Platform Configuration Options
Overview
This document outlines the configuration possibilities for the TRACE Platform Sales Configurator. The configuration options are structured along the application flow, allowing customization for specific customer requirements and use cases.
Version: 1.0
Configuration States
The platform uses four configuration states to indicate the level of customization available:
| State |
Description |
| Configuration Required |
The platform can be configured for Sales Configurator use cases and the input is required |
| Configuration Possible |
A configuration of the platform parameters is possible in the defined scope |
| Configuration Not Recommended |
Configuration is possible but not recommended due to system dependencies. Will need to be scoped with estimated development costs |
| Configuration Not Possible |
Configuration is not possible as the components are required for platform functionality |
Application Flow
The configuration options follow the user journey through the platform:
- Foundation Module - Domain, Login, Design
- Overview - Backstage for Navigation
- Basics Set-up - Producer, Consumer Parameters
- Asset Creation - Solar, Wind Asset Creation
- Product Creation - Product Offering, Product Configuration
- Lead & Offer - Contact Data Request, Lead Workflow
Foundation Module
Domain Configuration
| Element |
Description |
Adjustment |
Configuration |
| Sub-domain |
Customizable sub-domain integration for seamless embedding into customer website infrastructure |
Provide Domain |
Configuration Required |
Logo & Branding
| Element |
Description |
Adjustment |
Configuration |
| Logo |
The TRACE platform logo may be replaced by a customer logo |
Provide logo |
Configuration Required |
| Colors |
Up to three corporate colors can be used for primary navigation, highlight elements and brand-specific elements |
Provide color codes |
Configuration Required |
| Font |
Platform provided with default font. Custom fonts can be examined but not guaranteed |
Provide custom font |
Configuration Possible |
Content & Language
| Element |
Description |
Adjustment |
Configuration |
| Texts |
Platform texts optimized for the App. Custom text modifications possible but customer assumes responsibility for layout changes |
Provide custom texts considering UX impact |
Configuration Possible |
| Default Language |
Configurable language selection: German and/or English |
Define Standard Language |
Configuration Possible |
Privacy & Tracking
| Element |
Description |
Adjustment |
Configuration |
| Cookie Manager |
Standard cookie manager integration via header |
Define Cookie Manager |
Configuration Possible |
| User Tracking |
Optional integration of analytics tools via header (Google Analytics, Matomo, etc.). Tag Manager support available |
Define User Tracking Solution |
Configuration Possible |
| Terms of Use |
Customizable terms and conditions. Supports acceptance tracking |
Depending on legal structure |
Configuration Possible |
| Privacy Policy |
Customizable privacy policy with GDPR compliance. Supports acceptance tracking |
Texts for Privacy |
Configuration Possible |
Domain Overview Visualization
3D World
| Element |
Description |
Adjustment |
Configuration |
| 3D World |
White-label version delivered with existing TRACE 3D world visualization |
N/A |
Configuration Not Recommended |
| Elements/Visuals |
Includes pre-built visual elements for solar, wind, load profiles, tariffs/trading products, and electricity consumers |
N/A |
Configuration Not Recommended |
| Icons on Elements |
Standard interaction icons provided for all asset types. Icon customization technically possible - customer assumes design responsibility |
Custom icons |
Configuration Not Recommended |
| Element Naming |
Flexible banner text configuration next to icons. Supports custom terminology and multilingual labels |
Define naming |
Configuration Possible |
Basics Set-up
Actor Role Selection
| Element |
Description |
Adjustment |
Configuration |
| Actor Role |
Parameters: Producer, Consumer, Both. Configurable platform mode determines available modules and user journey paths |
Select which roles shall be on the platform |
Configuration Required |
Producer Parameters
| Element |
Description |
Adjustment |
Configuration |
| Company Location |
Company location collection. Supports geocoding, address validation, and GIS coordinate capture |
Select if shown |
Configuration Possible |
| Company Name |
Configurable as optional or mandatory field |
Select if shown |
Configuration Possible |
| Next Step |
Configurable workflow routing: Summary view, Overview dashboard, Load Profile or Asset creation |
Select where to continue |
Configuration Possible |
Consumer Parameters
| Element |
Description |
Adjustment |
Configuration |
| Consumption Data Query |
Electricity, Gas, Heat, Fuels - Flexible selection of consumption categories. Each category can be enabled/disabled independently |
Select which energy types required |
Configuration Required |
| Company Name |
Configurable as optional or mandatory field |
Select if shown |
Configuration Possible |
