WorkflowMetering & AMI Operations

VEE Exception Management

VEE exception management that releases every held bill inside its cycle, each estimate with its method and source

Every held bill released inside its cycle, each estimate with its method and source.

See one case, screen by screen ↓
demo0bills heldwhen bill cycle 19 closed, the first cycle worked on the workbench, against 2,104 held at the close of cycle 15
estimated$4.6M a yearof needless field visits avoided: 357 meters a week found fine, at $250 a visit
demo$18,640under-billed at one cold store since a meter exchange keyed its multiplier as 40, not 80, found, with a rebill proposed
target100%of estimates that reach a bill carry their method, source day and approver
The problem

Why the VEE queue holds bills and sends trucks to meters that are fine

Rules-based VEE in the meter data management system raises thousands of exceptions a night: gaps, spikes, zero consumption, register-interval mismatches, multiplier errors, reverse energy, usage after move-out, water night flow. The rule says which test failed. It does not say why, which estimate belongs in the gap, or whether to send a truck. So the MDM analyst opens raw interval data, the meter event log, the outage log and the premise record one exception at a time, while the bill cycle clock runs and bills sit on hold.

Rules that are too strict or badly calibrated bury the real faults. A collector firmware update drops 212 meters for six hours and raises 212 exceptions. Vacant premises raise zero-consumption alarms every night. The default straight-line fill flattens a clinic's lunchtime dip and afternoon peak and puts kWh in the wrong time-of-use band. Meanwhile a CT multiplier keyed wrong at a meter exchange sits in the same queue and under-bills for months, and service orders go out for meters that are working.

demo6,842exceptionsraised by the rule book from one night's reads at the demo utility
typical63%fewer false-positive VEE exceptions from a machine-learning model in one vendor's high-usage test scenarios
typical$250–$500a visitfor a truck roll, in industry studies
Where an MDM analyst's working day goes, in hoursestimated
By hand7.5 days
With the solution1.6 days
  • Pulling interval and register reads and meter events2.5 → 0.3 d
  • Checking outages, collectors and premise records1.5 → 0.2 d
  • Choosing and testing an estimation method1.5 → 0.4 d
  • Writing estimates and edits, with the reason1 → 0.4 d
  • Raising and chasing service orders0.5 → 0.2 d
  • Answering billing about held bills0.5 → 0.1 d

Estimated split of a typical analyst's day on the exception queue, by hand and with the solution. Our estimate, not a measured result.

How it works

How an exception gets resolved

Six specialist agents explain, estimate and route every exception; the MDM analyst approves what reaches a bill.

What comes in
Reads in5 sources · exceptions, reads, events, premises, rule book
Agents at work
Triage agentjoin + rank
Then
Evidence agent
Root-cause agent
Then
Estimation agentmethod by backtest
Field-order agent
Then
Rule-tuning agentweekly
A person decides
MDM analystaccepts, swaps or edits
What comes out
Estimate tied to the register
Visit or no visit
Rule changes, backtested
One case, step by step

One night's reads, from the exception queue to bills released

Lumina Utilities reads 1.42 million electricity meters every 15 minutes and 890,000 water meters every hour. Overnight, the rule book raised 6,842 exceptions from Tuesday 13 October's reads, and cycle 20 closes on Thursday at 18:00. Here is what happens next, screen by screen, in the working solution.

  1. 0102:46

    6,842 exceptions overnight, 352 left for a person

    Triage agent

    The run finishes at 02:46. Standing rules approved by the supervisor close 4,906 known false alarms, 1,584 are ready to accept in six groups, and 352 need a person, ranked by the bill they hold and the hours to cycle close. At the top: Corran Bay Dental Clinic, meter E-4471802, a 6-hour gap from 10:00 to 16:00 on a Small Business Time-of-Use account, its $648.20 bill held in cycle 20.

    “Rules raise the exception · agents find the cause · you decide what reaches a bill”

  2. 02Before the analyst opens it

    Communication loss, not power loss

    Evidence agent and Root-cause agent

    The evidence agent reads 72 intervals, 4 register reads, 3 meter events, the outage log (none) and the weather. Comms were lost at 10:02 and restored at 16:04 with no power-fail event, so the clinic had supply. Collector CR-118 took a firmware update at 09:58 and 212 meters dropped in the same window. The register moved from 48,171.63 to 48,213.47 kWh: 41.84 kWh went through the meter in the gap.

