ACE Release Notes - 1/17/2021

Hi (oops, I don't have your first name in our database!),

Below are the updates and fixes we will be pushing out to all of our customers. 

We can’t wait to deliver further improvements to you in the months ahead!

We are expecting the downtime for deploying this update to be ten to fifteen minutes.

All the best,

Your friends at The InterProse Corporation

Cool New Upgrades

New Vendor Integration

InterProse is excited to announce a new vendor API integration with Intelligent Contacts. Intelligent Contacts offers a variety of products, and the one we have integrated into ACE to complement our customers' business needs is their dialer functionality. With a modern interface, extensive reporting tools, and solutions that facilitate everything from click-to-dial, power dialing, and predictive dialing, if you are looking for a solution, we recommend checking them out. 

Their team participated in a Vendor Showcase Webinar with us last year and this link will take you to that recording: 

Account Notes

Worklist View Note:

We have updated our account view notes to show what worklist a user was working from when they viewed account.

ETL

SSN Validation Improvements:

(Special thanks to John Brown at Creditor Advocates, your assistance was instrumental in the success of this feature.)

Our SSN validation announced in the November Release notes has been expanded to include additional criteria:

• Repeating digits (ie - 000000, 111111, 222222, etc)
• Repeating digit pairs or groups (ie - 121212, 123123, 333-22-4444, etc)
• Sequential digits (ie - 123456, 456789, etc)
• Starts with 000, 666, or 9 or middle 2 digits are 00
• Same SSN for 20+ individuals (ie - SSN 472-11-9916 for Bob, Mary, etc) supplied by a client
• Length shorter than 7 digits or longer than 9 digits

Please remember that the option for SSN verification has to be enabled in the ETL profile. 

Improved JR/SR parsing on ETL. 

ACE can now parse and assign JR/SR from a unified name.

Transaction ETL Profile:

The primary agent field has been enabled for the transaction load method.

ELS

HTML in Email Opt-in/out:

HTML can now be used for formatting ACE's default Opt in/out messages.

Mass Opt-In:

It is now possible to mass opt in all accounts under a client for ELS, or a set of accounts via action path. This option can be enabled in the client profile. Turning on the opt in setting does not affect existing accounts under that client, only new additions after it is enabled. If you wish to opt in existing accounts under that client you will have to use the 'Set ELS Status' Action Path.

Legal

Legal Co-Maker Demographic:

If a legal case is created with a co-signer option selected, the any co-signer demographic on the account will carry over into the judgment account when it is created.

Garnishment Demographic:

When creating a garnishment a new dropdown menu will be available allowing you to select the most relevant demographic instead of re-entering the information.

Cancelling Legal Accounts:

When a judgment account is cancelled any associated non judgment accounts will automatically cancel with it.

Payment

Payment Plan Schedules:

We have added three new schedules to select from when creating a payment plan. These schedules align with expected SSI and SSB payment times ( 2nd,3rd, and 4th Wednesday). 

 Permissions

Phone Recording Permission:

A new permission related to viewing phone recordings on an ACE account. In order to listen to or see the duration of a phone recording the user must have the 'PHONE_LOG_DOCUMENTS' permission. Any users who could previously view recordings will automatically have this permission.

Reference Number View/Edit:

Permissions have been added to regulate whether a user can modify or view the reference number on accounts, The new permissions are:

• ACCOUNT_REFERENCE_NUMBER_INSERT
• ACCOUNT_REFERENCE_NUMBER_UPDATE
• ACCOUNT_REFERENCE_NUMBER_VIEW
• ACCOUNT_REFERENCE_NUMBER_REQ

Post Payments to Cancelled Accounts:

Any user with the 'ACCOUNT_LOCKING' permission will be able to post payments to a cancelled account, this can be useful for handling overpayment against a cancelled debt.

Bundling

Propagation:

The fields available for propagation when bundling accounts has been updated to include all types of demographic information.

Triggers

Additional SOL Triggers:

Two new triggers have been added, 'onSolDateChange' and 'onSolDateElapsed'. onSolDateChange Will fire when any aspect of the system changes an accounts SOL date. onSolDateElapsed will activate when an SOL date assigned to an account passes.

Texting

Mass Opt-In:

It is now possible to mass opt in all accounts under a client for text messaging, or a set of accounts via action path. This option can be enabled in the client profile. turning on the opt in setting does not affect existing accounts under that client, only new additions after it is enabled. If you wish to opt in existing accounts under that client you will have to use the 'Set Text Msg Status' Action Path.

Users

Default User Filters:

By default the user page (seup>users) now automatically filters out inactive or locked users. If you wish to see locked/inactive users, clearing out the search criteria in the upper right will make those accounts visible again.

Credit Reporting

Equifax Specific - Reporting Cancelled Accounts:

Previously when credit reporting a cancelled account ACE would report a value of zero in the outstanding balance amount field, now we are sending the cancelled amount instead. 

Take a Closer Look

Making Things Right

- Fixed a bug with copying multi instance forms.

- Made it so client access users cannot be selected from primary agent drop down menu.

- Fixed an issue where creating/editing custom forms could cause an error.

- Fixed an issue where searching for accounts by state using lower case letters would not return a result.

- Fixed a bug that sometimes prevented original demographic information from being created when an account was loaded via ETL.

- Fixed an issue causing the account counters in the worklist drop down menu to be inaccurate.

- Fixed an error that would sometimes occur with the user activity report.

- Removed the ability to reverse or return an unread transaction.

- Removed the ability to manually assign a blank status code to an account from the account page.

- The job task 'Documents: Transfer From' has been updated to use the Security Credentials section.

- Fixed an issue that allowed client access users to see accounts they did not have  a data role for if they were bundled with an account they could access.

- Fixed an error that was preventing users from deleting alerts generated on cancelled accounts. 

- Fixed a bundling issue the sometimes occurred using the 'Name All Demographics' criteria.

- Improved how dashboards handle split commission data.

- Fixed an issue causing inventory reports to show age related fields as zero.

- Fixed error that occurred when hitting next on a cancelled account.

- Fixed a bug that was causing the system to notify users a file was dropped into a folder when no file was actually generated.

- Fixed an issue that caused small balance write-offs to sometimes make an account negative.

Join the ACE User Forum in Slack^® Today!

Recently, InterProse chose to partner with AccountsRecovery.net to leverage their FREE industry Slack workspace offered to the ARM industry. We saw this as an opportunity to not only bring a modern user forum format, but also encourage our customers to engage more in the in the excellent resources AccountsRecovery.net provides its readers and content sponsors. 

Just like all of the webinars provided through AR.net, there are no costs associated with this Slack application and the forum is run by ACE users, for ACE users. Click the link below and ask Mike Gibb or Aaron Reiter through the Slack platform to add you to the private #InterProse channel!

https://join.slack.com/t/accountsrecovery/shared_invite/zt-ko1rav47-60SqQYEnSSWnUauKi7tFaQ