IDI Platform Version 24.11 Details

Orders

FR 3413

Searching on No Sale transactions

As a continuation of the Register Management functionality delivered in versions 24.06 (register management) and 24.8 (no-sale transactions), this deliverable includes the ability to search on No–Sale transactions submitted via the web. Refer to the Web Sales article in the IDI knowledge center for details.

Customer Care

FR 3628

Account Locks for Port Out and SIMchange

In support of FCC compliance guidelines, this functionality lets you mark an account in Customer Care when SIM Changes and/or Port Outs are prohibited. New Account Lock settings for SIM Change and Port Out are available when you add or edit an account. When enabled, a corresponding indicator is displayed on the account summary view. Note: These settings and corresponding indicators are for information only to warn service representatives not to perform these actions. They do not prevent users from performing these actions.

Customer Portal/

Product Catalog

FR 3581

Broadbandlabels

In compliance with FCC order 22-86 for broadband service providers, the Plans & Services page in Customer Portal has been enhanced to provide a visual indicator and a clickable link when a service has a broadband label. The new link is named View Broadband Facts. Clicking it displays the corresponding broadband label.

Also, the Product Catalog web application now supports configuring and managing broadband labels. Product Catalog users with Allow Log On permission can view broadband labels. Administrators with a new Manage Broadbands permission can:

• Configure (add/edit) broadband labels in the web Product Catalog.

• Associate a broadband label to an existing billing product.

• Download a CSV file of all your active Broadband labels.

Customer Portal/
OnlineBill

FR 3626

Redirect OnlineBill login to Customer Portal

There is a new Admin-level setting in OnlineBill to redirect the OnlineBill login to the Customer Portal. When enabled, users will be seamlessly redirected from the OnlineBill login page to the Customer Portal login page with the profile query string and a brief message letting users know they are being redirected.

Usage Processing

AR 9361

Create new CellSite lookup for 5G CellIdentity

Home vs. Roam lookup will now use the Base Station ID (BSID) field in the Admin Console Data Management CellSite table. This will be used to determine if the subscriber is on-network or roaming. Without this update, multiple tables would be used to maintain the BSIDs. With this update, users will have a better experience using the Home vs. Roam lookup while reducing the number of errors that may occur.

Orders

84769

Ensure Non-Recurring charges (NRCs) are marked as Final Billed

PR 84677 made changes to NRC billing to set Final Invoice Number, but that was preventing End Dates from being set on a disconnect.

Final Invoice Number is no longer used as a factor in determining if End Date should be set on disconnecting an NRC.

Orders

84778

Retail taxing error when using an address with no taxjurisdiction

When an order included an item having an address with no tax jurisdiction (tax jurisdiction = 0), the Order Placement web service would detect this condition and throw an error, preventing the checkout from completing. Note: No tax jurisdiction is valid for some US cities and Canadian addresses.

This has been fixed by removing the tax jurisdiction check. This allows the checkout to complete without an error.

Orders

84790

Discount reasons with Show on Price Adjustments not returned

When adding a discount to an order, discount reasons configured to Show on Price Adjustments were not available for selection.

The Order Management web service has been updated to make all applicable discount reasons available for selection.

Customer Care

84783

Customer web service fires extra triggers when contact ismodified

Modifying a single contact on an account would trigger updates for all contacts. For example, updating address validation for one contact was causing other contacts on the account to be unnecessarily updated, which increased the system load and slowed down API processing times.

Now only contacts that have been actually modified will trigger an update.

Customer Portal

84793

Usage not viewable through Customer Portal

Usage data was not viewable via the Customer Portal. The page would display a continuous loading message without loading the usage view. This was caused by a missing dependency, which has now been added.

Workflow

84762

Bulk Update tasks allows Basic roles to perform Advanced changes

Work Item Bulk Updates allowed users with the role Workflow/Manage Tasks (Basic) to change the assignment of Groups and Users. This functionality should only be allowed for users with the role Workflow/Manage Tasks (Advanced), matching the permissions for the Edit Work Item page.

Builk updates now honor the Adanced permission (same as for single updates).

E-Rate

84765

E-Rate 474 File Populates ShippingDate

The E-Rate file creation process has been updated for Detail (DTL) records as follows:

• Ship Date is populated with the Utilization Date

• Billed Date is no longer populated

• Application Number is left-padded with 0s to a length of 10 (if it is not already 10 digits)

Inventory (Web)

84772

Warning message on exporting more than 5000rows lacked detail

When running an equipment search for more than the maximum 5000 allowed in the Inventory web module, the warning message did not indicate why the warning was being issued.

The message now indicates only 5000 results are being returned.

Usage Processing

84789

Parser – Directory AssistanceCalling Issue

Issues were found related to AR 9339 (Skip Wifi usage in the PRR and ERD formats) provided in version 24.7.

The PRR parser has been updated to correctly use the parselookup SkipByEventType skip reason only for records with event type values.

Workflow

84791

Reverse service penalties not using most recent service number historyrecord

When a service has been disconnected more than once, the Reverse Service Penalties Workflow action was not always using the most recent Service Number History record to confirm a service was disconnected within the allowed time frame (Eligibility Days). This resulted in the service not being processed by the action.

The action now validates using the most recent Service Number History record.

Payment Processing – Paymentus

84800

PayPal failed notifications (PNS) on payment cancellations

When issuing a refund or credit via Paymentus for accounts using PAYPAL_CREDIT or PAYPAL_ACCOUNT, the system lacked proper validation when determining the Adjustment Type ID. As a result, PayPal transactions failed PNS and did not post to IDI balances upon cancellation. Although the transactions appeared in Paymentus’ system, notifications remained stuck in Processing.

This has been resolved by adding PayPal to the adjustment type matrix. When conducting a sale and return, adjustments now correctly appear as credit card adjustments.

Payment Processing – Paymentus

84801

Duplicate payment and adjustment transactions
A fix was made to prevent duplicate payments or adjustments from being created in scenarios where the same transaction is attempted multiple times. Logic was added to check if a payment or adjustment is already associated with a Paymentus Reference Number before creating a new one. If a duplicate transaction is detected, it will only log the attempt to the database without creating an additional payment or adjustment.

Bulk Data Import

11/05/2024

Workflow

11/06/2024

Customer Portal

11/20/2024