    Evidence the agents used: “Comms lost 10:02, restored 16:04, no power-fail”

  3. 03Backtested

    Four methods tested on eight past Tuesdays

    Estimation agent

    The agent hides 10:00–16:00 on the meter's last 8 Tuesdays and measures each method: similar day 2.8%, average of 4 Tuesdays 4.9%, neighbouring meter 7.4%, straight line 11.6%. Tuesday 6 October matches on weekday, clinic hours (08:00–18:00) and weather, 29°C against 30°C. Swapping to the neighbouring meter, Corran Bay Pharmacy on the same transformer TX-CB-207, redraws the pale line and moves the peak band from 15.44 to 14.89 kWh.

    Straight line: “09:45 and 16:15 reads · over 2 h not allowed”

  4. 0408:52 Wednesday

    Nadia writes the estimate, tied to the register

    Nadia Rahman · MDM analyst

    Nadia keeps the similar day. Tuesday 6 October's six hours held 40.31 kWh, scaled ×1.038 to the 41.84 kWh the register counted: 26.40 kWh in the shoulder band and 15.44 kWh in the peak band. She approves it with reason code E-SD, and the $648.20 bill is released to cycle 20.

    “The original (missing) reads stay on record. The estimate is written as a new version.”

  5. 05One batch

    211 homes on the same collector, one decision

    Nadia Rahman · MDM analyst

    The other meters on CR-118 are flat-rate homes with a register read either side of the gap: same cause, same method. Each meter keeps its own backtest; the median is 3.1%, the worst 6.8%. Nadia accepts all 211 as one batch, and 211 bills worth $19,855.10 go to cycle 20 with no field orders.

    “CR-118 batch written: 211 estimates · 211 bills released to cycle 20 · 0 field orders”

  6. 06Rank 2

    A multiplier keyed wrong at a meter exchange

    Root-cause agent

    Westhaven Cold Store's daily kWh halved on 21 August, the day its meter was exchanged, while refrigeration hours did not change. The installation record says CTs 400:5, multiplier 80; the meter was set to 40. The proposal: correct the multiplier to 80, rebill 21 August to 13 October, and check the CTs on site. $18,640.32 was under-billed.

    “A multiplier change needs a second approver. Hugo Lindqvist will be asked before the rebill of $18,640.32 goes out, and a CT check goes to Darius Okoro.”

  7. 07Rank 8 · water

    Night flow that never stops: a leak, not a meter

    Root-cause agent

    At 7 Ostler Way, hourly night flow has not fallen below 18 L/h since Wednesday 7 October, while daytime use follows the household's usual pattern and no network leak is reported on the street. The cause found is a probable leak on the customer side. No edit and no field order: the customer gets a leak alert.

    “No edit. Send a leak alert to the customer; no field order”

  8. 08This week

    61 visits instead of 418

    Darius Okoro · Meter operations supervisor

    The rules alone would have raised 418 investigations this week. The field-order agent recommends 61, each with the meter, the fault, the evidence and the work type: 6 CT or multiplier mismatches, 14 stuck registers, 4 wiring or reverse-rotation faults, 29 meters silent 7 days or more and 8 tamper events. The other 357 meters are fine: communication loss with a consistent register, vacant premises, confirmed outages, unrecorded solar and real usage.

    “357 × $250–$500 per visit = $89,250–$178,500 not spent this week”

  9. 09Cycle 20 · 33 hours left

    Cleared bills released before the cycle closes

    Mei-Ling Tan · Billing operations lead

    Cycle 20 closes Thursday 15 October at 18:00. With the clinic and the CR-118 batch cleared, the bills it holds fall from 1,214 ($486,300) to 1,002 ($465,797). Mei-Ling sees what still holds them, gaps, register mismatches and spikes, and the largest bills held, and releases cleared bills to billing.

    “Total 1,002 bills · cleared bills are released by Mei-Ling Tan”

  10. 10Monday 06:00

    False alarms stopped at the rule, not the queue

    Rule-tuning agent

    Each week the rule-tuning agent groups exceptions by rule and the cause found, and tests every change on 8 weeks of reads. V-03 zero consumption: skip premises with a vacant flag or a recorded move-out, 1,041 fewer exceptions a night and 0 true faults missed. V-01 missing intervals: one exception per collector during announced firmware windows, 812 fewer a night. Each proposal is sent to Hugo Lindqvist, who approves it or not.

