Handoff

Support will have the following provided in an internal support ticket

  1. Date of change, target time (w/ time zone)
  2. New rate (if not standard)
  3. If prior contract includes rate cards for non CC payment types or for specific CC card rails, note if those need to be retained or if they should be removed as part of the update
  4. Client contact name and email

Step 1: Update the rate card in Prod using the Fixed Fee Settlement Update collection in Postman

  1. Run "Get the rate cards" call and keep it open
    • this shows all rate cards for an env, with the rate card ID
    • there is 1 rate card per sales channel
    • If you see rate cards for payment types other than CreditCard, confirm they are listed in the ticket and if they should be retained or removed
  2. Open each rate card update call in a separate tab in Postman. Using the response payload from step 1, edit the body of the appropriate call and enter the rate card IDs for each SalesChannel and update the date in each, BUT DON'T SEND YET
    • If the client has standard rate, no other changes are needed. 
    • Any non-standard rate terms will be defined in the FD ticket, and will need to be entered in each call
  3. After all calls have been updated, Send each call starting with Online, timed as close to each other as possible
    • Timing will be manually looking at a clock that shows seconds and noting the time, as postman doesn't show the time of the call
  4. Optional: if any rate rates need to be deleted, enter the ID in the call URL and send, repeating as necessary
  5. Repeat step one and review the response to ensure the updated terms are in place
  6. Close all the calls without saving


Qs:
Process for creating the FD ticket, and standard body contents needs to be defined - Jesse/Kathleen

How do we define the hour/minute we are targeting to make this change? Once we make the calls, where does this get logged for future reference?


Step 2: Create the new ACME Settlement reports in Prod

  1. Load internal Finance report using the ” Z: ACME Daily Settlement Report w/ Fixed Fees” postman call in the ACME Report Seeder - Settlement (WP) collection
    • Note the ID from this response for step 3
  2. Load client facing reports by running the "ACME Report Seeder - Finance" collection


Step 3: Create jira ticket for the settlement report update

  1. Create a support subtask
    • Subject: Update nightly settlement email for Prod Client Name [###]
    • Description:
      Client name ( ###) now has percent + fixed fee, effective DATE.
      TODO:
      • update the nightly settlement email to add report ID: [ID from step 2] (in addition to the current one for ### - finance wants both!)
  2. Assign to Abraham, make Michele the owner


Step 4: Update the internal FD and notify client contact

Support? kathleen? michael?

  1. Link subtask to the FD ticket, make a private note with the time the initial call was made, including timezone.
  2. Send a new email through FD to the client contact provided saying that the rate card is updated at x time, using the canned response
  3. Copy the link of the internal FD ticket as a private note in the client facing ticket, and the link to public facing ticket in a private note on the internal ticket for reference.