•For cases where a client chooses to cancel a policy after a renewal has been bound, it is now possible to cancel multiple terms. The latest term should be handled first, either deleted or declined if it has not yet been bound, or cancelled if it has been bound. Each previous term can then be cancelled in order back to the actual date of the policy cancellation.
These terms can also be reinstated, starting with the earliest term and working through to the latest term.
•In order to correct formatting issues when uploading Excel files for the Lookup Tables feature, the system now stores all table data as it appears in the Excel file, including formatting. Any formatting should be taken into account when setting lookup conditions, and the formatted response value should be expected in return.
Numerical values should be formatted without thousands separators, and only periods should be used as decimal separators.
For best results, format all cells as Text. This ensures that all data is stored exactly as it is expected.
•A new column has been made available for the Submission/Policy List. The Distributor Code column displays the code for the distributor attached to each submission or policy. The column is hidden by default, and can be added to the grid using the Select Columns option, available by right-clicking any column header.
•A new option has been added when configuring grids in the Panel Management page. The Evaluate Calculated Fields For New Rows checkbox becomes available when Grid or Premium Grid is selected as the Control Type.
When checked, each time a new row is added to the grid, all calculated fields in the submission are evaluated on opening the detail window, and again on saving the new row.
When unchecked, calculated fields are only evaluated on saving the new row.
•Additional documentation has been added to support the Data Import feature under the Reference menu. Appendix B - XML Structure for Import Files has been added to the Reference and Administration user guide, providing sample XML import files for both policies and distributors. The XML structure has been broken down and detailed, section by section, allowing details to simply be entered into the sample files, then uploaded to the system.
•To resolve an issue with browser compatibility, the Associated Documents grid in the Master Cover - Documents/Forms page has been replaced. Instead of entering data directly into the grid, there is now a standard grid displaying the existing associated documents. An Add button opens a new window to add additional documents.
This change will have no effect on existing associated document setups, just changing how the data is displayed and managed.
For details on configuring Document and Forms, please see the Bridge User Guide - Master Covers.
•Corrected error that would occur when trying to view any trigger detail page.
•Corrected issue where an image uploaded to the master cover could be lost.
•Corrected issue where the Client State/Province column in the Submission/Policy List would not populate.
•Corrected issue where the content of a Rich Text field included in a grid would print out as raw text with formatting tags in any generated documents.
•Corrected issue where inactive clients would be shown when selecting a client from within a submission.
•Corrected issue where a declined renewal would be counted as a valid term.
•Corrected issue where a calculated field in a grid, referring to a field outside of the grid, would not display properly.
•Corrected issue where the premium would be displayed in the Submission/Policy List when it should not be.
•Corrected issue that could cause the job queue to miss some policies set for automatic renewal.
•Corrected issue where employees in separate offices could see each other's work without the necessary rights.
•Corrected spacing issue on the login screen where a blank space would appear between the header and the login screen custom content.
•Corrected issue where using a behavior override to control visibility of an Include/Exclude field would prevent any changes to the field from saving properly.
•Corrected issue where unnecessary information was being pulled into the Quote Report, causing excessive load times.
•Corrected error that may occur when sending manual emails.
•In the Master Cover - Policy Numbering page, in the Prefix panel, the label for the Policy Renewal field has been corrected to Source.
•Corrected issue where referrals allowed unauthorized users to see the premium in the submission grid.
•Corrected issue where the client codes were not showing in the clients list grid.