LoanPro Software Staging Release

Transcription

1 09/14/2016 Welcome to our new Staging Environment! LoanPro Software Staging Release Your company settings and configurations have been copied from your production tenant. This includes all Agent user, roles, settings, etc.. It does NOT include any customers, or loan accounts. You have been granted temporary access to a staging tenant in our new staging environment. You can use your existing production username and password in the forgot my password link to reset your password for the staging environment. Access to this staging environment will become standard practice with each new LoanPro software release & will be available for about 2 weeks prior to each production release. It may not be available to you at other times, LoanPro s team will publish an update on our Status page informing when staging will be disabled. Over time we intend to migrate all sandbox tenants to become staging tenants & to do away with Sandbox tenants in production. Please follow these instructions to get started: 1. Clear your browser cache Navigate to: make sure to check your URL as some links will send you back to production. 3. Click on Forgot your password 4. Enter your production address used for username

2 This will send an to your inbox, follow the instructions there. Once your password is reset, you ll be required to log in to Staging, then change your password. PLEASE NOTE THIS WILL ONLY CHANGE THE PASSWORD FOR YOUR STAGING USER NOT YOUR PRODUCTION USER. 5. Begin using Staging Tenant. Please note that all URLs, Tenant Ids, etc.. Are unique to this environment. Special Notes & Considerations (a) Staging IS LIVE. LoanPro is not doing any data migration of customers or loans, however if you are entering those directly please note that all services are live. s will be sent, dailymaint is running, etc.. Please treat this as a live system & do not enter in data you would not into a live system. (b) Each Staging tenant has been mapped to a dedicated/private Merchant Connect Beta account. All connection links & information is viewable in the user interface at: Settings>Company>Merchant Connect tab of LoanPro. Note that LoanPro Staging is mapped to Merchant Connect Beta (not Production). (c) If your company has paid for & operates on a dedicated RDS database configuration in Production then upon special request we can setup (1) One database user to the Staging Database for you to access & preview. Note this is not on your dedicated RDS, so it is tedious for us to setup database users & not RDS users. You ll be limited to 1 database user per company. In order to have this you ll need to in support to request it & provide a maximum of 3 IP addresses for us to whitelist associated with the single user for us to create.

3 9/14/2016 Staging Release Changes & Enhancements to LoanPro Software 09/28/2016 Production Release Changes & Enhancements to LoanPro Software New Features Associated Payment ID field added to Charges entity Improved Loan Manager searching for Addresses Improved performance in calculation of Roll Payment function Added Next Forecast Payment Amount adjustments on Classic Extra towards options Removed Trigger Notification Restrictions Section Time/Date Stamp added to Customer Communication SMS History entries Added tracking of related payment for event based recurring charges Expanded Note Categories page to display full data set. Improved Recurring Charges allowing transferring to linked accounts Change reference to the payment processor from "name" to "id" Added ability to delete customers in LoanPro via the API Added Convenience Fee Server Stamp tracking Added Routing Number decoder and help icon to Payment Profile creation on Payments page Added Custom Clear Search distinction color change of the [x] icon on search Added Customer Notes attachment preview pop-up Added Customer Name and Address shortcut icons in AutoPay Payment Profile creation Added Loan Summary icon indicating Net Charge-Off amount Removed SMS verification icon for incompatible phone number types Added Import ID to Credit Imports

4 Enhanced tracking of Principal Balance BEFORE contract date to be date aware & have a value of 0 before the contract date. Added "Last Updated" value to all Tenant Tables in the databases Added shortcut for Social Media lookup by loading Customer Address Added Customer notes access through Customer endpoint Improved Failed AutoPay Tracking, allowing for successful retries if settings are selected as such Allow for Source Company Creation without Company Address Increased timeout to 30 seconds for ANET integration Added the ability to create Customer from inside a Customer view of a Loan Account Access and Create Notes via Customer associated entity in the API Increased the Priority on Custom Forms worker Expanded Data Options in Reports & Tools - Refactored the process of how accounts are loaded to the various tools. Updated MC processors to use IDs Generated Custom Forms S3 URL Added adjustments to Amount Past Due Table for payoff limitations Added adjustments to the Special Report Search Parameters Changed Reference Required fields to not include address or zip code Interface Changes Reorganized Generation Code Drop-down menu Edit Agent User page minor UI tweaks for usability Fix Indexing Custom Fields on Loan Manager Retitled incorrectly labeled column in Customer Notes Fixed various display issues concerning Customer's Employer page Customer Contact & Personal Information page UI tweaks Changed the Customer Notes Title field sample text Adjusted the positioning of buttons on Customer Notes page Fixed Customer Communication History SMS thread ordering issue

