11/13/2022 ACE Release Notes; in this issue...

Email Bundle Group

Restart Letter Series via Action Path

Account Form ETL

LiveVox Client Specific Click to Dial Service ID

Text Message Status

ITMS Text Message Search

Email Letter Document Attachment

RP Account SOL Revival

State Change Trigger

-- Followed by Behind the Scenes Improvement, Features and Fixes --

The option to archive accounts has arrived!

Check it out in a special "Behind The Scenes" section

Each month we add new features to the ACE application, make improvements to existing features and fix problems that have been identified.

Attention:With all of the optimization we've been working on, we expect the downtime for deploying the release updates to take up to 2 hours to complete.Please keep this in mind when deploying.

Thank you.

Cordially,

Your friends at The InterProse Corporation

Email Bundle Group

Previously, an email profile could be used for bundle group emails but would default to one of the bundle groups associated with the active account. An email profile can now be associated with a specific bundle group.

Account Form ETL

There is a new ETL Import Load Method for Account Forms. It can be used to load form data to account forms.Please note:for conversion purposes, there are options to bypass triggers and suppress notes when using this ETL Load method.

Restart Letter Series via Action Path

In August we published a new option to restart a letter series (from the account page) that had previously been stopped. Now the option to restart a letter series is also available through action path workflow.

1. The letter series to be restarted will need to be specified
2. A delay needs to be entered identifying the number of days to wait before scheduling the first letter in the series; the number of days can be zero

Text Message Status

The Text Message Status can now be updated using the ETL Load Method for Phone Numbers. Text Message Status can be OPTED_OUT, OPTED_IN, OPT_IN_REQUEST or OPT_IN_REQUESTED.

Email Letter Document Attachment

Documents can be selected manually for attachment now on letters that are emailed using the Email Vendor.

LiveVox Client Specific Click to Dial Service ID

If a customer wants to use client specific service ids in place of the default LiveVox Settings Service ID, that can now be accomplished using a client form. The following must be true:

1. The Form Config Type = CLIENT
2. The Form Identifier = LIVEVOX
3. The Form Field = SERVICE_ID
4. The form field for the client must be populated
5. The service ID used must be set up in LiveVox

RP Account SOL Revival

Now when the SOL (statute of limitations) date is updated due to a payment being received, the SOL date for the other RP (responsible party) accounts will also be updated.

State Change Trigger

There is a new trigger that can be enabled and used for statute of limitation (SOL) action path workflow when a state changes on the first priority primary demographic address.

ITMS Text Message Search

In the Utilities menu, you will now find a Text Message Search page where you can locate ITMS text messages by account number, assigned agent, a sent date range, the account phone number, the text status and text in the message. Wild cards (% or *) can be used with a portion of the message to find texts. The searched text in the message field is not case sensitive. For example, %SPEAK% can be used to find a message of "Hello. I'd like to speak to someone."

Behind the Scenes - Data Archiving

We are introducing a new feature that will allow InterProse customers to archive data stored in ACE. The settings and choices you make may result in the permanent loss of data, therefore extreme caution should be taken when archiving data. Only administrative users you have authorized to remove data should set up and use these options.

The job task includes the selection of a logic block to choose accounts to be archived and the selection of note types that will be archived in conjunction with the accounts being archived.Please note:after archival, unselected note types and a significant portion of extraneous data related to archived accounts will not be stored and will not be available to retrieve.

Using the option to archive debts will be particularly useful to customers with large volumes of historic data that is not needed and can result in improved performance.

Please review the description of this job task for additional details and reach out with questions if you have them before using this feature.

Archived accounts can be searched for from the Accounts Search page by using the new option for Archived = "All" or "Archived Only". After searching, archived accounts will be listed under the heading of "Archived Debts". If "All" is used in the search, non-archived accounts matching the search will also be listed under a separate heading of "Debts".

As a safety precaution, accounts with active payment plans cannot be archived until the payment plans are deactivated.

Invoices that include debt transactions that are deleted as part of the archival process will not be affected but should not be regenerated.  A notice is displayed when viewing invoices containing deleted transactions associated with archived accounts.

Reports (including custom reports) and dashboards that use the client_summary and client_summary_by_placement tables will not be impacted.

Behind the Scenes - Enhancements/Efficiency

We continue to put emphasis on system wide improvements to help all of our customers work more efficiently in ACE. Below are some areas we have continued to optimize and improved this month.

Three fields; last_activity_date, last_accessed, and last_accessed_by have been moved from the debt table to a debt_stats table. Access to the data does not change for end users, but this data move will increase efficiency when the application is accessing the data in those fields.

Contact window statistics are scheduled to be refreshed with the Launch Date Triggers job. The job task for this is now more efficient. Please Note: changes to contact window details that are not applied or saved to an account are not expected to refresh restriction status. Please be sure to save changes in order to initiate contact window statistics changes.

Several areas in our code have been analyzed and optimized to improve performance including ELS letter exporting.

To isolate job tasks that are taking longer than others, there is now an option to "Log Task Time" in the job settings. Please be sure to save this change prior to running the job and disable it to reduce extraneous messaging or bandwidth impacts when you don't need to log task times.

Fixed it!

• Accounts assigned per History Analysis and SQL results are now matching -Please note: the current month's assigned accounts are not included in the core Assignment History Analysis report
• The action path option to send demographic email to all opted in addresses is now fixed and working
• The ETL account assignment loader was unable to be used to load scores to some account score fields; that has been fixed
• The onAfterDemographicAddressChange trigger functionality has been replaced by the triggers for onAfterDemographicAddressInsert and onAfterDemographicAddressUpdate so workflow can be set up to be triggered separately after accounts are loaded
• We discovered some active triggers were associated with itemization data failing to be loaded via the account assignment ETL loader; a fix has been put in place
• An account itemization date and date source can be loaded from a file with assigned accounts via the account assignment ETL loader
  • In their absence, the default date source in the client profile will be used so long as the date it points to exists when the account is loaded
  • An itemization date source identified in the file will take precedence over the client default date source even if the itemization date isn't specified in the file and as long as the date source identified is loaded to the account
  • If itemization date and/or date source are not included in the file and defaults are not specified in the client profile, other itemization data will still be loaded if it's mapped in the account assignment ETL loader; the next time the itemization page is saved, there will be a prompt to populate the missing required data
• The view letter log can now be sorted by the debtID column
• For clarification, a message when cancelling letters from the view letter log has been updated from "Status must be pending" to "Sent status must be pending"
• A next work date change can now be saved/applied at the same time a promised payment is saved/applied to an account
• A change note will now be stored when adding an exclusive worklist to an  account so the previous exclusive worklist will be visible in the note; a debt note will be stored when a non-exclusive worklist is added or removed
• When a client invoice credit impacts the ledger, the invoice payment amount will be reduced by the same amount to prevent the appearance of duplicate amounts in the client ledger
• A problem with the handling of PayNSeconds NSFs has been fixed
• The duration column for phone log records was appearing as zero because it was stored in milliseconds; it is now stored in whole seconds
• Liquidation reports have been updated so responsible party data is no longer duplicated
• A fix has been put in place for agent assignment of imported TCN phone logs
• The onBeforeAccountView trigger was not firing consistently and has been fixed
• Users without the permission to load documents to accounts no longer see the document upload section
• A column for debt ID was added to the email log list