IEC TR 62746-2:2025

Systems interface between customer energy management system and the power management system - Part 2: Use cases

IEC TR 62746-2:2025, which is a technical report, describes the main pillars of interoperability to assist different IEC Technical Committees in defining their interfaces and messages covering the whole chain between a Smart Grid and Smart Home/Building/Industrial area.
The main topics of this document are:
– To describe an architecture model from a logical point of view;
– To describe a set of user stories that describe a number of situations related to energy flexibility and demand side management as well as an outline of potential upcoming Smart Building and Smart Home scenarios. The set of user stories does not have the ambition to list all home and building (energy) management possibilities, but is meant as a set of examples that are used as input in use cases and to check that the set of use cases is complete;
– To describe a set of use cases based on the user stories and architecture. The use cases describe scenarios in which the communication between elements of the architecture are identified;
– To further detail the communication, identified in the use cases, by describing the messages and information to be exchanged.
This document can also be used as a blueprint for further smart home solutions like remote control, remote monitoring, ambient assistant living and so forth.
This technical report will be regularly revised by introducing new use cases and updating the current use cases. The use cases presented in this document are not going to be included in the IEC Use Case Management Repository (UCMR). The data models of some use cases presented here are defined in the second edition of IEC 62746-4 . The smart grid architecture model presented in this document is created in coordination with IEC TC13, SC23, and TC57
This second edition cancels and replaces the first edition published in 2015. This edition constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous edition:
a) The Architecture Model of the Smart Grid Coordination Group (Figure 6) has been replaced with the draft Architecture Model of TC57 in collaboration with SC23K and TC13;
b) The use cases from Edition 1 (2015) with the following IDs have been removed from the current document: JWG2000, JWG2001, JWG2010, JWG202x, JWG2041, JWG2042, JWG1111, WGSP2120, JWG30xx;
c) The use cases from Edition 1 (2015) with the following IDs: JWG1100, JWG1101, JWG-SPUC1102, and JWG1103 have been replaced with the use case JWG1100;
d) The following use cases have been added to the current document: JWG3000, JWG3001, JWG3002, JWG3003, JWG3004, JWG3005, JWG3006, JWG4000.

General Information

• Status: Published
• Publication Date: 10-Nov-2025
• ICS: 33.200 - Telecontrol. Telemetering
• Technical Committee: TC 57 - Power systems management and associated information exchange
• Drafting Committee: WG 21 - TC 57/WG 21
• Current Stage: PPUB - Publication issued
• Start Date: 11-Nov-2025
• Completion Date: 28-Nov-2025

Relations

• Revises: IEC TR 62746-2:2015 - Systems interface between customer energy management system and the power management system - Part 2: Use cases and requirements
• Effective Date: 05-Sep-2023

Overview

IEC TR 62746-2:2025 is a Technical Report from the IEC that defines interoperability guidance and a comprehensive set of use cases for the systems interface between a Customer Energy Management System (CEM/CEMS) and the Power Management System. Edition 2.0 (2025) updates the original 2015 report and describes a logical architecture model, user stories, use cases, and the messages and information to be exchanged across the chain between the Smart Grid and Smart Home / Building / Industrial areas. The report can also serve as a blueprint for smart home solutions such as remote control, remote monitoring and ambient assisted living.

Key technical topics and requirements

• Common architecture model: logical Smart Grid functional architecture coordinated with IEC TC13, SC23 and TC57 to support neutral interfaces and mapping of messages.
• Smart Grid Connection Point (SG CP): definition, purpose and functional criteria for the interface into premises (home/building/industrial).
• User stories and use cases: illustrative scenarios focused on energy flexibility, demand side management (DSM), DER integration, EV charging, tariffs, power limitations, monitoring, forecasting and aggregation.
• Information exchange & message profiles: guidance on energy, price, comfort/status, load/generation management profiles and constraints (e.g., power envelopes, time-of-use tariff signaling).
• Use case-to-message traceability: identification of communication flows between architecture elements and detailed message/information requirements.
• Ongoing revision model: the TR will be regularly updated with new use cases; note that these use cases are not included in the IEC Use Case Management Repository (UCMR).

