FACTS - 2023-5
FCT-479: AgyntSync Integration - API license updates
Description: I have created a separate confluence page for the details.
Agent Sync Implementation in FACTS
FCT-479: Pressing enter on primary insured search retruns no results
Description: I have added the logic for below columns;
Account No
Account Name
Assignment No
Primary Insured
Primary Claimants
FCT-482: Improvement: Need to show to scroll-bar in the branches list on the user edit page
Description: I have added the scrolls and utilized space in the branches when we creating any files.
FCT-494: Adjuster Bulk re-assignment functionality
Description: This functionality is already available in the facts system
FCT-496: Add option to preview multiple pop ups at once - Preview documents section
Description: A user can now preview multiple documents in separate browser windows.
FCT-500: ADD Logging in the UI for Accounts section - Add activity tab to the Account info page
Description: A user can see the all activities of account updates. It involves DB changes.
we can see in the changes in the scripts in azure repo.
FCT-506: Investigate Memory Leaks in Facts services
Description: I have fixed the issues, details are on the comment box of the task.
FCT-507: Point invoice link to azure in Dunn Letter functionality
Description: I have fixed the issues for both download and download All.
FCT-508: Create a report for Assignments that were declined/rejected
Description: A new Rejected Assignment Report has been added in Reports (Live) screen.
Below snippet shows the new Rejected Assignment Report screen
Note: For this report the PDF export option is disabled
FCT-467: (Hot fix) Show the time zone based on the system time zone
Description: The Policy Effective Date and Policy Expiration Date are now changed to display the times based on Eastern Standard Time (EST) irrespective of user setting time zone.
For instance, if a Pacific Standard Time (PST) user wants to specify the policy date that begins at 8am PST then, the PST user must ensure to choose Policy Effective Date as 11am while creating or editing the Claim Files. The same concept applies for Policy Expiration Date as well.
FCT-491: (Hot fix) File Edit view page issue when creating a new user and logged in with that user
Description: This is now fixed and the page will load fine
FCT-477: Add a new bit field "COMPLETE_DIARY_ON_FINAL_INV_GEN" in the "BRANCHES" table
Description: Changed branch module UI to edit, save and view the new field “COMPLETE_DIARY_ON_FINAL_INV_GEN" from UI.
Screenshot1 : Branch's Edit view page to edit and save.
Screenshot2 : Branch's detail view page to show its value
Description: Added all the changes required so that if user is generating a "FINAL" invoice and the new bit field "COMPLETE_DIARY_ON_FINAL_INV_GEN" of the file's BRANCH is set to true then mark all the file's diary tasks as "COMPLETED" with invoice "GENERATED_DATE" as "COMPLETED" date.
Step wise screenshots of this new feature -
Step 1 : Go to the Branch "Edit.aspx" page to set and save flag "COMPLETE_DIARY_ON_FINAL_INV_GEN" to true for the branch "H03".
Step 2 : Go to File "View.aspx" page for file "FA-000-H03-68" showing 2 diary tasks and 2 non diary task.
Step 3 : Go to Invoice "View.aspx" page for the above file's invoice # : "1073" and click on the "Prepare Invoice" button and then click on "Generate Final Invoice" button. This will generate the "Final" invoice and at the same, it will automatically complete the above 2 diary tasks as shown into the step 2.
Screenshot of File Detail view page of file "FA-000-H03-68" showing diary tasks as completed after final invoice generated.
FCT-480 : Remove Case sensitivity from Single file upload extension validation
Description: Made changes on the Single File Upload page so that checking valid file extension
from system variable "SUPPORTED_EXTENSIONS" should be "case-in-sensitive".
Description: – Changed user module UI(Edit.aspx & View.aspx) to edit, save and view these value from UI. Only “OFFICE_ADMIN” and above “OFFICE_ADMIN” users can change these flags from UI.
Screenshot : User's Edit view page to edit and save these flags.
Screenshot : User's detail view page to show the value of these flags.
Description: – if user's flag "ENABLE_FUTURE_BACK_DATE_FOR_NOTE_DATE" is set to false, then
disable all Future/Back dates for note date in all areas otherwise enable these future/back dates.
