Releases
ClariNet LS was last updated on 07 June 2023.
There have been a total of 299 releases.
Please contact us if you need more details about any release.
07 June 2023
Improvements
- Pricing: Create new updated Standard Premium Calculator Template and Valuation Template
- Admin, Pricing and Risk: only allow editing name for in use admin entities
- Case, Valuation Settings: Support arbitrary setting names and rename Valuation to Primary
- Add Excel Portfolio Uploader Template v1.96
Fixes
- Case, Illustration: Allow Document Miner to run when file extension is in capitals
- Case, Insured: ICD9 code modifications are not audited correctly
- Cases, Case Setup Form: English (India) Internationalisation Date picker issue
23 May 2023
New Features
- Add ability to select LE reports based on longest/shorted straight aged mean LE 50
Improvements
- Admin, Pricing and Risk: for used Premium Calculator and Valuation Templates only allow editing names
- Document Miner: Set default document on illustration page to exclude excel file
- Document Miner: Improve speed
- Document Miner: Allow document to be mined when adding Illustration
Fixes
- Document miner: Error when mining a document without illustration
- Cases, Upload Data: Correct UI issue hiding the Selected Carrier dropdown results
- Document Miner: Improve Error Handling
- Admin, Contacts: organisation specific roles are missing from roles drop down
10 May 2023
Fixes
- Documents: performance regression due to closing document changes
10 May 2023
New Features
- Pricing: add ability to use ultimate qx rates for COI interpolation
Improvements
- Document Miner: Improve Excel file
- Document Miner: limit documents to 20 pages
Fixes
- Case, Transactions: quick filter is not always applied correctly
- Documents: Removing Contract Package documents from other pages causes errors
- Case, Transactions: add maximum length to bid amount field
- Portfolio, Valuations: Error when saving a Portfolio Valuation in some configurations
25 April 2023
Improvements
- Authentication, Users: display indication when user is an External Servicer
Fixes
- Case, Valuations: Survival Risk Analysis tab does not refresh when generating valuation multiple times
18 April 2023
Improvements
- Admin, Pricing and Risk: new tab for Case Weighting names
- Case, Valuation Settings: move case settings into tabs
Fixes
- Reporting: maturity reports incorrectly require From and To dates
- Portfolio, Composition: snapshot cases do not appear
- Change Security Details: large gap between Change your Password text and fields
06 April 2023
Fixes
- Pricing: Fix issue with forward price calculation
04 April 2023
Improvements
- Valuation Excel Export: add aged LE and mortality data
- Case, Insured Verifications: move insured verifications to insured page
Fixes
- Case, Insured Verifications: show script buttons shows a pop-up with an error page rather than the insured verifications script
21 March 2023
New Features
- Import, XML: allow editing of existing insured without requiring case and policy information
- Case, Illustration: Add Document Miner to Read Illustration table from pdf and generate Excel file
Improvements
- Import, Export: Support Grace Notices in XML format
- Import, Export: Support Order Tracking in XML format
Fixes
- Case Excel Export: Qx Override not applied in exported case valuations
- Portfolio, Snapshot: Ensure you can’t start the same snapshot multiple times
- Case, Valuation: 100% showing red despite being valid
- Admin, Insured Obituary Search: Last name search inoperable
- Payment History: date format is not enforced correctly
10 March 2023
08 March 2023
Fixes
- Case, Upload Excel Portfolio: Uploading portfolio can cause existing premium schedule to change to manual
07 March 2023
Improvements
- Upload Data: make Premium Schedule and NDB Streams import ignore null cell values
- UX/navigation improvements to contacts
- Premium Calculator: allow override of premium payments in Minimum Premium Account Value table
Fixes
- Structured Settlement Addin: if contingent cashflows are too short, solver may fail
- Contacts, Unable to view an individual linked to an organisation
24 February 2023
Fixes
- Pricing: Viatical cases are returning incorrect LE50 as a result of solver bug
22 February 2023
Improvements
- Pricing: Improve IRR solver for difficult cases
Fixes
- Portfolio, Composition: Unable to edit composition if Portfolio name contains / character
21 February 2023
Improvements
- Case, Documents: add an option to redact a document to the document list without pressing edit first
Fixes
- Reports, Custom: Repeating “Used in Weightings” section can be created without selecting a weighting resulting in an error when running
- Audit Log: entries appear for Insured.LastNameUnsafe even when last name has not been modified
- Advanced Search: searching by Insured Name/Reference only searches Insured names
- Case, Premiums: COI Tab table appearing in MPAV tab when recalculating MPAV table
- Reports: Insured Obituary Report incorrectly handles failed obituary requests
- Single Case Excel Export: Deterministic valuation dates not shown in US format
- Error from log: failed to load RDB Schedule
07 February 2023
New Features
- Case, Advanced Search: add ability to search for LE Report Description and Underwriter Code
Improvements
- Authentication, Users: improve user experience
- Case, Premiums: add ability to specify multiple loan principal repayments
- Custom Fields: allow searching for cases by custom field value
Fixes
- Case, Insured Verification: required field validation briefly shown when creating new
- Admin, External Access: pagination control does not update when filtering the table
- Portfolio, Servicing Tasks, Order Tracking: adding a new document appears to hang forever
- Case, Premiums: when using time varying loan accrual rate, accrual is not being applied
26 January 2023
Fixes
- Case Access: download all link on DocumentVerification.aspx page appears to hang forever
- Reports, Closing Report: using a header or footer document causes the downloaded file to be empty
25 January 2023
New Features
- LE Reports: add ability to store Diagnosis
- LE Reports: add ability to use Custom Fields
24 January 2023
New Features
- External Access: enable external servicer to access to configured portfolios and cases
- External Access: add Portfolio permission admin page
- External Access, Authentication: create External Servicer role with limited access points
- Admin, Diagnosis: add admin page to manage Diagnosis and Diagnosis Categories
Fixes
- Search: saved searches should not be visible when the user does not have access to the fields in the search
- User, Reset Password Email: Reset password link does not wrap onto a separate line and causes email to overflow
- Portfolio, Valuation: Clarinet Whoops error when trying to save portfolio valuation with breakeven IRR calculation failure
- Authentication: unexpectedly shown “login failed” page when user is not already logged in
16 January 2023
Fixes
- Authentication: A single user can be logged in in multiple locations simultaneously
- Authentication: accepting user invite should not allow password to contain the username
10 January 2023
Improvements
- Exports: Create V2 BroadRiver Submission export format
Fixes
- Portfolio, List: search should not be case sensitive
- Authentication: username validation should not allow commas
- Admin, Custom Fields: rows in the custom fields tables are too small to be legible
- Contacts, Contact Detail: state options do not load when country is first selected
- Case, Merge: case lock is not released after a merge is completed
- Admin, Pricing and Risk: valuation templates active tab is incorrect
- Authentication: client admin initiated password reset links are not functional
- Admin, Contract Package Defaults: contract package template should not allow pdf uploads