Telus TPM Documentation

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**Reporting - Admin**

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__**Client Settings**__


Client Settings can be configured in the Admin -> Client Setup -> Client Settings menu option.

There are 8 different areas to manage the Client Settings.  Remember click Save after making changes!

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**Client**

In this section, manage the Client Description, Address, Timezone, Contact, Password Strength, Case Insensitive Identifiers, Operator Requests and Logo information.

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__Minimum Password Crack Time__

Enter a number and qualifier here to represent how long it would take to crack a password.  Available qualifiers are: hour(s), day(s), year(s), centur(y)(ies), millenni(a)(um).  For example, to make the password extremely difficult to crack, enter 1 millennia - this means that any password a user will be able to choose must take at least that long to crack in an offline attack.  

We do not allow enforcing arbitrary requirements like "must contain at least: 1 uppercase, 1 lower case, 1 number, minimum length 8 characters".  Those rules do not ensure a user will choose a secure password, and can actually lead users to using common passwords which are potentially already in lists of "common passwords".

How we attempt to ensure passwords will be sufficiently secure is by running them through an analysis which attempts to find patterns in each part of the password and assigns it a value. 
We attempt to match against:
  * Lists of common passwords
  * Lists of common English words, first, and last names
  * Common years
  * Dates
  * L33t substitutions (e.g. p@ssword)
  * Repeating characters or words (e.g. passpass)
  * Sequences of characters (e.g. 65432 or abcdefg)
  * Spacial patterns (e.g. qwerty)
Each match we make over a part of a password is given a score for how easy to guess it is, and we then put together all matches we have made in a way which gives the lowest possible possible score for the password.  Each method above is a method that someone trying to crack a password could try.  We try to the best of our ability to calculate a valid score for the password to give a realistic idea of how secure the password is against a sophisticated attacker.

The time-to-crack is calculated using the hashing algorithm our passwords are protected by, the score for the password returned from the analysis above, and being attacked by a hypothetical password cracking server which cost ~$20,000 in 2019.
The speed of a server which can be bought for ~$20k is something which will obviously change over time, and we will continue to keep the values used for the calculation valid over time.
 

__Case Insensitive Identifiers__

This option sets all master data identifiers to be case insensitive throughout the system.  This is achieved by upper casing all identifiers already in the system, any coming in on feeds, and any input on admin screens.

The identifiers affected by this are as follows:

* Attribute Name
* Company Number
* Company Type CD
* Deduction Number
* Grouping CD
* Product Number
* LumpSum CD
* Sale Number
* UOM Type CD *

__Operator Request Enabled__

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**

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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. 

__Off Invoice and Autopay__:  these fields are not editable and are used for information only

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**Accrual**

The Accrual tab has the option to accrue into the future.

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When checked, the accruals will generate for all months on the contract into the future.  When unchecked, accruals will be calculated through today’s date.  

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**Reporting**

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**Deduction**

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These are settings you can update to increase auto matching from claim to deduction.  

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**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
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Fill in the required information
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To update a bot, double click on the line that needs to be updated
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**Claim**

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This tab contains the claim-related settings like Price Generation, Price Tiers, Default UOM, etc.

__Price Generation__

Enable Sale Data Price Generation - check this box to use sales data for price generation.  Define the Lookback Period and Period Type.  There is also an option to select a Look-back Price Strategy.

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  * **Look-back Period and Period Type**: The price generation process will use the most recent period to find pricing for that company and product.  If it can't find any price records, then it will look-back based on the number of periods and period type.  So based on the screenshot above, it will look back 3 quarters to find a price. 
  * ** Price Generation Strategy**:  There is an option to calculate the Average, Maximum or Minimum Pricing for a product and company.  If the Price Generation Period Type is Quarter and the look-back price strategy is Maximum, then the price generation process will use the max price for the current quarter.  Or if there is no pricing in the current quarter, it will look-back based on the value set in the look-back period.


__Price Tier Configuration__

This section allows the 4 different Price Tiers to be Configured.  The order which the text values are set here determines how rates will be calculated on claims.  The top text value will be the first method used to calculate rates and the bottom option will be the last method used to calculate rates.  

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To change the order, select a value and drag it to the desired location.  

To add a tier, select it from the dropdown.

To delete an option, select the value in the dropdown and click the X icon.  {{:pasted:20240827-132742.png}}

__Other Claim Options__

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**Location Claimant Enforce Eligible Distributor:**  If this box is checked, lines where the distributor are not defined as distributors on the contract will pend for Ineligible Distributor.  Or if the line item distributor is missing on the claim product row, the line will pend for Missing Line Item Distributor.

