2021 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.

14 December 2021

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

New Feature

CL-8092 Pricing: Calculate Mortality Factor Adjustment to match Actual to Expected
CL-8031 Portfolio A2E: Solve for Mortality Factor Adjustment
CL-8032 Portfolios, Valuation/Monte Carlo/A2E/Risk Analysis: add native Excel file downloads in addition to existing CSV

Improvement

CL-8091 Pricing, A2E: Actual bucketing must match the Expected bucketing
CL-7448 Administration, Exports and Reports: Upgrade to new style
CL-7444 Administration, Obituary Search: Upgrade to new style
CL-7437 Administration, Contract Package Defaults: Upgrade to new style
CL-7449 Administration, Custom Reports: Upgrade to new style
CL-8095 ClariNet, Dropdowns: Improve browser compatibility

Bug

CL-8088 Pricing, Valuation Templates: change “Set Value Date to Next Policy Monthiversary” to “Value Date Shift Type” (None, Next, This Month)

29 November 2021

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

Improvement

CL-7439 Administration, Development List: Upgrade to new style
CL-7450 Administration, Servicing Settings: Upgrade to new style
CL-7451 Administration, Subscriber Information: Upgrade to new style
CL-7452 Administration, Timeouts: Upgrade to new style
CL-7435 Administration, Case Setup: Upgrade to new style
CL-7433 Administration, Auto Import & Export: Upgrade to new style
CL-7438 Administration, Death Tracking Sources: Upgrade to new style
CL-7436 Administration, Compliance: Upgrade to new style
CL-7453 Administration, User Logs: Upgrade to new style
CL-8042 ClariNet, Error Handling: Improve capture of diagnostic information when errors occur
CL-7432 Administration, Accounting: Retire feature
CL-7456 Administration, Portfolio Setup: Upgrade to new style
CL-7457 Administration, Temporary Logins: Upgrade to new style

Bug

CL-7987 Pricing: Non-policy monthiversary premium payments on deceased case causes pricing failure
CL-8082 Portfolio, Actual Expected: Unknown error when calculating Deterministic results when Coverage End is before Value Date
CL-7767 Case, A2E Settings: after importing Historical A2E Weightings, the “Current” row is missing

11 November 2021

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

Bug

CL-8024 Case, Insured Verification: Not possible to save a document when using Verification Type of Medical Record

09 November 2021

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

Improvement

CL-7515 Case, Insured Verifications: Upgrade to new style

Bug

CL-7879 Case, Policy: Inaccurate tooltip on Policy product when disabled
CL-7847 Case, Cost/Maturity/Disposal: Potential Profit, Potential MoM and NPV Gain/Loss at Disposal fields calculated incorrectly for sold Case
CL-7910 Case, Insured Servicing: Deleting a HCP & HSC not handled correctly
CL-7955 Case, Insured: State of Residence should not be required
CL-8011 User, MFA Registration: Typo “Mult-Factor Authentication Device”
CL-7795 Policy: Issue Date Conversion Date label is wrong
CL-8009 Insured, Search: loading spinner too close to header
CL-8010 Invite E-mail: Change “Customize Homepage” to “Customize Case Lists”
CL-8008 Case, Valuation Settings: Smoking Status not correctly formatted

05 November 2021

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

Bug

CL-7995 Portfolio: Cannot snapshot portfolio due to possible infinite recursion

01 November 2021

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

21 October 2021

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

Bug

CL-7948 Custom Fields: Deleting a Custom Field deletes data from another Custom Field with the same name on a different parent entity

18 October 2021

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

Improvement

CL-7715 Homepage, Case List: allow different columns in each list, column resizing and pinning
CL-7810 Case, Bidding and Closing Transactions: verify upgrade to new style
CL-7896 Case, Audit Log: allow longer time to generate the content for large logs
CL-7513 Case, Servicing: Upgrade to new style
CL-7504 Case, Valuations: Upgrade to new style
CL-7497 Case, Insured, Summary: Upgrade to new style
CL-7509 Case, Valuation Settings: Upgrade to new style
CL-7719 Servicing, Faxing and SMS: update software to latest version
CL-7512 Case, External Valuation History: Upgrade to new style

