ENERGY COLLABORATION PLATFORM

摘要

Methods and systems for managing the settlement processes for bilateral traded energy products in the wholesale energy industry including transaction selection, collaborative tie-out, invoicing, payment execution, dispute management, and credit management processes. One embodiment provides collaborative, on-line environments for performing tie-out activities, managing transaction disputes, processing invoices, making payments, managing credit exposure, and interactively communicating actions and comments. Embodiments can also provide automatic notification and alert sequences during the tie-out process, the invoicing process, the payment process, the disputed transaction process, and the credit management processor. The notifications and alerts can be provided publicly among counterparties as well as privately among users within a counterparty's organization. Another embodiment of the invention manages a configurable workflow sequence to fully automate review and approval of eligible matched transactions from tie-out through invoicing and payment between counterparties while simultaneously requiring users to take actions to manually process remaining out-trade transactions.