2020 Releases

ClariNet LS was last updated on 15 September 2022.

There have been a total of 269 releases.

Please contact us if you need more details about any release.

22 December 2020

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

Improvement

CL-6309 Audit Log: adjust Valuation Weightings, Case Status, Illustration, CRM and Invited User/Password Reset

Bug

CL-7249 Public API: Compliance Checklist PDF errors
CL-7261 Insured Unlinking: “Uncooperative Modified By” field causes a failure
CL-7104 Case, Cost/Maturity/Disposal: Calculated Data, Premium Reimbursement does not affect Cost Gain/Loss at Disposal
CL-7248 Portfolio, Lapse Risk Analysis: Cash Surrender Value not showing

15 December 2020

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

New Feature

CL-7174 Premiums: add Account Value at Coverage End
CL-7131 Pricing: Use new Coverage End Payment Type field

Improvement

CL-7150 Closing, Case Participants: edit without changing page
CL-6637 Cost Maturity Disposal Tab: Include loans and withdrawals from Payment History in calculation of Cost Basis

Bug

CL-7243 Pricing, Monte Carlo: Secondary Insured simulated date of death is correlated with subsequent case Primary Insured date of death
CL-6758 Case Summary, Valuation Settings: 0% blend is accepted, causes issues generating Valuations

Task

CL-7219 Pricing: AWS Lambda Protobuf serialization and S3 Repo
CL-7220 Pricing: AWS Lambda Work Queues
CL-7222 Pricing: AWS Lambda Database tables to manage Monte Carlo jobs
CL-7242 Pricing: improve random number generation

08 December 2020

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

Bug

CL-7236 User Activity Report: Timezones can be inaccurate

05 December 2020

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

New Feature

CL-7197 Case, Valuations: enter a User-defined LE directly on the page instead of using a saved LE Report

Improvement

CL-6708 Database: update datatypes to reduce storage
CL-7180 Public API, reports: prevent new identical requests identical to one already running
CL-6876 Underwriters Reports: optimize loading from database

Bug

CL-6974 Case Locking: Case page is not protected.

Task

CL-7193 Pricing: Refactor PricingModelService
CL-7183 Pricing: restructure pricing tests

19 November 2020

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

Bug

CL-7213 Premium Schedules: existing Illustrated schedules fail to load due to missing Premium Calculator Template

18 November 2020

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

New Feature

CL-7125 Admin, User Logs: add report of daily first/last activity per user
CL-7108 Public API: preliminary work to auto-generate documentation
CL-7067 Premium Calculator: add field to NLGs to represent floor on AV

Improvement

CL-5674 Portfolios, Servicing Tasks: use the new grid to allow grouping, sorting, filtering, reordering columns, etc.
CL-7070 Public API: New endpoint to return built-in reports
CL-7149 Closing, Price Allocation: edit without changing page
CL-7142 Transactions: Add new Trade Name field
CL-7140 Admin, Users: various improvements (add column showing Client Admin, show total number of users…)
CL-7064 Premium Schedules: add Premium Calculator Template dropdown to Illustrated Premium Schedules
CL-6882 AutoImport: re-instate clean-up of log entries older than 30 days

Bug

CL-5832 Pricing: Surrender Charge curve is calculated incorrectly for Gross Account Value Illustrations not paying ongoing Loan Interest
CL-7146 Pricing: Wrong Age Basis Calculation used to determine qx row
CL-7134 Submissions: Fix problems duplicating policy verifications
CL-7191 Error from log – Error editing Transaction Summary due to Date format
CL-7195 Portfolio Servicing can show deceased Insured Tasks In Second To Die Policies

02 November 2020

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

New Feature

CL-7133 Policy: Add new field Coverage End Payment Type

Improvement

CL-7020 Upgrade clarinetdemo.com
CL-7077 Advance Search: reorganise database to speed up Case Reference search and sorting
CL-7057 Pricing: Simplify COI Rate shown on Premium Calculator
CL-7059 Premium Schedules: add Total Premiums Paid at Date
CL-5984 Pricing: add ability to price UL policies that pay dividends
CL-5983 Case, Illustration: show Dividend column for Universal Life Policies

Bug

CL-6125 Pricing: Risk bumps on ROP cases not reflected in NDB
CL-7033 Alerts: Document alert type “Submission” fails
CL-7138 Pricing: Joint Survival Curve Calculated Incorrectly for First to die Policies
CL-6989 Import/Export: Built-in Report Wells Fargo omits leading zeros from Policy Number, ABA Number, Account Number, Client Ref
CL-7157 Error from log: Archive Case from Case Summary fails
CL-7158 Error from log: Deadlock when searching on case reference

Task

CL-7136 Pricing: refactor tenor

27 October 2020

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

26 October 2020

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

15 October 2020

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

Bug

CL-7141 Case, Closing: Currency fields should allow zeroes

14 October 2020

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

New Feature

CL-7139 Public API: Enable upload of multiple Cases at once

Improvement

CL-7132 Excel Portfolio Uploader: speed-up check for whether Case is new or existing

13 October 2020

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

Improvement

CL-6606 Closing: load all data without changing page (Document Verification)
CL-6638 Payment History: Add Cash Withdrawals and Loan Drawdown
CL-6607 Closing: load all data without changing page (Closing Checklist)
CL-6602 Closing: load all data without changing page (Summary)
CL-6980 Closing: load all data without changing page (remove redundant pages)
CL-6603 Closing: load all data without changing page (Price Allocation)
CL-7120 Pricing: Premium Calculator: reduce memory consumption when solving for COI
CL-6604 Closing: load all data without changing page (Case Participants)
CL-6605 Closing: load all data without changing page (Contract Package)
CL-6662 Case Summary, Documents and Order Tracking: add new type “Rx scan”

Bug

CL-6372 Sent Transactions and Portfolio Snapshots: find a more robust way to duplicate some parts of the Case
CL-6875 Case Summary, Premium Schedule: Input validation issues
CL-7100 Case, Transactions, Received Transaction: External transaction events have times adjusted during save
CL-7040 Advanced Search, Case Reference: shouldn’t filter out Snapshots based on the name containing the word snapshot
CL-7119 Portfolio Valuation: Ensure created date is loaded during valuation
CL-7106 Case, all dropdowns: show an error if the current value is not in the list of options
CL-6427 Pricing: Premium multiplier bump is not applied to Custom IRR in Portfolio Valuation
CL-5952 Pricing: in Premium Calculator Cash withdrawal amount warning is incorrect
CL-7117 Pricing: Premiums: Policy with Policy Date Feb 29 and Illustration paying loan interest annually calculates incorrect loan interest
CL-5928 Pricing: NLG months Duration from date is incorrect for converted policies

23 September 2020

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

New Feature

CL-6691 Illustration: Add new field ROP Factor
CL-6692 Pricing: Use new Illustration field ROP Factor to calculate NDB on ROP Policies

Improvement

CL-6724 Custom Reports: improve code
CL-7086 Re-organise client side scripting
CL-6619 Pricing, Deterministic Valuations: improve storage of LE Bump Percentage

Bug

CL-5497 Pricing: Premium Calculator: Illustrated premium NDB values are incorrect for increasing and ROP policies
CL-7105 Admin, User Logs: Search timeout, “something went wrong” message shown
CL-7113 Task Scheduler: Fix reliability issues
CL-7089 Case, Cost/Maturity/Disposal, Calculated Data: Premium Payments incorrect if number of Payments is greater than page size
CL-6957 Portfolio Uploader: ReadMe worksheet contains incorrect help link
CL-7085 Case: Leaving the Case page with a Case Lock will cause an error
CL-7096 Premium Schedules: Created Date is not set in Portfolio Context

22 September 2020

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

Bug

CL-7114 Public API, Custom Reports: API uses multiple definitions for duplicate reports

08 September 2020

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

07 September 2020

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

27 August 2020

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

Improvement

CL-7074 Admin, Client Dev List: adjust estimate and progress columns
CL-6634 Pricing: Premium Calculator: Add option to take minimum threshold value
CL-6905 Case, Cost/Maturity/Disposal: Add Loan Interest/Principal from Payment History in calculations
CL-7061 Portfolio charts: remove unreadable labels when chart is too busy

Bug

CL-6879 Pricing: IRR on Cost / Maturity / Disposal tab should include Loan Interest/Principal payments
CL-5738 Pricing: Premium Calculator: if illustration exceeds insured age 120, calculation fails with error

24 August 2020

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

New Feature

CL-6869 Custom Report: add “focused” to Transaction selection
CL-6575 Pricing: Allow users to specify a premium payment day in the month and a month shift

Improvement

CL-6896 Case: Display toast notification when Lock has been lost
CL-6608 Closing: Add to Case page as a left-menu item
CL-6950 Case, Cost/Maturity/Disposal: Add new calculated field “NPV Gain/Loss @ Purchase”

Bug

CL-7006 Alerts Popup: Unable to dismiss the popup when accessing a second time, no escape key functionality, menu bar disabled
CL-6860 Upload Data, Payment History: improve error messages
CL-6994 Case, Cost/Maturity/Disposal: Minor UI bugs
CL-6930 Pricing: Day 30/360 convention is incorrect for periods starting on date 30 and ending on date 31
CL-6998 Portfolio: Navigating between pages can leave page in inconsistent visual state
CL-6985 Errors from log: Date conversion issues in Payment History Excel Uploader

12 August 2020

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

Bug

CL-7043 Portfolio Upload: Specifying underwriter weightings can cause import to fail

11 August 2020

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

Improvement

CL-6991 Custom Reports: add Client Reference to CRM blocks (like Insured Verification Counter Party)
CL-7014 Admin, User, Roles: Show user’s name as well as username in title

Bug

CL-7015 Case Summary, Premium Schedule: Page Type only applicable for PDF
CL-7025 Case, Premium Schedules: Drag handle out of position
CL-7009 Case: CRM selector components border styling
CL-6995 Portfolio List: Showing validation messages when no longer required

05 August 2020

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

New Feature

CL-6907 Built-In Report: Add new 1099FIRE Report

Improvement

CL-6292 Pricing: use Annual Loan Payment field from Illustration
CL-6921 Case: when removing DOD, warn the user before clearing fields on Cost/Maturity/Disposal page
CL-6414 Pricing: Make Monte Carlo downloads consistent with Portfolio Valuation page
CL-6934 Database deployment tool: Enable conditional constraints
CL-6872 Closing Transactions: Remove duplication of Closing Side in Closing Transactions
CL-6158 Pricing: Premium Calculator, for increasing Policies show the Face + AV/CSV in DB field
CL-6915 Illustration: add field to allow annual payments of Loan Interest
CL-7001 Portfolio list: replace CSV with XLSX download and rename XML download filename to include Portfolio name

Bug

CL-5908 Audit Log: Entities that have not changed appearing in log
CL-6924 Portfolio Valuation, export: Fails to export when pricing based on Custom IRR
CL-6973 Pricing: Longevity Calculation Type = “Monthly” can generate incorrect survival curve for LE Report date after 28th with Policy Date 28th
CL-6147 Pricing: Premium Calculator: Annual Summary does not include POPCAT value
CL-7012 Case: Increase HTML conformity
CL-6262 Pricing: Mqx Chart on Single Policy Valuation screen is incorrect for some LE reports
CL-7000 Case Summary, Valuations: Large Survival Risk Analysis table can cause slow down
CL-6808 Pricing: Deterministic Results: downloading Deterministic Results file shows an error when fewer than 3 Custom IRRs are selected
CL-6854 Pricing: Premiums shown in Portfolio Composition are not correct at LE50 Date
CL-7010 Buy Box: Case info bar appears when it shouldn’t and Underwriters drop-down uses verbose name
CL-7007 Case, Transactions: Case Closing side selection issue
CL-7011 Admin, Compliance Checklist Defaults: Required field not treated as required
CL-6983 Error from log: Username containing commas causes an error
CL-6996 Case: Stop content moving around during load
CL-7016 Case, Illustration: Fix checkbox alignment
CL-7005 Case, Comments: Clicking tick icon does not change selection
CL-7008 Case: Date picker styling issue after using the calendar
CL-6992 Closing Dashboard: Error exporting Report to Excel
CL-7003 User, Change Security Details: Incorrect validation shown for existing password

24 July 2020

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

New Feature

CL-6929 Transactions with external Counterparties: allow delete

Improvement

CL-6506 Premium Calculator: Add Cash Withdrawal Inputs

Bug

CL-6831 Audit Log: incorrectly shows a “new” value for some DELETED operations
CL-6903 Received Transactions: remove time element of events to fix sorting
CL-6474 Pricing: Calculating realized IRR using purchase date on sold case with LE report after purchase date causes error
CL-6931 Error From Log: Problem with notifications during log-out
CL-6958 Custom Report: Problem with Premium Schedule data export
CL-6962 Cost, Maturity, Disposal: Setting Date Carrier Notified of Primary/Secondary Insured Death may not save

20 July 2020

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

Improvement

CL-5609 Pricing: Allow LE50 bump, MF bump, LE50 floor risk scenarios to be applied to cases with all mortality factor report inputs
CL-6895 Alerts: Update onscreen indicator automatically (red pill in menu bar)
CL-6904 Transactions: expose Recorded By/Date and Modified By/Date fields on web page and Custom Reports

Bug

CL-6938 Pricing: Deterministic PD + Xm calculation can be incorrect
CL-6757 Pricing: Incorrect NDB is used for increasing policies with loan outstanding.
CL-6833 Pricing: Policies with Policy Date 29/02 can cause Premium Calculator to fail to compute COI Curve with certain Account Value Dates
CL-6937 Pricing: Monte Carlo: Fee payments are not bucketed correctly

15 July 2020

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

Bug

CL-6925 API: Adding new CRMs through the API fails

14 July 2020

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

New Feature

CL-6824 Help Pages – New design
CL-6849 Admin, State Regulations: Allow document attachment
CL-6898 Pricing: New Valuation Parameter to Specify Use of Previous Month NDB in Calculating Expected Cashflows

Improvement

CL-6878 Portfolio, Snapshots: Allow customisation of Name and add Snapshot Types
CL-6880 Case: add alternative Case Reference fields for Agent, Broker and Provider
CL-6855 Admin, State Regulations: Convert to new style
CL-6761 Bidding Transactions: add Custom Bid Status to Case lists
CL-6899 Case Summary: Combine “Case lock” and “edits in progress” indicators
CL-6914 Portfolio: increase name’s maximum length from 50 to 200 characters
CL-6868 Bidding Transactions: add “Focus” radio button to Sent and Received Transactions table
CL-6874 LE Reports: Add Underwriter Polaris Underwriting Technologies
CL-6699 Servicing, Faxing: update software to latest version

Bug

CL-6274 Case Summary: new style modal popups are not greying out the background
CL-6271 Pricing: Interest payments are not generated for Whole Life policies with loans
CL-6678 Case Summary, Servicing tab: the Servicing Tasks list should update when Insured Date of Death is entered
CL-6343 Problems Logging In Screen: Typing token into UI rather than clicking link in email doesn’t work
CL-6677 Case Summary, Servicing tab: when no Portfolio is selected, the “No Servicing Tasks” message should be shown
CL-6738 Closing, Contract Package: Add document button not aligned with document type dropdown in Firefox
CL-6919 Case, Insured: Insured consolidation popup doesn’t have the correct width.
CL-6918 Case: Browser console error appears on load.

07 July 2020

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

Bug

CL-6923 Case Locking notifications: further adjustments

02 July 2020

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

Bug

CL-6917 Case Locking notifications: a Case Lock from a user is sometimes shown on the incorrect Case next to the padlock icon

30 June 2020

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

Bug

CL-6916 Auto Case Reference: SSNLast4 should use XXXX when SSN not provided

29 June 2020

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

Improvement

CL-6867 Transactions: do not share Custom Bidding Status between multiple submissions of a Case to/from a Counterparty

Bug

CL-6729 Case Summary, Insured: empty SSN gets saved as redacted XXX, and prevents insured linking
CL-6908 Public API: 403 response not working correctly
CL-6912 Transactions: Case Closing Side error can occur when accepting a Bid with an external CRM Counterparty for existing Transactions

