Dynamics Payroll Inspector Release Notes - …greenshades.com/pub/downloads/Archived Release Notes PDFs/DPI... · date/timestamp in the GS_IndianaHomeAddressHistory table. • In

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Dynamics Payroll Inspector (DPI) Release Notes Release Notes for 08/27/2018

Compliance – Leave

• A new sick leave ordinance has been added to DPI to track sick leave for Seattle,

Washington employees and recommend changes to employee sick time-off.

Release Notes for 06/25/2018

Compliance – Tax

• For Oregon, as of July 1, 2018, the Oregon Transit Tax impacts wages of Oregon

residents (regardless of where the work is performed) and wages of nonresidents who

perform services in Oregon.


Compliance – Leave

• For New Jersey, as of October 29, 2018, each employer shall provide earned sick leave

to each employee for every 30 hours worked the employee shall accrue one hour of

paid earned sick leave.

• For Austin City, Texas, as of October 1, 2018, an employer with more than 5 employees

must grant each employee one hour of earned sick time for every 30 hours worked at

commencement of employment. Earned sick leave will care over to the next calendar

year. The maximum amount of sick time hours allotted to an employee during the

course of the year are as follows:

o Small employer: 48 hours

o Medium/Large employer: 64 hours

• For New York City, as of June 4, 2018, their paid sick/safe leave has been amended.

• For Maryland, as of February 11, 2018, employers who have 15 or more employees are

required to provide paid earned safe and sick leave. Employers with fewer than 15

employees are required to provide unpaid earned safe and sick leave.

Dynamics Payroll Inspector (DPI) Release Notes

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ACA Employee Coverage Tracker

• Screen modified to pull the employee auto-offers correctly in all locations of DPI when a

plan offering cost has been changed mid-year.

Sick Leave Tracker

• Multiple rules can be added to a single work location, but only one location is

functionally supported.


Indiana Local Taxes

• Support has been added for new laws regarding Indiana local taxes. The logic around

the new laws is based on the employee's address as January first of the current year.

• Since there is not a concept of address history in GP, DPI will now log each time there

is an address charge regarding an Indiana address. All employees who have a record of

an Indiana address for the current year will be evaluated against the Indiana compliance

logic.

• Logs for Indiana addresses will record the employee ID, home address, and

date/timestamp in the GS_IndianaHomeAddressHistory table.

• In instances when the history has not been established, such as with new DPI

implementations or new employees, an alternate employee address can be provided

using the Employee Address Override.

Employee Address Override

• GP currently supports a single address per employee which is often used to store the

employee's mailing address. However, when it comes to identifying local taxes, an

alternate address is sometimes required, such as when the employee's mailing address

is a P.O. Box.

• DPI now accepts an alternate address through a new feature called Employee Address

Override. This feature is accessible from DPI --> Settings --> Tax Code Identification -->

Employee Address Override.


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• The Employee Address Override screen provides a list of employee addresses that

have been captured from GP. If the override checkbox is selected, the row will expand

to display fields where an alternate address can be supplied.

• The alternate address is only used Geocoding purposes in DPI, and only when the

Override checkbox is selected. The alternate address data will not be pushed back to

GP.


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ACA Health Insurance Coverage Tracker

• The tracker will now evaluate the coverage affordability using the affordability threshold

and poverty line associated with the plan year, instead of the calendar year. The plan

year will be determined using the plan start date.

• A new Excel exported report, Employee-Dependent Coverage Report, has been added.

The report provides ACA coverage information, by month, for employees and

dependents.

Payroll Inspector Audit Log

• When the ACA Full Time Status tracker Company Settings is configured to store each

employee’s Full-Time Determination in GP, there will be an entry in the Audit Log each

time new information is sent to GP.

Employee Tax Code Validation

• The following State Reciprocity Agreements have been added: Illinois and Iowa, Illinois

and Wisconsin, and Kentucky and Illinois.

• Error messages have been updated to convey more meaningful information to users.

• All error messages will now include Batch ID and Work Record ID, making it easier to

reference specific problem records.

Employee Address Tracker

• Employee ID has been added to the Employee Address Validation Results screen.

Work Locations

• Resolved a bug where manually edited work locations were being included in the issue

count. The issue count listed in the right-side panel of the application will now match the

issue count shown on the Geocoder screen.

• A dropdown list has been added so users can choose to view: All Locations, Locations

with Issues, or Manually Updated Locations.


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Release Notes

• Any significant updates to this product are now available in the form of release notes.


