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2025-10

2025-10

Iteration: 2025-10​

August 11th, 2025

Improvements

Added [PLAN_SUBTYPE] dynamic field to retrieve a plan’s subtype in documents.
Enhancements for Time of Use Plans
Added dynamic fields to retrieve current plan data when sending Autoresponder with Future Documents
Adjustments for Export Plans to ESG functionality
Regulatory - Maryland - Do Not Transfer on Rescind List
Group ID and filters/fields organization
ETF Enhancements
BCC is no longer a required field when setting up a new Autoresponder package. Prospect Tool Broker Upload Function

Fixes

Fixed issue in Sales Importer where accounts would be set to On Hold instead of Rescinded.
Adjusted incorrect variable plan data to solve issues in the Sales Importer.
Solved “File not found” error on Letter Queue.
Fix for issue at the time of creating a new market.
Adjusted data logs for the Export Winback Enrollments background job.
Upgraded third party component to handle FTP connections.
Correction for Queries Server database refresh process that started failing after upgrading a third party component.
Solved issue with the “All” selector when creating a new Prospect Package.
Users are no longer forced to populate Interval Rate (cents) and Interval Assumed Consumption (%) when creating a new plan.
Fixed Phone number filter on Credit Check Manager.
Several corrections for Drop Date validations in MyAccount as well as System Setup.
Fixed a bug in Edit Rule pop up where it was not possible to actually select a Utility.
Resolved error in Usage Graphs after release.

Features & Fixes Details

Enhancements for Time of Use Plans​

Added more level of customization of intervals: It’s now possible to set different times for each day of the week.

Plans Manager now offers a separate category called “Time of Use Intervals” when the selected plan type is Time of Use:

The dynamic fields WEEKLY_INTERVAL_TIME_FROM, WEEKLY_INTERVAL_TIME_TO, WEEKLY_INTERVAL_DAY_TO, WEEKLY_INTERVAL_DAY_FROM, DAILY_INTERVAL_FROM and DAILY_INTERVAL_TO have been replaced with one single dynamic field that retrieves the whole detail of the intervals: [TIME_OF_USE_INTERVALS]

Please, make sure you update your documents/autoresponder accordingly to prevent incorrect communications with customers.

Added dynamic fields to retrieve current plan data when sending Autoresponder with Future Documents​

In the New Jersey Market, there is a regulation that states:

N.J. Admin. Code § 14:4-7.6

(j) Where an affirmative written signature is not obtained for renewal of a residential electric generation service or gas supply service contract, the existing contract shall continue on a month-to-month basis under the current terms and conditions and pricing.

This does not preclude the TPS from using any of the change order verification methods set forth in N.J.A.C. 14:4-2.3(c) to verify that the customer agrees to the renewal contract terms.

To comply with this regulation, a supplier may opt to keep customers at their original rate even if their contract has ended. In this case, renewal notices must show the original enrollment rate even when the system is pulling auto responders from a future plan.

To solve this, this release incorporates the following previous plan dynamic fields that return the current plan data when the autoresponder is configured with future documents. If it's configured with current documents these dynamic fields return empty text:

  • [PREVIOUS_PLAN_RATE_CENTS]
  • [PREVIOUS_PLAN_RATE_DOLLARS]
  • [PREVIOUS_PLAN_MONTHLY_FEE]
  • [PREVIOUS_PLAN_ETF]
  • [PREVIOUS_PLAN_TERMS]
  • [PREVIOUS_PLAN_TERMS_NUM]
  • [PREVIOUS_PLAN_NAME]

This release also includes a couple of minor adjustments on replacement values, such as replacing all “Cancellation Fee” with “ETF”. There is no need to change or update any document/autoresponder, as the release process takes care of this.

Adjustments for Export Plans to ESG functionality​

It’s now possible to choose between different options at the time of exporting plans to the ESG Creation/Update template:

The templates are now generated including the rate as dollars and not cents.

For those plans that have the “Submit contract dates to billing system” checkbox enabled, the columns Intro Num Billings and Intro Switch Plan Name are left blank.

Regulatory - Maryland - Do Not Transfer on Rescind List​

To comply with Maryland’s new regulatory, Do Not Transfer is now an option in the Rescind List when adding a new customer that belongs to a MD utility:

Customers from this market added to the Rescind List don’t have an end date.

When attempting to enroll a MD customer that was added to the Rescind List, the system shows a message informing the agent that the customer can’t be enrolled:

Group ID and filter/fields organization​

The field previously known as External Contract ID has now been updated to “Group ID” and its purpose is to be able to gather a certain number of accounts under a particular name.

  • Added Grouping ID to Enrollment Manager filters and reorganized existing fields present in the filters area.
  • Added Groping ID to Enrollment Details as an editable field.
  • Added Grouping ID, Meter Number and Affiliates dropdown to Customer Manager and reorganized filters as well.
  • Added Grouping ID to Customer Details as well as Affiliate Promo code. Rearranged the existing fields as well.

ETF Enhancements​

The following changes were made so that OpsAdmin never generates an invoice if:

  • The ETF is 0.
  • The ETF was waived: This condition only applies when waving an ETF BEFORE its generation. If the ETF already exists, it follows the logic from Utility Manager (Automatically move waived invoices to the Drop Archive).
  • If the drop is requested during the rescission period or plan risk free period. These fields show how many days after the enrollment creation date is possible to drop without an ETF.
  • The drop is requested during the ETF Window. This field indicates how many days before the contract end date it is possible for a customer to drop without an ETF.
  • Customer drops after the contract end date.
  • ETF amount is smaller than the number configured in Utility Manager for the “Automatically move invoices below” field.

Other enhancements in this Release include:

  • Merged “Generate Letter” and “Send Email” to “Send ETF Invoice”. OpsAdmin selects the autoresponder based on the customer’s preferences and configured email address.
  • Removed the Email column as it’s no longer needed.
  • Other performance and refactor improvements.
  • General UI improvements.
  • Added Customer Phone Number to the ETF Invoice Queue as well as the Invoice Archive export files.
  • Added the Rescission period data to the ETF amount pop up.
  • The Rescission period is also shown when creating a plan next to the Risk Free Trial Period field.

Prospect Tool Broker Upload Function:​

  • Ability to upload broker documents to the prospect portal.
  • Documents can be viewed/downloaded in the prospect manager.
  • Different document types can be assigned in the “document types” settings.
  • Brokers can upload documents in the “Document Information” section when generating a prospect.