2023 Releases

ClariNet LS was last updated on 16 February 2024.

There have been a total of 333 releases.

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

06 December 2023

Fixes

  • Case, Advanced Search: Saved Views date values are not populating

04 December 2023

Improvements

  • Transactions page: change the table filters to search the last event on a transaction only
  • Add Ability to Optimize Loan Repayments

Fixes

  • Insured: unlinking should copy Health Status Contacts and Healthcare Providers
  • Sent Transaction advanced search date range should be optional
  • Documents: Adding / Removing documents on pages should update Documents page
  • New design: toast message content cannot be selected
  • Portfolio, Valuation (New): the button to view a newly saved valuation does nothing
  • Case, Merge Case: merging cases fails with some combination of data points

23 November 2023

Fixes

  • Case with closing transactions does not appear in filtered transaction list
  • Export Templates: reporting from a saved search fails with a generic error message

21 November 2023

Improvements

  • Export Templates: improve performance of tag parsing
  • Portfolio, Valuation: add option for “Most Recent” LE report to be based on the Value date, not today
  • Case, Change of Beneficiary: add to Custom Reports and imports

Fixes

  • Transactions: Avoid reloading data when opening filter menu and not making changes
  • Case, Premium Schedules: Loan/Cash Withdrawal headers not aligned with columns

08 November 2023

Fixes

  • Error from log: users are unable to access the external submission page to download documents

07 November 2023

Improvements

  • Transactions: Sort statuses by name rather than internal identifier

Fixes

  • Insured, Healthcare Provider: Delete tooltip missing Order tracking message
  • Transactions: Searching doesn’t update result count in heading
  • Grids: long case references are clipped in new style grids

Tasks

  • Export and Reports: remove option to export to legacy 2003 Excel format

24 October 2023

New Features

  • Case: add Change of Owner/Beneficiary section
  • Transactions: roll out transactions page to all users with the Transactions role

Improvements

  • Transactions: add columns shown on the Case, Transactions grids to main grid
  • Uploads: force acquire locks when uploading data
  • Portfolio, Valuation: use IRR percentages for table headers

Fixes

  • Case, Payment History: the whole tab fails to load when the “Premiums Scheduled and Paid” table errors during calculation
  • Case, Add to Portfolio: new portfolio name text box does not validate the name’s length
  • Error from Log: “Use Purchase Date” causes “Unknown error” when cases have no purchase date when valuing a portfolio
  • Insured, Healthcare Providers: Deleting Insured healthcare provider that has been linked to a medical record order results in error

10 October 2023

New Features

  • Transactions: implement sticky/frozen headers when scrolling the grid
  • Transactions: remember frozen columns
  • New Carrier Information Page

Improvements

  • Update ClariNet help pages with improved navigation
  • CRM: Add Address Field to Payment Method
  • CRM: Prevent Editing of Payment Method
  • CRM: Improve Payment method Reference Information Details
  • Case, Orders: show health care providers on Medical Record Orders
  • Transactions: improve layout of Sent Transactions
  • Transactions: improve layout of transactions list
  • Transactions: improve market information layout
  • Contact dropdowns: allow search by Client Reference and display middle names in results

Fixes

  • Search: error message when opening Advanced Search page
  • Special character in follow-up note cases XML export to fail
  • Loan Repayment Amount Label is wrong
  • Excel Portfolio Import: modifying custom fields on hundreds of entities in one import overwhelms the Custom Fields service
  • Case, Comments: Row selection should not work when edit/add in progress

Tasks

  • Add Excel Portfolio Uploader Template v1.102

03 October 2023

Fixes

  • Portfolio Mirroring: source Premium Schedule has custom payments deleted

26 September 2023

New Features

  • Search Overhaul: Insured Search UI Replacement

Improvements

  • Fix font sizing and layout issues on new Transactions page
  • New Death Certificate Ordering Details Page
  • Show Death Tracking Info in Cost/Maturity/Disposal tab
  • Custom Fields: give users the ability to define a custom field as a dropdown list.

Fixes

  • Case, Valuations: unable to generate valuation on a case with purchase date before date of used LE Report
  • Portfolio, Valuation: no indication when valuation settings override IRRs
  • Valuation settings, Mortality Table: Select input value is not updating when for Chrome users
  • Upload Excel Portfolio: weightings can fail to be applied when report description is blank
  • Custom Reports Insured field has Date of Death and DOD.

