2019-03 Release Notes
Iteration: 2019-03
August 19, 2019
What’s New?
| 3129 | Now it’s possible to filter by Created by and Last Update By in Enrollment Manager. |
| \(＾▽＾)/ | We updated Plan Bundles to the 2.0 UI. |
| \(＾▽＾)/ | We updated the Enrollments Manager to the 2.0 UI. |
| \(＾▽＾)/ | We updated On Hold Queue to the 2.0 UI. |
| \(＾▽＾)/ | We updated Renewal Notices to the 2.0 UI. |
| \(＾▽＾)/ | We updated the Rule Manager to the 2.0 UI. |
| ¯\_(ツ)_/¯ | We added a feature to Collect Customer Data that doesn’t finish the Enrollment process. |
| 2898 | We removed some features in the Languages Manager to prevent some inconsistencies with new features. |
| 2562 | Pricing Matrix: Added a Tax Exempt, Billing Type and Usage Swing dropdowns to the Quote Generator. |
| 2562 | Pricing Matrix: Added an option to configure a legal disclaimer for the Pricing Matrix Quote, besides some presentation changes. |
| 2562 | Pricing Matrix: Now the Pricing Matrix only allows to recommend prices from a single Start Date. |
| 2562 | Pricing Matrix: The agent data for the quotes now gets automatically loaded from the user data. |
| 2562 | Pricing Matrix: Now there is a configuration screen in the Pricing Matrix Site for each affiliate to set up their own name and logo for the Quotes. |
| 2562 | Pricing Matrix: Now it’s possible to setup which terms will be available in the system and configure a set of recommended terms. |
| 2562 | Pricing Matrix: Now it’s possible to configure a margin for the company that are added to the prices. |
| 2828 | Added a new process to automatically update Dropped accounts to Accepted. |
| 3097 | Added a new role to force the user to input a Promo Code in Quick Enrollment. |
Fixes and Improvements
| 3038 | Fixed a bug that duplicated a language for a Document Bundle instead of updating the language variant when it was edited. |
| 3042 | The system now logs several new manual changes of Enrollment Status. |
| 3056 | Fixed a typo. |
| 3100 | Now the addresses are imported in a capitalized format. |
| 3034 | Added a View role to Enrollments Details. |
| 3082 | Fixed an issue that allowed to generate an enrollment for an existing LDC. |
| 3131 | Fixed an issue where the edition made to the confirmation code of an enrollment wasn’t being saved. |
| 3141 | Fixed a bug that prevented from using the All button in the Zip Code Assignments edit screen. |
| 2140 | Fixed an error that prevented from exporting renewal notices. |
| ¯\_(ツ)_/¯ | Added the missing favicon in the OpsAdmin Login screen. |
| 2609 | Now the Winback file populates the Marketer Name column. |
| 2788 | Added length validations for data submitted to ESG. |
| 3075 | Fixed some coloring in the Web Enrollment Wizard. |
| 2834 | Fixed an issue that provoked customer data to be mixed up if Quick Enrollments and Customer Account for different customers were opened at the same time by the same user. |
| 3079 | Now the renewals generated by the customer have the “MyAccount” user associated as a way to identify them. |
| ¯\_(ツ)_/¯ | Fixed an issue where the system wasn’t showing any drops when filtering by Customer Last Name. |
| 3017 | Fixed an issue where imported drops where tied to incorrect rules. |
| 3089 | Fixed an issue where the role to show the All Plans in Quick Enrollments button wasn’t being considered. |
| 3067 | Now the system informs when updating a Price Plan if the utility doesn’t allow for back-dated price change. |
A Quick Note On Pricing Matrix Changes
While in this release, there are several changes to the original Pricing Matrix developments, they are not explained in detail here, instead the Pricing Matrix Manual will be updated to reflect the changes and new features.
Features & Fixes Details
Now it’s possible to filter by Created by and Last Update By in Enrollment Manager
These new options allows to filter by the user that created the enrollment and the last user that updated the enrollment.
We updated Plan Bundles to the 2.0 UI
We updated the Enrollments Manager to the 2.0 UI
While this screen has the new 2.0 UI, to view the details of an enrollment, instead of clicking the row directly the user has to use the corresponding option in the menu:
This way, the user can select and copy information from the table.
When the option is selected, the details of the enrollment will open in a new browser tab while keeping the current search and filtered table in the original tab:
We updated On Hold Queue to the 2.0 UI
We updated Renewal Notices to the 2.0 UI
We updated the Rule Manager to the 2.0 UI
We added a feature to Collect Customer Data that doesn’t finish the Enrollment process
OpsAdmin added a new feature that allows the company to collect data of any potential customer that started the web enrollment process through a particular URL. This data will be collected in two different ways; on the system, which will be accessible through a new screen, and sent to a third party service via a webhook (Zappier recommended).
Data Collection Process
To initiate the process, the customer must get to the web enrollment page through a link that contains the parameter dataCollect=1 in a link similar to
https://stormcrest.com/rates/index?zipcode=19015&customerTypeId=7&dataCollect=1.Once the customer gets to the enrollment page, it will be received with the popup requesting the selection of the desired utilities.
After the customer clicks the Show Rates button, a new popup will show up requesting its name, email and phone (optional). When the Next button is clicked, the system will store the data in OpsAdmin and send it via the webhook to the third party service.
This way the data will be stored whether the user finishes the enrollment process or not.
Webhook Configuration and Data Review
To configure the webhook, the user has to enter the URL in the new Customer Data Collect WebHook URL unther the Third Party Tools category in System Setup.
This webhook should expect the following parameters:
- first_name
- last_name
- phone
At the same time, it should provide a response with the following attributes:
- status
- id
- request_id
The data collected can be seen in OpsAdmin by accessing the Customer Data Collect screen under the Call Center & Lookup menu option.
We removed some features in the Languages Manager to prevent some inconsistencies with new features
Since we added the ability to translate the document variables depending on the language of the document, we had to limit some functionality of the Languages Manager to guarantee the consistency of the data. The system no longer allows to create or delete new languages.
If the user wants to remove a language, it has to disable it by editing the language.
Added a new process to automatically update Dropped accounts to Accepted
A new automated process has been added to OpsAdmin Service. This process takes care of picking up all accounts that currently sit with a Dropped or Re-Enroll Pending Status and checks them against ESG’s Datamart Account extract. If there is no value for the Confirmed Drop Date field, the account will be updated to Accepted.
Please, contact Stormcrest Support if you want this task to be enabled.
Added a View role to Enrollments Details
Now it’s possible to open and view the details of an enrollment, without having the permission to edit the enrollment.
To accomplish this, the role group should have the View Enrollment Details role, without the Edit Enrollments role:
