Contract Package, Document Verification and Case Closing Checklists improvements, New SmartSearch Criteria and new Report, Adding Cases to an existing Portfolio made easier, Ability to upload document with .msg extension, Creation of Received Transactions, New “Coverage Type” field on the Policy, New Case Participant Role “Irrevocable Beneficiary” and Other Improvements.

  • Changes to Contract Package and Document Verification
  • New SmartSearch Criteria and new Report
  • Changes to Case Closing Checklists
  • New “Coverage Type” field on the Policy
  • New Case Participant Role “Irrevocable Beneficiary”
  • Adding Cases to an existing Portfolio made easier
  • Creation of Received Transactions
  • Ability to upload document with .msg extension
  • Other Improvements

Release Notes are here: Release_Notes_1_22_v2_120201.pdf