Framework Core

Defects

Feature	Title	Description
Core Specific
30016	Symitar Real Time Refresh	Resolved an issue with Symitar Real time refresh where the Mailing and Alternate addresses were removed from the Framework during the real time refresh process.

Collection

New Features

Feature	Title	Description
Core/Connector Processes
9089	Symitar Negative Shares	The Symitar connector has been updated to show the correct delinquent date for negative balances on Symitar Share accounts. Previously, the Delinquent Date and the Days Delinquent for negative share balances in the Framework did not match the values in Symitar when a negative balance became positive then negative again in the same day. The same issue also occurred when old Transaction records were not migrated when a financial institution converted to Symitar from a previous core. Now, institutions have the option to choose how the delinquent date will be calculated via a new parameter on the connector page in System Management. Institutions can use the earliest date the account had a negative balance at the end of the day (Method 1) or they can use the most recent date the account went from positive to negative (Method 2). For more information on this feature, please refer to the Symitar Connector Guide.
9496	Credit Solutions by CU Revest Connector	Credit Solutions by CU Revest is a new connector now available for the Framework Collection solution. This connector enables financial institutions to use Credit Solutions' collection services to work delinquent and charge off accounts. Using this functionality, financial institutions can easily assign and send accounts to Credit Solutions directly within the Framework, which are then imported, worked and sent back by Credit Solutions to provide a seamless and efficient method of outsourcing work. For more information, please see the Credit Solutions by CU Revest Connector Guide.
9516	Symitar to Populate One-to-Many Data From Tracking Record	The Symitar Tracking Record Import has been enhanced to work with version 14 person-centric functionality. The Symitar Tracking Record Import can create accounts from account tracking records, update account-level fields from loan/share tracking records, create/update collateral on an account and update the primary person linked to an account. The exe that is used to generate the stored procedures for tracking records has been enhanced to include collateral data handling and primary person data updates. Additionally, Symitar writeback functionality supports all fields configured from tracking records and will check the collateral or person being updated prior to writing back to the tracking records to ensure the proper collateral or person are updated. Also for version 14, the following RepGens have been added: AKSW.ACCOUNTTRACKINGPARAM AKSW.LOANTRACKINGPARAM ASKW.SHARETRACKINGPARAM AKSW.TRACKING.DEF
10247	GRANT & WEBER	The Delinquent Date, Open Date, Interest Rate and Interest Due fields have been added to the GRANT & WEBER account file layout.
Miscellaneous
10172, 10398	Add a Task	This feature allows ad hoc case tasks and assigned case processes to be added to cases by a user while working a case. Buttons have been added to the top of the Task Navigation Panel in the Case Task screen to allow users to include additional case tasks or case processes, and to cancel existing case tasks.
10387	Case Task Escalation	This feature allows case tasks to be assigned escalation schedules. When a case task is added to a case, it adheres to the assigned escalation schedule and move queues at predetermined times or after a set duration.
10344	Readiness Report Test - Change field operating on flattened collections	A new readiness report test, Change Field Workflow Step changes fields that are one-to-many, has been added to support the upgrade to version 14 of the Framework. This test looks for any Change Field workflow steps in version 10 that are configured to change the value of one-to-many fields (emails, phones, addresses, collaterals, etc.), as the steps will not work in version 14 and will cause the upgrade to fail. Prior to upgrading, workflows identified in this test should be modified to only use one-to-one fields.
Screens
9452	Equity Analysis Panel	An Equity Analysis panel can be added to account and case collateral screens to view, add and edit equity analyses. Equity Analysis fields have been added to the field list for use in views and reports in the Framework.
9684	Add Consolidated View to Address, Phone and Email Panels	A feature has been implemented to add a new filter to address, phone and email panels to reduce the number of records that are displayed. When an address, phone or email panel is rendered in the workspace, a new Hide Duplicates button is selected by default to hide the duplicate records. A record is considered a duplicate if all of the values in all of its fields are an exact match to another record. A new All button is also available in the panel that, when selected, displays all of the person's records including the duplicates.
9688	Add Views to Related Accounts Panel	A feature has been implemented to add the Open Liable, Delinquent and Delinquent Liable views to the Related Accounts panel when displayed in the workspace. When a liable view is selected, only the accounts for which the person has a liable role, as defined in System Management > Role Types, are displayed.

