2.31.00 Release Notes

NOTE: The MISResponseCodeProcessing integer data type is a value that indicates the response code processing algorithm used.

• 0 = Primitive, which indicates that all of the DT codes from the original implementation are used.

• 1 = Enhanced, which indicates that a collection of the original implementation DT codes are used along with all of the Universal Interface codes.

The MISResponseCodeProcessing integer data type should be set to 1 = Enhanced for SPIRIT versions 2.28.00 and higher during the configuration of WEM. For more information, please see the MIS Clients section of the WEM Configuration topic.

NOTE: Once the changes are saved in the WEM Configuration Manager, the configuration subsystem enabling encryption in the configuration file re-writes automatically with encrypted contents. Refer to the Desktop-Based Configuration topic in the WIC EBT Middleware (WEM) documentation for more information.

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-518

EBT Card History

This enhancement provides additional Electronic Benefit Transfer (EBT) support in the SPIRIT WIC system to enhance the view of historical card records and clearer captured signature images.

To provide additional support for historical card records and enhanced captured signature images, the changes below were made to the SPIRIT WIC system.

R1: The currently-assigned EBT card(s) will display on the EBT Card History screen for the current household.

Since the EBT Card History screen already displayed the currently-assigned EBT card(s) for the household, no changes were made to the SPIRIT WIC system.

R2: All historic/previously issued EBT cards will display on the EBT Card History screen for the current household.

Since the EBT Card History screen already displayed all historic card records created for a household, no changes were made to the SPIRIT WIC system.

R3: The signature captured at the time of EBT card issuance on the Capture Signature for Card screen will display on the View Signature screen with the same clarity and darkness as a signature collected for paper checks.

To accommodate the R3 requirement for this enhancement, the SPIRIT WIC system was modified to enhance the signature captured on the Capture Signature for Card screen and display it clearly on the View Signature screen.

R4: Saved/Captured signatures will display for all cards issued to all household members on the View Signature screen from the EBT Card History screen (TMP-287). Additionally, when a signature is not captured, no signature will be displayed.

To accommodate the R4 requirement for this enhancement, the EBT Card History screen in the SPIRIT WIC system was modified as follows:

• Signatures are now events that are included on the EBT Card History screen instead of being attached to card events received from the EBT Processor.

• Signature events display a status of "Signature" in the Status column of the Card History data grid to distinguish them from EBT events.

• Signature events can be viewed by clicking the View Signature button.

• The View Signature button is now only enabled when a row that contains a signature is selected in the Card History data grid.

R5: A time stamp will be added to the Card History data grid on the EBT Card History screen to differentiate card records for users (TMP-289).

To accommodate the R5 requirement for this enhancement, the Date column in the Card History data grid on the EBT Card History screen was renamed as: "Date/Time" and the column was updated to include the time on which a card was issued.

Additionally, CDP provided screen clip mock-ups to the CCWG and/or SUG prior to development.

R6: A signature captured on the Capture Signature for Card screen for a card will be displayed when the View Signature button is clicked on the View Signature screen (TMP-228).

The R6 requirement for this enhancement was addressed with the changes made for R4 for this enhancement.

R7: Cardholder information will be sent correctly from the SPIRIT WIC system to the EBT Processor. A deactivated card will show the originating cardholder's name at the time the card is deactivated.

To accommodate the R7 requirement for this enhancement, the code in the SPIRIT WIC system was reviewed and tested to ensure that card information is sent correctly to the EBT Processor.

R8: On the View Signature screen, the primary cardholder is incorrectly labeled as "Participant ID" and the label should be changed to "Primary Cardholder".

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC system was modified to rename the Participant ID text and value label as "Cardholder" on the View Signature screen.

R9: The DFDD shall be updated to accurately reflect the changes that have been made as a result of this Change Request.

To accommodate the R9 requirement for this enhancement, the SPIRIT WIC Detailed Functional Design Document (DFDD) was updated.

Please refer to the DFDD changes for this enhancement.

R10: CDP will provide a mock-up of the changes to the SUG for CCWG review.

To accommodate the R10 requirement for this enhancement, CDP provided screen clip mock-ups to the CCWG and/or SUG prior to development.

R11: While in the functional areas of the SPIRIT WIC system related to this enhancement, if any references to the term "J.P. Morgan" are found, change the text to instead reference the term "EBT Processor". (Depending on the functional areas affected within the SPIRIT WIC system, this requirement may not apply.)

No "J.P. Morgan" references were found in the functional areas related to this enhancement.

ENH-538 / ENH-542

EBT Shopping List and Account Balance Reports

This enhancement provides additional Electronic Benefit Transfer (EBT) support in the SPIRIT WIC system to enhance the Account Balance and EBT Benefit Issuance reports.

To enhance the reporting features in the SPIRIT WIC system for EBT, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R2: While in the functional areas of the SPIRIT WIC system related to this enhancement, if any references to the term "J.P. Morgan" are found, change the text to instead reference the term "EBT Processor". (Depending on the functional areas affected within the SPIRIT WIC system, this requirement may not apply.)

No "J.P. Morgan" references were found in the functional areas related to this enhancement.

R3: Provide instructions to describe the manual process of managing letter templates. This should include moving, adding, and deleting mail merge fields to include external text and/or logos that the state may desire to include in the letter templates.

To accommodate the R3 requirement for this enhancement, please see the following:

Outside of the SPIRIT WIC system, the new templates can be modified using Microsoft Word. The fields and headings can be reordered and/or formatted per each state's preference; however, once a Mail Merge field is removed from the template and the template is saved, the deleted Mail Merge fields cannot be added back to the template at a later time.

For more information about Mail Merge, refer to the following Microsoft resources:

• https://support.office.com/en-us/article/Video-Mail-merge-507b5468-f771-485d-9ef0-27857168a266

• https://support.microsoft.com/en-us/help/826838/frequently-asked-questions-about-the-mail-merge-feature-in-word-2003

R4: Make the EBT Benefit Issuance report a template. The DFDD should include the name of the letter template, mail merge fields included in the template, and corresponding database fields that support the mail merge fields. The definition for the EBT Benefit Issuance report needs to be included/updated to state what the report includes for both online and offline.

To accommodate the R4 requirement for this enhancement, the SPIRIT WIC system was modified to include a new ShoppingList.doc template. Please refer to the DFDD changes for this enhancement.

The default ShoppingList.doc template delivered with this release does not differ for online and offline EBT modes. However, the template can be manually modified to each state's preference for offline or online EBT mode.

Please refer to the notes under R3 above for more details.

R5: Make the EBT Account Balance report a template. The DFDD should include the name of the letter template, mail merge fields included in the template, and corresponding database fields that support the mail merge fields. The definition for the Account Balance Report needs to be included/updated to state what the report includes for both online and offline (i.e., the Account Balance report pulls the most current information).

To accommodate the R5 requirement for this enhancement, the SPIRIT WIC system was modified to include a new AccountBalance.doc template. Please refer to the DFDD changes for this enhancement.

The default AccountBalance.doc template delivered with this release does not differ for online and offline EBT modes. However, the template can be manually modified to each state's preference for offline or online EBT mode.

Please refer to the notes under R3 above for more details.

R6: On the Aggregated Issuance for EBT Account screen, the button currently is labeled "Print Benefits" and should be renamed as: "Print Shopping List".

To accommodate the R6 requirement for this enhancement, the "Print Benefits" button was renamed as: "Print Shopping List" on the following screens in the SPIRIT WIC system:

• Aggregated Issuance for EBT Account (Clinic)

• Aggregated Issuance for EBT Account (Vendor)

R7: The Benefit Issuance report template should be named "Shopping List".

To accommodate the R7 requirement for this enhancement, the EBT Benefit Issuance report output template file was named "ShoppingList.doc".

R8: All fields currently on both reports (Account Balance and Shopping List) should remain on the templates and the following items should be added to it:

• UOM

• Generic logo placeholder

• Text area for a disclaimer

• Text area for the notification of a certification ending

• Cert. End Date

• Subcat short description

• Current Date (printed date)

• Household ID

• State WIC ID

• Participant first name and last name

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC system was modified as follows:

Additionally, a new Modify EBT Shopping List Reports list item was added to the Reference Utility screen in the Reference Utility application module. When selected, a new Modify EBT Shopping List Reports screen displays, which allows states to customize of the format and presentation of the following generated reports:

• Account Balance Report (Output) (Clinic)

• EBT Benefit Issuance (Output) (Clinic)

• EBT Benefit Issuance (Output) (Vendor)

R9: For online states, the Account Balance template should accurately show current benefits and offline states should have the ability to add a text box to inform participants that benefits may not be accurately reflected.

To accommodate the R9 requirement for this enhancement, the default AccountBalance.doc template delivered with this release includes current benefits for the household.

The default AccountBalance.doc template delivered with this release does not differ for online and offline EBT modes. However, the template can be manually modified to each state's preference for offline or online EBT mode.

Please refer to the notes under R3 above for more details.

R10: On both templates, show the certification end date for all members of the household that are in an active certification regardless if they are receiving a benefit on the shopping list.

To accommodate the R10 requirement for this enhancement, the default AccountBalance.doc and ShoppingList.doc templates delivered with this release of the software include the certification end dates in the following field:

«EndingCerts»

Please refer to the notes under R8 above for more details.

R11: CDP will provide a mock-up of the changes to the SUG for CCWG review.

To accommodate the R11 requirement for this enhancement, CDP provided screen clip mock-ups to the CCWG and/or SUG prior to development.

ENH-547 / ENH-548

EBT Compliance Buys

This enhancement provides additional support for EBT Compliance Buys in the SPIRIT WIC system to support Electronic Benefit Transfer (EBT).

To enhance the Compliance Buy features in the SPIRIT WIC system for EBT, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R2: The Compliance Buy event will not be available (hidden) on the Events screen in the Vendor Folder when EBT is enabled.

To accommodate the R2 requirement for this enhancement, the SPIRIT WIC system was modified to remove the Compliance Buy event from the Events screen in the Vendor application module.

R3: Historic compliance buy records will still display on the Event Log tab in the Vendor Folder and be counted in the TIP report.

To accommodate the R3 requirement for this enhancement, the SPIRIT WIC system was reviewed and tested to ensure that historic compliance buy records will continue to display on the Event Log tab in the Vendor Folder and on the The Integrity Profile (TIP) File (Output).

R4: Vendor compliance buy events should have a label following the event name, such as "Checks" or "EBT" to indicate the food delivery system enabled at the time the events were recorded.

To accommodate the R4 requirement for this enhancement, the SPIRIT WIC system was modified to display the food delivery system mode (Checks or EBT) in the Event node of the Vendor Events tree list on the All sub-tab within the Vendor Folder based on the value of the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule at the time an Initiate Compliance Investigation event is created.

R5: The Compliance Buy follow-up activity will not be available (hidden) on the Follow-up Activities screen in the Vendor Folder when EBT is enabled.

To accommodate the R5 requirement for this enhancement, the SPIRIT WIC system was modified to remove the Compliance Buy follow-up activity from the Follow-up Activities screen in the Vendor application module.

R6: The Initiate Compliance Investigation event will be available from the Events screen in the Vendor Folder. The event will work for both Check and EBT food delivery systems.

