Replacement Variables

Replacement variables are dynamic placeholders used in templates to automatically insert personalized or system-generated data. In software like OpsAdmin, these variables are essential for automating contracts, emails, documents, and data exports without manually entering customer- or plan-specific information.

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🔧 What They Do:

Replacement variables are enclosed in brackets like [CUSTOMER_NAME] or [PLAN_RATE_CENTS]. When a template is generated (e.g., a contract or email), the system replaces these variables with actual data from the database.

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🧩 Common Use Cases:

• Contracts: Automatically insert customer name, address, rate, or term.
• Emails: Personalize messages using fields like [CUSTOMER_FIRST_NAME].
• Plan Templates: Dynamically populate pricing, cancellation fees, or utility details.
• Affiliate & Agent Tools: Show specific commission rates or codes.

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🛠️ Example:

If your contract template says:

"Welcome, [CUSTOMER_NAME]. Your selected rate is [PLAN_RATE_CENTS]¢/kWh."

And the data is:

• CUSTOMER_NAME: Jane Doe
• PLAN_RATE_CENTS: 9.7

The final output will be:

"Welcome, Jane Doe. Your selected rate is 9.7¢/kWh."

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Full List of Replacement Values:

Category	Field Name	Variable	Example	Description
Customer	Contact Name	CUSTOMER_CONTACT_NAME	John Smith	Primary contact person for the customer.
Customer	Customer Accepts Being Called By Phone	CUSTOMER_ACCEPTS_BEING_CALLED_BY_PHONE	Yes	Indicates if the customer allows phone calls.
Customer	Customer Accepts Being Texted Via Sms	CUSTOMER_ACCEPTS_BEING_TEXTED_VIA_SMS	No	Indicates if the customer allows SMS texts.
Customer	Customer Alt. Phone	CUSTOMER_ALT_PHONE	555-222-3333	Secondary phone number.
Customer	Customer Name	ENROLL_CUSTOMER_NAME	Jane Doe	Full name of the enrolling customer.
Customer	Customer Name	CUSTOMER_NAME	Jane Doe	General customer full name field.
Customer	Customer Title	CUSTOMER_TITLE	Mr. / Ms. / Dr.	Customer’s preferred title.
Customer	Customer's method of contact	CUSTOMER_METHOD_CONTACT	Email	Preferred contact method.
Customer	Disable Bank Account Transactions Date	CUSTOMER_DISABLED_BANK..see full	2025-01-15	Date when ACH/bank payments are disabled.
Customer	Email Address	ENROLL_CUSTOMER_EMAIL	jane@email.com	Email used for enrollment.
Customer	Email Address	CUSTOMER_EMAIL	jane@email.com	General customer email field.
Customer	First Name	FIRST_NAME	Jane	Customer’s first name.
Customer	Last Name	LAST_NAME	Doe	Customer’s last name.
Customer	Phone Number	ENROLL_CUSTOMER_PHONE	555-444-1212	Phone used for enrollment.
Customer	Phone Number	CUSTOMER_PHONE	555-444-1212	General customer phone.
Address	Billing City Name	BILLING_CITY_NAME	Houston	Billing address city.
Address	Billing Ln1 Address	BILLING_LN1_ADDR	123 Main St.	First line of billing address.
Address	Billing Ln2 Address	BILLING_LN2_ADDR	Apt 4B	Second line of billing address.
Address	Billing Postal Code	BILLING_POSTAL_CODE	77002	Billing postal/ZIP code.
Address	Billing State Code	BILLING_STATE_CODE	TX	Two-letter billing state abbreviation.
Address	Billing State Name	BILLING_STATE_NAME	Texas	Full billing state name.
Address	Service City Name	SERVICE_CITY_NAME	Dallas	Service address city.
Address	Service Ln1 Address	SERVICE_LN1_ADDR	456 Oak St.	First line of service address.
Address	Service Ln2 Address	SERVICE_LN2_ADDR	Unit 7	Second line of service address.
Address	Service Postal Code	SERVICE_POSTAL_CODE	75201	Service postal/ZIP code.
Address	Service State Code	SERVICE_STATE_CODE	TX	Two-letter service state abbreviation.
Address	Service State Name	SERVICE_STATE_NAME	Texas	Full service state name.
Customer Type	ARP Customer Type	ARP_CUSTOMER_TYPE	Residential	Customer type from ARP data.
Customer Type	Customer Type	CUSTOMER_TYPE	Commercial	General classification of customer.
Customer Type	Plan Customer Type	PLAN_CUSTOMER_TYPE	Residential	Type of customer as it relates to plan.
Company & Links	Company Authorized Signer Email	COMPANY_AUTHORIZED_SIGNER_EMAIL	signer@email.com	Email for authorized company signer.
Company & Links	Company Authorized Signer Name	COMPANY_AUTHORIZED_SIGNER_NAME	John Executive	Name of authorized company signer.
Company & Links	Company Authorized Signer Title Name	COMPANY_AUTHORIZED_SIGNER_TITLE_NAME	CFO	Title of the authorized company signer.
