2019 Releases

20 December 2019

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

Bug

CL-6583 LE Reports: cannot download or upload Predictive documents

19 December 2019

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

New Feature

CL-6551 Import/Export Public API: new Edit Case functionality
CL-6538 Import/Export Public API: get all data for a single Case in Import format
CL-6171 Built-In Report: new Maturity Report

Improvement

CL-6560 Case Summary, LE Reports: add Primary Impairment for Fasano and Predictive, Insured ID and Request ID for ITM 21st
CL-6557 Admin, Case Setup: Speed up page and improve handling of special characters in Business Unit and Pricing Analyst fields
CL-6554 Case and Portfolio Import (Excel, XML): reduce data requirements when updating existing Case
CL-6547 Case Summary, Cost / Maturity / Disposal: show Calculated IRR on Pending Maturity and Sold cases
CL-6514 Case Summary, Policy: increase allowed decimal precision for Default Per Unit Charge
CL-6245 Case Summary: new RDB tab
CL-6187 Custom Reports: add missing fields in Case, Insured, Illustration, PS, Payment History and Closing

Bug

CL-6570 Case Summary, Cost / Maturity / Disposal: do not show error when IRR calculation fails due to incomplete LE Report
CL-6542 Case Summary, Premium Schedule: Schedule can overrun the Deduction End Date

05 December 2019

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

Improvement

CL-6543 Portfolio, List: improve loading time
CL-6486 Case Summary, Policy Tab: Improve layout
CL-6236 Case Summary, Cost / Maturity / Disposal: Allow Date Carrier Notified Of Death to be entered for both Insureds on Joint Policy
CL-6222 Case Summary, Cost / Maturity / Disposal: Add NPV at Time of death, NPV at Purchase, NPV at Disposal
CL-6190 Case Summary, Premium Schedule: Add new Notes tab and update NLG tab

Bug

CL-6556 Case Summary, Insured: Fix Google Maps URL
CL-6553 Custom Reports: Closing Events/Items not output when report uses repeating groups
CL-6549 Error from Log, Valuations tab: Error adding Valuation
CL-6548 Custom Reports: Add missing “Initial Notification Type” and “Requested Grace Amount”
CL-6541 Case Summary, Illustration Rows: Unable to enter 0 using num pad when it is the first digit
CL-6540 Error from Log, API: apply consistent authorization to all endpoints
CL-6535 Case Summary, Policy: Lapse Basis, POPC, POP not loading correctly after Save
CL-6136 Premium Schedule & NDB Streams export: fill in monthly “gaps” in NDB amounts for Quarterly or longer periods (manual, illustrated or calculated)

15 November 2019

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

Improvement

CL-6532 Portfolio, View: Convert to new style and speed up loading
CL-6531 Custom Report, Closing Transaction, Closing Checklist: add sub-items (not just Events) and Document Filenames
CL-6210 Case Summary, Grace: add new editable fields (Type, Amount, Status) and info fields (from VOC and Payment History)

Bug

CL-6546 Portfolio Valuation: Failure to load underwriter weightings

11 November 2019

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

New Feature

CL-6497 Admin, Policy Products: new Excel Upload and Download
CL-6460 Custom Reports: use LE Selection and Blending to select which reports to export

Improvement

CL-6536 Closing and Maturity: add new fields (SI Account Crediting, Carrier Confirmation Received, 1099-LS, 1099-MISC) for IRS 6050Y
CL-6493 Closing Transaction, Case Participants and Price Allocation: Add Securities Intermediary (IRS 6050Y)
CL-6492 Custom Reports: Add Tax ID to list of fields in Closing Transaction, Case Participants section (IRS 6050Y)
CL-6526 Monte Carlo: Reduce running time when “Calculate Realized IRR” box is checked
CL-6521 Portfolio: Improve Loading times
CL-6496 Add additional Case, Insured, Cost/Maturity/Disposal, Illustration and Premium fields
CL-6512 Life Status 360 Export: Add checkbox to exclude Insureds with DOD
CL-6405 Excel Single Case Export: Include Annual Summary in Premiums sheets
CL-6404 Excel Single Case Export: show Comments from Case
CL-6228 Custom Reports: Add “Use same Settings for both” from Valuation Settings tab
CL-6507 Pricing: Only show coverage end date on excel deterministic output for breakeven if there is no breakeven date
CL-6491 LE Report, Smoking Status: add “Unknown (treat as non-smoker)”
CL-6242 Policy Verification: Add Last Loan Amount and Date

