Application integration at electric utilities - System interfaces for distribution management - Part 8: Interface standard for customer support

IEC 61968-8:2015(E) specifies the information content of a set of message types that can be used to support many of the business functions related to customer support. Typical uses of the message types include service request, customer agreement, and trouble management. The purpose is to define a standard for the integration of customer support (CS), which would include customer service, trouble management and point of sale related components integrated with other systems and business functions within the scope of IEC 61968. The scope of this standard is the exchange of information between a customer support system and other systems within the utility enterprise.

Integration von Anwendungen in Anlagen der Elektrizitätsversorgung - Systemschnittstellen für Netzführung - Teil 8: Schnittstellen für den Kundenbetrieb

Intégration d'applications pour les services électriques - Interfaces système pour la gestion de distribution - Partie 8: Interfaces pour l'assistance à la clientèle

L'IEC 61968-8:2015 spécifie le contenu d'informations d'un ensemble de types de messages qui peuvent être utilisés pour prendre en charge de nombreuses fonctions métier relatives à l'assistance à la clientèle. La demande de service, l'accord client et la gestion d'incidents constituent des utilisations typiques des types de messages. L'objectif de la présente partie de l'IEC 61968 est de définir une norme pour l'intégration de l'assistance à la clientèle (CS) qui inclurait des composants liés au service à la clientèle, à la gestion des incidents et aux points de vente, ces composants étant intégrés à d'autres systèmes et fonctions métier dans le domaine d'application de l'IEC 61968. Le domaine d'application de la présente norme est l'échange d'informations entre un système d'assistance à la clientèle et d'autres systèmes au sein de l'entreprise de distribution.

Združevanje aplikacij v elektropodjetjih - Sistemski vmesniki za upravljanje distribucije - 8. del: Standard vmesnika za podporo končnim uporabnikom

Ta del standarda IEC 61968 določa informacijsko vsebino nabora vrst sporočil, ki jih je mogoče uporabiti za podporo številnih poslovnih funkcij v zvezi s podporo končnim uporabnikom. Običajni primeri uporabe vrste sporočil vključujejo zahtevo za storitev, pogodbo s končnim uporabnikom in upravljanje težav. Namen tega dela standarda IEC 61968 je opredelitev standarda za vključevanje podpore končnim uporabnikom (CS), ki zajema storitve za končne uporabnike, upravljanje težav in komponente, povezane s prodajnim mestom, ki so povezani z drugimi sistemi in poslovnimi funkcijami v okviru standarda IEC 61968. Področje uporabe tega standarda je izmenjava informacij med podporo končnim uporabnikom in drugimi sistemi znotraj podjetja.

General Information

Status
Published
Publication Date
13-Jun-2016
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
02-Jun-2016
Due Date
07-Aug-2016
Completion Date
14-Jun-2016
Standard
SIST EN 61968-8:2016 - BARVE
English language
61 pages
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Standards Content (Sample)


SLOVENSKI STANDARD
01-julij-2016
=GUXåHYDQMHDSOLNDFLMYHOHNWURSRGMHWMLK6LVWHPVNLYPHVQLNL]DXSUDYOMDQMH
GLVWULEXFLMHGHO6WDQGDUGYPHVQLND]DSRGSRURNRQþQLPXSRUDEQLNRP
Application integration at electric utilities - System interfaces for distribution management
- Part 8: Interface standard for customer support
Ta slovenski standard je istoveten z: EN 61968-8:2016
ICS:
29.240.30 Krmilna oprema za Control equipment for electric
elektroenergetske sisteme power systems
35.200 Vmesniška in povezovalna Interface and interconnection
oprema equipment
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD EN 61968-8
NORME EUROPÉENNE
EUROPÄISCHE NORM
May 2016
ICS 33.200
English Version
Application integration at electric utilities - System interfaces for
distribution management - Part 8: Interfaces for customer
operations
(IEC 61968-8:2015)
Application integration at electric utilities - System interfaces Integration von Anwendungen in Anlagen der
for distribution management - Part 8 : interface standard for Elektrizitätsversorgung - Systemschnittstellen für
customer support Netzführung - Teil 8: Schnittstellen Normen für den
(IEC 61968-8:2015) Kundendienst
(IEC 61968-8:2015)
This European Standard was approved by CENELEC on 2015-07-01. CENELEC members are bound to comply with the CEN/CENELEC
Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC
Management Centre or to any CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the
same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,
Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.

