IDI Platform Version 25.3 Details

Customer Portal

FR 3646

Viewing corporate accounts in Customer Portal

The portal view for corporate accounts has been enhanced to facilitate traversing the entire corporate structure. The Account Summary page for any parent-level account (one that has child-level accounts) has a new navigation option for viewing the corporate structure. It opens a new Corporate Account page. From there:

• For each child account that has billing-active children, you can click to view their children and traverse the corporate tree.

• A search option on the Corporate Account page lets you search by account number or customer name.

• You can change your view of Customer Portal to any descendant account. Doing this opens the Customer Portal for the selected descendant account.

• When viewing another account, you have an option to return to the original account.

Not Invoice Responsible (NIR) users will not have access to the Manage Wallet, Manage Autopay, and Make Payment pages. This restriction is in place to prevent misapplying payments, which could lead to issues requiring customer support.

Notes:

• No special installation is needed. The new functionality is available for all customers currently using Customer Portal.

• This functionality will be deployed as a Customer Portal platform system deployment in March.

Service Number Inventory API

AR 9418

New endpoint to update inventoried service number

This adds an endpoint to the Number Inventory Service API to update an inventoried service number. The endpoint will support a single operation: PATCH. The following minimum properties of an inventoried service number will be patchable:

• Inventory Status

• Available Date

• NRUF Sub-Category

• Is Ported-In Number

• Ported To

• Ported From

• Notes

• Inventory Groups

All business rules enforced by the client when editing an inventoried service number will be enforced by the PATCH operation.

See the Number Inventory Service API documentation in the IDI knowledge center for details.

Ordering – Web API

AR 9377

Catalog service API enhanced to support price matrix look-up

Price matrix functionality in Desktop Client Product Management lets you vary pricing for catalog items based on zone (NPA NXX) and/or contract SKU. This functionality is now supported by the Catalog Service web API. Catalog Item Lookup and Catalog Search operations in the Catalog Service support matrix look-ups. See Catalog Service API documentation in the IDI knowledge center for details.

Customer Care – CPNI

AR 9409

Using driver license number for CPNI verification

This adds Driver License Number as a CPNI Verification option in the CPNI Settings in Customer Care (Manage > Settings. CPNI Settings). When enabled, the Driver’s License Number field will be presented on the CPNI Authentication dialog for an account with a blank input field. This prompt works the same as other prompts – Account Password Prompt or Security Question/Answer Prompt.

Corporate Accounts

84804

Child accounts missing from corporate parent’s usage file

Corporate accounts have a process where child usage files are zipped and moved to their own folders, and then written out to a parent csv file. Child files would be missing from the csv file when the child usage files were deleted from the base directory before they were written out to the parent’s usage file.

The process has been updated to ensure the zipping process occurs after the supplemental file has been created to avoid this scenario.

Product Management

84854

Issues with Discount Category Config DELETE

Attempting to delete a discount category would occasionally time out before the deletion occurred depending on a customer’s data profile.
The performance around deleting a discount category has been significantly improved so that deletions can occur without error.

Retail Installment Plans

84843

Future installment tenders rarely not added to order

A Future Installment tender type is added when tendering a transaction with a retail installment plan. The purpose of this tender is to account for the remaining balance of the installment plan in the general ledger (amount not accounted for when the transaction is tendered). On rare occasions, this tender was not being added to retail transactions, causing a GL Rounding Error. This issue does not cause the transaction to fail, nor does it impact installment plan processing.

A root cause has not been determined. Logging has been added surrounding finalization of transactions with an installment plan to assist troubleshooting this issue going forward.

Retail Installment Plans

84855

Inaccurate retail installment plans due to prebilling invoice calculation errors

Prebilling invoices caused inaccuracies in installment plan data because they were incorrectly accounted for when calculating remaining payments and balances. As a result, the system recorded an extra payment whenever a prebill occurred, generating incorrect information on the Retail Installment Plans form.

Installment plan data no longer includes prebilled invoices. This improves the accuracy of remaining installments and balances, preventing incorrect actions based on inaccurate data.

Customer Portal

84877

Self Registration Login Not Honoring Subscriber’s Profile
In Customer Portal, after account self-registration is complete subscribers are presented the Account Registered dialog with a Continue to Sign In link. This link did not include a parameter for profile, resulting in subscribers being sent to the login page with the default profile.An update was made to include the profile in the link and send subscribers to the login page with the correct designated profile.

Note:

This update will be deployed as a Customer Portal platform system deployment in March (not with the IDI platform 25.3 release).

Customer Portal

03/14/2025