2.23.00 Release Notes

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Changes made in this release of the software are detailed below.

SPIRIT WIC EBT Middleware (Phase A)

Phase A of the SPIRIT WIC EBT Middleware (SWEM) implementation outlines the initial functional and technical design for SPIRIT WIC EBT Middleware (SWEM).

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-451

SPIRIT WIC EBT Middleware (SWEM)

SPIRIT WIC EBT Middleware (SWEM) is an application that allows SPIRIT to communicate with various WIC EBT Processors. The existing SPIRIT application supports a WIC EBT interface that is functional and allows SPIRIT to perform core EBT operations, such as setting up accounts and cards, maintaining EBT benefits, and reconciliation.

SWEM implementation provides message and file translation services between the existing SPIRIT WIC EBT interface and other interfaces supported by WIC EBT Processors that have contracted with various SPIRIT State Agencies.

SWEM exists as a stand-alone application with its own database; and, it is conceivable that SWEM could be used by WIC MIS applications other than SPIRIT.

The following two main methods are used for the exchange of information between SPIRIT and an EBT Processor:

  • Messages are used to exchange information that is normally transferred in real-time. Messages are used for operations such as the maintenance of household electronic benefit account information, card information, and benefits.

  • Files are used to exchange information that may transferred in a scheduled batch mode. Files are used for various operations, such as UPC/PLU maintenance, vendor maintenance, and reconciliation.

To see additional details for the translation services provided for each method noted above, and to review subsequent sections devoted to message and file translation services respectively, please see the SPIRIT WIC EBT Middleware (SWEM) Design Document.

SPIRIT WIC EBT Middleware (Phase B)

Phase B of the SPIRIT WIC EBT Middleware (SWEM) implementation supports additional enhancements requested by the EBT Task Force to make the SPIRIT integration with the WIC Universal MIS EBT Interface (WUMEI) a more well-rounded WIC EBT solution.

Enhancements

Enhancement#

Primary Function

Enhancement Detail

SWEM (Phase B)

Common Message Information
3.1 COMMON MESSAGE INFORMATION

All messages in both the SPIRIT Interface and the Universal Interface contain common data elements that transmit within the "message header" of every message. Some differences exist between the data elements in the SPIRIT Interface and the Universal Interface. SPIRIT has been modified to support the following two additional fields that exist within the Universal Interface's message header but not in the SPIRIT message header:

SPIRIT Interface

Universal Interface

CLINIC_ID

Clinic ID

LOCAL_AGENCY_ID

Local Agency ID

Add EBA
3.2 ADD EBA

The Add EBA function in the Universal Interface allows external systems to establish a benefit account in the WIC EBT system and link the account to a household within the external system. The Universal Interface also allows for identification of an account's "type code" that can be used to distinguish compliance accounts from regular household accounts. SPIRIT has been modified to send the account type to the WIC EBT system, thereby linking the SPIRIT household to the benefit account in the WIC EBT system. The following new field was added to the message header:

SPIRIT Interface

Universal Interface

ACCOUNT_TYPE

Type code

Update EBA
3.3 UPDATE EBA

The Universal Interface provides the capability to place a household account on hold so that benefits cannot be accessed. This is useful in situations where there are multiple cards associated with account so that the system does not have to disable each card individually. SPIRIT has been modified to allow household accounts to be placed on hold so that benefits cannot be accessed. A new Account Status radio button group was added to the following screens in following application modules to accommodate this functionality:

  • EBT Household Demographics (Clinic)

  • EBT Household Demographics (Vendor)

See changes to the DFDD for additional information.

Get EBA Details
3.4 GET EBA DETAILS

SPIRIT has been modified to use the Get EBA Details message from the Universal Interface to retrieve the account level status from the Universal Interface. This will determine which radio button is selected as the default in the Account Status radio button group on the following screens in the following application module:

  • EBT Household Demographics (Clinic)

  • EBT Household Demographics (Vendor)

See changes to the DFDD for additional information.

Get WIC Redemption History
3.5 GET WIC REDEMPTION HISTORY

SPIRIT has been modified to show the item level details in a redemption by retrieving item-level detail information from the REDEMPTION_HIST_REQUEST and REDEMPTION_HIST_REPLY messages from the Universal Interface.

SPIRIT has been modified to allow users to filter a household's EBT transaction history by benefit or redemption activity. A new Transaction Type radio button group was added The EBT Transaction History screen in the Clinic application module. Additionally, the transaction type "Benefit Grant Expiration" was modified to display as "Benefit Expiration" in the Transaction Type column of the Transaction History data grid.

SPIRIT has been modified to provide information on the actual items redeemed by UPC or PLU. The EBT Transaction History Detail screen in the Clinic application module was modified as follows:

  • Minimize and Maximize buttons were added to the title bar.

  • The Transaction Details data grid was modified as follows:

  • A new UPC column was added.

  • A new UPC Description column was added.

See changes to the DFDD for additional information.

Report WIC Benefit Redemptions
3.6 REPORT WIC BENEFIT REDEMPTIONS

SPIRIT has been modified to export EBT redemption data to a .csv file. A new Save as CSV button was added to the EBT Redemption Data screen in the Vendor application module.

See changes to the DFDD for additional information.

Add Category/Sub-category
3.7 ADD CATEGORY/SUB-CATEGORY

SPIRIT currently includes a single description field in the Category/Sub-category File within the Scheduled Job Administration application module. This file includes a field called Shopping List Description under the Category/Subcategory Detail section of the file. SPIRIT WIC EBT Middleware (SWEM) will map the Shopping List Description under the to the "Sub-category short description" field in the Universal Interface.

SPIRIT has been modified to add support for transmitting the following additional fields to the Universal Interface:

SPIRIT Interface

Universal Interface

Category Long Description

Category long description

Category Short Description

Category short description

Sub-category Long Description

Sub-category long description

See changes to the DFDD for additional information.

SPIRIT WIC EBT Middleware (Phase C)

Phase C of the SPIRIT WIC EBT Middleware (SWEM) implementation supports enhancements requested to the initial design approach outlined in Phase A, and includes fixes specific EBT defects that were previously identified.

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-376

EBT Redemption Data

The EBT Processor system presents data in a unique method. SPIRIT WIC EBT Middleware (SWEM), by design, does not have this problem because SWEM receives data in a universally-accepted method.

Due to the design of the EBT Processor system, an issue occurred that caused incorrect values for the actual claim amount, paid amount, and UPC package size units applied to a line item in a redemption on the EBT Redemption Data screen.

Fixing this issue by modifying SWEM would have created a new issue within the MAR calculation. Therefore, SPIRIT was modified to accommodate the data design from SWEM. Changes were made to the dynamic SQL in the WIC.Vendor.EBTMAR.CreateRedeemedTempTable.

There are no visible changes to the end user, except that values for redemptions that were once incorrect are now correct.

ENH-408

External Dual Participation File Layout

SPIRIT has been modified to include a new data element for the next pick-up date in the dual participation file. The External Dual Participation File Layout generated during End of Month Processing in the Scheduled Job Administration application module and on demand from the Generate Dual Participation Report screen in the State Office application module has been modified to include a new Next Pick-Up Date field.

NOTE: The DFDD already contained a reference to the "NextPUDueDate" field in the External Dual Participation File Layout section of the End of Month Processing topic of the Scheduled Job Administration DFDD. Therefore, no DFDD changes were required as a result of this change.

ENH-418

Formula Replacement

SPIRIT has been modified to default the number of cans to issue to the value of the number of cans available to issue when replacing formula. On the Formula Replacement screen in the Clinic application module, the Cans to Issue column in the Formula Items editable data grid was modified to set the default value displayed in the Cans to Issue column to the value populated in the Cans of Formula Available to Issue column.

See changes to the DFDD for additional information.

ENH-466

Database Changes

EBT Redemption Data

SPIRIT has been modified to identify the participation month for a given benefit during a redemption. The Available Fields list box on the EBT Redemption Data screen in the Vendor application module was modified to include a new "Participation Month" list item.

Additionally, a new Participation Month column was added to the EBT Redemption Data data grid.

See database changes for additional information.

See changes to the DFDD for additional information.

ENH-491

EBT Transaction History

SPIRIT has been modified to limit the amount of data that may be requested from the EBT Processor. The EBT Transaction History screen in the Clinic application module was modified as follows:

  • A new Search button was added.

  • The Transaction History data grid will no longer be populated with records when the screen initially displays. A search must now be performed to populate the data grid.

  • The End Date calendar control now defaults to the current system date.

  • The Start Date calendar control now defaults to one month prior to the current system date. Additionally, the following modification was made to the End Date calendar control:

When the date entered or selected in the Start Date calendar control is more than one month prior to the date displayed in the End Date calendar control, the date in the End Date calendar control automatically updates to be one month later than the start date specified.

See changes to the DFDD for additional information.

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

TMP-038

Supplier Rebate Report FIN001 (Output)

The Supplier Rebate Report FIN001 (Output) did not provide accurate results with EBT data.

