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--- client_settings [2026/04/27 19:47] – tina.robles
+++ client_settings [2026/04/28 19:21] (current) – tina.robles
@@ Line 97: / 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 252: / Line 265: @@
 -----
-**Open Items Management System**
+**Open Issues Management System**
 Client Request Tracking & Account Management Enhancement
@@ Line 314: / 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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