Mar 05 2012
Major software architecture changes and bug fixes.
In the past few months, we have been progressively moving towards a better software architecture. Release 1.23 is a major milestone for these improvements. The new architecture will make it easier to support and maintain ClariNet, as well as allowing us to deliver new features more effectively.
More details are available in the Release Notes:
Release_Notes_1_23_v1_120305.pdf
Feb 01 2012
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
Dec 19 2011
COI interpolation, add Received Transaction on existing Cases, Send Received Cases, Split Bid History, Closing Transactions and Other Improvements.
- Allow users to specify first period COI interpolation method
- Ability to create a Received Transaction on an existing Case
- Ability to Send Received Cases
- Split Bid History
- Closing Transactions
- Other Improvements
Release Notes are here:
Release_Notes_1_21_v2_111219.pdf
Nov 22 2011
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