25 June 2020

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

New Feature

CL-6712 Portfolio Monte-carlo: new Public API

Improvement

CL-6856 Case Summary, Transactions, Sent Transactions: show multiple Submissions to the same Recipient as multiple rows
CL-6697 Closing: Allow starting Closing with Bidding Transaction in any state (not just Bid Accepted)
CL-6656 Public API: new endpoint for getting list of Portfolio names

Bug

CL-6873 Premium Schedules: when viewing a saved Premium Schedule some dropdowns show “– please select –”
CL-6822 Portfolio: Remove PLAY icon from Composition tab list and update Transaction sorting
CL-6558 Ensure special characters are displayed properly everywhere
CL-6378 Audit Log: Improve logging of Document Type changes (e.g. Case Document -> Insured Document)
CL-6127 Import: improve validation to reject duplicate Premium Schedule Rows

11 June 2020

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

New Feature

CL-6813 New Export format to send Cases to Resscapital

Improvement

CL-6799 Case Summary, Cost / Maturity / Disposal: split into 3 tabs and add new 1099 fields
CL-6710 Pricing: improve architecture of Pricing Model in relation to the website
CL-6685 Deterministic Valuation: extend Realized IRR scenarios out to Coverage End
CL-6065 Audit Log: Implement remainder of Client Audit Type

Bug

CL-6870 User menu, Customize Homepage: fix data error
CL-6864 Pricing: Realized IRR is divided by 100 in Monte Carlo Per Simulation Results Excel
CL-6861 Error from log: Saving Registered owner as an Individual and setting an Address will cause an error
CL-6859 Pricing: Deterministic Valuation sheet in Excel Case Export is badly formatted when there are many IRR rows
CL-6858 Error from log: Duplicate API request parameters cause an error in the log
CL-6852 Case Summary, Transactions: unable to remove a Custom Bid Status from a Transaction
CL-6845 Top menu on smaller screens: prevent top right search box from showing on a second line
CL-6814 Pricing: Calculation of Date of death in deterministic sheet is inconsistent with Portfolio Valuation
CL-6790 Case Summary, Servicing Tasks: Health and Contact Details tasks are not showing
CL-6772 Admin Log: optimize logging of the start of a request
CL-6386 Advanced Search: Face Amount should search on Policy instead of Illustration
CL-6068 Audit Log: Servicing Setting Address / Payment are not recorded
CL-5833 Pricing: Fix issues with Portfolio created by Portfolio Generator

02 June 2020

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

New Feature

CL-6413 Portfolio Monte Carlo Valuation: Add IRR distribution to Per Simulation Results on Monte Carlo page

Bug

CL-6848 Sent Transactions and Portfolio Snapshots: Pricing Analyst and Compliance Checklist are not duplicated properly
CL-6847 Auto Import: task sometimes fails due to permission check

29 May 2020

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

New Feature

CL-6793 Case Summary: add live indicator (padlock on top right) showing who has the Case Lock for editing
CL-6568 Edit multiple Cases at once, when doing Closing Checklist for a tertiary transaction

Improvement

CL-6823 Privacy Policy Update
CL-6792 Portfolios list: Show Case counts for all Portfolios
CL-6760 Case lists: add Pricing Analyst column
CL-6746 Case Summary: replace tabs by a left menu
CL-6485 Portfolio Deterministic Pricing Report: add Gender column
CL-6402 Pricing: improve efficiency of HybridSolver
CL-6204 Case Summary, Payment History: Record when Premiums are paid and take that into account in Portfolio Valuations.

