2022 Releases
ClariNet LS was last updated on 06 December 2023.
There have been a total of 327 releases.
Please contact us if you need more details about any release.
20 December 2022
Fixes
- Create Case, Form: Insured SSN is not saved
15 December 2022
New Features
- Portfolio Valuations: Add ability to use Current Valuation as Purchase Price in Calculating Breakeven Results
- Add Field Validation and Locking
Improvements
- Premium Calculator: show NDB in Premium Calculator tabs
- Portfolio, Snapshot: improve performance of portfolio snapshot
- Portfolio Monte Carlo: Add checkbox to calculate forward prices
- Case, Transactions: Add transaction based fields to custom reporting
Fixes
- Portfolio: Monte Carlo, Actual Expected and Portfolio Generator should not show option to calculate deterministic results
- Reporting: error generating report using repeating group “Used in Weightings”
- Admin, Closing Checklist Templates: unable to add closing checklist template
- Menus: menu items should be in alphabetical order
- Authentication: users should be locked out after 5 invalid log in attempts
23 November 2022
New Features
- Portfolio, Monte Carlo: show confidence intervals
Improvements
- Add number per page dropdown to new style tables (e.g. Users)
- Case, Transactions: add Max Approved Bid & Default Value Date to Received Transactions
- Users: improve UX around configuring roles when creating a user invite
- Users: improve validation of usernames when accepting a user invitation
Fixes
- Portfolio, Valuation: viewing portfolio valuation with deterministic pricing results checked sometimes fails
- Export Templates: Tag Explorer scratch pad not working
- Import, Montgomery: If “Contact Confirmed Date” is blank, it shouldn’t be imported into ClariNet.
- Case, Transaction: “Record an Action” on transaction list page not working correctly
- Admin, Subscriber Information: Page errors if Telephone not filled in, but is not required
- Error from log: heartbeat requests can fail with deserialisation error
10 November 2022
New Features
- Pricing: Cap NPV at specified percentage of NDB
Improvements
- Authentication: Clear password field on unsuccessful login attempt
- Portfolio, Valuation: Ensure Valuation export archive contains all documents from the Valuation
- Case, Transactions: Individual transaction tab redesign
- Case and Portfolio, Valuations: allow override of Valuation Template’s Fees Template and Q(x) Stresses
- Case, Comments: default Comment Date to today’s date
Fixes
- Case: tooltip on Insured name in header incorrectly shows “/null” for single life cases
- Portfolios: dragging and dropping portfolios between folders causes duplicate folders to be created
- Export, Excel Templates: Single-case export may attempt to execute in Portfolio mode
- Case: sorting tables by Insured name is not functional
- Insured Consolidation: Users without Unredacted Data Access cannot usefully use this page but are allowed access
- Public API: incorrect API Key returns wrong status code
- Case, Form Setup: Matching Insured by Insured Reference no longer working
- Portfolio: loading a portfolio can fail randomly
- Case, Closing: Unable to reset Document Verification with large number of questions
24 October 2022
Fixes
- Case, Transactions: Hard to use on smaller screens
20 October 2022
New Features
- Pricing and Risk: Support simple expressions in Risk Scenarios and Q(x) Adjustments
Improvements
- Contacts: Improve Contact deletion feedback
Fixes
- Valuations: incorrect Premium Schedule details can be shown
- Users: Description of Reset User Password functionality is misleading
- Case, Transactions: Recipient can be displayed incorrectly on last step of transaction submission
- Custom Reporting: Unable to use Weighting Selection
- Reports: Reports requiring a Valuation Template are not working as expected
06 October 2022
New Features
- Security: when user is forced to set up MFA code it doesn’t work
05 October 2022
Fixes
- Public API, Report Task: Permissions error causes some fields to be missing
Tasks
- Authentication: Add OrganisationMaintenance to ClariNetLSBtrImpersonation
