USPS API Integration for city, state, zip lookup

The CMA is now integrated with the USPS API to perform city, state or zip lookup.

To lookup City and State by Zip, the Client’s City field must be blank. Enter a zip code and then change focus to the City field by either tabbing to it or clicking on it. The city will automatically be populated.

 

To lookup Zip, the Client’s Address, City, and State fields must have a value. Give focus to the Zip field. If a value is found, the 5+4 zip code is populated.

Update DMP Response Date for manual Proposals

The DMP Response Date was previously only set after importing RPPS returns.

The Response Date is now updated for manual DMPs automatically.

This occurs when the Proposal Status changes from an original value of [Queued or Pending] to a status other than [Queued or Pending].

Specify account to receive Extra Funds

The following changes allow prioritization of the ClientCredit account that receives extra funds when Disbursements are automatically generated. This applies to Clients with Monthly Payments and not Clients with Split Payments.

New field: Default Extra Funds

 

When set to Yes, a message is displayed in the Monthly column.

When closing an account that has the value set to Yes, the following is displayed:

When generating Disbursements, extra funds that can be allocated will be added to the specified account.

 

DMP Proposal Generation DST Adjustment

The DMP Proposal Generation view computes a Can Send DMP On date. This date determines when a proposal can be sent to Creditors. When the first or next Disbursement date occurs after a Daylight Saving Time adjustment, the computed date fell at 11pm the previous day.

e.g. when the Can Send DMP On date should fall on 02/24/2018, 02/23/2018 11pm was being computed. Because the hour is not displayed in the column, it appeared that the proposal should be available to transmit on 02/23/2018.

The logic has been updated to add 1 hour to the Can Send DMP On date to fix the issue.

In addition, there is a new Notice icon that details when a Proposal cannot be transmitted. The Error column has been combined into the checkbox column.

 

Send automatic email when generating Quarterly Statements

There is a new optional Setting variable that can be used to specify a DocumentTemplateID to automatically email to Clients when generating the Quarterly Statement. Example uses include a notice pointing the Client to the Extranet or the Quarterly Statement itself.

To use this option, under System Management/System Settings, set the value of DOCUMENTTEMPLATEID_DMA_QUARTERLY_STATEMENT_EMAIL to the DocumentTemplateID of the email to be sent to Clients when the system generates the Quarterly Statement.

Creditor Alias displayed in LMA

Creditor Aliases are now displayed in the Creditor dropdown within brackets [] in the LMA. The Aliases are searchable.

When searching for a Creditor, e.g. “ge money”, all Creditors that have that value within their Alias are displayed.

Aliases are specified in the DMA/Creditor section.

Manager Report Export View

The Manager Report now has an Export View button that will export the contents of the view.

This is in addition to the Export Client Information as CSV  Action which generates a file with Client address and Creditor information.

Zip column as also been added.

 

New Task functionality

Starting with version 10 of the CMA, a list of new features will be detailed on this site. Please check back to see what’s new.

New Task Functionality

In order to provide the capability for a more customized workflow experience, the following modifications have been made to Task functionality in the CMA.

  • Ability to add/delete custom Tasks (Tasks cannot be deleted if there are existing ClientTasks linked to them — they must be unused). Custom Tasks begin with an ID of 1001 to differentiate from existing Tasks
  1. Specify which Tasks are “System Tasks” — Tasks that are hardcoded into the source code for a variety of reasons. Examples are Paperwork, Disbursement Failures, Requests, etc.
  2. New drop down of available Icons
  3. A Task can be its own Parent (Self Parent) if it already has another Parent Task. This is useful for recurring tasks like Account Auditing and Balance Verification.
  4. Specify a list of Tasks to automatically close upon Task creation
  5. Specify a list of Tasks to automatically close upon Task completion
  6. Ability to specify a Default Note that is included in all Tasks of this type. Useful for predefined checklists.
 For a full list of changes, please refer to the Changelog within the CMA.

Manager Report

In addition, any Task may now be added to multiple Clients via the Manager Report. The list of available Tasks is determined by the current application, LMA or DMA.
To facilitate the creation of tasks for Clients with outdated Confirmed Balances, there is a new column Oldest Confirmed Balance.