Enhancements

Feature	Title	Description
Screens
9686	Max Panel Height for Grid Panels in Screen Designer	A default value of 200 pixels has been added to the Maximum Height field on the General tab when adding/editing a grid panel in Screen designer. This default value ensures all records in the grid are readable when the screen is rendered in the workspace.
10119	Adapt Cases to New Task Infrastructure	This feature adapts cases to the task infrastructure being introduced in 14.02, through the following changes: Task processes have been replaced with case processes. Case processes are folders made up of a number of tasks and are assigned to case types when being created. Task templates have been replaced with task types. Task types are used to create individual tasks within a case process or they can be created as Case Tasks which provides the ability to add individual tasks to a case that is being worked. Rules are no longer applied to individual task templates. In a case, rules are executed through a new Execute Rules task type. Task dependencies have been upgraded. The case task screen no longer includes a dependency detail tab for individual tasks. Dependencies now drive which tasks are displayed in the Task Navigation Panel of the case task screen based on results of previous tasks.
10388	Upgrade Case Type administration screens	The Case Type edit screen has been upgraded to support the new task infrastructure. the Task Queue field has been removed from the general tab because individual tasks are now assigned to case queues during configuration. The Tasks Template tab was also removed and replaced with a new Case Tasks tab.
10389	Upgrade Case Process administration screens	Task Processes have been upgraded to Case Processes and can be accessed by navigating to System Management > Collections > Case Processes. The Case Process edit screen contains the same General and Case Types tabs as before. The Tasks tab has been updated with an interactive screen to build a dynamic case processes.
10391	Upgrade case task workspace screen	The case task screen has been upgraded to accommodate the new task infrastructure, through the following changes: The Task Navigation Panel has been upgraded to only display tasks with an active status. Additional ad hoc case processes and case tasks can now be added to the case from the task navigation panel. Case processes and case tasks can also be canceled from the task navigation panel. Add Task Notes button has been removed from the Tasks toolbar and a post comment button has been added. The fields on the Summary tab have been upgraded to display information based on the new task infrastructure. The Dependency Detail, Notes, and Instructions tabs have been replaced with new Work Task, History and Attachments tabs. Work Task - A task type specific, system-defined screen that displays the work to be completed for a task. History - A system-defined screen that displays the comment, audit and attachment history of a task. Attachments -A system-defined screen that provides users the ability to attach, view, and delete documents associated to a task.
10393	Upgrade skip tasks	Updates the skip task process when clicking Get Next in the workspace while working a queue. Once a task is skipped, it is marked to be worked the next workday adhering to the task's workday schedule.
10397	Upgrade case task administration screens	Task Templates have been removed in version 14.02 and replaced with the Case Tasks. The Case Tasks screen is a system-defined screen that allows administrators to create and manage ad hoc Case Tasks that can be added to cases, of assigned case types, while they are being worked. To create a Case Task, one of the new task types must be chosen from the Create drop-down list.
9616	Event Processing	Provides your organization the ability to perform predefined "actions" every time a specific "events" occur in the Collections Framework. If a set event occurs, then the predefined action will automatically fire. Event types that can be assigned to trigger an action are when a Case is created, a Field is changed and when a Collection is added or removed. Actions that can occur when these events happen can either be either the execution of code or the execution of rules.

