2017 Releases

21 December 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5334 Portfolio: Add ability to archive all cases in a portfolio
CL-5332 Portfolio: New Export of Premium Schedules & NDB Streams
CL-5331 Portfolio: Add ability to create snapshots of portfolios

Improvement

CL-5349 Premium Calculator: Annual Summary should only be from Start Date
CL-5322 Pricing Settings: add paging and sorting
CL-5240 Solve for premium payment between AV date and Start Date
CL-5239 Allow users to enter negative value in illustration/VOC starting values

Bug

CL-5350 Portfolio Import: Carrier autofill not working for more than 2 carriers

14 December 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5242 Illustration Page: Capture and model policies with time varying lapse basis

Improvement

CL-5341 Excel and Xml Uploader: add more logging for Wizard steps
CL-5338 Pricing Settings: Handle situation where second user tries to acquire case lock
CL-5329 Five9: handle joint lives; ignore orphaned insureds; refine what is error, warning or information in the log
CL-5321 Pricing Settings: Remove popup, add edit area below table

Bug

CL-5345 Portfolio Import: Carrier autofill not working for multiple carriers
CL-5343 Documents Tab: Changing Document Type can cause prompt to select a document even when not applicable

26 November 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5303 Case Setup & Received Fields: Add new fields “Transaction Origination”, “Business Unit”, “Custom Bid Status”

Improvement

CL-5337 Upgrade infrastructure
CL-5335 Order Tracking: don’t change page when marking an Order as Completed
CL-5318 Pricing Settings: Add delete icons

Bug

CL-5336 Portfolio Monte Carlo: Add option to ignore date of death
CL-5328 Policy Valuations: illustration with no date causes page to crash

16 November 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Improvement

CL-5323 Insured Life: Add Confirmation when adding Insured
CL-5316 Five9 Auto Import: Improve Log and error messages
CL-5306 Pricing Settings: Load tab content when user clicks

Bug

CL-5324 Custom Report: Handle empty State for column ‘Ins1 CRM First State’
CL-5317 Case Summary: Issue viewing the Case Summary in IE11
CL-5313 Insured Verification Import: Handle if any column contains no data

10 November 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Bug

CL-5315 Closing: Whoops error when accessing closing screen

09 November 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Bug

CL-5312 Excel Export: monthly cashflow rows are being duplicated

08 November 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5250 Single Policy Valuation: new tab to show survival probability and cost basis over time

Improvement

CL-5308 Add Policy number and date to header section
CL-5301 Premium Schedule: Show Surrender Charges Adjusted for Loan
CL-5300 MAPS XML Import: Change Case Reference
CL-5298 Custom Reports: Add City, State and ZIP (separate fields) to Primary Insured and Secondary Insured CRM First Address
CL-5296 Custom Reports: Primary Insured/Secondary Insured: Add “Has Power of Attorney” for all POA Document Types and add “Has HIPAA Release”
CL-5252 Bid Management: Bid expiry – When enabled it should alert for existing future Bid expiry bids
CL-5238 Premium Schedule: Allow manual input of premium payments in optimizer for specified period
CL-5237 Premium Schedule: Allow more decimal places on COI manual input
CL-5204 Custom Reports: Add calculated field, “Rescission Period End Date”
CL-5064 Prevent double clicks in more places

Bug

CL-5310 Auto Import Five9: Add detailed log and enable last summary import log link
CL-5309 Fix issue with solving for mortality factor on short LE cases
CL-5304 Excel Export: Frozen Valuations cause invalid monthly cashflow sheets
CL-5297 Loan Repayment Case Causes Incorrect AV and surrender charge
CL-5288 Compliance Checklist PDF: error generating with large portfolios (600+ cases)

26 October 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5236 Calculated Premium Schedule: New tab to show annualized data

Improvement

CL-5293 Insured Verification: Display time of verification
CL-5282 Add Valuation Template Parameter to vary how lx is calculated from mqx
CL-5281 Speed up Case Summary when there is a lot of LE Reports and Illustrations
CL-5280 Add key shortcuts to top right Search box
CL-5175 Five9 Integration: use web connector to automate the creation of Insured Verification from Five9 call information
CL-5005 Allow user to specify default mortality otherwise default to 2015 ANB

Bug

CL-5292 Viewing some saved premium schedules causes Whoops screen
CL-5291 Servicing Tasks: fix timeouts, improve performance for Case Summary Servicing tab and for Portfolio
CL-5289 Fix error from log: Details of error sometimes not fully logged
CL-5286 Fix error from Log: Issue with checking fax status
CL-5278 Remove old redundant Health Status Tracking Follow-ups data and code
CL-5273 Allow users to import underwriter weightings that use custom mortality tables
CL-5272 Custom Reports: Combined Insured, add columns and improve UI

15 October 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Improvement

CL-5277 Insured Linking: add Linked Cases to Insured page

Bug

CL-5279 Help page stopped working
CL-5276 Excel Export: Valuations don’t export if monthly cashflow permission is not granted
CL-5275 Alerts & Notifications: Empty GraceNoticeDate causes error when trying to view Alerts

12 October 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5256 Add ability to import ‘Alternative 3rd Party’ XML data

Improvement

CL-5247 Excel Uploader/Bid Management: add Sent and Received Transactions (submit/bid/accept…) to Uploader
CL-5201 Custom Reports: add explanations for Portfolio Name, Seller State and State of Ownership

Bug

CL-5274 Speed up Case Summary when there is a lot of Documents
CL-5271 Fix error from log: alert email errors when sending multiple emails
CL-5268 Excel Uploader: Importing fails when “special setting” for large imports is enabled
CL-5267 Order Tracking: Insured or Case is sometimes set when not required – Portfolio Tasks & Follow-ups export crashes
CL-5266 Bid Management: Make tooltips & icons consistent for Received Transactions between Case List and Bid Management page
CL-5265 Insured Verifications: Fix for the pager
CL-5264 Period end dates in distribution report are each 1 period further away from period start dates
CL-5263 Excel export of cases with more than 1 valuation fail
CL-5262 Policy DBRider: web pages allow to 150, fix import to allow to 150 (currently 125).
CL-5230 Market information bid status not shown on bid management screen

21 September 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5213 Allow users to change ftp details for AutoImport and AutoExport
CL-5170 New uploader for Insured Verifications

Improvement

CL-5246 Bidding Transaction: add more options to Reason for Declining
CL-5243 Improve tabbing order on Case Setup Form, Insured tab and Policy tab.
CL-5228 Insured Linking: merge Documents under Insured (hipaa, medical records…) and under Healthcare Provider Medical Records
CL-5223 Bid Management: Notifications – add Bid Expiry

Bug

CL-5249 Excel Uploader: Business Unit is always erased from Case when not specified in uploader
CL-5248 Excel Export: Incorrect Decimal seperator when German culture set
CL-5245 Bid Management: Adding Sender Popup shows red error message when date is empty

12 September 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5212 Add admin page to show AutoImport and AutoExport logs
CL-5211 Task Runner: new AutoExport task to upload cases to xml automatically

Improvement

CL-5224 Insured tab: remove LSIG impairments
CL-5221 Allow application of premium lump sum payment at end of period
CL-5217 Bid Management: redesign table layouts, also in Case Lists
CL-5173 Insured Linking: don’t delete PS and Vals after linking, make PS manual and/or freeze Val only when key data changes
CL-5172 Insured Linking: repoint weightings correctly for Valuations and Case Settings after linking

Bug

CL-5233 Some premium Schedule XML fields are not being imported/exported correctly
CL-5222 XML Import: editing an existing Case crashes when Policy Rider Type already exists

24 August 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Improvement

CL-5216 Advanced Search: improve Closing Event performance
CL-5214 Bid Management, Market Information: make Status freetext, add Date and Notes fields; Keep history.
CL-5210 Add option to include Audit fields in internal xml export
CL-5195 Bid Management: Send Premium Schedule to recipient

Bug

CL-5219 Advanced Search: on-the-fly searches get saved to the database unnecessarily

17 August 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5194 Custom Reports: Add ability to duplicate Custom Reports