Bug

CL-7882 Invite E-mail: Change “Case Summary” to “Case View”
CL-7878 Case, Order Tracking: Completed Date is not indicated as a required field
CL-7892 Insured, Consolidation: Does not properly match Insureds unless SSN is provided
CL-7907 Portfolio, Monte-Carlo: charts can’t swap between Periodic/Cumulative and different Statistics
CL-7906 Login, MFA: MFA textbox should have focus (cursor inside it)
CL-7897 Case: Searchable dropdowns not auto focusing
CL-7869 Case, Policy Verification: Incorrect tooltip for Lapse Risk Analysis
CL-7876 Case: Left hand edge styling issues
CL-7820 Case, Documents: Edit is hidden behind textbox during scroll
CL-7877 Case, Illustration: Changes can be lost when jumping to view an Illustration
CL-7821 Case, Transactions: On Resubmit Documents can all be pre-selected unintentionally
CL-7940 Case View: make all Edit buttons scroll with page
CL-7778 Case, Creation (Form): Uploading a large Document results in an unhelpful error

29 September 2021

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

Bug

CL-7894 Case: Incorrect handling of some negative numbers

27 September 2021

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

New Feature

CL-7594 Pricing: Define pricing entity DTOs
CL-7690 Pricing: Implement minimum DTO to domain mapping
CL-7351 Public API: New endpoint to run Export Templates

Improvement

CL-7814 Case, Cost/Maturity/Disposal: add Purchase Notes text field
CL-7659 Valuation Settings, A2E Weighting History: various improvements
CL-7511 Case, Payment History: Upgrade to new style
CL-7514 Case, Policy Verifications: Upgrade to new style
CL-7516 Case, Order Tracking: Upgrade to new style

Bug

CL-7855 Case, Illustration: Illustrated Age control retains previously viewed value
CL-7822 Case, Closing: Missing tooltips on pdf downloads when in Edit mode
CL-7828 Case: Tables incorrectly show column as sortable when it is not
CL-7838 Case, Insured, LE Reports: Impairments should be available for underwriters other than AVS
CL-7779 Advanced Search: “Something went wrong” error when listing Saved Searches made by a user with no name
CL-7874 Error from log – Portfolio Charts report causes an error
CL-7875 Advanced Search, Comments: Should not show scroll when there is only a single result

Task

CL-7695 Pricing: Refactor PaaS API namespace
CL-7677 Pricing: Create basic entity DTOs (no validation)
CL-7678 Pricing: Create minimum settings DTOs (no validation)
CL-7688 Pricing: Add validation to entity DTOs (partial task)

22 September 2021

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

Bug

CL-7817 Case, Closing: Contract Package templates failing to populate some fields

21 September 2021

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

09 September 2021

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

Bug

CL-7832 Case, Cost Maturity Disposal: Calculated data is not displaying thousands-separator
CL-7836 Case, Closing: Price Allocation rounds sum incorrectly
CL-7837 Case: Thousand separators are not added correctly to numeric fields

08 September 2021

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

Improvement

CL-7517 Case, Grace Notices: Upgrade to new style
CL-7724 Upgrade database connection and caching layer
CL-7510 Case, Pricing Settings: Upgrade to new style
CL-6696 CRM: Investigate and improve speed on searching
CL-7498 Case, Insured, LE Reports: Upgrade to new style
CL-7508 Case, Illustration: Upgrade to new style
CL-7791 Public API, Report Status: Add a 4h timeout and return 400 Bad Request after that

Bug

CL-7781 Custom Fields, Imports & Exports: Very small decimal values export in scientific notation which cannot be reimported
CL-7777 Case, Transactions: Bid Condition fields don’t populate from Admin/Defaults correctly
CL-7772 Admin, Interaction: Some fields under Bid Condition Defaults section are not saving and two fields missing
CL-7759 Portfolio XML Export: Custom Fields are missing
CL-7775 Advanced Search: Incorrect validation error when reloading Saved Search results
CL-7740 Case, Insured, LE Reports: Cleared values should not remain selected by Valuation Settings
CL-7776 Portfolio, Actual Expected: Duplicated error messages during Durational Probabilistic generation
CL-7830 Case, Policy: Edit incorrectly disabled after modifying Documents
CL-7588 Portfolio, Closing Checklists: Console error when editing a date column
CL-7823 Case, Policy Verification: Incorrect message can be shown on Delete tooltip
CL-7825 Insured, Servicing: Ensure Lock is handled correctly when adding HSC

