icon in the bottom
right corner of the grid will provide options for exporting the visible table
contents in a variety of formats.•A Single-Sign-On (SSO) feature has been introduced to allow clients with accounts in both Bridge and Genoa to click a custom link in Bridge and be brought straight into the Genoa system without needing to log in again.
This link needs to be created by Oceanwide. For more information, please contact your Oceanwide Representative.
•The Calculated Fields Reference Guide - Version 1.7 has been updated to include the concatenation feature used to combine fields. This feature can be used to merge two related fields such as first and last names, or to submit multiple fields for a $Compliance scan.
•The Calculated Fields Reference Guide - Version 1.7 has been updated to include the Pipe ( | ) feature used to define a collection of fields. This feature can be used with functions that evaluate multiple fields, such as $Sum or $Count.
•The Calculated Fields Reference Guide - Version 1.7 has been updated to include the String: feature for defining text. This feature prevents the system from performing any calculations in the calculated field formula. All mathematical operators will be treated as text.
•An Available for Reports checkbox has been added to the Field Management page. This checkbox makes the field available for use in reports. such as Cognos reports.
•The Premium Details page has been redesigned to improve alignment of fields.
•To provide more options when searching for submissions and policies, new columns have been made available in the Submission/Policy List grid. The columns are not displayed by default, but can be added by right-clicking on a column header and opening the Select Columns menu.
− Distributor
− Assured Address
− Assured City
− Assured Country
− Assured State/Province
− Assured Phone
− Assured E-mail
•When viewing the assureds list, a new column is available to display the Distributor company that each assured is attached to. The column is not displayed by default, but can be added by right-clicking on a column header and opening the Select Columns menu.
•Documentation for the Bordereaux feature has been added to the Bridge Startup Guide 1.7.
•The Calculated Field Formula field in the Field Management page has been enlarged to make it easier to enter formulas.
•The
Export Grid option has been enabled for all system grids. Clicking
the icon in the bottom
right corner of the grid will provide options for exporting the visible table
contents in a variety of formats.
The export will only include the information as it is onscreen. Any information on other pages, or hidden by filters or hidden columns, will not be included. The data in the export will also be filtered according to any filtering applied to the grid.
•Previously, the Assured details in the submission form were locked when the submission was in Referred status. This has been unlocked so that users with the appropriate rights can edit the Assured information, or even select a different assured.
•Previously, the Effective Date and Valid Until fields could only be edited in Incomplete status. These fields have been unlocked and can be edited in all statuses except Declined, Bound, and Cancelled.
All overrides for these fields set in the master cover will continue to function normally. Also, the type of transaction may have additional restrictions on the date fields.
•Using the Recalculate Premiums, Recalculate Limits, or Recalculate Deductibles buttons will now refresh any calculated fields in the submission form. This allows calculated fields based on the premiums, limits, or deductibles to show accurate information.
•Previously, the Bound Start Date and End Date range in the Bordereaux export page did not include the selected dates, only providing results for the period between the two dates. Both the beginning and end dates are now included in the range.
•Corrected issue where the premium would become 0 after many endorsements were created.
•An update to the .NET structure was implemented to improve speed and reliability.
•Fixed Close button on the Assured Details page, which would remain on the page instead of bringing the user to the Select Assured page.
•Corrected issue in grids where the system would allocate space for hidden columns, reducing the space available for other columns.
•Corrected issue where custom content on the login page was straying outside of the boundaries.
•When deleting a temporary user account (an account created for an assured under a master cover in Test mode), the email address would remain in the system and could not be used for a new account. This has been corrected.
•Corrected issue where a rejected cancellation transaction would remain in the policy transaction list. Rejected cancellation requests are now deleted.
•Corrected issue where background rounding during calculations would result in minor discrepancies in the calculated totals.
•Corrected issue with option list items appearing twice in submission/policy fields.
•Corrected error that would occur when opening a help box from within a custom portal.
•Added a clear separation when Referral and Warning messages are displayed at the same time.
•Added formula validation to prevent infinite loop errors in calculated fields.
•Corrected issue where all users could see the Portals menu (but not edit any portals), even without the required rights.
•Corrected issue where field validations were performed when only saving a submission.
•Corrected issue where users working in a custom portal would be dropped into the default portal by certain actions or error messages.