By default, user's flag "ENABLE_FUTURE_BACK_DATE_FOR_NOTE_DATE" is set to "True"
Screenshots :-
I have set user's flag "ENABLE_FUTURE_BACK_DATE_FOR_NOTE_DATE" to "false" from USER's
Edit.aspx so Future/Back dates for note date are disabled in this case. Below are the snaps showing this.
1.) Adding Note from PopupQuickCreateNote.aspx page
2.) Adding Note from Note Section on the File's Detail view
3.) Adding Note from Note's Edit.aspx page.
4.) Adding note from the Create Task Note Section on TaskTrackingPopup.aspx.
Description: – if user's flag "ENABLE_FUTURE_BACK_DATE_FOR_ACTIVITY_DATE" is set to false, then
disable all Future/Back dates for Billable Note line item's "ACTIVITY_DATE" otherwise enable
these future/back dates.
By default, user's flag "ENABLE_FUTURE_BACK_DATE_FOR_ACTIVITY_DATE" is set to "True".
Screenshots :-
I have set user's flag "ENABLE_FUTURE_BACK_DATE_FOR_ACTIVITY_DATE" to "false" from USER's
Edit.aspx so Future/Back dates for Billable Note line item's "ACTIVITY_DATE" are disabled in this case.
Below are the snaps showing this.
1.) Adding file’s billable note line item from PopupQuickCreateNote.aspx page
2.) Adding billable note line from the Note Section of the File's Detail view
3.) Adding billable note line item while creating task note from the TaskTrackingPopup.aspx page
4.) Adding billable note line item while completing the task on the TaskTrackingPopup.aspx.
Description: – if user's flag "ENABLE_FUTURE_BACK_DATE_FOR_ACTIVITY_DATE" is set to false, then
disable all Future/Back dates for Billing Batch line item's "ACTIVITY_DATE" otherwise enable
these future/back dates.
By default, user's flag "ENABLE_FUTURE_BACK_DATE_FOR_ACTIVITY_DATE" is set to "True".
Screenshots :-
I have set user's flag "ENABLE_FUTURE_BACK_DATE_FOR_ACTIVITY_DATE" to "false" from USER's
Edit.aspx so Future/Back dates for Billing batch line item's "ACTIVITY_DATE" are disabled in this case.
Below are the snaps showing this.
1.) Billing Batch Edit View page
2.) Billing Batch Quick Edit View page.
Description: – if user's flag "ENABLE_FUTURE_BACK_DATE_FOR_TASK_COMPLETION_DATE" is set to
true, then enable all the Future/Back dates for task's "COMPLETION_DATE" otherwise disable
all these future/back dates.
By default, user's flag "ENABLE_FUTURE_BACK_DATE_FOR_TASK_COMPLETION_DATE" is set to "True".
Screenshots:-
I have set user's flag "ENABLE_FUTURE_BACK_DATE_FOR_TASK_COMPLETION_DATE" to "false" from USER's Edit.aspx so Future/Back dates for task's "COMPLETION_DATE" are disabled in this case. Below are the snaps showing this.
1.) COMPLETION_DATE on the TaskTrackingPopup.aspx page
2.) COMPLETION_DATE on Edit Task section of TaskTrackingPopup.aspx page
3.) COMPLETION_DATE on Task Edit View page in "TASKS" module.
Description: – if user's flag "ENABLE_FUTURE_BACK_DATE_FOR_TASK_DATE" is set to
true, then enable all the Future/Back dates for task dates(Start Date, Due Date) otherwise
disable all these future/back dates.
By default, user's flag "ENABLE_FUTURE_BACK_DATE_FOR_TASK_DATE" is set to "True".
Screenshots:-
I have set user's flag "ENABLE_FUTURE_BACK_DATE_FOR_TASK_DATE" to "false" from USER's
Edit.aspx so Future/Back dates for dates(Start Date, Due Date) are disabled in this case.
Below are the snaps showing this.
1.) Create Task on the TaskTrackingPopup.aspx page
2.) Edit Task on the TaskTrackingPopup.aspx page
3.) Create/Edit Task on Task Edit View page in the "TASKS" module.