ACA 2017 Compliance Updates

• Updated the logic used for determining affordability to use the 2017 Federal Poverty

Line as part of the Safe Harbor calculation.

o The 2017 Federal Poverty Line is $12,060.00.

o The employee only coverage level employee cost must not be more that 9.69%

of the Federal Poverty Line per month.

• Replaced 2016 references with 2017 references within explanation modals.

Employee Tax Code Validation Settings

• Updated link for Form 42A809 associated with Kentucky Certificate of Residence to:

https://revenue.ky.gov/Forms/42A809.pdf

Address Verification widget

• Updated the Country Code link within the Address Verification results to:

https://www.irs.gov/e-file-providers/foreign-country-code-listing-for-modernized-e-file

Geocoder

• When an employee works in PA but lives in another state, that does not have reciprocity

to PA, then tax is applied to them as non-PA resident.

• When an employee works in PA but lives in another state, that does have reciprocity to

PA, then the Geocoder will only apply the state tax.

Clearing Cache across Multiple Databases

• Users can now clear cache from multiple databases at once, eliminating the need to

switch between databases.

https://revenue.ky.gov/Forms/42A809.pdf

https://www.irs.gov/e-file-providers/foreign-country-code-listing-for-modernized-e-file


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Employee Locals Report

• Updated the ‘In Current Payrun’ column heading to provide a clearer understanding of

the data contained within the report, updating that column to ‘Code Used in Current

Payrun’.

Geocoder

• When an error can be remedied by the user, DPI will display contextual, more useful

public error messaging.


Employees’ Sick Leave widget

• New eligibility rules were added to support the requirements of the new AZ Paid Sick

Leave law.

Full-Time Status Report

• Added ‘Division’ and ‘Inactive’ fields as new columns to the ACA Full-Time Status

Results report.

• If CurrentFullTimeStatusValue is not FullTime then ‘CoverageMustBeOfferedBy’ will

display as null/blank.

• Full-Time Status column values:

o If ‘Unknown’ due to the employee being a new hire and display as Unknown -

New Hire.

o Otherwise, other situations maintain a status of just ‘Unknown’

ACA Coverage Report

• Added ‘EmployeeClass’, ‘Division’, ‘Department’, ‘Hire Date’, ‘Adjusted Hire Date’, ‘Last

Day Worked’, and ‘Inactive Date’ to the Coverage Verification Results report.

• Full-Time Status column values:

o If ‘Unknown’ due to the employee being a new hire and display as Unknown -

New Hire.

o Otherwise, other situations maintain a status of just ‘Unknown’



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Work Locations

• Added pagination to the results grid

• Added an “All” checkbox to select/deselect all results

• Added a checkbox to filter results to only display locations with issues

• Added a search box to filter the results based on text input


SSNV and Address Verification widgets

• Added a search box to the Employee Address Resolution screen

• Added a search box to the SSNV results grid

• Added a filter drop down list to the SSNV results grid

Work Location Jurisdictions

• Added a delete option (X button) that allows the user to remove a state, city, or local

level code.

Tax Mapping

• A bug was corrected that was affecting the sorting of the grid

Tax Code Identification

• The Tax Identification setting on the main navigation screen is now hidden when the

client does not have the ‘Tax Rates’ widget package.


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2016 ACA Widgets Redesign Guide


ACA Coverage widget

• Added support and logic determination for new 1095-C Line 14 codes 1J and 1K.

o New setting added within the Plan Group Setup (step 2) to indicate a spousal offer of

coverage as conditional.

▪ This new setting will only display if a selected plan within the plan group is set

as a coverage level including a spouse (Employee + Spouse and Employee +

Family).

▪ Additional IRS documentation accessible for further explanation on new

codes 1J and 1K by clicking “Conditional Offer of Spousal Coverage”.

o If applicable, the new code 1J or 1K is now supported to display within the

employee’s 1095-C Part II section of their coverage details and will be populated on

an employee’s 1095-C form once imported to the Year-End Forms portal.

http://greenshades.com/pub/downloads/Dynamics%20Payroll%20Inspector%20ACA%20Widgets%20Redesign%20Guide.pdf


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• Added a setting for those using Dynamics GP 2013 or higher to choose to pull

dependent coverage information as set up through the Health Ins. Coverage indicator

on the Dependents Card rather than the defaulted Advanced HR module.\

o Any previous edits made to Dependents/Covered Individuals will be

maintained if this setting is changed.

• Within the Edit Covered Individual screen, there is now a Refresh from GP button in the

upper right-hand corner of the enrolled Coverage Dates section. Refreshing this

Covered Individual’s coverage information from GP will remove any manual edits that

have been made and revert back to pulling coverage information from the selected GP

source.