European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels
© 2016 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN 61968-8:2016 E
European foreword
The text of document 57/1548/FDIS, future edition 1 of IEC 61968-8, prepared by IEC/TC 57, "Power
systems management and associated information exchange" was submitted to the IEC-CENELEC
parallel vote and approved by CENELEC as EN 61968-8:2016.

The following dates are fixed:
(dop) 2016-11-13
• latest date by which the document has
to be implemented at national level by
publication of an identical national
standard or by endorsement
• latest date by which the national (dow) 2019-05-13
standards conflicting with the
document have to be withdrawn
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such
patent rights.
Endorsement notice
The text of the International Standard IEC 61968-8:2015 was approved by CENELEC as a European
Standard without any modification.
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
The following documents, in whole or in part, are normatively referenced in this document and are
indispensable for its application. For dated references, only the edition cited applies. For undated
references, the latest edition of the referenced document (including any amendments) applies.
NOTE 1 When an International Publication has been modified by common modifications, indicated by (mod), the relevant

EN/HD applies.
NOTE 2 Up-to-date information on the latest versions of the European Standards listed in this annex is available here:
www.cenelec.eu.
Publication Year Title EN/HD Year

IEC 60050 -  International Electrotechnical Vocabulary - -
(IEV)
IEC 61968-1 -  Application integration at electric utilities - EN 61968-1 -
System interfaces for distribution
management -- Part 1: Interface
architecture and general requirements
IEC 61968-6 -  Application integration at electric utilities - - -
System interfaces for distribution
management - Part 6: Interfaces for
maintenance and construction
IEC 61968-11 -  Application integration at electric utilities - EN 61968-11 -
System interfaces for distribution
management -- Part 11: Common
information model (CIM) extensions for
distribution
IEC 61968-100 -  Application integration at electric utilities - EN 61968-100 -
System interfaces for distribution
management -- Part 100: Implementation
profiles
IEC 61970-301 -  EN 61970-301 -
IEC/TS 61968-2 -  Application integration at electric utilities - - -
System interfaces for distribution
management -- Part 2: Glossary

IEC 61968-8 ®
Edition 1.0 2015-05
INTERNATIONAL
STANDARD
colour
inside
Application integration at electric utilities – System interfaces for distribution

management –
Part 8: Interfaces for customer operations

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 33.200 ISBN 978-2-8322-2678-0

– 2 – IEC 61968-8:2015  IEC 2015
CONTENTS
FOREWORD . 4
1 Scope . 7
2 Normative references . 7
3 Terms, definitions and abbreviations . 7
3.1 Terms and definitions . 7
3.2 Abbreviations . 8
4 Reference and information models . 8
4.1 Reference model . 8
4.1.1 General . 8
4.1.2 Customer support (CS) . 9
4.2 Customer support functions and components . 9
4.3 Static information model . 9
4.3.1 General . 9
4.3.2 Classes for customer support . 9
5 Customer support message types . 10
5.1 General . 10
5.2 Trouble ticket . 11
5.2.1 General . 11
5.2.2 Message format . 12
5.3 Incident information . 12
5.3.1 General . 12
5.3.2 Message format . 14
5.4 Service request . 15
5.4.1 General . 15
5.4.2 Message format . 16
5.5 Service order . 17
5.5.1 General . 17
5.6 Work request . 17
5.6.1 General . 17
5.7 Customer agreement . 18
5.7.1 General . 18
5.7.2 Message format . 20
Annex A (normative) XML schemas for message payloads . 21
Bibliography . 58

Figure 1 – IEC 61968-8 context model . 8
Figure 2 – Example of trouble ticket exchange between CIS and OMS . 11
Figure 3 – Trouble ticket message . 12
Figure 4 – Example of incident information exchange between OMS and CIS . 13
Figure 5 – Incident information message . 14
Figure 6 – Example of a service request exchange between CIS and WMS . 15
Figure 7 – Service request message . 16
Figure 8 – Example of a service order exchange between CIS and WMS . 17
Figure 9 – Example of a work request exchange between CIS and WMS . 18

