2022-14 Release Notes
Iteration: 2022-14
December 5th, 2022
Whats New?
| \(＾▽＾)/ | New status filter in On Hold Enrollment Manager. |
Improvements
| ¯\_(ツ)_/¯ | Enrollment Manager filters such as Created by and Last Update by are now correctly sorted. |
| ¯\_(ツ)_/¯ | Improved validation messages in Renewal Wizard. |
| \(＾▽＾)/ | Sales Importer now implements the improved enrollment saving process. |
| ¯\_(ツ)_/¯ | System Setup related fields are enabled or disabled based on parent configuration. |
| ¯\_(ツ)_/¯ | Better names for columns and filters in On Hold Enrollment Manager. |
| ¯\_(ツ)_/¯ | The more menu in tables will open up when at the bottom of the screen. |
Fixes
| 5251 | Fixed an issue that prevented the user from deleting a document from Market Manager. |
| 5137 | Adjusted the functionality that sends updated customer data to ESG to avoid updating accounts with wrong data in the Billing System. |
| 5220 | Corrected a bug that caused the LDC to go blank after editing an account. |
| 5301 | Fix for “Select All” checkbox not working under On Hold Emails pop up. |
| 5306 | Corrected an issue under Sales Importer that would cause some accounts to error out due to a bad calculation of its plan terms. |
| 5307 | Adjusted the Quick Enrollments process so that the correct future start value is submitted to the billing system as well as the switch type. |
| 5299 | Included a validation during the payment data submission to prevent issues with customers that have long names. |
| 5297 | Fix for commodity specific documents that would not show up on Plan's associated documents. |
| ¯\_(ツ)_/¯ | Corrected the customer first and last name filters under the On Hold Enrollment Manager since they were not working. |
| ¯\_(ツ)_/¯ | Added ESG Tokens to the Old Enrollment Details Page (Log History Interface). |
| ¯\_(ツ)_/¯ | Updated the renewal process so that the user is informed if the firm name exceeds |
| ¯\_(ツ)_/¯ | Fix for commodity types not saving if image information is missing. Now the image shows correctly in the edit screen. |
Features & Fixes Details
New status filter in On Hold Enrollment Manager
In order to allow the user to search enrollments under a certain status in the On Hold Enrollment Manager, a new drop down has been added to the interface. This filter also includes a logic that considers that some accounts may be in two statuses at the same time, for example: Deposit Pending Status and Verification In Process.
Available statuses included:
- Deposit Pending: Enrollments whose deposit hasn't been paid / waived / or with pending LoC.
- Missing Autopay: Autopay still not setup.
- Payment Failed: Error setting autopay or paying the deposit.
- Verification In Process: TPV verification pending, not sent or rejected.
- Letter Of Credit In Process: LoC not sent, pending or rejected.
System Setup related fields are enabled or disabled based on parent configuration
There are multiple settings under System Setup at the moment and some of them are dependent on other settings values. The interface has been updated to reflect these scenarios correctly and avoid confusion. Some validations have been put in place to disable certain configurations when the chosen options are invalid. For example if the iCheck vendor is selected, the settings for Authorize.NET should be disabled and vice versa. The Email Provider is another example.
Adjusted the functionality that sends updated customer data to ESG to avoid updating accounts with wrong data in the Billing System
There is an edge case when the customer information is updated, that used to update the incorrect account in the billing system.
When the user updates the customer information, the system will search the account in the billing system using the LDC / ESI ID. Because in Texas is possible for a customer to enroll in an ESI ID that is currently active, the following situation can happen:
- Customer “A” enrolls in ESI ID 123.
- Data is sent to the billing system and the account is active.
- Customer “A” data is updated.
- Search account using ESI ID 123, found in the billing system and data is updated correctly.
- Customer “B” enrolls in ESI ID 123.
- Customer “B” data is updated before sending the account to the billing system 2. Search account using ESI ID 123, but only the account from Customer “A” is found which is active and THAT account is updated with customer “B” information.
To prevent this issue, the system now works as follows:
- If the account is in the billing system and the status ACCEPTED, the system keeps working as always.
- If the account is in the billing system and the status is still PENDING, the system will make the update only in OpsAdmin and show a message indicating that the update must be made manually in the billing system because it’s not possible to assure that the correct account will be updated.
- If the account hasn’t been sent to the billing system, the information will be updated in OpsAdmin and no messages will be shown because the data will be sent the first time it is synced with the billing system.