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System Tray Access/Menu

• Aggregate ALE Group members now have an option to upload data for all members

included in the Aggregated ALE Group and their employees for troubleshooting

purposes.

o Note: This is typically used as a support tool when working with a Greenshades

support representative.


ACA Full-Time Status and Coverage widgets

• The Affordable Care Act modules have been redesigned to enhance compliance and

improve the user experience. Based on valuable user feedback, the settings and results

workflows have been streamlined, restructured to present key information that users are

looking for, controlling data inputs for 1095-C report generation, and exporting

customized reports.

• As an overall enhancement across the product, helpful links providing additional IRS

documentation, reference, or scenarios have been included. Wherever the user runs

across verbiage in blue or a question mark icon, click for more details pertaining to the

item and/or an IRS documentation link for additional information.

• Please download and review the guide below to familiarize yourself with the changes.


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ACA Widgets Redesign Guide

Geocoder/Tax Code widget

• Added setting to designate which tax codes you would like the Geocoder to recommend

suggestions for.

http://greenshades.com/pub/downloads/Dynamics%20Payroll%20Inspector%20ACA%20Widgets%20Redesign%20Guide.pdf


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ACA Full-Time Status Settings:

• Added column structure to the pay codes selection grid for Pay Code, Description, and

Pay Type. There is now also filtering and check/uncheck all functionality.

• Added a setting to indicate if your company supports mileage- or piecework-based

employees through paycodes in GP. Checking/Enabling this setting will display two

additional columns in the paycodes selection grid. The admin will then be able to select

which paycodes in GP are piecework and enter the pieces per hour conversion to be


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used in calculating hours for an employee with this pay code.

ACA Coverage widget

• Added a new “Company Settings” section to the settings page, which include two new

settings:

1. Ability to set a number of days that your company offers coverage after hire

before it is required by ACA at the end of an employee’s Limited Non-

Assessment period. By default, Payroll Inspector considers a new employee’s

first full 3 months of employment as their Limited Non-Assessment period, which

indicates as a 2D on Line 16 of their 1095-C; however, if you offer coverage

before that 90-day requirement enter within this setting to override code 2D with

the applicable coverage code for those months. Includes a link out explanation

window for Limited Non-Assessment Period for further details.


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2. Ability to set the date that is used to determine when an employee’s Coverage

End Date should be.

o By default, Payroll Inspector uses the Last Day Worked field from GP;

however, we have expanded the options to include Inactive/Terminated Date

from GP or extend to the last day of the month following Inactive/Termination

date.

o This will help to more accurately determine Line 16 codes for your employees’

1095-C forms.


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• Within results, Line 14 and 16 are now links that link out to explanation windows with a

breakdown of what each code means.


Main DPI Display Navigation

• Admins will now can cancel inspecting per widget while it is in the process of running.

When a widget is in a “Run” state, a new “Stop” button will display within the widget in

the upper right-hand corner where the play, reports, and settings icons usually display.

Cancelling inspecting will return the widget to previous results, if available. If an admin

chooses to switch companies while a widget is currently inspecting, either through the

Company DDL on the main display or through the Application -> Change Connection, a

confirmation screen will display and if the admin continues with the switch, the widget


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will cancel inspecting and return to previous results, if available.

System Tray Access/Menu

• Added the ability for an admin to “Check for Updates” and apply manually, if found. The date and time

of the last update will always be displayed in the upper left-hand corner of the window. If updates are

found and the admin choose to Launch Updater to apply those updates, DPI will automatically restart

once the updates have been successfully applied. If there are no updates found, Payroll Inspector is up-

to-date with all releases and the admin may reference this Changelist for the latest released product

updates.

Geocoder

• Added the ability for an admin to have granular control over updating single

results/suggestions per employee.


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Work Locations

• There is now an option within Work Locations/Geocoding setup for "No Jurisdiction"

value. This will allow users to select a blank field when they do not agree with the

geocoder recommendation or believe there not to be a jurisdiction for the given code.