Bug

CL-6527 Error from Log, Case Summary, LE Reports: Validation of Impairments on a Life Expectancy Report is not sufficient
CL-6520 Pricing: NLG catch-up payment is made 1 month late in certain situations
CL-6513 Case Summary, Policy: Ensure Policy Product tooltip is displayed when in read-only mode
CL-6503 Escrow submissions: fix secure ftp automation during releases
CL-6498 Excel Uploader, Policy Products: missing Policy Products are created using Case data

22 October 2019

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

Bug

CL-6517 Faxes failing to send
CL-6511 Error from log: Portfolio Add from Portfolio list non-functional
CL-6510 Free text with autocomplete fields (Suffix, NDB Information, Issuing Carrier, Underwriting Type): improve performance when loading the options
CL-6505 Pricing: Aged LE in Portfolio Deterministic Excel Export is zero for cases with no joint LE

21 October 2019

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

Bug

CL-6502 Portfolio Snapshots: Missing Delete permission

17 October 2019

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

Improvement

CL-6495 Premium Schedule and NDB Streams Import: Improve error message when the stream runs past the Policy Coverage End Date
CL-6408 Portfolio Snapshots: create new User Role to allow create/edit composition/archive

Bug

CL-6501 Auto Import / Export: Task failing to run

15 October 2019

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

New Feature

CL-6420 Deterministic Results Excel sheet: show only joint LE50 and show zero purchase price instead of blank
CL-6340 Case Summary, External Valuation History: new Excel import and export
CL-6193 Insured Consolidation: Allow Consolidation after Import and add LE Reports to Potential Duplicate popup

Improvement

CL-6471 Email: Improve content of the first email sent to new Users
CL-6418 Pricing: Change breakeven calculation to show coverage end date if policy never breaks even in portfolio excel export
CL-6312 Cost/Maturity/Disposal tab: Add Premium Reimbursement field to Disposal section
CL-6074 Single Case Valuation, Copy To Case: Add warning before overwriting cost data

Bug

CL-6488 Insured Consolidation, Linking: Replacing Insured fails to retain Order Tracking & Follow Ups from original
CL-6481 Error from Log, Bid Management, Sent Transaction: Send can fail when using Redaction option
CL-6479 Error from Log, Bid Management, Sent Transaction: Recipient can fail to load after error when sending Case
CL-6478 Error from Log, Valuations tab: Error adding Valuation on Case Summary
CL-6476 Documents tab: Deleting a Life Expectancy Report does not refresh the Linked Entity dropdown on the Documents tab
CL-6444 Case Summary: Ensure field length validation is enforced
CL-6436 Custom Reports: Report names containing :\/?*[] can fail to export
CL-6423 Case Summary, Health Status Contacts and Healthcare Providers: Validation fails to trigger properly after clearing the CRM selection

02 October 2019

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

Improvement

CL-6191 Case Summary, Premium Schedule: Add “Loan Interest Payment” column

Bug

CL-6477 Case Summary: Case locking/unlocking doesn’t always work when exactly two tabs are in Edit mode at the same time

01 October 2019

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

Improvement

CL-6470 Premium Schedules/Payment History/External Valuation History: UI enhancements for upload button
CL-6466 Case Summary, Illustrations: UI improvements to new Illustration rows
CL-6447 Case Summary, Insured LE Reports: Add “Hard Copy” checkbox
CL-6446 Case Summary: Finalize changes for load on demand and reduce clicks
CL-6437 Built-in Report “Portfolio Importer Format (XLSX)”: Improve format and data population to simplify subsequent imports
CL-6426 Case Summary, Order Tracking: Convert to new style
CL-6419 Case Summary, Insured Verification: Add Change in Health “As Of Date” and “Comment”
CL-6411 Servicing Tasks: Allow first period frequency to be triggered by Purchase Date
CL-6160 Case Summary, Premium Schedules: Adjust Manual Premium Schedules based on Start Date: needs to end on Coverage End Date otherwise stream runs too far
CL-6159 Case Summary, Illustrations: edit rows like in MS Excel (drag/drop, copy down or across, copy/paste to/from Excel, right click menu…)
CL-6132 Structured Settlements Excel Addin: Better log for authentication requests
CL-6108 Servicing Tasks: Add “Every Three Years” option
CL-5990 Premium Schedules/Payment History/External Valuation History: Add upload button on tabs with drag & drop

Bug

CL-6469 Bid Management, add Sent Transaction: Ensure that the Recipient Company list is always up to date
CL-6455 Bid Management: Cannot edit dates, and unexpected validation error

10 September 2019

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

New Feature

CL-6374 Servicing: Export PBI and Life Status 360 report

Improvement

CL-6440 XML Import/Export: forbid time component in date fields (breaking change)
CL-6433 Policy Product: Add Comment and display tooltip on Policy tab
CL-6424 Case Summary, Compliance Checklist: convert to new style
CL-6339 Case Summary, Premium Schedules: allow for values down to $0.01 to be recorded
CL-6179 Case Summary, Premium Schedules: Add NDB Reduction checkbox

Bug

CL-6439 Public API: Dates are not always imported correctly
CL-6435 Custom Reports: When adding new fields – re-ordering may not save the order correctly
CL-6429 Servicing Tasks: wrong calculated Next Activity Date results in wrong Alert level
CL-6121 Structured Settlements Excel Addin: possible authentication issues

27 August 2019

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

Improvement

CL-6417 Underwriter Reports: improve storage of Underwriter Reports
CL-6385 Closing / Custom Reports: add all Price Allocations and Case Participants
CL-6379 LE Reports: Mark Elevation as Inactive and move to bottom of list
CL-6338 Pricing: Improve accuracy of COI and minimum premium calculation on loan cases
CL-6230 Maturities Report (PDF): set table headers to repeat at top of each page

Bug

CL-6425 Insured: Name Variations: Various bugs
CL-6416 CRM and Closing Transactions: fix rare loading issues
CL-6399 Excel single case export: fix format of valuation sheet to handle new valuation template parameters
CL-6324 Excel exporter: Cash withdrawal is not always shown in Premium Schedule sheets
CL-5907 Auditing: Editing rows in PS, Bid Splits and Closing Document Verif records deletes and inserts instead of modifies

08 August 2019

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

Improvement

CL-6394 Case Summary, Comments tab: convert to new style
CL-6393 Pricing: in Excel Case Export, show original Premiums, not recalculated
CL-6166 Servicing: Add “Name Variations” for Insureds

Bug

CL-6401 Export: Compliance Checklist (PDF) fails
CL-6389 Public API: adjust logging, errors and key generation
CL-6366 Case Summary, Policy Tab: Carrier and Policy Product controls do not work correctly during Case Setup or changing Carrier

01 August 2019

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

Bug

CL-6392 Custom Reports: reporting on Closing Transactions can sometimes fail
CL-6391 Pricing: Excel Case download does not show lump sum payments correctly

31 July 2019

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

New Feature

CL-6185 Case Summary, Case: Add new “Settlement Type” field.
CL-6174 Case Summary: New “External Valuation History” tab

Improvement

CL-6380 Case Summary, External Valuation History: Assign default User roles and improve UI
CL-6368 Pricing: Include new Expiry Proceeds in portfolio calculations
CL-6367 Case Summary: cache rarely changed data to improve page load speed
CL-6355 Case Summary, Valuation Settings: Edit directly on tab, without changing page
CL-6349 Document Type (new) : Medical Record (Insured Verification)
CL-6336 Case Summary, Cost/Maturity/Disposal: Add new Expiry section
CL-6322 Advanced Search: show Snapshots if searched term contains “snapshot” and improve performance of Case searches
CL-6313 Case Summary, Case tab: Allow merging at any time, remove automated merge checks
CL-6295 Pricing: Add Valuation Template Parameters for Other Costs and Origination Fees
CL-6224 Insured: Add Suffix field (Sr, Jr, etc.)

