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client_settings

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client_settings [2025/09/18 18:30] – tina.roblesclient_settings [2026/04/28 19:21] (current) – tina.robles
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 There are 8 different areas to manage the Client Settings.  Remember click Save after making changes! There are 8 different areas to manage the Client Settings.  Remember click Save after making changes!
  
-{{:pasted:20240826-180633.png}}+{{:pasted:20250918-190826.png}}
  
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 When checked, this setting allows users entering contracts to request a new Operator company.  If unchecked, the option to create a new operator is disabled. When checked, this setting allows users entering contracts to request a new Operator company.  If unchecked, the option to create a new operator is disabled.
 +
 +__Sales Enablement on/off flag__
 +
 +This feature does require other setup as well to ensure delivery and reporting feature is on within Sales Enablement.  
 +Interested?  Ask your Account Manager and we can set up a demo for you!
 +
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 **Contract** **Contract**
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 __Enable and Enforce Lumpsum Product Allocation__: when checked, this setting requires that Product Allocations be defined for all Lumpsum Contracts.  If unchecked, the product allocations are not required and do not display.  __Enable and Enforce Lumpsum Product Allocation__: when checked, this setting requires that Product Allocations be defined for all Lumpsum Contracts.  If unchecked, the product allocations are not required and do not display. 
 +
 +__Off Invoice and Autopay__:  these fields are not editable and are used for information only
  
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 These are settings you can update to increase auto matching from claim to deduction.   These are settings you can update to increase auto matching from claim to deduction.  
  
 +-----
 +**Bots**
 +
 +This new tab is role based. Only users with specific access will have use of this feature. This tab shows all bot setups including the URL, user name and active indicator.
 +
 +This tab will allow the user to add a new portal, update the login, update the password and update the active indicator.
 +
 +To add a new portal, click Add Bot
 +{{:pasted:20260427-195921.png}}
 +
 +Fill in the required information
 +{{:pasted:20260427-195958.png}}
  
 +To update a bot, double click on the line that needs to be updated
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 **Claim** **Claim**
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 **Claim Rate Scale:** Enter in a value from 0-6 to determine the number of decimal places to show for rates on a claim.  This count of decimal places defined here will show for the Calculated Rate, Requested Rate and Allowed Rate columns on the claim. **Claim Rate Scale:** Enter in a value from 0-6 to determine the number of decimal places to show for rates on a claim.  This count of decimal places defined here will show for the Calculated Rate, Requested Rate and Allowed Rate columns on the claim.
 +
 +**Off Invoice Claim Creation:** If checked, the client has claims auto-generated using off invoice contracts.
 +
 +**Eclaim:**-If checked, the client allows claims created via the eclaim process.
 +
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 +**Open Issues Management System**
 +
 +Client Request Tracking & Account Management Enhancement
 +
 +A comprehensive open items tracking system has been implemented to centralize and monitor all outstanding client requests and initiatives. This system serves as the authoritative source for client engagement activities and supports strategic account management operations.
 +
 +**Centralized Request Management**
 +  * Comprehensive Tracking: All outstanding client requests are systematically catalogued and monitored within a unified interface
 +  * Historical Documentation: Complete audit trail of request lifecycle from initiation to resolution
 +  * Cross-Functional Visibility: Enables organization-wide transparency of client engagement activities
 +
 +**Progress Monitoring & Updates**
 +  * Real-Time Status Tracking: Continuous monitoring of progress updates for each open item
 +  * Milestone Documentation: Systematic recording of key developments and status changes
 +  * Accountability Framework: Clear ownership and responsibility assignment for all tracked items
 +
 +**Client Communication Support**
 +  * PowerPoint Integration: Direct data source for client call presentations and executive reporting
 +  * Meeting Preparation: Streamlined preparation process for client engagement sessions
 +  * Professional Documentation: Consistent formatting and presentation of client-facing materials
 +
 +**Account Management Optimization**
 +  * Complete Visibility: Ensures all Account Manager initiatives are properly documented and tracked
 +  * Resource Allocation: Facilitates informed decision-making regarding resource deployment
 +  * Performance Metrics: Enables measurement of response times and resolution effectiveness
 +
 +**Administrative Access Requirements**
 +  * Role-Based Permissions: Access to the Open Items List requires administrative privileges within user role configuration
 +  * Security Compliance: Ensures sensitive client information is accessible only to authorized personnel
 +  * Data Governance: Maintains appropriate access controls while enabling operational efficiency
 +
 +**Enhanced Client Service**
 +  * Proactive Management: Systematic tracking prevents items from being overlooked or delayed
 +  * Improved Response Times: Centralized visibility enables faster issue identification and resolution
 +  * Client Satisfaction: Demonstrates organizational commitment to addressing client needs
 +
 +**Internal Process Improvements**
 +  * Workflow Standardization: Consistent approach to request management across all client accounts
 +  * Communication Enhancement: Improved coordination between Account Managers and support teams
 +  * Strategic Planning: Data-driven insights for account strategy development and resource planning
 +
 +**Implementation Notes**
 +  * Access Verification: Users requiring access should confirm administrative permissions are properly configured within their role settings
 +  * Training Resources: Comprehensive documentation and training materials available for authorized users
 +  * Support Channels: Dedicated support available for system navigation and functionality questions
 +
 +{{:pasted:20250918-190651.png}}
 +-----
 **Added visibility in Admin to some of the backend client settings** **Added visibility in Admin to some of the backend client settings**
  
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 {{:pasted:20250918-183013.png}} {{:pasted:20250918-183013.png}}
 +
 +-----
 +
 +**Feeds**
 +
 +The new Data Feeds tab provides a consolidated view of all inbound and outbound feeds. The interface displays comprehensive metadata for each feed, including File Name, File Extension, File Delimiter, Total Columns, Active Indicator, Report Recipient(s), Email Subject, Email Message, and Last Loaded Date.
 +
 +**System Functionality and Requirements:**
 +
 +  * **Access Control:** Access to this screen is strictly role-based and requires specific user permissions.
 +  * **Note Management:** Users are able to add contextual notes to this screen.
 +  * **Parameter Editing:** Double-clicking a row within the feed grid allows users to modify certain fields: Email Flag, Primary Recipient (Email To), Secondary Recipient (Email CC), Email Subject, and Email Message.
 +  * **Feed Status Management:** Activation or deactivation of a data feed necessitates submitting a formal request ticket to the Development team via your assigned Account Manager.
 +
 +{{:pasted:20260428-192032.png}}
 +
 +{{:pasted:20260428-192110.png}}
 +
  
client_settings.1758220246.txt.gz · Last modified: 2025/09/18 18:30 by tina.robles

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