Oracle Public Sector Revenue Management Self Service Release Notes

Release 1.1.0.0

E53307-01

June 2014

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Preface

This Oracle Public Sector Revenue Management Self Service Release Notes document provides an overview of the content and known issues in Oracle Public Sector Revenue Management Self Service (PSRMSS) Release 1.1.0.0.0

Documentation and Related Resources

The documentation that accompanies this product is subject to revision and updating.

This document, the PSRMSS Installation Guide, PSRMSS Quick Install Guide, PSRMSS Implementation Guide, PSRMSS-PSRM Integration Guide, as well as any updates to these or supplementary documents and support materials, are available in library form in the Public Sector Revenue Management section (http://www.oracle.com/technetwork/documentation/taxmgmt-154608.html) of the Oracle Technology Network website.

Oracle Support

Oracle customers also have access to electronic support through My Oracle Support. Sign-in is required.

Release Notes

- About This Release

- Support and Certification Notices

- Known Issues: Self-Service Application

- Known Issues: PSRMSS-PSRM Integration

About This Release

Oracle Public Sector Revenue Management Self Service (PSRMSS) is a pre-built solution which provides public sector authorities who manage revenue with a single citizen portal that can integrate across multiple tax types and tax processing systems. It enables public sector authorities to quickly provide more taxpayer services online, such as the ability to make payments, contact the tax agency with questions and requests or receive self-guided automated assistance with policies and tax law. The solution also integrates with leading credit card payment processors for tax payments (e.g, Official Payments Corporation) to ease the electronic payment process.

PSRMSS release 1.1 offers a new set of services for registered users as well as expansion of services for casual users, including enhanced registration processes that provide users access to detailed information about their tax accounts. Other new functionality and enhancements include:

User Registration and Enrollment

- Support for user registration and registration services (such as user and password management), using Oracle Identity Management.

- Support for user enrollment to get gain access to tax accounts in the revenue management system:

- Support for configurable enrollment flows.

- Allow access to multiple tax accounts from a single user login.

- Support for configurable display of tax account summary in the self service portal.

Online Form Submission

- Support of form type definitions that describe the structure, validation rules, and processing options of tax or registration forms in the portal application.

- Support for form definitions import from the back-end system.

- Full online form processing capabilities including:

- Form data validation using regular expressions and OPA rules.

- Synchronous or Asynchronous form submission.

- Form Print (via integration with Oracle BI Publisher).

- Payment processing following a successful form submission.

- Upload supporting documents (via integration with Oracle Universal Content Manager).

Taxpayer and Account Information

- Display Taxpayer information.

- Support for changing contact and correspondence taxpayer information.

- Display Tax Account financial information.

- Display configurable taxpayer and system alerts.

- Display form filing history.

- Display payment history.

Interactive Tax Assistant (enhancements)

- Support interviews in multiple languages.

On-line payments (enhancements)

- Integration of payment process into the form filing process.

- Retrieval of payment due information for enrolled users.

Service Request (enhancements)

- New request types:

- Generic request for back-end system processing.

- Email payment reminder request.

- Enrollment request for Individual and Business users.

- Support for skipping identification step for enrolled users.

Support and Certification Notices

Refer to the Oracle Public Sector Revenue Management Self Service Quick Install Guide for information about required products and certification information.

Known Issues: Self-Service Application

This section describes known issues in Oracle Public Sector Revenue Management Self Service Release 1.1.0.0.0. Patches for these issues will be released at a later date.

Web Browser Support

- Internet Explorer Compatibility Mode.: When using Microsoft Internet Explorer, the browser settings must be changed to view the list of available Tax Assistant modules. To make the change: In Internet Explorer, choose Tools > Compatibility View Settings , uncheck the checkboxes in the Compatibility View dialog, then click OK.

