ACE Release Notes - 08/14/2022

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

Every month we are adding new features that improve the overall speed and efficiency of the ACE application. If you or your staff notice improvement in certain areas we'd love to hear confirmation that our efforts are moving in the right direction!

Attention: We are expecting the downtime for deploying this update to take up to 60 minutes to complete. Please consider this when deploying.

All the best,

Your friends at The InterProse Corporation

Cool New Upgrades 

Active Letter Series

When ACE prevents a second letter series from being scheduled for an account a notice will now be seen indicating the consumer already has an active letter series. 

Opt in for Email or Text from Payment

Enrichment Data

Inventory Designer

Email and Text Notes

Take a Closer Look 

Reporting Debt Stats

The fields that can be included in the debt_stats table from SQL Designer are as follows.

Letter Series

When a letter series has been stopped before the final letter has been sent, it can now be restarted at a later date.

After selecting "Restart Letter Series", the series can be selected and an option for a "Delay Before Restart" will be available.

Once the letter series is restarted, it will behave in the same manner as an original letter series. The pending letters in it can be viewed from the left sidebar and notes will identify any scheduled or sent letters.

Virtual Agent Payment Plan Authorization

We're always looking for ways to improve the ACE experience and reduce risk for our customers. Wouldn't it be nice if consumers could authorize their payment plan and enter their own payment credentials in the Virtual Agent?

Now a consumer can be redirected by the agent (via email or text) to the Virtual Agent to do just that!

1. Set up a payment plan

2. Choose a secure Plan Type (Payment Destination)

3. Create the Payment Schedule - there is no need to enter payment credentials, but there will need to be an email address (or phone number for text method) associated with the account's primary demographic or in the payment plan's "Card Information"

4. Click the Auth Request option (for email or text)

4a. The payment plan will now be a "Pending Plan" on the account page

5. The consumer will receive an email with a link based on the profile set up with the payment destination (see #4 in the list of prerequisites above the process steps)

6. The consumer be automatically logged into the Virtual Agent and will be presented with the payment plan schedule (you may choose to include a node between the Authorization "Start" node and the "Payment Plan" node when setting this up in the Virtual Agent).

7. After clicking "Next" from the Virtual Agent Schedule page, the consumer will be presented with the Payment Information page where they can fill in payment details and credentials.

8. After entering credentials and clicking "Next" from the Virtual Agent Payment Information page, the consumer will be presented with the Authorization page where they may print a copy of the payment schedule before clicking "Authorize".

9. After authorizing the plan, the consumer is presented with confirmation that the plan was scheduled and an opportunity to print the confirmation.

9a. The authorized payment plan will now be an "Active Payment Plan" on the account page.

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