Releases

ClariNet LS was last updated on 11 April 2024.

There have been a total of 344 releases.

Please contact us if you need more details about any release.

11 April 2024

Fixes

  • Portfolio, Case List: Empty Case Reference search applied to reports

10 April 2024

Fixes

  • Portfolios: favoriting a portfolio folder breaks the favorites list

09 April 2024

Epics

  • Case, navigation: improve navigation with favourites, hiding items and show insured sub pages

New Features

  • Case page: allow hiding navigation items
  • Transactions: “Overview” page
  • Users: add ability of Subscriber Admin to take ownership of a disabled user’s data

Improvements

  • Improve layout of Valuation Templates panel on portfolio valuation
  • AM Best Ratings: improve logging and observability
  • Case page: allow re-ordering favorites
  • Add ClearLife configurable banner to top of page for important messages
  • Portfolios, Monte Carlo: reduce the time it takes to download the forward prices export
  • Advanced Search Redesign: show which portfolios case is a member of
  • Portfolios (legacy): remove legacy portfolios

Fixes

  • Import, Payment History: Column headers should be case insensitive
  • Case, Policy : Increase Policy date input width

28 March 2024

Fixes

  • Case, Illustration: add missing illustration table features and improve typing performance

27 March 2024

Fixes

  • Insured, LE Reports: Document miner can run when another document is added
  • Case, Illustration: Correct “Enter” key press for the illustration table

26 March 2024

Fixes

  • Insured, LE Report: Document miner failing to start

26 March 2024

New Features

  • Case, Premium Schedules: add Premium Schedule (XLSX) export option
  • Transactions: submit new document to all counter parties
  • Users: add relative time tooltip to last login (e.g. 5 minutes ago)
  • Case page: allow favoriting navigation items
  • Provide current Standard v1.0.xsd file on ClearLife help site
  • Portfolios: basic portfolios access for all users

Improvements

  • Case, Premium Schedules: make the difference between “Premiums Paid To Date” and “Total Premiums Paid To Date” clearer
  • Case page: add insured sub-tabs to navigation
  • Portfolio, Valuation Results: Improve layout of portfolio valuation results
  • Show Locked out status on User Admin page
  • Deterministic single policy pricing display improvements
  • Case Lists: Open Case in new tab should follow default browser behaviour rather than forcing focus on the new tab
  • Case, Valuation: Add Survival Probability data to Deterministic IRR tab
  • Portfolios, Monte Carlo: add ability to abort an in-progress Monte Carlo
  • Admin, Exports & Reports: add the ability to “hide” reports
  • Case page: make navigation groups collapsible
  • Case, Illustration: convert table to new-style grid
  • Case, Documents: Add Document Miner to create Insured LE from uploaded document

Fixes

  • Users: users are not able to assign the “subset” edit roles when they have the full edit permission
  • Portfolios, Monte Carlo: process stays stuck in progress when a slice fails to process
  • Portfolios, Monte Carlo: progress bar is completely incorrect when running out of process

18 March 2024

Fixes

  • AM Best: Carrier ratings failing to import
  • Case, Cost/Maturity/Disposal: Read-Only access prevents the tab from showing

12 March 2024

New Features

  • Upload Data: allow locating cases by Public ID in Excel/XML imports
  • Case List, Reporting: show favorite reports as a new group when selecting report type
  • Help site: new help site
  • Portfolios: add action to go to Insured Consolidation limited to the Portfolio

Improvements

  • Admin, Export Templates: allow favoriting export templates
  • Portfolios, Cases: add reporting modal to be able to run reports on subset of a portfolio
  • Update AG Grid version
  • Admin, Export & Reports: allow favoriting reports
  • Single policy deterministic chart year numbers not visible
  • Case, Valuation: Reinstate IRR table on Deterministic tab

Fixes

  • Case, Premium Schedules: Ag-Grid conversion – make columns resizable and add column filtering when viewing saved PS
  • Portfolio Generator: certain weightings on joint life policies cause “weightings do not sum to 100%” error
  • Portfolio, Valuation: Deterministic pricing results Excel wrong column index on Break even calculation error

Tasks

  • Add Excel Portfolio Uploader Template v1.108

05 March 2024

Fixes

  • Case, Transactions: begin closing button does not work

28 February 2024

New Features

  • Insured Consolidation: add Portfolio selection

Improvements

  • Upload: Allow updates to existing Premium Schedules
  • User Invitations: for expired invitations, give users a more helpful message
  • Case, Valuation: improve the layout of deterministic and probabilistic tabs
  • Case, Premium Schedules: Convert each COI Account Value and Minimum Premium Account Value tabs to new style grid
  • Portfolio, Order tracking: implement Edit & Delete functionality
  • Portfolio, Reports: increase size of “Report Name” column
  • Transactions: add transaction history to summary
  • Insured Consolidation: add options to change matching criteria
  • Insured Consolidation: search insured reference as well as last name
  • Admin, Exports & Reports: add built-in reports list

Fixes

  • Portfolio, Portfolio List: the “complete move” button can be shown incorrectly
  • Alerts: alerts on case event do not send correctly
  • Portfolios, Risk Analysis: cashflows in some exports are shown incorrectly
  • Export Templates: exporting from search results gives a generic error message
  • Portfolios, Snapshot: refresh folder list when snapshot creates a new folder

16 February 2024

Fixes

  • Excel Portfolio Import: wizard can hang on “Please wait” or “Waiting for Custom Fields to complete”
  • Cases, Advanced search: adding cases to portfolio fails

13 February 2024

New Features

  • Add favourite star next to portfolio name when in portfolio
  • Policy: add Policy Value Expenses table