This report output was corrected so that rebate items are counted correctly and the number of cans redeemed are accurate for EBT.

TMP-178

Location

On the Location screen in the System Administration application module, the state agency was not available as an option in the Agency drop-down list box because it was marked as hidden.

During login to the System Administration application module, the system now checks for a user's access to clinic (000). If the user has access to clinic (000), the state agency (000) becomes available as an option in the Agency drop-down list box on the Location screen even if it is flagged as hidden in the database. If the user does not have access to clinic (000), the state agency (000) will not be available.

See changes to the DFDD for additional information.

Additional Update

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

TMP-151

Breastfeeding Initiation Report OPR030 (Output)

The counts on the generated Breastfeeding Initiation Report OPR030 (Output) were displaying incorrect values.

A Stored Procedure was corrected to ensure the counts on the generated Breastfeeding Initiation Report OPR030 (Output) display correctly in both the Central Administrative Site Application and State Office application modules.

The fix going into this release is incorporating the updated Stored Procedure that was delivered in release 2.22.02 into the aSQL file for this release.

DFDD Updates

The table below documents changes made to the SPIRIT WIC Detailed Functional Design Document (DFDD) for this release of the software.

Enhancements

Enhancement#

Primary Function

Enhancement Detail

SWEM (Phase A) / ENH-451

Appendix

(apndxe.chm)

In the Appendix DFDD, a new Appendix F - SPIRIT WIC EBT Middleware (SWEM) chapter was added. The new Appendix F chapter contains the following SWEM documentation:

  • SWEM Installation Guide

  • SWEM Design Document

All .chm files

The Glossary tab has been updated in all .chm files comprising the DFDD and the Online Help System. The following glossary terms were added:

  • APL

  • Approved Product List

  • EBA

  • EBT Processor

  • Electronic Benefit Account

  • IFPC

  • IFPS

  • International Federation for Produce Coding

  • International Federation for Produce Standards

  • MIS

  • Management Information System

  • PLU

  • Price Look Up

  • SWEM

  • SPIRIT WIC EBT Middleware

  • WUMEI

  • WIC Universal MIS EBT Interface

SWEM (Phase B) / 3.3 UPDATE EBA

Clinic

(clinic.chm)

On the EBT Household Demographics topic in the Clinic DFDD, the following changes were made:

  • The image of the EBT Household Demographics screen was replaced.

  • A new Account Status radio button group was added to the following sections:

  • Interface Initialization

  • Screen Elements

  • Data Map

Additionally, the following content was added to the Send EBT Data button in the Screen Elements section:

Send Account Status to WEM

Depending on the selections made in the Account Status radio button group, the following occurs.

  • WIC EBT Middleware (WEM) logs the account status information for reference, troubleshooting, and testing purposes.

AND

  • If the Active radio button is selected in the Account Status radio button group, the household account is flagged as active and the following cardholder access value is sent to WIC EBT Middleware (WEM): 4-active.

  • If the On Hold radio button is selected in the Account Status radio button group, the household account is flagged as inactive and the following cardholder access value is sent to WIC EBT Middleware (WEM): 5-on hold.

Vendor

(vendor.chm)

On the EBT Household Demographics topic in the Clinic DFDD, the following changes were made to the DFDD:

  • The image of the EBT Household Demographics screen was replaced.

  • A new Account Status radio button group was added to the following sections:

  • Interface Initialization

  • Screen Elements

  • Data Map

Additionally, the following content was added to the Send EBT Data button in the Screen Elements section:

Send Account Status to WEM

Depending on the selections made in the Account Status radio button group, the following occurs.

  • WIC EBT Middleware (WEM) logs the account status information for reference, troubleshooting, and testing purposes.

AND

  • If the Active radio button is selected in the Account Status radio button group, the household account is flagged as active and the following cardholder access value is sent to WIC EBT Middleware (WEM): 4-active.

  • If the On Hold radio button is selected in the Account Status radio button group, the household account is flagged as inactive and the following cardholder access value is sent to WIC EBT Middleware (WEM): 5-on hold.

SWEM (Phase B) / 3.4 GET EBA DETAILS

Clinic

(clinic.chm)

On the EBT Household Demographics topic in the Clinic DFDD, the Interface Initialization section was updated as follows:

  • The Account Status radio button group is visible, enabled, and the default radio button selection is determined by using the Get EBA Details message to retrieve the account level status from the Universal Interface.

Vendor

(vendor.chm)

On the EBT Household Demographics topic in the Vendor DFDD, the Interface Initialization section was updated as follows:

  • The Account Status radio button group is visible, enabled, and the default radio button selection is determined by using the Get EBA Details message to retrieve the account level status from the Universal Interface.

SWEM (Phase B) / 3.5 GET WIC REDEMPTION HISTORY

Clinic

(clinic.chm)

The following changes were made to the EBT Transaction History topic in the Clinic DFDD:

  • The image of the EBT Transaction History screen was replaced.

  • A new Transaction Type radio button group was added to the following sections:

  • Interface Initialization

  • Screen Elements

  • Data Map

Additionally, the following changes were made to the EBT Transaction History Detail topic in the Clinic application module:

  • The image of the EBT Transaction History Detail screen was replaced.

  • The Transaction Details data grid was modified as follows:

  • A new UPC column was added.

  • A new UPC Description column was added.

SWEM (Phase B) / 3.6 REPORT WIC BENEFIT REDEMPTIONS

Vendor

(vendor.chm)

The following changes were made to the EBT Redemption Data screen in the Vendor DFDD.

  • The image of the EBT Redemption Data screen was replaced.

  • A new Save as CSV button was added to the following sections:

  • Interface Initialization

  • Screen Elements

SWEM (Phase B) / 3.7 ADD CATEGORY/SUB-CATEGORY

Scheduled Job Administration

(jobadmn.chm)

The following fields were added to the Category/Subcategory Detail section of the Category/Sub-category File topic within the Scheduled Job Administration DFDD:

  • Category Long Description

  • Category Short Description

  • Sub-category Long Description

SWEM (Phase C) / ENH-418

Clinic

(clinic.chm)

On the Formula Replacement topic in the Clinic DFDD, the Interface Initialization section was updated as follows:

  • The Formula Items data grid is visible, enabled, and initially displays an entry for each formula food item available for replacement. The Cans to Issue column is enabled and displays a default value of the value populated in the Cans of Formula Available to Issue column.

The Cans to Issue column in the Screen Elements section was updated as follows:

The default value displayed in this column is the value currently displayed in the Cans of Formula Available to Issue column. The value specified in this column cannot exceed the value currently displayed in the Cans of Formula Available to Issue column.

Additionally, the image of the EBT Redemption Data screen was replaced.

SWEM (Phase C) / ENH-466

Vendor

(vendor.chm)

The following changes were made to the EBT Redemption Data topic in the Vendor DFDD:

  • The image of the EBT Redemption Data screen was replaced.

  • A new Participation Month column was added to the following sections:

  • Screen Elements

  • Data Map

SWEM (Phase C) / ENH-491

Clinic

(clinic.chm)

On the EBT Transaction History topic in the Clinic DFDD, the Interface Initialization section was updated as follows:

  • The Start Date calendar control is visible, enabled, and initially displays one month prior to the current system date as the default.

  • The End Date calendar control is visible, enabled, and initially displays the current system date as the default.

  • The Search button is visible and enabled as the default.

  • The Transaction History data grid is visible and initially blank as the default. A search that yields results must be performed to populate the data grid.

Additionally, the Screen Elements section was updated as follows:

  • The content for the Start Date calendar control was updated as follows:

The default date displayed is the one month prior to the date displayed in the End Date calendar control. If an invalid date is entered, the system will automatically restore the date to the previously entered value.

  • The content for the End Date calendar control was updated as follows:

The default date displayed is the current system date. If an invalid date is entered, the system will automatically restore the date to the previously entered value.

When the date entered or selected in the Start Date calendar control is more than one month prior to the date displayed in the End Date calendar control, the date in the End Date calendar control automatically updates to be one month later than the start date specified.

  • A new Search button was added.

  • The Transaction History data grid was updated as follows:

This data grid contains each EBT transaction history record that matches the filter criteria last defined when the Search button was clicked. The data grid is initially blank. The title text of the data grid is set to "Transaction History" The data grid contains a row for each log entry that matches the specified filter criteria. The records are sorted in descending order by the Date column and cannot be resorted.

SWEM (Phase C) / TMP-178

System Administration (sysadmn.chm)

The following changes were made to the Location topic in the System Administration DFDD:

  • The image of the Location screen was replaced.

  • The Agency drop-down list box in the Screen Elements section was updated as follows:

During login to the System Administration application module, the system checks for a user's access to clinic (000). If the user has access to clinic (000), the state agency (000) becomes available as an option in the Agency drop-down list box even if it is flagged as hidden in the database. If the user does not have access to clinic (000), the state agency (000) will not be available.

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Documentation Delivery Date: 06/12/2015