Automation Use Cases

There are a variety of automation use cases enabled by the Leap universal APIs and partners have the flexibility to choose which ones to automate and when. Below is a summary of these use cases and how they apply per program type. For help in determining which use cases to start with, check out the Residential Phasing or Commercial Phasing guides.

Use Cases by Program Type

Programs fall under two categories (utility meter vs. device) based on how interval data is collected and dispatch event performance is measured. Utility meter programs are measured at the residential or commercial utility meter and meter interval data from utilities is used to calculate performance. Device programs are measured at the device and partners are required to upload device interval data to Leap so that performance can be calculated.

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For a list of Utility Meter vs. Device programs see the Onboard Overview developer guide.

* TX ERS (utility meter program) meters can either be onboarded via Leap Connect or directly with Create Meters API since utility data authorization is not required
** Some programs are on the Revenue and Event Performance roadmap and not yet included in these API responses

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Handling utility meter vs. device Leap meters

In most cases the same integration will work for both utility meter and device programs however note the processing differences between these two types of Leap meters in the Utility Meters vs. Devices developer guide.

Summary of Use Cases

A summary of use cases broken down by the four phases of the meter journey is below.

Onboard

• For utility meter programs:
  • Leap Connect - Embed Leap Connect URL into both customer new sales/install workflows as well as existing customer install base enrollment workflows
  • Connect Reminders - Automate customer re-engagement and increase enrollment conversion rates
• For device programs (& optionally TX ERS):
  • Create Meters - Add meters directly to Leap platform for enrolled customers and devices

Manage

• Meter Inventory - Sync meter data between Leap platform and partner systems in preparation for dispatching
• Meter Configuration - Manage meter participation over time based on seasonal requirements or customer requests

Transact

• Dispatch - Receive dispatch event notifications (webhook push recommended) and automate control of customer devices
• For CAISO only:
  • Bidding - Leverage Leap Managed Bidding* or manage bids directly with the Bid API

* Most partners have Leap manage and schedule the CAISO bids on their behalf

Monetize

• For device programs:
  • Interval Upload - Automate device interval data uploads via SFTP client library
• Event Performance - Track performance and alert on poor performing meters in order to take corrective action
• Revenue - Sync revenue and settlement data to financial reporting systems and get revenue broken down by customer