ELCMS ReleaseNotes v5.16 User (post 5.15)
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1. Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 5 of 8 Excel Export Release 5 16 Task Type Task External Ref Case No 10571 Issue For the exportxl_spu_companyfin_month FIGA would like to have the cmxfund code value be added to the output produced by the stored proc By including the fund code in the export it better supports FIGAs need where they can run the export amp parcel out the fund summary data they are seeking for their processing needs Resolution USER cmxfund has been added FIGA ONLY Excel Export exportxl_spu_IRS1099 Release 5 16 Task Type Enhance External Ref Case No 10538 Issue FIGA would like a version that uses Non 1099 Logic Please modify so that General parameter 2 could be used to specify 1099 Logic or Non 1099 Logic 1099 Logic should be to only include Checks issued within the criteria time period with No Void Undo and Checks with Void Undo within the criteria time period For included checks it should consider all issue void and undo activity from issue to the current run date Non 1099 Logic should include Checks with any issue void and or un void activity within the criteria time period For those checks it should only consider the issue void and or undo activity that occurred within the criteria time period that would include Checks with any issue void and or un void activity within the criteria time period If General parameter 2 is omitted it should use 1099 Logic Please modify h2. options for New Pending Calculated Commit and Post Dropdown for Method T Time C Claim Amount O Other Dollar amount fields for all the dollar amounts from company financial screens that are user entered Add mode requires fund adds next sequential period for the fund Resolution USER This feature is still under development not yet ready for use Allocation Special Release 5 16 Task Type Enhance External Ref Case No 10341 Issue Grid Financial columns and company rows Only include companies selected in company tab Fields are dollar amount defaulted to zero User can enter any dollar amount in the fields of the grid Resolution USER This feature is still under development not yet ready for use Allocation Release 5 16 Task Type Enhance External Ref Case No 10338 Issue New feature to support unallocated income and expense Tabs for Financials Companies Special and Allocations Calculate button in toolbar when status is new or pending Resolution USER This feature is still under development not yet ready for use Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 2 of 8 Bank Export Payee Name expansion Release 5 15a Task Type Enhance External Ref Case No 10441 Issue The payee name is truncated to 50 characters causing the bank to reject mismatches The name should be expanded to 120 characters Resolution USER Now supports 120 characte
3. the Guaranty funds They will start with an inception to date and then monthly going forward Resolution USER Notes can now be exported for reporting back to the Receiver
4. Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 1 of 8 Claim Adjustment Expense Recovery Received Release 5 15a Task Type Enhance External Ref Case No 10433 Issue If the destination is Expense recovery received then Expense code is required Make expense code required if recovery type is expense Resolution USER Expense code now required for Expense Recovery Allocation Allocations Release 5 16 Task Type Enhance External Ref Case No 10342 Issue Grid Financial columns and company rows Only include companies selected in company tab Display only showing calculated allocations Resolution USER This feature is still under development not yet ready for use Allocation Companies Release 5 16 Task Type Enhance External Ref Case No 10340 Issue Grid of companies columns for Sel IGA NAIC Name Rounding check box selection Also entry columns for Time float with 2 decimals Claim amount and Other float with 4 decimals only the column matching the mode from the first tab should be enabled Sel should default to all selected One and only one company selected for rounding is required to commit Resolution USER This feature is still under development not yet ready for use Allocation Financials Release 5 16 Task Type Enhance External Ref Case No 10339 Issue Find fields for Fund default if only one and period quarter and year Status field with
5. ains Add an Expense code criteria Adda Request Date criteria Add Expense code and Request date to second tier results Resolution USER Report criteria have been enhanced and rearranged Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 7 of 8 Report Vendor 1099 Form Release Issue Resolution USER 5 16 Task Type Enhance External Ref Case No New box layout and instructions for tax year 2013 Layout modified to support new tax year 2013 changes Report Vendor 1099 Form Manual Check Exclusion Release Issue Resolution USER 5 16 Task Type Bug External Ref Case No Manual checks should not be included Manual checks will be excluded from reporting Report Vendor Payment Summary Manual Check exclusion Release Issue Resolution USER 5 16 Task Type Bug External Ref Case No Manual checks should not be included if 1099 Logic is selected Manual checks will be excluded from reporting Reports Flex Reports Release Issue Resolution USER 5 15a Task Type Test Bug External Ref Case No 10460 10521 10522 10423 For the Vendor Payment Flex report when the Vendor Type and Vendor Status are both selected as criteria a database error is generated Error code 207 Invalid Column Name cmxtype fixed Reports Flex Reports Manual Check exclusion for Vendor Payments flex report Release Issue Re
