2018 Releases
ClariNet LS was last updated on 07 June 2023.
There have been a total of 299 releases.
Please contact us if you need more details about any release.
20 December 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5914 Portfolio Valuation: Add breakeven calculations
Improvement
CL-5968 Excel Uploader, Premium Schedules: Add Valuation/A2E Setting and NDB Payments
CL-5847 Pricing: show an implied mortality factor for valuations where there are multiple LE reports and mqx/lx blending
Bug
CL-5982 Admin, Users page: Page fails to load in rare circumstances
CL-5981 Excel Addin Authenticator doesn’t work
CL-5977 Portfolio Snapshot: Linking Insured can interrupt a running Snapshot
13 December 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5970 Auto Import: Email is not populating “Files Added” or “Affected Cases”
CL-5969 Auto Export: Error exporting Case XML
11 December 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5962 Excel Uploader: Add Maturity Information
Bug
CL-5967 Auto Export: Documents failed to upload using FTP over TLS
CL-5961 Cost/Maturity/Disposal Tab: Include Other Costs In Irr setting is not being set correctly
CL-4689 XML import sets some illustation fields to non-NULL values incorrectly
07 December 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5942 AutoExport: automatically upload documents to 3rd party by ftp
CL-5934 Case Summary: Make top bar (Case Ref, Insured Name…) react to changes from new-style tabs
CL-5880 Case Summary, Insured Tab: Load LE Report list on tab click only
CL-5879 Case Summary, Insured Tab: Edit main Insured section directly on the tab, without changing page
Improvement
CL-5871 Pricing: In liability management show fails of individual tranches
Bug
CL-5956 Portfolio Pricing: weightings error shown incorrectly for 3 LE Report Cases
CL-5954 User Admin: Unable to reset User Password
CL-5948 Case Summary, Premium Schedule: Change Validation to match Excel Uploader
CL-5932 Single Case Pricing: joint life Case with deceased with no LE Reports prevents scratchpad from working
CL-5930 Error From Log: Error populating Underwriter Reports when sending a Case
CL-5925 XML Import/Export of underwriter report causes issues with Unknown/IMU
CL-5749 Premium Schedules Upload: Display user friendly message if “PricingDate” is missing
23 November 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5938 Closing Checklist Templates: Add a Copy button to the Admin page
CL-5904 Audit Log: Change Audit table structure and implement new Client Audit Type
CL-5842 Alternative Portfolio XML Importer: adjust format (including fixing illustration fields)
CL-5770 AutoImport/Export: upgrade to allow disabling of old deprecated TLS1.0 encryption in ftp
Bug
CL-5943 Case Summary, Insured Servicing Tab: State dropdown not populating based on Country
CL-5939 Error From Log: Don’t log when attempting to delete a Contact Detail in use
CL-5937 Closing Transaction: Fixes to Closing Checklist and Document Verification
CL-5895 Case Summary, Premium Schedule: prompt user to recalculate the Premium Schedule when key data is changed
20 November 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5933 Lyric Export: Add Medical Records to the document export
CL-5878 Case Summary, Insured Tab: Split tall page into sub-tabs
CL-5877 Case summary, Insured Tab: Split Joint Life Insured into separate tabs
CL-5763 New Excel Report: Final Pricing
30 October 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5924 Error from log: Fax error code ‘CallFailed’ causing faxing to fail
CL-5923 Pricing: Mortality factor solver for Fasano mortality tables fails
CL-5917 Bid Management: Clicking on Sent / Received Transactions may timeout
CL-5873 Error from log: Error when saving documents in certain scenarios
22 October 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5913 Monte Carlo: Improve performance with large Portfolios
CL-5711 LE Reports: Add Underwriting Type (Method) and Certificate ID fields to LE Report (not required, and to all import/export)
CL-5696 Custom Reports: Add AVS Primary Impairment
Bug
CL-5920 Portfolio XML export can fail during validation
CL-5918 Contract Package Defaults: Admin page does not show the correct order of Documents
CL-5869 Liability Management: undrawn fee is charged on the liquidity facility beyond end date
08 October 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5857 Medical Records: Clean up old data from the Insured Verifications migration
Bug
CL-5866 Auto Import: Importing PDF documents failed on 28 September 2018
CL-5865 Pricing: If no Purchase Date or Purchase Cost has been set on case deterministic pricing fails
CL-5844 Imports: Optional Illustration Row properties should be optional in Case uploads
CL-5823 Insured Consoliation: Linking Insureds with Healthcare Providers can error
CL-5792 Case Summary & Import: Selecting or Importing invalid CRM causes a generic error message to be shown
CL-4301 Business Gateway: Improve backend code and stop being able to create invalid constraints
27 September 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5859 Admin Log: Improve logging and Log page speed
CL-5855 Documents: support PDF files using encryption revision 6 (AES 256)
CL-5848 Pricing: add option to include Purchase Other Costs in Realized IRR calculation
CL-5845 Upgrade database connection layer
Bug
CL-5862 Pricing: Premium Calculator not calculating correct premiums for Gross of Loan and Gross AV policies with loan balance
CL-5858 AMBest Carrier import: remove existing duplicates and prevent further duplicates
CL-5849 Case Summary, adding a second insured to a Case causes an error when saving the in-page editable section until the page is reloaded
CL-5794 Case Summary, Illustrations tab: Clicking “+” on an Illustration row adds the new row at the end
CL-5375 Portfolio Snapshots: Case name of snapped Case must be unique
18 September 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5790 Case Summary, Premium Payment History: Edit directly on the tab, without changing page
CL-5665 Status: add LAPSED (based on new Disposal Type on Cost/Maturity/Disposal tab)
Improvement
CL-5829 Pricing: show mortality factor on portfolio valuation for cases with only a single LE report
CL-5805 Premium Calculator: Fix target premium charge calculations
CL-5714 Advanced Search: Add “Origination” from Case tab
CL-5713 Advanced Search: Add “All Cases not contained in a Portfolio”
CL-5453 Custom Reports/Portfolio Generator Uploader built-in report: Make exported LE reports and weightings importable
CL-5270 Maturity Pending Cases should not be included in Servicing tasks
Bug
CL-5843 CRM: changing Role of Organisation can cause error when editing Price Allocation in Closing Transaction
CL-5830 Pager should be disabled in Add/Edit mode on new-style lists (fees, premium history…)
CL-5827 Built-in report “Portfolio Generator uploader”: update definition as Purchase info has moved
CL-5822 Database Backups: Improving our maintenance scripts
CL-5820 Insured Life tab: Adding existing Document where Insured has potential duplicates fails
CL-5781 Case Summary: the Cost/Maturity/Disposal tab should enable maturity section when DOD is entered on the Insured tab
CL-5735 Excel Case Export: COI curve chart uses incorrect data
05 September 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5791 Case Summary, Fees: Edit directly on the tab, without changing page
Improvement
CL-5734 Alternative Portfolio XML Importer: extend to include more fields
Bug
CL-5824 Document upload: file size not calculated correctly, can result in duplicates via AutoImport
CL-5253 Valuation LE Report in custom report not showing correct results
03 September 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5802 Pricing: change download format in Portfolio Generator to use format suitable for import
CL-5800 Custom reporting: Improvements to “One row per Combined Insured” reports and improvements to “Combined Insureds” columns in “One row per Case” reports
CL-5796 Excel Portfolio Upload: Add a summary screen at the end of the Import rather than showing Insured Consolidation
CL-5783 Premium Schedule: Add Pricing Date field to manual premium schedules
Bug
CL-5799 Error from Log: Error saving Policy Verification with Document changes
CL-5798 Pricing: cases with a single full curve LE report fail in portfolio valuation
CL-5795 Pricing: COI curve cannot be generated for illustrations with two rows
CL-5786 Error from log: If case export excel fails to generate, give a better message as to why
CL-5779 Case Summary, Servicing tab: Clicking the Website link doesn’t always go to the page
CL-5767 Case Summary, Policy tab: adding a Policy Product incorrectly shows Case Locked message
CL-5757 Error from Log: Error creating new valuation
CL-5260 Custom Reports: “One row Per Insured” should never be blank
25 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5797 Submitting a Case or Copying a PS fails
24 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5753 Pricing: Add option to override LE Date and set to current monthiversary
22 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5754 Pricing: New option to override Value Date for each Case and set it to subsequent monthiversary
Improvement
CL-5766 Case Summary, Servicing Tab: Move bottom edit buttons higher
Bug
CL-5788 Case Summary, LE Report Download: Error when downloading LE Reports
CL-5787 Document Upload: error thrown when uploading .wav file
CL-5765 BTR: Case Activity Notification email has incorrect date in email text
21 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5764 AMBest carrier import: handle accented and special characters
CL-5760 Company Setting “commit and continue for imports larger than X”: remove and do for all users, without setting.
CL-5739 Documents: improve Document download
CL-5732 Documents: improve Document upload
CL-5721 Date Picker: allow use of DELETE and BACKSPACE keys (default mode is overwrite)
Bug
CL-5771 Case Summary, Servicing tab: Unable to select Payment Method
CL-5768 Session timeout: do not give option to stay on Case Summary when the session has timed out
CL-5744 Excel Uploader: Error can occur when importing new and updating Cases with Linked Insured
CL-5741 Pricing: Always use Fasano survival curve calculation method if pricing from Fasano tables
16 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5761 Activity Log: nothing logged 14-16 Aug 2018 due to 14 Aug 2018 release (doesn’t affect Case Audit Log)
CL-5755 Premium Calculator: if VOC Date is before monthiversary following illustration date, premium paid to date not taken from VOC
15 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5731 Case Summary, Servicing tab: Edit Servicing directly on the tab, without changing page
Bug
CL-5759 Document Upload: error thrown when document MIME type is unknown
14 August 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5756 Advanced Search: allow multiple choices on Portfolio criteria
CL-5748 Importer: Make CRM Wizard Step faster
CL-5746 Documents: remove long delay when changing a Document’s Type in a case with many documents
CL-5745 Excel Portfolio: add a warning when a Death Tracking Source will be created
CL-5736 Auto Import: Speed up “Auto Import: Download Summary and Import Logs in CSV format”
CL-5709 Excel Case Export: Policy tab: add more fields (Return Type, Policy Product Name, Primary/Secondary Insured Underwriting Class…)
CL-5708 Excel Case Export: Valuations tabs: add Projected AV/CSV at Start Date and Value Date
CL-5706 Policy: make Policy Number optional
CL-5660 Excel Export: Servicing Data in Lyric Format with documents zip export
CL-5625 Improve backup retention script
CL-5422 New file uploader with drag and drop
Bug
CL-5751 Portfolio, Servicing Tasks: Error when viewing Servicing Tasks
CL-5737 Background Tasks: Tasks would sometimes fail
31 July 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5643 Auto Import: Download Summary and Import Logs in CSV format
Improvement
CL-5692 Insured Consolidation: Rewrite in the new style to improve load time, add filter by Lastname
CL-5646 Single Case Excel Export: Add more Insured fields (Insured Ref, Age, Residence…)
CL-5642 Premium Schedule upload: add “Description” and “Premium Payment Settings” (csv and excel)
Bug
CL-5733 Insured Consolidation: only show imported cases at the end of the Portfolio Upload wizard
CL-5730 Excel Case Export: Display friendly error message if ‘Initial Surrender Value’ is missing
CL-5720 Case Excel Export: Potential Bug with Dates and Timezones
CL-5661 Case Summary: when viewing an entity, magnifier icon for document should be enabled
19 July 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5630 Excel Export: Servicing Data in Lyric Format
Improvement
CL-5641 LE Reports: Add new underwriter Focus
CL-5635 Portfolio List: Cache reference data, add search analytics, and speed up initial load when there are many Portfolios in the Default Folder
CL-5615 Case Summary, Policy Verification: Edit Policy Verification directly on the tab, without changing page
Bug
CL-5637 Error from log: Error searching for Portfolio by name
CL-5634 Case Summary, Policy Verification, Illustration, Policy & Insured: Display message if an update causes Valuations to freeze & Premiums to become Manual
CL-5632 Error from log: Premium Schedules (XML or CSV) Upload, Handle Blank Level NDB
CL-5565 Case Summary: When missing “CaseData” role, a default tab is not selected on load
12 July 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5621 Policy: add “Surrender Charge Type” field
CL-5619 Premium Calculator: handle policies that have monthly graded surrender charges
Improvement
CL-5628 Changes to Admin/File Upload
CL-5627 Case Summary, Grace Notices: convert tab to new style
CL-5622 Premium Schedule and NDB Streams Upload: speed up large uploads
CL-5618 Portfolio List: Rewrite in the new style to improve load time
Bug
CL-5633 Insured Verification: Ensure Medical Records From/To Date are saved correctly
CL-5631 Custom Reports: adjust Medical Records fields after move to Insured Verification
CL-5624 Ensure menus work in IE11 so user can logout and use a supported browser instead
CL-5606 XML Export: Exporting Bidding Transactions with more than one Bid fails
CL-5605 Case Summary, Valuation: Sub tabs do not work when viewing valuation
CL-5595 Case Summary, Premium Schedule: Loan Repayment & Lump Sum Payment not updated when Illustration changed
CL-5566 Excel Uploader: Error setting weightings when Mean/Median LE50 values have more than 2 decimal places
CL-5189 Text fields in Cost/Maturity/Disposal tab are not checked for length
03 July 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5612 Custom Reports: Add Healthcare Provider
Improvement
CL-5620 Change Mime Type, AutoCaseIdentifier, Country and State handling
CL-5617 Performance: improve speed of commonly used database queries
CL-5614 Case Summary, Policy Verifications: load list on tab click only
CL-5610 CRM popup: Improve load time of Organizations and Individuals tabs
CL-5608 Excel Uploader: Allow variations for Smoking, Gender, Lapse Basis and US State (e.g. M/F, MALE/FEMALE, male/female for gender)
CL-5607 Excel Uploader: improve CRM validation
CL-5596 LE Reports: make Underwriters’ names consistent everywhere and allow variations in imports (21st, Twenty First, ITM…)
CL-5594 Case Summary: Upgrade Audit Log tab to new-style (and fix tab switching bug)
CL-5378 Download error: provide better information to the user
Bug
CL-5616 CRM: Ensure Individuals section is populated correctly when adding an Organisation
CL-5577 Xml and Excel Import: Transactions show correct date but with incorrect time
CL-5569 Premium Calculator Template/Valuation Template: in edit mode the table name section is not displayed properly
CL-5558 Bid Management, Bid Information Pop-up: Pasting an amount with a currency symbol causes error when saving
CL-5124 Multiple entries created in Organization table can sometimes cause issues
02 July 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5789 Pricing: Aged LE is stated incorrectly when there is only a single LE report
18 June 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5551 Portfolio Snapshot: new popup, filter Cases by Status (MAT, PEND, OWN…)
Improvement
CL-5563 Case Summary, Insured: move Medical Records into Insured Verification
CL-5602 Case Status: allow SOLD, SURR, MAT and PEND even if Purchase Date/Cost have not been entered
CL-5601 LE Reports, Excel Uploader: make report’s Created Date optional
CL-5592 LE Reports: Add new underwriter Convergence
CL-5591 LE Reports: Ensure all underwriters have Median LE 50 field and include Median LE 50 in Excel export
CL-5600 Fees and Premium History csv upload: allow multiple values on same day with different comments (editing comments via upload not possible anymore)
CL-5587 Premium Calculator: Allow negative CSV values in illustration
CL-5584 Premium Calculator: make lump sum from illustration optional in premium schedule
CL-5564 Premium History VOC Comparison Report, change selection of Reported VOC
CL-5589 Case Summary: add a tool-tip to Illustration “+” button explaining why it is disabled
Bug
CL-5586 Premium Calculator: ROP max NDB should be total NDB not just the ROP component
CL-5598 Excel Uploader: CRM problems if all names are missing, or if Relation to Insured is missing for HSC, or if Specialization is missing for HCP
CL-5597 LE Reports: when a report is edited, the valuations that reference that report are not being deleted
CL-5574 LE Reports, Custom Reports: Medical From and To only apply to Elevation, Preditive and LSI. Need to include AVS and Fasano
CL-5590 Case Summary: Case Lock not handled correctly for “clearlife_admin”
CL-5588 Custom Reports: Combined Insureds fields are not output as expected
CL-5585 Adjust Case Lock on Closing Summary and Remove old calculator icon transitions
CL-5583 Documents: Adding uncategorised document gives validation error
CL-5582 Case Summary: Issue viewing or creating Illustrations on users without Servicing permission
CL-5579 Case Summary: Case Locked Message appearing when deleting Insured even though Case isn’t locked
CL-5576 Portfolio Maturities Report: Cases with no illustrations cause “Error pricing” to appear in report
CL-5573 Valuations: broken chart causes Valuation to fail with generic “something went wrong”
CL-5567 Case Summary: A Premium Schedule can be added to a case that hasn’t progressed to Active
CL-5368 Case Setup Wizard: adding more than one document per Illustration stops the case from progressing to Active
04 June 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5572 XML Export and Import: Bidding Transactions are not handled correctly and fix mismatches
31 May 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5568 Documents tab, Add popup: set Doc Type for all uploaded files simultaneously and speed up Doc Type dropdown
CL-5556 Premium Calculator: when solving for months of COI, use next month (new Calculator Template Parameter)
CL-5340 Case Summary: do not acquire Case lock when clicking magnify icon
Improvement
CL-5571 Performance: Speed up searching by Case Reference
CL-5557 Case Summary: Ensure web requests are not made when tabs are not visible
Bug
CL-5570 Broadriver xml export: Case-level Documents are missing
24 May 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5544 Case Summary: Move Date Carrier Notified from Insured to Cost/Maturity/Tab
Improvement
CL-5553 Error from log: Display details to user of fields causing validation errors on Premium Schedule and Illustration
CL-5346 Case Summary: Save paging and sorting for each list separately per user
Bug
CL-5562 Icons are not displaying correctly after 2.48 release
CL-5561 Case Summary, Insured: Saving Insured incorrectly creating Order Tracking entry for Insured Death Certificate.
