The release notes for June 2022 are organized as follows:
- Release Overview
What’s New (9)
- Added Customization for Gateway Processor Fees (CRM-I-456)
- Added "Unassign" as an option in the Mass Edit Screen (CRM-I-608)
- Added Direct Pay Multi-Payee Dropdown List
- Added Filter to Creditor Portal
- Added Account Status Changes to Account Log Table
- Added Consumer Authorization Capture
- Display Linked Debit as part of Rescheduled Transaction
- Added Centrex Client Portal
- What’s Improved (3)
- API Updates (2)
2022-06 provides a number of new features and significant improvements to DebtPayPro. Note that the acknowledgment of releases that originated as requests via the Forth Aha IdeaBoard are assigned an Aha Number in the following format - "CRM-I-XXX".
Added Customization for Gateway Processor Fees (CRM-I-456)
We added a setting to allow for the customization of gateway processor fees. This new feature eliminates the need to use hard coding to change gateway fee structures per account. This can now be managed through a new UI directly for each individual account. Click here to access an article about this customization.
Added "Unassign" as an option in the Mass Edit Screen (CRM-I-608)
We added the ability to un-assign via the mass edit screen as you can in triggers. Companies previously did not have the ability to unassign a specific role via the mass edit page. When they attempted to use "select" it did not actually unassign. Instead, it assigned it to a null blank value. When you attempted to create a list with or do something else with the filter/condition of role = unassigned it did not pull these clients in, due to the fact it technically had the null value assignment.
Added Direct Pay Multi-Payee Dropdown List
We are now getting new creditors with multiple payee accounts. To address this, we added a secondary dropdown list to reduce confusion when selecting a creditor payee account for the direct payment setup.
Added Filter to Creditor Portal
The creditor portal was initially designed to have a 1:1 relationship between payee accounts and entities. Since multiple payees are becoming increasingly common in the industry, we need to modify the creditor portal in a way that supports this entity/payee relationship. Therefore, we added a filter on the creditor portal to support multiple trust account payees.
Added Account Status Changes to Account Log Table
Adding the account status changes to the account log provided more visibility into the life cycle of an account and allows the production of metrics around certain status changes.
Added Consumer Authorization Capture
This update created a new feature that allows for the definition of how an authorization was received from a consumer. This new feature has been added to the “Add / Edit Payment” modal found in the Enrollments Tab. Forth will begin requiring this authorization field to collect additional information regarding the method in which an authorization was obtained from the consumer.
On the Add / Edit Payment dialog box, a new “Auth Via” dropdown menu now appears with expanded options for web or electronic approval/authorization, giving an agent extra options to select the method best suited for the consumer. Click here to learn more.
Display Linked Debit as part of Rescheduled Transaction
Rescheduled transactions needed a full history of change tracking. Formerly, rescheduling a rescheduled transaction linked it to the original transaction, not the rescheduled. The improvements related to rescheduled transactions include adding text to the returned section of a reschedule debit and original debit; updating the edit transaction modal to contain new language for rescheduling payments; displaying reschedule of payment date type in red text, and changing the Date and Transaction ID to be from the linked rescheduled payment.
Added Centrex Client Portal
For this project, we developed an updated merchant cash advance portal with new features and functionality. The new updates to the portal aim to solve for customers in the business finance/merchant cash advance industries.
Updated Template Visibility to Super Admins
Document Packages and Templates should be visible to users with "Super Admin" privileges. Packages and Templates which are not shared with any Team/User now show in the Packages list for users assigned to the "Super Admin" role.
Global API update - Process Updates for AB-1405 (CRM-I-541)
This improvement updates the information passed between Forth and the Global Holdings (formerly Global Client Services, or GCS) API to correspond with several enhancements GCS has made. These updates were made to enable deeper compliance with the requirements of the California Fair Debt Settlement Practices Act (CAFDSPA) new requirements for AB-1405.
Status Changes - Upon settlements being voided, clients canceling, or clients graduating in the CRM, settlement statuses in Global Holdings (GH) are now updated accordingly.
Settlements - Upon a settlement being reached in DPP, a record of the settlement for that debt is transmitted to GH.
Payment and Fee Linking - When settlement payments and fees are scheduled in DPP, we now link transactions to their associated settlement in GH.
Tracked Country of Origin on User Logins Table
To improve security, we need to start tracking the country of origin based on the IP address on user logins. This was done by incorporating a geographical resource into our database that fetches the country name and iso country code. A new view was also established that adds these two as columns in addition to existing columns in user logins.
Improved our API Base Model
We identified a need to clean up our API models and base model to enable additional functionality we did not have when we first created them. What we needed was the following:
Define a field as required for either/both create and update;
Define whether a field can be updated after creation;
Return all validation errors at once so we can say all of the fields that have issues on a request instead of just the first error;
Support for internally defined fields, we have some fields that are exclusively created/updated by us but may need to be returned to give information to end-users.
Removed Unnecessary Centrex API Contact Fields (CTX-I-71)
Centrex has different fields required for the contact object on API. This update removed certain formerly required fields. These fields were "Address", "Home Phone", and "Date of Birth".
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