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2026-04

Iteration: 2026-04​

March 31st, 2026

Whats New?

NEW UI for Plans

Improvements

  • Market Autoresponder Action now retrieves autoresponder packages instead of triggers.
  • Partner Accounts can now handle multiple affiliates
  • Utility filter on Letter Queue now allows multiselection.
  • Master, Agent and SubAgent dynamic fields now retrieve data from enrollment and not strictly from affiliates.
  • Changed how accounts are updated from Renewal Pending to Renewal Accepted when connecting to the ECI Billing System
  • Added more options to grid paginator (200 or 1000 records per page).
  • Gas Pool Prices for Pricing Matrix.
  • Performance and Refactor Improvement for FTP connections.
  • UI Improvements for Preview Document.
  • Basic Cases
  • Billing Delivery Method is now set to Email as default when submitting enrollments to any Billing System.

Fixes

  • Fixed unclear error message in Renewal Importer.
  • Corrected error message on Sales Importer related to the meter number.
  • Adjusted Drop Request Queue to generate just one drop transaction when customers make multiple requests.
  • Adjusted Autoresponder PDF conversion so inserted page breaks are correctly displayed.
  • Solved issue with SALES_DATE dynamic field that was not replaced on letter preview.
  • Gas Pool ID now allows letters.
  • Fixed issue at the time of submitting billing delivery method to the ESG Billing System that was populated with an incorrect value.
  • Solved bug in Plan Name Generator UI that prevented the screen from loading.
  • Fixed critical issue where Acceptance emails triggered for accounts whose status was not Pending.
  • Correction for emails that would be sent to customers despite having the retained setting activated.

Features & Fixes Details

NEW Plans Manager UI​

Users can now toggle between the old classic Plans Manager UI or give it a go to the new revamped UI. This new UI gives the user the ability to massively publish and unpublish plans based on filters, as well as archiving.

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Partner accounts can now handle multiple affiliates​

Up until now, the partner setup allowed a partner to pull either all plans or a specific affiliate’s plans.

With this enhancement, OpsAdmin now allows a partner to pull rates for multiple affiliate plans using a single access key. This enables access to multiple affiliates under one integration.

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Updated the account transition logic for the ECI Billing System connection to ensure statuses move correctly from Renewal Pending to Renewal Accepted.​

With this release, the logic will work as follows:

  1. The system searches for enrollments with a status of RENEWAL_PENDING or PRICE_PLAN_UPDATE_PENDING.
  2. For each enrollment, it queries the ECI database for the corresponding MeterStatus record using the LDC, Utility DUNS Number, commodity, and an Active meter.
  3. If a matching MeterStatus record is found, the associated MeterId is retrieved.
  4. Using the MeterId, the system retrieves all related RateClassHistory records from the ECI database.
  5. The records are then filtered to include only those with the same Billing System Plan Code as the enrollment being evaluated.
  6. Finally, the ContractEffectiveDate of the filtered records is compared with the enrollment’s ContractStartDate. If a match is found, the enrollment is marked as an Renewal/PPU Accepted.