Documentation Index

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IDI Platform Version 23.4 Details

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IDI Platform Version 23.4 Core Bulletin

Change Orders

Functional Area

AR/FR

Description

Payment Processing

E-Pay

FR 3453

Paymentus integration– milestone 1enhancements

Milestone 1 was originally provided with IDI platform version 22.12. The 23.4 release provides these enhancements:

  • New Paymentus option in the account’s Billing menu

  • Copy account number to clipboard icon to facilitate account number entry when required

  • New configuration options

Additional functional milestones for Paymentus integration will be deployed over a series of IDI platform software releases where each subsequent release builds on the prior one. For details regarding the overall objectives and planned future deliverables, refer to IDI Updates > Product Roadmap in the IDI Knowledge Center.

Note:

Service providers will need to coordinate with IDI Support/Account Management and Paymentus to enable and fully integrate this functionality in their IDI platform.

For details on the benefits provided by Paymentus integration, how to set it up and how to use it, see the article on Paymentus Integration in the IDI Knowledge Center.

Web Orders

FR 3517

Automatically update Handset ID on a new wireless service

This enhancement reduces the steps for adding a new wireless service with a retail device. When added correctly, the serial number from the retail device is automatically applied to service and updates the Handset ID. Note: Service and handset must be compatible (both are GSM or neither are GSM).

Web Orders

FR 3505

Enhancements for refresh service via webapplications

FR 3505 was originally released in IDI platform 23.3. The 23.4 release provides enhancements to improve alert message presentation when selecting provisioning providers, and facilitate selecting all provisioning providers with one click.

For details see the article on Refreshing a Service via Web Applications.

Credit Checking – TransUnion

AR 8970

Support for OFAC (Office of Foreign AssetsControl)

Credit provider integration has been enhanced to retrieve Transunion’s OFAC Name Screen optional add-on report (6800) and parse the results. For service providers that use TransUnion as their credit checking agent, the OFAC screen name alert returns an OFAC notification on a subscriber’s credit report when their name matches a name on the US Department of Treasury’s Specially Designated Nationals (SDN) list. This information is available on Customer Care and CostGuard Client screens for credit checks.

Core Reports

AR 9163

Update Contract AssetReport

CostGuard releases 21.5 and 21.6 provided functionality to help CostGuard users comply with ASC 606 revenue recognition standards. When CostGuard 21.6 provided a new Contract Asset Sales Audit report, it imposed a requirement that a new plan be purchased in the POS order along with the contract and eligible product. AR 9163 in CostGuard 23.4 removes this requirement. Now, if the order does not include a new plan (for example, a renewal/upgrade where there is a new handset and contract but no new plan) the report will use the existing plan on the service to perform the calculation.

For complete details on this functionality, see the article on Compliance with FASB ASC 606 Revenue Recognition Standards in the IDI Knowledge Center.

Provisioning

AR 9135

Metaswitchprovisioning

Full functionality will be released in multiple phases. This release adds an extensive list of new features and their corresponding parameters to the existing Update Additional Features action. See the Metaswitch Provisioning specification in the IDI Knowledge Center for details.

Security

N/A

Internal maintenance updates

Resolved Known Issues

Functional Area

PR

Description

Customer Care

83984

Address validation for serviceaddresses

Service addresses created and edited in Customer Care previously did not have address validation performed on them.

Customer Care/APIs have been updated to perform address validation when creating and editing a service address. This results in a tax jurisdiction being set for service addresses that pass address validation.

Note:

Service Addresses will only validate using USPS (will not use CoreLogic if enabled) This is consistent with CostGuard Client Service Address Validation. TaxJurisdiction Info/TaxCounty will also be set on the Service Address if “Tax Using Service Addresses” is enabled.

A popup will display if there are any validation errors.

Customer Care

84326

Edit Additional Information on an account using extended data

The Additional Information section on the Edit Customer Information page lets you set custom attributes as defined in Admin Console. This section supports setting attribute values via extended data as set up in the Workflow web module. Attributes are matched to their extended data item by assigning both items identical keys. There was an issue where, if an attribute and extended data item had identical keys differing only by case, the web service call would not match the items and consequently not set the attribute value as intended.

The web service call has been updated to ignore case sensitivity when matching extended data items with attributes so attribute values are set as intended.

Customer Care

84330

Tax Jurisdiction Override disabled on saving withoutchanges

This issue was found when following these steps on customer account:

  • In Account Details, click Edit in Tax Information > Tax Jurisdictions.

  • Check Override and perform a Tax State search.

  • In Tax Jurisdictions dialog, click OK without doing anything in the dialog.

  • At that point the search field is not functional.

To prevent this condition, Save on the Tax Jurisdiction dialog is disabled until changes are made. If you do nothing, your only option is to cancel.

Customer Care – Directory Listings

84336

Directory listing functionality not immediatelyavailable

The ability to manage directory listings in Customer Care was introduced in CostGuard version 23.3; however, this functionality was toggled off by default (control not accessible to CostGuard Users).

This functionality is now immediately available on installation.

Customer Management

84196

Unable to save installmentagreement

An unnecessary check was causing the following error to occur rarely when selling a retail installment plan in CostGuard Client: Unable to generate and save installment agreement. Installment Agreement Information missing. The error was displayed even when the installment agreement was saved and the device activated successfully.

This check has been removed so the error only occurs when an agreement actually does not save.

Orders

84342

Order Placement Service ProvisioningPriority

Provisioning Priority supported in the Order Placement web service was not previously implemented in Billing System Update.

Billing System Update now copies Provisioning Priority from the web order into the billing order as other order-level fields are copied in.

POS Make Sale

84321

Cancel Reason Code being set on protection plansale

When selling a retail or billing protection plan via make sale, on finishing the order, the Cancel Reason Code on the product was being set to None. Cancel Reason Code should only be set when the protection plan is canceled and not at the time of sale. This resulted in an issue with the Cancel Reason Code drop-down menu in Care. This menu has a blank entry for setting the value to Null. Setting the value to None at time of sale put a 2nd blank entry in the menu.

This was corrected by setting the Cancel Reason Code to NULL at time of sale rather than None.

RateBill

84274

Fix for service with start dates less than1/1/1970

Services with start dates before 1970-01-01 were skipped and not billed.

The Billing operation was updated to not skip billing charges associated to services with start dates less than 1970-01-01.

Payment Processing

84312

Timeout on retry declined epaytransactions

AR 8418 in CostGuard version 20.5 provided the ability to take action on declined E-Pay payments to help ensure customers do not get hotlined due to a temporary payment issue. A performance issue with the query to find declined transactions was causing the process to timeout and error when the query took more than two minutes.

The query has been updated to improve performance.

Payment Processing

84351

Issue with stuck recurring E-Pay Transactions

A previous PR addressed an issue where recurring E-Pay transactions would stick in Partial status. However, the intial solution had bugs that caused it to return duplicates rather than all requested records.

Related queries were fixed to return only requested records and not return any duplicates.

Bulk Import

84316

Device Bulk Data Importperformance

Device bulk import was introduced by AR 8885 in CostGuard Version 22.3. This import had performance issues where the imports would take an exceedingly long time to run. This was caused by the luhn digit not being identified and removed accordingly early in the import process.

Updates have been made to lookup from a file for a serial number or alternate serial number to find the 14 digit value first. If there is no return on a 14 digit value, the 15 digit value will be used.

Platform System Deployment Updates:

Module

Target Deployment Updates

Metaswitch

04/17/2023

Security

04/19/2023