Responsive Disclosure is when a selection in one field causes other options on the screen to appear immediately, without having to refresh the page. When this feature was first introduced, it could be applied to panels when they were added to a screen.
The existing configuration options have been removed, and replaced with the new Responsive Display of Panels panel in the Screen Management page. A similar panel, Responsive Display of Fields, has been added to the Panel Management page, making responsive disclosure available for individual fields as well.
When adding a responsive disclosure configuration for panels or fields, the following options are available:
•One Control Field is selected. The Control Field can be a single checkbox field, or a set of radio buttons.
•If a set of radio buttons are selected, an additional field becomes available to select which option will display the fields or panels.
•One or more fields or panels can be selected.
Checking the control checkbox or one of the control radio buttons causes all selected fields or panels to appear. Unchecking the box or selecting a radio button that is not included in the configuration will hide the fields or panels once again. Configurations can be made for both to allow one control field to display multiple fields and panels at the same time.
− For details on configuring panels, see the Managing Panels section.
− For details on configuring screens, see the Managing Screens section.
With the recent introduction of tabbed grids, the navigation of grid data has been modified.
When viewing a record in a grid detail window, the Next and Previous buttons have been replaced with ▲ (previous row) and ▼ (next row) buttons. These buttons navigate to the previous or next records in the grid, without saving any changes. If the grid has been filtered or sorted, this will navigate through the visible records in the order they appear in the grid.
When viewing a record in a tabbed grid workflow, Next and Previous buttons have been added to navigate through the tabs in sequence. The ▲ (previous row) and ▼ (next row) buttons are also available, and navigate to the previous or next records in the grid. If there are any unsaved changes when clicking Previous, ▲, or ▼, a message appears warning that changes will be lost. Clicking Next saves any changes before navigating away. Filtering or sorting does not affect the order of the navigation, which follows the original creation order.
Previously, one Premium Currency was defined for a master cover. All transactions created under that master cover would have all premiums calculated and displayed in that currency.
This has been enhanced to allow multiple currencies to be defined in the master cover, each one assigned a sequence and optional trigger. Whenever quotes are calculated for a New Business or Renewal transaction, the currencies are evaluated in sequence. The first currency whose trigger evaluates to true will be assigned to the transaction and any quote options.
The currencies are re-evaluated each time quotes are calculated, but once the term is bound the currency is locked in for that term. Any additional transactions within that term will have the same currency. The currency can change for renewals, and the new currency will apply to all transactions within the renewal term.
The Currencies panel in the Master Cover – General Information page contained two fields, Currency List and Premium Currency. The following changes have been made.
•The Currency List field has been moved to the Types panel in the Master Cover – Policy Settings page, and has been renamed to Limits / Deductibles Currency List. The selected currency list now only applies to configurations for limits and deductibles. The existing selected list will be maintained when upgrading to this version.
•The Currencies panel itself has been replaced with the Premium Currencies grid. Click Add to add a currency, or click a link in the Currency column to view an existing currency. With the upgrade to this version, the existing currency selection will be automatically added to the list with a sequence of 10 and no trigger.
Two new placeholders have been added to pull currency information into documents, e-mails, and calculated fields. Currency Name and Currency Code are available in the Word Ribbon in the Premium Summary group, and the [[PremiumCurrencyName]] and [[PremiumCurrencyCode]] placeholders are available for e-mails and calculated fields.
− For details on managing master covers, see the Details Pages section.
− For details on placeholders, see the Placeholders section.
When configuring reports to be generated automatically, they can now be filtered for specific currencies.
When viewing the Report window In the General Settings – Reporting page, the Currency field is now available for all report types. This field was previously only available for Earnings reports, and is still a required field for Earnings reports.
When a currency is selected, the second line of the report will identify the currency for the report, and a Total line at the bottom of the report will sum up each currency row.
If no currency is selected, results for all currencies will be included in the report. The line identifying the currency will be omitted and there will be no Total line.
− For details on configuring scheduled reports, see the General Settings - Reporting section.
Field Evaluation Rules were introduced recently to trigger the evaluation (calculation) of specific fields in response to transaction events such as importing and saving. Those rules can now be configured to run at scheduled intervals.
In the Master Cover – Automatic Processing page, the new Automatic Field Evaluations panel allows the selection of one Field Evaluation Rule that has been associated to the current master cover. A trigger can be defined to control if the rule will be applied at each interval.
Note that the Trigger fields in the new panel, as well as the existing Automatic Renewals and Automatic Quote Expiry panels, have been updated to combo box fields. These fields provide the names and codes of the triggers, and can be searched. Enter at least three characters to begin the search.
− For information on configuring rules, see the Field Evaluation Rules section.
− For information on automatic configurations, see the Automatic Processing section.
A new report page has been introduced for the Billing module. The Receipts report provides a list of receipts that can be filtered and sorted.
− For information on the receipt report, see the Receipts Report section.
The General Ledger Entries report has been updated to provide additional information.
•A Currency column has been added to identify the currency of the transaction.
•The Source column was available previously, but was hidden. This column is now displayed by default.
•A Source Reference column has been added to identify the source of the transaction. For certain transaction type, this will be a link to view the transaction details.
− For information on the General Ledger Entries report, see the General Ledger Entries Report section.
In order to simplify configuration when copying products from one environment to another, security roles can now be exported to a file and imported into another environment.
In the Export / Import page, the new Export / Import Security Roles panel allows all security roles to be exported to a file. The file can be selected in the target environment and imported. A log window displays any messages related to the import.
− For information on the import export features, see the Export / Import section.
In order to re-align and eventually combine certain security rights, the following changes have been made.
•The CreateSubmission and CreatePolicy rights now only allow users to create New Business transactions, either from scratch or copied from an existing transaction. These rights no longer allow users to edit transactions. Since transactions immediately go into edit mode upon creation, any user with the create rights will most likely need the appropriate edit rights as well.
•The EditSubmission and EditPolicy rights now only allow users to edit existing transactions. These rights no longer allow users to create New Business transactions.
− For information on security rights, see the Security Rights section.