Sent, Received and Closing Transactions, Case Merging, Treatment of First Premium Payment in Illustration, Ability to change the COI curve and layout improvement, Changes to IRR calculations on Portfolio Valuation page, Allow NAIC Number in XML import, Policy Owner Type, etc.

  • Allow NAIC Number for Carrier in XML import
  • Policy Owner Type
  • Case lists: Sent and Received
  • Case lists: Closing Transactions
  • Case Merging
  • Treatment of First Premium Payment in Illustration
  • Ability to change the COI curve and layout improvement
  • Changes to IRR calculations on Portfolio Valuation page
  • Pricing improvements
  • Add Page Count and Size to documents
  • Improve readability of XML import errors

Release Notes are here: Release_Notes_1_20_v3_111122.pdf