entity” capitalized.
14. The definition for the term “Market Participant” found in the definitions section of Book 3
needs to have the word “entity” capitalized.
15. The word “entity” within the definitions for the terms “Distribution Company”, “Market
Participant”, “Registration Agent”, and “Customer” may need to be capitalized. Also check for
this word’s capitalization throughout this book and consider adding the definition for the term
“Entity” to the definitions section of this book.
Book 4 Issues – Distribution Company-Supplier Disputes (Document #08-4F)
1. The definition of the term “Governing Documents” found in the definitions section of Book 4
needs to have a colon instead of a comma after “…but not limited to”.
2. The red lines made on the definition of the term “Distribution Company – Supplier Service
Agreement” in the definitions section of Book 4 (Document #08-4F) cause the definition to be
different from the Glossary Subcommittee definition. These red lines should be rejected.
3. Section 4.3.1.2 needs a space inserted after the hyphen.
4. The definition for the term “Distribution Company” found in the definitions section of Book 4
needs to have the word “entity” capitalized.
5. The word “entity” within the definitions for the terms “Distribution Company” and “Customer”
may need to be capitalized.
Book 5 Issues – Quadrant-Specific Electronic Delivery Mechanism (from 09-27-05 MBP
publication)
1. The definition of the term “EDI/EDM” found in the definitions section of Book 5 contains a
reference to “RXQ x.4.z” within its definition. This probably needs to be changed to a more
generic reference to one of the RXQ books (i.e. replace “RXQ x.4.z” with “Quadrant-Specific
Electronic Delivery Mechanism”).
2. The definition of the term “Entity Common Code” found in the definitions section of this Book 5
is slightly different than the definition found in the Working Glossary.
Document #08 – 7G
Book 0 Definition: The D-U-N-S® or D-U-N-S+4® number used as the common company
identifier. Entity common codes should be ‘legal entities,’ that is, Ultimate
Location, Headquarters Location, and/or Single Location in Dun &
Bradstreet terms.
Working Glossary: The number used as the common company identifier, including D-U-N-S®
Number or D-U-N-S®+4 Number. Entity common codes should be ‘legal
entities,’ that is, Ultimate Location, Headquarters Location, and/or Single
Location in Dun & Bradstreet terms.
3. The definition of the term “FF/EDM” found in the definitions section of Book 5 contains a
reference to “RXQ x.4.z” within its definition. This probably needs to be changed to a more
generic reference to one of the RXQ books (i.e. replace “RXQ x.4.z” with “Quadrant-Specific
Electronic Delivery Mechanism”).
4. The definition of the term “Trading Partner Agreement” found in the definitions section of Book
5 needs to have the phrase “, or between a Market Participant and a Customer,” inserted
after the term “Market Participants”.
5. The word “customer” within the definition of the term “Market Participant” (in the definitions
section of this book) needs to be capitalized.
6. The term “Business Day” needs to be capitalized in Appendix D of Book 5 (3 occurrences of
this)
7. The term “Business Rule Change” needs to be capitalized in Appendix D of Book 5 (4
occurrence of this).
8. The definition for the term “Distribution Company” found in the definitions section of Book 5
needs to have the word “entity” capitalized.
9. The definition for the term “Market Participant” found in the definitions section of Book 5 needs
to have the word “entity” capitalized.
10. The term “Entity” needs to be capitalized numerous times throughout Book 5.
11. The term “Flat-file” needs to be capitalized numerous times throughout Book 5.
12. The term “Interactive Flat-file” needs to be capitalized.
13. The term “Suppliers” needs to be capitalized.
14. The term “Testing” needs to be capitalized numerous times throughout Book 5.
Document #08 – 7G
15. The term “Trading Partner” needs to be capitalized numerous times throughout Book 5.
16. The term “Translator” needs to be capitalized numerous times throughout Book 5.
17. The word “entity” within the definitions for the terms “Distribution Company” and “Market
Participant” may need to be capitalized.
Book 7 Issues – Internet Electronic Transport (from 09-27-05 MBP publication)
1. Book 7 contains two definitions that are different than the definitions approved by the
Glossary Subcommittee.