Company & Links	Company Email Address	COMPANY_EMAIL_ADDRESS	company@email.com	General company email address.
Company & Links	Company Phone	COMPANY_PHONE	555-111-9999	General company phone.
Company & Links	Company Site Name	COMPANY_SITE_NAME	EnergyCo Portal	Internal site/portal name.
Company & Links	Company Site URL	COMPANY_URL_CONTENT_MANAGER	https://companyportal.com	CMS portal URL.
Company & Links	Company Wizard URL	COMPANY_URL_WIZARD	https://wizard.company.com	Enrollment wizard URL.
Company & Links	Customer Company Name	COMPANY_NAME	EnergyCo LLC	Customer’s company name.
Company & Links	Customer Restore Password URL	URL_CUSTOMER_RESTORE_PASSWORD	https://myaccount/reset	Link for customer to reset password.
Company & Links	FrontEnd Site URL	SITE_URL	https://frontend.company.com	Frontend site URL.
Company & Links	MyAccount Site URL	URL_CUSTOMER_MYACCOUNT	https://myaccount.company.com	Link to customer self-service portal.
Company & Links	Renewals Wizard Url	RENEWAL_WIZARD_URL	https://renew.company.com	URL for renewals enrollment wizard.
Affiliate	Affiliate Agent Code	AFF_AGENT_CODE	AGT-204	Code identifying the affiliate’s agent.
Affiliate	Affiliate Comission 2 End Date	AFF_COMISSION_2_END_DATE	2025-12-31	End date for the secondary commission schedule.
Affiliate	Affiliate Comission 2 Plan	AFF_COMISSION_2_PLAN	GreenSaver12	Plan tied to the secondary commission.
Affiliate	Affiliate Comission 2 Start Date	AFF_COMISSION_2_START_DATE	2025-01-01	Start date for the secondary commission schedule.
Affiliate	Affiliate Comission Code	AFF_COMISSION_CODE	COM-992	Code for the affiliate commission arrangement.
Affiliate	Affiliate Comission End Date	AFF_COMISSION_END_DATE	2025-06-30	End date for the primary commission schedule.
Affiliate	Affiliate Comission Plan	AFF_COMISSION_PLAN	EcoFixed24	Plan tied to the primary commission.
Affiliate	Affiliate Comission Start Date	AFF_COMISSION_START_DATE	2025-01-01	Start date for the primary commission schedule.
Affiliate	Affiliate Master Code	AFF_MASTER_CODE	AFF-MASTER-01	Master tracking code for the affiliate.
Affiliate	Affiliate Name	AFF_NAME	EcoPartners	Affiliate organization name.
Affiliate	Affiliate Promo Code	AFF_PROMO_CODE	SAVE50	Promo/discount code used by the affiliate.
Affiliate	Promo Code Message	PROMO_CODE_MESSAGE	Use code SAVE50…	Message text shown with the promo code.
Utility	Distributor Name	DISTRIBUTOR_NAME	CenterPoint	Local distribution company name.
Utility	Emergency Number	UTILITY_EMERGENCY_NUMBER	800-555-1212	Utility emergency contact number.
Utility	Market Choose Site	MARKET_CHOOSE_SITE	https://papowerswitch.com	Market “choose your provider” site.
Utility	Market Goverment Site	MARKET_GOVSITE	https://puc.texas.gov	Market/government regulator site.
Utility	Market State	MARKET_STATE	TX	Market state abbreviation.
Utility	Market Utility Commission Name	MARKET_UTILITY_COMMISSION_NAME	Public Utility Commission…	Commission/regulator’s formal name.
Utility	T&D Additional Residential Usage Credit Charge	TD_ADDITIONAL_RESIDENTIAL_USAGE_CREDIT_CHARGE	-$0.012/kWh	Additional usage credit amount.
Utility	T&D Additional Residential Usage Credit KwH Range	TD_ADDITIONAL_RESIDENTIAL_USAGE_CREDIT_RANGE	1000–2000 kWh	kWh range for additional usage credit.
Utility	T&D Additional Residential Usage Credit Name	TD_ADDITIONAL_RESIDENTIAL_USAGE_CREDIT_NAME	Additional Usage Credit	Label/name for the credit.
Utility	T&D Minimum Usage Fee Charge	TD_MINIMUM_USAGE_FEE_CHARGE	$9.95	Minimum usage fee amount.
Utility	T&D Minimum Usage Fee KwH Range	TD_MINIMUM_USAGE_FEE_RANGE	0–500 kWh	kWh range for minimum usage fee applicability.
Utility	T&D Minimum Usage Fee Name	TD_MINIMUM_USAGE_FEE_NAME	Minimum Usage Fee	Label/name for the fee.
Utility	T&D Price to Compare Tier 1 Charge	TD_PRICE_TO_COMPARE_TIER_1_CHARGE	$0.12/kWh	Tier 1 “price to compare” charge.