Improvement

CL-5206 Export: Adjust Broadriver submission format
CL-5202 Custom Reports: Add calculated field, “Total Cost Basis”
CL-5200 Custom Reports: Add Market Information Section
CL-5197 Custom Reports: Add bid management fields: Custom Bid Status, Contact at Counterparty, Add “Reason for Declining”
CL-5193 Rename Start Date to Optimization Start Date where appropriate
CL-5188 AV/CSV shown in assumptions sometimes displays NA
CL-5181 Custom Reports & Export Case as CSV: Fix for numeric policy numbers and case refs with leading zeroes getting removed on export
CL-5180 Insured Verifications: merge types “Contact Details” and “Health Status” into single type “Health And Contact Details”
CL-5179 Servicing Tasks: remove Insured Verification with type “Other” from date calculations
CL-5171 Insured Linking: merge lists of LE Reports, Insured Verifs, HSC, HCP and Medical Records
CL-4900 Portfolio summary table: use “Status” (OWN, SOLD, MAT…) instead of “Last Status” (Active, Open for Bidding…)

Bug

CL-5207 Auto Case Reference generates a backtick rather than an A when using PolicyCounterLetter in the template
CL-5198 Date lists are not rolling correctly when start date is after 28th
CL-5192 NLG data is missing from XML export of policy
CL-5191 Calculation of NLG premium is incorrect in certain situations
CL-5186 COI extrapolation is using incorrect number of data points
CL-5115 Fix error from log: Pricing Abort sometimes fails due to database problem

03 August 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5169 Insured tab, Servicing: add new Tracking Agent field
CL-5163 Case tab: Add Case Origination (Secondary/Tertiary)
CL-5137 Add features to handle some types of no-lapse guarantees
CL-4931 Implement Straight Aging

Improvement

CL-5190 Closing Transaction: after creating, go to Closing Summary (not home page)
CL-5185 Policy tab: add new field “ROP Maximum NDB”
CL-5184 Custom Report: Add Policy Product name from Policy tab
CL-5164 Bid Management: After updating a received bid, return to Bid Management screen
CL-5162 Incorporate premiums paid to date in NLG calculations
CL-5148 Bid Management: overhaul the page to show Sent Transactions, Received Transactions and Market Information on one page
CL-5122 Fix error from log: User import of cases with floating point maturity date

Bug

CL-5183 Deterministic pricing mode Value Date not working on single policy pricing
CL-5176 Bid Management: Prevent deleting Custom Bid Status if in use
CL-5165 Auto Case Reference does not work on Case Setup Form (Case Ref ends up blank)
CL-5160 Determine source of whoops errors when pricing cases with missing data
CL-5158 Some Valuation template parameters are exported to excel in incorrect format
CL-4633 Add additional LE selection and blending rule types

29 June 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5143 New Export format: BroadRiver submission zip package

Improvement

CL-5155 Insured Verifications: allow Confirmed/Attempted for all types and show in table
CL-5154 Policy Product: save optional blank fields as blank, not zero
CL-5152 Make ClariNet admin log page faster
CL-5150 Remove built-minimized files from source control

Bug

CL-5153 Loan Repayments in Illustration cause incorrect COI curve
CL-5151 Median LE50 solver sometimes fails
CL-5149 Saved valuations are missing fields
CL-5146 Insured Life, Documents: Editing description or date doesn’t get saved
CL-5139 Management fees are only used in portfolio generator

14 June 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Improvement

CL-5135 Refactor code: remove unneeded using directives
CL-5129 Cleanup Subscriber administration and roles
CL-5116 Policy, Insured and Servicing tab: add “info zone” around Group Policy fields and make simple labels showing “as of” date
CL-5111 Add new age basis type to handle ANB calculated monthly

Bug

CL-5144 Importer: DisposalType overwritten by blank value on import
CL-5141 Servicing Tasks: Remove Matured, Sold and Surrendered policies
CL-5140 Datepicker: Change message that shows when pasting into a datepicker field to be clearer
CL-5138 Insured Lives: Add Most Recent Notes to Healthcare Provider list
CL-5134 Fix error from log: Client Disconnected message
CL-5133 Fix error from log: Whoops on Case Summary for some cases only
CL-5132 Fix error from log: Premium Payments Import crashes on duplicate columns
CL-5131 Fix error from log: Server error on some dropdowns on the Servicing Settings screen
CL-5130 File uploader: Log invalid file extension as verbose error
CL-5128 Premium Payments Report shows first payment address it finds for carrier
CL-5127 Fix error from log: Actual Vs Expected, when PS is incomplete, error is logged instead of shown to user