Trading Partner
Book 7 Definition: is a party that enters into an agreement with another party to transact
business electronically using the
Glossary Subcommittee Definition: A party that enters into an agreement with another
party to transact business electronically using NAESB model business practices.
Trading Partner Agreement
Book 7 Definition: or ‘TPA’ is a legal agreement between trading parties. The TPA often
dictates service level agreements and problem remediation processes. The TPA may
include technical exchange information such as URLs, et cetera.
Glossary Subcommittee Definition: A legally binding agreement between any two Market
Participants, or between a Market Participant and a Customer, defining each party's
expectations and responsibilities for doing business with each other using Uniform
Electronic Transactions.
2. The format of the way in which the definitions are presented at the beginning of Book 7 is
slightly different than the way in which definitions are presented in other books.
3. There are 38 defined terms listed toward the beginning of Book 7. 36 of the 38 defined terms
were never approved by the RXG Glossary Subcommittee. Should these 36 defined terms
shown in the RXQ Working Glossary?.
4. The term “Trading Partner” needs to be capitalized numerous times throughout Book 7.
5. The term “TPA” is used numerous times throughout Book 7. Each occurrence needs to be
changed to read “Trading Partner Agreement”.
6. The term ”Entity” may need to be capitalized numerous times throughout Book 7. Also, the
definition for this term may need to be added to the definitions section of this book.
Document #08 – 7G
7. The term “Entity Common Code” needs to be capitalized throughout Book 7. Also, the
definition for this term needs to be added to the definitions section of this book.
8. The term “Suppliers” needs to be capitalized in Book 7. Also, the definition for this term needs
to be added to the definitions section of this book.
9. The term “Testing” needs to be capitalized in Book 7. Also, the definition for this term needs to
be added to the definitions section of this book.
10. The words “flat file”, “flatfiles”, and ”flat-file” found throughout Book 7 need to be changed to
either “Flat-file” or “Flat-files”. Also, the definition for this term needs to be added to the
definitions section of this book.
Book 8 Issues – Customer Information (Document 08-8F)
1. The definitions section of Book 8 contains the wrong definition for Customer Information Set
(it shows the definition of Customer Information for Customer Information Set). The correct
definition for Customer Information Set is:
Customer Information provided via Uniform Electronic Transaction by a Distribution Company
(or other Market Participant responsible for the retention and maintenance of individual
Customer data in a given Distribution Company’s service territory) in response to a
Customer-specific Information Request from a Market Participant.
2. The definition for the term “Customer-specific Information Request” needs to be updated in
the definitions section of Book 8 to read as follows:
A Uniform Electronic Transaction submitted by a Market Participant to the Distribution
Company (or other Market Participant responsible for the retention and maintenance of
individual Customer data in a given Distribution Company’s service territory) to obtain the
Customer Information Set for the purposes authorized and/or specified by the Applicable
Regulatory Authority.
3. The definition for the term “Mass Customer List” needs to be updated in the definitions section
of Book 8 to read as follows:
Customer Information for certain Customers within a Distribution Company’s service territory
made available upon request via Uniform Electronic Transaction to Market Participants as
authorized and/or specified by the Applicable Regulatory Authority.
4. The definition for the term “Synchronization List” needs to be updated in the definitions
section of Book 8 to read as follows:
Document #08 – 7G
Customer Information for the Customers enrolled with a Supplier made available via Uniform
Electronic Transaction to the Supplier and other authorized Market Participants for the
purpose of coordinating the Customer records of Market Participants.
5. The word “entity” within the definition for the term “Market Participant” may need to be
capitalized. Also check for this word’s capitalization throughout this book and consider
adding the definition for the term “Entity” to the definitions section of this book.
