Updating Fee Descriptions in iBank

We have a fee table in iBank which Cornerstone created based on an Excel sheet we provide.  This table periodically needs updating when fee codes are added or descriptions modified.

• The most current fee codes and descriptions in Central Command are in this report which can be exported to Excel:
  • https://reportingservicesprod.dt.com/Reports_DTIHASQL/Pages/Report.aspx?ItemPath=%2fService+Fees%2fFee+Codes
  • Depending on amount of updates the above step may not be necessary
• Compare the above sheet with the Service Fees excel sheet on SharePoint which will be sent to Cornerstone 

  Service Fees - CIS table update

  • Use the Friendly Name for the fee description
  • We are limited to 50 characters
  • Make modifications where necessary
• Email Cornerstone Support - prior cases as a reference 00464824 and 00451178
  • Copy file FEECODES.dbf from the top level of one of the Central Command export directories and place on SharePoint in our iBank > Service Fees folder
    • https://directhub.dt.com/technology/Shared Documents/iBank/Service Fees
  • Email to CIS example:
    • Cornerstone support had created the attached FEECODES table based on the attached spreadsheet. 
    • We need the table FEECODES.dbf updated again. The prior cases where this was done is 00451178 and 00464824. 
  • Attach the updated Service Fees - CIS table update Excel sheet
  • Attach example of the table feecodes.dbf table already placed on SharePoint

• Once feecodes.dbf file is received back from CIS, all top level folders for Central Command export needs to have current feecodes.dbf file replaced with new
  • We should replace in one instance to test and run the export
  • Review some fees prior to the data doctorsbeing run
    • Navigate to:  Process data > Review/Edit Records > uncheck option on top > Change selection from All Records to Records w/Services Data on top right
    • Click Go > Review Services tab for a handful of fees
    • The description will be something similar to Service Fee (look up what this will say)
  • Run data doctors and review the fees again to see if the Service Descriptions were updated
  • Some descriptions will only say Service Fee, but this is expected
    
    • 
  • Proceed and replace feecodes.dbf in the top level folders for the Central Command exports