To accommodate the R6 requirement for this enhancement, the SPIRIT WIC system was modified to enable the Initiate Compliance Investigation event on the Events screen in the Vendor Folder when EBT is enabled.

R7: The follow-up activities below will be available from the Follow-up Activities screen in the Vendor Folder. The activities will work for both Check and EBT food delivery systems.

• Compliance Buy Returned

• Finish Compliance Investigation

To accommodate the R7 requirement for this enhancement, the SPIRIT WIC system was modified to enable the following follow-up activities on the Follow-up Activities screen in the Vendor Folder when EBT is enabled:

• Compliance Buy Returned

• Finish Compliance Investigation

R8: During the transition to EBT, states will have a need to perform and complete both Check and EBT compliance buys and also to capture compliance buy results for both issuance types.

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC system was reviewed, tested, and verified to accommodate compliance buys for both Check and EBT food delivery systems based on the value of the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule.

R9: Once a state fully transitions to EBT issuance, any check compliance buy fields should no longer be available.

To accommodate the R9 requirement for this enhancement, the SPIRIT WIC system was reviewed, tested, and verified to accommodate compliance buys for both Check and EBT food delivery systems based on the value of the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule.

R10: If EBT is enabled on the Compliance Buy Returned screen, provide functionality to view EBT purchase redemption transactions for a period of time and select the transactions that are applicable to for the compliance buy. Once the user has made a selection (allow multi-select) and applied it against a compliance buy, it should not display in the list of transactions. Provide functionality to view EBT transactions for a specific vendor and default the list of transactions for the current vendor. The transaction data displayed should default to the last 30 days, and the user should able to modify the date range.

To accommodate the R10 requirement for this enhancement, the SPIRIT WIC system was modified to add a new Find EBT Redemptions screen that can be used to search for existing Electronic Benefit Transfer (EBT) redemptions, which can be accessed from the Compliance Buy Returned screen in the Vendor application module. Since EBT transactions must be individually selected (one at a time) by the user, the Find EBT Redemptions data grid on the new Find EBT Redemptions screen only allows the selection of a single record.

R11: The Manage Compliance Buys menu option and existing sub-menu options (Compliance Investigators and Compliance Buy Benefits) will still be available from the Activities menu on the Vendor List screen. They will work for both Check and EBT food delivery systems.

To accommodate the R11 requirement for this enhancement, the Activities menu on the Vendor List screen in the Vendor application module was modified as follows:

• The Manage Compliance Buys menu option is now available in both Check and EBT food delivery systems.

• The Compliance Investigators sub-menu option on the Manage Compliance Buys sub-menu is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems.

• The Compliance Buy Benefits sub-menu option on the Manage Compliance Buys sub-menu is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems.

R12: The Initiate Compliance Investigation button will continue to function on the High Risk Analysis screen for Check and EBT food delivery systems.

To accommodate the R12 requirement for this enhancement, the SPIRIT WIC system was reviewed and tested to ensure that the Initiate Compliance Investigation button continues to function on the High Risk Analysis screen in the Vendor application module.

R13: The TIP Report Compliance Buy indicator will count both the old (Check) and new (EBT) compliance buy activities.

To accommodate the R13 requirement for this enhancement, the SPIRIT WIC system was reviewed and tested to ensure that the The Integrity Profile (TIP) File (Output) includes both Check and EBT compliance buys.

R14: The EBT Compliance Buy address and telephone number currently defaults to:

• Telephone: 000-000-0000

• Address: Compliance Buy

• City: Washington

• State: DC

• ZIP: 20460

• Clinic -

To provide for better data integrity, it should default the address and telephone information specified on the Agency/Clinic screen in the Reference Utility application module.

To accommodate the R14 requirement for this enhancement, the SPIRIT WIC system was modified to default the address and telephone information displayed on the EBT Household Demographics screen in the Vendor application module to the address and telephone currently recorded on the Agency/Clinic screen in the Reference Utility application module for the State Office Agency in the database (from the STATEBUSINESSRULES table where CATEGORYID = STATEOFFICEAGENCYID).

ENH-550

EBT Household Representatives

This enhancement provides additional support for EBT household representatives in the SPIRIT WIC system to support Electronic Benefit Transfer (EBT).

To enhance the household representative features in the SPIRIT WIC system for EBT, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

If while in this functional area of the Change Request there is any reference to JP Morgan, in a system message, it must be change to the generic message "EBT Processor".

R2: While in the functional areas of the SPIRIT WIC system related to this enhancement, if any references to the term "J.P. Morgan" are found, change the text to instead reference the term "EBT Processor". (Depending on the functional areas affected within the SPIRIT WIC system, this requirement may not apply.)

To accommodate the R2 requirement for this enhancement, the SPIRIT WIC system was modified to replace "J.P. Morgan" references in the following functional areas:

• During PAN validation on the Participant List screen and a connection to the EBT Processor cannot be established, a standard error message displays (E0393).

• When changes are made on the Demographics screen that must be sent to the EBT Processor system and a connection to the EBT Processor cannot be established, a standard information message displays (I0014).

• When loading the EBT Household Demographics and a connection to the EBT Processor cannot be established, a standard error message displays (E0393).

• When loading the Participant Folder screen and a connection to the EBT Processor cannot be established, a standard error message displays (E0393).

R3: The EBT Household Demographics screen may not be saved without an authorized representative listed for all WIC categories. The user will receive the error messages: "An entry is required for the Authorized Representative Last Name. An entry is required for the Authorized Representative First Name" when attempting to save the screen.

To accommodate the R3 requirement for this enhancement, a new Check for Authorized Representative Assignment process was implemented to require the existence of a primary cardholder in the EBT Household Representatives data grid on the following screens in the SPIRIT WIC system:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

R4: For clinics that transition from a non-EBT to an EBT food delivery system, authorized representative and proxy information will be displayed properly on the AdditionalInfo2 screen.