5 Post Activation Loan Setup Page Formatting for easier navigation Removed Customer Employer Address verification icons for null address Removed Carrier Lookup feature from Company Contact Information page Corrected label on the "Classic" for charge off page for new feature Classic option. Updated in Customer Manager User ID column header to Customer ID Updated the format of custom fields in the summary view to have styling consistent with the custom field type. Upgraded the look & feel on Customer Notes page Adjusted Look & Feel of Post Activation Setup Terms Fixed Customer Employer Date formatting issues Removed Google Cloud Print from Data Options drop-down Fixed Payment Reversal pop-up menu label wording Customer Notes attachments enhancements to view attachments on same page as note Change Labeling on "Custom Onboarding" Resized Customer pop-up header to include all information Archiving Inactivated Loan UI update recommendations Date selection fields adjustments Log in Page Tweaks Warnings & Errors Added Prevention of Transactions dated prior to the Contract Date Added Credit Score Bracket Min & Max values Added Prevention of Negative Discount values in the Account Setup Prevented Negative amounts in the Automatic Late Fee configuration Prevented negative Escrow Totals Deleted Users are now prevented from logging in Fixed Escrow Term error handling Added warning for Payments with no Payment Profile Logging payments on an archived loan restricted

6 Bug Fixes Fixed # of Charges per Charge type values on the Charges report Fixed Loan Reverse Archive report Date selection displaying improper results Fixed Inactive Payment Types displaying in drop-down menu Fixed Payment Profile Inactivation error Fixed searching by SSN Fixed Import File validation issues Fixed Agent User indexing issue Fixed Customer Links & Access button refreshing issue Fixed Agent User validation issue Fixed results found in Customer Notes Data Dump Fixed categories drop-down menu results Fixed Customer SMS enrollment issue Fixed Customer Age calculation Fixed Customer Age display in Standard Loan Creation process Fixed Customer Social Media Lookup in Standard Loan Creation process Fixed Collector Queue slow loading issues Fixed Company Contact Information phone number specification button sizing Fixed ZIP Code display updating on Company Contact Information page Fixed import error querying database Fixed how round applies to accommodate high interest rates, also changes how individual custom roll schedule lines apply Fixed the Remove file button for Common Documents uploading Fixed a possible Customer duplication issue by preventing user from clicking save twice Fixed Promises report status filtering results issue Fixed inability to edit Collateral Custom Fields Fixed Collateral Information Date formatting issue Fixed Insurance Deductible field saving null value issue Fixed Additional Information saving null value error

7 Fixed error handling for not yet configured loan Fixed Suspend Payments tool invalid date error Fixed unsubscribe from SMS error Fixed Roll Schedule individual lines and last as final issue Fixed ineffective Customer phone number deletion issue Fixed integrity constraint violation for Source Companies in loan creation Fixed OFAC test pop-up display issue on Customer Contact & Personal Information page Fixed Merchant Processor editing issue Fixed Post-Activation Setup Terms Late Fee value formatting Fixed Loan Admin Stats report Profit Summary calculation related to Net Charge Off Fixed Split Payment error Fixed Credit Score Average calculation and display Resolved (XXX) XXX-1234 Indexing issue on phone numbers Fixed JavaScript errors on Login Page causing security policy issues Resolved Issues of duplications in reports Resolved Billing Statements not generating Payment Application - Rounding Issues Smooth - Advanced -- straggler payment Payment Breakdown Report Inconsistent Results Fixed issues with the Promises Report showing incomplete and incorrect results Fixed Date Formatting issue for Customer Custom Fields Fixed AutoPay processing Indexing issue Late Fee % fixes based on Enrolled buckets to the base Fixed sending of results from Reports to Tools to send proper results Resolved Issues when adding profile in logging payment workflow

8 Database Changes Report Since version v1.7 deployed at :19: Updating s to use new URLs Updating s to use the new addresses Cleaning up unneeded migration backup tables Sets access_username field as NULLABLE in order to avoid UNIQUE constraints issue when deleting customers Update table mc_processor_extender in order to add mc_id field; update table loan_autopay_entity in order to add columns cc_processor and ba_processor which will hold the processors ids to process the autopay alter table loan_credit_entity in order to add import_id field, and id to identify credit entity in the import system Adds lastupdate field to tenant tables that don t have functional equivalent **Add primary key to _tool loan table **Add unique loan index to tcn_queue_item_entity table **Add primary key to billing_tool loan key **Add primary key to custom_form_tool loan table **Add unique index to loan_sms_queue_item_entity table **Add unique collector_queue_id - loan_id constraint to collector_queue loan Changes integer length of owner field from 4 to 11, in order to avoid having issues with big number IDs **Add admin_tool_entity and admin_tool loan tables that will be used to control new dta tool feature Alter admin_tool_entity to add status column