Defects

Feature	Core	Description
Connectors
29502	All	Resolved an issue with the Grant and Weber Client Import where parts of comments posted by Grant and Weber were missing if a carriage return was used in the comment.
30218	All	Resolved an issue with the Grant and Weber connector page where an error message was received when trying to save the connector credentials.
29813	All	Resolved an issue within the BANKO connector page where the Banko Chapter grids in the Notifications Setup tab displayed the code provided in the import file from LexisNexis that mapped to the chapter designation. To correct this, the Banko Chapter grids now reflect the actual bankruptcy chapters for filings and updates.
Configuration Manager
28714	All	Resolved an issue in Configuration Manager where the Start Process button remained disabled after the process was ended in Task Manager.
30157	All	Resolved an issue with Configuration Manager where an error was received when trying to import a package.
Custom Fields
30146	All	Resolved an issue where an error was received upon opening a screen that included a custom field when the custom field was assigned a data type of "lookup."
Letters/Emails
29199	All	Resolved an issue where a dollar sign ($) appeared in front of the integer value for a Year within Letter Vehicle Grids.
29310	All	Resolved an issue where roles were not being set on email templates after an upgrade.
29765	All	Resolved an issue where Primary and Secondary 1-8 fields were not available to add to Emails or Letters. To correct this, Account > Persons fields have been added to the Field List for Emails and Letters.
30090	All	Resolved an issue with the Send Letter workflow step, that occurred when a letter had a generation method of Batch Letter Printing, where the letter assigned within the workflow did not appear in Batch Letter Printing after the workflow was complete and was listed with a status of Available in the Letter History screen, though it had not yet been printed.
Profile Import
29216	All	Resolved an issue where the Account Profile build failed when the profile included multiple fields for a single collateral.
29268	All	Resolved an issue where Profile Import failed when the import included less than 15 fields and contained collateral fields.
29402	All	Resolved an issue where Framework deployed profile imports were not excluded from the Upgrade Readiness Report.
29407	All	Resolved an issue with Profile Import where the Customer Code field and the Customer Code in File Extension checkbox were disabled when Account/Person mode was set to Update.
29723	All	Resolved an issue with Profile Import where data took an extended amount of time to update.To correct this, a query in the profile import process has been optimized to speed up the time for import.
30154	All	Resolved an issue with Profile Import where an error was received when attempting to build an account import.
Queues
28432	All	Resolved an issue with Queue Refresh where the Refresh failed if it included a Queue with upgraded custom fields.
29304	All	Resolved an issue where an error was received when trying to access Queue Analyzer.
Rules
28749	All	Resolved an issue where the Account Servicing Rule App was turned on by default for customers upgrading to the latest Framework version.
Screens
28652	All	Resolved an issue that occurred when adding an existing system screen to a View Screen workflow step where an error was received when trying to edit the screen properties.
28654	All	Fixed a performance issue with the Workflow History panel where data was slow to load within the panel. To correct this, workflow history information now displays after the data in the rest of the workspace has been loaded.
28979	All	Resolved an issue where an error message was not received when trying to upload files larger than 28 MB within a screen.
29331	All	Corrected an issue where the following Buttons were not available to add to Collection screens when the WebLoan Solution was not active: Relate Account Relate Person Relate Case Relate Collateral Unrelate Account Unrelate Person Unrelate Case Unrelate Collateral
29824	All	Resolved an issue with the Collaterals panel where separate edit screens could not be assigned for different types of collateral.
Tasks
28593	All	Resolved an issue where a Task Queue could not be created with the same name as a deleted Task Queue.
Workflows
26902	All	Resolved an issue where users were able to create a Custom Workflow Step without inputting values in the necessary fields. To correct this, the validation when creating a new Custom Workflow Step has been enhanced to present the user with a validation error if either the Execution Page field or both the Custom Assembly Path and Custom Class Name fields are not populated when trying to save the configuration.
29375	All	Resolved an issue with the System Integration workflow step where nothing happened upon selecting Go To Next Step when the workflow step was configured to open system in a workflow frame. This prevented the user from proceeding with the workflow.
Miscellaneous
29030	All	If it is required that all ActiveX downloads are signed for security purposes, set the security level to Medium in Internet Explorer Trusted Sites. Click the Custom level button to change the “Download signed ActiveX controls” setting from Prompt to Enable and the “Initialize and script ActiveX controls not marked as safe for scripting” setting from Disable to Enable. This allows the required ActiveX controls to work.
Upgrade Specific
28417	All	Resolved an issue where the Float to Decimal Readiness Report failed when FLOAT values were converted in FASBEffectiveInterestRate to DECIMAL value.
29449	All	Fixed an issue where the Account > Persons > Primary > Employer field was incorrectly mapped after the upgrade.
29607	All	Fixed an issue where the Other Phone fields were incorrectly mapped after the upgrade.
29622	All	Fixed an issue where the following fields were incorrectly mapped after the upgrade: Account > Account Holders > Primary > Email > Email Account > Account Holders > Primary > Phone > Home Phone
29716	All	Resolved an issue that occurred after upgrading from version 10 to version 14 where Case Reports were upgraded as Account Reports.
29717	All	Resolved an issue that occurred after upgrading from version 10 to version 14 where the Case Created By field upgraded to an incorrect field path.
29900	All	Resolved an issue where Process Manager stopped during an upgrade and did not restart once the upgrade was complete.
30017	All	Resolved an issue that occurred after upgrading from version 10 to version 14 where Case bankruptcy fields were not upgraded as expected in CASE type views.
Core Specific
28686	DataSafe	Resolved an issue in DataSafe where demographics for persons related to Charged-off accounts were updated incorrectly during real-time refresh.
28253	IBS (Metavante)	Resolved issues with IBS (Metavante) Real Time where data was not being pulled into the Framework from the correct fields in IBS, in order to retrieve new payments and update values from new payments in the Framework.
30210	Spectrum	Corrected an issue where Phone and Address records were being duplicated for coborrowers as a result of the Spectrum Batch Import execution.
29405	Symitar	Resolved a performance issue with the Real Time refresh of accounts in Symitar where account data was being refreshed multiple times.
29604	Symitar	Resolved an issue in Symitar where Tracking Record “T” types were not included in the import, resulting in multiple accounts with an account type of miscellaneous displaying in the workspace.