Release Notes 07/23/23

New Triggers for ITMS Opt in and Opt Out

There are two new triggers that can be used for action path workflow.

• onAfterTextOptIn is initiated when a phone number is opted in for receiving text messages
• onAfterTextOptOut is initiated when a phone number is opted out for receiving text messages

Email Reactivation

When an email address is opted in for receiving email messages, if the email address was not already active, it will now become active. The priority of the email address will not change based on reactivation.

Print Letters Via Action Code

There is a new feature which allows an agent to use an action code to print a specified letter locally. There are two new fields in the action code set up page that need to be filled out in order to use this option:

• Print Output Vendor - select only vendors in the list that work for local letter printing (pdf, Open Office, and Word are examples)
• Print Letter Profile - this is the letter that will be printed locally when the agent applies the action code

The Action Code should be labeled so that it identifies the specific letter your agents will print when using it. Action Codes used to print letters locally do not need any actions to be set.

Image Displays Output Vendor

Forms/Form Fields

When setting up Form Fields in a Form, there is a new option called “Field Visibility Role” where a “Permission Role” can be specified.

• When specified, only users with the Permission Role identified can view the form field when viewing the form from the account.
• If the “Field Visibility Role” is not populated, all users with access to the form page will be able to see the field.

Image Displays Field Visibility Role

Worklist Notes

When a worklist changes due to a primary agent change, there will now be a note indicating the worklist the account is removed from and a note indicating the worklist the account is added to.

Image Displays Worklist Notes

 

Judgment Last Service Date

Image Displays Judgment Last Service Date

 

When a judgment is rendered in ACE from a legal case, the latest last service date, from the accounts included in the legal case, will now be stored in the judgement account created.

Bankruptcy ETL Load Method

It's now possible to load bankruptcy records by including an existing Bankruptcy ID in the file to be uploaded. For example, by mapping Agency #s, the Bundle ID and the Bankruptcy ID, a bankruptcy record can be loaded to other accounts in the bundle.

Image Displays Bankruptcy ETL Load Method

 

Bankruptcy Status

A bankruptcy status of closed is now available to be set on bankruptcy records. The Manage Bankruptcy tools continue to allow the record and status to be applied to multiple bundle members at the same time.

Image Displays Bankruptcy Status

 Client Access Users Additional Authentication

There are new email and text templates available with default text for Client Access User additional authentication. This enables customers to modify the messages that client access users will receive with their authentication PIN when the customer is using additional authentication.

Image Displays Template Editor

 

 

Image Displays Msg Additional Authentication

Image Displays Additional Auth Send Method

 

There is also an additional field available in the “auth_log” SQL Designer view that can be used to report the authentication send method. See the example query:

SELECT* FROM auth_log
ORDER BY
auth_log.additional_auth_send_method;

Client Access Users will no longer see the menu for “Help” or the link for “Get Help” from the menu unless the customer has configured a separate url help link in the Client Access User interface.

Please Note

Client Access Users should continue to reach out to their application administrators for assistance when needed.

Fixed these:

• The list of templates displayed from the "Send E-mail" Class in Action Path workflow was being erroneously limited to around 20. All templates are now being displayed.
• The Primary column in the Bundle member list for payment plans was not denoting the primary account in a bundle. It is now showing a checkmark for the primary bundle member account when it has been included in the payment plan.
• In some situations consumers were receiving more than one automated response via ITMS. Now any automated ITMS response should include only a single message.
• When no payments were remaining in a payment plan, the credit card expiration date was being replaced with the current month and year. That has been corrected and now when the expiration date no longer applies due to plan completion, the date field will be blank. The expiration date will continue to show up for the duration of the payment plan.
• Client Access Users are, once again, correctly timing out of the application after a period of 15-25 minutes.
• In the email profile and template user interface, form fields added from the menu are now accurately being formatted so the data in the form fields is represented in the emails. Please Note: Multi-instance forms are not supported in email templates and only one instance of data recorded in them will be represented if a multi-instance form field is added to an email template.