EPEX Customer Center

User Manual
Agenda
1. General information

2. Overview of functions

3. Creation of a contact

4. Assignment of functions to a contact

5. Assignment of high-level functions to a contact

6. Cancellation of functions of a contact

7. Cancellation of high-level functions of a contact

8. Modification of an address of a contact

9. Modification of the company’s address

1. General information (1/2)

- Link: https://www.customercenter.epexspot.com

- Login and password: Once your request to be registered as a

Customer Center user is validated (see chapter 4), you will receive
your login/password via two separate e-mails. In case you cannot
remember your password or wish to change it, click on either
‘password reminder’ or ‘change my password’ on the welcome page.

- Language: Allows you to choose another language by clicking on

the flag.

- Your administrative information: Your company headquarters and

invoiced entity are shown. All market segments you are admitted on
are listed on this page as well.
1. General information (2/2)

- Data validation: Please check regularly that all contact information,

assigned functions and address details are correct in this database. In
case of changes, please update them. To confirm the correctness,
please click at least once a year on the button ‘Customer Center data
validation’.

- Changes validated by the exchange: All your validated and rejected

requests processed by EPEX are shown in this list.
2. Overview of functions(1/6)
Several
Available Mandatory Handled by
Description of the function contacts Type of message received
functions function EPEX
allowed
Administrator of the Customer Center. - Customer Center platform related
Customer Center a) to set up or cancel a read/write user, the member has information
to fill in the D01a form - E-learning news
User
b) to set up a read-only user, the existing Customer YES YES Membership
Center user assigns a person directly in the system
c) to cancel a user, the D01a form has to be filled

Contact for EPEX Membership regarding market - Information concerning member's life
Membership segments, TSOs, (admission, suspension, etc.)
YES YES Membership
Contact EPEX contact/address changes, forms, etc.

Contact for EPEX Membership regarding legal subjects - Information concerning member's life
Legal Contact (e.g. Trading Agreement, KYC) (admission, suspension, etc.)
YES YES Membership
EPEX - Updates about EPEX Rules & Regulations
Will be contacted by EPEX Membership if any change of - Updates of the EPEX pricelist
VAT number or address as well as all issues concerning
Invoicing EPEX the member company's Invoicing
YES NO Membership

Contacts that are assigned on the EEX-Group Signature

Authorized Schedule (formerly D02 form) and are authorized to sign
YES YES N/A Membership
Signature EPEX documents on behalf of the company

Contact for topics and questions of EPEX Market - Possible questions of EPEX Market
Risk Officer EPEX Surveillance YES YES Surveillance department Membership

Contact for topics and questions of EPEX Market - Possible questions of EPEX Market
Compliance EPEX Surveillance YES YES Surveillance department Membership

Contact for REMIT / ACER topics. Person initially - Possible questions of EPEX Market
REMIT Contact
indicated on the REMIT Data Services Agreement NO YES Surveillance department Membership
EPEX - Message Alerts for REMIT reporting
2. Overview of functions(2/6)
Several
Available Mandatory Handled by
Description of the function contacts Type of message received
Functions function EPEX
allowed
Front Office Desk Hotline number / desk email address.. - Information about maintenance windows
EPEX Contact for bid requests before/during the daily auction - Market Alerts (2nd auction, publication Market
or general trading issues. YES NO delay, etc.) Operations
- E-learning news
Front Office Team Manager(s). No special contact topics. - Information about maintenance windows
Manager EPEX - Market Alerts (2nd auction, publication Market
YES YES delay, etc.) Operations
- E-learning news
- contact responsible to define email addresses in ETS - Information about ETS maintenance
that will be registered for ETS users to use the password windows
ETS User reset function (setup, modification and deletion of email - Market Alerts (2nd auction, publication Market
NO YES
Management EPEX addresses) delay, etc.) Operations

Front Office - trader on the Day-Ahead market - Information about ETS maintenance
Auction EPEX - trader exam required windows
- no personal login/password provided - existing ETS - Market Alerts (2nd auction, publication Market
users to be used / shared among all traders registered YES YES delay, etc.) Operations
for the member - EPEX SPOT Info (customer information)
- no generic email address allowed - E-learning news

Front Office API - function only relevant if member uses API connection - API topics
Auction EPEX to ETS - Information about ETS maintenance
- no personal login to ETS, but contact details to be windows
registered in Customer Center - Market Alerts (2nd auction, publication Market
NO YES
- trader exam required in case of read/write API delay, etc.) Operations
- no generic email address allowed in case of read/write - EPEX SPOT Info (customer information)
API - E-learning news