04 October 2022
New Features
- New ClariNet Authentication System
Improvements
- Public API: Improve loading time for ad-hoc collections of cases
- Users: Enforce contractual user limits
Fixes
- Advanced Search, Closing Events: Ensure event is matched exactly
- Case, Transactions: Company name can be displayed incorrectly
- Case Lock: Data not immediately refreshed after losing a lock
15 September 2022
Fixes
- Public API: Revert change for loading ad-hoc case lists for reports
13 September 2022
New Features
- Fix tooltip on UI Library
Improvements
- Premium Calculator: change all COI data to monthly
- Excel Case Export: add individual survival curves
- Admin, Fees Templates: update labels
- Public API: Improve loading time for ad-hoc collections of cases
- Change ClariNet help page into tab instead of standalone window
- Pricing: improve performance of day count calculations
Fixes
- Case Status – consider relative order of Date(s) of Death and Coverage End Date in considering PEND and EXP statuses
- Case, Closing: Sometimes possible to log Closing events multiple times which prevents access to Closing Transactions
Tasks
- Database maintenance: clear old logs
23 August 2022
Fixes
- Case, Valuation: Additional LEs cause issues generating the valuation
- Portfolio, Reports: Premium History VOC Comparison not prompting for date range
22 August 2022
New Features
- Pricing: calculate and allow download of forward prices in Monte Carlo
- Policy Price Estimator API
Improvements
- Portfolio, Reports: Track last run date of reports
- Admin, Pricing and Risk Templates: add Active/Inactive checkbox to hide old unused templates (Vals, Fees, Premium Calcs)
- CRM: Upgrade to new style
- Case Activity Notification: add client name and make case reference a hyperlink
Fixes
- Premium Calculator: Negative AV can cause incorrect NAAR and NDB
- Premium Calculator: AV override is not allowed for short illustrations
- Case, Payment History: It is possible to create duplicate Payment History entries
- Reporting, Bidding Transaction: Incorrect PublicID is exported
- Logout: Logout menu item should cause Contact pages to close
- Session Timeout: When multiple tabs are open, logout can happen due to an inactive tab
04 August 2022
Fixes
- Case, Closing: Document Verification – Analyst cannot be cleared once set
26 July 2022
Improvements
- Excel Uploader: make “greater than Coverage End Date” error into a warning
Fixes
- Change IRR solver to avoid negative IRR solutions in cases of multiple IRRs
- Advanced Search: “Received From” search parameter doesn’t show CRM Contacts as expected
- Case, Transactions: Case Lock does not protect Transactions page from edits from other users
12 July 2022
Fixes
- Case, Transactions: adding Case Withdrawn doesn’t automatically update the Bid History tab
06 July 2022
Improvements
- Preparation work for improvements to CRM
Fixes
- Pricing: issue with management fees in Monte Carlo
- Excel case export shows incorrect COI chart.
- Case, Closing: Events not marked Public are sometimes shown to the Closing Counterparty
- Documents: uploading more than 50 files at once shows an error and logs the user out
- Administration, Interaction: Unable to upload new Bidding, Offer Letter Templates
- Reporting: Premium Schedule dates in the “Portfolio Importer Format (XLSX)” are not output as Excel dates
15 June 2022
Improvements
- Mortality Tables: rename “Primary” into “VBT”, list values in dropdown by descending order of Start Date and Name
- UI: Enable new UI library in ClariNet LS
- Portfolio, Snapshots: Track parent Portfolio when snapshotting
Fixes
- Export Templates: Uploading a new file does not work
- Public API: Unable to run BroadRiverSubmissionPackage report
- Error from Log: Case Closing Checklist fails to save
- Admin, Pricing and Risk: Valuation Templates don’t update Fees Templates if not currently showing a template
- Case, Premium Schedule: Download from grid should be Comma Separated and Include Headers
- Case, Upload data: Upload fails with “Something went wrong” when XML has invalid DOB for Insured.
