2020-07 Release Notes
Iteration: 2020-07
June 24, 2020
What’s New?
| 3697 | Now the system has an autoresponder for waived deposits. |
| 3496 | Now the system can also use the phone number to validate the accounts in the Rescind List. |
| ¯\_(ツ)_/¯ | New screen to manage access to OpsAdmin API. |
| 3715 | Web Plan external identifier for third party integrations. |
| 3715 | Now it’s possible to perform Third Party Verifications as part of the enrollments process. |
| 3759 | New fields added to the Web Plans Manager. |
| 3663 | Show multiple rates on wizard. |
| 3415 | Allow to send autoresponders on demand. |
Fixes and Improvements
| 3749 | Error in Plan Change Rate Update task. |
| 3730 | Issue when trying to generate an enrollment from Quick Enrollments for customers that don’t require a deposit. |
| 3753 | Issue that prevents Forgot Password functionality from working correctly. |
| 3667 | Issue that prevented from viewing the ETF Amount in Customer Details. |
| 3143 | Issue that allowed to change the Payment Authorization checkboxes after completing the enrollment. |
| ¯\_(ツ)_/¯ | It wasn’t possible to advance to the end of the enrollment process with credit check in the mobile view. |
| ¯\_(ツ)_/¯ | It was possible to press the Complete Enrollment button multiple times in the mobile view. |
| 3775 | It wasn’t possible to access the Auto Renewable Plans screen. |
| 3763 | The winback template Fixed Commodity Amount was being sent in cents instead of dollars. |
| 3770 | Fixed some minor UI issues in Rates Wizard. |
| ¯\_(ツ)_/¯ | If an error happens when saving the enrollment, now the system won’t store new payment information. |
| ¯\_(ツ)_/¯ | Rates wizard wasn’t redirecting to the correct brand when the zip code was entered in the landing page, instead of the wizard itself. |
| ¯\_(ツ)_/¯ | Credit check social security number field wasn’t validating the length correctly. |
| 3143 | Now the Payment Authorization checkboxes are more clearly explained to the customer. |
| 3143 | Now the system will automatically generate the recurring billing information if missing when the deposit is waived after the enrollment was created. |
| 3143 | Now the system stores the selections made by the user regarding the payment authorization checkboxes. |
| 3376 | Code optimization to improve Letter Queue performance. |
| ¯\_(ツ)_/¯ | Code cleanup to improve performance and speed up development. |
| ¯\_(ツ)_/¯ | Removed credit check and SSN field from Enrollment Details screen as were no longer used. |
Features & Fixes Details
Now the system has an autoresponder for waived deposits
OpsAdmin now allows to send a message to the customer when his deposit is waived AFTER creating the enrollment. This means that if an autoresponder with the trigger Waived Existing Enrollments Deposit is created, when an agent uses the function Waive Deposit and Send To Billing System from Enrollment Details, a message will be sent to the customer informing that he no longer need to pay the deposit he was requested during the enrollment process.
New screen to manage access to OpsAdmin API
OpsAdmin has a new screen used to manage the access to it’s API by third party tools. This is useful for the case in which these companies need to access OpsAdmin information on demand or send data to OpsAdmin in real time.
These accounts are in the new Global Setup → Webservice Accounts screen:
Everytime the user selects the _Add Account _option a random API and Secret key are generated. Besides that, the user has to indicate which roles will be enabled for that particular account and optionally, require to refresh the token. This is an extra level of security, but also integration complexity, so it is recommended to use only in particular cases.
Web Plan external identifier for third party integrations
There is a new Id generated with every plan that can be used to identify it in any third party service. This external identifier never changes when the plan is versioned and is automatically generated by OpsAdmin after creating a plan or affiliate plan.
Now it’s possible to perform Third Party Verifications as part of the enrollments process
In every state where a retail energy company solicits customers in, the companies are required to keep record of customer's consent to enroll. Now OpsAdmin can integrate with TPV.com services to facilitate customers verifications when an agent enrolls a customer using the rates wizard.
Initial integration setup
The setup of this feature requires to configure both OpsAdmin and TPV.com systems since there is a two way transfer of information between them. First OpsAdmin sends to TPV.com information of the customer and hired plan, and then OpsAdmin receives back the result of the verification. Both operations happen in real time using the APIs of each system and that’s what has to be configured in both sites.
To setup the integration in OpsAdmin, the following fields must be filled in System Setup with the information provided by TPV.com:
- TPV.com Endpoint URL
- TPV.com Vendor Name
- TPV.com Application Token
- TPV.com API Secret
Also, the company using OpsAdmin must give to TPV.com the API and Secret keys for the OpsAdmin API. These keys are generated in the new Global Setup → Webservice Accounts screen.
Finally, and independently of the API configuration, for this feature to work, the Enable Third Party Verification in System Setup must be activated.
Plans and users configuration
The third party verification is integrated in the Rates Wizard to allow external agents to sell plans without giving them access to OpsAdmin. TPV.com in particular requires to set up in their systems the plans information that will be offered and the users that will be selling. The plans have to be identified using the new external identifier in the plans manager. Instead, the users don’t need to be added to the system as they will be tracked with TPV.com client and the wizard simply will require to indicate the username of the agent.
Rates wizard usage
The rates wizard will integrate the third party verification based on the promo code used at the beginning of the process. If the affiliate associated to the used promo code has the Required Third Party Verification option checked, then the enrollment process will require to perform the verification:
At the end of the enrollment process, if the affiliate associated with the entered promo code requires Third Party verification, in the summary page a new section will be presented with the two required options, the agent TPV Id provided by TPV.com, and the verification method.
After confirming the enrollment, the information is sent to TPV.com and the enrollment is set with a On Hold - Verification Pending status. If the integration failed, the status will be On Hold - Verification Not Sent.
After TPV.com verifies the customer they will use OpsAdmin API to return the result, if it was approved, OpsAdmin will finish the enrollment process by sending the information to ESG or waiting for the payment information if required; if it was rejected, the status will be On Hold - Verification Failed.
OpsAdmin API accept the following possible results:
- Pending
- Verified
- Failed
- Couldn’t Contact
All these results can have the corresponding reasons associated if are provided by TPV.com.
New fields added to the Web Plans Manager
Now the Plan ID is visible in the web plans details section.
Also, a new field for the Billing system promo code has been added to the plans details section. Keep in mind that the using this field will override the affiliate promo code.
The same fields have been added to the affiliate plan screen together with the Wizard highlight field that already exists in the parent plan screen.
Show multiple rates on wizard
Now the system can show multiple rates per plan in the details during the enrollment process. This can be enabled by activating the new option in the Markets Manager.
In the rates wizard, for these plans, the rate for 500 kWh, 1000 kWh and 2000 kWh will be shown, and the main rate presented will correspond to the 2000 kWh.
In the case of the Quick Enrollments wizard, only the details with the three calculations is shown, while the rate indicated is the one of the plan:
These traunches cannot be edited.
Allow to send autoresponders on demand
Now it’s possible to send autoresponders to a customer on demand. If the user has the role Customer Support → Customer Details → Allow Generate Autoresponders a new button will be available in the enrollment card:
This will open a popup with the options available to send the autoresponder:
The documents available in the last dropdown are the ones marked in the Documents Manager with the new Allowed to send it by mails checkbox:
