NCS Circ Rapid Release: 2020-6.3

Product Information contained within this document, including technical information and functional specifications, is subject to change without notice, and Naviga reserves the right to make any changes to the information in this document at any time without notice. Naviga makes no warranty, representation, or guarantee regarding the suitability of its products and services for any particular purpose.

Introduction

Welcome to the NCS Circulation 2020-6.3 release. This release introduces several enhancements and program changes to address issues from previous versions.

In this release, the character size limit for the Payment Source field in the Pay Type Info screen of Customer Services has been increased to 20 characters, and the maximum character length for the Credit Card Account Holder Name field in the NCS Circ application has been increased to 64 characters. Additionally, address matching logic for Canadian addresses has been improved by incorporating both the Zip Code and Zip Extension fields for greater accuracy. This release also resolves a formatting issue by ensuring the leading zero is included in the Bank Account Information field for Detail (6) records in the CIBC2 Subscriber ACH file.

When creating payments through the CyberSource SA Payment Vendor, the Email field for subscribers without an associated email address will default to [e-mail] in both the Hosted Order Page and the Customer Information section of the Customer Services screen.

The NavigaPay suite has been updated to include two new payment vendors: Eigen and ImpressPay (now FluidPay). Furthermore, Payway has been enhanced to include secure tokenization of merchant tokens (MPAN) for ApplePay transactions, in addition to its existing support for device tokens (DPAN). The Circ application has also been integrated with Enghouse’s Pause and Resume API, enabling automatic pausing and resuming of call recordings between Customer Service Representatives (CSRs) and subscribers. A new optional input field, Update Ebill Email Address, has been introduced in the RedeemGift CircAPI.

Minimal Requirements

• If using Naviga Pay for payments, a minimum Naviga Pay version of 2.2 is required for 2020-6.3.

• If using Payment Authorization Service, a minimum PAS version of 8.11.61 is required for 2020-6.3.

• A minimum Circulation version of 2020 is required to upgrade to the 2020-6.3 release.

Resolved Issues

Accounting

• Accounting > Subscriber > Renewal Notices When running Renewal Notices, subscribers with multiple Routes of different Route Types (e.g., Motor, Home Delivery, etc.) were not being selected for renewal, and no errors were logged in the process log. This issue has now been resolved, ensuring that all eligible subscribers are correctly considered for renewals. (CM2-113, CM43#6370)

• Accounting > Subscriber > Auto Notice Export When running the Auto Renew Notice Export with the ‘Print Rate Change Only’ checkbox selected, the export was incorrectly excluding eligible subscriptions. This issue occurred when exporting notice information for subscribers whose next Auto Renew payment amount differed from their previous Auto Renew payment. The issue has now been resolved, and the Auto Renew Notice Export correctly includes all eligible subscriptions. (CM2-11249, CM43#6840)

• Accounting > Subscriber > Auto Notice Export The issue where Trial subscriptions were incorrectly included in the Auto Renew Notice Export under the following scenarios has been resolved: • Subscribers had unprocessed payments. • The Auto Renew Notice Export was run with the 'Notice Type' set to "Auto-Renew."

  Trial subscriptions will now only be included in the Auto Renew Notice Export if the payment has been processed and the 'Notice Type' selected is "Trial-End."

  (CM2-12038, CM43#7180)

Publishing

• Mail and Online subscribers with Bonus Day Transactions were incorrectly excluded from the Publishing Run processes, including the Press Room Report, Mail Labels, PO Report, and End Publication Run (AAM Reporting). This issue has been resolved, and Mail and Online subscribers with Bonus Day Transactions are now included in all Publishing Run processes. (CM2-11030, CM43#6870)

Setup

• Previously, when running processes such as Account Direct Debit using the CIBC2 Electronic File, the File Creation Date and Value Date in the payment file were displayed in the incorrect 'YYDDMM' format instead of 'YYMMDD' in the Header and Batch Header Records. Additionally, the Receiver Bank Institution ID was not displayed in the required four-digit format. These issues have now been resolved, ensuring the file is generated correctly. Additionally, the naming convention for Bank Draft-related files has been updated to the following format:

  File Naming Convention: [Client defined].[CIBC file type].[flag].[extension]

  • [Client defined]: Existing file name.

  • [CIBC file type]: "C0800" (hardcoded for CIBC2 file type).

  • [flag]: Indicates whether the file is for Production ("P") or Test ("T").

  • [extension]: ".dat"

  • Example: directdeposit.C0800.P.dat

  (CM2-11656, CM43#7110)

Naviga Pay

• Previously, NCS Circ did not send the custom fields, notes2 and notes3, to NavigaPay for Bank Draft payments when using the payment vendor Payway. This issue has been resolved, and both custom fields will now be sent to NavigaPay for Bank Draft payments. (CM2-10873, CM43#6220)

Circulation (Circ) API

• When using the Get Delivery and Billing Address CircAPI for Canadian addresses, the system incorrectly matched addresses, particularly for digital addresses. This occurred because the system only used the Zip Code field for matching, rather than utilizing both the Zip Code and Zip Extension fields for accurate matching. The address matching logic has now been updated to consider both the Zip Code and Zip Extension fields for accurate matching of Canadian addresses.