IEC 61968-8:2015  IEC 2015 – 3 –
Figure 10 – Example of a customer exchange between CIS and external or third party
systems . 19
Figure 11 – Customer agreement message . 20
Figure A.1 – Trouble ticket XSD . 24
Figure A.2 – Incident information XSD . 28
Figure A.3 – Customer agreement XSD . 35
Figure A.4 – Service request XSD . 57

Table 1 – Document overview for IEC 61968-8 . 6
Table 2 – Business functions and abstract components . 9
Table 3 – Customer support classes . 10

– 4 – IEC 61968-8:2015  IEC 2015
INTERNATIONAL ELECTROTECHNICAL COMMISSION
___________
APPLICATION INTEGRATION AT ELECTRIC UTILITIES –
SYSTEM INTERFACES FOR DISTRIBUTION MANAGEMENT –

Part 8: Interfaces for customer operations

FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,
Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC
Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested
in the subject dealt with may participate in this preparatory work. International, governmental and non-
governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely
with the International Organization for Standardization (ISO) in accordance with conditions determined by
agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence
between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in
the latter.
5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
members of its technical committees and IEC National Committees for any personal injury, property damage or
other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and
expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC
Publications.
8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 61968-8 has been prepared by IEC technical committee 57: Power
systems management and associated information exchange.
The text of this standard is based on the following documents:
FDIS Report on voting
57/1548/FDIS 57/1573/RVD
Full information on the voting for the approval of this standard can be found in the report on
voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
A list of all parts of the IEC 61968 series, under the general title: Application integration at
electric utilities – System interfaces for distribution management, can be found on the IEC
website.
IEC 61968-8:2015  IEC 2015 – 5 –
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
A bilingual version of this publication may be issued at a later date.

IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
– 6 – IEC 61968-8:2015  IEC 2015
INTRODUCTION
The purpose of this part of IEC 61968 is to define a standard for the integration of Customer
Support (CS), which would include Customer Service, Trouble Management and Point of Sale
related components integrated with other systems and business functions within the scope of
IEC 61968. The scope of this standard is the exchange of information between a customer
support system and other systems within the utility enterprise.
The IEC 61968 series of standards is intended to facilitate inter-application integration as
opposed to intra-application integration. Intra-application integration is aimed at programs in
the same application system, usually communicating with each other using middleware that is
embedded in their underlying runtime environment, and tends to be optimised for close, real-
time, synchronous connections and interactive request/reply or conversation communication
models. IEC 61968, by contrast, is intended to support the inter-application integration of a
utility enterprise that needs to connect disparate applications that are already built or new
(legacy or purchased applications), each supported by dissimilar runtime environments.
Therefore, these interface standards are relevant to loosely coupled applications with more
heterogeneity in languages, operating systems, protocols and management tools. This series
of standards is intended to support applications that need to exchange data every few
seconds, minutes, or hours rather than waiting for a nightly batch run. This series of
standards, which are intended to be implemented with middleware services that exchange
messages among applications, will complement, not replace utility data warehouses,
database gateways, and operational stores.
As used in IEC 61968, a Distribution Management System (DMS) consists of various
distributed application components for the utility to manage electrical distribution networks.
These capabilities include monitoring and control of equipment for power delivery,
management processes to ensure system reliability, voltage management, demand-side
management, outage management, work management, automated mapping and facilities
management. Standard interfaces are defined for each class of applications identified in the
Interface Reference Model (IRM), which is described in IEC 61968-1: Application integration
at electric utilities – System interfaces for distribution management – Interface Architecture
and General Requirements.
This part of IEC 61968 contains the clauses listed in Table 1.
Table 1 – Document overview for IEC 61968-8
Clause Title Purpose
1.
Scope The scope and purpose of the document are described.
2.
Normative references Documents that contain provisions which, through reference in
this text, constitute provisions of this international standard.
3.
Terms, definitions and
abbreviations
4.
Reference and information Description of general approach to customer support,
models reference model, interface reference model, customer support
functions and components, message type terms and static
information model.
5.
Customer support message Message types related to the exchange of information for
types documents related to customer services.
Annex A
Sample XML schemas for To provide XSD information for information use only.
message payloads
IEC 61968-8:2015  IEC 2015 – 7 –
APPLICATION INTEGRATION AT ELECTRIC UTILITIES –
SYSTEM INTERFACES FOR DISTRIBUTION MANAGEMENT –