Bug

CL-6838 Case Summary, Case: Unable to enter case if Broker Contact is set and Broker is blank
CL-6836 Import/Export Public API: long running Reports generated in the background do not apply all user permissions correctly
CL-6816 Pricing: Calculation of IRR on LE Date on Deterministic Pricing Results Sheet can be Wrong in Purchase Date is in the same month as Value Date
CL-6815 Upload Data: External Valuation History upload not appearing
CL-6803 Pricing: Policy Year shown in Annual Summary is sometimes incorrect
CL-6377 Audit Log: Ensure Closing Transaction edits are always logged correctly
CL-6261 Audit Log: Order Tracking and Custom Bid not logging changes
CL-6079 Case Summary: duplicate Premium Schedules are being created

21 May 2020

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

Bug

CL-6829 Some dropdowns (autocomplete with history) do not save updates

15 May 2020

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

Bug

CL-6821 Case Summary, Premium Schedule: Custom Payments missing on initial load
CL-6820 Case Summary, Premium Schedule: Maturity Age and Frequency required to save
CL-6819 Case Summary, Transactions: Case Lock is released too early when editing other tab

13 May 2020

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

Bug

CL-6809 Case Summary, Premium Schedules: changes on Minimum Premium Account Value tab can cause inputs to be lost

12 May 2020

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

Bug

CL-6806 Case Summary, Valuation Settings Weightings: column headers are not lining up with the data
CL-6797 Case Summary, Valuation: exporting a Valuation to PDF when Policy has no Carrier fails with a generic message
CL-6731 Case Summary, Valuation Settings: LE Report Weightings issue causes Custom Report failure
CL-6640 Case Summary, Illustration Tab: error when generating Illustration without setting up Primary Insured first

05 May 2020

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

Improvement

CL-6796 Lyric AutoImport: further update to date format handling
CL-6714 Case Summary, Insured Verification: Allow Name Variations to be editable in right section
CL-5951 Audit Log: Implement new Portfolio Audit Type

Bug

CL-6789 Case Summary, Insured LE Reports: Impairment lookup not working for ITM/21st reports
CL-6698 Custom Reports: hide “Valuation/A2E Settings” choice in Repeat dropdown when not relevant

28 April 2020

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

Improvement

CL-6598 Case Summary, Transactions: move Bid Management to Case Summary, improve interface
CL-6206 Admin, User Roles: Add more granular read and edit Roles for Case Summary
CL-6770 Lyric AutoImport: update to handle new date format in filenames
CL-5203 Custom Reports: Add calculated field: “First non-zero Payment Date”

Bug

CL-6777 Premium Schedule Excel Upload: Schedule rows are missing after import

20 April 2020

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

Bug

CL-6776 Error from Log, Background Task Runner: exporting Insured Verification in AutoImport/Export can fail
CL-6775 Case Summary: Email selection sometimes fails in dropdowns
CL-6773 Case Data Upload: Uploading large files can trigger warning message

16 April 2020

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

Bug

CL-6771 Admin Logs: adjust start of request logging

16 April 2020

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

Improvement

CL-6756 Policy: Ensure Carrier popup shows apostrophe correctly and update AMBest Feed configuration
CL-5911 Admin Logs: Add logging to capture the start of the request

Bug

CL-6759 Case and Insured: Ensure CreationSource is only and always set for adding, not editing
CL-6754 Pricing: Realized IRR calculation on Cost/Mat/Disposal page is incorrect for pending maturity joint life cases
CL-6748 Error from log: Case State alert failing database calls

01 April 2020

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

Improvement

CL-6751 Improve user analytics

Bug

CL-6750 User: Browser autofill can stop user Invitation
CL-6749 The Site Offline page is not showing during planned maintenance
CL-6578 Case Summary, Cost / Maturity / Disposal: ensure calculated fields are updated when related data changes

25 March 2020

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

Bug

CL-6742 Case Summary: Archive Case popup can appear when pressing [Enter] on another tab
CL-6741 Custom Reports: Report button can be incorrectly disabled on the search results page
CL-6740 Reset Password: Resetting a password can sometimes fail with a passwordAnswer error

24 March 2020

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

New Feature

CL-6704 Valuation Template: Add new option to skip first year of improvement when aging from U/W date
CL-6565 Case Summary: add all Case Export options in Case Summary

Improvement

CL-6723 Improve memory management on web server
CL-6721 Custom Reports: Speed up calculation of min and max dates for Premium Schedule Data field
CL-6720 Custom Reports: Speed up generation when report doesn’t contain Premium Schedule Data field
CL-6717 Import/Export Public API: Give 404 instead of 500 error for incorrect URLs
CL-6703 User Roles: Convert User Roles page to new style
CL-6690 Custom Reporting: Add Last Change of Health Comment
CL-6674 Portfolio pricing: don’t load Descriptions or Comments