CL-5560 Blended LE Report Date is being generated with a date and time
CL-5555 Case Summary, Insured Life: Uncooperative checkbox appears on a new line in Chrome for Mac
CL-5523 Case Summary: Script Error thrown when Premium Schedules Tab not shown
CL-5229 Deleting a risk scenario included in a portfolio valuation causes crash
CL-5074 Scratch pad in single case valuation does not reflect weightings when using blended
21 May 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5543 Case Summary, Insureds/Death Registration: add new fields to uploader
CL-5502 Insured tab: Add “Servicing Notes”, Google Maps link to addresses and update Death Registration layout
CL-5480 Case Summary, Servicing Tab: New “SEI Account” Field
CL-5474 Premium Tracking: Wells Fargo Premium Instruction Report
CL-5473 Insured Servicing: Add Uncooperative checkbox and notes for each Insured
Improvement
CL-5550 Case Summary, Documents: Add ability to download all documents of a particular document type
CL-5534 Pricing: Allow valuation of cases when PUC/PPC values and Lapse Basis not set on policy
CL-5416 Case Summary, Valuations tab: Add valuation directly on the tab, without changing page
Bug
CL-5554 Closing Dashboard: Error generating Report
CL-5552 Case Summary, Valuation: Deterministic Cash Flows Report can fail when Insured DOD is entered after the Valuation was created
CL-5547 Case Summary, Premium Schedule: Premium override payments and lump sum payments on non-Policy monthiversary dates are not handled correctly
CL-5546 Portfolio Valuation: Improve error message generated when a case is set to use Custom IRRs but not Custom IRRs were found
CL-5545 Case Summary, Policy: Tab doesn’t load when Maturity Age is greater than Extended DB Rider Period
14 May 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5481 CRM: Add “Overnight” Payment Method
CL-5475 Premium Tracking: Premium History VOC Comparison Report
CL-5472 Insured Servicing: Add Unresponsive flag calculated from Insured Verifications
CL-5466 New Report: Death Registration Statistics Report
Improvement
CL-5540 Saved Searches: Make collapsible to save screen space
CL-5539 Structured Settlements: Model extensions
CL-5528 Custom Reports, Case: Add “Has TPA” and Date
CL-5518 Premium Calculator: Move input tabs to separate area and make Override Premiums more flexible
CL-5471 CRM: add “Resident in Hospice” (add to web, uploader and reports)
Bug
CL-5542 Policy Tab: Policy Rider Types not being displayed
CL-5541 Portfolio Charts: Insureds with date of birth on 29th Feb cause error
CL-5536 Case Summary: Opting to stay on the page when clicking to view a VOC may leave the screen disabled
CL-5525 Error from log: Friendly error message if user doesn’t have permission to access page
02 May 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5511 Portfolio: Add restriction of 3500 cases
Bug
CL-5538 Portfolio Snapshot: some data points cause Snapshot to fail
29 April 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5533 Insured tab: Case not set to “Maturity Claim Pending” Last Status when entering DOD
CL-5529 Case Summary: Very slow when pressing edit on “classic” tabs (e.g. Insured Life) or sent back to home page
23 April 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5519 Illustration: allow user to enter negative Initial Account Value and fix POPC/POPCAT issue
Bug
CL-5521 Cost/Maturity/Disposal: Case not set to “MaturityClaimPaid” status correctly & Excess decimal places shown
CL-5520 Premiums: Initial AV/CSV information shown does not reflect Override Starting Values
CL-5517 Fix errors from Log: Prevent extra decimal points being entered on Illustration Rows & Premium Schedule Rows
18 April 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5503 Case Summary, Policy Verification: Add ability to hide unused fields
CL-5505 Structured Settlement Model: extend to price book of securities
CL-5504 Case Summary, Cost/Maturity/Disposal tab: Add Purchase IRR field
CL-5468 Case Summary, Cost/Maturity/Disposal tab: add Claims Package dates
CL-5467 Case Summary, Insureds/Death Registration: add tracking dates, Source and Notes
CL-5469 Custom Reports: add Maturities and Claims Processing fields
Improvement
CL-5513 Performance: Improve Database Performance of Search Queries
CL-5501 Case Summary, Cost/Maturity/Disposal tab: Convert to new style
CL-5483 Case Summary: Apply improved coding style to Illustrations
Bug
CL-5508 Premiums & Ndb upload: Premium Payment History tab shows Schedule instead of History
CL-5516 Premiums & Ndb upload: Fix for NDB Stream can contain extra date column
CL-5514 Portfolio charts: use ALB for Insured or Policy Age instead of year difference (to match Insured tab, Custom Reports and Portfolio Summary)
CL-5407 Case Summary: Editing Policy while PS is also being edited can cause error
CL-5512 Premium Schedule: no error message for missing Lapse Basis on Policy