    V-02 spike: “−604 exceptions a night · 1 true fault found later by V-04 (8 weeks) · residential unchanged”

Who it’s for

Built for everyone who answers for a meter read.

The same night's exceptions, seen by the five people at Lumina who carry them, from the analyst to revenue assurance: what their day looked like, and what it looks like now.

NR
Nadia RahmanMDM analyst, Meter Data Services · one of six analysts on the exception queue
MDM analyst
Before
Works the exception queue before each bill cycle closes, one exception at a time in raw interval data. “The rule tells me a gap exists. It doesn't tell me what to put in it.”
Now
Opens each exception as an interval strip with the estimate already drawn into the gap, the backtest behind the method and the evidence, then accepts, swaps the method or edits.
HL
Hugo LindqvistMeter data supervisor · owns the VEE rule book and the standing rules
Meter data supervisor
Before
Owns rule book version 4.2 and sees the same causes fill the queue every night. “Half my queue is the same three causes every night. Prove it and I'll change the rule.”
Now
Gets a weekly proposal for each noisy rule, backtested on 8 weeks of reads with exceptions removed and true faults missed, and approves or declines it.
MT
Mei-Ling TanBilling operations lead · releases held bills, answers for estimated and late bills
Billing operations lead
Before
Watches bills pile up against the cycle close. “A held bill on Thursday is a complaint on Monday.”
Now
Sees each cycle's clock, the bills and dollars it holds, what is holding them, and releases cleared bills to billing.
DO
Darius OkoroMeter operations supervisor · schedules field investigations and meter exchanges
Meter operations supervisor
Before
Gets every service order the rules raise. “Don't send my crew to a meter that's working.”
Now
Approves only the visits the evidence supports, each order with the meter, the fault, the evidence and the work type, under a daily cap.
IV
Ines VargaRevenue assurance and regulatory reporting · reads the edit log
Revenue assurance
Before
Sees a code on an estimated read, not a reason. “If an estimate went on a bill, I need its method and who signed it.”
Now
Reads every estimate and edit with its method, source day or meter, values before and after, reason code and approver, and exports it for revenue assurance.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents explain, estimate and route every exception; the MDM analyst approves what reaches a bill.

Triage agent

Picks up the exception queue when the overnight run finishes, joins exceptions on the same meter, applies the standing rules and ranks what is left by the bill it holds and the cycle close.

  • Closes an exception only under a standing rule a supervisor approved
  • Records which standing rule closed each one
  • Never changes a read
Evidence agent

Gathers everything about the meter and the window: interval and register reads, meter events, outages, premise and account, neighbouring meters on the same transformer and the day's weather, each cited to its source system and time.

  • Read only: never edits or deletes a read
Root-cause agent

Names the cause of each exception: communication loss, power loss, meter fault, configuration error, real usage, premise change or leak, with the evidence for it and a confidence.

  • Communication loss needs comms-lost and comms-restored events with no power-fail event
  • Never raises a field order or contacts a customer
Estimation agent

Proposes the estimate or edit. Tests each method the rule book allows on the meter's own last 8 matching days, picks the lowest error, scales it to the register and explains the day or meter it borrowed from and the split by tariff band.

  • Offers only methods the rule book allows for the gap and tariff
  • Never writes to billing: a person approves
Field-order agent

Decides service order or no action. Recommends a visit only when the evidence shows the meter or installation is wrong or silent for 7 days or more, and drafts the order with its evidence.

  • Records why no visit is needed when it recommends none
  • Never dispatches a crew: meter operations approves
Rule-tuning agent

Every Monday, finds the rules that raise the most exceptions with a known cause, drafts a change and tests it on 8 weeks of reads: exceptions removed and true faults missed.

  • Every proposal carries its backtest
  • Never changes a rule: the supervisor approves
MDM analyst

Approves estimates; supervisor approves rules. The agents propose; a named person decides.

Ask in plain words

Ask about any exception, estimate or rule

Ask about any exception, estimate, rule or bill cycle, or say what to change. Every answer points to its reads and records.

Why a similar Tuesday for Corran Bay Dental Clinic?

The gap is 6 hours, so the rule book rules out a straight line. On this meter's last 8 complete Tuesdays, with 10:00–16:00 hidden: similar day 2.8%, average of 4 Tuesdays 4.9%, neighbouring meter 7.4%. Tuesday 6 October matches on weekday, clinic hours and weather (29°C against 30°C). Its six hours held 40.31 kWh; the register says 41.84 went through the meter, so it is scaled ×1.038.

