IDI Platform Version 23.7 Details

This lets you apply a cancel reason code for all active protection plans on an account when you submit a customer disconnect order. It saves you from having to individually cancel protection plans and specifying cancel reasons prior to disconnecting the customer.

Refer to the article on selling and managing protection plans in the IDI knowledge center for details.

With IDI platform version 23.7 the Paymentus Configuration form in Customer Care is now presented on two drop-down menus. Subdomain and encryption secret configuration has been moved to the second menu.

Complete information for setting up and using the Paymentus Solution is provided in the Paymentus Payment Vendor article in the IDI Knowledge Center.

• Service count by invoice category – A new workbook function (ServiceCountByInvoiceCategory) provides the treatment workbook with a service type count when provided a specified invoice category (InvoiceCategoryID) and service type (SvcTypeID). This new function uses a new workbook reference (CatalogIDs) sheet for lookup.
• Detect multiple services across an invoice category where collection actions (hotline/suspend/restore) are applicable.
• Ability to remove identified accounts from automated processing when multiple accounts (as described above) are detected.
• Manually take collection action based on manually selected services from the identified account.

• Orders
  Customer Care
• Workflow
• Admin Console

New functionality in the Orders, Customer Care, and Workflow web modules helps Wireline providers manage E911 service information. In addition, new functionality in Admin Console Data Management supports multiple E911 companies. Refer to the MSAG and E911 Management article in the IDI knowledge center for details.

Total new charges and account charges have been added to the invoice service summary. Refer to the topic on working with invoices in Customer Care web help for details.

The Products and Packages report in the CostGuard Client Report Explorer was not accounting for the Prorate Type In Advance – Forward Disconnect (ProrateTypeID 5). These results were showing a value of None in the Prorate Type column.

This report was updated to account for this Prorate Type.

When you add a credit card tender in the Authorize.Net iFrame for entering credit card information, the network receipt shows the wrong credit card type (for example, you enter Visa, but the receipt shows as Diners Club).

The correct payment information is now on the network receipt.

Batch processing was causing E-Pay recurring payments to time out.

A new stored procedure for creating recurring transactions processes all invoices/transactions at once instead previously it was done in batches.

The Deposit Interest Compounding job would not complete due to performance with the number of accounts being processed where there was no change in account balance.

The job has been optimized for better performance allowing the job to finish processing.

When we attempt to connect to the Paymentus Agent Dashboard via SSO in Customer Care using a company name, there is an error indicating that a customer’s first name and last name is required.

This has been fixed by parsing the company name to fill in the first and last name as required by Paymentus.