Part 8: Interfaces for customer operations

1 Scope
This part of IEC 61968 specifies the information content of a set of message types that can be
used to support many of the business functions related to customer support. Typical uses of
the message types include service request, customer agreement, and trouble management.
The purpose of this part of IEC 61968 is to define a standard for the integration of customer
support (CS), which would include customer service, trouble management and point of sale
related components integrated with other systems and business functions within the scope of
IEC 61968. The scope of this standard is the exchange of information between a customer
support system and other systems within the utility enterprise.
2 Normative references
The following documents, in whole or in part, are normatively referenced in this document and
are indispensable for its application. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any
amendments) applies.
IEC 60050, International Electrotechnical Vocabulary
IEC 61968-1, Application integration at electric utilities – System interfaces for distribution
management – Part 1: Interface architecture and general recommendations
IEC TS 61968-2, Application integration at electric utilities – System interfaces for distribution
management – Part 2: Glossary
IEC 61968-6, Application integration at electric utilities – System interfaces for distribution

management – Part 6: Interfaces for maintenance and construction
IEC 61968-11, Application integration at electric utilities – System interfaces for distribution
management – Part 11: Common information model (CIM) extensions for distribution
IEC 61968-100, Application integration at electric utilities – System interfaces for distribution
management – Part 100: Implementation profiles
IEC 61970-301, Energy management system application program interface (EMS-API) – Part
301: Common information model (CIM) base
3 Terms, definitions and abbreviations
3.1 Terms and definitions
For the purposes of this standard, the terms and definitions given in IEC 60050-300,
IEC 61968-2, IEC 62051 and IEC 62055-31 apply.
Where there is a difference between the definitions in this standard and those contained in
other referenced IEC standards, then those defined in IEC 61968-2 shall take precedence
over the others listed, and those defined in this document shall take precedence over those
defined in IEC 61968-2.
______________
To be published.
– 8 – IEC 61968-8:2015  IEC 2015
3.2 Abbreviations
CIM Common information model
CIS Customer information system
CRM Customer relationship management
CSR Customer service representative
ERT Estimated restoration time
IVR Interactive voice response
NO Network operations
OMS Outage management system
POS Point of sale
UML Unified modelling language
WM Work management
XSD XML schema definition
4 Reference and information models
4.1 Reference model
4.1.1 General
The diagram in Figure 1 serves as a reference model and provides examples of the logical
components and data flows related to the context of this part of IEC 61968.
Figure 1 describes the information flows between the components defined in this part of
IEC 61968 and the components in the reference model defined in IEC 61968-1.
61968 Parts 3-10
(10) External (6) Maintenance and (3) Trouble call
to DMS (EXT-ACT) construction (MC) management (NO)
(5) (3) (4) (2) (1)
(6)
Customer service Trouble call
(CSRV) management (TCM)
Part 8 Customer support (CS)
1. Trouble ticket
2. Incident information
3. Service order
4. Work request
5. Customer agreement
6. Service request
IEC
Figure 1 – IEC 61968-8 context model

IEC 61968-8:2015  IEC 2015 – 9 –
4.1.2 Customer support (CS)
Typical tasks of customer support:
• Customer services may include, but are not limited to, customer enquiries, new service,
program enrollment and service or work request updates.
• Trouble call management may include, but are not limited to, trouble calls reported from
customers and non-customers, outage notifications and restoration updates.
4.2 Customer support functions and components
Table 2 shows these functions and typical abstract components that are expected to be
producers of information for these message types. Typical consumers of the information
include, but are not restricted to, the other components as listed in IEC 61968-1.
Table 2 – Business functions and abstract components
Service requests
Customer support (CS)
Construction billing inquiry
Billing inquiry
Work status
Self-service inquiry
Customer connection
Customer service (CSRV)
Turn on, turn off
Line losses
Service level agreements
Customer information analysis
Customer information management
Customer relationship management
Outage calls
Trouble call management (TCM)
Power quality
Planned outage notifications
Media communication
Performance indices
Restoration projection/confirmation
Outage history
Point of sale (POS)
4.3 Static information model
4.3.1 General
The information model relevant to customer support consists of classes that provide a
template for the attributes for each message.
The classes are defined in detail in IEC 61968-11, Application integration at electric utilities –
System interfaces for distribution management – Part 11: Common Information Model (CIM)
Extensions for Distribution or in IEC 61970-301, Energy management system application
program interfaces (EMS-API) – Part 301: Common information model (CIM) base.
4.3.2 Classes for customer support
Table 3 lists classes used within message types. Usually all the attributes of these classes
are contained within a message type. The descriptions provided describe usage within this
part.
Classes described as type "Customer" are defined in the 61968/customer package of the CIM.