6. elp for this change Resolution USER Export now supports 1099 Logic or Non 1099 Logic Export 1099 Export Release 5 16 Task Type Enhance External Ref Case No 10459 Issue Please add support for the new Box 11 Foreign Tax Paid this is exported in amount code 9 Including adding the box lookup Resolution USER Now supports box 11 Export 1099 Export Manual Checks Release 5 16 Task Type Bug External Ref Case No 10520 Issue Manual checks should not be included in the export Resolution USER Export will now exclude Manual Checks Export Bank Export Payee Validation Release 5 16 Task Type Enhance External Ref Case No 10612 Issue Create a new export with the format the bank requires for Payee Validation Resolution USER New export created for new bank format NJPLIGA ONLY Export UDS V02 C Loss amp UEP Export Cash option Release 5 16 Task Type Enhance External Ref Case No 10310 Issue Export based on date paid rather than date requested Resolution USER Export now supports new Cash Reporting option Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 6 of 8 Export UDS V02 Financial Export D Cash option Release 5 16 Task Type Enhance External Ref Case No 10311 Issue Export based on date paid rather than date requested Resolution USER Export now supports new Cash Reporting option Import MSP Candidate Wrapped Respon
7. istory needs to be expanded Resolution USER Popup has been expanded Claim Maintenance Contacts State filtering Release 5 16 Task Type Bug External Ref Case No 10519 Issue The state is not filtering by the country This also affects contacts in Notice and Company Maintenance Resolution USER The State is filtering by company on the Contacts tab however if you already have a state selected and then change the country it does not wipe out the State and lets you save it This is related to the workflow path that the user takes going through the screen It will be left as is Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 3 of 8 Claim Maintenance Home Metrics Release 5 16 Task Type Bug External Ref Case No 10528 Issue In the Payment Request Metric the archived items are showing up by default The archived Checkbox has no effect Archived items should only be showing up when the checkbox is checked Resolution USER This has been corrected and now will only show current information in the Metric The user can add the Archived items by clicking on the Archived checkbox Claim Maintenance Home Metrics Examiner Activity by Suffix Release 5 16 Task Type Enhance External Ref Case No 10234 Issue Similar to Examiner activity but counting suffixes Valuable for Environmental claims Resolution USER Examiner Production Metrics has been added to the Workgroup Me
8. orney Detail Company Maintenance Release 5 16 Task Type Enhance External Ref Case No 10531 Issue Add a Letter Fields detail button and move AKA and Long name from Company detail to letter fields Resolution USER Changes to the Company Maintenance screen Release 5 16 Task Type Enhance External Ref Case No 10548 Issue Remove the Code field Resolution USER Code field is no longer needed and has been removed Release 5 16 Task Type Project External Ref 2011083004 Case No 10374 Issue Please add date fields for POC Proof of Claim Filing Deadline sometimes different from BAR date ACT Activation Date Date of Insolvency most of the time CANC Policy Cancel Date Resolution USER Fields have been added to the Company Maintenance screen Company Maintenance Configuration Release 5 16 Task Type Enhance External Ref Case No 10312 Issue Cash option We need to have a grid of funds with the Cash Effective date for each fund This is to support the Cash Option for UDS C amp D reporting Dates being entered can be last day of prior month or greater no greater back dating allowed Resolution USER Cash Effective date added to support new Cash Reporting option Company Maintenance Diary Release 5 16 Task Type Enhance External Ref Case No 10230 Issue Add a Diary function for Company Maintenance Resolution USER Diary function has been added Lightspeed Data Solutions Release Notes
9. r payee in export NJPLIGA ONLY Billing Release 5 16 Task Type Enhance External Ref Case No 10530 Issue Modifications to support Allocation Resolution USER This feature is still under development not yet ready for use BR Reconciliation Payment Duplicates Release 5 15a Task Type Enhance External Ref Case No 10402 Issue 1 Set reason on all with Status Duplicate Modify Invoices tab to include Disallow column Disallow amount should reduce issues Modify Invoice Recon Report to include a line subtracting all Disallowed Fee comment starting with Disallow Resolution USER Improved support for disallowing and reporting duplicate fees NJPLIGA LIGA IIGF ONLY BR Reconciliation Payment Missing EOR Release 5 15a Task Type Enhance External Ref Case No 10403 Issue 1 Set reason on all with Status EOR Not Imported Modify Invoices tab to include Disallow column Disallow amount should reduce issues Modify Invoice Recon Report to subtract Disallowed Resolution USER Improved support for disallowing and reporting fees when EOR is not received Claim Maintenance Claim Maximization Release 5 16 Task Type Task External Ref Case No 9314 Issue Claim Claim tab Diary button diary data grid not maximizing Resolution USER Screen now maximizes Claim Maintenance Claimant Popup from MSP History Release 5 16 Task Type Bug External Ref Case No 10557 Issue The popup from the doubleclick on a row in MSP H
