Releases

14 October 2026

There were only internal updates in this release.

09 October 2026

There were only internal updates in this release.

06 October 2026

New Features

• Portfolio, Servicing: add ability to mark task as completed with a comment
• Import Excel Portfolio: add preview version using new style
• Document Service Integrations: add LexServ integration

Improvements

• Interaction follow-ups: support select all on list
• Portfolio, servicing: support running approval report for pending rows only
• Export Templates, per-file mode: support custom groupings of entities
• Cases, Mirroring: add additional resilience and visibility of portfolio mirroring updates

Fixes

• Case, excel import: contact mappings can be ignored
• Portfolio, Reports: search should be available on every tab

Tasks

• Case, Upload Data: remove support for xml upload of Custom IRR/User-defined LE

25 September 2026

Fixes

• Public API: Portfolio folder name is ignored

22 September 2026

New Features

• Interaction follow-ups: allow bulk completion of rows
• Allow users to run Report from Premium Approval Page
• Add Portfolio Name(s) option to case list
• Add New Task Type Illustration Document Order
• Add New Grace Notice Workflow

Fixes

• Case, Import: Insured contacts with same name but different Client Reference can be incorrectly merged
• Case, Case setup: duplicate policy product error when saving
• Portfolios: Remove cases can remove more cases than selected

08 September 2026

Fixes

• Portfolio, Servicing: Access toast incorrectly appearing

08 September 2026

New Features

• Enable running Excel Portfolio Importer without Case Reference
• Add Servicing Carrier to Premium Queue
• Add TPA Release Date
• Policy: add notes field
• Add TEFRA flag to policy
• Add Custom Pricing Data Extract to Valuation Excel Export

Improvements

• Create case: Check for duplicate reference quicker

Fixes

• Create case: Insured linking by SSN does not populate the form
• Portfolio, Export: XLSX option gives 401 error
• Custom fields: Data type gets reverted to Text after adding a new field
• ClariNet, Public API, Case upload: Custom fields not handled via JSON

Tasks

• Export Templates: Add a function that throws an error

25 August 2026

New Features

• Add Escrow Funding Date
• Case status bar: add case status

Improvements

• Case, Transactions: prompt before closing the side bar when clicking outside
• Portfolio Valuation: add case status to Portfolio Summary download
• Insureds: Add new 'Quest Check' document type

Fixes

• Case, CMD: Failure to load if Fasano table permission missing
• Settings, My notifications: Manage notifications options do not load.
• Document download can fail when filename contains special characters
• Portfolio Mirroring: onboarding a new case loses the "approved" flag from Premium Schedules

13 August 2026

Fixes

• Portfolio, Pricing and Analysis: Custom IRRs cause valuation generation to fail
• Portfolio, Pricing and Analysis: Correct My Settings not displaying for some users

11 August 2026

New Features

• Portfolio Valuation: add additional data points

Improvements

• Advanced search: Expose From/To fields for Transaction (With Events) searches.
• Portfolios, Servicing: add “export to Excel” to Premiums table

Fixes

• Insured upload: unable to update valid underwriting reports
• Case, Premium Schedule: Cannot download XLSX report
• Custom Reports: Report containing premium schedule columns with 1 date can fail
• Reports, Wells Fargo Premium Instruction: Change SEI Account column
• Dashboard: edit columns button shows columns in a different order on each grid

05 August 2026

There were only internal updates in this release.

05 August 2026

There were only internal updates in this release.

30 July 2026

Fixes

• Public API, Case Import: problem importing cases via JSON in some scenarios
• Case, Transactions: Email bouncing does not report failure reason

28 July 2026

New Features

• Portfolio Valuation: add Breakeven Values to Portfolio Summary sheet
• Transaction List: persist filter settings between sessions

Improvements

• Interaction, Settings: add Sender Display Name field

Fixes

• Error from log: Valuation PDF export failure when User Defined LE present

14 July 2026

New Features

• Portfolio Valuation: add Valuation Parameters download

Improvements

• Reports: add "Due Date" column to Wells Fargo Premium Instruction Report
• Case, Documents: do not attempt to preview very large files

