Releases
ClariNet LS was last updated on 26 September 2023.
There have been a total of 318 releases.
Please contact us if you need more details about any release.
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