Changelog

Product Changelog

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

  • Estimate table includes Hardship payments

    The ClientCredit Estimate table in the LMA now displays a matrix of monthly payments for each of the available Hardship codes. When a Creditor does not have Hardship codes, the Expected Payment column is carried over into the indicators. The Totals rows indicates the sum…

  • New Creditor Hardship functionality

    Creditor Hardships are now specified at a Creditor level. If a Creditor does not have any Hardship records, a hardship indicator will not be selectable when editing a Client Credit record. The new functionality allows specifying different parameters based on Creditor specifications.

  • Waived Fees Report

    The Annual Waived Fees Report is now available under the System Management section. This report iterates over all months for the selected year and computes the waived fees based on the Monthly Fee rules for that state. The results are available either as a Summary…

  • Add BillerColoring

    In order to identify certain RPPS BillerIDs that should not be used or should be avoided, BillerColoring functionality has been added to the CMA. Under System Management/Biller Coloring, a list of BillerIDs can be added along with the HTML that should be displayed next to…

  • Add Setting variables to generate Client Monthly Statements

    There are two new Setting variables that can be used to generate Client Monthly Statement for Active Clients: DOCUMENTTEMPLATEID_DMA_MONTHLY_STATEMENT DOCUMENTTEMPLATEID_DMA_MONTHLY_STATEMENT_EMAIL These work like the QUARTERLY variables. If a DocumentTemplateID is specified for DOCUMENTTEMPLATEID_DMA_MONTHLY_STATEMENT, that Template is generated on the 1st day of each month and…

  • ClientBudget Report

    There is a new ClientBudget Report under the DMA/Reports section.

  • Support for Extranet Wet/Drawn Signatures

    The Extranet now supports drawing the Client signature either with a mouse or touch based device. To enable the custom signature on an Extranet Phase, edit the phase and set Wet Signature Required to Y.   When set to Y, a drawing rectangle appears on the Extranet…

  • Creditor Minimum Finance Charge field

    A Creditor Minimum Finance Charge field has been added to the Creditor record. When a value is provided, the greater of the monthly computed interest or this amount is used when estimating current ClientCredit balances.   Field as it appears in the Creditor record:  …

  • Equifax Credit Report Support

    Support for Equifax Credit Reports functionality has been added. Pulling/Merging/Display of Credit Reports for Clients and their CoApps is now supported from: Equifax TransUnion

  • Company Monthly Fee Schedule Changes

    The mechanism to compute Monthly Fee rules has been rewritten to provide support for computations based on a Client’s LMA Start date (clientDateStarted). When no date is specified for a rule, it applies from the beginning of time. There is a new System Permission called…