26 May 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Bug

CL-5126 Fix error from log: unknown file extension generates error, not shown to user
CL-5125 AutoImport: final email is not sent
CL-5121 Fix Error from log: illustrations without illustration date can cause crash
CL-5120 Error in deployment process
CL-5119 Fix Error from log: fields in Payment Information in CRM can be too long
CL-5113 We allow very large maturity ages which then fail on pricing
CL-5077 Portfolio summary shows attained age of deceased insured lives

23 May 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5102 Health Status Contacts: Add Fields to Custom Reports
CL-5050 Group Policy, Servicing: Add new Servicing frequency (21 days)
CL-5049 Group Policy, Servicing: New Tasks (Insurance Verif, DPW, Employment, Disability)
CL-5048 Policy, Servicing and Insured tabs: Add readonly Group Policy fields
CL-5047 Group Policy, Insured Verification: show Alert if Employment changes to Terminated

Improvement

CL-5114 Enable caching on user searches
CL-5109 Prevent use of google analytics in development
CL-5106 Allow LE blending and weighting rules to sum to more than 100%
CL-5103 Improve bundling and minification for js files

Bug

CL-5112 Fix error from log: listing Events in Report popup sometimes times out
CL-5110 Fix error from log: Invalid single policy valuations can be saved
CL-5073 Group Policy, Insured Verification: Tab needs to hide if servicing permission not granted
CL-5055 Group Policy, Policy Verification: Correct incorrect titles in Excel Uploader

02 May 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5046 Group Policy: Insured Verification: Add new fields for XSD, Excel Uploader and Custom Reports
CL-5045 Group Policy: Insured Verification: Short / Long Term Disability
CL-5044 Group Policy: Insured Verification: Employment

Improvement

CL-5097 Avoid excessive database calls on ClariNet homepage to make it faster

Bug

CL-5101 Fix error from log: prevent whoops page when importing cases with incorrect age basis type
CL-5100 Fix error from log: Documents tab, Document Templates, Populate icon sometimes fails
CL-5099 When viewing a ClariNet generated premium schedule the COI chart disappears
CL-5098 Calculating break even date of death uses wrong solver which makes it slow
CL-5096 Fix error from log: Improved error message that is caused by editing the same CRM entity twice
CL-5095 Probabilistic pricing tab on single policy sometimes fails
CL-5038 RAP is not being correctly handled with monthly premium optimization and for payments in a stub period policy year

14 April 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5094 When using Monthly Longevity calculation type, assume u/w dates after 28th are on the 28th

Improvement

CL-5089 Improve COI calculator code
CL-5079 Refactoring: move pricing testing code out of BusinessServices

Bug

CL-5093 Fix premium leg survival probability and accrual in Monthly Longevity calculation
CL-5090 Valuation page: DOD is not showing
CL-5088 Fix error from log: login sometimes fail with “unavailable” because of duplicate data
CL-5087 Fix error from log: improve error message when generating Illustration-based Premium Schedule when the illustration does not have a Premium Mode
CL-5083 Fix error from log: datepicker allows some extreme invalid dates which cause errors

06 April 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5059 New “Monthly” Longevity Pricing Type (in addition to existing “Exact” and “Exact with one month delay”)
CL-5043 Group Policy: Insured Verifications: General Tab
CL-5024 Automate Release Notes: generate email

Improvement

CL-5084 Excel Uploader: improve error when uploading PS and Face Amount has error
CL-5080 AutoImport: reschedule automatically if initial ftp client connection fails
CL-5078 Clean up formatting in Excel exporter

Bug

CL-5076 Fix error from log: Valuation Settings can error when selecting some specific VOC
CL-5075 Fix error from log: Organisation page lets user enter too many characters in text fields
CL-5067 Fix error from log: Save button on document list.

28 March 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5052 Group Policy: Insured Verification: Change/Move Journal to Insured Verification in its own Tab

Improvement

CL-5060 Script database backup tests and increase transaction log retention to 7 days

Bug

CL-5066 Aged LE not correctly calculated for lx blended curves
CL-5065 Lx weightings are not being applied correctly
CL-5063 Weightings do not add to 100%: new 100% Most Recent wrongly inserted
CL-5058 Value Date appears twice in survival curve

17 March 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5041 Custom reports: filter/search columns by name
CL-5039 Add lx blending
CL-5035 Group Policy, Policy Verifications: add DPW to Excel uploader and custom reports
CL-5002 Group Policy, Policy Verifications: Add Insurance Verification to Excel uploader and custom reports
CL-5001 Group Policy: Policy Verifications: Disability Premium Waiver
CL-5000 Group Policy, Policy Verifications: Add Insurance Verification