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ACA Coverage Settings:

• Admins may now set up and manage monthly historical costs for the Employee Only cost that may change or require adjustments over time or with each benefit/plan period. This Monthly Employee Only cost, which is associated to other coverage level plans within this same Code Mapping setup, is used when calculating affordability for each employee. Each Employee Only level plan will now have a “Manage” button to access the setup for the historical costs for that particular deduction code. Click here for a more thorough walkthrough for this new setting and its intended functionality.

http://www.greenshades.com/pub/downloads/Historic%20Employee%20Only%20Costs%20Setup%20Guide.htm

http://www.greenshades.com/pub/downloads/Historic%20Employee%20Only%20Costs%20Setup%20Guide.htm


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Address Verification Settings

• Added a setting to the Address Verification widget to allow users to ignore ZIP+4 results

as a warning if they only submit a 5-digit ZIP code.


• Added support for the new Minimum PTO/Sick Leave laws that have gone into effect

since 7/1/15.

• Newly Supported Minimum PTO/Sick Leave Laws:

o California: Emeryville, CA Los Angeles, CA – Effective 7/1/16 Santa Monica, CA

o New Jersey: Elizabeth, NJ New Brunswick, NJ

o Oregon: State Law


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o Maryland: Montgomery County, MD

o Washington: SeaTac, WA – This law is ONLY for employers in the Transportation and Hospitality industries in SeaTac. Tacoma, WA


Main DPI Display Navigation

• Admins may now switch between companies/databases from the main DPI navigation

screen. The current connected company will be displayed in the upper right-hand corner

and by clicking the down-arrow, may access the other companies contained within the

same server. An admin must have permissions in order to access a particular company

and will be prompted to enter credentials if the current are not a match.

ACA Full-Time Status widget

• Added a setting to classify a company as an Educational Institutional. If “Yes” is

selected, the tracker will follow the 26-week break-in-service rule, which will recognize

the longer break-in-service for those employees and not classify them as a new hire

following summer breaks.


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ACA Coverage widget

• Updated the 2016 Federal Poverty Line thresholds for the Federal Poverty Line Safe

Harbor setup for the 2016 calendar year within the Affordability setup.

2016 Federal Poverty Line = $11,880

% threshold must be no more than 9.66% of the Federal Poverty Line per month

($95.63) to be considered affordable when claiming the Federal Poverty Line Safe

Harbor.


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ACA Coverage widget

• Added a setting to indicate whether you support 48 weekly/24 biweekly or 52 weekly/26 biweekly deductions per year.

• Split out Historical Coverages from Current Coverages on the individual employee

coverage breakdown screen. Historical Coverages will now display below the Current

Coverage section within the same scroll window.

Proxy Setup

• Added the ability to setup a Proxy if DPI is unable to launch. This functionality will

validate the proxy info before saving it. This new setup is a link within the change

connection window.


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Data Upload

• When working with a Greenshades support technician, you may be asked to provide a

data upload to assist in resolving an issue. We have added the ability to only upload the

necessary employee data, if all information is not needed.


All DPI widgets Advanced Settings

• Added select/deselect all functionality and search within the Inspection Filters advanced

setting.

DPI Settings Application

• Added the date of the Last Automatic Update within the About section of the Application

settings page. This will reflect the last automatic update that was released for the

product due to new development, feature enhancements, or bug fixes.

• A new link is now available for users to “View DPI Changelist”, which will include all

major release information and updates to the product.


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ACA Coverage widget

• Added a new setting to allow users to choose which year to display results for, either

current year or previous year. This will be particularly useful when users will be working

with previous year data for year-end submission in a new year.

• Added a checkbox to indicate a plan as Self-Insured to the Code Mapping section.

o Employee Only coverage levels indicated as self-insured will mark corresponding

Employee+ plans as self-insured as well.

o If a plan is indicated as self-insured:

▪ Any non-full-time employees who have been offered and enrolled in the

self-insured coverage will be included in the results through a new filtering

option.

▪ Part III for Covered Individuals is required on the employees’ 1095-C form,

therefore all dependents associated to the employee will be imported to

YEF for reporting purposes.

• The code that will be reported on Line 14 and Line 16, based on calculations within DPI,

will now be displayed within the Monthly Breakdown grid of the results page for each

employee.

o Line 14: 1A-1I

o Line 16: 2A-2I, if applicable


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• Added support to determine coverage based on Benefits codes when no Deduction

Codes exist, particularly in $0 employee contribution situations.

o A requirement of using this method is to have a Master Deduction Code set up

within GP.


DPI Startup

• A new loading screen will appear whenever DPI is opened, started, or connection

changed while the data is loading and preparing for launch.

ACA Eligibility/Full-Time Status widget

• The name/title and corresponding results language of the Eligibility widget has been

updated to “Affordable Care Act Full-Time Status”.


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o There have been no changes to the functionality or calculations of this widget,

simply the name of it.