6. The definition for the term “Customer” needs to be added to the definitions section of this book.
7. The term “Customer” needs to be capitalized numerous times throughout this book.
8. The definition for the term “Supplier” needs to be added to the definitions section of this book.
9. The term “Supplier” needs to be capitalized numerous times throughout this book.
10. The term “Market Participant” needs to be capitalized numerous times throughout this book.
Book 9 Issues – Customer Information (Document 08=9F)
1. The word “entity” within the definitions for the terms “Distribution Company” and “Customer”
may need to be capitalized.
2. The term “Customer” needs to be “capitalized” numerous times throughout this book/
Book 10 Issues – Customer Enrollment, Drop, and Account Information Change (01-07-07
Ratified Version)
1. The definition for the term “Drop” needs to be updated in the definitions section of Book 10 to
read as follows:
The process of discontinuing a Market Participant's responsibility for providing energy to a
Customer.
2. The definition for the term “Enrollment Rejection” needs to be updated in the definitions
section of Book 10 to read as follows:
The Uniform Electronic Transaction used to notify the Market Participant that their Enrollment
Request has been denied.
3. The word “customer” within the definition of the term “Market Participant” (in the definitions
section of this book) needs to be capitalized.
Document #08 – 7G
4. The definition for the term “Distribution Company” found in the definitions section of Book 10
needs to have the word “entity” capitalized.
5. The word “entity” within the definitions for the terms “Distribution Company”, “Market
Participant”, “Registration Agent”, and “Customer” may need to be capitalized.
6. The definition for the term “Account Information Change” needs to be added to the definitions
section of this book.
7. The definition for the term “Account Information Change Confirmation” needs to be added to
the definitions section of this book.
8. The definition for the term “Account Information Change Rejection” needs to be added to the
definitions section of this book.
9. The definition for the term “Account Information Change Effective Date” needs to be added to
the definitions section of this book.
10. The definition for the term “Account Information Change Request” needs to be added to the
definitions section of this book.
11. The term “Business Day” needs to be capitalized in section 10.3.1.4.
12. The term “Customer” needs to be capitalized in the Introduction to this book.
13. The term “Drop” needs to be capitalized in section 10.1.3.
Book 11 Issues – Customer Enrollment, Drop, and Account Information Change Using a
Registration Agent (05-14-08 Ratified Version)
1. The definition for the term “Drop” needs to be updated in the definitions section of Book 10 to
read as follows:
The process of discontinuing a Market Participant's responsibility for providing energy to a
Customer.
2. The definition for the term “Enrollment Rejection” needs to be updated in the definitions
section of Book 10 to read as follows:
The Uniform Electronic Transaction used to notify the Market Participant that their Enrollment
Request has been denied.
Document #08 – 7G
3. The term “Uniform Electronic Transactions” as shown in the definitions section of Book 10
needs to be changed to “Uniform Electronic Transaction”.
4. The word “customer” within the definition of the term “Market Participant” (in the definitions
section of this book) needs to be capitalized.
5. The word “entity” within the definitions for the terms “Distribution Company”, “Market
Participant”, “Registration Agent”, and “Customer” may need to be capitalized.
6. The term “EDI ID Change” and its corresponding definition need to be added to the definitions
section of this book.
7. The term “EDI ID Change Confirmation” and its corresponding definition need to be added to
the definitions section of this book.
8. The term “EDI ID Change Rejection” and its corresponding definition need to be added to the
definitions section of this book.
9. The term “EDI ID Change Request” and its corresponding definition need to be added to the
definitions section of this book.
10. The term “EDI ID Set-up” and its corresponding definition need to be added to the definitions
section of this book.
11. The term “EDI ID Set-up Confirmation” and its corresponding definition need to be added to
the definitions section of this book.
12. The term “EDI ID Set-up Rejection” and its corresponding definition need to be added to the
definitions section of this book.
13. The term “EDI ID Set-up Request” and its corresponding definition need to be added to the
definitions section of this book.
14. The term “Service Request” and its corresponding definition need to be added to the
definitions section of this book.
15. The term “Business Day” and its corresponding definition need to be added to the definitions
section of this book.
16. The term “Business Day” needs to be capitalized in section 11.3.1.5.
Document #08 – 7G
17. The term “Customers” needs to be capitalized in the Introduction to this book.