Task

CL-7796 Modern Grids: Update license

20 August 2021

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

Bug

CL-7787 Custom Fields: Removing all field values may not Save, improve error message and fix True/False on Excel Importer

19 August 2021

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

Improvement

CL-7699 Portfolio Servicing Tasks: add Policy Face Amount column
CL-7660 Automation Testing Improvements
CL-7714 Security: fully disable TLS1.0 and TLS1.1 for connecting to clarinetlive.com and 3rd party ftp
CL-7707 Documents, redaction and PDF reports: expose license information to avoid watermark
CL-7561 Case, Insured: Allow User to toggle between linked Cases
CL-7518 Case, Audit Log: Upgrade to new style
CL-7753 Security: update vulnerability scan schedule window
CL-7764 Custom Reports: Add Order Tracking “Service Provider Cost to you” and “Total Fee charged by you” fields
CL-7547 Custom Fields, Import & Export: Add Custom Fields to Excel Uploader
CL-7716 Deploy Process: remove redundant database backup to speed up deployment
CL-7733 Case, Premium Schedules: Don’t remove Custom Payments on Premium Calculator Template change
CL-7736 Security/Compliance: adjust configuration (require SSL on more cookies)

Bug

CL-7752 Pricing: Graded and Delayed Surrender Charges not calculating correctly
CL-7750 Pricing: Premium calculator is modelling increasing cases with loans incorrectly
CL-7754 Pricing: Probabilistic Durational A2E calculation errors
CL-7612 Case Export: E-mail Case produces an XML containing an error
CL-7735 Reporting: ‘Portfolio Task & Follow Up Report (CSV)’ has incorrect column order if Insured is in Multiple Cases
CL-7760 Custom Fields, Imports & Exports: percentages should be represented as decimals (75% is 0.75, not 75)
CL-6737 Policy Product: ensure Product Name is unique for Carrier
CL-7766 Portfolio, Snapshot: Fails when Case has a specific Policy Verification selected in Valuation Settings and that Verification has a Document attached

Task

CL-7395 Custom Reports: Memory usage investigation and improvements

05 August 2021

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

Task

CL-7762 Security: renew SSL certificate

30 July 2021

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

Bug

CL-7755 Pricing: Improve Durational A2E Error Messages and Fix Issue with LE report Selection
CL-7751 Custom Reports: Incorrect number of columns generated when using ‘Group LE Reports By Underwriter’, and with Linked Insureds.

26 July 2021

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

Bug

CL-7746 Session timeout: Session lifetime not honoured correctly on some pages

21 July 2021

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

Bug

CL-7742 Pricing: Probabilistic A2E Fixes

20 July 2021

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

Bug

CL-7741 Case, Cost/Maturity/Disposal: rounding issue on numbers with decimals

19 July 2021

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

Bug

CL-7732 Insured, Servicing: General data is not shown until Edit is clicked
CL-7739 Case, Cost, Maturity, Disposal: Aged LE does not accept decimals, copy/paste does not work

13 July 2021

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

New Feature

CL-7662 Custom Fields: Delete field definition and all underlying existing data

Improvement

CL-7503 Case, Insured, Name Variations: Upgrade to new style
CL-7637 Export Templates: Admin UI improvements
CL-7564 Built-in Reports: Add Cash Withdrawals to the Premium Schedule and NDB Streams report
CL-7496 Case, Compliance Checklist: Upgrade to new style
CL-7494 Case, Comments: Upgrade to new style
CL-7501 Case, Insured, ICD9 Impairments: Upgrade to new style
CL-7502 Case, Insured, Servicing: Upgrade to new style
CL-7492 Case, RDB: Upgrade to new style
CL-7700 Security/Compliance: adjust configuration (prevent frames, require SSL cookies)
CL-7706 Case lists: click anywhere on the row to view the Case
CL-7495 Case, Cost, Maturity, Disposal: Upgrade to new style
CL-7641 Import, Insured: Allow specifying Primary or Secondary when a single Insured is in the import file
CL-7661 Valuation Settings for A2E: add historical weightings to Custom Reports

