Generating QR Code for Auto-Login Link to Virtual Agent

This guide outlines the process of inserting a QR code for auto-login link to VA or VA 2.0 within local print letters.

Benefits of the Auto-Login Link

With the Auto-Login Link, consumers can:

• Make payments

• Access payment history

• View account details

• Submit disputes and documents

Consumers are required to register an account if they wish to create a payment plan.

Note

The QR code is generated by integrating the virtualAgentLoginQrCode field into letter templates.

Setup Overview

1. Download a fresh copy of the ACE Letter Data Source and re-register the database.

2. Create a new letter template or modify an existing one.

3. Insert the virtualAgentLoginQrCode (found in the debt table).

4. Upload the new/modified templates in the Letter Profiles.

5. Test the QR Code.

Download a New Copy of the ACE Letter Data Source

For detailed instructions, refer to Configuring the Letter Data Source documentation.

1. Open any account in ACE to allow for testing and template validation.

2. Navigate to Help → Layout → Letter Data Source.

3. Click on "Download Letter Data Source"

4. Save the downloaded file (default name: ACE.ods) to your computer.

Register the Database

1. Open LibreOffice: File → New → Database

2. In the Database Wizard:

   1. Choose “Select Database” on the left section.

   2. Select “Connect to an existing database” and choose “Spreadsheet.”

3. Follow the prompts:

   1. Next → Browse (select ACE.ods) → Next → Finish.

   2. Change the file name to "ACE.ods" and remember its location.

   3. Go to File → Exit to conclude your session.

Create New Letter Template or Modify Existing Letter Template

To modify an existing letter template:

1. Go to Setup → Letter → Profiles.

2. Select the Letter Profile.

   1. Click on the cloud icon to download the template in the Template File Field.

3. Open the Template in LibreOffice.

4. Go to View → Data Source

5. Select the database and click on tables:

   1. Locate and click on ‘debt’

   2. Scroll through the table and locate virtualAgentLoginQrCode field

   3. Drag the field into your template

6. Go to File → Save.

For comprehensive documentation refer to:

• New Letter Template and Associated Letter Profile

• Locating Fields to Add in the Letter Template

Upload the modified letter template

1. Go to Setup → Letters → Profiles.

2. Select the Letter Profile:

   1. Click Choose File to upload the modified letter template.

3. Save

Testing the QR Code

1. Open a test account.

2. Go to Letter Actions on the Account Sidebar.

3. Select Send Letter.

4. Select the Letter Profile template to test (e.g., QR Code Letter for Auto-Login Link).

5. Locate the Options Section:

   1. Select PDF for the Output Vendor

   2. Click Print

6. Review the PDF and scan the QR code to test.

Tracking The Source of Virtual Agent Linking from QR Codes

The Source and Source ID fields can be found in SQL Reports for tracking and analysis purposes.

When a QR code is used from an ACE local print letter:

• The Source field will store “LETTER” and the Source ID field will store the unique account Letter ID.

• These details will be stored in the virtual_agent_session and payment_plan tables/views if a payment or payment plan is set up during the session.

Note

When a consumer logs in with the QR Code and does not complete the log in authentication (in this example, with DOB), the VA session record will still be created.