– 10 – IEC 61968-8:2015  IEC 2015
Table 3 – Customer support classes
Class/Noun Package Description
Customer Customers Organisation receiving services from service supplier
CustomerAgreement Customers Agreement between the customer and the service supplier to pay
for service at a specific service location. It records certain billing
information about the type of service provided at the service
location and is used during charge creation to determine the type
of service
DemandResponseProgram Metering Demand response program
Incident Operations Description of a problem in the field that may be reported in a
trouble ticket or come from another source. It may have to do
with an outage
Location Common The place, scene, or point of something where someone or
something has been, is, and/or will be at a given moment in time.
It can be defined with one or more position points (coordinates)
in a given coordinate system
Outage Operations Document describing details of an active or planned outage in a
part of the electrical network.
A non-planned outage may be created upon:
– a breaker trip,
– a fault indicator status change,
– a meter event indicating customer outage,
– a reception of one or more customer trouble calls, or
– an operator command, reflecting information obtained from
the field crew.
Outage restoration may be performed using a switching plan
which complements the outage information with detailed
switching activities, including the relationship to the crew and
work.
A planned outage may be created upon:
– a request for service, maintenance or construction work in
the field, or
– an operator-defined outage for what-if/contingency network
analysis.
The associated outage plan defines operational restrictions and
atomic switch actions to define the changes that, after applied,
would result in a total or partial equipment outage as required for
network analysis.
ServiceCategory Customers Category of service provided to the customer
ServiceLocation Customers A real estate location, commonly referred to as premise
TroubleTicket Customers A document that provides details about trouble in the power
network
Work Work Document used to request, initiate, track and record work

NOTE The class definitions provided here are for convenience purposes only. The normative definitions are
provided by IEC 61968-11, which describes the distribution extensions to the IEC CIM standard.
5 Customer support message types
5.1 General
The purpose of this section is to describe the message types related to IEC 61968-8. It is
important to note that some of these message types may also be used by other parts of
IEC 61968. The general approach to the realization of message structures and XML schemas
for IEC 61968 messages is described in IEC 61968-1 and IEC 61968-100.
It is also important to note that the use cases and sequence diagrams provided in this
standard are informative in nature, and are intended to provide examples of usage for the

IEC 61968-8:2015  IEC 2015 – 11 –
normative messages definitions. There is no intent by this standard to standardize specific
business processes.
5.2 Trouble ticket
5.2.1 General
Many electric utilities depend on the calls from the customers to begin the process to identify
the location of the faulted section of the electric distribution circuit. The trouble ticket is the
communication mechanism between the utility and the customer that is used to initiate an
analysis to determine where best to deploy field personnel for service restoration. The trouble
ticket is typically created based on direct conversation with the customer. The trouble ticket is
also created based on customer report via an automated call taking system and on an outage
report from an AMI meter. The trouble ticket contains the information of a customer call.
Once created, the trouble ticket may be sent to the OMS for further processing.
Figure 2 provides a sequence diagram showing the use case for communication between the
CIS and OMS using the trouble ticket message. Figure 3 presents an XSD diagram showing
the contents of the trouble ticket message.
sd Trouble ticket
CS-TCM NO-FLT
(CIS) (OMS)
Call taker obtains all the relevent
information from the customer and enters
the data into the call tracking application
Created (trouble ticket)
Obtain connectivity topology
and determine potential
scope of trouble
opt
Changed (trouble ticket)
IEC
Figure 2 – Example of trouble ticket exchange between CIS and OMS