Bug

CL-7698 Pricing: Simplify usage of Actuarial Tables
CL-7711 Case, Servicing: Servicing Address and other fields not editable when they should be
CL-7702 Case, Documents: Closing Checklist documents show “Invalid selection” for Linked Entity
CL-7701 Case, Documents: Investigate slow load times for Documents tab
CL-7685 Import/Export: MaturityAge/ExtendedDbAge should not be output to XML when Maturity specified via date
CL-7658 Documents: Improve secure uploads
CL-7667 Single Policy Valuation: on the fly LE weighting is missing Use Improvement flag
CL-7683 Portfolio Excel Uploader: Secondary Insured details overwriting Primary Insured if Primary Insured not included
CL-7597 Admin, User Logs: Failure when there is a Last name containing an apostrophe
CL-7595 Import, Policy: Maturity and Coverage Dates updates needs to trigger key data change behaviour (freeze Vals, make PS Manual)
CL-7729 Case, Policy: Maturity Age Calculation not using Joint Life Payout appropriately

Task

CL-7712 Security: update MFA for ClearLife users
CL-7615 Build Process: Integrate emergency releases into new process

02 July 2021

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

Bug

CL-7682 Portfolio, Charts: Regional Map Charts, Portfolio Charts (PDF) broken

21 June 2021

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

Bug

CL-7681 Case, Policy: Maturity Age via Coverage End/Deduction End Date incorrect on Excel import

15 June 2021

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

New Feature

CL-7634 Pricing: some cleanup of tests
CL-7580 Custom Fields, Case Merging: Support Source/Target selection
CL-7424 Custom Fields, Export Templates: Allow Custom Fields to be included in Export Templates
CL-7423 Custom Fields, Reports: Allow Custom Fields to be included in Custom Reports

Improvement

CL-7542 Export Templates: further improvements and bug fixes
CL-7572 Montgomery/Coventry Servicing, XML Import: Handle duplicate records during Insured Tracking import
CL-7493 Case, Documents: Upgrade to new style
CL-7491 Case, Policy: Upgrade to new style
CL-7313 Valuation Settings for A2E: add historical weightings to import/export including Excel Uploader
CL-7538 Documents, Redaction: Upgrade PDF/Image conversion tool
CL-7635 Case, Documents: Add Document Type filter

Bug

CL-7652 Error from log: Error sending an invite to a user with an e-mail address already taken
CL-7563 Case, Premium Schedules and Valuations: change confusing label “Start Date” on AV/CSV and Assumptions tabs
CL-7215 User Activity Report: Can sometimes show “Something went wrong” error when requesting a large number of results

26 May 2021

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

Bug

CL-7653 Custom Reports via API: User roles not loading correctly

25 May 2021

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

Improvement

CL-7609 Pricing: improve Pricing regression tests
CL-7579 Case, Insured Verifications: Allow updating of Insured Verification by Public ID in XML Importer
CL-7312 Valuation Settings for A2E: add historical weightings for use in Durational Probabilistic A2E
CL-7575 Authentication: upgrade Users to support Claims-based authentication
CL-7605 Advanced Search, Case Lists: Add attributes for automated testing

Bug

CL-7606 Valuation Settings: Weightings must add up to 100% error showing incorrectly in some cases
CL-7610 Built-in Reports: Maturities (CSV) report has incorrect label for “Use Death Confirmed Date”
CL-7601 Case, Merging: Error when attempting to merge Case
CL-7600 Case, Policy: Setting a maturity via date before adding an Insured causes an error
CL-7604 Export Templates: Spreadsheet export does not support Guid values
CL-7599 Insured, LE Reports: Cannot edit Secondary Insured LE Reports using Public ID

Task

CL-7607 MANUAL RELEASE STEPS FOR NEXT RELEASE

12 May 2021

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

Bug

CL-7613 Email Alerts: emails are not being sent for Case Status, Case Events and Bid Expiry (red pill in menu bar and Documents are not affected)