To accommodate the R4 requirement for this enhancement, the SPIRIT WIC system was reviewed and tested to ensure that household representative data displays properly in both Check and EBT food delivery systems.

R5: For EBT clinics, household representative information will be read-only on the AdditionalInfo2 screen and a new EBT Household Demographics button will be added that displays the EBT Household Demographics screen when clicked. The EBT Household Demographics screen will display all authorized representatives and proxies within the existing grid labeled "EBT Household Representatives".

To accommodate the R5 requirement for this enhancement, the SPIRIT WIC system was modified as follows:

• The AdditionalInfo2 screen in the Clinic application module was modified as follows:

• The controls in the Authorized Representative group box are now disabled when the Electronic Benefit Transfer (EBT) food delivery system is enabled for the current clinic.

• A new EBT Household Demographics button was added to the Authorized Representative group box.

• The controls in the Alternate Representative/Proxy 1 group box are now disabled when the Electronic Benefit Transfer (EBT) food delivery system is enabled for the current clinic.

• The controls in the Alternate Representative/Proxy 2 group box are now disabled when the Electronic Benefit Transfer (EBT) food delivery system is enabled for the current clinic.

• The EBT Household Demographics screen in the Clinic application module and the EBT Household Demographics screen in the Vendor application module were modified as follows:

• A new EBTMaxCards business rule was added.

• The Assign Card button was modified to accommodate the new EBTMaxCards business rule.

• A new Set as Secondary button was added.

• The EBT Household Members data grid was renamed as: "EBT Household Representatives".

• A new Card Holder column was added to the EBT Household Representatives data grid.

R6: When the EBT Household Demographics screen displays, the user will have the ability to update the household representative information similar to how the DOB is currently updated. When the user selects a row in the EBT Household Representatives data grid that is either an authorized representative or proxy, and the following fields will be displayed below the data grid:

• Last Name

• First Name

• Middle Initial

• Date of Birth

• Relationship

• Marital Status (for A.R.)

• Education Level (for A.R.)

• Register to Vote (for A.R.)

The label above these fields will reflect the role of each household representative, such as "Authorized Representative", "Proxy 1", or “Proxy 2". The user update the information and click an "Update" button which will then reflect the changes within the EBT Household Representatives data grid list appropriately.

To accommodate the R6 requirement for this enhancement, The EBT Household Demographics screen in the Clinic application module and the EBT Household Demographics screen in the Vendor application module of the SPIRIT WIC system were modified as follows:

• A new Authorized Representative group box was added.

• The State WIC ID column in the EBT Household Representatives data grid was updated to display the following text for authorized representatives, alternate authorized representatives, and proxies that are recorded for the household but do not display State WIC IDs within the column:

• Authorized Representative

• Alternate Representative/Proxy 1

• Alternate Representative/Proxy 2

• A new Alternate Representative/Proxy 1 group box was added.

• A new Alternate Representative/Proxy 2 group box was added.

• The Date of Birth calendar control and Update button were moved inside the new household representative group boxes.

• A new Add Auth Rep button was added.

• A new Add Alt Rep/Proxy button was added.

On the Void/Replace Benefits for EBT Account screen, the State WIC ID column in the State WIC ID data grid was updated to display the following text for authorized representatives, alternate authorized representatives, and proxies that are recorded for the household but do not display State WIC IDs within the column:

• Authorized Representative

• Alternate Representative/Proxy 1

• Alternate Representative/Proxy 2

R7: The EBT Household Demographics screen will have the ability add or delete household representative information by clicking an "Add" button and to delete household representative information by clicking a "Delete" button. The SPIRIT WIC system will not allow a household representative record that is associated with an active card to be deleted.

The R7 requirement for this enhancement was addressed with the changes made for R6 for this enhancement.

R8: The SPIRIT WIC system should only allow only one (1) authorized representative record and only two (2) alternate representative/proxy records per household.

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC system was modified as follows:

• Only one (1) authorized representative can exist within a household based on the records in the EBT Household Representatives data grid on the following screens in the SPIRIT WIC system:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

• Only two (2) alternate/proxy representatives can exist within a household based on the records in the EBT Household Representatives data grid on the following screens in the SPIRIT WIC system:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

R9: The SPIRIT WIC system will not allow EBT data to be sent to the EBT Processor for a household assigned an EBT card without the naming of a primary cardholder.

To accommodate the R9 requirement for this enhancement, a new Check for Authorized Representative Assignment process was implemented to require the existence of a primary cardholder in the EBT Household Representatives data grid on the following screens in the SPIRIT WIC system:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

R10: When a household representative cardholder is updated on the EBT Household Demographics screen or during the Edit Authorized Representative step of the EBT Household Change Guided Script process, the Capture Signature for Card screen will display after sending EBT data from the EBT Household Demographics screen during the Review New EBT Household Demographics step.

To accommodate the R10 requirement for this enhancement, the SPIRIT WIC system was reviewed and tested to ensure that the Capture Signature for Card screen displays appropriately when household representative data is manipulated and the Send EBT Data button is clicked on the following screens:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

R11: All cardholders and corresponding card numbers will match between SPIRIT and the EBT Processor.

To accommodate the R11 requirement for this enhancement, the SPIRIT WIC system was modified to ensure that differing data will not be retrieved from the EBT Processor and updated in the SPIRIT WIC system, and the change was reviewed and tested to ensure that the cardholders and card numbers match in both the SPIRIT WIC and the EBT Processor systems. As a result a new standard information message I0088 displays when the household data in the EBT Processor system is determined to differ from the household data in the SPIRIT WIC system when the following screens are initially displayed:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

R12: CDP-241 is about the primary cardholder being incorrect following a clinic transfer, and some scenarios of that also include an incorrect DOB. The primary cardholder will not be changed when a clinic transfer occurs unless the user makes a change.

To accommodate the R12 requirement for this enhancement, the SPIRIT WIC system was reviewed and tested to ensure that the primary cardholder in a household is not updated when a transfer to a different clinic occurs.

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

CDP-17 / TMP-287

View Signature

The View Signature screen in the Clinic application module of the SPIRIT WIC system did not consistently display a captured signature in the Signature picture box.

CDP-113 / SWM-2

Authorized Representative and Primary Cardholder

If an authorized representative was also the primary cardholder in the SPIRIT WIC system, users could not update the authorized representative's information. To be able to update the authorized representative's information, users were forced to create a fake primary cardholder in the SPIRIT WIC system.

CDP-125

Food Prescription

Inaccurate food prescription amounts were able to be issued in the SPIRIT WIC system after recovering and replacing formula items over a period of time.

CDP determined that the old prescription was not clearing correctly after a formula food item was replaced, which caused the old formula food item to be added as well as the new formula food item when more formula was added to a food prescription.

As a result, the SPIRIT WIC system was modified to remove an old prescription item when it is not present in the current benefit period, which prevents the old food item from being copied into a new food prescription.

CDP-131

EBT Primary Cardholder

The primary cardholder was incorrect in WIC Direct after changes were made in the Clinic application module of the SPIRIT WIC system.

CDP-212 / TMP-280

EBT Digital Signature

The digital signature image collected for the receipt of an EBT card was very faint when displayed in the SPIRIT WIC system.

CDP-227 / TMP-289

EBT Card History

The EBT Card History screen in the Clinic application module of the SPIRIT WIC system displayed duplicate entries for the same EBT card.

CDP-241

EBT Primary Cardholder

When a participant was transferred to a different clinic, the participant was incorrectly listed as the primary cardholder in WIC Direct.

CDP-244

EBT Secondary Cardholder

When the name of a secondary cardholder (such as a proxy) was updated and EBT data was successfully transmitted from the SPIRIT WIC system, the secondary cardholder's name was not updated correctly in WIC Direct.

CDP-286

UPCs

During End of Day Processing in the SPIRIT WIC system, UPC records within the UPC file created by WIC EBT Middleware (WEM) contained incorrect Rebate Flag values.

The SPIRIT WIC system was modified to update the UPC Rebate Flag in the output as follows:

upc.RebateFlag = item.RebateFlag ? "Y":"N"

TMP-228

EBT Card History

The EBT Card History screen in the Clinic application module of the SPIRIT WIC system did not display new card numbers or retain the names of primary cardholders for original card numbers.

TMP-283

WIC EBT Middleware (WEM)

When a vendor was terminated in the Vendor application module of the SPIRIT WIC system, a termination code or status was not communicated through the batch file sent to Solutran's S3 system.

The WIC EBT Middleware (WEM) was originally designed to support communications with WIC Direct, which only required a deactivation date in the action code '002' (the "Update Information" action code) to terminate a vendor.

However, the deactivation date in the action code '002' was not sufficient to terminate a vendor in Solutran's S3 system. Therefore, WIC EBT Middleware (WEM) was modified to support vendor terminations within the following EBT Processor systems:

• WIC Direct

• S3

• Universal Service

Since "02" means deactivate, when processing a vendor record that has an "02" action code, WEM looks at the "UniversalServiceProviderType" setting. With the 2.3.1.0 version of the WIC EBT Middleware (WEM), WEM now also looks at a new setting called "OverrideTerminationDate".

• If the value of the UniversalServiceProviderType setting is WIC Direct (1), then the behavior should be as follows:

Set the Action Code in the wvxml output file to '002'.

AND

If the OverrideTerminationDate setting is true, then set the [VendorEndDate] to DateTime.Now.

• If the value of the UniversalServiceProviderType setting is not WIC Direct (1), then the behavior should instead be the following:

Set the Action Code in the wvmxl output file to '003'.

AND

If the OverrideTerminationDate setting is true, then set the [VendorEndDate] to DateTime.Now.

Once the 2.3.1.0 version of the WIC EBT Middleware (WEM) is deployed, the changes can be verified as follows:

• If "WIC Direct" is selected as the Provider Type on the Universal Service tab in the WEM Configuration Manager, inspect the output files as follows:

• If the SPIRIT output file contains action code 01:

• The EBT output file must contain an action code of '002'.

• The EBT output file must contain a VendorEndDate that matches the Deactivation Date in the SPIRIT file.

• If the SPIRIT output file contains action code 02:

• The EBT output file must contain an action code of '002'.

• The EBT output file must contain a VendorEndDate equivalent to DateTime.Now.

• If "S3" is selected as the Provider Type on the Universal Service tab in the WEM Configuration Manager, inspect the output files as follows:

• If the SPIRIT output file contains action code 01:

• The EBT output file must contain an action code of '002'.

• The EBT output file must contain a VendorEndDate that matches the Deactivation Date in the SPIRIT file.

• If the SPIRIT output file contains action code 02:

• The EBT output file must contain an action code of '003'.

• The EBT output file must contain a VendorEndDate equivalent to DateTime.Now.

• If "Universal Service" is selected as the Provider Type on the Universal Service tab in the WEM Configuration Manager, inspect the output files as follows:

• If the SPIRIT output file contains action code 01:

• The EBT output file must contain an action code of '002'.

• The EBT output file must contain a VendorEndDate that matches the Deactivation Date in the SPIRIT file.

• If the SPIRIT output file contains action code 02:

• The EBT output file must contain an action code of '003'.