Bug

CL-6381 Admin: Adding new user as Clearlife Administrator fails
CL-6371 Portfolio: Whoops page when viewing Portfolio with a Case where the used LE Report does not have any mortality data
CL-6370 Pricing: Solving for Median LE50 sometimes fails on cases with very low mortality factors
CL-6361 Case Summary, Documents Tab: file names containing & incorrectly show the file type not supported warning
CL-6352 Portfolio Import: All zero NDB Payment amounts receives generic error message
CL-6278 Admin/User Logs: doesn’t show Case Reference for Audit Log

16 July 2019

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

New Feature

CL-5785 Public API: new Create Case functionality (integrate with 3rd parties like Salesforce, Quick Base, etc.)

Improvement

CL-6331 Test DR procedure
CL-6305 Case Summary, Documents: Edit directly on tab, without changing page
CL-6294 LE Reports: Add Underwriter Lapetus
CL-6229 Custom Reports, Maturities: allow to generate by Death Confirmed Date instead of DOD
CL-6201 Case Summary, Cost/Maturity/Disposal: Add Origination Fee to Cost Basis
CL-6192 Case Summary, Policy: Add new “New Death Benefit Information” field
CL-6167 Case Summary, Insured Verification: add a “change in health” checkbox

Bug

CL-6357 Pricing: COI extrapolation uses Policy Date instead of Conversion Policy Date
CL-6353 Advanced Search: remove Business Gateway specific fields from the list of search fields
CL-6341 Pricing: future Cash Withdrawals and Loan Payments are not loaded into Premium Schedule when Case is priced inside Portfolio
CL-6329 Valuation Templates: tool tip does not display values correctly in cultures that use “,” as the decimal separator
CL-6317 Pricing: Aged LE50 shown on valuation screen is not correct when using Fasano-only reports
CL-6146 Display of Valuation Template on mouse-over is not wide enough
CL-6144 Pricing: liability management fails when using the Valuation Template parameter “Set Value Date to next Policy monthiversary”

01 July 2019

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

Bug

CL-6332 Error from Log: Final Pricing Export can fail on Valuations with high Mortality results
CL-6321 Case Summary, Policy: Issuing Carrier field sometimes not populating

20 June 2019

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

New Feature

CL-6308 Structured Settlements Addin: fix issue with function wizard documentation
CL-6280 Portfolio Valuation: Add Deterministic Pricing Results

Improvement

CL-6289 Built-in reports: switch to native Excel XLSX format
CL-6288 Case Summary, Documents: Convert to new style list
CL-6279 Case Summary, Insured Verification: Convert to New Style
CL-5581 Case Status: add EXP status for when the case is beyond Coverage End Date.

Bug

CL-6319 Portfolio Snapshot: Set Valuation Settings to specific Premium Schedule
CL-6304 Pricing: Deterministic valuation tab fails on cases with cash withdrawals
CL-6297 Error from Log, Export Case to Excel: exporting an Illustration fails when the Policy has no Age Basis set
CL-6110 Bid Management, Documents: Sharing a document to a ClariNet User, returns a permission error when attempting to download on new style document controls

11 June 2019

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

Improvement

CL-6306 Error from log: Ensure Portfolio Valuation error is shown to user
CL-6296 Actuarial table uploader: if there are short rows, the uploader assumes the rows are ultimate only
CL-6293 Pricing: stub period custom payments are sometimes allocated on wrong date
CL-6272 Case Summary, Insured Verification: Convert to new style list
CL-6235 Case Summary, Insured: Calculate Last Contact Date from Insured Verification and display on Insured page as readonly
CL-6221 Case Summary, Cost/Maturity/Disposal: Add Current Cost basis (Total Cost Basis plus Premiums Paid plus Fees Paid)
CL-6207 Case Summary, Policy: Issuing Carrier field, and Product field (using new dropdown)
CL-6123 Case Summary, Insured: Remove / Add Insured without changing page

Bug

CL-6300 Pricing: Ultimate-only mortality tables may return error in structured settlement model
CL-6266 Pricing: Premium override in premium calculator causing error on certain dates
CL-6097 Pricing: pay ongoing interest calculation in premium calculator is incorrect

