Client Referral Tracking

When adding a new Lead, there is a new field next to the Lead Source that facilitates starring the ClientID of the Client that referred this Client. In addition, there is a new report under LMA/Client Referrals that displays all Leads that have referred and have been referred by other Clients.

RPPS DMP File Format changes

The RPPS DMP File format has been updated work with the new Client Budget architecture. In addition, the Student Loan budget item is passed as a separate category. The computation of Total Debt to Income Percentage has been updated to be more accurate. Max repayment period for Hardship indicators A & C have been increased from 60 to 72 months to support Less than Full Balance indicators going live in October.

Creditor Page Changes

The Creditor fields are now grouped into different sections to make it easier to locate specific information. Fields have been added to track Creditor Policies/Benefits.

CSP Stats update in Client/Budget

A new CSP stats table to more accurately display number of enrolled CSP Clients for the month has been added to the Standard Budget. The table is automatically displayed when at least on account linked with the Client participates in CSP.

Possible Missing FairShare Report

A new Report has been added under DMA/RPPS & Checks/Possible FS Matches.

The report displays ClientCredit records that may be missing FairShare based on the Creditor they are linked with.

Changes to Fixed Payment Creditors

Creditors where payments are fixed, (i.e. Percent of Debt = No) such as Line of Credit and some Credit Union Loans now display the APR in the LMA. Previously, the APR was ignored and the value N/A was displayed in the Creditor table. Since some Loans apply an APR, it is more accurate for the Estimate table to display this APR.

When a Pre-Program APR is entered for a Creditor of this type, the Program APR is set to the same value so that the program estimates are accurate.

APRs of 0% can be entered as 0.

RPPS Trace and Batch numbers are Global

In order to prevent collisions of RPPS Trace numbers for Companies that share the same RPPSID, the RPPS Trace and Batch number fields have been moved from the Company table to the Settings table.

The new Settings fields are:

Import Return Files Changes

The process of importing RPPS and Check Return Files has undergone the changes described below.

RPPS Return Files are now processed system wide so that a return file only needs to be imported once even if multiple Companies share the same RPPSID.

When selecting File Type of RPPS Return File, the Company Select is no longer displayed as it is not needed. The History record associated with this file is associated with the 0 Company.

Check Return Files are now processed per Bank instead of per Company. After choosing File Type of Check Return File, a Bank Select box is displayed where Banks that have a Check Return File will be displayed along with their current check number.

Supported Check Return File types can be associated within the Bank record. Only Banks that are associated with a Check Return File Format are displayed int he Import Return Files page.

CERP Report

Updated: 2020.05.05

A new field have been added to the Creditor record:

  • Peregrin CreditorID (set manually)

The DMA / Client Creditors report has a new filter CERP Report. If set to Yes, only the CERP relevant columns are displayed in the report so that it can be exported and modified before uploading to Peregrin.

Prior to running the report, date filters and Hardship Indicators should be selected.

CERP Support

In order to support the Counselor Emergency Response Program (CERP), a new Hardship Indicator has been added to the CMA.

The three Virus Related Hardships (VRH) were already added as part of EMS support and are available under the Lead/Budget tab.

Steps required by the Agency

  • The hardship indicator should be added to participating Creditors using the DMA/Creditors view under the Hardship tab.
    Because this hardship is a deferral, all terms should be left at 0.
  • Add a new CERP Task with a due date of 45 days so that you can review the Client account prior to 60 days. Expire time should be set to 3888000 seconds.

To enroll a ClientCredit account in CERP:

This applies to 1b and 2b.

  1. change the Proposal Status to Queued
  2. change the Hardship Indicator to P: CERP
  3. remove the DMP BillerID to prevent the account from appearing in the RPPS DMP report
  4. create a CERP Task for the client to follow up prior to 60 days

Generating the Peregrin CSV file

Currently, the Peregrin CSV file should be populated manually as it may contain a mix of EMS and CERP proposals along with a reason code of 1a, 1b, 2a, or 2b, depending on whether this is an already enrolled Client.

As the file is populated, the ClientCredit Proposal status should be changed from Queued to Pending indicating that a response is pending from the Creditor.

To make it easier to identify which ClientCredit accounts are enrolled in a CERP product, the DMA/Client Creditors report has been modified as follows:
– added a Hardship Reason filter
– the Hardship Indicator filter now supports multi-select