Latitude by Genesys - User Group

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  • 1.  AIM Update Specifications for Reg-F

    GENESYS
    Posted 09-10-2021 10:12
    Edited by Ian Winder 10-20-2021 11:27
    *** Update 10/20 ***
    • Due to inconsistencies in how we are identifying debtors in the CEML/AEML, AUVN and CHST records we have had to make changes as follows:
      • CEML/AEML - Debtor Number has been changed from 2 digit sequence to actual debtor number as used in other record types
      • AUVN - Debtor Number has been changed from 2 digit sequence to actual debtor number as used in other record types
      • CHST - File Number has been added
    • Record layout file in the Library section has been updated.
    *** Update 9/21 ***
    • Files have been updated as follows:
      • CPLC/CDEM/ADEM File CUPP/AUPP record "Method" of how consent was provided has been reversed (1=Written, 0=Verbal) for consistency
      • CPLC/CDEM/ADEM File CEML/AEML record "Method" of how consent was provided has been reversed (1=Written, 0=Verbal) for consistency
      • ADEM File AUVN record added File Number and Debtor Number for consistency and to ensure correctly reporting back validation notice to customer/debtor when multiple customers/debtors exist on an account

    *** Update 9/14 ***

    • Files have been updated as follows:
      • ADEM File AUAD record has been updated to include a mail return indicator for the appropriate debtor
      • Spreadsheet has been update to add AUAD mail return flag
      • Spreadsheet has been updated to correct column numbers for the CACT record itemization data fields


    New files have been posted to the library documenting changes being made to AIM in support of Reg-F specifically addressing:

    • Placement File
      • Itemization data
      • Phone consent
      • Preferred method of communication
      • Preferred and restricted calling times by day of week
      • Email address and consent
    • Demographic Updates (Client & Agency)
      • Phone consent
      • Preferred method of communication
      • Preferred and restricted calling times by day of week
      • Email address and consent

    #AIM

    ------------------------------
    Ian Winder
    Business Owner - Latitude by Genesys
    ------------------------------


  • 2.  RE: AIM Update Specifications for Reg-F

    Posted 09-10-2021 12:22

    Ian,

    I may have overlooked this in the documents provided but could you tell me which tables this new information will be coming from in Latitude please? 

     

    Thanks in advance

     

     

    John Everman

    Guru DNA Technology Consultants

    CEO / Founder

    Office (913) 302-9615

     

    "Technology is in our DNA"

     

    www.GuruDNA.com

    Join the Latitude User Group

     

     

     

     






  • 3.  RE: AIM Update Specifications for Reg-F

    GENESYS
    Posted 09-10-2021 13:22
    John,

    This is just around the file types and records in standard AIM that will be modified. I will be posting next week details of new tables and columns that are being added to Latitude (V10/V11 and Liquid).

    ------------------------------
    Ian Winder
    Business Owner - Latitude by Genesys
    ------------------------------



  • 4.  RE: AIM Update Specifications for Reg-F

    Posted 09-10-2021 13:33

    Thank you sir.

     

     

    John Everman

    Guru DNA Technology Consultants

    CEO / Founder

    Office (913) 302-9615

     

    "Technology is in our DNA"

     

    www.GuruDNA.com

    Join the Latitude User Group