2024-14
2024-14 Release Notes
Iteration: 2024-14
November 18, 2024
Whats New?
| 6584 | Payments lock feature to limit payment fraud attempts. |
Improvements
| 6280 | Adjust auto-renewable logic to prevent rate inconsistencies. |
| 6581 | Loosened sync validation for enrollments with manually updated statuses. |
| 6597 | Improved validation of text length in Sales Importer. |
| 6492 | Now it’s possible to select inactive utilities in the Autoresponder Manager. |
| 6595 | Added Outage email, phone and cellphone values to the ESG prospect endpoint. |
| 6602 | It’s no longer necessary to save and update a new plan to set the Default Plan. |
| ¯\_(ツ)_/¯ | Improved plan deletion process. |
| ¯\_(ツ)_/¯ | The utilities selector in Autoresponder is now filtered based on the selected market and is sorted alphabetically. |
| ¯\_(ツ)_/¯ | Removed Courtesy Plan functionality since it was no longer used. This reduction in complexity will help speed up the development process in the future. |
| ¯\_(ツ)_/¯ | UI and DB cleanup of Plan Manager. |
| ¯\_(ツ)_/¯ | Improved delete validations and messages for Document Type Manager. |
| \(＾▽＾)/ | Minor code quality improvements and text typos fixed. |
| \(＾▽＾)/ | Improved look and feel of rates wizard under certain scenarios. |
Fixes
| 6588 | Improved Check Start Date task to better process text with special characters. |
| 6600 | Affiliate plan update was being triggered even though it was locked. |
| 6610 | Fixed API endpoint that returns available transactions for an enrollment to correctly work with the force move out process of Texas. |
| 6617 | Resolved a performance issue that was preventing the completion of the task that sends renewals to ECI. |
| 6613 | Fixed performance issues and random errors in Billing Types. |
| ¯\_(ツ)_/¯ | Pricing Matrix emails were being generated empty if no usage tier was configured. Now the system assumes a global coefficient of 1 for this scenario. |
| ¯\_(ツ)_/¯ | Fixed filters section in rates wizard mobile view. |
| ¯\_(ツ)_/¯ | The OpsAdmin service wasn’t being updated after saving the email configuration updates in System Setup. |
Features & Fixes Details
Payments lock feature to limit payment fraud attempts
When a customer attempts to make a payment OpsAdmin will keep control of the number declined payment to issue a lock in the account when certain criteria are met.
There are two new configurations in System Setup under the Payments section called Rejected payments limit and Rejected payments timeframe with values by default set to 5 and 20 respectively. This means that if payments are declined 5 times (not necessarily in a row) in less than 20 minutes, then the system will issue a lock on either the customer or IP address.
The logic is: Every time a customer tries to make a payment the system will check if either the customer or the IP from where they are connecting is locked, if it’s not locked then it will allow to process the payment, if it’s declined it will save that to a history log and verify if the criteria is met first for the customer and the for the IP, if it’s met for any it will generate the lock and stop future payments.
To see the status of the locks the user can go to the Customer Details screen and under Customer Options there will be a new option called Payment Locks that will show the screen below.
From here the user can see if the account or the IP associated with the customer are locked, unlock each individually, see the number of times in the past a lock was issued and the history of declined payments.
Finally the option to toggle ACH payments for the customer was moved here instead of being a separate item in the Customer Options menu.
Adjust auto-renewable logic to prevent rate inconsistencies
The auto-renew feature generated the renewed enrollments automatically on the expiration date. The problem with this approach was that there were certain scenarios where the enrollment could have been generated with a different rate to the one informed to the customer in the renewal notifications.
To prevent this, the logic that generates the renewal has been moved to the process that generates the notification, this ensures that the notice and the enrollment will have the same rate.
Also other adjustments have been made and limitations removed:
- The option Amount of days in advance to switch customers to their Autorenewable Plan in the Market manager has been deleted since it no longer makes sense now that the renewal is generated days in advance by default.
- To use auto-renewable plans it was necessary to set the utility to use them but that also forces them to only use that type of plans. While this option remains available to use in markets where it’s mandatory to auto-renew, now it’s possible to use auto-renewable plans in other markets for specific plans. The only requirement is to set the plan as such, and the default plan section will be replaced with the auto-renew one. \
Improved validation of text length in Sales Importer
The sales importer was failing to process enrollments with text longer than allowed. Because the system can’t store these long strings, now the process clears these fields allowing the process to save the registry. OpsAdmin will show the error message showing the field that was cleared and the original text it contained.
It’s important to to consider that if the user tries to import the registry again without fixing the text the following can happen:
- If the field is required, the process will fail now that it has been cleared out and the error message will be replaced with the one indicating the field is empty.
- If the field is optional and still is empty nothing will prevent OpsAdmin from saving the enrollment and sending the data to ESG.
Improved plan deletion process
Several changes were made to the Delete functionality in the Plan Manager screen:
- The system now only checks if there are any enrollments associated with the plan before deleting it. Before it was also preventing the deletion if the plan was published at some point even though it was never actually used.
- The system now shows a message indicating that it’s not possible to delete a plan because there are enrollments associated with it instead of a generic error message.
- The delete process has been changed from a soft delete to a hard delete. This means that deleting plan no longer simply hides it from the system but it actually removes the registry from the database. This is important because the previous behavior could prevent the user from deleting utilities, markets, documents, etc.
- Deleting the plan now logs a message with the triggers Delete Plan and Delete Affiliate Plan indicating the internal and external Id of the plan.
UI and DB cleanup of Plan Manager
- Removed several old payment and credit check fields from the database.
- Removed Document Intro field. This was only used as a title in Quick Enrollments and has been replaced with a hardcoded title.
- The Early Termination Text field is now optional.
- Removed Info Text, Is Recommended, Plan Video and Plan Image fields since they are no longer used.
- Highlight field is no longer a full editor since it didn’t make sense for the way it was used. Now is a simple text area field.
- Replaced Yes ETF Text and No ETF Text with a single field called ETF Text. It didn’t make any sense to have both fields with information at the same time in a plan.