Show every exception from the CR-118 firmware update

212 meters lost communication when collector CR-118 updated its firmware at 09:58 and came back at 16:04. None had a power-fail event, and all 212 have register reads either side. 3 are small businesses on time-of-use tariffs and need you; the other 211 are flat-rate homes, ready as one batch once you settle the method on Corran Bay Dental Clinic.

Which rule raises the most false alarms?

By share, V-01 missing intervals (93% had a known cause last night) and V-03 zero consumption (91%). V-03 is the cheapest to fix: 58,296 of its 72,128 exceptions in 8 weeks were on premises already flagged vacant or with a recorded move-out. Skipping those would remove about 1,041 exceptions a night and miss no true fault.

Hold any bill over $5,000 for a second check

Done. Bills over $5,000 now need a second check by Hugo Lindqvist before release. One bill in cycle 20 is affected: Westhaven Cold Store, $9,412.60, which also carries a multiplier correction. The change is under Settings, When a person must approve, and on the audit trail.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The workbenchThe night's exceptions ranked by bill held, and the top one as an interval strip: the gap, the register reads either side, the proposed estimate drawn in, and why this method.
Swap the methodChoosing the neighbouring meter redraws the estimate and the split by tariff band, with the meter it borrows from and its correlation.
Write the estimate24 intervals, the method, the total equal to the register difference, the split by band, the reason code and the approver.
One cause, one batch211 more homes on collector CR-118 written as one batch after the first estimate settles the method.
A configuration errorWesthaven Cold Store: daily kWh halved at a meter exchange, multiplier 40 against an installation of 400:5, and the rebill proposed.
Water night flowHourly flow never below 18 L/h at night for 6 days: a probable customer-side leak, a leak alert and no field order.
The queueEvery open exception with its reads, the rule, the cause found and the proposal, filtered by rule or cause, and ready groups accepted together.
Bill cycleBills held by open exceptions in each cycle, the clock each cycle closes on, what holds them and the largest bills held.
Field orders418 investigations the rules would have raised against the 61 visits recommended, each with its evidence, and the 357 meters that are fine.
Rule tuningThe rule book with what each rule raised and how much had a known cause, and the week's proposals with exceptions removed and true faults missed.
Edit logEvery estimate and edit written to a meter: method, reason code, values before and after and who approved it. Original reads are kept.
PerformanceExceptions per night against those needing a person, estimate accuracy by method, bills held at cycle close and field orders per week.
Your rulesEstimation methods by gap length, when a person must approve, and the standing rules that close known false alarms without a person.
Governance

Built for billing accuracy: every estimate sourced, every change approved.

Every proposal cites its evidenceEach cause and estimate points to the reads, the register, the meter event, the backtest and the source day or neighbouring meter it borrowed from, numbered on the screen.
A named person approves what reaches a billAgents propose. The MDM analyst approves every estimate and edit that reaches a bill; a multiplier or CT/VT ratio change also needs Hugo Lindqvist, and billing operations releases held bills.
Original reads are never overwrittenEstimates and edits are written as new versions with the method, reason code, values before and after and the approver. The edit log is kept permanently and exports for revenue assurance.
Only the rule book's methodsThe agents offer only the methods the rule book allows for the gap length and tariff: straight line up to 2 hours, history-based methods beyond. Estimates are scaled to the register whenever both register reads exist.
Standing rules on the recordKnown false alarms close without a person only under standing rules the supervisor approved, each listed with its approver, start date and how many it closed last night. Storm mode stops estimating on feeders in a declared outage.
Rules and visits need their ownersRule changes go to the meter data supervisor with their 8-week backtest. Field orders go to meter operations, under a daily cap, and no agent dispatches a crew.
Configuration

Your rule book and approvals, not ours

What the agents may propose, and who must approve, are settings. Every change is recorded with who made it.

