ACE Release Notes - 08/16/2020

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!

All the best,

Your friends at The InterProse Corporation

Cool New Upgrades

No Rest for the Weary Programmer!

Account Notes

Optimizations:

The loading speed for account notes has been improved.

Demographics

Language Selection:

We have expanded the list of languages available for specifying a debtors preferred language. Over 150 different options are now available. 

ETL

Original Information Form:

When loading accounts into ACE, The system often filters out bad data or modifies the format to improve readability. ACE has a new form that will show the account demographic data as it was before the system adjusted it:

Letters

Legal Letters for Multiple Defendants:

We have added the ability to show multiple defendants information on legal letters. This feature can be used on any field within the 'legalCaseDefendant' table, this feature requires some new setup within your legal letter template. Please see the "Take a Closer Look" section for more details.

New Letter Type - Payment History Letter:

A new type of letter is available, the payment history letter. The new letter type can be used to inform debtors about their past payment activity. This letter will show the entire payment history of the debtor. The loop type for this profile (used in the letter template table name) is "payment_trans_loop". You will also need to select the "PAYMENT_HISTORY" letter type in the letter profile.

Please see the "Letters - Letter Loops" article via the help>get help menu within ACE for basic instructions on setting up and modifying letter loops in templates.

Reports

Agent Time on Accounts Sliding date.

The Agent Time on Accounts report will automatically update to the current date when run via a scheduled report runner job. 

TCN

Manual Batch loading optimization:

We have improved our import process for manual and inbound TCN batches resulting in improved import times. 

Virtual Agent

Credit Card Disabled Error Message:

A new customizable error field has been created for customers that do not allow credit card payments through the virtual agent. The ' Invalid Card - Only Debit Cards Allowed' field located under virtual agent>preferences allows you to set an error message for the debtor when they attempt to pay with a credit card.

Worklists

Work Bundle:

When the 'work bundle' option is selected on a worklist only bundle master accounts will be presented to an agent working that worklist. 

Take a closer look:

Legal Letters for Multiple Defendants:

We have added the ability to show multiple defendants information on legal letters. This feature can be used on any field within the 'legalCaseDefendant' table. For this example 'informalFullName' will be the field we use. When using the multiple defendant feature on 'informalFullName' the system will return all defendants names separated by a character we specify.

The following instructions will assume a basic understanding of designing/modifying letter templates. Please see the "Letters New Letter Template and Associated Letter Profile" article via the help>get help menu within ACE for basic instructions on setting up and modifying letter templates.

From within your letter template, select the 'informalFullName' data field from the 'legalCaseDefendant' table and drag it into your template where you wish for the defendants names to be listed.

Double click on the 'informalFullName' field, an 'edit fields' window should pop up. Select 'user-defined' under format and select  'additional formats' from the drop down menu:

A new window called 'format number' will appear, select 'user defined' under category and enter the following statement in the format code field:

@delimited(the delimiter)

Replace 'the delimiter' with the text you wish to separate each name. For example, if you wanted to separate each name by comma the text line would be:

@delimited(, )

Click ok on both windows and save. When ran, this legal letter will list each defendant on a case separated by commas. 

Making Things Right

- Fixed a logic block bug when evaluating against debt flags.

- Letter Export error handling has been improved.

- Fixed a bug preventing worklists from removing bundled accounts from the work order when the bundle master was worked

- Primary agent expire date only updates via promise to pay date when the promise to pay date is further out than the current expiry date. 

- Custom SQL entered into the 'Custom SQL' field in action paths will now execute properly when the logic is used via action path. 

- Fixed a bug with accessing credit reporting vendor profiles sometimes throwing an error

- Fixed an issue preventing the 'remove from worklist' action from removing worklists off of exclusive worklists.

- SOL date payment revival now updates when transactions are loaded via ETL.

- Fixed an issue with the onAfterDebtWorklist Change not triggering

- Fixed an issue with the debt.previous_worklist_id field not populating

- Payment destination security has been improved.

- Fixed an issue with the 'next' button on the 'apply to' window when working an account.

- Fixed an issue causing TCN Scheduled Callbacks to load duplicate phone results when the import job is executed multiple times a day.