OVRB Transaction Map¶
Phase 4, step 4.2 (reviewed). One business transaction interface per buy/sell link in the OVRB base case. Each interface transfers value between two units — buyer's cost is seller's revenue, one shared price and quantity — and defines how profit pools between them.
A business transaction interface is one link where value changes hands between two modeled units: the buyer's cost line and the seller's revenue line must carry the identical price × quantity. Cost lines with no counterparty unit are exogenous overheads (see below), not interfaces.
The transaction interfaces¶
| # | Buyer | Seller | Good / service | Quantity basis | Price basis |
|---|---|---|---|---|---|
| H0 | RIDER | (vehicle market — exogenous) | Vehicle, one-time | 1 vehicle | purchase price (cash or financed, ADR 0004 parity) |
| H1 | RIDER | SNS | Battery swap service | swaps/day × kWh/swap | composite tariff (see H1) |
| H2 | SNS | BCS | Charged-battery availability | per swap served | availability fee (implicit degradation) |
| H3 | SNS | EPS | Energy for charging | kWh charged | $/kWh (grid tariff + backup blend) |
| X0 | RIDER | (outside ecosystem) | Delivery income | exogenous | exogenous |
Transaction interface details¶
H0 — vehicle purchase (boundary event)¶
- One-time; enters RIDER balance sheet, depreciation schedule starts.
- No counterparty BUFM in the OVRB base case (VSP only for rent modalities).
- Financed purchase: higher effective total cost; ownership still RIDER's from day one (Amendment 1, ADR 0004).
H1 — swap service (RIDER ↔ SNS)¶
- RIDER's operating cost line = SNS's revenue line. Same quantity, same price.
- Quantity driver: swaps/day (from daily energy demand ÷ kWh/swap), the ecosystem's demand anchor.
- Composite tariff: real-world swap pricing has up to three components, each weighted 0–100%:
- monthly subscription (fixed access)
- energy transferred ($/kWh)
- per-swap fee (per transaction)
- The tariff mix is a scenario dimension, not a fixed convention. For cross-unit comparability (petrol parity, price wedge), every mix normalizes to $/kWh delivered: monthly fees amortize over expected monthly kWh; per-swap fees divide by kWh/swap. The normalized figure is the comparison basis; the component weights are the pricing lever.
H2 — battery availability (SNS ↔ BCS)¶
- BCS sells availability of a charged battery at the moment of swap, not energy (energy is H3's good).
- Degradation is priced implicitly: the rider-facing and SNS-facing charges bundle wear-and-tear into the service price; it is never itemized to the customer. The financial model must still book it — inside BCS as an explicit equipment wear-and-tear accrual per EFC, offset by residual/second-use recovery (eMe function, deviation register).
- SNS margin = H1 normalized price − (H2 fee + H3 energy cost + opex/swap).
H3 — energy purchase (SNS ↔ EPS)¶
- kWh drawn ≈ kWh swapped × (1 + charging losses) — the loss factor is explicit, not hidden in price.
- EPS value proposition is anchor load (predictable nightly charging curve), not commodity margin.
- Charging location is an operational variant, not a structural one: base case charges batteries in-situ on station racks. Alternative: stations act as pure swap points (LPG-canister style) and discharged batteries are collected and charged at a central depot via shuttle trucks. Collectively every battery must be charged either way, so the transaction map is unchanged — SNS remains the single energy buyer. The variant reallocates cost lines (shuttle logistics, depot opex) and is modeled as a scenario toggle, not a new interface.
- Contract structure — PPA: the SNS↔EPS link is naturally a power purchase agreement: fixed-tariff supply against a predictable anchor load. The PPA tariff is the value-transfer mechanism; it shapes how energy margin pools between SNS and EPS.
Exogenous overheads (no counterparty unit)¶
Cost lines that appear in one unit's P&L with no modeled seller. They are inputs from the environment/parameter layer, not transaction pairs:
- RIDER: vehicle maintenance, insurance, depreciation (from H0)
- SNS: labor, property rent, station opex
- BCS: fleet rotation logistics where not bundled into H2
- EPS: generation/grid procurement cost
The price wedge (vertical identity)¶
At equilibrium, one identity holds across the chain (all legs in normalized $/kWh):
H1 price = H2 fee + H3 energy cost/swap + SNS opex/swap + SNS margin
- If H1 is market-capped (rider affordability, petrol parity), the wedge determines who squeezes whom: BCS fee and SNS margin compete for the remainder. This is the core negotiation the model quantifies.
- The composite tariff (H1) changes how H1 revenue is collected, not the identity — the wedge is evaluated on the normalized basis.
Shared state variable¶
- Utilization is set by H1 quantity (swaps/day) against SNS's integer station capacity.
- It drives: SNS break-even, BCS fleet utilization (each battery rotated per station throughput), EPS anchor-load profile.
- One variable, three consumers — modeled once, referenced everywhere (DS coupling, step 4.3).
Value-transfer check (modeling contract)¶
For any period, each interface must satisfy:
| Pair | Buyer debit | Seller credit | Must match |
|---|---|---|---|
| H1 | RIDER swap cost | SNS swap revenue | price × quantity identical |
| H2 | SNS availability fee | BCS availability revenue | price × quantity identical |
| H3 | SNS energy cost | EPS energy revenue | price × quantity identical |
Next step (4.3): demand-supply coupling spec → Delivered: DS Coupling Spec