Utility	T&D Price to Compare Tier 1 KwH Range	TD_PRICE_TO_COMPARE_TIER_1_RANGE	0–500 kWh	Tier 1 kWh range.
Utility	T&D Price to Compare Tier 1 Name	TD_PRICE_TO_COMPARE_TIER_1_NAME	PTC Tier 1	Tier 1 label.
Utility	T&D Price to Compare Tier 2 Charge	TD_PRICE_TO_COMPARE_TIER_2_CHARGE	$0.14/kWh	Tier 2 “price to compare” charge.
Utility	T&D Price to Compare Tier 2 KwH Range	TD_PRICE_TO_COMPARE_TIER_2_RANGE	501–1000 kWh	Tier 2 kWh range.
Utility	T&D Price to Compare Tier 2 Name	TD_PRICE_TO_COMPARE_TIER_2_NAME	PTC Tier 2	Tier 2 label.
Utility	T&D Residential Usage Credit Charge	TD_RESIDENTIAL_USAGE_CREDIT_CHARGE	-$0.010/kWh	Residential usage credit amount.
Utility	T&D Residential Usage Credit KwH Range	TD_RESIDENTIAL_USAGE_CREDIT_RANGE	0–1000 kWh	Residential usage credit range.
Utility	T&D Residential Usage Credit Name	TD_RESIDENTIAL_USAGE_CREDIT_NAME	Usage Credit	Label for the residential usage credit.
Utility	Utility	PLAN_UTILITY	PPL	Utility code/name tied to the plan.
Utility	Utility Address 1	UTILITY_ADDRESS_1	100 Main St	Utility mailing address line 1.
Utility	Utility Address 2	UTILITY_ADDRESS_2	Suite 200	Utility mailing address line 2.
Utility	Utility City	UTILITY_CITY	Allentown	Utility city.
Utility	Utility formal name	PLAN_UTILITY_FORMAL_NAME	PPL Electric Utilities	Formal utility name for disclosures.
Utility	Utility Phone Number	UTILITY_PHONE_NUMBER	800-123-4567	Utility contact number.
Utility	Utility Price To Compare	UTILITY_PRICE_TO_COMPARE	$0.115/kWh	Utility “price to compare”.
Utility	Utility Price To Compare End Date	UTILITY_PRICE_TO_COMPARE_END_DATE	2025-09-30	PTC effective end date.
Utility	Utility Price To Compare Start Date	UTILITY_PRICE_TO_COMPARE_START_DATE	2025-07-01	PTC effective start date.
Utility	Utility Rescission Period	UTILITY_RESCISSION_PERIOD	3 days	Customer rescission period in this market.
Utility	Utility State	UTILITY_STATE	Texas	State name for the utility.
Utility	Utility Unit of Measure	UTILITY_UOM	kWh	UOM used by the utility.
Utility	Utility Website	UTILITY_WEBSITE	https://utility.example.com	Utility website.
Utility	Utility_Zip_Code	UTILITY_ZIP_CODE	18101	Utility postal/ZIP code.
User	Created by	CREATED_BY	jsnow	Username/identifier that created the record.
User	Modified by	MODIFIED_BY	arivers	Username/identifier that last modified the record.
User	User Hash code	HASH	8c7f1a…	System-generated hash (e.g., for unique links).
User	Username	USERNAME	rmcdo	Current user’s username.
Other	Credit Check Reasons	CREDIT_CHECK_REASONS	Thin file	Reasons returned from the credit check.
Other	Credit Check Score	CREDIT_CHECK_SCORE	725	Credit score returned by check.
Other	Export Date	EXPORT_DATE	2025-08-01	Date a file/record was exported.
Other	Ordinal Suffix	ORDINAL_SUFFIX	th	Ordinal suffix helper for dates (e.g., 5th).
Other	Partner Account	PARTNER_ACCOUNT	PART-00123	Partner account identifier.
Other	Today's Date	DATE_TODAY	2025-08-19	Current date at generation time.
Legal Names	Marketer Legal Address	LEGAL_NAME_ADDRESS	123 Legal Ave, Austin, TX	Legal address of the marketer.
Legal Names	Marketer Legal Duns1	LEGAL_NAME_DUNS1	12-345-6789	First DUNS identifier.
Legal Names	Marketer Legal Duns2	LEGAL_NAME_DUNS2	98-765-4321	Second DUNS identifier (if any).
Legal Names	Marketer Legal Email	LEGAL_NAME_EMAIL	compliance@stormcrest.com	Legal/compliance contact email.
Legal Names	Marketer Legal Name	LEGAL_NAME_NAME	Stormcrest Energy LLC	Legal entity name.
Legal Names	Marketer Legal Phone	LEGAL_NAME_PHONE	512-555-0101	Legal/compliance phone.
Campaigns	Campaign Contract Text	CAMPAIGN_CONTRACT_TEXT	Special offer terms…	Contract text snippet for a campaign.
Campaigns	Campaign Presentation Text	CAMPAIGN_PRESENTATION_TEXT	Headline + bullets	Presentation/marketing copy for campaign.
