Releases
ClariNet LS was last updated on 15 June 2022.
There have been a total of 261 releases.
Please contact us if you need more details about any release.
15 June 2022
Improvements
- Mortality Tables: rename “Primary” into “VBT”, list values in dropdown by descending order of Start Date and Name
- UI: Enable new UI library in ClariNet LS
- Portfolio, Snapshots: Track parent Portfolio when snapshotting
Fixes
- Export Templates: Uploading a new file does not work
- Public API: Unable to run BroadRiverSubmissionPackage report
- Error from Log: Case Closing Checklist fails to save
- Admin, Pricing and Risk: Valuation Templates don’t update Fees Templates if not currently showing a template
- Case, Premium Schedule: Download from grid should be Comma Separated and Include Headers
- Case, Upload data: Upload fails with “Something went wrong” when XML has invalid DOB for Insured.
- ClariNet, Navigation: Deleted Saved Search still available in recent search
- Administration, Users: System Administrators cannot create new users
07 June 2022
Fixes
- Pricing: Viewing Portfolio Valuation Causes Error
- Portfolio Reports: Slow processing of charts may lead to timeouts
25 May 2022
Fixes
- Pricing: Portfolio generator output has mismatched Policy Date
- Case Setup: Case Reference is required even when Auto Case reference is in use
24 May 2022
Improvements
- Pricing: Add SOA CSO Mortality Tables
- Audit Log: Improve logging of Submissions
- Case, Upload data: Upgrade to new style
- Database backups: improve infrastructure and cross region copying
- Policy Verifications, VOC: Allow negative Account Value
- Help and News menu: update to match ClearLife’s new corporate website
Fixes
- Case, Documents: unsaved changes are lost when switching to Policy/Insured tabs and back
- Case, Transactions: Counter Offer amount cannot be edited
- A2E: Risk Scenario dropdown should be disabled when Solve for MF Adjustment is checked.
- Case Setup: If Illustration Date is not populated, an error occurs on saving
- Excel Portfolio Uploader: Invalid Excel values not always reported in a helpful way
- Homepage, Case List: no columns displayed
- Exports & Reports, Document Templates: Unable to upload file
12 May 2022
Fixes
- Excel Portfolio Uploader: Unmapped CRM selection is not always handled correctly
10 May 2022
Fixes
- Excel Portfolio Uploader: “Something went wrong” when Insured Reference is specified without Date of Birth
- Excel Portfolio Uploader: Missing carriers have to be completed individually
- Excel Portfolio Uploader: Select CRM step is not displayed if Client Reference is not specified
- Excel Portfolio Uploader: “Something went wrong” if uploaded file has a filename > 100 characters
05 May 2022
New Features
- Excel Portfolio Uploader and XML Import Wizard: add option to check for existing Cases using Policy Number (to edit instead of add)
Improvements
- Excel Portfolio Uploader and XML Import Wizard: Upgrade to new style
- Excel Portfolio Uploader and XML Import Wizard: improve Insured Linking logic to allow insureds to be both Primary and Secondary in different Policies
- Pricing: Policy Count in Distribution Report does not always match NDB payments
- Manual Premium Schedule: Show Policy Year while editing
- Help, Templates: Upgrade to new style
- Case, Upload Access Database: Retire
- Case, Buy box: Retire
Fixes
- Pricing: Portfolio Generator does not use underwriter weightings from sample portfolio
- Case, External Valuation History: Error message after invalid file upload is not cleared even after successful upload
- Case, Insured, Servicing: Incorrect tooltip on Edit button
- Case, Closing: Case Lock is not released after saving
- Case, Valuations: Error messages sometimes contain HTML markup
- Case, Valuations: Joint LE Graph not displaying
11 April 2022
Improvements
- Help, Support Files: Upgrade to new style
- ClearLife Admin, AM Best Ratings: Upgrade to new style
- Insured, Consolidation: Upgrade to new style
- Help, Copyright Notice: Upgrade to new style
- Help, Privacy Policy: Upgrade to new style
Fixes
- Administration, Policy Products: Loading indicator should be shown when changing page size
- Case: Edit controls scroll offscreen
- Documents: re-instate upload speed optimization
30 March 2022
Fixes
- Case Setup: Sender and Sender contact are not populated after choosing “Create another Case for the same Insured”
- Case Export: Ensure Premium Flows table includes dates without associated Premium values
23 March 2022
Fixes
- Create New Case (Form): SSN does not get saved when creating a new Case
22 March 2022
Improvements
- Create New Case (Form): Upgrade to new style
- Administration, Pricing & Risk: Upgrade Interest Rate Curves to new style
- Administration, Pricing & Risk: Upgrade Valuation Templates to new style
- Administration, Pricing & Risk: Upgrade Premium Calculator Template to new style