12 September 2023

New Features

  • Insured: add Smoking Status

Improvements

  • Search: improve performance of search queries
  • New Maturity Fields
  • Add in house to Medical Record vendor list

Tasks

  • Add Excel Portfolio Uploader Template v1.101

30 August 2023

Fixes

  • Case, Transactions: Unable to send case if email subject is editing

29 August 2023

New Features

  • Case Lists: add excel export
  • Advanced Search, Transactions: Sent To (With Events) search

Improvements

  • Structured Settlements Addin: permit use of local app data folder for auth token
  • Public API, Case: create case with documents
  • Case, Transactions: make external submission email subject more flexible
  • Case, Valuation: save default probabilistic and deterministic results
  • Portfolio, Valuation: save probabilistic and deterministic results per case
  • Export Template: add DatePart function to extract day, month or year from a date
  • Case, Valuations: clarify terms on Deterministic tab
  • UI: make new-style tables more compact
  • Case, Order Tracking: add Medical Record Order Vendor

Fixes

  • Custom Reports: LE Report Impairment 2 & 3 data not loading correctly
  • Admin, Subscriber Information: Warn users when logo change is incomplete
  • Case, Send Transaction Wizard: Multiple recipients with multiple emails select all
  • Excel Exporter: export fails on case with Policy Verifications lacking Communication Type

Tasks

  • Excel Add-in: Move to .NET 6

18 August 2023

Fixes

  • Admin, Subscriber Information: contact details are not loaded

15 August 2023

Epics

  • Instead of just Valuation and A2E, allow users to specify their own case settings

New Features

  • Pricing and Risk: add ability to specify Valuation Templates used on single policy pricing page
  • Insured: store internal underwriting notes

Improvements

  • Advanced Search: allow Client Administrators to delete other users’ searches
  • Excel portfolio importer: user defined LE reports unique based on description
  • Allow list of external email CCs in external submission email box
  • Add Excel Portfolio Uploader Template v1.100

Fixes

  • Export Templates: Transaction Recipient and Sender names cannot be retrieved
  • Case submission, select all for CC is not working
  • Insured, Insured Verifications: Adding new record can fail
  • Advanced Search, Transaction Event: “is not” test applied at wrong level
  • Case, External Valuation History: saving tab duplicates entries when there is more than one page

08 August 2023

Fixes

  • Portfolio, Monte Carlo: model stuck at 0%

04 August 2023

Fixes

  • Search: searching by insured name performance regression

03 August 2023

Fixes

  • Error from log, Portfolio Mirroring: required lock not held for HealthStatusContact

01 August 2023

New Features

  • Pricing: add ability to download dates of death from Monte Carlo Simulation
  • Transactions: support comments on transactions

Improvements

  • Add Frasierized Joint LE to Excel Export
  • Pricing: extend LE selection and blending functionality to allow equal weighting
  • Transactions: invalidate external submission links after configured expiry days have passed
  • Transactions: allow case sender to record all actions that an internal recipient can carry out
  • Search: replace all field searches with new mechanism
  • Bidding: allow recording of high bid at start of bidding process
  • Transactions: allow recording of actions on other transactions during closing
  • Case, Policy Verifications: add key shortcut for communication type

Fixes

  • Advanced Search: Broker search does not return results
  • Case, Valuation Settings: Insured LE Report list does not referesh when changes are made on the Insured tab
  • Error from log: Deleting LE report fails when report is used in a Portfolio Valuation

20 July 2023

Fixes

  • Portfolio Mirroring: ensure editing Illustration does not clear rows

18 July 2023

New Features

  • Transactions: give users ability to add an email address to all external recipient emails
  • Menu: suggest case references when searching in the top menu

Improvements

  • Transactions: add Declined tab in sent transactions
  • Case, Policy: add additional Owner Type options
  • Remember Active Tab on Insured Page
  • Add Excel Portfolio Uploader Template v1.99
  • Update custom reports and export templates to handle user specified case settings
  • Add confirmation to Cancel Button on VOC

Fixes

  • Portfolio Valuation: excel export of fees has total row value of zero
  • Premium Calculator: when Ultimate Qx is used in PCT it fails on long illustrations
  • Premium calculator: surrender charge on cash withdrawal not taken into account in NDB calculation
  • Case, Premium Schedules: uploading a Premium Schedule fails when Insureds are not configured
  • Policy Verification Dropdown shortcut

11 July 2023

Fixes

  • Insured, LE Reports: Unable to delete LE Report
  • Upload Data, External Valuation History (CSV): upload fails with no error message when updating existing entries

04 July 2023

New Features

  • Bid Management: give user the ability to record a counterparty case decline
  • Fees: add new portfolio fees

Improvements

  • Excel addin: add environment variable to control auth token location
  • Case Setup Form: change document plus buttons into dropzone like the documents tab
  • Import, Payment History: Message is misleading when there are errors in the imported data
  • Case, Transaction: Allow Underwriters Reports to be sent during a resubmit

