2022 Releases

ClariNet LS was last updated on 07 June 2023.

There have been a total of 299 releases.

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

20 December 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