CL-5325 Premium Schedule: no error message for missing PUC/PPC frequency on Policy
CL-5509 Premium Schedule: Annual Summary tab shows incorrect values in view mode
CL-5510 Excel Upload: Error when Policy product name is the same but different case
CL-5506 Login: don’t log redirection to MFA challenge page
08 April 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5498 Structured Settlement Model (Office Addin Authentication)
CL-5489 Structured Settlement Model (Office Addin and spreadsheet)
CL-5479 Multi Factor Authentication with Virtual MFA Devices
Improvement
CL-5496 Portfolio Snapshot: Performance improvements (20-30%)
Bug
CL-5500 Insured Consolidation: Unlinking Insureds can cause portfolio snapshot to fail
CL-5492 Insured Consolidation: Trying to unlink Insureds may fail or unlink incorrect Insureds
CL-5420 Case summary, Premiums tab: can’t remove loan payment once saved
29 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5499 Risk Scenarios: when LE50 floor is specified other risk stresses are ignored
28 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5465 Maturities and Claims Processing: Death Tracking Sources
CL-5395 Pricing: Add risk scenario to floor LE50 at specified number of months
Improvement
CL-5478 Case Summary: Make code more robust to aid improvements in the future
Bug
CL-5491 Bid Management: download all link missing when there are no premium schedules on case
CL-5490 Case Summary: Edit button is incorrectly shown when viewing Pricing Settings
CL-5487 Premium Schedule: COI Date Error not being shown to user
19 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5488 Case Summary, Illustration: Unable to click plus / minus / copy down buttons
CL-5486 Liability Management: last row in CSV export of full output is chopped off at the end
16 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5437 Case Summary: centralise validation for new style tabs
Bug
CL-5484 Valuation Template: Error on viewing
13 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5458 New Report: Portfolio Generator uploader (CSV)
Improvement
CL-5450 Case Summary: simplify date pickers backend code
CL-5449 Case Summary: improve common code and error handling, and manage parallel requests
CL-5448 Case Summary: centralise paging and sorting code for new style tabs
CL-5447 Case Summary: Centralise handling of View/Edit/Add Modes
CL-5444 Case Summary: unify new style tabs URL
CL-5440 Case Summary: Create a loading icon component
CL-5425 Case summary: Improve dropdown back end code
CL-5400 Case Summary: track new-style tabs correctly in Google Analytics
Bug
CL-5461 Excel Uploader: in Received Transaction, “Reason for Declining” does not import correctly
CL-5460 Case Summary: Premium Schedule Custom Payment Date Picker causes page reload
CL-5456 Pricing: Portfolio total Realized IRR is incorrect for matured cases
CL-5445 Premium Calculator: Policy Year shown in Annual Summary tab is incorrect
CL-5433 Excel Case Export: cashflows not taking into account NDB lag
06 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5441 Five9 Import: Allow end date to be supplied to import task
CL-5439 Pricing Settings: Improve Mapping Code
CL-5438 Premium Schedules and NDB Export: Remove unnecessary code
CL-5436 Case Summary: improve events between tabs
CL-5430 Error log, ensure errors are only logged once
CL-5427 Case summary, improve handling of percentages in backend code
CL-5417 Fix Error From Log: don’t log invalid date error if shown to user
CL-5356 Pricing: Refactor code to allow for future performance and scalability improvements
Bug
CL-5446 Error from log: Case Setup Form Insured auto complete not working
CL-5443 Background task runner: unable to send faxes
CL-5209 Disabled users should not receive alert emails
01 March 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5432 Database: improve performance of Case Setting, Case Participants, Custom Report tables
CL-5421 Case Summary: speed up initial load
CL-5411 Portfolio Snapshot: add suffix to Insured Reference (same suffix as Case Reference)
CL-5409 Improve handling of Date and Time
CL-5396 Case Summary, Valuations tab: load list on tab click only
CL-5383 Premium Schedule: allow loan repayments and cash withdrawals after Value Date
CL-5361 Fix Error From Log: don’t log “normal” interrupted file download or webapi request
Bug
CL-5434 Premiums & Ndb upload: Don’t override A2E settings
CL-5428 Case Summary: can’t view policy when company has no ratings
CL-5426 Session timeout: ensure new style case summary tabs enforce correct user timeout
CL-5418 Case Summary: Unable to use table features (popup and drag select) on illustration and premiums table at the same time
CL-5415 Case Summary: adding a grace notice to a case causes buttons to stop working on policy, illustrations and premiums tabs
CL-5398 Case Summary, Audit Log: the date field shows UTC instead of local time.
