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2022-09 Release Notes

Iteration: 2022-09​

August 12th, 2022

Whats New?

\(＾▽＾)/ Enrollments API

Improvements

5141 New security protocol for MiniSQL (ECI Billing System)
\(＾▽＾)/ Added a MyAccount feature to disable recurring billing when it is optional
\(＾▽＾)/ Adjusted some typos on Plans Manager and Acceptance Options Manager.
\(＾▽＾)/ Adjusted default background color and font for Acceptance Options.
\(＾▽＾)/ Removed some unused fields from Plans Manager.
\(＾▽＾)/ Performance Improvements: Removed unused code, especially from the Enrollment Details Page.
\(＾▽＾)/ More improvements for User Roles UI and functionality.

Fixes

5120 Adjustment for Transfer of Service transaction to avoid submitting the enrollment to the billing system if there was an error during the process.
5126 Fixed an issue where the customer's SSN had some digits removed.
5150 Fixed an issue that caused the customer’s SSN to be submitted with extra characters.
5132 Adjusted MyAccount logic to retrieve Billing/Payment data from the customer's accurate account when the same LDC is shared by multiple accounts.
5138 Fixed an issue that prevented the user from linking accounts.
¯\_(ツ)_/¯ Corrected a validation under Plans Manager that would not allow entering a zero value for the Cancellation Fee field.

Features & Fixes Details

Enrollments API​

This release adds to the API the necessary methods to send enrollments from third party systems to OpsAdmin in real time. The process can be split in 3 steps: Getting plans, validations and extra queries, and finally: Submitting the enrollment to OpsAdmin. Below is an approximate description of the methods that this API offers:

  • GetPlans: Returns a list of available plans based on the indicated utility ID, customer type and promo code (optional).
  • GetPlanById: Returns a detailed plan that includes the following business rules:
    • General rules: Requires credit check, requires deposit fee, deny service under specific score and LDC validation number.
    • Customer field validations: Used to validate required fields.
  • GetPlansInBulk: Returns a list of plans with extra information to store locally. This method is meant to be used once or twice a day to cache all the plans for better performance.
    GetUtilities: Returns utilities with available plans along their respective codes and zip codes. This information should be used when requesting plans: RequestAddressFields, GetCustomerNameKey Market information.
  • GetCreditCheck: Allows performing a credit check.
  • GetESIIDByAddress: Only for the Texas market.
  • PostEnrollment: A single method where all the required information must be sent to create the enrollment. Some validation that happens during the web enrollment process/Quick Enrollments, like checking if the LDC is already associated with an account, will be made at this moment instead of having separate API methods. For the case of required payments, the enrollment will be stored as “On Hold”, so the user should be able to finish the process by either accessing MyAccount or implementing the GetRedirectPaymentURI method. It’s similar to the Sales Importer excel file process. Some validations performed in this method: Is a critical care customer? Does the enrollment exist in OpsAdmin? Is the customer above 18 years old? Is the email address repeated? Can the credit check be bypassed or is a deposit required?
  • GetRedirectPaymentURI: Returns the url of the payment iframe. This option is used to maintain PCI compliance. This method can be called by indicating the account number (LDC or ESIID) and enrollment id returned by the PostEnrollment method

The API methods that use other services (credit check, ESIID search, payments) are not mandatory. In most cases if the company using the API has a similar service implemented or is given the corresponding credentials, can use their own solution and then send the required data.

New security protocol for MiniSQL (ECI Billing System)​

Improved the database connectivity with Mini SQL to enhance security. This improvement is only for those customers using ECI as their primary billing system.

Disable recurring billing when it’s optional​

Currently, OpsAdmin doesn't have a MyAccount option to unsubscribe from Recurring Billing when this is optional. With this new release, MyAccount has the option to Unsubscribe. This button can be found at the bottom of the Payment Method dropdown. When the user hits "Unsubscribe", the transaction is submitted to the ESG Billing System.

This option won't be visible when autopay is mandatory. Also, this functionality has not been tested because the ESG Testing Environment has been unreachable since this development was started.

More improvements for User Roles UI and functionality​

A few more roles have been adjusted as part of the review process of all the existing OpsAdmin roles. The list below only includes changes that affect the access to certain screens. There are other roles that only have been renamed for better organization, but those are not listed here

We strongly advise reviewing the role groups because after all these corrections, some users may have gained or lost access to some screens/functionalities.

Added roles:

  • Added Sub Menu Logs role to access, search and export Log History screen. It’s the same role used to enable the View Log option in enrollment manager.
  • Added List Logs Structure role to the log structure screen.
  • Added List_Log_Files role to the log files screen.
  • Added List_LogType role to the log types screen.

Updated roles:

  • Replaced Edit_LogType to Add_LogType in log types screen.
  • Replaced Add_Enrollment_Customers with Quick Enroll for the New Enrollment function in Customer support since it simply opens the Quick enrollment screen.

Removed roles:

  • Removed Sub Menu Etf Bill Manager, Add_Enrollment_Customers, Sub_Menu_Bundles roles since they are no longer used or redundant with other narrower roles.