Improvement

CL-5053 Help: split Topics with sub menus and automate Overview page
CL-5040 Add NPV Example and cleanup formatting on excel exporter valuation page
CL-5032 PDF generation: load xslt files from disk

Bug

CL-5042 Valuation page: spinning cursor shown when changing blends
CL-5037 Excel Importer: Some fields not updating an existing case
CL-5034 Realized IRR includes premium payments after sale date on sold policies
CL-5033 Closing, Document Verification: force line break in middle of long url entered in comments
CL-5029 COI chart shows negative COI values in positive area
CL-5011 Policy Verification and Illustration tabs: Delete goes to Case tab in edit mode

28 February 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

Improvement

CL-4985 Simplify Pricing Model Interface

Bug

CL-5027 Layout of premium calculator has been shifted by Policy Year
CL-5026 Premium calculator fails when coverage is beyond illustration length
CL-5025 Issues with Release Process

27 February 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-5015 Group Policy: Policy Verifications: Add counter party field
CL-4995 Group Policy: Verifications: Retitle VOC as Policy Verifications

Improvement

CL-5022 Custom Reports: add a user defined “fixed value” column (same text on all rows)
CL-5021 Custom Reports: add Grace Notices
CL-5020 Custom Reports: add Outstanding Order Tracking
CL-5019 Remove Journal under Insured/Servicing/Medical Records
CL-5018 Custom Reports: add Insured/Servicing/Medical Records
CL-5017 Custom Reports: add VOC/Policy Verification
CL-5012 VOC dropdown list on Premium Schedule page and Report popup must show VOC and Annual Statements Only
CL-4999 Group Policy: Policy Verifications: Split page into Tabs
CL-4998 Group Policy: Policy Verifications: Add new Verification Type
CL-4997 Group Policy: Policy Verifications: Rename Verification Type into Communication Type
CL-4996 Group Policy: Policy: New Fields
CL-4991 Improvements to premium calculator page
CL-4928 Custom Reports: Add Illustration main data (not rows), and some LE summary fields

Bug

CL-5016 Servicing Tasks/Medical Record Orders: use last Received date and not last To date to drive reminders
CL-5014 Servicing Tasks: when Last Activity Date is empty, Next date is out by one year
CL-5008 Zero underwriter weightings should not be imported
CL-5007 Bug in Help site

13 February 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-4987 Export: NAIC Number export

Improvement

CL-5004 Speed up Case Summary
CL-4983 XML export: em-dash issues and improve error reporting
CL-4959 Cost/Maturity/Disposal tab: add IRR to the list of calculated fields (equivalent to the Profit figure)

Bug

CL-5003 Prevent double click on buttons and show waiting cursor on click
CL-4993 Error deleting a Custom LE which is used in a Portfolio Valuation
CL-4990 Calls to LogPricingCall with NULL case reference result in whoops
CL-4988 Illustration Lump Sum Payment Amount and Date are not imported/exported from XML
CL-4986 Documents tab, error when clicking SAVE and “Linked Entity” dropdown says “please select”.
CL-4982 Portfolio Valuation CSVs contain zeros for cases that weren’t in the portfolio
CL-4980 Premium Schedules: Show table parameters when editing a Manual Premium Schedule

27 January 2017

Today, we have released a new version of ClariNet LS! Please contact us if you need more details.

New Feature

CL-4918 Allow monthly optimisation
CL-4917 Allow lump sum payments to reduce future premiums

Improvement

CL-4981 Custom Reports: sort list by name on Admin page
CL-4978 Journal Events: remove Contact Details (to allow deletion of phone numbers in CRM)
CL-4973 AutoImport improvement: Improve the logging in the Listing task
CL-4891 Cost/Maturity/Disposal tab: Add Distribution Date field to Maturity section (and add to Custom Reports)

Bug

CL-4979 Premium Schedules: Two Generate Table buttons when creating Whole Life / Term Life calculated schedules
CL-4977 Advanced Search: a saved portfolio search with no name causes error
CL-4976 Adding case to portfolio with existing valuations causes crash
CL-4975 Servicing, Medical Records: Incorrect “Most Recent Records” date on Healthcare Providers that haven’t provided a record

23 January 2017

We have been busy since the last release notes we sent back in September 2016.
From now on, we will not include release notes with each release, but instead dedicate that time to improve the corresponding Help pages found directly from within ClariNet LS.
Releases will also occur more frequently. They will therefore appear to be smaller. This allows us to improve quality and reduce the time it takes to get a feature out to you.

