Releases

06 December 2023

Fixes

• Case, Advanced Search: Saved Views date values are not populating

04 December 2023

Improvements

• Transactions page: change the table filters to search the last event on a transaction only
• Add Ability to Optimize Loan Repayments

Fixes

• Insured: unlinking should copy Health Status Contacts and Healthcare Providers
• Sent Transaction advanced search date range should be optional
• Documents: Adding / Removing documents on pages should update Documents page
• New design: toast message content cannot be selected
• Portfolio, Valuation (New): the button to view a newly saved valuation does nothing
• Case, Merge Case: merging cases fails with some combination of data points

23 November 2023

Fixes

• Case with closing transactions does not appear in filtered transaction list
• Export Templates: reporting from a saved search fails with a generic error message

21 November 2023

Improvements

• Export Templates: improve performance of tag parsing
• Portfolio, Valuation: add option for “Most Recent” LE report to be based on the Value date, not today
• Case, Change of Beneficiary: add to Custom Reports and imports

Fixes

• Transactions: Avoid reloading data when opening filter menu and not making changes
• Case, Premium Schedules: Loan/Cash Withdrawal headers not aligned with columns

08 November 2023

Fixes

• Error from log: users are unable to access the external submission page to download documents

07 November 2023

Improvements

• Transactions: Sort statuses by name rather than internal identifier

Fixes

• Insured, Healthcare Provider: Delete tooltip missing Order tracking message
• Transactions: Searching doesn’t update result count in heading
• Grids: long case references are clipped in new style grids

Tasks

• Export and Reports: remove option to export to legacy 2003 Excel format

24 October 2023

New Features

• Case: add Change of Owner/Beneficiary section
• Transactions: roll out transactions page to all users with the Transactions role

Improvements

• Transactions: add columns shown on the Case, Transactions grids to main grid
• Uploads: force acquire locks when uploading data
• Portfolio, Valuation: use IRR percentages for table headers

Fixes

• Case, Payment History: the whole tab fails to load when the “Premiums Scheduled and Paid” table errors during calculation
• Case, Add to Portfolio: new portfolio name text box does not validate the name’s length
• Error from Log: “Use Purchase Date” causes “Unknown error” when cases have no purchase date when valuing a portfolio
• Insured, Healthcare Providers: Deleting Insured healthcare provider that has been linked to a medical record order results in error

10 October 2023

New Features

• Transactions: implement sticky/frozen headers when scrolling the grid
• Transactions: remember frozen columns
• New Carrier Information Page

Improvements

• Update ClariNet help pages with improved navigation
• CRM: Add Address Field to Payment Method
• CRM: Prevent Editing of Payment Method
• CRM: Improve Payment method Reference Information Details
• Case, Orders: show health care providers on Medical Record Orders
• Transactions: improve layout of Sent Transactions
• Transactions: improve layout of transactions list
• Transactions: improve market information layout
• Contact dropdowns: allow search by Client Reference and display middle names in results

Fixes

• Search: error message when opening Advanced Search page
• Special character in follow-up note cases XML export to fail
• Loan Repayment Amount Label is wrong
• Excel Portfolio Import: modifying custom fields on hundreds of entities in one import overwhelms the Custom Fields service
• Case, Comments: Row selection should not work when edit/add in progress

Tasks

• Add Excel Portfolio Uploader Template v1.102

03 October 2023

Fixes

• Portfolio Mirroring: source Premium Schedule has custom payments deleted

26 September 2023

New Features

• Search Overhaul: Insured Search UI Replacement

Improvements

• Fix font sizing and layout issues on new Transactions page
• New Death Certificate Ordering Details Page
• Show Death Tracking Info in Cost/Maturity/Disposal tab
• Custom Fields: give users the ability to define a custom field as a dropdown list.

Fixes

• Case, Valuations: unable to generate valuation on a case with purchase date before date of used LE Report
• Portfolio, Valuation: no indication when valuation settings override IRRs
• Valuation settings, Mortality Table: Select input value is not updating when for Chrome users
• Upload Excel Portfolio: weightings can fail to be applied when report description is blank
• Custom Reports Insured field has Date of Death and DOD.

12 September 2023

New Features

• Insured: add Smoking Status

Improvements

• Search: improve performance of search queries
• New Maturity Fields
• Add in house to Medical Record vendor list

Tasks

• Add Excel Portfolio Uploader Template v1.101

30 August 2023

Fixes

• Case, Transactions: Unable to send case if email subject is editing

29 August 2023

New Features

• Case Lists: add excel export
• Advanced Search, Transactions: Sent To (With Events) search

Improvements

• Structured Settlements Addin: permit use of local app data folder for auth token
• Public API, Case: create case with documents
• Case, Transactions: make external submission email subject more flexible
• Case, Valuation: save default probabilistic and deterministic results
• Portfolio, Valuation: save probabilistic and deterministic results per case
• Export Template: add DatePart function to extract day, month or year from a date
• Case, Valuations: clarify terms on Deterministic tab
• UI: make new-style tables more compact
• Case, Order Tracking: add Medical Record Order Vendor

Fixes

• Custom Reports: LE Report Impairment 2 & 3 data not loading correctly
• Admin, Subscriber Information: Warn users when logo change is incomplete
• Case, Send Transaction Wizard: Multiple recipients with multiple emails select all
• Excel Exporter: export fails on case with Policy Verifications lacking Communication Type