Significant updates in the 2025 edition include replacement of the previous Smart Grid Coordination Group architecture with a TC57-based draft model, consolidation/removal of several prior use cases, and the addition of new use cases (e.g., JWG3000–JWG3006, JWG4000).

Practical applications

• Implementing interoperable interfaces between home/building energy controllers and grid operators or aggregators.
• Designing CEMS firmware and cloud systems for DSM, EV charging management, PV & battery control, and tariff-based load shifting.
• Developing message schemas and APIs for exchange of price, power profiles, forecasts and alarms.
• Using the user stories as test scenarios for vendor interoperability testing, system integration and regulatory pilots.
• Providing a blueprint for smart home services like remote monitoring, energy-aware automation and assisted living.

Who should use this standard

• Utilities, DSOs and aggregators
• CEMS/system integrators and building automation vendors
• DER and EV charging equipment manufacturers
• Smart home service providers and platform developers
• Standards working groups and policymakers focused on Smart Grid–home/building interoperability

Related standards

• IEC 62746-4 (data models referenced in this TR)
• Architecture coordination with IEC TC13, SC23 and TC57

Keywords: IEC TR 62746-2:2025, Smart Grid, customer energy management system, interoperability, use cases, SG CP, demand side management, DER, EV charging, power envelope, messaging.

Standards Content (Sample)

IEC TR 62746-2 ®
Edition 2.0 2025-11
TECHNICAL
REPORT
Systems interface between customer energy management system and the power
management system -
Part 2: Use cases
ICS 33.200  ISBN 978-2-8327-0814-9

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CONTENTS
FOREWORD. 5
INTRODUCTION . 7
1 Scope . 10
2 Normative references . 11
3 Terms, definitions and abbreviated terms . 11
3.1 Terms and definitions . 11
3.2 Abbreviated terms . 17
4 Guidelines . 18
4.1 Common architecture model – Architectural criteria . 18
4.2 SG CP (Smart Grid Connection Point) . 23
4.2.1 Overview . 23
4.2.2 Definition of SG CP (Smart Grid Connection Point) . 24
4.2.3 Purpose of definition of SG CP (Smart Grid Connection Point) . 24
4.2.4 Target of demand / supply of power and information that is sent and
received . 25
4.2.5 Functional criteria of SG CP (Smart Grid Connection Point) . 25
4.3 The Communication of the Smart Grid and the Smart Grid Connection Point
(interface into the premises) . 26
4.4 Common messages – information to be exchanged . 27
4.4.1 General . 27
4.4.2 Intention of user stories and use cases . 27
4.4.3 Relationship of user stories and use cases . 29
4.4.4 Criteria for information exchange . 29
4.4.5 Energy management concepts . 32
4.4.6 Function-specific profiles . 34
4.4.7 Comfort, management and status information . 40
4.4.8 Upcoming profiles for new service criteria . 40
Annex A (informative) User stories and use cases collection . 41
A.1 User stories . 41
A.1.1 General . 41
A.1.2 JWG1 Flex start washing machine . 41
A.1.3 JWG2 Flex start EV charging . 42
A.1.4 JWG3 Severe grid stability issues . 43
A.1.5 JWG4 Power limitation PV . 43
A.1.6 JWG5 CEM manages devices. 44
A.1.7 JWG6 Customer sells flexibility . 44
A.1.8 JWG7 Customer sells decentralized energy . 45
A.1.9 JWG8 Grid-related emergency situations . 45
A.1.10 JWG9 Customer connects new smart device . 46
A.1.11 JWG10 Energy consumption information . 46
A.1.12 JWG11 Unexpected disconnect . 46
A.1.13 JWG12 Expected Yearly Costs of Smart Device . 46
A.1.14 JWG13 Energy storage and feed in based on tariff. 47
A.1.15 JWG14 Energy Consumption Management From External . 47
A.1.16 JWG15 Manage in-premises battery system . 48
A.1.17 JWG16 Manage DER . 48
A.1.18 JWG17 Peak shift contribution by battery aggregation . 49
A.1.19 JWG18 Control appliances based on price information . 49
A.1.20 JWG19 Control appliances based on energy savings signal . 50
A.1.21 JWG20 Control appliances before power cut . 50
A.1.22 JWG21 Control appliances in case of natural disaster . 51
A.1.23 JWG22 Bilateral DR-negawatt . 51
A.1.24 JWG23 User story lighting . 52
A.1.25 JWG24 Energy market flexibility management . 53
A.1.26 Japanese building scenarios on energy management . 54
A.2 User stories and use case mapping table . 57
A.3 Use case descriptions . 66
A.3.1 Overview . 66
A.3.2 High level use case (JWG1100) Flexible start of a smart device (SD) . 66
A.3.3 Specialized use case (JWG1110) Control of Smart home appliances
based on price information by time slot . 76
A.3.4 High level use case (JWG112x) Manage mixed energy system like heat
pumps with PV, storage battery . 82
A.3.5 High level use case (JWG113x) Log mixed energy system events of
heat pumps with pv, storage battery . 89
A.3.6 High level use case (JWG120x) Provide local power managing
capabilities . 96
A.3.7 High level use case (JWG121x) Provide local power managing
capabilities . 102
A.3.8 High level use case (JWG2002) District Energy Management . 108
A.3.9 High level use case (WGSP 211x) Exchanging information on
consumption, price device status, and warnings with external actors and
within the home . 118
A.3.10 High level use case (JWG212x, based on WGSP212x) Direct load-
generation management (international) . 137
A.3.11 high level use case (WGSP2140) Tariff synchronization . 154
A.3.12 High level use case (JWG3000) Limitation of Power Consumption . 165
A.3.13 High level use case (JWG3001) Limitation of Power Production . 175
A.3.14 High level use case (JWG3002) Monitoring of Grid Connection Points . 186
A.3.15 High level use case (JWG3003) Monitoring of power consumption . 192
A.3.16 high level use case (JWG3004) Time of Use Tariff . 197
A.3.17 high level use case (JWG3005) Power Demand Forecast . 204
A.3.18 high level use case (JWG3006) Power Envelop . 209
A.3.19 high level use case (JWG4000) Residential Home Energy Management
integrating DER flexibility aggregation . 224
Bibliography . 229

