| Area of Framework |
Note |
| Banko Connector |
With the version 14.02 upgrade of the Framework, the ‘Customer Account’ field sent to Lexis Nexis as a part of the fields for bankruptcy monitoring change from the SSN to the person master identifier. To ensure continued matches of people and accounts, any financial institution currently using the Banko connector needs to coordinate with Akcelerant and Lexis Nexis prior to upgrading. Please contact Akcelerant for assistance. |
| Cases |
Existing cases are functional but have been modified to support the new task infrastructure. Task processes have been converted to case processes and all the included tasks have been converted to general tasks and workflow tasks.
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If converting from version 10, each section of a checklists has been converted to an individual Case Process while all the items in a checklist have been converted to general tasks and workflow tasks. All the tasks are accessible without dependencies when a case is opened.
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To modify the case processes and create dependencies for individual tasks, administrators can access the existing case processes from System Management > Collections > Case Processes.
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| DNA- Person Centric file for Collections Externally Serviced Accounts extract program |
For institutions using the Collections Externally Serviced Accounts extract program: In order for the Collections Externally Serviced Accounts extract program file to be compatible with a person centric version of the Framework, an updated file including the TIN field must be imported. Please contact Fiserv for an updated version of the Collections Externally Serviced Accounts extract program file that includes the TIN field.
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There may be costs from Fiserv for this update. Please contact Fiserv for details.
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| FICS Connector |
After an upgrade from Framework version 10 to Framework version 14.02, PRIMARY is selected from the Primary Role drop-down on the FICS connector page in System Management, however this value is not saved to the database. Because this value is not set in the database, the FICS import fails. To prevent import failure after an upgrade from version 10 to 14.02, please resave the FICS connector page prior to running an FICS import. |
| Lookups and Status Codes |
The field list has been updated for Service system defined and user defined lookups. Lookups can be found and managed in System Management > Field Configurations. |
| Reports - Custom |
After an upgrade to version 14.02, custom reports should NOT be resaved in the Framework. If custom reports are resaved, their custom formatting is lost and the report must be recreated.
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Please contact Akcelerant for assistance in handling custom reports following an upgrade to version 14.02. |
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| Service Tickets |
If using the Service solution, the workspace should be updated to have the related accounts panel in the overview section. To allow service tickets to maximize screen real estate, it is not recommended to configure the top area of the workspace for service. |
| Symitar - Upgrading from version 10 to 14.02.04 - External File Installations |
The following external files must be re-installed when completing an upgrade from version 10 to 14.02.04:
- AKSW.ACCOUNT - Collection
- AKSW.COLL.HIST - Collection
- AKSW.DQ.INFO - Collection
- AKSW.LOAN - Collection
- AKSW.LOANNAME - Collection
- AKSW.PAYMENT - Collection
- AKSW.SHARE - Collection
- AKSW.STATEMENTLOAD - Collection
- AKSW.SUBACCOUNTINFO - Collection
- AKSW.WARNINGCODE - Collection
- AKSW.GETACCOUNT - Lending
- AKSW.TRACKING.PRO - Collection and Lending
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| Upgrading from version 10 to 14.02.04 - External File Installations |
The following external files must be re-installed when completing an upgrade from version 10 to 14.02.04:
- Credit++ 5.1.0.34 - Collection and Lending
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| Workflows |
Only workflows with a Context of "None" are available in the Run Non-Person Workflow window. After an upgrade from version 10, non-person workflows including account/case screens must be manually recreated with Person screens or the workflow has a context of account/case and does not appear in the non-person workflow window. |