2022-01 Release Notes
Iteration: 2022-01
January 10th, 2022
Whats New?
| 4764 | Now it’s possible to update the Sales Agent field for Door to Door Enrollments. |
| 4709 | Restrictions for capturing payment information and new role for performing credit check using SSN. |
Improvements
| 4837 | Now it’s possible to generate an export of Web Plans including Affiliate Plans. |
| \(＾▽＾)/ | Clearer and more complete history information of each verification request made to TPV. |
| \(＾▽＾)/ | Improved the validation that prevented more than one instance of the Quick enrollment process opened at the same time. |
Fixes
| 4815 | Included more validations when submitting information to ESG regarding recurring billing. |
| 4802 | Fixed an issue where Door To Door Enrollments were being submitted to P2C without having their TPV verification completed. |
| 4811 | Fix for the Export to Excel functionality under Enrollment Manager that was not working properly. |
| 4811 | Fixed an error message that appeared when processing a PPU. |
| 4803 | Fixed an error that prevented the creation of an affiliate plan. |
| 4835 | Fixed an issue where autopay was shown as correctly set up but the system was not submitting the information to P2C. |
| 4801 | Fixed an issue where the system would send a Reset Password email if a user was activated/deactivated from User Manager. |
| ¯\_(ツ)_/¯ | Fixed a validation for Door to Door Enrollments where the date of birth is a mandatory field, even though the credit check is performed using SSN. |
| ¯\_(ツ)_/¯ | Updated some labels on the Autoresponder UI. |
| ¯\_(ツ)_/¯ | Fixed an issue where documents generated from dynamic templates didn’t have their file extensions when downloaded. |
| ¯\_(ツ)_/¯ | Added an erase icon to the future date field under Plans Manager. |
| ¯\_(ツ)_/¯ | Fixed an issue that prevented the OpsAdmin service from sending daily notifications. |
| ¯\_(ツ)_/¯ | Fixed an issue in the process that takes care of releasing emails. |
Features & Fixes Details
Now It’s possible to edit the Sales Agent field for TPV Enrollments
For those TPV enrollments currently sitting in the On Hold Enrollment Manager, there is a new button that gives the user the possibility of updating its Agent Username. Depending on the enrollment status, the edition will result in a success message or a message will be prompted for the user to know that this value has only been updated in the OpsAdmin database and submitting this to TPV/ESG may be necessary.
This edit option will only be available for the users that have the _Enrollments --> Edit Door To Door Sales Agent _role assigned to them.
The user can access this screen from the Verification Details screen from the On Hold Enrollment Manager.
A new section under Enrollment Details has been added to display the latest status of the TPV verification.
Restrictions for capturing payment information and new role for performing credit check using SSN
The users that have the Quick Enrollments --> Perform Credit Check Using Social Security Number role will be the only ones that can perform a credit check using the customer’s SSN while processing a Quick Enrollment. Users who lack this role will be forced to perform the credit check using the date of birth.
The role Payments --> Allow to process a payment has been adjusted so that the users that are tied to this role won’t notice any change during the Quick Enrollment process but the users that don’t have it won’t see any content related to the capturing of credit card data.
With this enhancement, the enrollment process required adjustments on some validations related to payments, and some of the deposit and recurring billing options during the enrollment process changed, being the new available options:
| Allow to Process a Payment Role | Quick Enrollments | Web Enrollments | Door to Door Enrollments | |
| Deposit Options | WITH |
Pay Deposit Now Pay Deposit Later Send Documentation Later Waive Deposit (*) |
Payments ALWAYS enabled Pay Deposit Now Pay Deposit Later Send Documentation now |
|
| WITHOUT |
Pay Deposit Later Send Documentation Later Waive Deposit(*) |
Payments ALWAYS disabled Pay Deposit Later Send Documentation Later |
(*) Depends on other role
| Allow to Process a Payment Role | Quick Enrollments | Web Enrollments | Door to Door Enrollments | |
| Recurring Billing Options | WITH |
If Required: Subscribe Now If Optional/Role: Subscribe Now Enroll Without Autopay |
Payments Always Enabled If Required: Subscribe Now If Optional: Subscribe Now Enroll without Autopay |
|
| WITHOUT |
If Required: Remind Customer If Optional/Role: Enroll without Autopay |
Payments ALWAYS disabled If Required: Remind Customer If Optional/Role: Enroll without Autopay |
Clearer and more complete history information of each verification request made to TPV
Now the full history of verifications made to TPV can be accessed and visualized from OpsAdmin. The user can access this information from the Verification Details screen from the On Hold Enrollment Manager.
Improved the validation that prevented more than one instance of the Quick enrollment process opened at the same time
Sometimes, the user would see an error message such as “Can’t have more than one instance” when trying to Quick Enrollments and a customer’s MyAccount instance at the same time. Now the system allows having one instance of the Quick Enrollments and one instance of MyAccount at the same time.