– 12 – IEC 61968-8:2015  IEC 2015
5.2.2 Message format
IEC
Figure 3 – Trouble ticket message
5.3 Incident information
5.3.1 General
When there is an outage and it is a confirmed outage, utilities typically can provide an
estimated restoration time (ERT) depending on where the event is within the outage
management processes. A request is made to outage management for a status update on a
particular trouble ticket assigned to an outage incident, or to determine if an incident already
exists before creating a trouble ticket (See Figure 4 showing the use case for this message
exchange).
IEC 61968-8:2015  IEC 2015 – 13 –
When making a trouble call, some callers request for a call back at a certain point in the
restoration phase; e.g. at the time of arrival of the crew or when the supply is restored. This
message needs to be created when the call back is due and lists the customers requiring call
back. While the incident information message is generated by the Outage Management
System (OMS), it is included in this document to complete the interaction between the CIS
and the OMS and will be removed from this standard when the message is included in the
IEC 61968-3. Figure 5 details the contents of the incident information message and includes
the required elements of the CIS as well as the OMS.
sd Incident information
NO-FLT CS-CSRV
(OMS)
Changed (incident information)
Update associated
trouble ticket
IEC
Figure 4 – Example of incident information exchange between OMS and CIS

– 14 – IEC 61968-8:2015  IEC 2015
5.3.2 Message format
IEC
Figure 5 – Incident information message

IEC 61968-8:2015  IEC 2015 – 15 –
5.4 Service request
5.4.1 General
Customers initiate service requests as their main point of contact with the utility. Service
requests by a customer may include but are not limited to:
• Request to turn an existing service on or off (move in/move out, seasonal, etc.)
• Request a new service (electrification of a garage, new house, etc.)
• Request investigation into power quality or other concern about an existing service
(not a trouble or outage call)
• Enroll or de-enroll in a customer program (demand response, etc.)
• Account issues (billing inquiries, high bill complaints, etc.)
Service requests may be initiated:
• In person at a utility office with a customer service representative (CSR)
• Over the internet to CIS or CRM systems
• Through an automated IVR system
• Over the telephone with a CSR
Once a service request is received, the CIS sends it to the WMS for further processing
(see Figure 6).
Service requests may:
• Be manually handled by a customer service representative
• Cause a service order to be created and assigned to a field service technician/crew
• Cause a work request to be created in work management, which in turn may generate
a work order or some other action
Service requests are typically handled by a manual process, but increasingly require an
electronic representation between front end systems such as IVR and CRM, which send a
service request message (see Figure 7 for message contents) to the customer information
system.
sd Service order
Customer MC-SCHD
support
Customer or person creates
a service request
Created (service request)
IEC
Figure 6 – Example of a service request exchange between CIS and WMS

– 16 – IEC 61968-8:2015  IEC 2015
5.4.2 Message format
IEC
Figure 7 – Service request message

IEC 61968-8:2015  IEC 2015 – 17 –
5.5 Service order
5.5.1 General
A service order is an IEC 61968-6 message and is created when customer service needs to
have some work done at a customer premise. The service order is created as one possible
response to a service request.
The service order contains the information for a field service technician or crew to perform the
work required by the customer such as:
• Service connection / disconnection
• Power quality / high bill investigation
• Meter service, such as meter replacement
Figure 8 shows the work flow between CIS and WMS when a service order message is
exchanged.
Service orders by definition define work to be performed on an existing service and therefore
typically include account and existing premise information. If a new service is required, a
maintenance or construction order is required instead. The final task of a maintenance order
for installing a new service is usually a meter set. This job is often performed by field service
crews or technicians, so that meter set may occur as a service order, or as part of the
maintenance order depending on the utility.
sd Service order
CS-TCM MC-SCHD
(CIS) (WMS)
Someone creates
a service request
Created (service request)
Processing
Created (service order)
IEC
Figure 8 – Example of a service order exchange between CIS and WMS
The service order message is defined fully in IEC 61968-6.
5.6 Work request
5.6.1 General
A work request is an IEC 61968-6 message and informs work management that some work
may be required on company assets. While there are numerous work management-initiated
use cases for creating a work request, such as inspections and maintenance, this subclause
describes work requests that are created by the customer support organization.