**Zero Rate Auto Reject:**  If this box is checked, products defined on the contract with $0.00 Fixed Rate or $0.00 None pricing will auto-reject due to Explicit Contract Rate Zero.  If the box is unchecked, the lines will Pend for Explicit Contract Rate Zero.  If there are also tolerances set up for the Explicit Contract Rate Zero pend reason, checking this box will trump that tolerance setting and lines pending for that reason will always auto reject.

**Default Claim UOM:** The UOM selected here will be the default UOM for all claim product lines added. A user will still have the option to change the UOM of a claim product if a UOM conversion exists for that product. 

**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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**Contacts**

Add Contacts here.  Just click Add Contact to add a new row and then click Save.  First Name and Last Name are required fields.  To Delete a Contact, select the row that needs to be deleted and click Delete Contact.  These action buttons are on the bottom of the screen.

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**Fiscal Calendar**

Add new Fiscal Calendar Months, Quarters and Weeks.  To Add a new Fiscal Period, click the Add Fiscal Period button, enter the data, and click Save.  To Delete a Fiscal Period, select the row and click Delete Fiscal Period.  These action buttons are on the bottom of the screen.

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Fiscal Calendar entries are validated on save to ensure there are no gaps or overlaps in the date ranges, as
well as no skipped years, quarters, months, and weeks.

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**Tolerance**

Tolerances can be added and managed in Client Settings by users who have access.

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**Note: all tolerances are at the claim level - not invoice level.**
 
Since tolerances are at the claim level, they cannot be applied at the lump sum level. This is because the tolerance amount is added to the lump sum amount, allowing additional claims to be submitted and paid for the overspent event, provided the overspent amount is within the tolerance limit.

**Example**: If a $200 tolerance is set for the "overspent market event" pend reason, this tolerance not only allows a $5200 requested amount to be paid on a $5000 lump sum (by adding the $200 tolerance), but it also permits any number of lump sum claims to be submitted and paid for the overspent $5000 event, as long as each claim is $200 or less.

__No Tolerances:__ 

If the Enable Tolerance box is unchecked, no tolerances will be applied.

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If the Max Claim Tolerance amount is $0.00, no tolerances will be applied.

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__Tolerances:__ Select the Enable Tolerance checkbox to turn tolerances on.

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__Line Item Tolerance:__ If the Max Claim Tolerance is blank, only the line item tolerances will be applied.  This means that there is no max claim tolerance amount.  Tolerances can be set up with different amounts and out of tolerance actions.

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__Max Claim Tolerance:__ If there is a value in the Max Claim Tolerance (not $0.00) then this is the max amount that will be paid using tolerances.  All pend reasons can be set to any amount but the total tolerance applied to the claim will not exceed the max claim tolerance amount provided.  If you want to allow the max claim amount for all pend reasons, set each individual line tolerance amount to equal the max claim tolerance. 

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__Tolerance Set Up__

Add: To add a new tolerance reason, click the New button.

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Select a Reason Code from the dropdown, add the tolerance amount and select an action type.  Each Reason Code can only be added once.

Modify: a row can be modified by selecting a different Reason Code, changing the Tolerance Amount, or selecting a different Action Type on an existing row.

Delete: to remove a tolerance reason, check the box for the row and click the Delete button.

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Click Save after making changes!

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__Action Types__

__Pend:__ lines will Pend if over the tolerance amount.

__Reject:__ lines will Reject if over the tolerance amount.

__Recalc:__ lines will be Recalculated to pay the calculated amount if over tolerance.  This Action Type should ONLY be selected for the Requested Amount Greater than Calculated Reason Code.

NOTE: If a tolerance is set up for Explicit Contract Rate Zero AND the Zero Rate Auto Reject box is checked on the Claim tab, lines pending for that reason will Auto Reject.  The checkbox for Zero Rate Auto Reject will trump any tolerances set up for Explicit Contract Rate Zero.
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**Payment Calendar**

This section is used to set up Payment Calendars for use when running the AutoPay process for Growth Contracts.
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Click the Add button on the bottom left hand side of the screen to add a new payment calendar description. (i.e. Monthly, Quarterly, Annually)

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Add the Payment Calendar Description into the text field and hit ENTER on your keyboard. 

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This will add that calendar description in a pick list on the left side of the screen.  Selecting that calendar then allows the user to enter dates on the right side of the screen.   Click on the ADD button on the bottom of the Payment Dates section of the screen to enter dates. The calendar dates entered must be after the contract period is over. 


Once the date is entered, either manually or using the calendar icon, click SAVE in the bottom right hand corner of the screen.   If you have different time periods you would set up multiple calendars (i.e. Monthly, Quarterly, Annually).   

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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

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**Added visibility in Admin to some of the backend client settings**

Toggles to be able to see some of the settings that are set behind the scenes are now visible with the UI. 

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**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.

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