  Notes:

  1. This change applies only to Canadian addresses. For non-Canadian addresses, the system will continue to match using only the Zip Code, and the Zip Extension will not be included in the matching.

  2. The address response format for Canadian postal codes has been adjusted. The system will now return postal codes with a space (e.g., XXX XXX), instead of using a hyphen, to align with the format stored in the Subscribe database.

  (CM2-11917, HM43#1030)

Enhancements

Customer Service

• In the Payment Information screen of Customer Services, the character size limit of the Payment Source field has been increased to 20 characters. This change allows for the incorporation of payment source categories such as ApplePay MPAN and ApplePayMPAN for ApplePay transactions made through Payway.

  

  

  (CM2-11137, CM43#6470)

• When creating a one-time subscription payment for a subscriber without an associated email address through the CyberSource SA Payment Vendor, the following behavior has been implemented:

  • The Email field will default to [e-mail] in both the Hosted Order Page and the Customer Information section of the Customer Services screen.

    

  • Once the payment is successfully created or the Hosted Order Page is closed, the [e-mail] email address in the Customer Information section will revert to blank.

  (CM2-11926, CM43#7200)

Accounting

• The issue where the leading zero was missing in the Bank Account Information field of the Detail (6) record in the CIBC2 Subscriber ACH file has been resolved. The ACH file generation logic has been updated to ensure leading zeros are included in the Bank Account Information field for all Detail (6) records.

  Example:

  • If the Bank Number is 064123456 and the Account Number is 1000000000:

    • The Bank Number is divided into a 4-digit Institution ID and a 5-digit Branch Number. Leading zeros are added to standardize the Institution ID to 0064.

    • The resulting Bank Account Information field in the CIBC2 file will display as: 00641234561000000000.

  (CM2-11887, CM43#7120)

Setup

• Character Setup > Accounting > General Ledger > Bank A new electronic file format, CIBC2, has been introduced for Bank Setup. This format is specifically created for client sites using CIBC Bank. (CM2-10699, CM43#6080)

Payments

• The Circ application has been integrated with the third-party vendor Enghouse’s Pause and Resume API so that the call recording between the CSR and subscribers now includes an automatic Pause and Resume feature, which the CSR previously handled manually when collecting credit card information or making any other payment-related entry. Functionality:

  • Call recording automatically pauses when the Payment Hosted Order Page (HOP) is opened.

  • Recording resumes immediately once the HOP is closed.

  Note:– To utilize this feature, the customer should make sure that all the open modules have been closed and then reopen only the required modules; otherwise, any existing open modules will return an error.

  (CM2-10593, CM43#5920 – HM43#790 – CMO43#720)

• Two new payment vendors, Eigen and ImpressPay (now FluidPay), have been introduced to the NavigaPay suite for payment processing. Changes have been made in NCS Circulation to support these new vendors. (CM2-11324, CM43#6650)

• The maximum character length for the Credit Card Account Holder Name field has been increased from 30 to 64 characters. Users can now enter or submit up to 64 characters for the Account Holder Name throughout the NCS Circ application. (CM2-11476, CM43#6920 – HM43#1020 – CMO43#830)

NavigaPay

• Payway now supports secure tokenization of merchant tokens (MPAN—Merchant Pay Account Number) for ApplePay transactions, in addition to device tokens (DPAN—Device Personal Account Number). NavigaPay will now return the parameter “isMPAN” to differentiate between DPAN and MPAN transactions:

  1. If the value of “isMPAN” is True, the token will be identified as an MPAN.

  2. If the value is False, it will be considered a DPAN.

  Convert Records:

  The value of "isMPAN" returned by NavigaPay will now be stored in the New Integer[1] field for the TransferKey "ExtSubPayment" as follows:

  1. If NavigaPay does not return the “isMPAN” parameter, the integer value 0 will be stored in the Convert Record Table.

  2. If NavigaPay returns “isMPAN” with a value of True, the integer value 1 will be stored.

  3. If NavigaPay returns “isMPAN” with a value of False, the integer value 2 will be stored.

  (CM2-10972, CM43#6340 – CMO43#750)

Circulation (Circ) API

• A new optional input parameter, UpdateEbill (field name: Update Ebill Email Address), has been introduced in the RedeemGift CircAPI. This parameter allows updating the Ebill Email Address of the occupant for an Ebill Gift Subscription. The accepted values for this parameter are Yes, No, Blank, and Invalid.

  • If Yes, Blank, or Invalid is passed and the Redeemer Occupant (Gift Recipient) has a Primary Email, the Ebill will be updated with the Redeemer’s Primary Email Address.

  • If No is passed, the system will continue to use the Gift Giver’s Email Address, consistent with the behavior in previous versions.

  

  (CM2-12050, HM43#1070)