Figure 1 – Examples of demand response capabilities . 9
Figure 2 – Smart environment as of today . 10
Figure 3 – Criteria for interoperability . 10
Figure 4 – External actor definition . 13
Figure 5 – Internal actor definition . 14
Figure 6 – Smart Grid Functional Architecture Model . 18
Figure 7 – Neutral interfaces . 20
Figure 8 – Mapping Interface (I/F) structure . 20
Figure 9 – Example of a mapping of messages . 21
Figure 10 – Different CEM configurations see SG-CG/M490 [5] to [9] . 21
Figure 11 – Physical combinations . 22
Figure 12 – Examples of CEM architecture . 23
Figure 13 – "Group of domains” and "Functional Architecture Model” . 24
Figure 14 – Smart Grid Connection Point SG CP . 26
Figure 15 – SG CP (in the case of interruption of electrical power supply from energy
supplier) . 26
Figure 16 – User stories and use cases process . 28
Figure 17 – Relationship user stories and use cases . 29
Figure 18 – Examples of information to be exchanged . 30
Figure 19 – Traffic Light Concept . 33
Figure 20 – Structure of a power profile . 35
Figure 21 – Consumption and generation . 35
Figure 22 – Structure of an easy power profile . 36
Figure 23 – Structure of a price profile . 37
Figure 24 – Structure of a load / generation management profile . 38
Figure 25 – Structure of a temperature profile. 39
Figure A.1 – Kinds of user stories . 41
Figure A.2 – Use case and process . 66
Figure A.3 – Flexible start of a smart device – High-level use case overview . 67
Figure A.4 – Power sequence – Modelling with slots and time constraints . 68
Figure A.5 – Workflow of the use case Flexible start of a smart device . 69
Figure A.6 – Sequence diagram – Announcement of plan . 74
Figure A.7 – Sequence diagram – Shift preferred power sequence . 74
Figure A.8 – Sequence diagram – Select alternative power sequence . 75
Figure A.9 – Sequence diagram – Configure current power sequence . 76
Figure A.10 – District energy management – High-level use case overview . 109
Figure A.11 – Exchanging information on consumption, price device status, and
warnings with external actors and within the home – High-level use case overview . 119
Figure A.12 – Load-generation management (international) – High-level use case
overview . 137
Figure A.13 – Tariff synchronization – High-level use case overview . 155
Figure A.14 – Limitation of power consumption – High-level use case overview . 166
Figure A.15 – Example for two instances of limitation of power consumption use case . 170
Figure A.16 – Limitation of power consumption use case state machine . 170
Figure A.17 – Limitation of power production – High-level use case overview . 176
Figure A.18 – Example of permitted ranges for power, depending on the respective
valid limit value . 177
Figure A.19 – Example for two instances of limitation of power production use case . 180
Figure A.20 – Limitation of power production use case state machine . 181
Figure A.21 – Monitoring of grid connection point – High-level use case overview . 186
Figure A.22 – Location of the grid connection point . 187
Figure A.23 – Sequence diagram – Use case monitoring of grid connection point . 188
Figure A.24 – Monitoring of power consumption – High-level use case overview . 193
Figure A.25 – Sequence diagram – Use case monitoring of power consumption . 194
Figure A.26 – Time of use tariff – High-level use case overview . 198
Figure A.27 – Incentive table example for consumption. 199
Figure A.28 – Unique tiers example for consumption and production . 200
Figure A.29 – Power demand forecast – High-level use case overview . 205
Figure A.30 – Power forecast example: power (P) curves over time (t) . 206
Figure A.31 – Power over time limit curves . 210
Figure A.32 – Power envelope – High-level use case overview . 210
Figure A.33 – Example of permitted ranges for power limit curves . 216
Figure A.34 – Example of active power consumption (hatched area) . 217
Figure A.35 – Example of active power production (hatched area) . 218
Figure A.36 – Residential home energy management integrating DER flexibility
aggregation – High-level use case overview . 227

