Add-ins are software tools that enable Bridge to work together with other applications such as Microsoft Word and Microsoft Excel.
A new Add-ins page has been added to provide information and installer files for each available add-in. It can be accessed from the Reference menu and selecting Add-ins.
The content of this page is managed separately per licensee. For information about the contents of this page for your version of Bridge, please contact your Oceanwide Representative.
Two new security rights have been created and added to the System Administrator role:
•DownloadExcelAddIn allows users to access the Add-ins option in the Reference menu and download content from the Bridge Policy Excel Add-In panel.
•DownloadWordAddIn allows users to access the Add-ins option in the Reference menu and download content from the Word Add-In panels.
− For more information on add-ins, see the Managing Add-ins section.
When creating Cancellation transactions, the premium can now be pulled directly from a dynamic field in the workflow instead of using the default prorating method. A Coverage Calculation Methods panel has been added to the Master Cover - Policy Settings page. It allows you to choose between two calculation methods:
•Prorating: This is the default setting and maintains the existing functionality. The refunded premium will be determined by prorating the policy’s premium, taxes and commission using the cancellation’s effective date.
•Rule Evaluation: This option uses a set of rules to pull premium values from one or more dynamic fields in the workflow. The premium values can be produced by calculated fields, or brought in from external systems. Multiple rules can bring in values for multiple premium types, including combining multiple values for each premium type. Taxes, fees, and commissions are then applied to each premium type using the existing settings.
Selecting Rule Evaluation is necessary in order to enable the new Rate Rules Evaluation screen which can be selected in the Screens widget of the master cover. This screen allows for the creation and modification of rating rules, which define the dynamic fields to be used for each premium type.
Notes:
•Rate rules are not compatible with premium grids and should not be used with any workflow that contains one.
•This feature does not support all workflow features, and is specifically intended for use with integration configurations that use a Policy Decisions integration type.
− For details on managing rate rules, see the Creating a Rate Rule section.
Combo box column header labels can now be customized. This is useful for providing labels that are more appropriate and user-friendly to the workflow, or when it’s necessary to translate them into another language.
The language file that can be downloaded from the Custom Labels screen will now contain an entry for the header of every Display Column in the Data Source configurations. Display columns are the columns displayed to the user when they view the drop down menu of a combo box. In the language file, the column header’s label can be edited in the same manner as the other labels in the file.
A new Code field has been added to the Add Display Column detail window on the Data Source Configuration Management page. The field is visible once the display column in saved, and contains the read-only code generated by the system. The Code field in the Data Source Configuration Management page is now also read-only once the configuration has been saved. These codes are used to identify the configurations in other areas of Bridge, such as the language file.
− For details on customizing languages, see the Custom Labels section.
In order to provide more options for when and how Bridge should interact with external systems, two new actions have been made available to activate integration configurations.
Integration configurations can now be activated when the user creates a reinstatement transaction, or when they delete a transaction. To enable this, Reinstate and Delete have been added as options to the Action drop-down of the Integration Setup panel on the Integration Configuration Management page.
A reinstatement transaction can now enter Incomplete status when:
•There is an error with an integration that is configured to activate when a user initiates a reinstatement.
•A validation error occurs for a reinstatement transaction in Quoted status.
Note: A reinstatement transaction in incomplete status cannot be quoted. To calculate the quote, the reinstatement that is in incomplete status must first be deleted. The reinstatement must then be re-attempted from the cancellation transaction.
− For information on creating integration configurations, see the Creating a New Integration Configuration section.
When creating or modifying accounts for users and individual assureds, you can now specify which parts of the Home page will be visible to them as default settings. This is useful for having greater control over how the home page is displayed to a user when they login for the first time. They can later change these settings by navigating to their Profile page.
A Home Page Preferences panel has been added to the User Information page. It contains the following options that can now be set as defaults for each user:
•Display Welcome Page Content
•Display SmartView Panel
•Display Submissions/Policies Panel
•Display Notes & Follow Ups Panel
− For information on managing user accounts, see the Creating a New User Account section.
Further control over how a grid can be edited directly is now available. Text Box, Text Box (Decimal), Textbox (Integer), and Drop Down control types that are editable directly in a grid can now be made read-only when another field in the row evaluates to True.
The Read-Only Override field is available to override the Editable in Grid option of controls having the control types mentioned above. This can be configured in the Edit Field detail window of the Fields panel on the Panel Management page.
− For more information on editing field behavior at the panel-level, see the Creating a New Panel section.