– 18 – IEC 61968-8:2015  IEC 2015
The work request is the main point of contact between the customer service organization and
the engineering or maintenance organization. Figure 9 shows the work request message
exchange between the CIS and WMS.
Typical reasons for customer service to create a work request include:
• A new customer wishes a new service to be created, such when a new house is built
• An existing customer wishes to extend their service, such as adding power to
previously unpowered garage
• An existing customer wishes to modify their service, such as upgrading from 100 A to
200 A service.
Engineering may create a maintenance order or construction order in the work management
system to track the estimation, design, planning and eventually construction crew tasks to be
performed in the field. Other utilities only create the maintenance or construction order when
there is actual work to be done in the field.
Other processes that may cause the creation of maintenance or construction order include
contribution in aid of construction or other evaluation.
Customers may end up declining to have the work done upon receipt of the estimate, and for
many utilities that would mean that a maintenance or construction order never gets created in
response to the work request.
The work request contains as much information as is needed for the eventual creation of a
construction or maintenance order.
sd Work request
Customer MC-SCHD
support
Customer or person creates
a work request
Created (work request)
IEC
Figure 9 – Example of a work request exchange between CIS and WMS
The work request message is defined in IEC 61968-6 as well as the maintenance order and
construction order messages.
5.7 Customer agreement
5.7.1 General
The customer service agreement documents the terms and conditions between the utility and
the Customer for the provision of electricity. Not all utilities require a customer service
agreement; however, utilities will assign the rate appropriate for the requested customer
connection.
IEC 61968-8:2015  IEC 2015 – 19 –
The customer agreement configuration message has been included in IEC 61968-9 because
this Part 8 had not been published and the Automated Metering systems needed this
message defined to fully define the exchanges with other back office systems. The
GetCustomerAgreements is also contained in IEC 61968-9 and will remain there until the next
release of this IS when it will be moved to IEC 61968-8. The CustomerAgreementConfig
nd
message that is currently contained in the 2 edition of IEC 61968-9 will be removed in the
next edition and will remain a part of IEC 61968-8.
Figure 10 provides a sequence diagram showing the use case for communication between the
CIS and external or third party systems using the customer agreement message. Figure 11
presents an XSD diagram showing the contents of the customer agreement configuration
message.
sd Customer agreement
EXT-SAL Customer
support
Created (customer agreement)
IEC
Figure 10 – Example of a customer exchange between CIS
and external or third party systems

– 20 – IEC 61968-8:2015  IEC 2015
5.7.2 Message format
IEC
Figure 11 – Customer agreement message

IEC 61968-8:2015  IEC 2015 – 21 –
Annex A
(normative)
XML schemas for message payloads

The purpose of this annex is to provide examples of XML schemas (see Figure A.1,
Figure A.2, Figure A.3 and Figure A.4) for message payloads to augment the descriptions
provided earlier in this document. These XML Schemas were defined using profile definitions
within CIMTool. These schemas may be extended as needed for specific implementation
needs.

xmlns:sawsdl="http://www.w3.org/ns/sawsdl" xmlns="http://langdale.com.au/2005/Message#"
xmlns:m="http://iec.ch/TC57/2014/TroubleTickets/1#" targetNamespace="http://iec.ch/TC57/2014/TroubleTickets/1#"
elementFormDefault="qualified" attributeFormDefault="unqualified">






maxOccurs="unbounded"/>




Organisation receiving services from service supplier.


sawsdl:modelReference="http://iec.ch/TC57/CIM-generic#IdentifiedObject.mRID">

Master resource identifier issued by a model authority.
The mRID must semantically be a UUID as specified in RFC 4122. The mRID is globally unique.
For CIMXML data files in RDF syntax, the mRID is
mapped to rdf:ID or rdf:about attributes that identify CIM object elements.






Conditions for notifying the customer about the changes in the status of their
service (e.g., outage restore, estimated restoration time, tariff or service level change, etc.)


sawsdl:modelReference="http://iec.ch/TC57/CIM-generic#CustomerNotification.contactType">

Type of cont
...

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