CL-5394 Illustrations: copy down and across (arrows in table header) don’t work in Firefox
CL-5355 Bidding Transactions: Counterparty dropdown is not populated correctly when adding (popup) or viewing
CL-5327 Alerts menu: Cross Browser Compatibility
19 February 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5406 Alternative Portfolio Importer: Add missing underwriter and report errors in GUI
Bug
CL-5414 Case Summary, Valuation tab: edit button greyed out
CL-5413 Calculated Premium Schedules: payments before Optimization Start Date are not saved (also affects Excel export)
CL-5410 Premium Schedule tab: deletion should warn if PS is used in Portfolio Valuation
16 February 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5412 Case Summary: can’t download documents on Document tab
15 February 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5374 Case Summary, Premium tab: Edit Premium directly on the tab, without changing page
CL-5363 Case Summary, Policy tab: improve edit Policy on the tab, without changing page
Bug
CL-5404 Portfolio Snapshot: duplicating Cases causes duplicate Premium Calculators to appear
CL-5403 Help site: fix clarinetdemo
09 February 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5384 Case summary: highlight tabs that are in edit mode
CL-5352 Update Google Analytics
Bug
CL-5399 Pricing: Before/After Valuation Template flag not working with MeanLE50 blending type
CL-5397 Valuation Settings/Excel Uploader: can’t update weightings when multiple copy of same LE Report exist
CL-5393 Servicing Settings: not possible to set Premium Schedule used for Payments
CL-5392 Premium Schedules and NDB Import: Import fails on premium schedules that have a policy date at the end of the month
CL-5391 Case Summary: cannot view Premiums in FireFox, or add Illustration in Chrome 59
02 February 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
New Feature
CL-5333 Upload Data: Allow new upload of Premium Schedule and NDB Streams
Improvement
CL-5380 Policy Verification: Group Policy Insurance Verification: add field for Ported Date
CL-5379 Case summary, prevent user clicking button repeatedly
CL-5377 Custom reporting: Include months of COI remaining
CL-5376 NDB Streams Export: Fix error on export on cases with wrongly ordered import data
CL-5367 Pricing: Add Valuation Template parameter to control table improvement prior to mortality factor solving
CL-5365 Case Summary, Premiums tab: load list on tab click only
CL-5358 WebAPI: Improve logging on WebAPI calls
CL-5357 Alternative Portfolio XML Importer: extend to include premium schedules
CL-5348 Case Summary, Illustration tab: Edit Illustration directly on the tab, without changing page
CL-5285 Subscriber admin: add a page for User Activity Log
Bug
CL-5362 Error Log: Fix errors related to mortality tables in Excel export
22 January 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Bug
CL-5370 Case Summary: Insured Verification loading slows down entire page.
CL-5366 Excel Uploader: Insured Verification HSC relation sometimes changes to “Imported by Insured Verification”
17 January 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5359 Premium and NDB Excel Export: adjust formatting
CL-5305 LE Reports: Add median LE50 to LSI
Bug
CL-5364 Case Summary, Illustration tab: edit button doesn’t work after downloading document
12 January 2018
Today, we have released a new version of ClariNet LS! Please contact us if you need more details.
Improvement
CL-5354 Portfolio Archive: Add confirm modal, and improve the URL for logging purposes
CL-5351 Automate server deployment
CL-5347 Case Summary, Illustration tab: load list on tab click only
Bug
CL-5360 Bid Management: external submission, access to documents doesn’t work with ENTER key
CL-5353 Excel Uploader: adding an Insured Verif by Excel Uploader changes the order of HSC for the insured