• The EBT output file must contain a VendorEndDate equivalent to DateTime.Now.

DFDD Updates

Issue#

DFDD Location

DFDD Resolution

ENH-518

Clinic

(clinic.chm)

The changes documented below were made to the Clinic DFDD.

The following changes were made to the EBT Card History screen topic:

• The screen clip image was updated.

• In the Card History data grid, the Date column was renamed as: "Date/Time" and the description of the column was updated to indicate that the time a card was issued also displays in the column.

• Documentation for the View Signature button was updated to indicate that the button is only enabled when a row that contains a signature is selected in the Card History data grid.

The following changes were made to the Capture Signature for Card screen topic:

• The Cancel button was removed.

• A new Close button was added.

The following changes were made to the View Signature screen topic:

• The screen clip image was updated.

• The Participant ID text and value label was removed.

• A new Cardholder text and value label was added.

• The Date text and value label was updated to indicate that the time a signature was captured also displays in the text and value label.

• The Data Map section was updated to reflect the changes above.

Vendor

(vendor.chm)

The changes documented below were made to the Clinic DFDD.

The following changes were made to the Capture Signature for Card screen topic:

• The Cancel button was removed.

• A new Close button was added.

ENH-538 / ENH-542

Appendix

(busrule.chm)

The changes documented below were made to the Appendix DFDD.

The following changes were made to the business rules in Appendix B:

• A new CatSubcatListDescription business rule was added.

• A new CatSubcatListMonthDescription business rule was added.

In the Messages Matrix in Appendix D, new Variant Text was added to the E0002 standard error message to indicate that at least one field must be enabled.

Clinic

(clinic.chm)

The changes documented below were made to the Clinic DFDD.

The following changes were made to the Aggregated Issuance for EBT Account screen topic:

• The Print Benefits button was removed.

• A new Print Shopping List button was added.

A new Print Shopping List screen topic was added.

A new EBT Benefit Issuance (Output) topic was added.

The following changes were made to the Generate Account Balance Report screen topic:

• A screen clip image was added, which was previously missing from the DFDD.

• The following changes were made to the Report Destination radio button group:

• The Save as PDF radio button was removed.

• A new Save File radio button was added.

• Processing for the OK button was updated as follows:

• The Save as PDF radio button was removed.

• A new Save File radio button was added.

The following changes were made to the Account Balance Report (Output) topic:

• The introduction of the report was updated to document that the AccountBalance.doc template is the basis for this report output, which mail merge fields are included in the template, and the note below:

• A generated report image was added, which was previously missing from the DFDD.

• The Data Elements section was updated to accurately document the data elements that display on the generated report output.

Reference Utility

(refutil.chm)

The changes documented below were made to the Reference Utility DFDD.

A new Modify EBT Shopping List Reports list item was added to the Reference Utility screen topic.

A new Modify EBT Shopping List Reports screen topic was added.

Vendor

(vendor.chm)

The changes documented below were made to the Vendor DFDD.

The following changes were made to the Aggregated Issuance for EBT Account screen topic:

• The Print Benefits button was removed.

• A new Print Shopping List button was added.

A new Print Shopping List screen topic was added.

A new EBT Benefit Issuance (Output) topic was added.

DFDD

(wicdfdd.chm)

The following note was added to the Customizing Templates section of the SPIRIT WIC Templates topic in the SPIRIT WIC Detailed Functional Design Document (DFDD):

ENH-547 / ENH-548

Appendix

(busrule.chm)

The changes documented below were made to the Appendix DFDD.

The following changes were made to the business rules in Appendix B:

• The EVNT_FLLUP_CMPL_BUY business rule was updated to indicate that the business rule became obsolete with Release 2.28.00.

• The following changes were made to the FI_ENABLE_DELIVERYSYSTEMTYPE_EBT business rule:

• Since the Compliance Buy event and follow-up activity were removed entirely from the Vendor application module, all references to the Compliance Buy event and follow-up activity were removed from the business rule.

• Since the Initiate Compliance Investigation event is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, references to the availability of the Initiate Compliance Investigation event in the Vendor application module were removed from the business rule.

• Since the Finish Compliance Investigation follow-up activity is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, references to the availability of the Finish Compliance Investigation follow-up activity in the Vendor application module were removed from the business rule.

• The following changes were made to the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule:

• Since the Compliance Buy event and follow-up activity were removed entirely from the Vendor application module, all references to the Compliance Buy event and follow-up activity were removed from the business rule.

• Content was added to document that the business rule controls the visibility of the Compliance Participants sub-menu option on the Manage Compliance Buys sub-menu within the Activities menu on the Vendor List screen.

• Content was added to document how the business rule affects the Compliance Buy Returned screen in Check and Electronic Benefit Transfer (EBT) food delivery systems.

The following changes were made to the Messages Matrix in Appendix D:

• A new C0083 standard confirmation message was added, which was previously missing from the DFDD.

• New Variant Text was added to the E0002 standard error message to indicate that a violation must be selected when a benefit number has not been entered.

• A note was added to the E0424 standard error message to indicate that the E0424 standard error message was added for Release 2.28.00 and removed with Release 2.31.00. The E0424 standard error message ID will be repurposed for a future enhancement in a future release.

Vendor

(vendor.chm)

The changes documented below were made to the Vendor DFDD.

Since the Compliance Buy event and follow-up activity were removed entirely from the Vendor application module, all references to the Compliance Buy event and follow-up activity were removed from the following topics in the Vendor DFDD:

• All sub-tab (Event Log screen)

• Events

• Follow-up Activities

Additionally, the Compliance Buy event and follow-up activity were removed from the Table of Contents (TOC) in the Vendor DFDD, and all hypertext links were removed from the references to the Compliance Buy event and follow-up activity for ENH-485 in the 2.28.00 Release Notes.

