Product Updates

Product Updates

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

Subscribe to CMA product updates via RSS

  • NSF Creditors

    In order to facilitate the automatic creation of an NSF Creditor record for a Client whose ACH payment fails, the following changes have been made: Client/Creditor tab now displays balances for Contributors when the balance > 0. Since Monthly Fee Creditors do not have a…

  • Merging a TransUnion Credit Report

    When pulling a TransUnion Credit Report, a Merge screen is presented prior to importing the account information. A set of buckets where accounts can be dragged and dropped are presented: Existing Accounts Add Credit Report Accounts Not In Program Do not Import If a Credit…

  • CSP Tier Validation

    Prior to sending Paperwork in the LMA, if a CSP Tier has been selected for at least one ClientCredit account, validation is performed to ensure that the correct Tier has been selected. If a Tier mismatch occurs, an error message is displayed indicating the Tier…

  • Extranet – DMA ACH Step

    When a Client completes the Extranet ACH Step, the system automatically confirms the 1st Payment Date as the Extranet User.

  • ClientCredit Closed Reason

    There is a new field clientCreditClosedReason. Default options are: Not In Program Paid in Full Client Removed Creditor Removed Non Participating Creditor Insufficient Information Additional values can be added under System Management/System Codes When Closing a ClientCredit record, a reason can be provided. In the LMA,…

  • New Setting: NSF_FEES_BY_STATE

    There is a new Setting key: NSF_FEES_BY_STATE. When a value is provided, it overrides the default NSF Fees when importing failed ACH payments. When blank, the system defaults are used. Example values: AZ:0,PA:25,WA:20  

  • TransUnion Credit Report Pull

    The ability to import Credit Reports along with a Credit Score via the TransUnion API has been added. A new action, Pull Credit Report is displayed in the LMA / Creditors tab for members of LMAAdministrator and DMAAdministrator. Pulling the Credit Report via API performs the following…

  • Bank name lookup with Routing Number

    A button has been added when adding a ClientACH record that links to www.routingcheck.com to look up the Bank name of a given Routing number. The bank information opens in a new window.  

  • Projected Months automatically updated for Leads

    In order for the NH Monthly Fee to be correctly computed, the estimated program term in months must be set for Leads. Previously, Projected Months was manually set by the user. Projected Months is now automatically set whenever a ClientCredit record is updated for a Lead…

  • DMP Monthly Fee projectedMonths parameter for NH

    In order to comply with the NH DMP Monthly Fee rule, a new Monthly Fee Schedule parameter, projectedMonths, has been added. This value is set in the Client / Admin tab and should be manually entered for all NH Clients.   Per: http://gencourt.state.nh.us/rsa/html/XXXVI/399-D/399-D-15.htm V. The licensee’s fees…