IDI Platform Version 25.2 Details

Customer Portal

FR 3626

Self service enhancements – Ticket integration and helpful links

Two self service enhancements in the Customer Portal can help you reduce call volume and related expenses for your service centers.

• Integrating IDI tickets functionality lets your subscribers open and view tickets via their portals. Tickets are presented to subscribers as support requests.

• The ability to add links (urls) on the Support page gives your subscribers quick access to helpful information.

Customer Portal

FR 3645

Account lock indicators for port outs and SIM changes

In support of FCC compliance guidelines, this lets subscribers indicate when SIM changes and/or port outs are prohibited on their accounts. This is similar to the account lock functionality for Customer Care provided in the 24.11 release.

With this functionality:

• Providers can set up portal profiles to enable/disable subscribers’ ability to set and view account lock settings for SIM changes and port outs.

• Subscribers can set and view account lock status when the functionality is enabled for them.

Note:

These settings and corresponding indicators are for information only to provide a warning not to perform these actions. They do not prevent users from performing these actions.

Orders –
Port In

AR 9400

Making Carrier Porting From Required on Port-In ShortForm

This benefits providers that use the Port In short form in the Orders web module and need to capture Carrier Porting From when a service is ported in. This field is required on the long form but was not on the short form. Now you can make Carrier Porting From required through Order Field Configuration.

Orders

FR 3647

Search enhancements

This release provides the following enhancements for web orders:

• Searching by receipt number in the billing order Omnisearch. Note: All other Omnisearches already supported this.

• Exporting the results of any Omnisearch in Orders.

E-Rate

AR 9410

E-Rate date enhancement

To provide more flexibility, you can now override the date that billing uses for E-Rate processing. Prior to this, the last day of the bill period was always used as the E-Rate date (which is used for determining which FRNs are applicable and for logging utilization). With this enhancement, a new optional offset is available for your bill cycles. This new offset can be set independently for each bill cycle. When populated, this offset will be added to the last day of the bill period for all of your E-Rate processing for that bill cycle. The result date is then used for both purposes (the determination of the applicable FRN for eligible charges and the utilization date for E-Rate file creation).

Additionally, the form for entering Manual Utilization, which defaults the utilization date once users select an invoice, has been enhanced to use the offset when applicable.

Note:

Bill Cycle configuration is done by your IDI team. Please open a service request to have this capability enabled.

Provisioning/
Workflow

FR 3616

Provisioning enhancements

This release provides significant enhancements to the variables functionality. The system now thoroughly analyzes the order’s context to ensure that the correct value is sent to the provisioning provider.

The provisioning system allows multiple actions—such as adding or disconnecting services or features —to be executed within the same order, eliminating the need for workflow splitters or separate orders.

All relevant SKUs are included in the provisioning request for Modify service actions when the POD is assigned at the feature level.

Usage Processing

AR 9433

Ability to denote 5G usage for Periodic Rated Records (PRR)

New values for the Recordtype field in PRRs support denoting 5G usage. This is in compliance with the updated PRR Guide v13.1.