Table 1 – Information criteria collection . 30
Table 2 – Mapping user stories to categories . 31
Table 3 – Mapping use cases to categories . 32
Table 4 – Information guidelines for "Energy Profile” . 36
Table 5 – Information guidelines "Price and Environment Profile” . 37
Table 6 – Information guidelines "Direct Load / Generation Management Profile” . 39
Table 7 – Information guidelines "Temperature Profile” . 40
Table A.1 – User stories – Use case mapping table . 58

INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
Systems interface between customer energy management system
and the power management system -
Part 2: Use cases
FOREWORD
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IEC TR 62746-2 has been prepared by IEC technical committee 57: Power systems
management and associated information exchange. It is a Technical Report.
This second edition cancels and replaces the first edition published in 2015. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) The Architecture Model of the Smart Grid Coordination Group (Figure 6) has been replaced
with the draft Architecture Model of TC57 in collaboration with SC23K and TC13;
b) The use cases from Edition 1 (2015) with the following IDs have been removed from the
current document: JWG2000, JWG2001, JWG2010, JWG202x, JWG2041, JWG2042,
JWG1111, WGSP2120, JWG30xx;
c) The use cases from Edition 1 (2015) with the following IDs: JWG1100, JWG1101, JWG-
SPUC1102, and JWG1103 have been replaced with the use case JWG1100;
d) The following use cases have been added to the current document: JWG3000, JWG3001,
JWG3002, JWG3003, JWG3004, JWG3005, JWG3006, JWG4000.
The text of this Technical Report is based on the following documents:
Draft Report on voting
57/2803/DTR 57/2847/RVDTR
Full information on the voting for its approval can be found in the report on voting indicated in
the above table.
The language used for the development of this Technical Report is English.
This document was drafted in accordance with ISO/IEC Directives, Part 2, and developed in
accordance with ISO/IEC Directives, Part 1 and ISO/IEC Directives, IEC Supplement, available
at www.iec.ch/members_experts/refdocs. The main document types developed by IEC are
described in greater detail at www.iec.ch/publications.
A list of all parts in the IEC 62746 series, published under the general title Systems interface
between customer energy management system and the power management system, can be
found on the IEC website.
The committee has decided that the contents of this document will remain unchanged until the
stability date indicated on the IEC website under webstore.iec.ch in the data related to the
specific document. At this date, the document will be
– reconfirmed,
– withdrawn, or
– revised.
INTRODUCTION
Intelligent, integrated energy systems for smart environments
NOTE This Introduction is an extract from the "Demand – Response – White Paper, Siemens AG, 2010 [1] .
In 2007, the number of people living in conurbations around the world surpassed that of those
living in rural areas. Today, large cities worldwide account for 75 per cent of energy demand
and generate a large percentage of total carbon dioxide emissions. For this reason, a number
of cities and metropolitan areas have set themselves ambitious goals towards reducing
emissions by increasing the efficiency of their infrastructures. These goals aim to have a
positive impact on the environment, while continuing to enhance the quality of life of growing
urban populations.
The transition to a new "electrical era” in which electricity is becoming the preferred energy
source for most everyday applications is currently taking place. This is governed by three key
factors: demographic change, scarcity of resources, and climate change. In the meantime, two
development trends are of particular interest:
– the demand for electricity is continuing to grow.
– the energy system is subject to dramatic changes.
The experienced changes to the energy system can vary, based on whether they are nationally
or cross-nationally observed. Some of the changes are caused by electricity production and
fluctuating power supply sources.
Until recently, load dictated production, a method which influenced how interconnected power
systems were designed. Power generation was centralized, controllable, and above all, reliable.
The load was statistically predictable, and energy flow was unidirectional, that is from producer
to consumer.
These aspects of power generation are changing. Firstly, the rising percentage of fluctuating
production within the energy mix brought about by renewables reduces the level of power
generation control available. Secondly, the energy flow is no longer unidirectionally sent from
producer to consumer; now the consumer is slowly turning into a "prosumer,” a term which
denotes a person who produces and consumes energy. More and more consumers are installing
their own renewable energy products to increase energy efficiency. These prosumers are
cogenerating heat and power with their own solar panels or microCHPs, for example. This trend
is set to continue, as government bodies continue to provide incentives to domestic users to
become "prosumers” as part of their increased energy efficiency policies.
Managing reactive power in relation with power system voltage control will become more