SettingDefaultChoose from
Straight line for gaps up to2 hours (8 intervals)2 hours (8 intervals) · 1 hour (4 intervals); longer gaps use similar day, average day or neighbouring meter, chosen by backtest on 8 matching days
Scale to the registerOnOn · Off — when register reads exist on both sides of the gap
Storm modeOnOn · Off — stop estimating on feeders in a declared outage
Gaps over 4 hours on time-of-use accountsOn · the MDM analyst approvesOn · Off
Multiplier or CT/VT ratio changesOn · the MDM analyst and Hugo Lindqvist approveOn · Off
Bills over $5,000: second checkOffOn · Off — when on, Hugo Lindqvist checks the bill before release
Consecutive estimated bills3 bills3 bills · 2 bills — then a read is required before the next bill
Field orders, approved by Darius Okoro80 a day80 a day · 120 a day — daily cap
Connections

Works with the meter data you already run

MDMS VEE exception queueevery exception from the overnight run, with the rule that raised it
Interval and register reads15-minute electricity and hourly water intervals, register reads either side
Meter event logscomms lost and restored, power fail, restarts, cover-open and tamper events
Outages and collectorsoutage records, collector and firmware windows, the network operations calendar
Customer and premise attributestariff, account, vacant flags, move-in and move-out, solar on record
VEE rule bookthe validation tests, allowed estimation methods and approval thresholds
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
100%
of held bills released inside their cycle, not carried to the next
1,584 of 1,936 open
one-click accepts today
estimated
$4.6M
a year of needless field visits avoided: 357 a week at $250 each
Rules alone418
Recommended61
target
100%
of estimates carry their method, source day and approver
24 of 24 intervals
method, source and approver on each

“demo” = seen in the working solution, on its sample utility data · “target” = the design goal, measured in the live solution · “estimated” = our estimate: $4.6M a year = 357 needless orders a week × 52 weeks × $250, on the demo utility's figures — replace them with your own; the hours split is also estimated · “typical” = published figures (Utility Analytics Institute, “AI in VEE”, Oracle Utilities, July 2025 — a machine-learning model cut false-positive VEE exceptions 63 % in high-usage test scenarios, vendor-authored; industry studies — a truck roll costs $250–$500). Lumina Utilities and the people, premises, meters and accounts named on this page are fictional — characters and sample data in the working solution.

Questions

What meter data and billing teams ask us.

What is VEE exception management?

VEE (validation, estimation and editing) is the rule book a meter data management system runs over every read. Reads that fail a test become VEE exceptions on the analysts' to-do list. VEE exception management is the work of explaining each one, fixing the read with the right estimate or edit, and deciding whether a meter needs a visit. VEE Exception Management does that with six agents, and the MDM analyst approves what reaches a bill.

How does VEE exception management software work?

When the overnight run finishes, the triage agent closes known false alarms under supervisor-approved standing rules and ranks the rest by bill held and cycle close. The evidence and root-cause agents gather the reads, register, events, outages and premise and name the cause. The estimation agent proposes the estimate, and the analyst accepts, swaps the method or edits it.

How does it choose the estimation method for a gap?

It tests every method the rule book allows for the gap length and tariff on the meter's own last 8 matching days, hiding the same hours, and picks the lowest error. In the sample case a similar Tuesday scored 2.8% against 11.6% for a straight line, which the rule book does not allow over 2 hours. The estimate is scaled to the register whenever both register reads exist.

Does it reduce needless field visits?

The field-order agent recommends a visit only when the evidence shows the meter or installation is wrong or silent for 7 days or more. In the sample week, the rules alone would have raised 418 investigations; it recommended 61. At $250 a visit, 357 needless visits a week comes to an estimated $4.6M a year. Meter operations approves every visit.

Can it stop false alarms at the source?

Yes, through the weekly rule review. The rule-tuning agent finds the rules that raise the most exceptions with a known cause and tests a change on 8 weeks of reads, showing exceptions removed and true faults missed. The meter data supervisor approves or declines each change; the agent never changes a rule.

Does it work for water meters as well as electricity?

Yes. The sample utility reads 890,000 water meters every hour alongside its electricity meters, and the rule book includes water spike and night-flow tests. A night flow that never stops is treated as a probable customer-side leak: the customer gets a leak alert, with no edit and no field order.

Do people stay in control of what reaches a bill?

Yes. Agents propose; a named analyst approves every estimate and edit that reaches a bill, a multiplier change needs a second approver, billing operations releases held bills and meter operations approves field orders. Original reads are never overwritten, and every estimate carries its method, source and approver.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your VEE rule book, approval thresholds and a sample of past exceptions and reads — and it goes live once every quality gate has passed. We will walk you through it on your own exception queue first.

See it on
your exception queue.

We'll run VEE Exception Management on a sample of your own VEE exceptions and reads.