Bug

CL-6730 Case Summary, Cost / Maturity / Disposal: NPV / Cost Gain / Loss at Disposal using incorrect fields
CL-6722 Exports and reports: prevent generation for more than 6,000 Cases
CL-6673 Admin, Pricing & Risk, Templates: Created date column is wrong for copies
CL-6647 Unable to delete Offer Letter Templates
CL-6642 Built-in Report: Premiums and NDB report is not correctly reporting RDB schedule adjustments to NDB
CL-6584 Premium Schedule & NDB Streams export: when there is no payment for the month, output 0 instead of a blank cell
CL-6431 Insured, Name Variations: avoid duplicating identical comments during Merge
CL-5863 Alerts: Ensure Documents uploaded via Zip upload trigger correct Document Alerts

09 March 2020

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

New Feature

CL-6573 Pricing: Allow time period to be specified in NDB Collection Lag Valuation Template parameter

Improvement

CL-6654 Help/Templates: Add versioning to templates in the ‘Other’ section

Bug

CL-6718 Public API: JSON responses can be incomplete

04 March 2020

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

Improvement

CL-6707 Database: optimize log data for support
CL-6684 Case Summary, Servicing: Add new field ‘Claims Fax’

Bug

CL-6709 Public API: Background Reports not completing successfully
CL-6452 Pricing: Net amount at risk calculation incorrect for cases with loans outstanding
CL-6286 Portfolio Valuation page: Results Summary CSV does not quote commas in case references

28 February 2020

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

Bug

CL-6706 Case Summary, Case: Investor Code in use should not check against current case

28 February 2020

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

New Feature

CL-6663 Improve memory monitoring
CL-6162 Case Setup Form: Allow multiple Cases to be created for the same Insured

Improvement

CL-6683 Maturity Report: Update ‘Maturity Counts’ section
CL-6643 Improve database concurrency under heavy load
CL-6621 Import/Export Public API: Allow long running Reports to generate in the background
CL-6610 Security: ensure SSL/TLS certificate compliance after Certificate Authority update
CL-6577 Dropdown: Allow blank selection where appropriate
CL-6561 Case Summary, Policy tab, AMBest popup: add Parent Company information.

Bug

CL-6689 Case Summary, Cost / Maturity / Disposal: NPV / Cost Gain / Loss at Maturity using incorrect fields
CL-6688 Deployment: Improve database deployment tool
CL-6687 CRM: Allow Individual Title to be optional
CL-6686 User Roles, Audit Report: Issues running report if First/Last name are empty
CL-6658 Case Summary, Policy tab: AMBest tooltip has disappeared

13 February 2020

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

Improvement

CL-6669 Excel Portfolio Uploader: Improve feedback when incorrectly importing Aggregate Smoking Status
CL-6664 MS Excel like grid: improve versioning
CL-6616 Case Summary, Cost / Maturity / Disposal: Add new fields
CL-5142 Illustration: new Issue State field

Bug

CL-6675 Case Export: Premium Includes Loan Interest Paid exported twice causing invalid XML
CL-6671 Valuation: Specifying Loan Interest Payment Separately Can Cause Incorrect Valuation

05 February 2020

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

Bug

CL-6653 Monte Carlo, Decile exports: Dates always in DD/MM/YY format

03 February 2020

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

New Feature

CL-6586 User Roles: add Audit Report showing all Users and all Roles (accessible by Subscriber Admins)
CL-6585 Portfolio Monte-carlo: add decile report
CL-6576 Custom Reports: add drag and drop to Selected Columns, and prevent Selected Columns from scrolling
CL-6574 Pricing: Add new Valuation Template parameter to subtract 0.5 months from all LE inputs to pricing

