CostGuard Version 20.5 Details

Customer Care

FR 3009
FR 3153

View Starting Code Entries and Plan History on a service – These enhancements save users from having to go to the Client to see this information. There is a new Service History option in the View drop down menu on the Services and Features page. This option replaces the Service Number History option and Pricing Plan History option (introduced with FR 3008 in version 20.4).

Selecting Service History displays an enhanced Service History view that lets you toggle between Service Number History (default), Pricing Plan History (FR 3008), Plan History (FR 3153) and Starting Code (FR 3009) grids.

FR 3010

View suspend/hotline information on service – For accounts with suspended or hotlined services, the Services and Features and Service Details views now show Suspend/Hotline Type, Date and Reason. This enhancement saves users from having to go to the Client to see this information.

FR 3161

Change Reason History – A new option in the Account menu displays a Change Reason History page, similar to what is available in the Client.

N/A

(See PR 83316)

Breaking out credit and charge adjustments on invoices – A new Separate Charge Adjustments setting in Customer Care lets you, break out credit and charge (debit) adjustments on invoices viewed in Customer Care

Note:

The Client also has a Separate Charge Adjustments setting that performs the same function for invoices viewed on the Client.

These settings need to be maintained separately.

Along with this new setting on the MANAGE > Settings page, some small changes have been made to better organize information on the page. The new Separate Charge Adjustments setting is located in a new Invoice section. In addition, the existing Display Invoice PDFs and OSG NPAY Invoice Configuration settings have been moved from the General section to the new Invoice section.

Tickets

FR 3234

Data Lookups for Journals and Follow-Ups – Journal and follow-up lookups are now available when creating workflow trigger actions.

Orders

FR 3152

Enhancement on recalculating Installment Plan details – The logic in the Client for recalculating Installment Plan Details has been duplicated and added to the Orders web application to support updating plan details without error when using SetStartDate action from a Workflow.  

Note:

This does not apply to retail installment plans.

SetStartDate will throw an error if it is attempting to set the start date of a retail installment plan product.

Bulk Data Import

FR 3196

Customer Alerts – Ability to import Customer Alerts for accounts using Bulk Data Import.

Workflow

FR 3169

Link Reference Field – This will provide enhanced linkage to Workflows from Customer Care and Tickets. In this release Link Reference fields will be visible parameters on the Create Workflow action but are not intended for use until this functionality is fully developed and released in an upcoming IDI release. Additional release information will also be provided at that time.

OnlineBill

FR 3191

Ability to restrict users’ ability to show inactive E-Pay accounts – Inactive E-Pay Accounts are hidden on the Manage Payment Accounts page by default. This page has a Show Inactive Accounts check box that lets users choose to show inactive accounts. The Config Settings page has a new setting to restrict users’ ability to show inactive E-Pay accounts. The setting is located in the Payments section and is called Hide Deactivated EPay Accounts. The setting defaults to False meaning the check box is available for users. When this setting is enabled, the Show Inactive Accounts check box on the Manage Payment Accounts page is hidden so that users cannot choose to show inactive accounts.

FR 3198

Hiding end-dated markets – On the following Admin OnlineBill pages Markets that have passed their expiration date are filtered from the market Drop down:

• Configurations Settings

• Image Management

• Styling Console

• Advanced Styling Console

• Menu Configuration

Payment Processing

AR 8418

Automated action on declined E-Pay payments – This provides a process within the IDI system to take action on declined E-Pay payments. For instance, you can configure the system to retry processing a declined credit card transaction a specified number of times, under specified payment gateway decline error conditions. This helps ensure a customer does not get into dunning due to a temporary payment issue and is prematurely hotlined.

You can also set up a process for handling declined ACH payments (it is recommended not to retry ACH payments, but rather to send a notification or similar functionality).

Treatment

FR 3213

Visual Indication that a Payment Plan exists on an Account:

In the Client, a payment plan icon is shown on the main account page when a payment plan exists on an account

In Customer Care an indicator is shown under system notifications if there are active payment plans on an account. Clicking on the indicator takes you to the collections page.

