Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Improvement

CL-5756 Advanced Search: allow multiple choices on Portfolio criteria
CL-5748 Importer: Make CRM Wizard Step faster
CL-5746 Documents: remove long delay when changing a Document’s Type in a case with many documents
CL-5745 Excel Portfolio: add a warning when a Death Tracking Source will be created
CL-5736 Auto Import: Speed up “Auto Import: Download Summary and Import Logs in CSV format”
CL-5709 Excel Case Export: Policy tab: add more fields (Return Type, Policy Product Name, Primary/Secondary Insured Underwriting Class…)
CL-5708 Excel Case Export: Valuations tabs: add Projected AV/CSV at Start Date and Value Date
CL-5706 Policy: make Policy Number optional
CL-5660 Excel Export: Servicing Data in Lyric Format with documents zip export
CL-5625 Improve backup retention script
CL-5422 New file uploader with drag and drop

Bug

CL-5751 Portfolio, Servicing Tasks: Error when viewing Servicing Tasks
CL-5737 Background Tasks: Tasks would sometimes fail