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Greetings CAA™ Clients:
All of us at The Weiland Financial Group, Inc., wish you a happy and prosperous New Year! We have exciting news for all CAA clients:
CAA™ Release 3.03 News: ..................
New Statement Design Templates
Release 3.03 of the Weiland Financial Group’s CAA System supports statement design in a graphical format. Users can now
design customer statements utilizing Microsoft© Word document templates and editing features. Templates can then be used to generate
standardized customer statements. This update allows a user to be as creative as they like by taking advantage of the flexible
formatting options available in MS Word, which include font selection, custom graphics, (e.g., company logo), borders, shading and color.
A sample statement header:
Using MS Word, a paragraph border can be drawn around sections of the statement data such as shown below:
Another great feature for section formatting is green bar style formatting. The following example shows
the effect of applying this style attribute to the statement service detail portion of the statement (shade
color is user-defined):
Release 3.04 News
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WFG is putting the finishing touches on CAA version 3.04, scheduled for release 4-01-2007. This new release
has many system improvements, which include the handling of Service Price Exception records. CAA has been modified to separate the
functionality of recurring fees from price exceptions. With the updated system, special pricing (and effective dates) can be
established apart from the fact that a service represents a recurring service charge.
The most significant change one will notice in version 3.04 of CAA is the Statement Re-Analysis feature. The system will now allow
statements to be changed, recalculated, and re-printed for analysis periods that have already been closed. Business rule limitations
dictate what changes can be made, but the most common needs for change are covered: incorrect volumes, service exception
pricing not established in time, inaccurate earnings rate for account, etc. When changes must be made, the brand-new Statement Re-Analysis
feature will provide the user with a tool to revise and reissue customer statements.
Release 2.X News
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For CAA clients
using release 2.X and older, WFG has now made it possible to install the 3.X system parallel to the 2.X system.This feature will
facilitate the testing and implementation of the new 3.X release. Converting from 2.X to 3.X is a major
upgrade for CAA, and as such, a conversion program has been developed to convert existing customer databases to
the 3.X version of CAA.
For upgrade fees and conversion scheduling, please email Don Enright, or call 847.735.0577 for more information.
Vision Conference
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CAA Users will gather for the 2007 Vision Conference on Chicago's Magnificent Mile September 20-21. We are currently working out the details and topics, but Thursday's event will be a terrific dinner at the House of
Blues! Stay tuned for more information...
Daylight Savings
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WFG's Customer Support has fielded several calls regarding the changes to
Daylight Saving Time (DST). Callers are concerned about how our systems will respond. Weiland systems will be affected by
the DST time change as our software is not dependent upon a time-stamp, but operates on a monthly basis. CAA calculates what day
it is, and proceeds as such. IT specialists will have concerns, however. More information can be found at Information Week's website.
If you know someone else in your company
that should also be receiving these newsletters, let us know at: info@weiland-wfg.com.
www.weiland-wfg.com
© Copyright 2007 The Weiland Financial Group, Inc. All rights reserved.
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