Regulation F Development Phase 6

Features related to the list below were deployed on December 19, 2021

Reg F Development originally scheduled items for Phase 6 not listed below have been scheduled for a future release

 For more information about each topic, please use this link to review the "Take a Closer Look" section of the "Release Notes for ACE 12/19/2021" and use the links below to review additional details related to each specific topic. To see each link, hover over a topic below the described "Need".

 Need: Els/Email opt-out link

1. ELS/Email Opt In/Out Links

Need: Simplified agent opt in method for communication channels (email, text, phone & letter)

1. Multi-channel Quick Opt In or Opt Out

Need: Simplified opt in method when payments are taken

1. Email and Text Opt in With Payment Entry

Need: The ability to recalculate itemization balances

1. Recalculate Balances

Bonus Reg F development with this release

Bonus: Bonus: Client Access User - Simplified Itemization Entry - "Enable Itemization" = true with "Enable Itemization Transactions" = false

Bonus: Load Itemization Field Balances in Place of Itemization Transactions 

Bonus: Option to Disregard Compliance Rules at the Client Level

Bonus: Client ETL Update Capability

Bonus: A Change to the Firing of Mismatch Triggers (see "Release Notes for ACE 12/19/2021"

 SQL Designer Compliance Fields

Logic Block Fields for Compliance: Itemization, Validation Notice/Dates, In Window Contacts, Restriction and Preferred Contact