Fixes

  • Portfolios: Deleting a Portfolio that has Portfolio Valuations results in an error
  • Case, Primary Insured: Fasano primary impairment drop down doesn’t load options
  • Insureds: Death certificate document error
  • Case, Locking: Users with long username’s cannot unlock cases
  • Case, Illustrations: Locks retained after copying

26 June 2023

Improvements

  • Payment History: add Payment Applied date to rows

23 June 2023

Fixes

  • LE Reports: error occurs when saving Valkyrie report with certain data combinations
  • Case: copy illustration/premium schedule function does not work in some situations
  • LE Reports: error occurs when saving some LE Reports

22 June 2023

Fixes

  • Case Form: Unable to create Case containing transaction details

22 June 2023

New Features

  • Add Case Locking

Improvements

  • Case, Valuations: Underwriter Weighting dropdown should reset weightings
  • Case, Illustration: make document miner error messages more discoverable
  • Case, Insured Verifications: remove Insured Verifications item from case navigation
  • Case List: add received transaction counterparty
  • Portfolio, Pricing & Analysis: Show each Mortality Table only once on the dropdown
  • LE Reports: add new Underwriter – Valkyrie
  • Portfolio List, Snapshot: improve speed of portfolio snapshots
  • Add Excel Portfolio Uploader Template v1.97
  • Authentication: audit all changes to accounts in auth application
  • Underwriter Reports: editing key data points should freeze Valuations, otherwise do nothing

Fixes

  • Admin, Pricing and Risk: Unable to save premium calculator template changes.
  • Case, Illustration: Secondary insured age column not showing
  • Case, Illustration: Document Miner may run a previously deleted document
  • Document Miner: Run Document Miner button not enabled when re-upload a new document
  • Case, Primary Insured: Unable to add name variation for an Insured on Insured Verification tab.
  • Import: Unable to add imported Cases to a new Portfolio if no Portfolios already exist
  • Transactions, Send: Unable to re-send to non-ClariNet recipients

13 June 2023

Fixes

  • Admin, Pricing and Risk: Valuation Templates cannot save changes
  • Case, Valuation Settings: Unable to enter decimal separator in blend values

07 June 2023

Improvements

  • Pricing: Create new updated Standard Premium Calculator Template and Valuation Template
  • Admin, Pricing and Risk: only allow editing name for in use admin entities
  • Case, Valuation Settings: Support arbitrary setting names and rename Valuation to Primary
  • Add Excel Portfolio Uploader Template v1.96

Fixes

  • Case, Illustration: Allow Document Miner to run when file extension is in capitals
  • Case, Insured: ICD9 code modifications are not audited correctly
  • Cases, Case Setup Form: English (India) Internationalisation Date picker issue

23 May 2023

New Features

  • Add ability to select LE reports based on longest/shorted straight aged mean LE 50

Improvements

  • Admin, Pricing and Risk: for used Premium Calculator and Valuation Templates only allow editing names
  • Document Miner: Set default document on illustration page to exclude excel file
  • Document Miner: Improve speed
  • Document Miner: Allow document to be mined when adding Illustration

Fixes

  • Document miner: Error when mining a document without illustration
  • Cases, Upload Data: Correct UI issue hiding the Selected Carrier dropdown results
  • Document Miner: Improve Error Handling
  • Admin, Contacts: organisation specific roles are missing from roles drop down

10 May 2023

Fixes

  • Documents: performance regression due to closing document changes

10 May 2023

New Features

  • Pricing: add ability to use ultimate qx rates for COI interpolation

Improvements

  • Document Miner: Improve Excel file
  • Document Miner: limit documents to 20 pages

Fixes

  • Case, Transactions: quick filter is not always applied correctly
  • Documents: Removing Contract Package documents from other pages causes errors
  • Case, Transactions: add maximum length to bid amount field
  • Portfolio, Valuations: Error when saving a Portfolio Valuation in some configurations

25 April 2023

Improvements

  • Authentication, Users: display indication when user is an External Servicer

Fixes

  • Case, Valuations: Survival Risk Analysis tab does not refresh when generating valuation multiple times

18 April 2023

Improvements

  • Admin, Pricing and Risk: new tab for Case Weighting names
  • Case, Valuation Settings: move case settings into tabs

Fixes

  • Reporting: maturity reports incorrectly require From and To dates
  • Portfolio, Composition: snapshot cases do not appear
  • Change Security Details: large gap between Change your Password text and fields

06 April 2023

Fixes

  • Pricing: Fix issue with forward price calculation

04 April 2023

Improvements

  • Valuation Excel Export: add aged LE and mortality data
  • Case, Insured Verifications: move insured verifications to insured page

