New Features and Improvements
1. [CL-4841] Password security improvements
2. [CL-4825] and [CL-4839] – Send Fax directly from ClariNet
3. [CL-4814] – Generic Word Templates admin page + download
4. [CL-4810] – Export Premium Payment History and Fee Payment History
5. [CL-4823] – Give users the option of monthly cash flows in the distribution report
6. [CL-4480] – Portfolio Summary: split stats “Nb of Insured Lives” into “Surviving” and “Deceased”
7. [CL-4831] – Custom Reporting: add extra servicing columns for Premium Payment Instructions report [CL-4808] – Custom Reporting: add Health Status Contacts, Journals, and Hipaa date
8. [CL-4836] – Servicing Medical Records: make date fields optional
9. [CL-4837] – Create Case Form: Make Country of Residence and State of Residence optional
10. [CL-4838] – Bid Management: display Contact for Counterparty (and allow edit)
11. [CL-4812] – Add missing Policy fields to Excel Importer
12. [CL-4834] – Improve pricing checks for missing LE Reports and Weightings
Bugs
13. [CL-4804] – Fees are being calculated using the illustration NDB instead of PS NDB
14. [CL-4824] – Portfolio generator ignores valuation settings
15. [CL-4806] – First Premium is Annualized flag is ignored on illustration
16. [CL-4807] – Portfolio Valuation ignored Disposal Amount, Date and Type.
17. [CL-4826] – Servicing tasks with frequency of every two years not show with correct due date
18. [CL-4830] – Portfolio Composition should show archived cases
19. Additional bug fixes