04 May 2021

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

New Feature

CL-7234 Policy: Allow Policy Maturity and Coverage End Date to be specified instead of ages
CL-7426 Custom Fields, Import & Export: Add Custom Fields to XML
CL-7560 Custom Fields, Portfolio Snapshot: Include Custom Fields in Snapshots
CL-7389 Custom Fields, UI: Show and Edit Custom Fields for Case, Insured or Policy
CL-7202 Montgomery/Coventry Servicing, XML Import: import “Maturity Info” XML
CL-7388 Custom Fields, Infrastructure: Store custom field values for Case, Insured or Policy
CL-7574 Montgomery/Coventry Servicing, XML Import: import “Paid To Date” XML

Improvement

CL-7323 Advanced Search, Case Lists: upgrade to new-style and use same new grid as homepage
CL-7490 Case, Case page: Upgrade to new style
CL-7559 Case, Case merging: Upgrade to new style

Bug

CL-7270 Insured Servicing: Tracking Agent can show blank entries
CL-7416 Case, Illustration: Move “First Premium is Annualized” and do not select “Loan” on creating new Illustration
CL-7287 Documents: Document upload won’t allow repeated upload/delete of unsaved document
CL-5405 Servicing: Alerts and Red Pill shows for snapshot cases

13 April 2021

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

New Feature

CL-7386 Custom Fields: Initial Infrastructure
CL-7204 Montgomery/Coventry Servicing, XML Import: import “Payment” XML
CL-7387 Custom Fields, Administration: Allow custom fields to be defined for Case, Insured or Policy

Improvement

CL-7391 Export Templates: add calculated Valuation fields and further improvements
CL-7154 Case, Closing: finalize edit without changing page
CL-7322 Test and update DR Procedure
CL-7551 Order Tracking: Cannot send fax while attaching existing document
CL-7398 Login: Display DigiCert verification seal
CL-7539 Custom Fields, Permissions: New Role for Administration

Bug

CL-7419 Testing: Fix a failing unit test due to DST issue
CL-7415 Case, Valuations: Unable to use On the fly valuations without an LE report
CL-7543 Case, Closing, Price Allocation: Bid Condition documents are not always saved

01 April 2021

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

Bug

CL-7422 Case, Closing: Checklist completed events are not recorded and existing ones cannot be updated

23 March 2021

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

New Feature

CL-7201 Montgomery/Coventry Servicing, XML Import: import “Income DB” XML
CL-7203 Montgomery/Coventry Servicing, XML Import: import “Servicing” XML
CL-7182 Illustration: Add checkbox and column to deal with time varying loan accrual rate
CL-7185 Premium Calculator: Add NLG Payment Start Date

Improvement

CL-7311 Insured, LE Reports: Edit LE Reports using Public ID in Excel Importer and new API
CL-7330 Home Page: Load searches individually
CL-7151 Closing, Document Verification: edit without changing page
CL-7153 Closing, Closing Checklist: edit without changing page
CL-7362 Task Scheduler: Improve memory monitoring

Bug

CL-7399 Case View: Error when viewing Case with Case Reference ending with a dot
CL-7403 Case: Portfolio popup doesn’t link to Search for Portfolios containing the Case
CL-7401 Case, Valuations: Selecting “On the Fly” with no other data yields generic error when generating
CL-7405 Case, RDB: Table Parameters styling issues
CL-7402 Case, Premium Schedule: Manual Premium Schedule not showing Coverage or Deduction End in Policy Summary
CL-7376 Payment History: Import of zero premium amounts are imported as nothing
CL-7383 Import, Transactions: Inform user when Transaction is missing Counter Party information
CL-7341 Case, Payment History: Import/Export round-trip for Premium Schedule Month inconsistency
CL-7411 Case, Closing: Sub-tab content incorrect after switching between transactions
CL-7337 Case, Valuation: “On the Fly” LE Report not working for Scratch Pad
CL-7407 Case, Closing: Unable to delete Closing transaction
CL-7409 Case, Closing: Styling issues around Edit buttons

10 March 2021

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

Bug

CL-7385 Case View: Malformed URL when Case Reference contains special characters

01 March 2021

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

New Feature

CL-7206 Montgomery/Coventry Servicing, XML Import: import “Cashflows” XML
CL-7205 Montgomery/Coventry Servicing, XML Import: import “Insured Tracking” XML

