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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