Communication	Date to Print	DATE_TO_PRINT	2025-08-19	Date printed on letters or PDFs.
Communication	Email Generation Date	EMAIL_GENERATION_DATE	2025-08-18	Date when an email was generated.
Communication	Email Generation Month	EMAIL_GENERATION_MONTH	08	Month portion of the email generation date.
Communication	Email Generation Year	EMAIL_GENERATION_YEAR	2025	Year portion of the email generation date.
Communication	Letter Generation Date	LETTER_GENERATION_DATE	2025-08-01	Date when a letter was generated.
Communication	Letter Generation Month	LETTER_GENERATION_MONTH	08	Month portion of the letter generation date.
Communication	Letter Generation Year	LETTER_GENERATION_YEAR	2025	Year portion of the letter generation date.
Communication	Original enrollment contract end date	LETTER_ORIGINAL_CONTRACT_END_DATE	2026-02-28	Original end date of the prior contract (for letters).
Enrollment & Customer	Contract Signatory Name	CUSTOMER_CONTRACT_SIGNATORY_NAME	John A. Doe	Name of the person signing the contract.
Enrollment & Customer	Customer Account Number	CUSTOMER_ACCOUNT_NUMBER	1234567890	Customer’s account number.
Enrollment & Customer	Customer Address	CUSTOMER_ADDRESS	456 Oak St	Primary street address of the customer.
Enrollment & Customer	Customer Address2	CUSTOMER_ADDRESS2	Apt 12B	Secondary address line.
Enrollment & Customer	Customer Annual Usage	CUSTOMER_ANNUAL_USAGE	12,000 kWh	Estimated/actual annual energy usage.
Enrollment & Customer	Customer City	CUSTOMER_CITY	Dallas	City of residence.
Enrollment & Customer	Customer Email	CUSTOMER_EMAIL	johndoe@email.com	Customer email address.
Enrollment & Customer	Customer First Name	CUSTOMER_FIRST_NAME	John	Customer’s first name.
Enrollment & Customer	Customer Full Name	CUSTOMER_FULL_NAME	John Doe	Customer’s full legal name.
Enrollment & Customer	Customer Last Name	CUSTOMER_LAST_NAME	Doe	Customer’s last name.
Enrollment & Customer	Customer Phone Number	CUSTOMER_PHONE_NUMBER	214-555-9876	Customer’s primary contact number.
Enrollment & Customer	Customer Service State	CUSTOMER_SERVICE_STATE	TX	State where service is delivered.
Enrollment & Customer	Customer Service Zip	CUSTOMER_SERVICE_ZIP	75201	Service ZIP code.
Enrollment & Customer	Customer State	CUSTOMER_STATE	Texas	Customer’s mailing state.
Enrollment & Customer	Customer Zip	CUSTOMER_ZIP	75201	Customer’s mailing ZIP code.
Enrollment & Customer	Enrollment ID	ENROLLMENT_ID	ENR-45890	System enrollment identifier.
Enrollment & Customer	Enrollment Status	ENROLLMENT_STATUS	Pending	Status of enrollment in workflow.
Enrollment & Customer	Enrollment Submission Date	ENROLLMENT_SUBMISSION_DATE	2025-08-15	Date the enrollment was submitted.
Enrollment & Customer	Meter Number	METER_NUMBER	145879302	Utility meter number tied to the account.
Enrollment & Customer	Service Address	CUSTOMER_SERVICE_ADDRESS	789 Pine St	Address where the service is delivered.
Enrollment & Customer	Service Address2	CUSTOMER_SERVICE_ADDRESS2	Unit 2A	Secondary service address line.
Enrollment & Customer	Service City	CUSTOMER_SERVICE_CITY	Houston	City for the service address.
Enrollment & Customer	Service Type	CUSTOMER_SERVICE_TYPE	Residential	Type of service (Residential/Commercial).
Enrollment & Customer	Billing Address	ENROLL_BILLING_ADDRESS	123 Main St	Full billing street address tied to enrollment.
Enrollment & Customer	Billing zipcode	ENROLL_CORRESPONDENCE_ZIPCODE	77002	ZIP/postal code for billing correspondence.
Enrollment & Customer	Contract End Date	CONTRACT_END_DATE	2026-08-31	End date of the customer’s enrollment contract.
Enrollment & Customer	Created at	CREATED_AT	2025-08-20	Timestamp when the enrollment record was created.
Enrollment & Customer	Days Until End date	DAYS_UNTIL_END_DATE	45	Number of days remaining until the contract end date.
Enrollment & Customer	Email Send Date	EMAIL_SEND_DATE	2025-07-15	Date an email was sent to this enrollment/customer.
Enrollment & Customer	Enrollment's method of consent	ENROLL_METHOD_CONSENT	E-Sign	Method by which consent was obtained (e.g., Voice, E-Sign, Written).
Enrollment & Customer	Enrollment's Name key	ENROLL_NAME_KEY	ENROLL-2025-001	Internal system identifier for enrollment name mapping.
