Reporting - Admin

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!

Client

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

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:

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!

Contract

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

Accrual

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

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.

Client's using the OLD accrual process will have the Accrual tab but the Reporting tab will be grayed out.

Reporting

Deduction

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

Deduction auto matching enhancements

●Exclusions can now be configured for the “strip alpha” rules located in Admin → Client Setup → Deduction. Previously, enabling the strip alpha setting created duplicate invoice numbers for distributors like Reinhart and Kehe when alpha characters were removed.

●This enhancement allows clients to enable the strip alpha setting while excluding specific distributors to preserve unique invoice identifiers.

o While Reinhart recently updated their claim backup format, this exclusion capability remains beneficial for historical deductions and other customers. Setup and configuration will be handled directly by your dedicated TELUS team.

Deduction Auto Create

●The automated process for creating claims from deductions has been enhanced with a user interface view, enabling authorized users to inspect the active rule configurations directly within TPM.

o A new role permission has been introduced in TPM: Admin - Client Setup - Auto Claim Create Rules (available with View and Edit permissions).

o Navigation: Navigate to Admin → Client Setup → Auto Claim Create Rules.

●Your dedicated TELUS team will manage and configure these setup rules across all manufacturers.

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

Fill in the required information

To update a bot, double click on the line that needs to be updated

Bots & Portal Rules

Bots settings have been relocated from Admin → Client Settings into a dedicated Bots configuration screen.

A new Portal tab is now available, displaying the specific rules defined for each portal.

Please note: This administrative screen will be managed by the TELUS team. To access this screen, users require either a View or Edit access role.

Claim

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.

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.

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.

Other Claim Options

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.

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.

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.

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.

Tolerance

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

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.

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

Tolerances: Select the Enable Tolerance checkbox to turn tolerances on.

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.

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.

Tolerance Set Up

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

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.

Click Save after making changes!

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.

Payment Calendar

This section is used to set up Payment Calendars for use when running the AutoPay process for Growth Contracts.

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)

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

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).

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

Progress Monitoring & Updates

Client Communication Support

Account Management Optimization

Administrative Access Requirements

Enhanced Client Service

Internal Process Improvements

Implementation Notes

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.

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:

Inbound/Outbound Feed Setup & Scheduling – CLIENT REQUEST/TELUS REQUEST

We are pleased to introduce enhancements to the Admin Inbound/Outbound Feed screens, designed to provide greater direct control over your data management. Users can now set up and configure inbound and outbound data feeds independently, eliminating the need to submit requests through an Account Manager or TELUS IT. Additionally, outbound feeds can now be executed on an ad-hoc basis or scheduled for a future one-time run, streamlining the setup process and providing immediate operational flexibility.

●Turn on /off – The ability to turn on or off Feeds. File type options for outbound are in .psv or .csv format.

●Feed Scheduling - Run an Ad hoc feed on the fly or schedule for a feed to be sent for a future date/time.

How is this managed?

Navigate to Admin→Client Setup→Feeds screen.

●Important Note: In order to access this screen as a user you will need Feed (View) access and to Feeds (Edit) for managing the feeds.

●There are three tabs when you access this screen to view: Inbound Feeds, Outbound Feeds, Outbound Feeds Scheduler (New)

●Inbound Feeds – This new feature allows for you to turn on feeds that you will now be sending to TELUS via the FTP.

●In the bottom grid, select the feed you want to enable to open the configuration pop-up. Check the Active Indicator and specify the file format (.psv or .csv) to be sent to TELUS.

●To receive confirmation emails when new files are loaded from the FTP server, check the Email Flag and enter the target email address in the Email To: field.

Outbound Feeds – This new feature allows you to turn a feed on or off on this tab.

●There is a new active indicator on all feeds listed on this tab, you can turn any feed on or off using this new field.

●On the bottom grid, double click on any feed you want to turn off or on. Then click the Active Indicator. Check mark means it is on, no check mark means it is off.

●If you would like a copy of the file, set up the Email Flag and the Email To with the distribution list on where it needs to be sent to.

Outbound Feeds Scheduler – this is the new tab. Schedule your feed to run now or in the future one time.

●NOTE: This phase only allows this list of feeds to be scheduled: 1051, 1053, 1060, 1064, 1080. The rest of the outbound feeds will be updated to allow for scheduling in the next sprint.

●All standard feeds are listed, whether active or inactive. You can run an active feed at any time that you need, or you can schedule a feed.

●To do this, click on any active feed you want to run or schedule. Once selected, the feed scheduler will appear on the right side of the screen to update.

●To run now simply click the “Run Now” button.

●To schedule the adhoc feed, add the date and time you want to run it, choose your time zone. Then click schedule. This will send an extra data feed at this scheduled time, but will not interfere with any existing outbound feed schedule.