Releases

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