Tasks

• Excel Add-in: Move to .NET 6

18 August 2023

Fixes

• Admin, Subscriber Information: contact details are not loaded

15 August 2023

Epics

• Instead of just Valuation and A2E, allow users to specify their own case settings

New Features

• Pricing and Risk: add ability to specify Valuation Templates used on single policy pricing page
• Insured: store internal underwriting notes

Improvements

• Advanced Search: allow Client Administrators to delete other users’ searches
• Excel portfolio importer: user defined LE reports unique based on description
• Allow list of external email CCs in external submission email box
• Add Excel Portfolio Uploader Template v1.100

Fixes

• Export Templates: Transaction Recipient and Sender names cannot be retrieved
• Case submission, select all for CC is not working
• Insured, Insured Verifications: Adding new record can fail
• Advanced Search, Transaction Event: “is not” test applied at wrong level
• Case, External Valuation History: saving tab duplicates entries when there is more than one page

08 August 2023

Fixes

• Portfolio, Monte Carlo: model stuck at 0%

04 August 2023

Fixes

• Search: searching by insured name performance regression

03 August 2023

Fixes

• Error from log, Portfolio Mirroring: required lock not held for HealthStatusContact

01 August 2023

New Features

• Pricing: add ability to download dates of death from Monte Carlo Simulation
• Transactions: support comments on transactions

Improvements

• Add Frasierized Joint LE to Excel Export
• Pricing: extend LE selection and blending functionality to allow equal weighting
• Transactions: invalidate external submission links after configured expiry days have passed
• Transactions: allow case sender to record all actions that an internal recipient can carry out
• Search: replace all field searches with new mechanism
• Bidding: allow recording of high bid at start of bidding process
• Transactions: allow recording of actions on other transactions during closing
• Case, Policy Verifications: add key shortcut for communication type

Fixes

• Advanced Search: Broker search does not return results
• Case, Valuation Settings: Insured LE Report list does not referesh when changes are made on the Insured tab
• Error from log: Deleting LE report fails when report is used in a Portfolio Valuation

20 July 2023

Fixes

• Portfolio Mirroring: ensure editing Illustration does not clear rows

18 July 2023

New Features

• Transactions: give users ability to add an email address to all external recipient emails
• Menu: suggest case references when searching in the top menu

Improvements

• Transactions: add Declined tab in sent transactions
• Case, Policy: add additional Owner Type options
• Remember Active Tab on Insured Page
• Add Excel Portfolio Uploader Template v1.99
• Update custom reports and export templates to handle user specified case settings
• Add confirmation to Cancel Button on VOC

Fixes

• Portfolio Valuation: excel export of fees has total row value of zero
• Premium Calculator: when Ultimate Qx is used in PCT it fails on long illustrations
• Premium calculator: surrender charge on cash withdrawal not taken into account in NDB calculation
• Case, Premium Schedules: uploading a Premium Schedule fails when Insureds are not configured
• Policy Verification Dropdown shortcut

11 July 2023

Fixes

• Insured, LE Reports: Unable to delete LE Report
• Upload Data, External Valuation History (CSV): upload fails with no error message when updating existing entries

04 July 2023

New Features

• Bid Management: give user the ability to record a counterparty case decline
• Fees: add new portfolio fees

Improvements

• Excel addin: add environment variable to control auth token location
• Case Setup Form: change document plus buttons into dropzone like the documents tab
• Import, Payment History: Message is misleading when there are errors in the imported data
• Case, Transaction: Allow Underwriters Reports to be sent during a resubmit

Fixes

• Portfolios: Deleting a Portfolio that has Portfolio Valuations results in an error
• Case, Primary Insured: Fasano primary impairment drop down doesn’t load options
• Insureds: Death certificate document error
• Case, Locking: Users with long username’s cannot unlock cases
• Case, Illustrations: Locks retained after copying

26 June 2023

Improvements

• Payment History: add Payment Applied date to rows

23 June 2023

Fixes

• LE Reports: error occurs when saving Valkyrie report with certain data combinations
• Case: copy illustration/premium schedule function does not work in some situations
• LE Reports: error occurs when saving some LE Reports

22 June 2023

Fixes

• Case Form: Unable to create Case containing transaction details

22 June 2023

New Features

• Add Case Locking

Improvements

• Case, Valuations: Underwriter Weighting dropdown should reset weightings
• Case, Illustration: make document miner error messages more discoverable
• Case, Insured Verifications: remove Insured Verifications item from case navigation
• Case List: add received transaction counterparty
• Portfolio, Pricing & Analysis: Show each Mortality Table only once on the dropdown
• LE Reports: add new Underwriter – Valkyrie
• Portfolio List, Snapshot: improve speed of portfolio snapshots
• Add Excel Portfolio Uploader Template v1.97
• Authentication: audit all changes to accounts in auth application
• Underwriter Reports: editing key data points should freeze Valuations, otherwise do nothing

Fixes

• Admin, Pricing and Risk: Unable to save premium calculator template changes.
• Case, Illustration: Secondary insured age column not showing
• Case, Illustration: Document Miner may run a previously deleted document
• Document Miner: Run Document Miner button not enabled when re-upload a new document
• Case, Primary Insured: Unable to add name variation for an Insured on Insured Verification tab.
• Import: Unable to add imported Cases to a new Portfolio if no Portfolios already exist
• Transactions, Send: Unable to re-send to non-ClariNet recipients

13 June 2023

Fixes

• Admin, Pricing and Risk: Valuation Templates cannot save changes
• Case, Valuation Settings: Unable to enter decimal separator in blend values

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