Enrollment & Customer	ESG REST - Billing Account Number	BILLING_ACCOUNT_NUMBER	456789123	Billing account number received from ESG REST API.
Enrollment & Customer	ETF Invoice Total Amount	TOTAL_AMMOUNT	$250.00	Total amount billed for early termination fee.
Enrollment & Customer	Invoice Date	INVOICE_DATE	2025-07-01	Date of invoice generated for enrollment.
Enrollment & Customer	LDC	ENROLLMENT_LDC	CONED	Local Distribution Company code for the enrollment.
Enrollment & Customer	Mailing Address	MAILING_ADDRESS	987 Hilltop Rd	Customer’s mailing street address.
Enrollment & Customer	Mailing City	MAILING_CITY	Houston	City for the mailing address.
Enrollment & Customer	Mailing Postal Code	MAILING_POSTAL_CODE	77055	ZIP/postal code for mailing.
Enrollment & Customer	Mailing State Code	MAILING_STATE_CODE	TX	State code for the mailing address.
Enrollment & Customer	Modified at	MODIFIED_AT	2025-08-19	Timestamp when the record was last modified.
Enrollment & Customer	Notice Date	NOTICE_DATE	2025-06-20	Date when a renewal or contract notice was sent.
Enrollment & Customer	Previous Enrollment Plan Cancellation Fee	PREVIOUS_ENROLLMENT_PLAN_ETF	$150	Cancellation fee from the previous enrollment plan.
Enrollment & Customer	Previous Enrollment Plan Monthly Fee	PREVIOUS_ENROLLMENT_PLAN_MONTHLY_FEE	$10.95	Monthly fee from the previous enrollment plan.
Enrollment & Customer	Previous Enrollment Plan Name	PREVIOUS_ENROLLMENT_PLAN_NAME	Texas Saver 12	Name of the previous enrollment plan.
Enrollment & Customer	Previous Enrollment Plan Rate Cents	PREVIOUS_ENROLLMENT_PLAN_RATE_CENTS	12.5	Rate of the previous enrollment plan in cents.
Enrollment & Customer	Previous Enrollment Plan Rate Dollars	PREVIOUS_ENROLLMENT_PLAN_RATE_DOLLARS	0.125	Rate of the previous enrollment plan in dollars.
Enrollment & Customer	Previous Enrollment Plan Term	PREVIOUS_ENROLLMENT_PLAN_TERM	12 months	Contract term length of the previous enrollment.
Enrollment & Customer	Previous Enrollment Plan Type	PREVIOUS_ENROLLMENT_PLAN_TYPE	Fixed	Plan type of the previous enrollment (Fixed, Variable, etc.).
Enrollment & Customer	Record Update Date	RECORD_UPDATE_DATE	2025-07-22	Date when this enrollment record was updated.
Enrollment & Customer	Renewal Notice 1st Notification Date	RENEWAL_FIRST_NOTIF_DATE	2025-08-01	Date of the first renewal notice sent to the customer.
Enrollment & Customer	Requested Start Date	ENROLL_REQUESTED_START_DATE	2025-09-01	Customer’s requested service start date.
Enrollment & Customer	Sales Date	SALES_DATE	2025-06-01	Date the enrollment was sold/recorded.
Enrollment & Customer	Service End Date	ENROLL_END_DATE	2026-08-31	Service contract end date.
Enrollment & Customer	Service start date	ENROLL_SERVICE_START_DATE	2025-09-01	Service start date of enrollment.
Enrollment & Customer	Service zipcode	ENROLL_ZIPCODE	77003	ZIP/postal code of the service address.
Plan	Plan Code	PLAN_CODE	FIX12-2025	Unique code for the plan.
Plan	Plan Display Name	PLAN_DISPLAY_NAME	12-Month Fixed	Marketing/display name for the plan.
Plan	Plan End Date	PLAN_END_DATE	2026-08-31	Date when the plan ends.
Plan	Plan Estimated Monthly Usage	PLAN_EST_MONTHLY_USAGE	1000 kWh	Estimated monthly usage assumption for pricing.
Plan	Plan Fuel Type	PLAN_FUEL_TYPE	Electricity	Energy fuel type (Electricity, Gas, etc.).
Plan	Plan Length	PLAN_LENGTH	12	Plan length in months.
Plan	Plan Market	PLAN_MARKET	ERCOT	Market or ISO where plan is active.
Plan	Plan Name	PLAN_NAME	Texas Saver 12	Internal plan name.
Plan	Plan Start Date	PLAN_START_DATE	2025-09-01	Effective start date of the plan.
Plan	Plan Type	PLAN_TYPE	Fixed	Type of plan (Fixed, Variable, Indexed, etc.).
Plan	ARP Billing System Plan Code	ARP_BILLING_SYSTEM_PLAN_CODE	ARP-FIX12	Code for the plan in the ARP billing system.
Plan	ARP Cancellation Fee	ARP_ETF	$150	Early termination fee amount from ARP data.
Plan	ARP Date Created	ARP_DATE_CREATED	2025-01-01	Date when the ARP plan was created.