Fixes

• Homepage, Favorites: Clicking on a recent item is immediately undone
• Valuation Case Export Missing Cells
• Case, Premium Schedule: Minimum Premium Account Value changes may ignore COI changes
• Case, Documents Preview: Incorrect document can be shown in preview

09 July 2026

Fixes

• Document Verification: Include loan streams in Premium Schedule CSV downloads

01 July 2026

Fixes

• Case, Premium Schedules: Manually supplied COI is ignored in premium optimization

30 June 2026

Fixes

• Public API: Error creating Case JSON
• Case, Policy: Key data warning can be shown when it shouldn't be
• Settings, Interaction: editing favourite external recipient in table does not show the save button

18 June 2026

Fixes

• Portfolio Valuation: Actuarial Table Override is always being used

16 June 2026

New Features

• Pricing: fix issue with Quarterly Loan Optimization

Improvements

• Portfolio Submission: ensure that documents with an allowed indicated type are submitted
• Case, CMD: add PSA Date field to Purchase and Sale Agreement section
• Advanced Search: add Conversion Expiry Date search term
• Settings, Pricing and Risk: add the option to hide mortality tables from dropdowns
• Transactions: improve display of already sent documents when sending again

Fixes

• Admin, Pricing and risk: Some heading buttons are mis-aligned
• Documents: Error when uploading a document with special characters
• Pricing, Monte Carlo: Realized LE months can round incorrectly
• Case, Premiums: when deduction end date is not on a policy anniversary, validation can fail incorrectly
• Excel Uploader: information message about clearing dates/ages can be shown incorrectly
• Excel Uploader: updating a Premium Schedule can cause the stream to be cleared
• Pricing, deterministic breakeven: purchase price is used instead of current valuation/NPV

02 June 2026

Epics

• Portfolio Data Audit

New Features

• Underwriting: add option to scope allowable diagnoses

Improvements

• Settings, Exports & Reports: support more characters in email subject and body
• Portfolio Data Audit: Add ability to override mined values

26 May 2026

Fixes

• Automated Reports: Specifying a weekly schedule fails

21 May 2026

Fixes

• Public API, Documents: maximum file size is too small

19 May 2026

New Features

• Case, Documents: Add edit visible to servicer action
• Public API, Valuations: add ability to generate a valuation on a case
• Pricing: allow different frequency for loan optimization

Improvements

• Case, Payment History: Avoid compressing date fields at low widths

Fixes

• Insured: Excel Upload, import items are not selectable
• Case, Documents: When grouping by "Date" the header text is displayed as "No date”
• Portfolio, Premiums: Unconfirmed filter does not work correctly
• Case, Valuations: cases with Coverage and Deduction End Date set show incorrect Extended DB Age in valuation export

Tasks

• Case, Documents: Remove legacy documents page

11 May 2026

There were only internal updates in this release.

05 May 2026

New Features

• Settings, Exports & Reports: add Report Builder to create schedule reports
• Portfolios, Lapse Risk Analysis: reduce loading time and add table actions to export/copy table
• Servicing: add bulk premium payments

Improvements

• Premium Dashboard: Show Unconfirmed Premiums
• Case, Premiums: allow editing Notes after saving on calculated schedules

Fixes

• Case Excel Upload: policies using Coverage End Date can leave Extended DB Age in an inconsistent state
• Case, Policy: fix performance issues
• Home: Update this view always shows
• Settings, Exports & Reports: new reports using Premium Data column fails
• Case, Valuation Settings: Premium Schedule pricing date incorrectly formatted

21 April 2026

New Features

• Maturity tracking: Add configuration option to ignore insureds with DOD set

Improvements

• Cases, Documents: Enable grouping by default and shared column state across all cases
• Document Verification: UX improvements

Fixes

• Home: Searching for a report can result in permanent loading state
• Settings, Document verification templates: Create slide out does not reset after adding a new template

Tasks

• Case, Documents (legacy): Note removal date

09 April 2026

There were only internal updates in this release.

