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--- client_settings [2025/09/18 19:08] – tina.robles
+++ client_settings [2026/04/28 19:21] (current) – tina.robles
@@ Line 61: / Line 61: @@
 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!
 -----
 **Contract**
@@ Line 67: / Line 73: @@
 __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
 -----
@@ Line 89: / Line 97: @@
 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
 -----
 **Claim**
@@ Line 130: / Line 151: @@
 **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.
 -----
@@ Line 239: / Line 265: @@
 -----
-**Open Items Management System**
+**Open Issues Management System**
 Client Request Tracking & Account Management Enhancement
@@ Line 301: / Line 327: @@
 {{: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}}

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