Plan	ARP Monthly Fee	ARP_MONTHLY_FEE	$9.95	Monthly fee from ARP plan details.
Plan	ARP Rate Cents	ARP_RATE_CENTS	11.25	ARP plan rate expressed in cents.
Plan	ARP Rate Dollars	ARP_RATE_DOLLARS	0.1125	ARP plan rate expressed in dollars.
Plan	ARP Version	ARP_VERSION	v3	Version number of the ARP plan record.
Plan	Cancellation Fee	PLAN_ETF	$200	Standard early termination fee for the plan.
Plan	Commodity Type	ARP_COMMODITY	Gas	Commodity type according to ARP.
Plan	Default Plan Cancellation Fee	PLAN_DEFAULT_PLAN_ETF	$100	Default cancellation fee applied if not otherwise specified.
Plan	Default Plan Monthly Fee	PLAN_DEFAULT_PLAN_MONTHLY_FEE	$6.95	Default monthly fee for fallback scenarios.
Plan	Default Plan Name	PLAN_DEFAULT_PLAN_NAME	Standard Fixed 12	Default internal plan name.
Plan	Default Plan Rate Cents	PLAN_DEFAULT_PLAN_RATE_CENTS	9.85	Default plan rate in cents.
Plan	Default Plan Rate Dollars	PLAN_DEFAULT_PLAN_RATE_DOLLARS	0.0985	Default plan rate in dollars.
Plan	Default Plan Term	DEFAULT_PLAN_TERMS_NUM	12	Default plan term length (in months).
Plan	Dist. Name Display	PLAN	TXU	Display name of distributor for this plan.
Plan	Dist. Name Display (ARP)	ARP_NAME	ARP Texas Fixed	ARP-provided plan display name.
Plan	Document Version	DOC_VERSION	v2.1	Version number of plan-related documentation.
Plan	Early Term Text	EARLY_TERM_TEXT	Early exit fee $200	Text describing the early termination policy.
Plan	ESG Plan Code	ESG_PLAN_CODE	ESG-TX-2025-FIX	Plan code as registered with ESG system.
Plan	Future Enrollment Available From	PLAN_FUTURE_ENROLLMENT_FROM	2025-10-01	Start date when future enrollments will be allowed.
Plan	Future Enrollment Available Until	PLAN_FUTURE_ENROLLMENT_UNTIL	2026-01-01	End date for future enrollment availability.
Plan	Interval Assumed Consumption Percentage	INTERVAL_ASSUMED_CONSUMPTION_PERCENTAGE	75%	Assumed consumption percentage for interval-based plans.
Plan	Interval Rate Cents	INTERVAL_RATE_CENTS	13.2	Interval-based rate in cents.
Plan	Interval Rate Dollars	INTERVAL_RATE_DOLLARS	0.132	Interval-based rate in dollars.
Plan	Monthly Fee	PLAN_MONTHLY_FEE	$8.95	Monthly administrative/service fee for the plan.
Plan	Plan Date Created	PLAN_DATE_CREATED	2025-06-15	Date when the plan was created in OpsAdmin.
Plan	Plan Description	PLAN_DESCRIPTION	Texas Fixed 12 mo.	Internal description of the plan.
Plan	Plan Description (ARP)	ARP_DESCRIPTION	ARP TX 12 Fixed	Plan description from ARP.
Plan	Plan Effective Dates	PLAN_EFFCTIVE_DATES	2025-09-01 to 2026-09-01	Range of effective dates for the plan.
Plan	Plan ETF Warning Text	PLAN_ETF_WARNING_TEXT	ETF applies if…	Warning text shown for ETF disclosures.
Plan	Plan Future Cancellation Fee	PLAN_FUTURE_ETF	$120	Future-dated cancellation fee.
Plan	Plan Future Effective Dates	PLAN_FUTURE_EFFECTIVE_DATES	2026-01-01 to 2027-01-01	Future plan effective dates.
Plan	Plan Future Monthly Fee	PLAN_FUTURE_MONTHLY_FEE	$7.50	Future-dated monthly fee.
Plan	Plan Future Rate Cents	PLAN_FUTURE_RATE_CENTS	10.5	Future-dated plan rate in cents.
Plan	Plan Future Rate Dollars	PLAN_FUTURE_RATE_DOLLARS	0.105	Future-dated plan rate in dollars.
Plan	Plan Information Text	PLAN_INFORMATION_TEXT	Additional info…	Custom information text for plan documents.
Plan	Plan Information Text (ARP)	ARP_INFORMATION_TEXT	ARP disclaimer…	ARP-provided plan information text.
Plan	Plan Initial Discount Percentage	PLAN_INITIAL_DISCOUNT_PERCENTAGE	10%	Initial discount percentage offered.
Plan	Plan Initial Discount Period	PLAN_INITIAL_DISCOUNT_PERIOD	3 months	Period during which initial discount applies.
Plan	Plan Initial Discount Rate Cents	PLAN_INITIAL_DISCOUNT_RATE_CENTS	9.5	Discounted initial rate in cents.