•Corrected issue where saving a document template without selecting a document, or selecting an empty document, would cause an error when trying to generate the file from the submission or policy.
•Corrected column label in the Policy/Transaction panel from Bound By to Last Modified By. The column always displayed the last user to make changes to the transaction.
•Corrected strange behavior on the Valid Until Date field, where it's appearance would change based on background circumstances.
•When assigning security roles to users, the selected roles would not be saved if the user navigated to another page in the grid. The grid has been expanded to avoid this issue.
•Corrected issue where manual changes to the premium would cause the Calculate Taxes and Commissions button to calculate all taxes without evaluating triggers.
•Corrected issue where 'required field' validation would be performed when adding a premium to a policy but closing the page without entering any data.
•Corrected issue where the Master Cover Premium Currency selection would not be respected in the premium details page.
•Corrected error in Bordereaux report when it contains a deactivated premium type.
•Corrected issue where publishing one workflow would cause users working in different workflows to receive a Page Expired error.
•Corrected 'Error on Page' issue when manually deleting the Effective Date. This issue did not affect the system functions.
•The Distributor list is now sorted alphabetically when creating an assured.
•The Bordereaux report has been enhanced for better performance.
•Corrected error where the Submission Creator, Assured, and Distributor checkboxes in manual e-mails were not recognized as valid recipients.
•Corrected issue where a limit or deductible without an amount would cause an error. The bug has been corrected for existing data, and new date will default to 0 if no amount is specified.
•Corrected issue where attempting to renew certain types of policy would result in an error.
•Corrected issues with wrong text being used for the limit and deductible types in generated documents.
•Fixed the $Count function for calculated fields, which was not working.
•Corrected issue where editing certain resources would change the "Owner Company" to the company of the user who made the changes.
•Added validation for cancelling a policy outside of its effective period.
•Investigated and corrected missing security rights across licensee sites.
•When creating a Text Area type field, the Small size is not supported. Removed the Small option when Text Area is selected under field management.
•Corrected issue where publishing a portal caused the Assured menu item to disappear.
•Corrected issue where Cancellation transactions would not include premium values from premium grids.
•Corrected issue where users without the ViewPremium right could see the premium in the Policy/Transactions grid.
•Corrected issue where binding a New Business policy with a negative premium would change the premium to positive.
•Corrected issue where field override behavior rules using triggers would not work in Incomplete status.
•Corrected issue where a Textbox (Decimal) field without a Rounding Precision entry would not accept decimal values. The field will now default to two decimal points.
•Corrected issue where a comma used as a thousands separator would be treated as a decimal separator when manually adding or editing premiums.
•Corrected issue where correlated fields were not working under custom portals.
•The Maximum Length option in the Field Management page is now functional. See the Product Design User Guide 1.7.0 for details.
Any existing data that exceeds the maximum length for the field will be unaffected unless the content is edited. Doing so will cause the maximum length to be enforced.
•The following field control types are obsolete, and have been removed: Currency Amount, Currency amount Range, Date Range Picker, TextBox (Password), and TextBox (Rate).
•Corrected issue where the Effective Date settings for Validation Rules were not being applied.
•Corrected issue where line breaks in a formula would cause an error. Line breaks are now removed from formulas.
•Corrected issue where the page length would be determined by the expanded size of panels, even if the panels were collapsed by default.
Portals will need to be republished to apply this fix.
•Corrected issue where the page focus would move to the bottom of the page when returning from a grid details page. The focus now returns to the grid that was being edited.
•Improved the error message when publishing a workflow that is missing fields required for attached master covers. The message clearly describes the error, the solution, and the affected fields.
•Corrected issue where Rich Text fields could not be used in grid details pages. Rich Text fields can now be included in the details page, but cannot be displayed in the grid itself.
•Corrected issue where users could not create or edit e-mail templates, even if they had the appropriate rights. The rights CreateEmailTemplate, DeleteEmailTemplate, EditEmailTemplate, and ViewEmailTemplate have been activated and added to the Product Designer role by default.
•Corrected error messages when adding or deleting items from option lists.
•Corrected issue where calculated field formulas using $If functions would not respect brackets used to divide mathematical calculations.
•Corrected error that would occur when using a hidden calculated field as a rate driver in a premium grid.