- function only relevant if member uses Read Only API - Information about ETS maintenance
User windows
Back Office Auction - connection to ETS with non-nominative user - Market Alerts (2nd auction, publication Market
No YES
API EPEX - no trader exam required delay, etc.) Operations
- EPEX SPOT Info (customer information)
- E-learning news
2. Overview of functions(3/6)
Several
Available Mandatory Handled by
Description of the function contacts Type of message received
functions function EPEX
allowed
- contact in case the "no auction" procedure is - Launch of Price Committee procedure
Front Office Auction triggered. - the contact will be informed by email and - Information about maintenance windows
Price Committee will be asked to provide an estimate of the baseload - Market Alerts (2nd auction, publication delay, Market
price for each concerned market(s) NO NO etc.)
EPEX Operations
- generic email address is allowed - EPEX SPOT Info (customer information)
- E-learning news
- Contact for the Physical Fulfilment process, weekly - Notification to check and confirm the bids for
and monthly Physical Fulfilment in ETS
Physical Fulfilment - Information about Physical fulfilment process Market
NO YES
EPEX - EPEX SPOT Info (customer information) Operations
- E-learning news
- trader on the day-ahead market - Market Alerts regarding Capacity Market (2nd
Front Office - trader exam required auction, publication delay, etc.)
- no personal login/password provided - only one - EPEX SPOT Info (customer information)
Capacity Market Market
login to be used / shared between all traders of NO YES - E-learning news
EPEX Operations
the member
- no generic email address allowed

- trader on the intraday market - Information about M7 maintenance windows

Front Office - trader exam required - Market Alerts (2nd auction, publication delay,
- personal login/password (read/write) for ComTrader etc.) Market
Continuous EPEX YES YES
- no generic email address allowed - EPEX SPOT Info (customer information) Operations
- E-learning news

- function only relevant if member uses API - API topics

connection to ComTrader - Information about M7 maintenance windows
Front Office
- personal login/password to the system - Market Alerts (2nd auction, publication delay,
Continuous - trader exam required (if API is read/write) etc.) Market
NO YES
API EPEX - no generic email address allowed (if API is - EPEX SPOT Info (customer information) Operations
read/write) - E-learning news
2. Overview of functions(4/6)
Several
Available Mandatory Handled by
Description of the function contacts Type of message received
functions function EPEX
allowed
- contact to call and inform in case of Market Operations - Information about M7 maintenance
accepted a recall of a trade, requested by the windows
Continuous Duty counterpart of the concerned trade on intraday - Market Alerts (2nd auction, publication
Market
EPEX - contact should be one of the intraday traders NO NO delay, etc.)
Operations
- phone should be preferable a hotline number to make - EPEX SPOT Info (customer information)
sure contact can be reached

- no trader exam required -Information about M7 maintenance

Back Office User M7 - read-only user on the intraday market (no trading windows
rights) - Market Alerts (2nd auction, publication Market
EPEX - personal login/password (read-only) for ComTrader
NO YES
delay, etc.) Operations
- no generic email address allowed - EPEX SPOT Info (customer information)
- E-learning news
- function only relevant if member uses API connection - Information about M7 maintenance
Back Office User M7 to ComTrader windows
- personal login/password - Market Alerts (2nd auction, publication Market
API EPEX - no trader exam required
NO YES
delay, etc.) Operations
- no generic email address allowed - EPEX SPOT Info (customer information)
- E-learning news
- no trader exam required -no messages received
- Report user to retrieve trade capture reports from M7
backend
Market
M7 Report User M7 i.e. TC540 = member specific orders YES NO
Operations
TC810 = member specific trades
- no generic email address allowed

Contact for API IT related issues on the Continuous - Information about maintenance windows
IT Contact market - Market Alerts (2nd auction, publication
Market
Continuous API NO YES delay, etc.)
Operations
EPEX - API topics
2. Overview of functions(5/6)
Several
Available Mandatory Handled by
Description of the function contacts Type of message received
functions function EPEX
allowed
Contact for IT related issues - Information about maintenance windows
- Market Alerts (2nd auction, publication
Market
IT Contact EPEX YES YES delay, etc.)
Operations
- API topics

Neutral contact that only receives all communications - Information about maintenance windows
(EPEX SPOT Info and operational messages like - Market Alerts (2nd auction, publication
Alert Message publication delay, maintenance window, etc.) delay, etc.) Market
NO YES
EPEX - EPEX SPOT Info (customer information) Operations
- E-learning news

No access to the trading systems. Contact can request - Information about maintenance windows
information about trades and ETS results. Contact - Market Alerts (2nd auction, publication
receives ftp-login for EPEX back office server to delay, etc.)
Back Office FTP Market
download invoices. NO YES - E-learning news
EPEX Operations

