2015 Releases

03 December 2015

1. [fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][CL-4639] – Custom report builder
2. [CL-4684] – Custom case list columns
3. [CL-4724] – Documents tab: line up columns to ease reading
4. [CL-4721] – Update ClariNet logo
5. [CL-4701] – Avoid logging entire contents of XML import
6. [CL-4722] – Remove obsolete View Help item in Help menu

Bugs

1. [CL-4658] – Cap loan repayment and cash withdrawal
2. [CL-4703] – Xml Import: very long text in Underwriters text fields cause errors
3. [CL-4723] – VOC page: fix misalignment of first column in Date Picker layout

Release Notes with screenshots and how-tos are here: Release_Notes_201512.pdf[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

28 October 2015

Realized IRR changes, more flexibility in Portfolio Valuation weightings, changes to reports, new Status column, new fields such as Sold and Surrendered information and other improvements and fixes…

New Features & Improvements

1. [fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][CL-4687] – Realized IRR to include Sold and Matured cases
2. [CL-4688] – Portfolio Valuation: ability to select A2E settings
3. [CL-4675] – Add AMBest rating and LE report weightings (from Valuation Settings) to Portfolio CSV export
4. [CL-4683] – Case List: New column for blank/owned/matured/sold/surrendered
5. [CL-4677] – Sent/Received Transaction: add Origination (Secondary/Tertiary)
6. [CL-4678] – State Reporting CSV = Add “Highest Bid Origination” column
7. [CL-4676] – Closing Transaction: Show ALL documents on Documents tab (no just Closing docs)
8. [CL-4682] – Cost/Maturity tab: add Proceeds date+amount (Sold/Surrendered), and calculate potential profit
9. [CL-4692] – Cost/Maturity tab: include Fee Payment History in Profit calculations and adjust Maturities Report (CSV/PDF)
10. [CL-4630] – Case Setup Form: add Smoking Status to existing LE Report popup

Bugs

11. [CL-4537] – Building Blocks: Word doesn’t list all the ClariNet blocks in Quick Parts dropdown
12. [CL-4691] – Calculate Realized IRR checkbox is missing from Portfolio Valuation page
13. [CL-4694] – Disabled textbox doesn’t show tooltip
14. [CL-4696] – Fix issues with Deterministic tab

Release Notes are here: Release_Notes_201511.pdf[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

01 October 2015

New Monte Carlo Extensions: Portfolio Generator and new Distribution Analysis report for Monte Carlo. New Advanced searches (Business Unit, Policy Product and Maturity) and other improvements and fixes…

New Features & Improvements
[CL-4624] – Portfolio Management: Portfolio Generator
[CL-4671] – Monte Carlo: Distribution Analysis Report
[CL-4517] – Advanced Search: Add Business Unit, Policy Product and Maturity searches (not based on Case Status)
[CL-4670] – Add Business Unit to Excel Portfolio Importer
[CL-4558] – Add Other and Other Payee to Price Allocation/Recipients
[CL-4667] – Allow user to see errors in COI calculation
[CL-4660] – Implement new document storage

Bugs
[CL-4668] – Show correct Death Benefit during COI and minimum premium calculation
[CL-4669] – SmartSearch: Surviving Insureds counts all insureds, dead or alive. Create two separate searches.
[CL-4672] – Extra column appears in portfolio valuation

Release Notes are here: Release_Notes_201510_v2.pdf

31 July 2015

Portfolio valuations with historical payments, new zoomable, draggable and resizable charts, faster data entry in VOC, improved document sending in Bidding and Closing and other improvements and fixes…

New Features & Improvements
[fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][CL-4593] – Add historical payments to portfolio valuation
[CL-4615] – Use new charts in COI and Monte Carlo (zoomable, draggable, resizable)
[CL-4596] – VOC: pre-populate some fields to speed up data entry
[CL-4519] – Add ability to send extra documents to Provider during Bidding or Closing
[CL-4579] – Add Documents page to Closing Transaction
[CL-4580] – Show all Closing Documents on the Case Summary/Documents tab
[CL-4548] – Policy tab: add “Issuing Carrier” free text box (not linked to AMBest) for State Reporting

Bugs
[CL-4528] – Excel Add-in Export template: Base Scenario index shown as percentage (100% instead of 1)
[CL-4600] – Maturities report: “Average LE at Maturity” doesn’t always display correctly
[CL-4617] – Attempt to export a portfolio fails
[CL-4618] – IRR Export scenarios not available when viewing a saved portfolio valuation
[CL-4619] – Null Mean LE50 in LE reports causes portfolio summary page to crash
[CL-4620] – Viewing valuation of portfolio containing matured case fails
[CL-4621] – Fix issues with loans
[CL-4622] – Password reset/forgot password looks like nothing is happening

Release Notes are here: Release_Notes_201508_v2.pdf[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

13 April 2015

Loan Cases, more payment options in Calculators, Portfolio Valuation exports improvements, Grace Notices, Order Tracking with Follow-ups, email notifications, Premium Schedule servicing task and other improvements and fixes…

New Features and Improvements
• [fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][CL-4486] – Model Loan Cases where ongoing interest is paid
• [CL-4488] – Add flexibility to payments between AV Date and Start Date in the premium calculator
• [CL-4522] – Portfolio Valuation: Add Blended Implied MF column on result table (as Single Policy Pricing)
• [CL-4523] – Portfolio Valuation: Add CSV export for results table, and add to ZIP export on valuation list
• [CL-4373] – New Order Tracking page, with multiple follow-ups per Order
• [CL-4380] – New Grace Notices functionality
• [CL-4503] – Add email notification for changes in Case Status, completion of a Closing Event, new Transaction and uploading of certain Doc Types
• [CL-4381] – Add “Premium Schedule Update” as a new Servicing Task
• [CL-4504] – On Case Summary, display list of Portfolio names containing that Case in top left of screen
• [CL-4506] – When entering Maturity information, only DOD should be required
• [CL-4372] – Add Healthcare Providers to Excel uploader
• [CL-4449] – CRM: Make fields in Payment Method not required (other than Method)
• [CL-4556] – Closing: make “Closing Process Started” and “Closing Cancelled” editable with a date picker

Bugs
• [CL-4531] – NDB Payment occurs in CSV for maturity paid policies
• [CL-4572] – Premium Schedules Contain Large Initial Payment
• [CL-4533] – Journal Events and Medical Records docs (from Insured Servicing section only) not shown on Documents tab
• [CL-4569] – Bidding Transaction: Date Validation incorrect on resubmitted case
• Other changes

Release Notes are here: Release_Notes_201504_v1.pdf[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]