DD 3817 - CLIENT PORTAL - Client Portal/Annex Portal users can now see "Converted Notes" tab. This is controlled like any other menu item from the Security Group - Menu tab.
DD 3822 - CLIENT PORTAL - A new function was added to the Client Portal Import Files Maintenance window that allows users to use a check box to select one or multiple items to download. Once selected, the "Export" button downloads all items selected to a directory of choice. The system confirms the number and detail of each file downloaded and shows a message for any file that triggered an error.
DD 3827 - SECURITY CODE TABLE/EXECUTABLES - Arguments fields 1 to 5 have been expanded from 75 to 999 characters.
DD 4116 - FX WORK CARD/LEGAL INFO - The County of Lien field when adding a lien to a case only shows the zip codes in the County code of the Court where the lien was filed.
DD 4134 - DAILY PROCESSING/GENERATE LETTERS - Letter List report in the print queue now shows the count of all letters generated (outsource and non-outsource) by company and letter code.
DD 4205 - SYSTEM PROCESSING/IMPACT SCHEDULER - Added Phone_Pay job that sends Credit Card and ACH transactions to the payment processing vendor and updates the PHR_EPP_TRANS_ID field with the authorization code . The parameters are fromDate, thruDate, usrCode and timeZone.
DD 4206 - PHONE PAY - Billing Tree ACH_SEC_CODE will show WEB for phone pays created from the Negotiator
DD 4232 - FX SCHEDULER - Made an User Friendly message if you create a JOB with a Name already used
DD 4251 - DAILY PROCESSING/GENERATE LETTERS - A new option has been added to the Generate Letters day end process: the "Outsource Format Option" drop-down named "Bundle Word Letter PDFs" that, when selected, creates one compressed PDF bundle in zip format with all letters that qualify under the conditions defined for this process.
DD 4270 - FX WORKCARD - Now shows at the top left if account pulled is from LookUp, WorkList, Mgt Queue, DJD or Calendar
DD 4271 - CLIENT PORTAL - Fixed the space being added in the Demographic Name when New Business is entered thru the Client Portal
DD 4277 - TODAYS LATEST COLLECTOR UPDATES - The VIEW DEBTOR button now launches FX Workcard
DD 4278 - FX WORK CARD - Corrected an issue in the FX Work Card where it would cache and display unsaved updates to the Letter Series fields after the account was reloaded without saving or after looking up a new account.
DD 4288 - FX WORK CARD - Fixed stacktrace error generated when State Compliance SOD shows failed error message
DD 4290 - DEMOGRAPHICS - Added database field for dem_status_date so work flows can evaluate for it.
DD 4292 - CLIENT PORTAL - A new option has been added to the UserID: a "Display Desk" flag with options "YES" and "NO" allow users to define whether to display the Desk Code and Desk Description on the Client Portal/Annex Portal workcard when the details of an account is pulled up.
DD 4293 - CLIENT PORTAL - The Client Portal/Annex Portal now will display a Links tab if the account selected is part of a link series and if the Security Group has been configured to enable the Links option from the Menu tab.
If an account is not linked, the Links tab will not be displayed even if the Security Group has been properly configured for this function. Each link can now be selected to be opened by clicking on the desired account and display its details.
DD 4295 - FX WORK CARD/LEGAL INFO - Fixed mapping of Bank Attachment FOF File Date
DD 4296 - FX WORKCARD/WORK HISTORY - Changed CN history type description that shows on the work card history from CANNED NOTE to PROCESS NOTE
DD 4298 - CREDIT BUREAU REPORTING - Enhanced the Credit Reporting process and Client Table by adding functionality for the CBR Delay Days to be calculated using either the Last Charge Date or 1st Delinquency Date when the Creditor Class is 02 Medical/Health Care. When the Creditor Class field in the Coding tab in the Client Table is set to 02 Medical/Health Care, a drop down field with options Last Charge Date (default) or First Del Date will appear next to the Delay Days field. When the Creditor Class field is not 02 Medical/Health, there will just be a label next to the Delay Days field indicating that it is based off of the Referral Date.
DD 4300 - STRATEGY ON DEMAND - Enabled user to evaluate and update with Today's Date +/- number of days
DD 4305 - NEW DEBTOR PROCESSING - The New Debtor List Report now displays the count and referral amount for any of the following post statuses:
- ""Dup Invoice”
- ""Cls Dup
- ""Cls Sus Dup”
DD 4313 - USER DEFINED WINDOWS - The issue of field validation not properly working in the FX workcard has been resolved. Now, when field validation is defined, only the value(s) configured are allowed. Field validation is case-sensitive.
DD 4319 - COMMANDLINE - Added EDI Export capability
DD 4320 - FX WORK CARD/LINK LIST - When an account is already linked and it is being added as a new link, the message will show "Account is already linked to master. First remove link from the master."
DD 4326 - DESK TABLE - Extended desk alias field from 30 to 100 characters
DD 4328 - FX WORKCARD - Fixed stacktrace error when status code description and dept ode become null
DD 4329 - CREDIT BUREAU REPORTING - For accounts that have not been reported before and the Date Opened/Referral Date is 09/15/2017 onward, the Date of Birth is now required. It will not affect the accounts that have been reported before without Date of Birth. Added exception reason when demographic is a minor. Exception that will show is "DOB is a Minor (yyyymmyy)"
DD 4334 - USER ID TABLE - Corrected an issue where changes to rows 6 and greater in the Client Access grid on the Client Access tab in the User Id table were not being written to the Audit Trail.
DD 4338 - FX WORKCARD/PAYMENT ARRANGEMENT - Now writes to PPG table again even if PPA is on one link only. This will highlight the account in the link list in blue.
DD 4339 - SYSTEM PROCESSING/UPDATE DEBTORS WITH RESULT CODE - If link is in a payment arrangement, update debtors with result code will not unlink if the result code is setup to remove link.
DD 4341 - LETTER TABLE - WORD letter has been fixed to not show the Links_Start Links_End special formatting on the letter setup if the letter is requested from a single unlinked account
DD 4348 - CLIENT PORTAL/NEW BUSINESS WIZARD - Last Charge Date field now shows the format accepted and throws error message if incorrect format is used.
DD 4349 - STRATEGY ON DEMAND - Corrected an issue in the Workflow Manager when using a CLTUPD activity type SOD when defining an update object to update the CLT_CONSOLIDATE_TO field it was incorrectly displaying a date picker to choose the update value instead of a text field.
DD 4352 – EDI TOOL - Processing on the TRANSACTION EDI IMPORT has been adjusted to write to the TRIPHL file and debtor/account number that is in the imported file and not also in the database so that a complete list of entries in the file is available for custom reporting from the ADHOC.
DD 4354 - EDI TOOL - When no records are imported from New Business and Transaction EDI Import, a no record imported message will show.