Service Requests

- Currency symbol display on service requests. The currency symbol is not displayed on fields defined as currency data type for service requests. [Bug Number 14546645]

- Identification request links to subsequent request. Requests that require identification as a first step (e.g., Service Request or Payment for casual users) don't currently have a data link between the identification and the actual request. Administrator users will need to cross reference the user ID and time in order to identify the identification request that was executed before the actual request. [Bug Number 14781464]

Form Submission and Documents Upload

- Font color for labels of boolean data type lines is different than labels of other lines. The font color for boolean data type line labels is blue while it is brown for other line labels. [Bug Number 18910363]

- Differences in display of large number and currency fields between the portal application and PSRM. When representing a very large number or currency amount (15 digit numbers) in a form in PSRM and the same form that was imported to the portal application, the number or currency is interpreted differently, precision wise. [Bug Number 18302127]

- Uploading support documents after form submission can only be done in Synchronous mode. When a form that supports documents upload is defined for Asynchronous processing, the upload documents action from the form submission confirmation page, fails with an error message. [Bug Number 18882946]

- Form line values not always aligned in form review mode (before submission). When the form is in display only mode (form review before submission) in some cases, the form line values are not aligned. [Bug Number 18319619]

- No error is shown when document uploaded is too large. When uploading a document (or an image) that is more than 5MB, the upload fails and a warning message is visible when the mouse is hovering over the Browse button. No error message is currently displayed when pressing the Upload button. [Bug Number 18954433]

Form Definition and Layout Designer

- Form type code longer than 50 characters cannot be saved. When creating a new form type, using a long form type code of 50 characters or more will cause a system failure when trying to save the form. Users should use shorter codes. [Bug Number 18869056]

- Form layout tree is refreshed automatically after save. When adding elements to the form or changing the display sequence of existing elements, the layout tree is not automatically refreshed after save. Users have to collapse the tree and expand it again in order to see the elements according to their new display sequence. [Bug Number 18471857]

- Delete section action forces form layout save and form layout designer closure. When deleting a section in the form layout designer the form layout is saved and users are taken back to the form definition page. [Bug Number 18764722]

- Form lines remain selected when returning from preview mode. When returning from a preview mode in the form layout designer the line visual selection indication (row highlighted in the layout tree) is not cleared. This may cause a row in the form layout tree to appear as if selected by the user when in fact no row is actually selected. [Bug Number 18727981]

Configuration and Settings

- Access Type search query does not accept wildcards. When searching for access type definitions, users have to use exact access type codes or leave the access type blank to get all the existing records. [Bug Number 18900165]

- Data type search filter only works in conjunction with the template field search filter. When searching for data type definitions, the data type search filter only works if the template field filter is used as well. Otherwise no records will be displayed. [Bug Number 18597719]

Other Issues

- Page not found error after session timeout (admin pages) Depending on the specific web server settings in the implementation, if a system timeout occurs while a user is using the admin pages, the system will not automatically navigate back to the login page. Instead, a "page not found" error is displayed and the user must manually navigate to the login page. [Bug Number 14595946, Oracle WebCenter Bug Number 13421349]

Known Issues: PSRMSS-PSRM Integration

The following are known issues in PSRMSS-PSRM Integration, which is included in Oracle Public Sector Revenue Management Release 2.3.1, Service Pack 2. Patches for these issues will be released at a later date.

Note: These issues are relevant only if Oracle Public Sector Revenue Management is used as the revenue management system connected to the PSRMSS application.

Form Definition Export

- When exporting form definition to the portal application the display sequence of tables and columns is missing. When exporting form definition and importing it into the portal application, the display sequence of form tables and columns is not provided and therefore is missing on the form definition that is created in the portal application. [Bug Number 18941459]

Table of Contents

Cover Page

Copyright © 2012, 2014 Oracle Corporation

Preface

Release Notes

About This Release

Support and Certification Notices

Known Issues: Self-Service Application

Known Issues: Public Sector Revenue Management – Self Service Integration