Fixes

  • Case, Insured Verifications: show script buttons shows a pop-up with an error page rather than the insured verifications script

21 March 2023

New Features

  • Import, XML: allow editing of existing insured without requiring case and policy information
  • Case, Illustration: Add Document Miner to Read Illustration table from pdf and generate Excel file

Improvements

  • Import, Export: Support Grace Notices in XML format
  • Import, Export: Support Order Tracking in XML format

Fixes

  • Case Excel Export: Qx Override not applied in exported case valuations
  • Portfolio, Snapshot: Ensure you can’t start the same snapshot multiple times
  • Case, Valuation: 100% showing red despite being valid
  • Admin, Insured Obituary Search: Last name search inoperable
  • Payment History: date format is not enforced correctly

10 March 2023

08 March 2023

Fixes

  • Case, Upload Excel Portfolio: Uploading portfolio can cause existing premium schedule to change to manual

07 March 2023

Improvements

  • Upload Data: make Premium Schedule and NDB Streams import ignore null cell values
  • UX/navigation improvements to contacts
  • Premium Calculator: allow override of premium payments in Minimum Premium Account Value table

Fixes

  • Structured Settlement Addin: if contingent cashflows are too short, solver may fail
  • Contacts, Unable to view an individual linked to an organisation

24 February 2023

Fixes

  • Pricing: Viatical cases are returning incorrect LE50 as a result of solver bug

22 February 2023

Improvements

  • Pricing: Improve IRR solver for difficult cases

Fixes

  • Portfolio, Composition: Unable to edit composition if Portfolio name contains / character

21 February 2023

Improvements

  • Case, Documents: add an option to redact a document to the document list without pressing edit first

Fixes

  • Reports, Custom: Repeating “Used in Weightings” section can be created without selecting a weighting resulting in an error when running
  • Audit Log: entries appear for Insured.LastNameUnsafe even when last name has not been modified
  • Advanced Search: searching by Insured Name/Reference only searches Insured names
  • Case, Premiums: COI Tab table appearing in MPAV tab when recalculating MPAV table
  • Reports: Insured Obituary Report incorrectly handles failed obituary requests
  • Single Case Excel Export: Deterministic valuation dates not shown in US format
  • Error from log: failed to load RDB Schedule

07 February 2023

New Features

  • Case, Advanced Search: add ability to search for LE Report Description and Underwriter Code

Improvements

  • Authentication, Users: improve user experience
  • Case, Premiums: add ability to specify multiple loan principal repayments
  • Custom Fields: allow searching for cases by custom field value

Fixes

  • Case, Insured Verification: required field validation briefly shown when creating new
  • Admin, External Access: pagination control does not update when filtering the table
  • Portfolio, Servicing Tasks, Order Tracking: adding a new document appears to hang forever
  • Case, Premiums: when using time varying loan accrual rate, accrual is not being applied

26 January 2023

Fixes

  • Case Access: download all link on DocumentVerification.aspx page appears to hang forever
  • Reports, Closing Report: using a header or footer document causes the downloaded file to be empty

25 January 2023

New Features

  • LE Reports: add ability to store Diagnosis
  • LE Reports: add ability to use Custom Fields

24 January 2023

New Features

  • External Access: enable external servicer to access to configured portfolios and cases
  • External Access: add Portfolio permission admin page
  • External Access, Authentication: create External Servicer role with limited access points
  • Admin, Diagnosis: add admin page to manage Diagnosis and Diagnosis Categories

Fixes

  • Search: saved searches should not be visible when the user does not have access to the fields in the search
  • User, Reset Password Email: Reset password link does not wrap onto a separate line and causes email to overflow
  • Portfolio, Valuation: Clarinet Whoops error when trying to save portfolio valuation with breakeven IRR calculation failure
  • Authentication: unexpectedly shown “login failed” page when user is not already logged in

16 January 2023

Fixes

  • Authentication: A single user can be logged in in multiple locations simultaneously
  • Authentication: accepting user invite should not allow password to contain the username

10 January 2023

Improvements

  • Exports: Create V2 BroadRiver Submission export format

Fixes

  • Portfolio, List: search should not be case sensitive
  • Authentication: username validation should not allow commas
  • Admin, Custom Fields: rows in the custom fields tables are too small to be legible
  • Contacts, Contact Detail: state options do not load when country is first selected
  • Case, Merge: case lock is not released after a merge is completed
  • Admin, Pricing and Risk: valuation templates active tab is incorrect
  • Authentication: client admin initiated password reset links are not functional
  • Admin, Contract Package Defaults: contract package template should not allow pdf uploads