Product Updates

Product Updates

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

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  • 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:– RPPS_BATCH_NUMBER– RPPS_TRACE_NUMBER

  • 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…

  • 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…

  • 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…

  • EMS Support

    This document outlines how to enable Extended Modification Solution (EMS) support in the CMA. Add Hardship Indicator to Creditors A new EMS Hardship Indicator with a value of “M” has been added to System Management/System Codes table: This hardship indicator should be added to participating…

  • CSP Multi-Tier Support

    There is a new System Setting: IS_CSP_SUPPORTS_MULTIPLE_TIERS If enabled:– when sending a Lead package, the same tier is no longer required for CSP accounts– any hardship indicator linked with the Creditor can be selected

  • Billed FairShare for Transmitted Disbursements

    There is a new System Setting variable: IS_GENERATE_BILLEDFS_FOR_TRANSMITTED Typically, Billed FairShare is only generated for Cleared Disbursements. When enabled, Billed FairShare is also generated for Transmitted Disbursements.

  • Update CSP Stats

    Stats for CSP Creditors displayed in the Standard Budget now include a total of Accepted Proposals with a first disbursement during the current month. This provides a more accurate percentage of accounts enrolled in a CSP Tier.

  • New Debt Type ClientCredit field

    There is a new field in the ClientCredit records that allow selecting a Debt Type

  • Creditor Disbursements via ACH

    Disbursements to Creditors can be made via ACH instead of a check file. To enable ACH Disbursements: Add a Bank record with the Creditor’s Bank ACH information Update the Creditor record and link it with the new Bank When this is done, a new drop…