Excel Portfolio uploader, Premiums upload, Cost Basis, Portfolio, Archived Cases and other improvements and fixes.
- Improvements to Excel Portfolio uploader
- New CSV Format for Premium Schedule upload
- Change Cost Basis of the Case to be Purchase Date and Cost only
- Add sorting to Case List in Portfolio Composition
- Hide Archived Cases in all Case Lists
- Editing Carrier, Policy Nb and Issue State should not delete Valuations and Premium Schedules
- Add extra Case Participant types and Payment Recipients types
- Joint Life with a deceased Insured: charts crashing on Valuation page
- Javascript error on Val Settings page (weightings)
- Premium Schedules: Error when Start Date less than Policy Date + small UI improvements
- Some AMBest Companies don’t show
- Add some logging to Credit Card processing
Release Notes are here: Release_Notes_201210_v2_121210.pdf