| Rw expand | ||
|---|---|---|
|
The next item in the release is called Send Fax Directions. It is something we have been asked about many times. We are very excited to present a solution that supports multiple fax numbers for a Vendor/Custodian. The Send Fax Directions domain allows you to add fax numbers, and configure rules for when the platform should use those numbers.
For each rule, you can select specific Work Item properties, like Product Type, Registration Type, Entity, and BD.
We also created an action that matches a Work Item's properties to the rules in the Send Fax Directions domain. If a Work Item matches multiple fax number rules, then it narrows down the fax number by priority.
I have some example rules configured here. So if you have an American Funds Work Item with a Request Type of Change of Address and a Product Type of Advisory, then the Work Item would be faxed to this number because 75 has a higher priority than 50.
But if you had a Request Type of Change of Address and the brokerage product type. Then your work item would be faxed to this other number because the priority of 50 is higher than 25.
If a fax rule is not found in the Send Fax Directions domain, the action will use the vendor's fax number from the Vendor/Custodian domain. By default, sites use the Vendor/Custodian domain. To use the domain instead, you will need to work with Professional Services.Docupace retries four different ways to send the fax using different fax technology. If that fails, the fail- over is to Blue IP. Failure rate with the first pass is approximately 10%. The failure rate with Blue IP is approximately 10%, which equates to approximately 1% failure rate overall.
I'd like to call out some new application preferences introduced in this release. The first is webview "duScrollOffset." This resolved an issue that caused the system to scroll past section headers when navigating using the left-hand menu. This application preference is a numerical value that by default will be set at 102.
The higher, the number, the greater the distance between the Page header in the Section header.
At times when using the left-hand navigation buttons, you would see the section header be hidden by the page header or vice versa. It might be too low. Now after this application preference, there's a consistent spacing between each.
The next two application preferences deal with the Document Viewer while embedded inside of a widget: "Document Viewer list dropdown" and "Document Viewer navigation buttons".
Enabling these will allow you to choose a specific Work Item document while in the PDF viewer or page through to the next or previous documents.
One Click| Rw expand | ||
|---|---|---|
|
In the last release we introduced the configuration management tool. This tool allowed users to view recent site changes as well as compare the differences between sites. In this release. We have enhanced the tool to allow for one click deployments. Users with access to the configuration management tool and permission for deployment functionality via an application preference can leverage this new functionality to deploy changes.
You'll start in the same manner as if you were comparing sites. The target site is a site you'd like to deploy to. Make sure you enter the URL without the _UI, and then your target site login and password information.
In this example, I'll just compare a few domains. The deployments are based on Reason for Change listed in each domain modified. So when configuring in the lower environments, please remember to use a consistent reason.
after comparing sites filter on your reason for change this lists all the different changes done for the reason "Test May 2021". From here, I have the ability to deploy partial or none at all. Once you choose what you would like to deploy, click on, create deployment.
From here, you have the ability to cancel the deployment or execute. When executing, you're going to be asked for a username and password of the target site, as well as an option to Simulate. Simulate will run a mock deployment ,catching any potential errors.
In this example, everything was good. So now, if I go back to deployments and click Deploy, I'll unselect Simulate, and fully deploy into my target site.
After the deployment is complete, you'll get a message stating that the deployment was good.
in this example, If you go onto the target site, and if I view the Configuration Management and show Recent Changes, you can see these are my two deployments.If we go back to the source site. And if for any reason, something went wrong and you do decide you need to undo the deployment. If you click on the Deployments tab, find the deployment you executed [in this case, it's the top one] you have the ability to roll back. Roll Back. will take the deployment that you did, and basically reverse it.
It is best practice to make your configurations changes in the lowest environment and test the deployment in a higher non production environment. When deploying to Production please remember to do so outside your normal business hours to reduce risk for you and the users. You will only be able to deploy to your target site if you have access in that site to update or add records in those domains. In my example, I added a validation. If I did not have access to add validations in my target site, I would not be allowed to do that in deployment. Widgets and Security Manager will not be available to be updated via One Click Deployment.
And if you need any assistance, Or if you do not feel comfortable executing your own deployments, your support team at Docupace is always available for assistance.
Advice Pay| Rw expand | ||
|---|---|---|
|
Next up, I wanted to share the exciting new partnership that we have with Advice Pay. Docupace and Advice Pay put an integration together where we can ingest Advice Pay documents. If you don't know, if you haven't been familiar with it, Advice Pays a fee billing payment solution for service financial planning. They do the billing go through the process. And then we have the ability to import and process the invoices directly into Docupace.
there's actually not a lot to show because it's just a lot of behind the scenes passing of data and information back and forth. So I'm gonna walk you through just kind of a diagram of how it works . as the billing statements are produced in Advice Pay. We have a polling process where we can go out and check for any new invoices, run that query since the last time things were downloaded and then ingest those in to Docupace. And then we attempt to autoindex those documents. We'll read the metadata that comes over with them the client information, investor information, and then we'll try to go out and find the right home in Docupace and index those documents.
And if we can, we'll just automatically index it directly into the Client Folder or Sub-folder and then if for some reason we cannot, then we actually put it into a queue and then it is manually indexed. somebody goes in, and then puts it in the right place in Docupace.
That's the Docupace integration.Our next integration is Docupace and Laser App. We're very excited to have a new partnership with Laser App. This one is relatively straight forward. Again, there's not a lot to see or show because Laser App is a forms library, and now we have the option of connecting Docupace to that forms library.