Plan	Plan Initial Discount Rate Dollars	PLAN_INITIAL_DISCOUNT_RATE_DOLLARS	0.095	Discounted initial rate in dollars.
Plan	Plan Prior Cancellation Fee	PLAN_PRIOR_ETF	$100	Cancellation fee from the prior version of this plan.
Plan	Plan Prior Effective Dates	PLAN_PRIOR_EFFECTIVE_DATES	2024-09-01 to 2025-09-01	Effective dates of the prior version.
Plan	Plan Prior Monthly Fee	PLAN_PRIOR_MONTHLY_FEE	$6.50	Monthly fee from prior version of the plan.
Plan	Plan Prior Rate Cents	PLAN_PRIOR_RATE_CENTS	8.9	Rate from the prior version (in cents).
Plan	Plan Prior Rate Dollars	PLAN_PRIOR_RATE_DOLLARS	0.089	Rate from the prior version (in dollars).
Plan	Plan Reassing Date	PLAN_REASSIGN_DATE	2025-09-01	Date when the plan was reassigned/updated.
Plan	Plan Subtype	PLAN_SUBTYPE	Indexed	Sub-classification of the plan.
Plan	Plan Version	PLAN_VERSION	v4	Version number of the plan.
Plan	Previous Enrollment Traunch 1000	PREVIOUS_ENROLLMENT_TRAUNCH_1000	1000 kWh	Usage tier (traunch) from prior enrollment.
Plan	Previous Enrollment Traunch 1500	PREVIOUS_ENROLLMENT_TRAUNCH_1500	1500 kWh	Usage tier (traunch) from prior enrollment.
Plan	Previous Enrollment Traunch 500	PREVIOUS_ENROLLMENT_TRAUNCH_500	500 kWh	Usage tier (traunch) from prior enrollment.
Plan	Previous Plan ETF	PREVIOUS_PLAN_ETF	$75	ETF value from previous plan.
Plan	Previous Plan Monthly Fee	PREVIOUS_PLAN_MONTHLY_FEE	$4.95	Monthly fee from previous plan.
Plan	Previous Plan Name	PREVIOUS_PLAN_NAME	Legacy Fixed 6	Name of the previous plan.
Plan	Previous Plan Rate Cents	PREVIOUS_PLAN_RATE_CENTS	7.8	Rate of the previous plan in cents.
Plan	Previous Plan Rate Dollars	PREVIOUS_PLAN_RATE_DOLLARS	0.078	Rate of the previous plan in dollars.
Plan	Previous Plan Terms	PREVIOUS_PLAN_TERMS	6 months	Contract terms of the previous plan.
Plan	Previous Plan Terms Num	PREVIOUS_PLAN_TERMS_NUM	6	Numeric contract length of the previous plan.
Plan	Renewable Percent of Commodities	PLAN_COMMODITY_RENEWABLE_PERCENT	20%	Portion of energy sourced from renewables.
Plan	Term Text	ARP_TERMS	12-month fixed	Term description text from ARP.
Plan	Term Unit Amount	ARP_TERMS_NUM	12	Numeric plan term length from ARP.
Plan	Time Of Use Intervals	TIME_OF_USE_INTERVALS	Peak/Off-Peak	Defined time-of-use intervals for pricing.
Plan	Traunch 10	TRAUNCH_10	10 kWh	Traunch usage tier at 10 kWh.
Plan	Traunch 20	TRAUNCH_20	20 kWh	Traunch usage tier at 20 kWh.
Plan	Traunch 30	TRAUNCH_30	30 kWh	Traunch usage tier at 30 kWh.
Plan	Traunch 40	TRAUNCH_40	40 kWh	Traunch usage tier at 40 kWh.
Plan	Traunch 75	TRAUNCH_75	75 kWh	Traunch usage tier at 75 kWh.
Plan	Traunch 30000	TRAUNCH_30000	30,000 kWh	Traunch usage tier at 30,000 kWh.
Plan	Traunch 40000	TRAUNCH_40000	40,000 kWh	Traunch usage tier at 40,000 kWh.
Pricing Matrix	Base Rate	PRICING_BASE_RATE	0.105	The base energy rate before margins/fees.
Pricing Matrix	Early Termination Fee	PRICING_ETF	$150	Early termination fee amount.
Pricing Matrix	Minimum Usage Fee	PRICING_MINIMUM_USAGE_FEE	$9.95	Fee applied if usage is below minimum threshold.
Pricing Matrix	Monthly Service Fee	PRICING_MONTHLY_SERVICE_FEE	$4.95	Monthly administrative/service fee.
Pricing Matrix	Rate Class	PRICING_RATE_CLASS	RES	Utility rate class (Residential, Commercial, etc.).
Pricing Matrix	Rate Subclass	PRICING_RATE_SUBCLASS	R1	Subclass of the utility rate.
Pricing Matrix	Unit of Measure	PRICING_UOM	kWh	Unit of measure for billing.