| Next Step |
Configurable workflow routing: Summary view, Overview dashboard, or Asset creation |
Select where to continue |
Configuration Required |
Asset Creation
Type of Asset Selection
| Element |
Description |
Adjustment |
Configuration |
| Asset Selection Type |
Flexible asset type enablement. Can be configured for separate asset modules (Solar, Wind, Biomass) or integrated multi-technology approach |
Select how assets are created |
Configuration Required |
| Asset Selection |
Independent activation of solar and wind modules. Biomass support planned for future releases |
Select which assets shall be available |
Configuration Required |
Solar Assets
Asset Creation Method
| Element |
Description |
Adjustment |
Configuration |
| Creation Method |
Dual-mode: (1) Manual configuration with form validation, (2) Direct MaStR import via API with automatic data population |
Select methods to be used |
Configuration Required |
Asset Parameters
| Parameter |
Description |
Configuration |
| Name |
Free-text asset naming or fetched from MaStR |
Configuration Not Possible |
| Location |
GPS coordinates of asset |
Configuration Not Possible |
| Installation Date |
Installation date of asset |
Configuration Not Possible |
| Installed Capacity |
Installed Capacity of asset in kWp |
Configuration Not Possible |
| Feed In Type |
Dropdown selection: Full Grid Feed-in, Partial Grid feed-in |
Configuration Possible |
| Direction |
Compass direction selection (N, NE, E, SE, S, SW, W, NW). Visual compass selector available |
Configuration Not Possible |
| Angle |
Numeric input 0-90 degrees |
Configuration Not Possible |
| Applicable Value |
Optional EEG remuneration value in ct/kWh |
Configuration Possible |
| MaStR ID |
MaStR registration number(s) of assets |
Configuration Possible |
| Custom Parameter |
Adding additional parameters |
Configuration Possible |
Load/Production Profile
| Element |
Description |
Configuration |
| Upload Load Profile |
CSV/Excel file upload with template provided |
Configuration Possible |
| Load Profile Context |
Period, Time Resolution, Production Data Unit - User provided context |
Configuration Possible |
Solar Simulation Metrics
| Metric |
Description |
Configuration |
| Display Metrics |
Configurable metric visibility. Default metrics provided with option to add/remove |
Configuration Possible |
| Yield |
Annual production in kWh/MWh. Includes month-by-month breakdown |
Configuration Possible |
| Profile Value |
Market value indicator based on hourly production profile |
Configuration Possible |
| CO2 Reduction |
Calculated CO2 savings based on hourly German grid mix |
Configuration Possible |
| Production Graph |
Interactive chart with configurable time periods for energy production metrics |
Configuration Possible |
Wind Assets
Asset Creation Method
| Element |
Description |
Adjustment |
Configuration |
| Creation Method |
Dual-mode: (1) Manual configuration with form validation, (2) Direct MaStR import via API with automatic data population |
Select methods to be used |
Configuration Required |
Asset Parameters
| Parameter |
Description |
Configuration |
| Name |
Free-text asset naming or fetched from MaStR |
Configuration Not Possible |
| Centre Coordinate of Park |
Central GPS coordinates of park |
Configuration Not Possible |
| Installation Date |
Installation date of asset |
Configuration Not Possible |
| Installed Capacity |
Sum of Rated Power of turbines assigned to park |
Configuration Not Possible |
| Feed In Type |
Dropdown: Full Grid Feed-in, Partial Grid feed-in |
Configuration Possible |
| Hub Height |
Turbine hub height in meters |
Configuration Not Possible |
| Rotor Diameter |
Rotor diameter in meters |
Configuration Not Possible |
| Applicable Value |
Optional EEG remuneration value in ct/kWh |
Configuration Possible |
| MaStR ID |
MaStR registration number(s) of assets |
Configuration Possible |
| Number of Turbines |
Integer input. Determines tracking structure and wake effect modeling |
Configuration Possible |
| Turbine Locations |
GPS coordinates for each turbine for detailed prognosis |
Configuration Possible |
| Manufacturer |
MaStR Input or dropdown from major manufacturers |
Configuration Possible |
| Asset Type/Turbine Model |
MaStR Input or user input on turbine model |
Configuration Possible |
| Custom Parameter |
Adding additional parameters |
Configuration Possible |
Load/Production Profile
| Element |
Description |
Configuration |
| Upload Load Profile |
CSV/Excel file upload with template provided |
Configuration Possible |
| Load Profile Context |
Period, Time Resolution, Production Data Unit - User provided context |
Configuration Possible |
Wind Simulation Metrics
| Metric |
Description |
Configuration |
| Display Metrics |
Configurable metric visibility |
Configuration Possible |
| Yield |
Annual production in kWh/MWh with month-by-month breakdown |
Configuration Possible |
| Profile Value |
Market value indicator based on hourly production profile |
Configuration Possible |
| CO2 Reduction |
Calculated CO2 savings based on hourly German grid mix |