Improvements

  • Help: allow access to help pages without logging in
  • Remove lower EDIT button on Documents screen
  • Transactions list: Improve performance when sorting by Last Event and Last Event Date columns
  • Portfolios, Valuation: Clicking generate before all parameter data has loaded can lead to an error
  • Portfolios, Valuation: show all Custom IRRs used by any case in the portfolio (to match legacy page)
  • Portfolio, Mirroring: Update Portfolio pages to include Mirroring indicators

Fixes

  • Portfolios: tree disappears on small screen widths
  • Portfolios, Valuation: selecting more than 3 Custom IRRs results in generic error
  • Portfolios, Valuation: new view is slower than legacy view when fees template is used
  • Security Details, API Keys: Not possible to create multiple API keys without reloading page in between
  • Reporting: reporting pop-up parameters don’t always show the correct options when changing report
  • Case, Premium Schedules: Annual summary ages are 1 larger than they should be for years beyond the illustration
  • Portfolio, Summary: Correct summary chart categories
  • Case, Premium Schedules: Minimum Premium Account Values tab is highlighting the wrong columns when overrides are applied

Tasks

  • Add Excel Portfolio Uploader Template v1.106

01 February 2024

Fixes

  • Portfolio, Valuation: Value date can be 1 day behind picked date

30 January 2024

New Features

  • Advanced Search: add option to search Market Information
  • Portfolio Valuations: allow saving partially successful valuations

Improvements

  • Policy Valuation: add ability to create new valuation with parameters pre-populated
  • Case, Valuation: migrate the survival curve charts to new style
  • Transactions, Sent and Received: filter out transactions on archived cases
  • Case Excel Export: add loan repayment columns
  • Illustration page document control partially hidden by table
  • Add Excel Portfolio Uploader Template v1.105
  • Portfolios, Legacy: add banner warning of when the pages will be removed
  • Portfolio valuation: create new should pre-populate saved parameters
  • Premium Calculator UI: add insured ages, policy year and policy month to additional tabs

Fixes

  • Export Templates: ensure Extended DB Age and similar properties can be exported easily
  • Case, Transactions: tab can fail to load in rare cases
  • Demo Ts and Cs page: detect redirect loops, handle ReturnUrl
  • Case, Premium Schedules, COI: Users can no longer copy multiple cells from Excel and paste the into COI cells
  • Export Templates: generic error shown when exporting cases if the template file has a blank worksheet in it
  • Transactions: last event filter is not working as expected with closing cases
  • Document Alerts: Don’t alert for documents added to Submissions
  • Case, Transactions: When sending a Case, checkbox for email address automatically unchecks
  • Document miner: error using existing document on an unsaved illustration
  • Menus: middle click to open in a new tab does not work for all menu items
  • Import Portfolio: Small Portfolios may complete too quickly and miss Custom Fields completion event
  • Premium calculator: COI chart is showing extra data
  • Case, Premium Schedules: viewing the Minimum Premium Account Value tab of a saved premium schedule using loan repayment optimization shows incorrect payments
  • Case, Premium Schedules: user without access to policy verifications sees an unauthorized error when using the premium schedules tab
  • Insured, Insured Search: search text variant missing
  • Case, Transactions: ordering by last event date does not order by date

Tasks

  • Help Update
  • Help Update

17 January 2024

New Features

  • Transactions page: allow recipient to withdraw case for sender
  • Transactions page: add view for sent transactions

Improvements

  • Transactions page: add row menu item to decline a case
  • Transactions page, received transactions: add row menu item to withdraw the case from all recipients
  • Transactions page, received transactions: add row menu item to mark the transaction as withdrawn (by sender)
  • Case, Valuation: migrate the probabilistic valuation’s Realized IRR chart to new style
  • Case, Valuation: migrate the deterministic valuation’s Realized IRR chart to new style
  • Case, Premium Schedule: migrate COI chart to new style
  • Transactions: add “Outbid” to list of case decline reasons
  • Grids: it should be possible to copy fields out of new style grids
  • Transactions: minor improvements to UI
  • Transactions page: add row menu item to decline a bid
  • Transactions: improve display of who recorded an action on a transaction
  • Transactions page: add row menu item to record a bid
  • Excel Portfolio Import: improve performance of pre-import steps
  • Reports, Portfolio Charts: replace legacy charts with modern alternative
  • Premium Calculator UI: Add Surrender Charge column
  • Case, Import: Improve feedback when waiting for custom fields
  • Transactions: Add Received Date to received transactions list view and allow sorting on this column
  • Case, Transactions: allow users to favorite transactions
  • Transactions: Sending additional documents should indicate the original type

Fixes

  • Portfolio, Cases: when removing cases, changing page loses selected cases
  • Case, Insured: Add locked by name to Insured error
  • Excel Portfolio Import: import can appear to get stuck on “Importing…”
  • Transactions, Sent & Received: Page does not log out if user logs out on different tab
  • Closing Transaction: Counter party cannot always see all documents
  • Case, Transactions: Switching from Transactions list with a sort active causes 500 error
  • Transactions, Sent and Received: inline editing Bid Deadline column does not save the value

04 January 2024

New Features

  • Portfolios: grant all active users access to the new version and rename the old version to “Legacy”

Improvements

  • Custom Fields: improve resiliency to load spikes
  • Case, Premium Schedules: add insured age and policy month to manual premium schedule table

Fixes

  • Case, RDB: RDB should support copying and pasting from/to Excel
  • Case, Transactions: Editing Counterparty on a received transaction results in an error
  • Portfolios, Risk Analysis: generating a risk analysis fails with a generic error