Below are the updates and fixes we will be pushing out to all of our customers.
You won't want to miss the "Closer Look" section where we introduce the ability to archive job logs and a new Virtual Agent node that will allow consumers to upload documents!
In addition to the Email and ELS upgrades you'll see specified below, we have also synchronized the rest of the available Letter Database Layout fields so they are available for Email/ELS profiles and vendor export templates.
Attention: We are expecting the downtime for deploying this update to take about 30 minutes to complete, but it could take a bit longer. Please consider this when deploying.
All the best,
Your friends at The InterProse Corporation
Cool New Upgrades
Jobs
The accuracy of the job progress bars has been dramatically improved for all core job tasks. In addition, the ability to "Stop" any core jobs that is running is also substantially improved.
When a SQL or Inventory Designer report is available to the Report Runner: Client job task, there is now an option available to send the report explicitly to the Client's primary contact or secondary contact.
There is now an option to "Skip Transfer Logging" when using the "Accounts Documents: Transfer From" job task which is expected to reduce load times.
Email/ELS
Patient demographic fields are now available to be added to email profile templates.
State fields are now available to be added to email profile templates.
Formatted fields are now available to add the dates for "today", "yesterday", "tomorrow" and the "current month" to email profile templates.
A bundle group loop is now available to be added to email profile templates. The emails sent using the ELS profile will reflect bundle group results as follows:
The bundle group results selected for manual emails
The bundle group results of the account in context when the email is scheduled via action path workflow
Please Note: Your bundle group to be used must be selected with your associated letter profile.
Permissions
A permission,"ACCOUNT_APPLY_TO", has been added to the "Agent" and "Menu_Accounts" permission roles.
By default, this permission enables users to use the "APPLY TO" option to apply an action to other accounts in the bundle from the account page.
To prevent users from being able to use the "APPLY TO" option and ensure others are still able to use the option:
The "ACCOUNT_APPLY_TO” permission will need to be removed from any permission roles where it exists.
The same permission will then need to be added to permission roles assigned only to users who should have the ability.
Please Note: Users with appropriate permissions to bankruptcy, dispute or payment collector tools are still able to apply those actions to other accounts in the bundle.
ETL Loaders
The accountnotetype can now be set when loadingnotesusing theNotesload method. To identify the "Type" to load, review the "Type" column in theNotessection of the account page. A search for "DebtNoteTypes" under Help -> Get Help will also return a list of debtnotetypes that can be mapped to type and loaded using theNotesload method.
Please Note:InterProse does not support loadingnotesafter conversion because thenotedate will be the date thenoteswere loaded.
Invoice Profiles can now be loaded using the Clients load method with the Invoice ID or Invoice Identifier.
Please Note: Using overlay with the Clients load method with a blank invoice profile id will not remove existing invoice profiles.
Bundle Related
Data stored in standalone forms can now be copied to more than one selectable bundle member account at the same time.
JavaScript can be used to setpendingbundle members. Here is an example using the ETL Account Updates load method.
SQL Updates
ClientNotescan now be reported using the SQL Designer.
Take a Closer Look
Export Account Documents Job Task
There is now a job task called "Accounts Documents: Transfer To". Using this job task, account documents to be transferred can be selected based on a combination of Logic and File Mask.
Accounts found based on logic that don’t have a matching mask will be included in job log messages but won’t be transferred.
Job log messages will indicate each account with no account documents found.
Log messages will be included for each account with documents that are transferred for found accountsunless“Skip Transfer Logging” is checked.
IMPORTANT:
In order to prevent account documents from being transferred again every time the job is used, the job task’s Account Flag must be used in the logic condition to exclude accounts already flagged.
When reusing accounts during testing of this setup, be sure to remove the flags from the accounts between tests (so they don't get excluded by the logic).
Archive Job Logs Job Task
Job log history and job log messages can now be archived based on an age in days or years. When this data is purged using the job task "Portal: Archive Job Logs" job task, two files are created as follows.
A JobLogs zip file with a DebtLogs csv file including the log history
A JobLogMessages messages zip file with a DebtLogMessages csv file including the message history
Please Note: When considering the use of this job task, please use caution and plan accordingly. If data is erroneously removed, a SOW will be required to replace the data and the archived files must still be stored in ACE in their original state.
Virtual Agent Document Upload Node
There is now a Virtual Agent node (DOCUMENT_UPLOAD) available that allows a consumer to upload documents to their account.
Please Note: There is set up required in order to set up and validate this type of new node. The images below are for illustrative purposes only and should not be reproduced without guidance from support. Time and materials will apply.
Making Things Right
Fixes or enhancements have been applied in the following areas:
Fixed ability to deactivate current address
Duration on job task no longer truncates days
Progress no longer exceeds 100% when job task takes longer than 24 hours
Contacts now correctlyupdatevia API to LiveVox for the addition or change of a phone number, email address or address
METRO2 File now correctly displays single character client collection type
METRO2 credit reporting when date opened field is null to show a better error message in the place of "unknown error"
Fixed account mixing from dispute page
Fixed for a Livevox field (B Active) that needs to be set via API -- contacts already updated to LiveVox can be fixed by running the Dialer: LiveVoxUpdateContacts job task
Clientnotesare no longer being repeated
Users are no longer being logged out erroneously when switching between browser windows while the account page is loading
Fixed so text logs shows text history as expected
Fixed the debt returned by formAccountView.getDebtID()
Fixed so Letter Export column for ETL defaults to false