On the All sub-tab topic (Event Log screen), the Vendor Events tree list was modified to indicate that the Event node for Initiate Compliance Investigation events displays the food delivery system mode (Checks or EBT) that was enabled within the system based on the value of the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule at the time the Initiate Compliance Investigation event was created.

The following changes were made to the Activities menu topic on the Vendor List screen:

• Since the Manage Compliance Buys menu option is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, references to a business rule controlling the visibility of the menu option were removed.

• Content was added to correctly document that the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule controls the visibility of the Compliance Participants sub-menu option on the Manage Compliance Buys sub-menu.

• Since the Compliance Investigators sub-menu option on the Manage Compliance Buys sub-menu is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, references to a business rule controlling the visibility of the sub-menu option were removed.

• Since the Compliance Buy Benefits sub-menu option on the Manage Compliance Buys sub-menu is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, references to a business rule controlling the visibility of the sub-menu option were removed.

Content was added to the top of the Compliance Participants screen topic to indicate that the screen is only available when the value of the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule equals "N".

Since the Initiate Compliance Investigation event is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, content at the top of the Initiate Compliance Investigation screen topic indicating that a business rule controlled the availability of the screen was removed.

Since the Finish Compliance Investigation follow-up activity is now available in both Check and Electronic Benefit Transfer (EBT) food delivery systems, content at the top of the Finish Compliance Investigation screen topic indicating that a business rule controlled the availability of the screen was removed.

A new Find EBT Redemptions screen topic was added.

The following changes were made to the Compliance Buy Returned screen topic:

• New screen clip images were added to present Electronic Benefit Transfer (EBT) modes of the screen.

• A new Lookup button was added, which displays the new Find EBT Redemptions screen when clicked.

• The following controls were updated to document when they are enabled and disabled based on the value of the VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT business rule:

• Benefit Number text box

• Status drop-down list box

• Investigator radio button group

• Used Date calendar control

• Bank Date calendar control

• Redeemed Amount masked edit box

• Shelf Amount masked edit box

• Purchase Amount masked edit box

• Scanner Amount masked edit box

• Food Disposition drop-down list box

• Content for the Finish button was updated to document the E0002 standard error message and the C0083 standard confirmation message.

The following controls were updated in the Interface Initialization section of the EBT Household Demographics screen topic to document that the controls default to the address and telephone currently recorded on the Agency/Clinic screen in the Reference Utility application module for the State Office Agency in the database (from the STATEBUSINESSRULES table where CATEGORYID = STATEOFFICEAGENCYID).

• Telephone text and value label

• Address text and value label

• City text and value label

• State text and value label

• ZIP text and value label

ENH-550

Appendix

(busrule.chm)

The changes documented below were made to the Appendix DFDD.

A new EBTMaxCards business rule was added to Appendix B.

The following changes were made to the Messages Matrix in Appendix D:

• New Variant Text was added to the I0076 standard information message to indicate that a secondary cardholder must be at least five (5) years of age, and the Message Trigger was rewritten to accommodate a new Set as Secondary button on the following screens:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

• New Variant Text was added to the E0393 standard information message to accommodate the following scenarios:

• During PAN validation on the Participant List screen and a connection to the EBT Processor cannot be established.

• When loading the EBT Household Demographics and a connection to the EBT Processor cannot be established.

• When loading the Participant Folder screen and a connection to the EBT Processor cannot be established.

• New Variant Text was added to the I0014 standard information message to document when changes are made on the Demographics screen and the changes must be sent to the EBT Processor system.

• A new I0088 standard information message was added.

Central Administrative Site

(centadmn.chm)

The changes documented below were made to the Central Administrative Site DFDD.

The PAN # text box on the Participant List screen was updated to indicate that if a connection to the EBT Processor cannot be established to validate the PAN # entered, a standard error message (E0393) displays when the screen is processed.

Content was added below the first paragraph on the Participant Folder screen topic to document that a standard error message (E0393) displays if an attempt to establish a connection to the EBT Processor system occurs when the screen first displays and the attempt is unsuccessful.

The following updates were made to the AdditionalInfo2 screen topic in the Central Administrative Site DFDD:

• The screen clip image was updated.

• A new EBT Household Demographics button was added to the Authorized Representative group box.

Clinic

(clinic.chm)

The changes documented below were made to the Clinic DFDD.

The PAN # text box on the Participant List screen was updated to indicate that if a connection to the EBT Processor cannot be established to validate the PAN # entered, a standard error message (E0393) displays when the screen is processed.

The Processing section on the Demographics screen topic was updated to document that a standard information message (I0014) displays if changes are made that must be sent to the EBT Processor system and a connection to the EBT Processor cannot be established.

Content was added below the first paragraph on the Participant Folder screen topic to document that a standard error message (E0393) displays if an attempt to establish a connection to the EBT Processor system occurs when the screen first displays and the attempt is unsuccessful.

The Processing section on the AdditionalInfo1 sub-tab topic was updated to document that a standard information message (I0014) displays if changes are made that must be sent to the EBT Processor system and a connection to the EBT Processor cannot be established.

The following changes were made to the AdditionalInfo2 screen topic:

• The screen clip images were updated.

• A new EBT Household Demographics button was added to the Authorized Representative group box.

• The following controls were updated to document when they are enabled based on whether the Electronic Benefit Transfer (EBT) food delivery system is enabled for the current clinic:

• Authorized Representative group box

• Last Name text box

• First Name text box

• MI text box

• Relationship drop-down list box

• Marital Status drop-down list box

• Education Level drop-down list box

• Register to Vote drop-down list box

• Alternate Representative/Proxy 1 group box

• Alternate Representative/Proxy 2 group box

• The Processing section was updated to document that a standard information message (I0014) displays if changes are made that must be sent to the EBT Processor system and a connection to the EBT Processor cannot be established.

