External Links can now be configured to download files instead of opening a web page. This is useful for providing users with a convenient way to access relevant files.
Two controls have been added to the Portal - External Links page:
•A Link To File checkbox is used to indicate that the link should be used to download a file.
•A File field is used to upload the file.
− For details on configuring External Links, see the Managing External Links on the Main Menu section.
In order to provide more options for when and how Bridge should interact with external systems, another Action has been made available to initiate integration configurations.
Integration configurations can now be set to initiate from the Calculate Refund action, which has been added to the Action drop-down of the Integration Setup panel on the Integration Configuration Management page. This is useful when Bridge needs to share data with an external system immediately before or after calculating a refund.
− For information on integration configurations, see the Creating a New Integration Configuration section.
The Address Matcher web service has been replaced with a new service called Address Lookup. The main benefits of this new service include:
•Results from all over the world can be returned instead of just the USA.
•A single search filter can handle the entire address lookup.
•Results contain more information including a Calculation Method, Confidence level, Subdivision and Secondary Subdivision field.
− For more information on this web service, see the Web Service List for Data Sources section.
A new web service called Auto Class Code Lookup has been added for data source configurations. The service retrieves vehicle class codes based on search filters.
− For more information on this web service, see the Web Service List for Data Sources section.
Further control over how a grid can be edited directly is now available. Checkboxes that are editable directly in a grid can now be made read-only when certain conditions exist.
A new field called Read-Only Override is available to override the Editable in Grid option of a Checkbox in the same grid. This can be configured in the Field detail window of the Fields panel on the Panel Management page.
− For details on how to configure field behavior at the panel level, see the Managing Panels section.
The Policy, Billing and Claims modules are now using the same Document Templates module. This will produce a more consistent look and feel when accessing document templates from various modules in Bridge, and allow all document templates to be stored in the same place.
When viewing the Document Template List from the Policy module system, the following changes will be apparent:
•The View File column has been renamed to File.
•A Code column has been added.
•The Line of Business column has been removed.
•A Product column has been added.
•The Validate All column has been removed.
•A Culture column has been added and will be hidden by default.
•Clicking on the Name of a document will now open the Document Template window, instead of opening a new page.
The Upload Document Template button has been removed from the Master Document panel on the Master Cover - Documents/Forms page.
− For more information on managing document templates, see the Managing Document Templates section.
The following changes have been made to the Export / Import page:
•The Export Document Templates and Import Document Templates panels have been moved to the new Export / Import Document Templates page.
•A new Export / Import Document Templates panel has been added, which contains a link to the new Export / Import Document Templates page.
− For more information on exporting or importing document templates, see the Exporting and Importing Document Templates section.
A transaction may have multiple quote versions and each of those versions can produce multiple Associated Documents. A new feature has been added so that all of these documents can be combined into a single output document. This is useful for presenting and comparing the documents produced by the various quote versions.
The Generate For Each Quote Version checkbox has been added to the Associated Document window in the Associated Document panel on the Master Cover - Documents/Forms page. When checked, a copy of the associated document will be generated from each quote version where the status matches one of those selected in the master document configuration.
When unchecked, the associated document will only be generated for the quote version used to generate the output document.
− For more information on Associated Documents, see the Adding a Document or Form section in the Documents/Forms section of the Master Covers Guide.
New settings have been added to control how Endorsements are made. Two fields have been added to the Miscellaneous Settings panel on the Master Cover – Policy Settings:
•A Prompt for Endorsement Effective Date checkbox has been added. When checked, a detail window to prompt a user to enter the Effective Date of an endorsement will appear when they click on Endorse in the Actions widget. This is useful for creating an endorsement with an Effective Date that is prior to the endorsement’s creation date. It can also be useful for keeping the endorsement’s Effective Date in-sequence with the dates of the other transactions in the term.
•An Endorsement Source Transaction radio button has been added to specify how the system should select a policy transaction from which to create an endorsement. The system can now be configured to use the transaction that was used to initiate the endorsement, or to use the latest bound New Business, Renewal or Endorsement transaction whose coverage period includes the endorsement’s Effective Date.
− For details on configuring rules for endorsements, see the Policy Settings section.
In order to provide additional information about accounts, two optional columns have been added to Billing reports.
•The Bill to Party Account Number column is available as an additional column in the Receipts report, accessed through the Billing, Reports, then Collections menus.
•The Account Number column is available as an additional column in the Online Payments report, accessed through the Billing, Reports, then Collections menus.
Additional columns can be added to the report by right-clicking the grid header, opening the Select Columns list, checking the columns to add, then selecting Apply Changes.
− For details on the Receipts report, see the Receipts Report section.
− For details on the Online Payments report, see the Online Payments Report section.