Releases

23 November 2022

New Features

• Portfolio, Monte Carlo: show confidence intervals

Improvements

• Add number per page dropdown to new style tables (e.g. Users)
• Case, Transactions: add Max Approved Bid & Default Value Date to Received Transactions
• Users: improve UX around configuring roles when creating a user invite
• Users: improve validation of usernames when accepting a user invitation

Fixes

• Portfolio, Valuation: viewing portfolio valuation with deterministic pricing results checked sometimes fails
• Export Templates: Tag Explorer scratch pad not working
• Import, Montgomery: If “Contact Confirmed Date” is blank, it shouldn’t be imported into ClariNet.
• Case, Transaction: “Record an Action” on transaction list page not working correctly
• Admin, Subscriber Information: Page errors if Telephone not filled in, but is not required
• Error from log: heartbeat requests can fail with deserialisation error

10 November 2022

New Features

• Pricing: Cap NPV at specified percentage of NDB

Improvements

• Authentication: Clear password field on unsuccessful login attempt
• Portfolio, Valuation: Ensure Valuation export archive contains all documents from the Valuation
• Case, Transactions: Individual transaction tab redesign
• Case and Portfolio, Valuations: allow override of Valuation Template’s Fees Template and Q(x) Stresses
• Case, Comments: default Comment Date to today’s date

Fixes

• Case: tooltip on Insured name in header incorrectly shows “/null” for single life cases
• Portfolios: dragging and dropping portfolios between folders causes duplicate folders to be created
• Export, Excel Templates: Single-case export may attempt to execute in Portfolio mode
• Case: sorting tables by Insured name is not functional
• Insured Consolidation: Users without Unredacted Data Access cannot usefully use this page but are allowed access
• Public API: incorrect API Key returns wrong status code
• Case, Form Setup: Matching Insured by Insured Reference no longer working
• Portfolio: loading a portfolio can fail randomly
• Case, Closing: Unable to reset Document Verification with large number of questions

24 October 2022

Fixes

• Case, Transactions: Hard to use on smaller screens

20 October 2022

New Features

• Pricing and Risk: Support simple expressions in Risk Scenarios and Q(x) Adjustments

Improvements

• Contacts: Improve Contact deletion feedback

Fixes

• Valuations: incorrect Premium Schedule details can be shown
• Users: Description of Reset User Password functionality is misleading
• Case, Transactions: Recipient can be displayed incorrectly on last step of transaction submission
• Custom Reporting: Unable to use Weighting Selection
• Reports: Reports requiring a Valuation Template are not working as expected

06 October 2022

New Features

• Security: when user is forced to set up MFA code it doesn’t work

05 October 2022

Fixes

• Public API, Report Task: Permissions error causes some fields to be missing

Tasks

• Authentication: Add OrganisationMaintenance to ClariNetLSBtrImpersonation

04 October 2022

New Features

• New ClariNet Authentication System

Improvements

• Public API: Improve loading time for ad-hoc collections of cases
• Users: Enforce contractual user limits

Fixes

• Advanced Search, Closing Events: Ensure event is matched exactly
• Case, Transactions: Company name can be displayed incorrectly
• Case Lock: Data not immediately refreshed after losing a lock

15 September 2022

Fixes

• Public API: Revert change for loading ad-hoc case lists for reports

13 September 2022

New Features

• Fix tooltip on UI Library

Improvements

• Premium Calculator: change all COI data to monthly
• Excel Case Export: add individual survival curves
• Admin, Fees Templates: update labels
• Public API: Improve loading time for ad-hoc collections of cases
• Change ClariNet help page into tab instead of standalone window
• Pricing: improve performance of day count calculations

Fixes

• Case Status – consider relative order of Date(s) of Death and Coverage End Date in considering PEND and EXP statuses
• Case, Closing: Sometimes possible to log Closing events multiple times which prevents access to Closing Transactions

Tasks

• Database maintenance: clear old logs

23 August 2022

Fixes

• Case, Valuation: Additional LEs cause issues generating the valuation
• Portfolio, Reports: Premium History VOC Comparison not prompting for date range

22 August 2022

New Features

• Pricing: calculate and allow download of forward prices in Monte Carlo
• Policy Price Estimator API

Improvements

• Portfolio, Reports: Track last run date of reports
• Admin, Pricing and Risk Templates: add Active/Inactive checkbox to hide old unused templates (Vals, Fees, Premium Calcs)
• CRM: Upgrade to new style
• Case Activity Notification: add client name and make case reference a hyperlink

Fixes

• Premium Calculator: Negative AV can cause incorrect NAAR and NDB
• Premium Calculator: AV override is not allowed for short illustrations
• Case, Payment History: It is possible to create duplicate Payment History entries
• Reporting, Bidding Transaction: Incorrect PublicID is exported
• Logout: Logout menu item should cause Contact pages to close
• Session Timeout: When multiple tabs are open, logout can happen due to an inactive tab

04 August 2022

Fixes

• Case, Closing: Document Verification – Analyst cannot be cleared once set

26 July 2022

Improvements

• Excel Uploader: make “greater than Coverage End Date” error into a warning

Fixes

• Change IRR solver to avoid negative IRR solutions in cases of multiple IRRs
• Advanced Search: “Received From” search parameter doesn’t show CRM Contacts as expected
• Case, Transactions: Case Lock does not protect Transactions page from edits from other users

12 July 2022

Fixes

• Case, Transactions: adding Case Withdrawn doesn’t automatically update the Bid History tab

06 July 2022

Improvements

• Preparation work for improvements to CRM

Fixes

• Pricing: issue with management fees in Monte Carlo
• Excel case export shows incorrect COI chart.
• Case, Closing: Events not marked Public are sometimes shown to the Closing Counterparty
• Documents: uploading more than 50 files at once shows an error and logs the user out
• Administration, Interaction: Unable to upload new Bidding, Offer Letter Templates
• Reporting: Premium Schedule dates in the “Portfolio Importer Format (XLSX)” are not output as Excel dates

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