08 April 2026

There were only internal updates in this release.

07 April 2026

Improvements

• Portfolio, Cases: add ability to export and copy from table
• Custom Reports: add loan streams to Premium Schedule Data
• Case: Notify user of undeliverable emails

Fixes

• Case, Transactions: "Record an action" closes the sidebar and does nothing in rare circumstances

24 March 2026

Improvements

• Document Verification: default documents table to 100 entries
• Case, Documents: address feedback on the new documents tab
• Inbuilt Report: ClariNet Calculated Premiums
• Public API, Documents: automatically move indicated Policy document types to the Policy
• Case Submissions: allow email for internal recipients
• Case Submissions: Email Templates
• Case, Transactions: do not share comments

Fixes

• Contacts, Add: Add contacts shows “PublicId” event though new contacts never have a publicId until saved.
• Case, Premium Schedules: Improve error message on save when no projected premiums
• Premium Dashboard loan interest payments
• Premium Dashboard: correct typo

10 March 2026

New Features

• Case, Documents: extend support for Documents (legacy) page
• Advanced Search: create search terms to view cases close to deduction end date
• Insured: add health history tab for weight and Rx history
• Portfolio, Servicing: Premium Payment Dashboard

Improvements

• Settings, Interaction: link favourite internal recipients to a contact
• Reporting, Transactions: allow reporting on all transactions and counterparties
• Export Templates: Allow parameter values to be pre-defined lists
• Alerts: include a link to the maturity tracking match in alerts

Fixes

• Advanced search: clearing the name of the criteria causes the textbox to lose focus
• Home page: Saved searches opens behind favourites
• Advanced Search: switching between search types on the basic search can leave the grid with invalid columns
• Advanced Search: going to saved view can give a blank page
• Policy Verification: Previous Notes whitespace is not shown
• Login: Remove non-functional "Remember me" option

25 February 2026

Fixes

• Advanced Search: Errors after performing a search
• Home, Favorites: Tab text not visible

24 February 2026

Fixes

• Contacts: Cannot save contact with empty SSN

24 February 2026

Improvements

• Case, Documents: promote preview tab and mark old tab (legacy)
• Portfolios: Improve performance of the summary tab
• Servicing: allow recipient to onboard new cases for mirroring

Fixes

• Maturity Tracking: digest alert sent with "0 new maturity tracking matches" when only existing matches have been updated
• Portfolio: cases "All" tab does not match total case count when cases are in grace
• Reporting: "Use Transactions matching Search conditions" option no longer shows when reporting on a transactions search

10 February 2026

New Features

• Advanced Search: payment holiday search
• Case: add ability to delete case and documents completely

Improvements

• Portfolios: Improve performance of the Cases tab
• Case, Documents preview: Add single click download icon
• Servicing: DPW Verification and Disability Verification tasks

Fixes

• Maturity tracking: User is notified of matches which don't exist
• Case, Excel Importer: Importing fixer service doesn't handle attributes

27 January 2026

New Features

• Servicing: Policy Verification Templates

Improvements

• Structured Settlements Excel model improvements
• Split Annual Review automated Tag into two
• Portfolio Servicing: remember filter setting between logins

Fixes

• Error from Log: Custom fields Excel import error
• Error from Log: Transaction send failure when Maturity Age is not set
• Error from log, Document Miner: Document has no pages

13 January 2026

New Features

• Documents (Preview): add documents preview to all users
• Case, Insured: Add ICD10 codes

Improvements

• Tags: add Description field to Tag
• Excel Portfolio Upload: Improve upload error messages
• Servicing: Add ability to filter Lapse Risk Analysis cases
• Servicing: Add parameter to Wells Fargo report to exclude cases with Payment Hold tag

Fixes

• Case, Valuations: Overly technical error message when Valuation Template is unselected
• Portfolio Mirroring: editing an LE Report and checking "Mirrored" does not mirror the existing attached documents
• Actual Expected: use purchase date tooltip text is wrong
• Users, Edit Permissions: clicking near a checkbox can toggle the permission of the first checkbox in the list unexpectedly