important in situation and regions where distributed generation and power storage is or will
become a substantial part of the total power demand of that region. The total power demand in
the region will be generated partly by the central power stations that are connected to the
transmission system and the power generated locally by generators and storage facilities
connected to the distribution networks in that region. It will not be sufficient to switch distributed
generators and/or storage facilities of premises off during emergency situations in the power
system. In future it will be thinkable, and it already happens that in certain regions distributed
generation and storage will support power system restoration in emergency situations in the
network. Voltage and frequency will not only be controlled by central power stations and
dispatch centers, a more advanced control will be supported by appropriate energy market
arrangements (contracts and transparent arrangements between different parties involved).
___________
Numbers in square brackets refer to the Bibliography.
Ultimately, the way of the future will have to be that, up to a certain extent, the load follows the
energy availability.
The way in which loads (being demand or local generation) at the consumer side can be
managed, is through the mechanisms of Demand Response and Demand Side Management.
When referring to Demand Response and Demand Side Management, within this technical
report the following definition of EURELECTRIC [2] in its paper "EURELECTRIC Views on
Demand-Side Participation” is used:
– "Demand Side Management (DSM) or Load Management has been used in the (mainly still
vertically integrated as opposed to unbundled) power industry over the last thirty years with
the aim "to reduce energy consumption and improve overall electricity usage efficiency
through the implementation of policies and methods that control electricity demand. Demand
Side Management (DSM) is usually a task for power companies / utilities to reduce or
remove peak load, hence defer the installations of new capacities and distribution facilities.
The commonly used methods by utilities for demand side management are combination of
high efficiency generation units, peak-load shaving, load shifting, and operating practices
facilitating efficient usage of electricity, etc.” Demand Side Management (DSM) is therefore
characterized by a ‘top-down’ approach: the utility decides to implement measures on the
demand side to increase its efficiency.
– Demand Response (DR), on the contrary, implies a ‘bottom-up’ approach: the customer
becomes active in managing his/her consumption – in order to achieve efficiency gains and
by this means monetary/economic benefits. Demand Response (DR) can be defined as "the
changes in electric usage by end-use customers from their normal consumption patterns in
response to changes in the price of electricity over time. Further, DR can be also defined
as the incentive payments designed to induce lower electricity use at times of high wholesale
market prices or when system reliability is jeopardized. DR includes all intentional
modifications to consumption patterns of electricity of end use customers that are intended
to alter the timing, level of instantaneous demand, or the total electricity consumption”. DR
aims to reduce electricity consumption in times of high energy cost or network constraints
by allowing customers to respond to price or quantity signals."
The intent of Demand Response and Demand Side Management programs is to motivate end
users to make changes in electric use, lowering consumption when prices spike or when grid
reliability is jeopardized. These concepts refer to all functions and processes applied to
influence the behaviour of energy consumption or local production. This leads to a more efficient
energy supply which enables the consumer to benefit from reduced overall energy costs.
In this context, the report focuses on the signals exchanged between the grid and the premise,
which goes from simple signalling to integrated load management.
Since many components are integrated to interface within a demand response solution, a
suitable communication infrastructure is of paramount importance.
There is a variety of equipment connected to the grid, which can be included in a demand
response solution. Such devices can act as an energy source or load. Some devices can act
as both an energy source and a load alternately, depending on the operation mode selected. In
response to load peaks or shortages, selected generation sources can be switched on, loads
switched off, and storages discharged. In addition, loads with buffer or storage capacity can be
switched on to make use of preferred energy generation when available.
As shown in the examples in Figure 1, some device types provide storage or buffer capability
for energy. A storage device can give back the energy in the same type as it was filled. An
example of this is a battery. A buffer device, however, can store energy only in a converted
form, in the way that a boiler stores energy by heating up water; it is only capable of load-
shifting. Devices capable of storage, however, can be utilized fully for energy balancing within
the electrical grid.
+
SOURCE: Siemens AG [1]
Figure 1 – Examples of demand response capabilities

