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Updated on March 7, 2025

Data Model

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Technical Data Architecture

In the Technical Data & Location module, the Service Point entity is associated with the horizontal (premise) and vertical (address) physical address as well as the technical characteristics that define it, associated installations and devices.

The recommended data structure is that a contract or a customer request is always associated with a Service Point, allowing full traceability and the use of the defined characteristics for use in the rest of the functionalities.

The structure allows the historical traceability of the customer, during the life of a contract or service it is possible to change a customer while maintaining the same Service Point with its own characteristics.

Service Point: The Service Point entity is key to linking the CPQ (Contract Requests, Quotes, Contracts), Field Work (Work Orders), Sales (Opportunities, Offers) and Service (Requests and Complaints) entities with the physical location of the service or activity provision.

Installation: The Installation endpoint manages detailed information about the installation or assembly of an device at a Service Point.

Device: The Device entity contains detailed information about the type, manufacturer, model, serial number, and current status of the device.

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Sample Data:

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Entity Relationship Diagram

erDiagram
    "SERVICE POINT" }o--|| ADDRESS : "physical location"
    "SERVICE POINT" ||--o{ "CHARACTERISTICS" : characteristics
    "SERVICE POINT" ||--o{ INSTALLATION : installations
    INSTALLATION }o--|| DEVICE : "installed device"
    "INSTALLATION" ||--o{ "CHARACTERISTICS" : characteristics
    DEVICE }o--||"INSTALLATION": "current installation"
    DEVICE ||--o{ "CHARACTERISTICS" : characteristics

 

Service Point Data Model

Field Type Description Example
Description String Explanatory definition of the Service Point Street’s main Connection Point.
Name String Name of the Service Point ES000000000031
Type Picklist Business Line or Services for their classification (Electricity, Water, Waste, Gas…). Water
Category Picklist Categorize the service point to identify different types of products or services that may be applicable. ‘Connection’,‘Supply’
Address String Physical address of the Service Point 123 Main St.
Geolocation Geolocation Geographical coordinates of the Service Point 40.7128° N, 74.0060° W
Status Picklist Status of the Service Point Active, Inactive
Company String Company that owns the Service Point ‘Company A’
Parent Service Point Lookup Parent Service Point Service Point Id

 

Installation Data Model

Field Type Description Example
Status String Active, Inactive or Pending determines whether or not the Device Installation is ready to contract or provide service. ‘Active’
Type String Type of installation. Main reason for installation. ‘Water’
Description String Explanatory definition of the Installation ‘Main Supply point’
Location clarifier String Location clarifier. To make it easier to find. ‘In a box behind the wall’
Geolocation Geocode Geolocation of the Service Point. It increases the accuracy of its location in case it does not have geolocated devices. (latitude,longitude)
Device Lookup Related Device. Device Id
Service Point Lookup Related Service Point. Service Point Id
Install datetime Datetime Date of installation of the device (unrelated to its contract) YYYY-MM-DD
Removal datetime Datetime Date of unistall of the device (unrelated to its contract) YYYY-MM-DD

 

Device Data Model

Field Type Description Example
Status String Active, Inactive or Pending determines whether or not the Service Point is ready to contract or provide service. ‘Active’
Name String Identification of the Device ‘DEV0001’
Description String Explanatory definition of the Device ‘Big-red in a box.’
Business Line String Standard picklist of values according to business ‘Type A’
Type String Standard picklist of values according to business ‘Type A’
Manufacturer String Identify the device manufacturer for easy maintanance task management. ‘Tesla‘
Manufacture Date Date Identify the device manufacturer for easy maintanance task schedule as revision, inspection… YYYY-MM-DD
Model String Identify the Device Model ‘K44-K05’
Serial String Serial Number of the Device for inventory ‘123456654654321EEG011’
Current Installation Lookup Current Installation where Device is. Related information about the installation status and Service Point where is installed. Installation Id
Auxiliary Formula Fields Field Type Description Example
Current Address Id Current Address where the Device is installed. (from Current Installation) Address Id
Current Service Point Id Current Service Point where the Device is installed. (from Current Installation) Service Point Id

 

Technical Characteristic Data Model

Field Type Description Example
Name String Name of the Characteristic ‘Diameter’
Description String Explanatory definition of the Characteristic ‘Explanatory definition of the Characteristic’
Type String Type of characteristic ‘Diameter’
Start Date Date Date from this characteristic is appliable. In case of characteristic change can be history tracked. ‘YYYY-MM-DD’
Value Date Date Address is directly related to the Service Point. ‘YYYY-MM-DD’
Value Text String If characteristic type of value = ‘Text’ this filed should have the characteristic value ‘Domestic’
Value Number Number If characteristic type of value = ‘Number’ this filed should have the characteristic value 33.5
Status String Current status of related characteristic. ‘Active’ or ‘Inactive’ ‘Active’
Service Point Lookup Related Service Point. Service Point Id
Installation Lookup Related Installation Installation Id
Device Lookup Related Device Device Id
Work Request Lookup Related Work Request in case of characteristic installed using work request module to keeps traceability. Work Request Id
Formula fields: Field Type Description Example
Value Type String Formula Field calculating characteristic value type. ‘Text’, ‘Number’ or ‘Date’
Value Formula String Returns the characteristic value depending on value type. 33.5

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