• Settings: Added “Employment Type” as an option for automatically classifying new hires

as full-time upon hire.

• Results: Added support for handling variable employees who transition to full-time

during their initial measurement period.

ACA Coverage widget

• Added a new setup within the setting for Safe Harbor Affordability Groups. Similar to the

measurement group setup, users will be able to set up different affordability groups with

different safe harbors for groups of employees. This will be used to calculate

affordability and generate the line 16 code to populate on the employee’s 1095-C form,

if applicable.

o Definitions, restrictions, and calculations for each Safe Harbor is available within

the setup screen.

o Initially, all employees will be included in a Federal W-2 Wages Safe Harbor

group for calculation.

o If an employee is not included in any Safe Harbor Affordability Group, their

affordability will be calculated using the Federal Poverty Line Safe Harbor.


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o If the company is a member of an Aggregated ALE Group, the setup will be

inclusive of employees within the Aggregated ALE Group.

• Added ? icon within the Code Mapping section to give the user beneficial explanation of

the information that is requested within this section.

• Dependents Setup Screen: Added the ability to Edit and Remove a Dependent, as well

as enter Coverage Start and End dates for the dependents, independent of the

employee’s coverage start/end dates.


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All DPI widgets

• Removed the right-navigation pane Reports access and added a Reports page to each

individual widget accessible through a new icon. Each widget’s reports will be specific to

the most recent results ran. Any existing reports were simply moved under their

appropriate widget.

• DPI will now store the results of the most recent run for each widget (if allowed within

the settings), which will be used to create and display reports within rerunning the

widget and so results will not be lost if DPI is closed.


• Added advanced filtering functionality to the Work Locations/Local Codes setup grid.


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ACA Eligibility widget

• Added support for setting up Aggregated ALE Groups to calculate employees’

aggregate hours and wages for determining full-time status (eligibility) and affordability

for ACA purposes.

o If a company is added as a member of an Aggregated ALE Group within the

DPI setup, their results will display employees’ aggregated data and there will

be new filtering options to view as the individual company or the entire

Aggregated ALE Group.

o An admin must have access to all companies within the Aggregated ALE

Group in order to run and view results for ACA Eligibility and Coverage or

they will receive an error.


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• Added support for the “Adjusted Hire Date” and “Nearest 1st of Month to Adjusted Hire

Date” to select when the initial measurement period should start for new hires.


• Updated compliance related functionality for eligibility and hours used in accrual

calculations.



• Added support for all current Minimum PTO/Sick Leave laws that are in effect and plan

to go in effect within the next 6 months.

• Supported Minimum PTO/Sick Leave Laws:

California:

State Law

Oakland

San Diego

San Francisco

Connecticut:

State Law

District of

Columbia:

Washington D.C.

Massachusetts:

State Law

New Jersey:

Bloomfield

East Orange

Irvington

Jersey City

Montclair

Newark

Passaic

Paterson

Trenton

New York:

New York City

Oregon:

Eugene

Portland

Pennsylvania:

Philadelphia

Washington:

Seattle


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• Updated the UI and functionality of this widget for a better client experience and

accommodate requested client features.

• If the time off code chosen to update GP with suggested changes does not exist

for the given employee, the time off code will be created and apply the house to

that code for the employee.

• Hours worked will now be associated to the work location in which the hours

were worked. This will designate hours worked in specific work location to

properly assign hours worked for the sick leave jurisdictions.

Tax Code Identification Setting Other Taxes

• Added support for the NY Metro Commuter tax and NY Disability Employee

Contribution.

• Employer Contribution Codes will now allow for benefit code support, rather than

only as deductions.


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All DPI widgets’ Advanced Settings

• Added advanced filtering options that will allow the user to select which

employees to inspect for each widget. This will produce more relevant results

and reduce the amount of time it takes for the widget to run.


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• Clients will now have the option to reset Cached Results, Ignored Results, or

both, when necessary, through the new Advanced Settings feature for each

widget.

ACA Eligibility widget

• Settings: Added support for the “Nearest First of Month” to select when the initial

measurement period should start for new hires. Users now have the option

between employee hire date or nearest first of month.

Employees’ Tax Code widget

• Rather than erroring when Uncertain Results are found, we have added the

functionality to allow the user to select the correct tax code.

• Added search functionality and the employee’s ID to the results page.

• Removed the map from the Results Details.

Documents

Dynamics Payroll Inspector Release Notes - …greenshades.com/pub/downloads/Archived Release Notes PDFs/DPI... · date/timestamp in the GS_IndianaHomeAddressHistory table. • In