1 Scope
The success of the Smart Grid and Smart Home/Building/Industrial approach is very much
related to interoperability, which means that Smart Grid and all smart devices in a
Home/Building/Industrial environment have a common understanding of messages and data in
a defined interoperability area (in a broader perspective, it does not matter if it has an energy
related message, a management message or an informative message).
In contradiction, today’s premises are covered by different networks and standalone devices
(see Figure 2).
Figure 2 – Smart environment as of today
The scope of this part of IEC 62746, which is a technical report, is to describe the main pillars
of interoperability to assist different IEC Technical Committees in defining their interfaces and
messages covering the whole chain between a Smart Grid and Smart Home/Building/Industrial
area (see Figure 3).
Figure 3 – Criteria for interoperability
The main topics of this document are:
– To describe an architecture model from a logical point of view;
– To describe a set of user stories that describe a number of situations related to energy
flexibility and demand side management as well as an outline of potential upcoming Smart
Building and Smart Home scenarios. The set of user stories does not have the ambition to
list all home and building (energy) management possibilities, but is meant as a set of
examples that are used as input in use cases and to check that the set of use cases is
complete;
– To describe a set of use cases based on the user stories and architecture. The use cases
describe scenarios in which the communication between elements of the architecture are
identified;
– To further detail the communication, identified in the use cases, by describing the messages
and information to be exchanged.
This document can also be used as a blueprint for further smart home solutions like remote
control, remote monitoring, ambient assistant living and so forth.
This technical report will be regularly revised by introducing new use cases and updating the
current use cases. The use cases presented in this document are not going to be included in
the IEC Use Case Management Repository (UCMR). The data models of some use cases
presented here are defined in the second edition of IEC 62746-4 . The smart grid architecture
model presented in this document is created in coordination with IEC TC13, SC23, and TC57.
2 Normative references
There are no normative references in this document.
3 Terms, definitions and abbreviated terms
For the purposes of this document, the following terms, definitions and abbreviated terms apply.
ISO and IEC maintain terminology databases for use in standardization at the following
addresses:
– IEC Electropedia: available at https://www.electropedia.org/
– ISO Online browsing platform: available at https://www.iso.org/obp
3.1 Terms and definitions
3.1.1
use case
class specification of a sequence of actions, including variants, that a system (or other entity)
can perform, interacting with actors of the system
[SOURCE: IEC 62559:2008, IEC 62390:2005]
3.1.2
use case template
form which allows the structured description of a use case in predefined fields
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
___________
Under consideration.
3.1.3
cluster
group of use cases with a similar background or belonging to one system or one conceptual
description
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.4
high level use case
use case which describes idea or concept independently from a specific technical realization
like an architectural solution
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.5
primary use case
use cases which describe in detail the functionality of (a part of) a business process
Note 1 to entry: Primary use cases can be related to a primary goal or function which can be mapped to one
architectural solution.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.6
generic use case
use case which is broadly accepted for standardization, usually collecting and harmonizing
different real use cases without being based on a project or technological specific solution
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.7
specialized use case
use case which is using specific technological solutions / implementations
EXAMPLE Use case with a specific interface protocol.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.8
scenario
possible sequence of interactions
Note 1 to entry: Scenario is used in the use case template defining one of several possible routes in the detailed
description of sequences.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.9
repository
place where information like use cases can be stored (Use Case Management Repository)
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.10
Use Case Management Repository
database for editing, maintenance and administration of use cases which are based on a given
use cases template
Note 1 to entry: The UCMR is designed as collaborative platform for standardization committees, inter alia equipped
with export functionalities as UML model or text template.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.11
actor
entity that communicates and interacts
Note 1 to entry: These actors can include people, software applications, systems, databases, and even the power
system itself.
Note 2 to entry: In the actor list the European Harmonised electricity market role model”, generic actors and
technical system actors are considered.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.12
actor (external)
entity having behavior and interacting with the system under discussion (system as ‘black box’)
to achieve a specific goal (see Figure 4)
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]

