Historical Premium tracking, Portfolio Summary: new stats in charts and report, Further Performance Improvements to pricing code and other improvements and fixes…

New features and Improvements

  • [CL-4196] – Historical Premium tracking
  • [CL-4138] – Portfolio Summary: new stats in charts and report
  • [CL-4185] – Further Performance Improvements to pricing code
  • [CL-4197] – Closing Checklist: Comment field should always be shown (stop hidding it dynamically)
  • [CL-4218] – Audit Log shows changes from null to empty string
  • [CL-4195] – SmartSearch: add “Closing Analyst” and “Servicing Carrier”

Bug fixes

  • [CL-4227] – LE Report Weightings issues in Valuation Settings (fix code)
  • [CL-4140] – CSV exports contain weird characters (like &)
  • [CL-4170] – PDF export of single policy valuation gives wrong data
  • [CL-4174] – Excel uploader blindly adds the specified underwriter reports and weightings
  • [CL-4178] – Show XML Import error messages to user when uploading case XML
  • [CL-4193] – Missing Actuarial Table Name in Case Weightings errors when pricing Portfolio with Independent Aging
  • [CL-4201] – PDF upload fails silently if page count fails
  • [CL-4209] – Import of case as zip does not allow MP3

Release Notes are here: Release_Notes_201312_v2.pdf