- ClariNet, Navigation: Deleted Saved Search still available in recent search
- Administration, Users: System Administrators cannot create new users
07 June 2022
Fixes
- Pricing: Viewing Portfolio Valuation Causes Error
- Portfolio Reports: Slow processing of charts may lead to timeouts
25 May 2022
Fixes
- Pricing: Portfolio generator output has mismatched Policy Date
- Case Setup: Case Reference is required even when Auto Case reference is in use
24 May 2022
Improvements
- Pricing: Add SOA CSO Mortality Tables
- Audit Log: Improve logging of Submissions
- Case, Upload data: Upgrade to new style
- Database backups: improve infrastructure and cross region copying
- Policy Verifications, VOC: Allow negative Account Value
- Help and News menu: update to match ClearLife’s new corporate website
Fixes
- Case, Documents: unsaved changes are lost when switching to Policy/Insured tabs and back
- Case, Transactions: Counter Offer amount cannot be edited
- A2E: Risk Scenario dropdown should be disabled when Solve for MF Adjustment is checked.
- Case Setup: If Illustration Date is not populated, an error occurs on saving
- Excel Portfolio Uploader: Invalid Excel values not always reported in a helpful way
- Homepage, Case List: no columns displayed
- Exports & Reports, Document Templates: Unable to upload file
12 May 2022
Fixes
- Excel Portfolio Uploader: Unmapped CRM selection is not always handled correctly
10 May 2022
Fixes
- Excel Portfolio Uploader: “Something went wrong” when Insured Reference is specified without Date of Birth
- Excel Portfolio Uploader: Missing carriers have to be completed individually
- Excel Portfolio Uploader: Select CRM step is not displayed if Client Reference is not specified
- Excel Portfolio Uploader: “Something went wrong” if uploaded file has a filename > 100 characters
05 May 2022
New Features
- Excel Portfolio Uploader and XML Import Wizard: add option to check for existing Cases using Policy Number (to edit instead of add)
Improvements
- Excel Portfolio Uploader and XML Import Wizard: Upgrade to new style
- Excel Portfolio Uploader and XML Import Wizard: improve Insured Linking logic to allow insureds to be both Primary and Secondary in different Policies
- Pricing: Policy Count in Distribution Report does not always match NDB payments
- Manual Premium Schedule: Show Policy Year while editing
- Help, Templates: Upgrade to new style
- Case, Upload Access Database: Retire
- Case, Buy box: Retire
Fixes
- Pricing: Portfolio Generator does not use underwriter weightings from sample portfolio
- Case, External Valuation History: Error message after invalid file upload is not cleared even after successful upload
- Case, Insured, Servicing: Incorrect tooltip on Edit button
- Case, Closing: Case Lock is not released after saving
- Case, Valuations: Error messages sometimes contain HTML markup
- Case, Valuations: Joint LE Graph not displaying
11 April 2022
Improvements
- Help, Support Files: Upgrade to new style
- ClearLife Admin, AM Best Ratings: Upgrade to new style
- Insured, Consolidation: Upgrade to new style
- Help, Copyright Notice: Upgrade to new style
- Help, Privacy Policy: Upgrade to new style
Fixes
- Administration, Policy Products: Loading indicator should be shown when changing page size
- Case: Edit controls scroll offscreen
- Documents: re-instate upload speed optimization
30 March 2022
Fixes
- Case Setup: Sender and Sender contact are not populated after choosing “Create another Case for the same Insured”
- Case Export: Ensure Premium Flows table includes dates without associated Premium values
23 March 2022
Fixes
- Create New Case (Form): SSN does not get saved when creating a new Case
22 March 2022
Improvements
- Create New Case (Form): Upgrade to new style
- Administration, Pricing & Risk: Upgrade Interest Rate Curves to new style
- Administration, Pricing & Risk: Upgrade Valuation Templates to new style
- Administration, Pricing & Risk: Upgrade Premium Calculator Template to new style
- Case: Maintain correct locking behaviour when looking at the same Case in multiple tabs
Fixes
- Pricing: when using Override Illus/VOC starting Values, leaving CSV blank causes error
- User Logs: improve performance
Tasks
- Databases: upgrade to latest version
07 March 2022
Fixes
- Case, Insured LE Reports: Valuation Settings information not displayed
- Case, Search: After performing some actions on a Case, the top right search box does not work correctly when pressing Enter