Figure 4 – External actor definition
3.1.13
actor (internal)
entity acting within the system under discussion (actor within the system; system as ‘white box’)
to achieve a specific goal (see Figure 5)
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]

Figure 5 – Internal actor definition
3.1.14
role
role played by an actor in interaction with the system under discussion
Note 1 to entry: Legally or generically defined external actors can be named and identified by their roles.
3.1.15
architecture
fundamental concepts or properties of a system in its environment embodied in its elements,
relationships, and in the principles of its design and evolution
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.16
system
typical industry arrangement of components and systems, based on a single architecture,
serving a specific set of use cases
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.17
flexibility
general concept of elasticity of resource deployment (demand, storage, generation) providing
ancillary services for the grid stability and / or market optimization (change of power
consumption, reduction of power feed-in, reactive power supply, etc.)
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.18
flexibility offer
offer issued by roles connected to the grid and providing flexibility profiles in a fine-grained
manner dynamically scheduled in near real-time, e.g. in case when the energy production from
renewable energy sources deviates from the forecasted production of the energy system
Note 1 to entry: Flexibility offer starts a negotiation process.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.19
flexibility service provider
role that offers flexibility services based on acquired (aggregated) resources
[SOURCE: HARMONISED ELECTRICITY MARKET ROLE MODEL: 2023-1]
3.1.20
market
open platform operated by a market operator trading energy and power on requests of market
participants placing orders and offers, where accepted offers are decided in a clearing process,
usually by the market operator
EXAMPLES Energy, balancing power / energy, capacities or in general ancillary services.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.21
Smart Grid Connection Point
SG CP
borderline between the area of grid and markets towards the role customer (e.g. households,
building, industry)
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.22
Customer Energy Manager
CEM
internal automation function of the role customer for optimizations according to the preferences
of the customer, based on signals from outside and internal flexibilities
CEM includes a semantic mapping for received and sent messages between CEM-connected
devices
EXAMPLE A demand response approach uses variable tariffs to motivate the customer to shift consumption in a
different time horizon (i.e. load shifting). On customer side the signals are automatically evaluated according to the
preset customer preferences like cost optimization or CO2 savings and appropriate functions of one or more
connected devices are initiated.
[SOURCE: SG-CG/M490/E_Smart Grid Use Case Management Process:2012 [9]]
3.1.23
smart device
device which is capable to interact with a CEM and is able to be managed in an overall energy
e
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