Improvement

CL-6644 Case Summary, Premium Schedules: improve load time
CL-6620 CRM: Update logic to check if CRM is in use
CL-6610 Security: ensure SSL/TLS certificate compliance after Certificate Authority update
CL-6569 Cost/Maturity/Disposal tab, Maturity Claim: add Received Date (in addition to Payment Date and Distribution Date)
CL-6559 Import/Export Public API: Export Custom Reports
CL-6363 Premiums: Add Loan Interest Payment stream to Premium Schedule
CL-6348 Current NDB: display in Portfolio Valuation Results Summary and make available through Custom Reports
CL-6316 Custom Reports: create a copy of a built-in report
CL-6226 Exports / Reports: Add Loan Interest and Principal

Bug

CL-6649 Policy tab: Carrier Issue Age not saving calculated value and override separately
CL-6645 Archived Case: Restoring a Case may leave that Case in Case Setup status
CL-6633 Testing: fix some unit tests so they work in different time zones
CL-6630 Insured Obituary Search: Unable to delete individual exclusion
CL-6629 Case Summary, Premium Schedules: Minimum Premium Account Value “Premiums” column should show Total Premiums Paid To Date
CL-6595 Premium Calculator: Cash withdrawals cause incorrect reduction in DB on increasing policies
CL-6590 Case Summary, RDB tab: Values on “Table Parameters” do not clear on ‘CANCEL’ or ‘UNDO’
CL-6563 LE Reports: Don’t allow Aggregate Smoking Status if Underwriter is not Fasano
CL-6441 Case Setup Form and all imports: use Policy defaults (Age Basis, Lapse Basis, Surrender Charge Type, charges and frequencies) from Admin page, like Wizard does.
CL-5993 Case Summary: the Case information bar does not load when the User lacks the Case Data Role

16 January 2020

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

Bug

CL-6618 Excel Case Export: Deterministic Valuation sheet is not shown when using an LE Bump Percentage greater than 0
CL-6615 Excel Case Export: Case with Optimal NLG Premium Schedule fails to export
CL-6613 Case Summary: Case can be stuck in Case Setup
CL-6612 Case Summary, Servicing: Tax Id not populating
CL-6611 Case Summary, Illustrations and Premium Schedule: New spreadsheet style tables not displaying correctly in Firefox

14 January 2020

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

New Feature

CL-6572 Client Development list: add new page in Admin menu (with new Role) to list pending and closed tickets
CL-6552 Case Wizard: Remove Wizard, allow Case creation on Summary page
CL-6256 Obituary Search: Search sites and produce new Report of potential obituaries
CL-6217 Case Summary, Premium Schedule: Allow charges (PPC, PUC, POPC) and COI Value to be editable
CL-5762 Structured Settlements Excel Addin: Add 2015 VBT and add contingent annuities referencing joint lives

Improvement

CL-6580 Public API: Limit Concurrent usage and add throttling
CL-6484 Case Summary, Illustration: Increase allowed decimal precision for Per Unit Charge, Initial AV/CSV
CL-6382 Admin, Invited Users: allow user invites to Clearlife emails in use by user accounts
CL-6315 Portfolio Valuation: add Description
CL-6220 Servicing tab: add Contact Info for the Carrier’s Claim Department and Check Document Upload
CL-6188 Case Summary, Policy tab: add additional fields (COI, Supplementary Rider, etc…)
CL-5684 Document Types: add Premium Finance Doc, Personal Guaranty, Contract Request Form, COO/COB Forms, Certification of Trustee Powers
CL-5647 Documents tab: New Document Type “Case Underwriting” at Case level

Bug

CL-6596 Case Summary, Insured Verifications: unexpected Document deletion
CL-6594 Custom Reports: ensure NLG ordering matches the Policy tab
CL-6593 Case Summary, Premium Schedule: NDB should be able to run to Coverage End Date minus one month
CL-6587 Menu: Ensure Admin menu is hidden when no admin pages available to view
CL-6566 Latest VOC report: Add missing fields Last Loan Amount and Date
CL-6562 Max/Min properties of TextBox do not work correctly when a group (thousand) separator is present
CL-6555 Excel Portfolio Uploader: Transactions not adding Payment Information for Bid
CL-6291 Portfolio Valuation: LE Selection and Blending Rules should only be applied when the Valuation is created