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2021-01 Release Notes

Iteration: 2021-01​

January 11, 2021

What’s New?

3934 Credit Check By Date Of Birth.

3968 iCheck integration to handle payments.

4109 API function to perform a Credit Check independently of the enrollment process.

Improvements

4129 Multiple labels and texts improvements and corrections.
4158 The Plan details and documents view now open in a new tab to keep the current filters in the plans market screen.
4144, 4156 Increased Default Pricing Plan maximum length to 255 from 50.
3995 Simplified the Re-Enroll and Reinstate process.

Fixes

4124 It’s not possible to use the default email address in markets that doesn’t handle payment.
4154 Error message was showing even when the renewal was processed correctly.
4134 Several backend issues with OpsAdmin.
4155 Error when the affiliate plan inherits the parent default plan.
4184 Error when renewing an account from Rates Wizard.
¯\_(ツ)_/¯ The wizard was showing the cent sign when the price was actually in dollars.
¯\_(ツ)_/¯ The Make a Payment button was showing for enrollments that don’t handle payments in Customer Support.

Features & Fixes Details

Credit Check By Date Of Birth​

Now it’s possible to perform a credit check using the date of birth. The customer is only required to fill one of the two fields for the check to work. The Driver’s License field was removed since it wasn’t being used and to simplify the process.

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iCheck integration to handle payments​

Now OpsAdmin allows choosing between two payment vendors: Authorize.Net and iCheck. Only one can be used at the time and this can be configured in the System Setup screen:

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The payments process remains the same, except that the payment section will vary because OpsAdmin uses the forms provided by each vendor to ensure the data security.

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Note: Since all the credit card information is stored by each payment vendor, and OpsAdmin only exchanges identifiers of said information, before changing the vendor, the client must discuss with the vendor how to migrate the information, and provide Stormcrest with the new identifiers associated with the credit card information of each customer.

Note 2: The iCheck form has an authorization verbiage embedded that OpsAdmin can’t edit. To do this, each client must contact iCheck Support to request them to change it or remove it if possible. This is explained in the iCheck documentation as shown in the image below

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API function to perform a Credit Check independently of the enrollment process​

Several iterations ago, OpsAdmin gained an API to start integrating with third party tools that need to request or send information to the system. This API is currently under development, including a way to generate enrollments from other systems and send them to OpsAdmin in real time.

Currently it is possible to import enrollments generated from other systems using the sales importer, but for Texas Enrollments is still required to perform a credit check. To solve this problem, the OpsAdmin API allows performing a credit check and returns all the information to the user. This information is not stored in the system when requested, instead, the user will have to send it back together with the enrollment data and added to the system using the Sales Importer.

Simplified the Re-Enroll and Reinstate process​

Based on customer feedback, the process has been simplified by removing the dates validations. This means that now it will be possible to Re-Enroll or Reinstate any dropped account regardless of the time until the contract ends.

The only conditions that remain are the ones related to the substatus, this means that the process will be available for accounts with any of the following substatus: Pending Drop, Pending Final, Dropped, Finaled, Final.

Now that the conditions have been removed, it is the responsibility of the operator to select the right option, and to audit this under the system now logs when one of these operations is performed.