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2023-15 Release Notes

Iteration: 2023-15

December 4th, 2023

Whats New?

¯\_(ツ)_/¯Partner Identification for new enrollments

Improvements

5847Added a new required column in the Renewals template for the ECI billing system.
5814MyAccount - Improvements for Reset Password Functionality
5815Enrollments API: Now returning T&D Charges with utility information
5864Customer Credit Check: Improved validation for customers with a zero credit score.
\(＾▽＾)/Changes to the UOM field
\(＾▽＾)/Typos and verbiage adjustments for Plans Manager.
\(＾▽＾)/Rates API: Added field “External ID” to several endpoints: for-wizard, batch-for-wizard and plan/ID.
\(＾▽＾)/UI Improvements for Utility Manager.
\(＾▽＾)/Performance and Refactor: Removed antique Legacy Plans code and logic.
\(＾▽＾)/Major performance improvements for the Utility endpoint and how zip codes are returned via API. Up to 75% reduction in response time.

Fixes 

5827Fixed a formatting issue with dates in the Sales Importer Excel export.
5854Corrected an issue that prevented the Enrollment Details page from loading for certain accounts.
5857Display adjustment for Cancellation Fee Type in Global Price Changes screen.
5862Enrollments API: Added missing field in Utility endpoint response.
5864Validation adjustment for some scenarios where customers could not be enrolled even though they were whitelisted. 
5874Fixed an issue that prevented the “Advertising Source” field from being stored in the database.
5884Enrollments API: Correction for performance degradation in utilities and rates endpoint.
¯\_(ツ)_/¯Fix for a badly formatted file when printing selected letters in Letter Queue.
¯\_(ツ)_/¯Corrected issue in Enrollment Manager filters that would not respond when choosing “Select All” option.
¯\_(ツ)_/¯Adjustment in Quick Enrollment error message labels that would have no information about the actual error.
¯\_(ツ)_/¯Resolved a bug in Quick Enrollments where enrollments were not saved to the database.
¯\_(ツ)_/¯Correction of missing parent plan data when loading an affiliate plan pop up.
¯\_(ツ)_/¯Updated state field when submitting a credit check to TU so that the USPS code is used.
¯\_(ツ)_/¯Quick Enrollments: Fixed an error message that would appear after searching for a zip code.

Features & Fixes Details

Partner Identification for New Enrollments​

The former "Webservice Accounts" screen has been renamed to "Partner Accounts". Its purpose is to manage all the partners that connect to OpsAdmin. Pricing configurations will be migrated in the future.

When adding a partner, the UI offers two tabs. “General” includes two new features:

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  • Partner Master Code: This new text field doesn’t allow using spaces or underscores. This field is the Master Agent Code submitted to the billing system and it's used in Sales files to identify its actual source.

  • Prefer Partner Code Over Affiliate Code: This checkbox is used to overwrite the Master Agent Code under Affiliates Manager for those cases in which a Partner is selling affiliate plans.

Automated Sales File import process​

When automatically processing a sales file, if its name contains the value defined under Partner Accounts, OpsAdmin associates all the accounts in the file to this partner account. The file name is updated to  SALES_[PARTCODE]_[DATETIME].xlsx

Sales, Renewal and Legacy Importer​

When using any of these importers, the user can choose a partner from a dropdown in the Import pop up. OpsAdmin will try to automatically identify the partner based on the file name and if it cannot find it, the partner is set to "None".

The filename code is only used to select the correct option from the dropdown, so the user can override the selected option.

Enrollment Manager​

There is a new filter called “Partner” to get all the enrollments tied to a given partner account. Enrollment Details page includes this information as well.

MyAccount - Improvements for Reset Password Functionality​

To prevent confusion in customers, the Reset Password functionality in MyAccount now clarifies the exact requirements for a password to be accepted.

alt text

Enrollments API: Now returning T&D Charges with utility information​

API users can get the details of TDSP using the utility endpoint. Also, when returning plan data in any endpoint, the API also returns the actual traunch calculation type value: Passthrough or All In.

Changing the way OpsAdmin handles the UOM field​

The Unit of Measure field from Commodity Manager has been removed so the UOM field under Utility Manager is the one used across the system.

When it comes to the Enrollments API, the UOM is actually returned through the Utility endpoint and no longer in the plans response which is actually used in several endpoints.

The word "per" is added in some places of the system to the UOM code when displayed to customers/users.