Marketing and Collections Payment Banner Fixes

CMP: 19483, 19365

CIM GOLD version 7.21.3

An error was preventing the red information banners on the Contact and Delinquent Payments tabs of the Loans > Marketing and Collections screen from displaying proper up-to-date payment information if an account charge-off and payment both occurred on the same day. Also, scheduled future payments were sometimes not displaying proper up-to-date payment information on the actual date of the payment.

Another error was preventing the Overall Marketing Limit and Date Last Marketed To fields at the bottom of the Contact tab from being properly populated by the system.

These errors have been corrected.

EZPay: New Payment Classification Fields for NACHA Compliance

CMP: 13295

Work Orders: 57301, 58326

CIM GOLD version 7.21.3

Note: Functionality Relies on 20210201 Host Build

Two new radio buttons are now available on the Loans > Transactions > EZPay screen for the purpose of classifying E-Check (ACH) payments. This change was implemented so institutions can maintain NACHA compliance.

Use these two new radio buttons (shown in Figure 1 below) to indicate whether the ACH payment in question was made by Telephone or Walk-In. These radio buttons are available for all types of ACH payments but are disabled when processing a Debit/Credit payment.

The system will default to filling one of these radio buttons depending on your institution's settings, but CIM GOLD users can indicate their own personal defaults using the new Telephone/Walk-In field group on the User Preferences > Options tab (accessed from Options on the CIM GOLD main menu bar; see Figure 2 below).

Note that these radio buttons will not appear on the EZPay screen unless GOLDPoint Systems has set certain options for your institution, as explained in the GOLDPoint Systems Only box below. Contact your GOLDPoint account manager for more information about implementing this feature at your institution.

GOLDPoint Systems Only: In order for these radio buttons to appear on the EZPay screen, ShowPaymentOption in the Settings list on the GOLDPoint Systems > Payment Portal Settings screen > Portal Settings tab must be set to "True" (see Figure 3 below).   In the same list, DefaultPaymentOptionToWalkIn is used to indicate which radio button will be filled by default when the EZPay screen is accessed (see Figure 4 below). If this option is set to "True," then Walk-In will be the default selection. If set to "False," Telephone will be the default. Remember that individual users will be able to override this default if they choose (as explained above and in Figure 3 below).