22 May 2019

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

New Feature

CL-6227 Custom Reports: export in native Excel XLSX format

Improvement

CL-6252 Advanced Search: results need to exclude Snapshots
CL-6200 Case Summary, Illustration: Add copy icon
CL-6189 PS/NDB and CSV uploaders: add Start Date (like in Excel Uploader)
CL-6176 Policy Verification: Add Verification Type “Quarterly Statement”
CL-6156 Case Summary, Bid History: convert to new style

Bug

CL-6282 Database and Activity Log: adjust performance settings
CL-6273 Auto Import/Export: weekly tasks send too many notifications
CL-6155 Optimise Database connection sharing
CL-6066 Structured Settlements: Max Age issue with Mortality Tables
CL-5927 Case Summary, Policy Verification: Load Defaults not working with empty Verification Type

08 May 2019

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

Improvement

CL-6151 Policy Verification: Loan Interest Rate: new field
CL-6150 Pricing: Allow Rate Curve to be specified without Curve Date
CL-6141 Support Files: minor UI improvements
CL-5950 Audit Log: Implement new Insured Audit Type

Bug

CL-6152 Servicing: Order Tracking: Validation issues for pre-selected verification
CL-6149 Error from log: Progress bar stops updating
CL-6148 AutoImport: Fix HIPAA import
CL-6142 Illustrations: Secondary Insured Age not being shown on Joint Life Policies
CL-6135 Pricing: Aged LE50 reported from LE reports using Fasano mortality curve is not correct
CL-6134 Valuations: Valuations Collection Lag can show incorrect Policy Year and Policy Month
CL-6115 Pricing: Realized IRR solver on matured cases fails with very high IRRs
CL-6098 Excel Portfolio Importer: improved error message where NDB Payment amount expected
CL-5936 Pricing: Realized IRR solver on matured cases fails with very high IRRs

15 April 2019

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

New Feature

CL-6073 AutoImport: Insured centric import and automatically set Document Type
CL-5989 Support: create a secure file send/receive to avoid sending live data by email

Improvement

CL-6119 Case Summary, Insured: Edit ICD9 Impairments directly on tab
CL-6114 Case Summary, Insured: Edit HSC and HCP directly on tab
CL-5648 Insured Lives, ICD9: Add “Move To Top” icon to make Primary Impairment easily.

Bug

CL-6130 Case Summary, Illustration: ‘RefreshDates’ button not updating PolicyYear
CL-6129 Pricing: NPV shown in IRR exports CSV from portfolio valuation does not include Risk stresses
CL-6126 Portfolio Servicing Tasks: Can calculate incorrect next activity date
CL-6113 Case Summary: date input mask “__/__/____” can disappear erroneously
CL-6112 Error From Log: Error populating Impairments in Final Pricing Excel Export

25 March 2019

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

New Feature

CL-6021 New Insured-centric Search page (Insured menu) and new search criteria (SSN, DOB, DOD, Gender, Residence)

Improvement

CL-6116 LE Selection and Blending: allow Description to be used for all Underwriters, not just User-defined
CL-6107 Case Summary, LE Report: Minor fixes and improvements
CL-6088 Servicing Tasks/Insured Verif: Use Follow-up date to “snooze” overdue tasks
CL-6082 New Test Environment
CL-5999 Update deployment scripts for test environment
CL-5850 Portfolio: Add cases to multiple Portfolios simultaneously
CL-5693 Advanced Search: add Custom Bidding Status
CL-5690 Advanced Search: add “Reason for Declining” from Bid Management
CL-5682 Advanced Search: add Purchase Date Range (from Cost/Maturity/Disposal tab)
CL-5493 Advanced Search: show error when values are missing

Bug

CL-6106 Error from log: LE Report list can fail to load with old sort term
CL-6103 Documents: improve validation for required but empty Linked Entity dropdown
CL-6099 Case Summary, Manual Premium Schedule: Cash Withdrawal Net Amount and Cash Withdrawal Surrender Charge are swapped
CL-6089 Case Export to CSV/Excel: “Mortality Factor” should be “Mortality”
CL-6083 Error from log: Saving very long Policy Verification Notes causes error
CL-5964 Case Summary, Cost/Maturity/Disposal: Dollar values displayed incorrectly
CL-5958 Import: show more errors to users (“Workbook does not have a sheet named Premium Schedules”…)

