Regulation F Development Phase 2

  • Published on Apr 25, 2023
  • 1 minute(s) read
  • Gina Magana
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Features related to the list below were deployed on October 24, 2021

For more information about each topic, please use this link to review the "Take a Closer Look" section of the "Release Notes for ACE 10/24/2021" and use the links below to review additional details related to each specific topic. To see each link, hover over a topic below the described "Need".


Need: Prevent restricted accounts from coming up in worklists

  1. Restricted accounts in worklistsRestricted accounts in worklists

Need: Restricted account tools

  1. Setup -Compliance Page (+ compliance fields for SQL, Logic & Letters/Letter Vendor)
  2. Restricted Accounts(+ restricted account field for SQL, Logic & Letters/Letter Vendor)

Need: Restricted account data workflow access

  1. Restricted Accounts

Need: A method to identify 7 calls/contact attempts in 7 consecutive days

  1. Attempted Contacts, Contacts and Connected Call "In Window" Statistics (+ "In Window" fields for SQL, Logic & Letters/Letter Vendor)

Need: Firewall restriction override for consumer allowed contact within 7 day period (prior express consent)  

*Please note: this development, originally scheduled for this Phase 2 release has been rescheduled for Phase 3 of the ACE Development Plans.

Need: A method to evaluate or clear stored calls, attempts and contacts within a window of time

  1. Attempted Contacts, Contacts and Connected Call "In Window" Statistics


SQL Designer Compliance Fields

Logic Block Fields for Compliance: Itemization, Validation Notice/Dates, In Window Contacts, Restriction and Preferred Contact