- Case, Policy Verifications: SSN is not shown in summary section unless Insured page is visited first
03 March 2022
New Features
- Menu, top right star icon: Sidebar of your most recently visited and favorite Cases, Portfolios and Searches
- Pricing: Add ARMA/GARCH calibrator to Excel Addin
Improvements
- Testing: upgrade framework, improve reliability
- Case: finalize upgrade to new style and improve performance
- Administration, Interaction: Upgrade to new style
- Excel Importer: fix ICD9 for insured and add specific fields for AVS/Fasano/ISC/21st/Predictive underwriters
- Error monitoring: improve logging on failure
- User, Alerts & Notifications: Upgrade to new style
Fixes
- Case, Policy: Switching tab can revert user input
- Case, Valuation Settings: Verification date is not displayed under Policy Verifications section
- Custom Fields, Tooltips: Should not show “null” in tooltip when no tooltip configured
- Case, Premium Schedule: Used COI text boxes are too small and chart goes on top
- Case, Insured: Opening linked Case hyperlink in new tab opens the current Case
- Admin, Development List: too many tickets hidden
- Case View, Policy: Carrier dropdown search results limit causes common names to be missing
10 February 2022
Fixes
- Case, Premium Schedules: COI Account Value tab not updating
08 February 2022
Improvements
- Administration, Pricing & Risk: Upgrade Fees Templates to new style
- Administration, Business Gateway: Upgrade to new style
- Case, Redaction: Upgrade to new style
- Administration, Document Verification Templates: Upgrade to new style
- Test and update DR Procedure
Fixes
- Pricing: join life curve is incorrect in A2E analysis when one of the insured has a date of death set
- Pricing: mortality factor solver in A2E analysis does not take bucketing type into account
- Case, Premium Schedules: Annual Summary not updated after COI Recalc
- Case, Premium Schedules: CSV Upload does not work
- Case, Premium Schedules: Illustration Name not displayed in dropdown list
- User defined free-text lists contain trailing spaces which can cause re-saved items to be flagged as Invalid selections
- Portfolio, Snapshot: Custom Fields duplication fails for Insured linked to multiple cases in Portfolio
- Case, Compliance Checklist: status colors are missing from webpage and pdf
- Admin, Development List: hide internal and very old tickets
20 January 2022
Fixes
- Case, Premium Schedule: pasting into Manual Schedule saves zero values
- CRM, Contact Details: Move Up and Move Down buttons no longer working
- Advanced Search, Policy Product Search gives a “Something went wrong” error
- Public API, Report Task: Authorization problem causes some fields to be empty
19 January 2022
Improvements
- Pricing: Improve breakeven calculation
- Pricing: Update structured settlements addin and create simplified version of excel sheet
- Administration, Pricing & Risk: Upgrade Mortality Tables to new style
- Administration, Pricing & Risk: Upgrade Default Settings to new style
- Administration, Pricing & Risk: Upgrade LE Selection and Blending Rules to new style
- Administration, Policy Verification Defaults: Upgrade to new style
- Administration, Doc Library: Retire feature
- Administration, Closing Checklist Templates: Upgrade to new style
- Administration, Pricing & Risk: Upgrade Qx Adjustments to new style
- Administration, Policy Products: Upgrade to new style
- Administration, Report Orders: Retire feature and remove Case Underwriting role
- Administration, Pricing & Risk: Upgrade Risk Scenarios to new style
- Administration, Pricing & Risk: Upgrade Deterministic Pricing Scenarios to new style
- Administration, Pricing & Risk: Upgrade IRR to new style
- Case, Premium Schedules: Upgrade to new style
Fixes
- Portfolio, Actual Expected: Unknown error when using Durational Probabilistic
- Pricing: risk scenario is ignored on A2E page as a result of new MFA solver
- Portfolio, Monte Carlo, A2E, Valuation: Slow Xlsx Downloads
- Single Case Valuation: csv/zip export re-runs pricing instead of exporting saved values
- User-defined free-text with autocomplete: remove spaces at the beginning and end of value before saving
11 January 2022
Improvements
- Portfolio, Snapshot: Retry failed Case snapshot to protect against transient errors
- Custom Fields, Error Handling: Unexpected errors should be logged