2016 Releases

09 September 2016

New Features and 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-4866] – Add extra rows showing unblended valuations on valuation page
2. [CL-4863] – Tasks and Follow-ups report: add two options in popup (choose tasks or orders, and outstanding or all) and extra Order columns
3. [CL-4868] – Excel Uploader: In Insured section, add Life Settlement Date, Country+State of Residence, Meds Start+End Date
4. [CL-4869] – Order cases by logical Case Reference

Bugs

5. [CL-4827] – Creating journal entry inside medical record page causes whoops
6. [CL-4828] – Adding a medical record from healthcare provider causes whoops when you click to add journal entry
7. [CL-4862] – Fix tabbing issues on single case valuation page
8. [CL-4865] – Abort button not working on portfolio calculation pages
9. [CL-4870] – Click Add Insured and Cancel on single life policy results in Joint Life Payout Type set to Second To Die.
10. [CL-4871] – Portfolio Summary: Minimum insured age is always 0
11. [CL-4872] – Cases with very short LE fail to solve for mortality factor
12. [CL-4873] – Search by portfolio name: no result if name contains % sign
13. [CL-4874] – Case Setup Form: Policy Type (universal, whole…) is not saved correctly

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12 July 2016

New Features and Improvements

1.       [CL-4841] Password security improvements

2.       [CL-4825] and [CL-4839] – Send Fax directly from ClariNet

3.       [CL-4814] – Generic Word Templates admin page + download

4.       [CL-4810] – Export Premium Payment History and Fee Payment History

5.       [CL-4823] – Give users the option of monthly cash flows in the distribution report

6.       [CL-4480] – Portfolio Summary: split stats “Nb of Insured Lives” into “Surviving” and “Deceased”

7.       [CL-4831] – Custom Reporting: add extra servicing columns for Premium Payment Instructions report [CL-4808] – Custom Reporting: add Health Status Contacts, Journals, and Hipaa date

8.       [CL-4836] – Servicing Medical Records: make date fields optional

9.       [CL-4837] – Create Case Form: Make Country of Residence and State of Residence optional

10.          [CL-4838] – Bid Management: display Contact for Counterparty (and allow edit)

11.          [CL-4812] – Add missing Policy fields to Excel Importer

12.          [CL-4834] – Improve pricing checks for missing LE Reports and Weightings

Bugs

13.          [CL-4804] – Fees are being calculated using the illustration NDB instead of PS NDB

14.          [CL-4824] – Portfolio generator ignores valuation settings

15.          [CL-4806] – First Premium is Annualized flag is ignored on illustration

16.          [CL-4807] – Portfolio Valuation ignored Disposal Amount, Date and Type.

17.          [CL-4826] – Servicing tasks with frequency of every two years not show with correct due date

18.          [CL-4830] – Portfolio Composition should show archived cases

19.          Additional bug fixes

29 April 2016

Today, we have released a new version of ClariNet. It contains a new help system and some small improvements and fixes.

The new help system will allow us to easily provide more help content. The creation of content is quick and straight forward. Any support answer that we think would benefit all users can be added quickly and easily (like a knowledge base). The help now opens in a new web browser window, so you can read it at the same time as working on ClariNet, no more cumbersome PDF documents. The Glossary will help clarify terms that can sometimes lead to confusion (such as Policy Date or Issue Date). Please bear with us as we convert the old FAQs to the new format and gradually add more information.