The following changes were made to the EBT Household Demographics screen topic:

• The screen clip image was updated.

• Content was added below the first paragraph to document that a standard error message (E0393) displays if an attempt to establish a connection to the EBT Processor system occurs when the screen first displays and the attempt is unsuccessful.

• The edits for the Assign Card button were updated to accommodate the new EBTMaxCards business rule.

• A new Set as Secondary button was added.

• The edits for the Set as Primary button were updated to accommodate the new Set as Secondary button.

• The EBT Household Members data grid was renamed as: "EBT Household Representatives".

• A new Authorized Representative group box was added. The group box consists of the following control(s):

• Last Name text box

• First Name text box

• MI text box

• Date of Birth calendar control

• Relationship drop-down list box

• Marital Status drop-down list box

• Education Level drop-down list box

• A new Alternate Representative/Proxy 1 group box was added. The group box consists of the following control(s):

• Last Name text box

• First Name text box

• MI text box

• Date of Birth calendar control

• Relationship drop-down list box

• A new Alternate Representative/Proxy 2 group box was added. The group box consists of the following control(s):

• Last Name text box

• First Name text box

• MI text box

• Date of Birth calendar control

• Relationship drop-down list box

• Documentation detailing the text that displays in the State WIC ID column for authorized representatives, alternate representatives, and proxies was updated as follows in the EBT Household Representatives data grid:

• "Authorized Rep" was changed to "Authorized Representative".

• "Alt Rep/Proxy 1" was changed to "Alternate Representative/Proxy 1".

• "Alt Rep/Proxy 2" was changed to "Alternate Representative/Proxy 2".

• A new Card Holder column was added to the EBT Household Representatives data grid.

• A new Add Auth Rep button was added.

• A new Add Alt Rep/Proxy button was added.

• A new Check for Authorized Representative Assignment process was added to the processing section for the Send EBT Data button.

• The Data Map section was updated to reflect the changes above.

The following changes were made to the Void/Replace Benefits for EBT Account screen topic:

• The screen clip image was updated.

• The State WIC ID column in the State WIC ID data grid was updated to display the following text for authorized representatives, alternate authorized representatives, and proxies that are recorded for the household but do not display State WIC IDs within the column:

• "Authorized Rep" was changed to "Authorized Representative".

• "Alt Rep/Proxy 1" was changed to "Alternate Representative/Proxy 1".

• "Alt Rep/Proxy 2" was changed to "Alternate Representative/Proxy 2".

State Office

(stateofc.chm)

The changes documented below were made to the State Office DFDD.

The PAN # text box on the Participant List screen was updated to indicate that if a connection to the EBT Processor cannot be established to validate the PAN # entered, a standard error message (E0393) displays when the screen is processed.

Content was added below the first paragraph on the Participant Folder screen topic to document that a standard error message (E0393) displays if an attempt to establish a connection to the EBT Processor system occurs when the screen first displays and the attempt is unsuccessful.

The following updates were made to the AdditionalInfo2 screen topic in the State Office DFDD:

• The screen clip image was updated.

• A new EBT Household Demographics button was added to the Authorized Representative group box.

Vendor

(vendor.chm)

The changes documented below were made to the Vendor DFDD.

The following changes were made to the EBT Household Demographics screen topic:

• The screen clip image was updated.

• Content was added below the first paragraph to document that a standard error message (E0393) displays if an attempt to establish a connection to the EBT Processor system occurs when the screen first displays and the attempt is unsuccessful.

• The edits for the Assign Card button were updated to accommodate the new EBTMaxCards business rule.

• A new Set as Secondary button was added.

• The edits for the Set as Primary button were updated to accommodate the new Set as Secondary button.

• The EBT Household Members data grid was renamed as: "EBT Household Representatives".

• A new Authorized Representative group box was added. The group box consists of the following control(s):

• Last Name text box

• First Name text box

• MI text box

• Date of Birth calendar control

• Relationship drop-down list box

• Marital Status drop-down list box

• Education Level drop-down list box

• A new Alternate Representative/Proxy 1 group box was added. The group box consists of the following control(s):

• Last Name text box

• First Name text box

• MI text box

• Date of Birth calendar control

• Relationship drop-down list box

• A new Alternate Representative/Proxy 2 group box was added. The group box consists of the following control(s):

• Last Name text box

• First Name text box

• MI text box

• Date of Birth calendar control

• Relationship drop-down list box

• Documentation detailing the text that displays in the State WIC ID column for authorized representatives, alternate representatives, and proxies was updated as follows in the EBT Household Representatives data grid:

• "Authorized Rep" was changed to "Authorized Representative".

• "Alt Rep/Proxy 1" was changed to "Alternate Representative/Proxy 1".

• "Alt Rep/Proxy 2" was changed to "Alternate Representative/Proxy 2".

• A new Card Holder column was added to the EBT Household Representatives data grid.

• A new Add Auth Rep button was added.

• A new Add Alt Rep/Proxy button was added.

• A new Check for Authorized Representative Assignment process was added to the processing section for the Send EBT Data button.

• The Data Map section was updated to reflect the changes above.

CDP-286 / TMP-283

Appendix

(apndxe.chm)

WIC EBT Middleware (WEM) documentation in Appendix F was updated with this release of the DFDD for WIC EBT Middleware (WEM) Build Version: 2.3.1.0.

DFDD

(wicdfdd.chm)

For this release, the title bar of the Detailed Functional Design Document (DFDD) was updated to reflect build version "2.31.00". Additionally, the footer was also updated to reflect software version "2.31.00".