Historically we've used QUIK! or we've hosted those forms ourselves. And now Laser App is a new partner. We can access their forms library, and then use those documents to process business within Docupace.
| Rw ui expands macro | ||||
|---|---|---|---|---|
Next up, I wanted to share the exciting new partnership that we have with Advice Pay. Docupace and Advice Pay put an integration together where we can ingest Advice Pay documents. If you don't know, if you haven't been familiar with it, Advice Pays a fee billing payment solution for service financial planning. They do the billing go through the process. And then we have the ability to import and process the invoices directly into Docupace. there's actually not a lot to show because it's just a lot of behind the scenes passing of data and information back and forth. So I'm gonna walk you through just kind of a diagram of how it works . as the billing statements are produced in Advice Pay. We have a polling process where we can go out and check for any new invoices, run that query since the last time things were downloaded and then ingest those in to Docupace. And then we attempt to autoindex those documents. We'll read the metadata that comes over with them the client information, investor information, and then we'll try to go out and find the right home in Docupace and index those documents. And if we can, we'll just automatically index it directly into the Client Folder or Sub-folder and then if for some reason we cannot, then we actually put it into a queue and then it is manually indexed. somebody goes in, and then puts it in the right place in Docupace. That's the Advice Pay Docupace integration. Our next integration is Docupace and Laser App. We're very excited to have a new partnership with Laser App. This one is relatively straight forward. Again, there's not a lot to see or show because Laser App is a forms library, and now we have the option of connecting Docupace to that forms library. Historically we've used QUIK! or we've hosted those forms ourselves. And now Laser App is a new partner. We can access their forms library, and then use those documents to process business within Docupace. |
| Rw ui expands macro | ||||
|---|---|---|---|---|
As part of Advanced Task Assignment, which we will talk about shortly, we added the holidays domain so that the holiday calendar can now be configured by a BA or BD admin. This means you no longer need to log a support ticket into Docupace engineering each year to update the holiday schedule. This update is a simple configuration that requires the name of the holiday, the holiday date, a business start time, a business end time, and a reason for adding/changing. The holiday will be added to the domain and the system will automatically determine whether the day falls on a weekend. This domain will be available in the new version for all sites, whether or not you choose to use Advanced Task Assignment . The last item in the release is Advanced Task Assignment. This functionality provides an additional layer of filtering to assign Work Items. This feature changes the behavior of the Get From Pool button while on the dashboard. When a user selects Get From Pool, the system compares the users list of held assignment rules against the Selected Assignment Rule of the top queued Work Item. Then, if there is a match, the system assigns the Work Item with the highest priority to the user. In addition to assigning Work Items to users with required rules, the system also calculates SLA timing for the Work Item and the current Work Item tasks. The system sorts Work Items in a pool, according to each Work Item's priority and calculated task target start time. This allows the system to assign Work Items in an order that a ligns with the target SLA. We created the Get From Pool assignments, domain to store the rules that an organization needs to set in order to properly distribute the work and set Task SLAs . For each rule, you can select specific Work Item properties, like Request Type, Vendor/Custodian, Registration Type, Product Type, Client Subfolder Type or status, Legal State, Check Amount Maximum, Litigation Hold, or whether the Work Item has money. You can also select Work Item properties associated with the rep attached to the Work Items, such as Region code, OSJ code, branch, BD, or engagement level. As a Work Item transitions through the workflow, the system matches that Work Item's properties to the rules in the Get From Pool Assignments domain The rules that are matched will be populated on the Work Item in the applicable assignment rules section. The Work Item is then assigned to the one rule from the list of applicable rules based on priority. This rule determines which users can retrieve the Work Items using Get From Pool. The rule assigned to the Work Item for that task will be displayed in the Selected Assignment Rule field. I have some example rules configured here. This rule gives VIP advisors a white glove treatment. Their Work Items are given shorter SLAs and a specific task queue, so that the system assigns these Work Items as the priority. In this example, the system gives Work Items. marked as "With Money" a same day SLA of 3:00 PM in the New Account Review queue for account set up. Additionally, if the check is over a certain amount, the rule limits who can retrieve the task and work this item. Get From Pool Assignment rules need to be assigned to the users under the User Access Domain, in order for the system to match the users to Work Items. This can be done manually or by using the new ADV file load that will add or remove a rule to a user access record. Some of the benefits of advanced task assignments are: less dependency on Reassign, as users should only pull up Work Items they are skilled to process. The number of data roles can be minimized. And the potential for fewer workflows, as you should not need to separate out the types of requests as often. To use Advanced Task Assignment, you will need to work with professional services. |
19:32 Deployment
| Rw expand | ||
|---|---|---|
|
Thank you team. Now I'm going to chat about how to get this deployed into your environment and the available resources. This release includes connect version 4.6 and core version 23.7, but you can refer to it as the Release 1 2021. Along with the link to this webinar, you should have a link to the online resources and the complete documentation for this release.
There are release notes that explain in more detail, the features that we've mentioned in the release recap email, items covered in today's webinar, and more. This resource also includes a link to documentation on all of our previous releases. So to implement this newest release, here's a few things to consider. First, you'll work with your support manager to express interest, and determine a good target start date.
This will begin the process of deployment into your non production environments and the necessary testing cycle. Once the testing has been successfully completed through all of your lower levels, you'll schedule a deployment to production where again, you'll complete a review and validation for go live.