- Case: Maintain correct locking behaviour when looking at the same Case in multiple tabs
Fixes
- Pricing: when using Override Illus/VOC starting Values, leaving CSV blank causes error
- User Logs: improve performance
Tasks
- Databases: upgrade to latest version
07 March 2022
Fixes
- Case, Insured LE Reports: Valuation Settings information not displayed
- Case, Search: After performing some actions on a Case, the top right search box does not work correctly when pressing Enter
- Case, Policy Verifications: SSN is not shown in summary section unless Insured page is visited first
03 March 2022
New Features
- Menu, top right star icon: Sidebar of your most recently visited and favorite Cases, Portfolios and Searches
- Pricing: Add ARMA/GARCH calibrator to Excel Addin
Improvements
- Testing: upgrade framework, improve reliability
- Case: finalize upgrade to new style and improve performance
- Administration, Interaction: Upgrade to new style
- Excel Importer: fix ICD9 for insured and add specific fields for AVS/Fasano/ISC/21st/Predictive underwriters
- Error monitoring: improve logging on failure
- User, Alerts & Notifications: Upgrade to new style
Fixes
- Case, Policy: Switching tab can revert user input
- Case, Valuation Settings: Verification date is not displayed under Policy Verifications section
- Custom Fields, Tooltips: Should not show “null” in tooltip when no tooltip configured
- Case, Premium Schedule: Used COI text boxes are too small and chart goes on top
- Case, Insured: Opening linked Case hyperlink in new tab opens the current Case
- Admin, Development List: too many tickets hidden
- Case View, Policy: Carrier dropdown search results limit causes common names to be missing
10 February 2022
Fixes
- Case, Premium Schedules: COI Account Value tab not updating
08 February 2022
Improvements
- Administration, Pricing & Risk: Upgrade Fees Templates to new style
- Administration, Business Gateway: Upgrade to new style
- Case, Redaction: Upgrade to new style
- Administration, Document Verification Templates: Upgrade to new style
- Test and update DR Procedure
Fixes
- Pricing: join life curve is incorrect in A2E analysis when one of the insured has a date of death set
- Pricing: mortality factor solver in A2E analysis does not take bucketing type into account
- Case, Premium Schedules: Annual Summary not updated after COI Recalc
- Case, Premium Schedules: CSV Upload does not work
- Case, Premium Schedules: Illustration Name not displayed in dropdown list
- User defined free-text lists contain trailing spaces which can cause re-saved items to be flagged as Invalid selections
- Portfolio, Snapshot: Custom Fields duplication fails for Insured linked to multiple cases in Portfolio
- Case, Compliance Checklist: status colors are missing from webpage and pdf
- Admin, Development List: hide internal and very old tickets
20 January 2022
Fixes
- Case, Premium Schedule: pasting into Manual Schedule saves zero values
- CRM, Contact Details: Move Up and Move Down buttons no longer working
- Advanced Search, Policy Product Search gives a “Something went wrong” error
- Public API, Report Task: Authorization problem causes some fields to be empty
19 January 2022
Improvements
- Pricing: Improve breakeven calculation
- Pricing: Update structured settlements addin and create simplified version of excel sheet
- Administration, Pricing & Risk: Upgrade Mortality Tables to new style
- Administration, Pricing & Risk: Upgrade Default Settings to new style
- Administration, Pricing & Risk: Upgrade LE Selection and Blending Rules to new style
- Administration, Policy Verification Defaults: Upgrade to new style
- Administration, Doc Library: Retire feature
- Administration, Closing Checklist Templates: Upgrade to new style
- Administration, Pricing & Risk: Upgrade Qx Adjustments to new style
- Administration, Policy Products: Upgrade to new style
- Administration, Report Orders: Retire feature and remove Case Underwriting role
- Administration, Pricing & Risk: Upgrade Risk Scenarios to new style
- Administration, Pricing & Risk: Upgrade Deterministic Pricing Scenarios to new style
- Administration, Pricing & Risk: Upgrade IRR to new style
- Case, Premium Schedules: Upgrade to new style
Fixes
- Portfolio, Actual Expected: Unknown error when using Durational Probabilistic
- Pricing: risk scenario is ignored on A2E page as a result of new MFA solver
- Portfolio, Monte Carlo, A2E, Valuation: Slow Xlsx Downloads
- Single Case Valuation: csv/zip export re-runs pricing instead of exporting saved values
- User-defined free-text with autocomplete: remove spaces at the beginning and end of value before saving
11 January 2022
Improvements
- Portfolio, Snapshot: Retry failed Case snapshot to protect against transient errors
- Custom Fields, Error Handling: Unexpected errors should be logged