XML Reports

AR 8655

Enhancement to AR 8595 New XML report for circuit services and associated charges – The logic for the Usage Type as MRC Group Summary XML report has been updated. When the Circuit Charge Detail report is enabled, the Usage Type as MRC Group Summary report will exclude all non-usage charges associated to services that base service type = Dedicated.

Security

FR 3082

Internal Framework updates to support future enhancements.

Realtime Provisioning

FR 3190

Improved authorization mechanisms – Realtime provisioning scripts have been updated to improve the authorization mechanisms in place. This was done to enhance the security process and streamline environment refreshes. No customer action is required.

Customer Care

83316

Invoice Displays in Customer Care do not honor the CostGuard Client Separate Charge Adjustments setting. This PR adds this setting to Customer Care. Details are provided in Section 2.4.

83462

Fixed modifying a customer in Customer Care to save the address validation info for TaxSpeicalDistricts and TaxFIPS correctly.

83463

The customer name sent to the Customer web service is now correctly capitalized based on ContactAllCaps setting.

83467

This PR fixes an issue that only exists in CG 20.04 Base. When creating a dispute adjustment or adding a reversal fee to a dispute, the DisputeModified and AdjustmentCreated triggers could fire multiple times (instead of once). The logic has been fixed to only fire the appropriate triggers once.

Customer Web Service API

83474

There was an issue with the BalanceSummary OData returning multiple payments as the last for the account when there was more than one payment having the most recent payment date. This only occurred when there were two or more payments with the exactsame date/time stamp in the Payment Date field, and the value for Payment Date was the most recent one for the account.

This solution updated the BalanceSummary OData to return a single payment having most recent payment date.

Note:

This issue only applied to Customer Web Service API, and was not seen in CostGuard Client or Customer care.

Workflow

83398

Subworkflow View Timing Out – Improved performance when clicking on Subworkflows from a workflow.

83429

Add Wait Time tasks on occasion would not auto-complete. Changes were made to the Workflow Event Processor logic to prevent this.

83448

Updated Working Event Processor to correctly handle Conditionals with length > 255.

83461

The lock duration in Workflow has been increased from 1 minute to 5 minutes to prevent long-running workflow actions from erroneously running twice from a workflow.

Document Storage

83450

The categories list was throwing an error on load for Document Storage intermittently. This caused an issue with search in Care and in Document Storage. The storage and retrieval of actual documents was not impacted, only search pages were affected. This PR resolved the categories list error and search pages will now function as expected.

Payment Processing

83406

AR 8519 added the capability (via a setting) to automatically apply an E-Pay payment to the oldest or most recent open invoice. This PR adds performance enhancements and updates the Apply to Invoice number logic to include invoices that are not yet posted for an approved bill period. Previously, only posted invoices were considered.

83473

Fixed issue with approval of E-Pay bank account transactions that caused a null reference error.

CostGuard Client – Customer Management

83364

When accessing the Orders tab in the CostGuard client, the screen would time out when there was a large number of search results. The logic to return orders for a given date range has been optimized to return large results more efficiently and not time out.

OnlineBill

83447

During OnlineBill registration, if a customer uses an expired link they are presented with the following message: This secure link has expired. Please click OK to return to the Login page. The problem was that there was no OK button to select. The only available options were Cancel and Next. This PR removes the Cancel and Next buttons and provides an OK button as the only option.

83468

Resolved an issue that was causing the Invoice Details Page in OnlineBill to not load. When you viewed the detail tab it would spin and never load.

RateBill

83459

Conflict with Change Bill Period Next end Date setting – Updated XML operation logic when the Change Bill Period Next End Date setting is enabled. The setting was being applied to all charge end dates for invoice details. It has been updated to only change the end date of those charges that use the bill period dates, instead of all charge end dates. This impacts the following XML Optional reports:

• New Charges for MRC Groups

• Circuit Charge Detail

• OCC Charge Detail

• Usage Type as MRC Group

Catalog Web Service

83392

The Number Of Units field for the Discount OData in the Catalog Web Service view had a precision value of 11. This has been increased to 16 to account for larger values.

Workflow

05/06/2020

Security

05/07/2020