Contact for API IT related issues on the Auction market - Information about maintenance windows
- Market Alerts (2nd auction, publication
IT Contact Auction
delay, etc.) Market
API EPEX NO YES
- API topics Operations
2. Overview of functions(6/6)
Several
Available Mandatory Handled by
Description of the function contacts Type of message received
functions function EPEX
allowed
Function only relevant if member wants to share the API - API topics
Automated Trading user (read/write) within the company - Information about M7 maintenance
API Team User - team/department/company login/password to the windows
system - Market Alerts (Intraday Market Halt &
EPEX (ATATU)
- trader exam required Restart, etc.) Market
NO YES
- generic email address and phone number allowed - EPEX SPOT Info (customer information) Operations
- no manual trading allowed with this API user
- automated/algorithmic trading must be done on
behalf of a community (team, department, company)

Function only relevant if member wants to share the API - API topics
user (read only) within the company - Information about M7 maintenance
Automated
- team/department/company login/password to the windows
Read-Only API Market
system NO YES - Market Alerts (Intraday Market Halt &
Team User Operations
- no exam required Restart, etc.)
EPEX (AROTU) - generic email address and phone number allowed - EPEX SPOT Info (customer information)

- Function only relevant if member uses connection to - API topics

ISV User Front M7 via ISV software - Information about M7 maintenance
- trader exam required windows
Office API EPEX Market
- personal login/password (read/write) for M7 NO YES - Market Alerts (Intraday Market Halt &
Operations
- no generic email address allowed Restart, etc.)
- EPEX SPOT Info (customer information)
- E-learning news
-Function only relevant if member uses connection to M7 - API topics
ISV User Back via ISV software - Information about M7 maintenance
- personal login/password required windows
Office API EPEX Market
- no trader exam required NO YES - Market Alerts (Intraday Market Halt &
Operations
- no generic email address allowed Restart, etc.)
- EPEX SPOT Info (customer information)
- E-learning news
3. Creation of a contact

- Select the tab ‘Contacts’ on the left side

- On the bottom of the page, tick one of these options:
- ’New person’: for a physical person
- ‘New department’: for a hotline or mailing address
- Fill in all information for the new contact; including at least 2
confidential questions for Front Office contacts
- Tick ‘confirm’

Important: to authorize this contact for trading (or other) functions,

please go to chapter ‘Assignment of functions to a contact’
4. Assignment of functions to a contact

- If the contact does not exist yet, please create it (see ‘3. Creation of a
contact’)
- Select the tab ‘Functions of your contacts’ on the left side
- Select the respective function, from the drop down list, you wish to
assign the contact to and tick on the right side ‘Add a new contact’
- Select a contact in the scrolling list
- It is possible to define another start date than proposed in the date box
- Tick ‘confirm’

EPEX will automatically receive a validation notification for your request.

In case your request is not valid, we will get directly in contact with you.
5. Assignment of high-level functions
to a contact
Authorized signatory: Please write an e-mail to EPEX Membership
(membership@epexspot.com) informing that you wish to add or delete an
authorized signatory. We will provide you with a necessary form.

Customer Center user (read only):

- Verify that the contact already exists (see section ‘Contacts’)
- Select the tab ‘Customer Center users’ on the left side
- On the bottom of the page, select a contact in the scrolling list
- Tick ‘confirm’

Customer Center user (read/write): See Chapter 4.

Once EPEX Membership validated the request, the login credentials will be sent
via email to the new user.
6. Cancellation of functions of a contact
- Select the tab ‘Functions of your contacts’ on the left side
- Select the function from the drop-down list you wish to cancel
- Tick ‘Edit this function’ in the line of the contact:
- If after modification at least one contact remains for this function:
- tick ‘Set end date’
- confirm the pop-up that appears by clicking ‘OK’
- indicate the end date in the date box
- tick ‘Confirm the end date’
- If this is the only contact for this function:
- tick ‘Appoint a successor’
- select a successor in the contact scrolling list
- Indicate the start date in the date box
- tick ‘Assign contact’

EPEX will automatically receive a validation notification for your request. In case your
request is not valid, we will get directly in contact with you.
7. Cancellation of high-level functions
of a contact
Authorized signatory:
Please see chapter ‘Cancellation of functions of a contact’

Customer Center user (read only):

- Select the tab ‘Customer Center users’ on the left side
- Choose the contact you wish to cancel and click on ‘Delete’
- Confirm the pop-up that appears by clicking ‘OK’

Customer Center user (read/write):

Please send an e-mail directly to EPEX Membership
(membership@epexspot.com) informing that you wish to cancel a Customer
Center user with read and write rights. We will provide you with a necessary form.
8. Modification of the address of a contact

This function allows you to change only the address of a single contact:
- Select the tab ‘Contacts’ on the left side
- Select the contact you wish to modify the address of and tick on ‘Edit’
- Modify the contact’s address
- Tick ‘Edit’ to validate
9. Modification of the company’s address

- In order to modify your company’s Head Quarters address and/or

Invoiced Entity address, please contact EPEX Membership
(membership@epexspot.com).
We hope you found this guideline helpful.
Should you have any further questions, please contact:

EPEX SPOT Membership

membership@epexspot.com