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The obligator workspace

Track dossiers submitted on your behalf, filter by status and operation, export — and manage your company profile.

Audience · Obligators (energy suppliers) /obligator-dossiers

As an obligator, you fund the CEE programme: installers submit their dossiers and iverif validates them on your behalf. Your workspace has just three menu entries — Dashboard, My Cases, My Profile — giving you visibility without exposing internal configuration.

The “My deposit dossiers” page lists the dossiers attached to your company: free search, filters by status and operation, a confidence score per dossier, and an “Export CSV” button for your reporting. The dashboard summarizes activity (active dossiers, approved this month, pending, total kWh Cumac) with a preview of recent dossiers.

From the dashboard's “Performance summary” card, the “View analytics” button opens the Analytics page: approval rate, average processing time, generated kWh Cumac, status breakdown and dossiers per operation. Finally, “My Profile” opens “My company”, organized in three tabs: Company (details, SIRET/SIREN, main contact), Notifications and Account.

Screenshots

“My deposit dossiers” page: search, status and operation filters, Export CSV button.
The list of dossiers attached to the obligator's contract, with search and filters by status and operation. Demo account has no dossier at this date: the list shows empty.
Analytics page: five key indicators (total, approval rate, approved, average time, kWh Cumac) and breakdown charts.
Analytics consolidates programme performance: approval rate, average delays, generated kWh Cumac, breakdown by status and operation.
“My company” page: Company, Notifications and Account tabs, obligator company details (SIRET, address, status).
The profile gathers company details (name, status, SIRET/SIREN, address, main contact), notification preferences and the user account.

Steps

  1. Open “My Cases”The “My deposit dossiers” page lists every dossier submitted on your behalf, with its status.
  2. Filter by status or operationCombine free search, status filter and operation filter to isolate a campaign or pending dossiers.
  3. Read the confidence scoreThe colored indicator (green ≥ 90%, yellow ≥ 70%, red below) summarizes each dossier's automatic compliance.
  4. Export your dataThe “Export CSV” button generates your programme tracking file, usable in your internal tools.
  5. Analyse your performanceDashboard → “Performance summary” card → “View analytics”: approval rate, delays, kWh Cumac and detailed breakdowns.
  6. Manage your profileIn “My Profile”: the Company tab shows your details, Notifications tunes your alerts, Account manages your password.

Glossary

TermDefinition
Confidence scorePercentage of automatic rules passed on a dossier — a quick indicator of its compliance.

See also