Pricing Matrix	Custom Message	CUSTOM_MESSAGE	"Special weekend promo"	Custom text field for messages tied to pricing templates.
Pricing Matrix	Pricing Matrix Mail Message	PRICING_MATRIX_MAIL_MESSAGE	"Your new rate is live!"	Email/letter text generated from pricing matrix actions.
Prospect	Prospect Address	PROSPECT_ADDRESS	123 Prospect Ln	Prospect’s mailing address.
Prospect	Prospect City	PROSPECT_CITY	Austin	Prospect’s city.
Prospect	Prospect Email	PROSPECT_EMAIL	prospect@mail.com	Prospect email address.
Prospect	Prospect First Name	PROSPECT_FIRST_NAME	Sarah	Prospect’s first name.
Prospect	Prospect Full Name	PROSPECT_FULL_NAME	Sarah Connor	Prospect’s full name.
Prospect	Prospect Last Name	PROSPECT_LAST_NAME	Connor	Prospect’s last name.
Prospect	Prospect Phone Number	PROSPECT_PHONE_NUMBER	737-555-4455	Prospect’s phone number.
Prospect	Prospect State	PROSPECT_STATE	TX	Prospect’s state.
Prospect	Prospect Zip	PROSPECT_ZIP	73301	Prospect’s ZIP code.
Prospect	Affiliate Commission Rate	PROSPECT_AFFILIATE_COMMISSION_RATE	0.02	Commission rate applied to the affiliate.
Prospect	Affiliate Commission Split (cents)	PROSPECT_AFFILIATE_COMMISSION_SPLIT_CENTS	50	Affiliate commission share in cents.
Prospect	Affiliate Commission Split (dollars)	PROSPECT_AFFILIATE_COMMISSION_SPLIT_DOLLARS	0.50	Affiliate commission share in dollars.
Prospect	Affiliate Reference Id	PROSPECT_AFFILIATE_REFERENCE_ID	AFF-2025-01	Reference ID used by the affiliate.
Prospect	Agent Name	PROSPECT_AGENT_NAME	John Sales	Sales agent name tied to the prospect.
Prospect	Annual Usage	PROSPECT_ANNUAL_USAGE	12,000 kWh	Expected annual energy usage for the prospect.
Prospect	Commodity	PROSPECT_COMMODITY	Electricity	Commodity type for the prospect (Gas/Electricity).
Prospect	Created at	CREATED_AT	2025-08-01	Timestamp when the prospect record was created.
Prospect	Expiration Date	PROSPECT_EXPIRATION_DATE	2025-12-31	Date when the quoted rate/offer expires.
Prospect	Ldc	PROSPECT_LDC	PPL	Local Distribution Company linked to the prospect.
Prospect	Meter Number	PROSPECT_METER_NUMBER	987654321	Utility meter number for the prospect.
Prospect	Modified at	MODIFIED_AT	2025-08-20	Timestamp when the record was last updated.
Prospect	Price (cents)	PROSPECT_PRICE_CENTS	12.4	Price for the prospect in cents.
Prospect	Price (dollars)	PROSPECT_PRICE_DOLLARS	0.124	Price for the prospect in dollars.
Prospect	Price File Date	PROSPECT_PRICE_FILE_DATE	2025-08-15	Date of the source price file.
Prospect	Price Provider Utility Code	PROSPECT_PRICE_PROVIDER_UTILITY_CODE	PPL-2025	Utility code from the price provider.
Prospect	Rate (cents)	PROSPECT_RATE_CENTS	11.8	Rate offered to the prospect in cents.
Prospect	Rate (dollars)	PROSPECT_RATE_DOLLARS	0.118	Rate offered to the prospect in dollars.
Prospect	Rate Code	PROSPECT_RATE_CODE	FIXED12	Internal rate code for the prospect’s plan.
Prospect	Rejection Reason	PROSPECT_REJECTION_REASON	Credit Declined	Reason the prospect was rejected.
Prospect	Rep Commission Split (cents)	PROSPECT_REP_COMMISSION_SPLIT_CENTS	75	Representative’s commission share in cents.
Prospect	Rep Commission Split (dollars)	PROSPECT_REP_COMMISSION_SPLIT_DOLLARS	0.75	Representative’s commission share in dollars.
Prospect	Rep Reference Id	PROSPECT_REP_REFERENCE_ID	REP-7781	Reference ID for the representative.
Prospect	Service Account List	PROSPECT_SERVICE_ACCOUNTS	ACC-1001, ACC-1002	List of service accounts linked to the prospect.
Prospect	Start Date	PROSPECT_START_DATE	2025-09-01	Start date of service for the prospect.
Prospect	Status	PROSPECT_STATUS	Pending	Current status of the prospect record.
Prospect	Term	PROSPECT_TERM	12 months	Contract term offered to the prospect.
Prospect	Usage Tier	PROSPECT_USAGE_TIER	Tier 1	Usage tier classification for the prospect.
Prospect	Zone	PROSPECT_ZONE	North Zone	Utility or pricing zone tied to the prospect.