Improvement

CL-7152 Closing, Contract Package: edit without changing page
CL-7255 Build Process: improve speed and concurrency
CL-7317 Case view: Remove old redundant page transitions
CL-7022 Portfolio Servicing Tasks: go to new-style Case page instead of old-style pages
CL-7288 Closing, Contract Package: Edit comments control
CL-7327 Case: Add Public ID
CL-7336 Export Templates: New functions, performance improvements
CL-7286 Custom Reports: add “Use Most Recent” for all Valuation Settings
CL-7310 Insured, LE Reports: Add Public ID
CL-7367 Monitoring: upgrade production infrastructure monitor

Bug

CL-7340 Public API: Reports not completing
CL-7356 Case, Premiums: No rows displayed when generating table for ‘Whole life Policy’ using the Premium Calculator
CL-7344 Payment History: Import for multiple Cases fails with date validation error
CL-7361 Public API, Report Task: Error starting multiple report tasks simultaneously
CL-7363 Case view: URL should not include the word “Summary”

Task

CL-7328 DevAdditions: Add 2 new users(demoinvestor1, demoinvestor2)

10 February 2021

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

Improvement

CL-7334 Pricing, Monte Carlo: reduce memory requirements for results

Bug

CL-7338 Pricing, Monte Carlo: error can occur at 100% completion

09 February 2021

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

New Feature

CL-7109 New Export Templates feature
CL-7199 Montgomery/Coventry Servicing: add additional fields
CL-6844 Public API: New Cross referencing endpoint
CL-7207 Montgomery/Coventry Servicing, XML Import: import “Batch Data” XML

Improvement

CL-7210 Home Page, Case Lists: Use new grid
CL-7269 Case, Payment History: Allow entry without having to specify Premium or Fee
CL-7289 Home Page, Case Lists: Create new style Comments popup
CL-7300 Built-in Report, 1099FIRE: adjust Acquirer’s details according to Secondary/Tertiary and use “Buyer” and “Securities Intermediary” from Closing/Case Participants
CL-7329 Pricing, Monte Carlo: log parameters used when generating
CL-7298 Closing, Case Participants: add new Role “Buyer” (to use in 1099FIRE built-in Report)

Bug

CL-7307 Case, Cost/Maturity/Disposal: Potential Profit should be based on Current NDB instead of Policy Face Amount
CL-7299 Pricing, Actual Expected: generate minimal number of random samples

26 January 2021

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

Improvement

CL-7274 Built-in Reports, Maturities: Use Status rather than mix of Status and Last Status

Bug

CL-7295 Portfolio Uploader: Uploading with A2E set in Weighting Name has overwritten Valuation Settings
CL-7198 Risk Scenarios – Numeric inputs unconstrained on input, rounded on output, no message shown when non-numeric
CL-7186 Policy: make Surrender Charge Type a key data point
CL-7211 Valuations: Pricing Type column values do not display correctly

Task

CL-7281 Insured: Remove unused Nationality field

18 January 2021

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

New Feature

CL-7200 Montgomery/Coventry Servicing, XML Import: add new import button and import “Values” XML
CL-7232 Error logs: use Sentry to improve monitoring

Improvement

CL-7277 Excel Portfolio Uploader: Allow editing of Underwriter Report fields other than Weighting
CL-7278 Excel Uploader and API Imports: improve Insured creation validation (and avoid creating empty insureds from an invalid input)

Bug

CL-7266 Case, Audit Log: optimise data access to avoid timeouts
CL-7128 Exports, Case Status: Double quotes in comments cause formatting issues
CL-7284 Pricing: “There was an issue trying to load the 2008 FASANO table” shown on Portfolio Valuation
CL-7276 Excel Portfolio Uploader: Policy NGCR is set to zero if it is empty in an upload
CL-7212 Portfolio Valuation: when using Custom IRRs, the Scenario tooltips show 0% for all IRRs
CL-7147 Admin, Users: Audit CSV report incorrectly formatted because of header “Cost, Maturity, Disposal”

07 January 2021

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

Bug

CL-7275 Excel Portfolio Uploader, Public API: Extended Db Age incorrectly set to None when not provided