Releases

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