06 March 2019

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

New Feature

CL-5881 Case Summary, LE Reports: edit directly on the tab; Improve fields for all Underwriters; Improve User-defined reports

Improvement

CL-6085 Improve load time of Case Lists
CL-6081 Portfolio, A2E: significantly improve speed
CL-5689 Case: Make Country/State of Ownership optional; Insured: make State of Residence optional even if USA/Canada is selected

Bug

CL-6087 Servicing Tasks: can fail with very long Case Reference
CL-6080 Pricing: under certain conditions very short LE reports can lead to incorrect survival curves
CL-6078 Cancelling A2E at 100% shows an Unexpected Error message and improve progress bar
CL-6072 Closing, Contract Package: empty Building Block resulting in empty table cell causes Word to crash

12 February 2019

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

New Feature

CL-6067 Pricing: Add ability to calculate IRR from Purchase Date on portfolio

Improvement

CL-6063 Case Summary: improve parallel data loading
CL-5896 XML Export/Import: add Admin option to repeat NDB value on every row, even for Level policies

Bug

CL-6064 Bid Management: changes to Origination might not be audited correctly
CL-6055 Closing, Contract Package: Deleting Uncategorized document from document tab will error if used on Contract Package
CL-6032 Excel Uploader: cannot update Weightings in multiple Cases for a Linked Insured in a single file
CL-6030 Custom Reports: Exporting any field in the PS section without the PS Data field will cause blank columns to be exported
CL-6010 Audit: Ensure Entities are fully populated as required
CL-6008 Admin Log: Username is not populated for some actions
CL-6007 Premium Schedule and NDB Streams (XLSX) export on a Portfolio can fail to export when NDB payments are not stored in date order
CL-5995 Pricing: AV/CSV threshold based on following months COI fails when COI is extrapolated
CL-5988 Pricing: Implied mortality factor for lx blended curve not correct when using Fasano mortality table
CL-5868 Excel Uploader: Problems uploading multiple HCP if Specialization is missing
CL-5091 Excel Uploader: When importing the same insured 2+ times, we should display validation error
CL-5085 Insured Servicing: prevent deleting Health Status Contacts or Healthcare Providers in use by Insured Verifications

21 January 2019

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

Bug

CL-6013 Closing, Case Participants: Edit/Delete affects wrong row
CL-5955 Case Summary, Premium Schedule: Date validation not working correctly in Payment Rows

16 January 2019

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

Improvement

CL-5724 Death Registration: Add “County” (between State and City of Death)

Bug

CL-6011 Contract Package: Error when document does not have a template
CL-6006 Error from log: Creating Case in wizard or creating comment can error
CL-6004 Reporting: Improve test suite
CL-5998 Export Documents to FTP Task: the task should be retried when the initial FTP connection fails
CL-5992 Error from log: Database errors due to a type mismatch
CL-5971 Excel Import: Duplicate Case References causing issues during import

10 January 2019

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

Improvement

CL-5957 Case Summary, Case tab: convert to new style
CL-5949 Audit Log: Implement new Case Audit Type
CL-5947 Custom Reports: add Closing Checklist events from Closing Transaction

Bug

CL-5987 Bidding Transactions: Offer Letter icon doesn’t always work
CL-5986 Case Summary, Insured Tab: Editing underwriters or impairments after replacing insured can cause an error
CL-5975 Pricing: Newton Raphson solver returns next guess instead of current guess resulting in invalid solutions in rare circumstances
CL-5973 Pricing: Deterministic Breakeven calc can give randomly differing results in certain scenarios
CL-4565 ClariNet to ClariNet bidding: adjust “Allow Control of Closing”
CL-4337 Portfolio Composition: “Ready for Valuation” icon not red for Case with no Illustration or Premium Schedule
CL-4326 Contract Package: error when user doesn’t have role “Unredacted Data Access”