New Feature
[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”][CO-4] – Implement Help system with CMS

Improvements
[CL-4787] – Speed improvement to Newton Raphson solver
[CL-4793] – Add Case Reference column to RollingXX and Premium Payment Instructions reports
[CL-4794] – Add Carrier Address dropdown to Servicing tab
[CL-4799] – Add Carrier Fax dropdown to Servicing tab
[CL-4800] – VOC: show Servicing Carrier fax and address in info zone
[CL-4796] – Custom Reporting: add Provider info from Closing/Price Allocations

Bugs
[CL-4761] – Issues on single policy valuation screen when using Custom IRR
[CL-4798] – VOC and override values are sometimes ignored
[CL-4797] – Closing, Price Allocations: “Completed On” date gets automatically inserted
[CL-4795] – Replace word “Registration Phrase” by “Registration Key” in user invites

Please contact us if you need further information on any of these items.[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

23 February 2016

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-4754] – Custom Reporting: allow users to show multiple items from collections (LE Report…)
2. [CL-4755] – Custom Reporting: add option to output one row per transaction (not just one row per case)
3. [CL-4768] – Custom Reporting: cases/transaction in columns rather than rows (transpose)
4. Export Premium Schedules
5. [CL-4753] – Custom Reporting: expand/collapse icon for each section
6. [CL-4756] – allow users to search transactions (not cases) by date range and event type
7. [CL-4739] – Portfolio CSV Export: speed it up by using Custom Reportings (bypass xml)

Other Improvements

1. [CL-4749] – Policy Carrier: Add more details to AMBest tooltip, like AMBest Company Number
2. [CL-4760] – Add Death benefit Type to advanced search
3. [CL-4751] – Remove LegalEntity ReferenceCode (related to AmBest ingest)

Bugs

1. [CL-4758] – Use of management fees causes whoops when exporting valuations
2. [CL-4759] – IRR export scenario setting are not being displayed as percentages
3. [CL-4763] – Single Case Valuation: ensure Premium Schedule from Val Settings is selected
4. [CL-4764] – If a realized IRR calculation fails on portfolio valuation screen, saving fails
5. [CL-4766] – Advanced Search, Last Closing Event: inconsistent results when multiple events have same date
6. [CL-4767] – Advanced Search: Closing Counter party doesn’t work when selecting more than one

Release Notes with screenshots and how-tos are here: Release_Notes_201602_reporting.pdf[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

27 January 2016

New Features

• Generate offer letter automatically from Bid Management page
• Bidding Transaction page (cases/bids/Default.aspx): Allow any doc to be added, same uploader as Docs tab on Case Summary

Improvements

• Don’t delete Schedules and Valuations when changing key data (like Insured DOD)
• Bid, Bid Information section: Add Retained Death Benefit (amt or %) fields
• Remove OpenXML 2.0
• Add a “NOT” operator to Search
• VOC: Add Policy Date in “Carrier” information box
• Portfolio Valuation/Summary Results: include Purchase Date and Maturity Date in exported data
• Admin/Export Settings: change default setting for Excel version from 2003 to 2007+
• Valuation List: move Excel Template Case export to top of page instead of one per row

Fixes

• Case Merging: deletion fails because of alerts
• Valuation PDF report shows blank 2nd insured
• Xml Import/Export: some “invalid” live data cannot be exported, and some exported xml cannot be imported due to validation

27 January 2016

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-4679] – Generate offer letter automatically from Bid Management page
2. [CL-4681] – Bidding Transaction page: Allow any doc to be added, same uploader as Docs tab on Case Summary
3. [CL-4711] – Add a “NOT” operator to Search
4. [CL-4685] – Don’t delete Schedules and Valuations when changing key data (like Insured DOD)
5. [CL-4641] – Portfolio Valuation/Summary Results: include Purchase Date and Maturity Date in exported data
6. [CL-4680] – Bid, Bid Information section: Add Retained Death Benefit (amt or %) and NDB fields
7. [CL-4747] – VOC: Add Policy Date in “Carrier” information box
8. [CL-4746] – Valuation List: move Excel Template Case export to top of page instead of one per row
9. [CL-4745] – Admin/Export Settings: change default setting for Excel version from 2003 to 2007+

Bugs

1. [CL-4743] – Case Merging: deletion fails because of alerts
2. [CL-4744] – Valuation PDF report shows blank 2nd insured
3. [CL-4705] and [CL-4706] – Various Xml Export fixes

Release Notes with screenshots and how-tos are here: Release_Notes_201602.pdf[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]