10. se Import Release 5 15a Task Type Bug External Ref Case No 10472 Issue Appears to be getting the wrong gender value Resolution USER Fixed Import UDS V02 2 Claim Import A Release 5 16 Task Type Enhance External Ref Case No 10396 Issue Please add warnings for missing claimant SSN or DOB These are needed if the claimant will be MSP reportable the import should just warn if they are missing Resolution USER New warning for missing information now added Import Export Maximization Release 5 16 Task Type Task External Ref Case No 9344 Issue Export Export tab top amp bottom data grids not maximizing Resolution USER Screen now maximizes Report Cash Receipts Fees related to recovery Release 5 16 Task Type Enhance External Ref Case No 10488 Issue Include any Expense Transactions within the date range for Expense codes with Code2 Cash Recpts Resolution USER Added to support new Recovery less fee option Report Diary Diary by Examiner Release 5 15a Task Type Bug External Ref Case No 10474 Issue Missing the suit column like from the home diary queue Resolution USER fixed Report Flex Reports Vendor Flex Report Release 5 16 Task Type Task External Ref 1159 Case No 10458 Issue Merge the current general criteria into the Report Specific criteria Replace the General Criteria with General criteria from the Claim Summary Flex Report Make the Vendor Name criteria Like and add an option for Cont
11. solution USER 5 16 Task Type Bug External Ref Case No Manual checks should not be included if 1099 Logic is selected Manual checks will be excluded from 1099 logic Reports Flex Reports MSP Suffix Release Issue Resolution USER 5 16 Task Type Enhance External Ref Case No Please add a Reportable flag check criteria and column It would indicate that there is ORM and or TPOC on the claimant New criteria and result field added Table Maintanence Grid Dump Release Issue Resolution USER 5 16 Task Type Task External Ref Case No IIGF v5 14 Tables System Case Reserve Maintenance Click Print button results in grid dump Print button launches the Case reserve report which can then be printed out if required 10523 10398 9491 Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 8 of 8 Type Maintence Dropdowns at right cut off Release 5 16 Task Type Bug External Ref Case No 10454 Issue The dropdowns at the right of the free form are cut off Resolution USER Drop Downs are no longer being cut off Test is being displayed in full UDS Release 5 15a Task Type Task External Ref Case No 10422 Issue UDF F Export for Notes Export for the Guaranty Funds Criteria should be Company Fund and Date Range to produce a standard F Export This is for 5 15a not to be rolled into the current 5 15 Reliance is asking for a notes dump from
12. this mode The Net amount would be calculated as Rec d less Fee This option should generate a Recovery transaction for the Recd amount an Expense payment for the fee amount and a manual check for the fee amount with the same check no as the recd check this manual check should be Posted no submission needed Resolution USER Recovery detail screen has been re designed and now supports a Received Less Fee entry option Lightspeed Data Solutions Release Notes Claim v5 16 User post v5 15 3 13 2014 1 08 PM Page 4 of 8 Claim Maintenance Suffix Recovery Received Release 5 15a Task Type Enhance External Ref Case No 10426 Issue If the recovery received is Expense type then Expense code is required Please add expense code dropdown Make it required if recovery type is expense and disabled otherwise Resolution USER Expense code now required for Expense Recovery Claim System User Activity Logging Release 5 16 Task Type Task External Ref 893 Case No 8919 Issue Create specific log note entries claimant changes The file log note should reflect claimant number being updated old and new data values and user performing update Changes to the Claimant tab Claimant Contact Attorney Detail areas should be logged in detail indicating the field s updated before and after values Indicate the specific claimant number updated Resolution USER Additional logging for changes to the Claimant tab Claimant Contact Att
13. trics Claim Maintenance Letter Release 5 16 Task Type Bug External Ref Case No 10550 Issue When adding a new user they are not able to get the Letter Security working and cannot see any letters Resolution USER Fixed Claim Maintenance Media Release 5 16 Task Type Bug External Ref Case No 10534 Issue There is an error when clicking the Export button on the Media tab the File copy fails Resolution USER Fixed Claim Maintenance Notes Operation mode confusion Release 5 16 Task Type Bug External Ref Case No 10415 Issue If the user changes the Operation dropdown leaves the Notes tab and returns it reverts to the original Operation value instead of remembering the change Resolution USER Fixed Claim Maintenance Suffix Recovery Release 5 16 Task Type Enhance External Ref Case No 10486 Issue Redesign the Recovery Detail and add an option for Recovery Less Fee Please add an Option Received Less Fee Add an Expense dropdown for Expense codes with Code2 Cash Recpts Add Fee amount and Net amount fields these will be used on the screen but not stored in the database The current Type and Future Recovery fields are redundant please eliminate Future Recovery and make the Potential Future Recovery Option use the Type field The Received Less Fee option should allow the user to select type enter Recovery Rec d Fee amounts Expense type and Check The Payee field should become a lookup to vendor in
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