Configuration Possible |
| Production Graph |
Interactive chart with configurable time periods |
Configuration Possible |
Domain Products / Opportunities
Product Offering
| Element |
Description |
Adjustment |
Configuration |
| Market Side |
Independent selection: Upstream (selling), Downstream (buying), or Both. Determines available modules |
Select market sides to be included |
Configuration Required |
Upstream Products
| Product |
Description |
Configuration |
| Direct Marketing |
Selection if Direct Marketing configuration shall be enabled |
Configuration Possible |
| PPA (Power Purchase Agreement) |
Selection if PPA configuration shall be enabled |
Configuration Possible |
Downstream Products
| Product |
Description |
Configuration |
| PPA (Power Purchase Agreement) |
Selection if PPA configuration shall be enabled |
Configuration Possible |
| Market Access Contract |
Selection if Market Access configuration shall be enabled |
Configuration Possible |
| Fixed Supply Tariff |
Selection if Fixed Supply configuration shall be enabled |
Configuration Possible |
| Dynamic Supply Tariff |
Selection if Dynamic Supply configuration shall be enabled |
Configuration Possible |
Direct Marketing Configuration
Parameters
| Parameter |
Options |
Description |
Configuration |
| Asset Selection |
Solar, Wind |
Assigning created assets to direct marketing |
Configuration Not Possible |
| Direct Marketing Type |
EEG, Other, Null/Undefined |
EEG-eligible vs. post-EEG marketing |
Configuration Possible |
| Remuneration Type |
Spot, Market Value, Fixed, Null/Undefined |
Pricing models: Spot (hourly), Market Value (monthly avg), Fixed (guaranteed), Null (inquiry-only) |
Configuration Possible |
| Service Fee |
Fixed, Variable, Hybrid, Null/Undefined |
Fee structure: Fixed (€/year), Variable (ct/kWh or %), Hybrid (combination) |
Configuration Possible |
| Contract Start |
Flexible, January 1st next year |
Configurable start date options based on asset commissioning |
Configuration Possible |
| Contract Duration/Tenor |
Quarters 1-8, Years 1-n |
Flexible tenor from short-term (quarterly) to long-term (multi-year) |
Configuration Possible |
Price Display
| Element |
Description |
Configuration |
| Price Indication |
Display of pre-loaded price matrix or output from connected pricing engines |
Configuration Possible |
| Product Forecast |
Financial projection based on asset production and selected pricing model |
Configuration Possible |
PPA Upstream Configuration
Parameters
| Parameter |
Options |
Description |
Configuration |
| Asset Selection |
Solar, Wind |
Assigning created assets to PPA |
Configuration Not Possible |
| PPA Structure |
Pay as Forecasted, Pay as Produced |
Selection of PPA structures offered |
Configuration Possible |
| Negative Prices |
Included, Excluded, Null/Undefined |
Selection of negative price hour options |
Configuration Possible |
| Guarantees of Origin |
Customer, Provider, Null/Undefined |
Selection of GO certificate allocation options |
Configuration Possible |
| Fixed Price Share |
10% - 100% |
Selection of fix/floating split offered |
Configuration Possible |
| Contract Start |
Flexible, January 1st next year |
Configurable start date options |
Configuration Possible |
| Contract Duration/Tenor |
Quarters 1-8, Years 1-n |
Flexible tenor configuration |
Configuration Possible |
Price Display
| Element |
Description |
Configuration |
| Price Indication |
Display of pre-loaded price matrix or output from pricing engines |
Configuration Possible |
| Product Forecast |
Financial projection based on asset production and pricing model |
Configuration Possible |
Lead & Offer Management
Lead Inquiry Positioning
| Element |
Description |
Adjustment |
Configuration |
| Lead Inquiry Timing |
At Start, After Configuration, After Price View, At Request - Configurable lead capture timing for optimal conversion |
Select when lead data is requested |
Configuration Required |
Inquiry Parameters
| Parameter |
Description |
Configuration |
| Company Name |
Company name |
Configuration Not Possible |
| First Name |
First name of contact |
Configuration Not Possible |
| Last Name |
Last name of contact |
Configuration Not Possible |
| Company Address |
Address of company |
Configuration Possible |
| Email |
Email address of contact |
Configuration Not Possible |
| Phone Number |
Phone number of contact |
Configuration Possible |
| Privacy Policy Consent |
Consent for acceptance of Privacy Policy |
Configuration Not Possible |
| Terms of Use Consent |
Consent for acceptance of Terms of Use Policy |
Configuration Possible |
Verification & Confirmation
| Element |
Description |
Configuration |
| Double Opt-in Verification |
Automated double opt-in email with verification link (GDPR required) |
Configuration Not Possible |
| Request Confirmation to User |
Automated email with inquiry summary, configured products, asset details, and next steps |
Configuration Possible |
Support
For questions about platform configuration or to discuss specific customization requirements, please contact the TRACE development team at https://trace-electricity.com.