Here is a roundup of all recent improvements, new features and bug fixes to ClariNet LS. Please contact us if you need details about a particular item.

New Features & Improvements

CL-4965 AutoImport improvement: optimize validation
CL-4964 AutoImport improvement: log error and continue when invalid filename is encountered
CL-4963 AutoImport improvement: files should be downloaded per case, not for the entire import
CL-4962 AutoImport improvement: if Case locked by another user, import should continue to next Case, not crash
CL-4957 AutoImport improvement: allow mht and m4a extensions; ignore invalid extensions during Listing not Case update.
CL-4929 AutoImport: add more options to parse Document Types and place document in correct entity
CL-4952 Excel Uploader: Improve import time
CL-4948 Excel Uploader: CRM consolidation wizard step is taking too long for large portfolios
CL-4867 Excel Uploader: Add Case/Agent+Broker+Provider+Investor+Irrevocable Beneficiary
CL-4883 Custom Report: ability to export LE Reports selected in Valuation Settings (Val or A2E)
CL-4890 Custom Report: add Florida Underwriters License Number
CL-4889 Custom Report: add Broker postal address
CL-4937 Custom Reports: add all newly recently added fields (Policy in particular)
CL-4881 Replace Excel Addin (xla/xls) by proper Excel export (xlsx)
CL-4936 Latest VOC report: add new VOC fields

CL-4940 LE Reports: add Medical From/To and Underwriting Type to Custom Reports.
CL-4921 LE Reports: add Elevation Underwriting, Predictive Resources and LSI
CL-4927 VOC, new fields: Annual COI, Annual Charges, PaidUp Additions Purchased, Total Paid Up Additions, Accumulated Dividends, Dividend Applied To Premium, Dividend Paid In Cash, Next Year COI + new type “Annual Statement”
CL-4941 Policy: new fields Dividend Option, Non-Forfeiture and Renewable. Make Death Benefit Type and Participating available to all policies
CL-4925 Policy, new fields: Conversion Expiry Date, Renewal Term, Grace Period, Insureds Underwriting Class + Ensure Age Basis and Lapse Basis are optional on UI
CL-4924 CRM, new fields: “do not contact” + new address types: Regular Mail/Overnight/Physical + add middle name to Excel uploader + 3rd phone and description
CL-4923 Premium Schedules, new fields: Premium Mode
CL-4922 New Status field: add PEND for Maturity Claim Pending

CL-4960 Health Status Contact: add “Do Not Contact” to table on Insured tab, and add First Name and Last Name to Custom Reports (separately)
CL-4926 Health Status Contact: add column “Preferred Contact Method”
CL-4949 Servicing: Customer Service and Payment contact details not set from Importer
CL-4938 Servicing: Split Customer Service and Premiums contact details, add Addressee to CRM Address

CL-4898 Add ability to stress premium stream by a multiple
CL-4914 In premium calculator allow Guaranteed crediting rate option
CL-4911 Reasonable pricing errors are logged which shouldn’t be

CL-4899 Add ability to filter portfolio by name
CL-4970 Comments: fix pager and sort by date
CL-4945 Speed up Insured Consolidation page
CL-4906 Shorten broker text
CL-4904 Add insured last name to closing dashboard/report
CL-4894 Closing Dashboard adjustments
CL-4888 Compliance Checklist: allow PDF export for portfolio or case list (not just single case)
CL-4887 Handle number format errors on excel portfolio importer
CL-4885 Advanced Search: Policy Product seems to show duplicate, add Carrier name
CL-4884 Faxing: allow Doc to be picked from disk, not Case Documents.

Bug

CL-4969 Auto Importer does not import I_ documents
CL-4966 Custom Reports: LE Reports A2E weightings are sometimes blank
CL-4958 Excel Uploader: occasional bug with Contact Address and CRM
CL-4956 Case Agent: selecting an Individual shows an error message on UI or crash Excel Importer
CL-4955 Excel Importer: bug on Wizard, can’t move to next step