A new function has been created allowing calculated fields to perform lookups using data source configurations. This is useful for obtaining a configuration’s lookup result for use as part of a calculated field’s formula. This also allows data source configurations to be used without having to use a combo box to initiate the lookup.
The LookupDataSource function takes the Code of a data source configuration and performs a lookup using the filters from its Filters panel. It returns the Primary Display Column value and populates workflow fields as specified in the configuration’s Output To Fields panel.
− For more details on functions and placeholders, see the Full Function Reference List section.
− For more details on data source configurations, see the Data Source Configurations section.
Formulas can now be used to generate the default values of fields in a workflow. Previously, only constant values could be used.
To support this feature, the following changes have been made to the Field Management page:
•An Apply Default field has been added. It allows you to specify how the system will generate a default value. It is visible when the Calculated checkbox is unchecked. It has the following three options:
o Select None so that no default value is generated for the field.
o Select Constant so that a specific default value is generated for the field.
o Select Formula so that the default value is generated according to a formula.
•The Default field is now hidden unless Constant is selected for the Apply Default field.
•A Default Formula field has been added. It is used to specify the formula to be used to generate the default value. It is visible when Formula is selected for the Apply Default field.
•The fields have been adjusted so that the Always Calculate and Calculated Field Formula fields will only be available when the Calculated box is checked. The Apply Default, Default, and Default Formula fields will only be available when the Calculated box is unchecked.
•Calculated and default settings are now mutually exclusive. Until they are modified, existing field configurations will be set by the system to use either their default settings or their calculated field settings based on the following criteria:
o If a Calculated Field Formula exists, the Calculated box will be checked. On saving with the Calculated box checked, any default configurations will be deleted. If a Default value exists and should be kept instead of the Calculated Field Formula, unchecking the Calculated box and saving will keep the Default value and delete the Calculated Field Formula instead.
Note that any pre-existing field with both a Calculated Field Formula and a Default value will be treated as a calculated field until the configuration is saved as one or the other.
o If a Default value exists and the Calculated Field Formula field is empty, the Calculated box will be unchecked and the Apply Default field will be set to Constant.
o If the Calculated Field Formula and Default fields are both empty, the Calculated box will be unchecked and the Apply Default field will be set to None.
The settings above can be verified, and modified if necessary, on the Field Management page. Saving the page will make the settings permanent.
While making the changes for this feature, some additional changes have been made to the Field Management page. The Mapping panel and ACORD field have been removed, as well as the System Library checkbox.
Notes:
•The formula in the Default Formula field is only evaluated when the field’s screen is loaded. If the system has not evaluated the formula, the value of the field will be null. This is especially important to consider if other fields depend on the result of the formula evaluation. This also applies to fields in tab workflow screens.
•When the formula is evaluated, the result is not automatically saved. To save the result, the page must be saved.
•A user can delete or replace the default value if the field is not read-only. This can be done by clearing the default value from the field, entering a new value if necessary, and then saving the page.
− For details on managing fields, see the Creating a New Field section.
Two functions have been created to add a specific character a number of times to a text value so that the text becomes a certain length. They are especially useful for altering field values so that they conform to certain business rules, such as when a field must have a minimum number of leading zeroes.
PadLeft (p0, p1, "p2")
Adds a specified character a number of times to the beginning of a string value, returning a string of a specified length.
P0 (text): Identifies the text to which the specified character will be added. This can be a placeholder, function, formula or literal value.
P1 (positive integer): The length of the resulting string. It must be greater than or equal to the length of the original string or an error will be displayed. The Length() function can be used to verify the length of the original string.
P2 (text): The specified character to be added, enclosed in quotes. This can be a letter, number or symbol. Only one character should be specified. Specifying more than one character will cause an error.
Returns (string): The resulting string of the specified length using the specified added character.
eg. PadLeft(123, 6, "0") will return 000123.
PadLeft([[PolicyId]], 6, "0") where [[PolicyId]] is 123456 will return 123456.
PadRight (p0, p1, "p2")
Adds a specified character a number of times to the end of a string value, returning a string of a specified length.
P0 (text): Identifies the text to which the specified character will be added. This can be a placeholder, function, formula or literal value.
P1 (positive integer): The length of the resulting string. It must be greater than or equal to the length of the original string or an error will be displayed. The Length() function can be used to verify the length of the original string.
P2 (text): The specified character to be added, enclosed in quotes. This can be a letter, number or symbol. Only one character should be specified. Specifying more than one character will cause an error.
Returns (string): The resulting string of the specified length using the specified added character.
eg. PadRight(123, 6, "0") will return 123000.
PadRight([[PolicyId]], 6, "0") where [[PolicyId]] is 123456 will return 123456.
− For details on functions and placeholders, see the Full Function Reference List section.
Previously, whenever the system would send an e-mail, it would automatically create and send individual copies of the e-mail for every recipient in the To and Additional To fields in the New E-mail window. Each individual e-mail would be sent to the recipients in the Cc and Bcc fields, causing those recipients to receive multiple copies. A new setting has been added to select between this existing functionality, or send one e-mail to all recipients.
The E-mail Sending field has been added to the Miscellaneous Settings panel on the Master Cover - Policy Settings page. It has two options:
•When the Create Copies for Recipients option is selected, individual copies of the e-mail will be created and sent for each recipient in the To and Additional To fields. This option can cause recipients in the Cc and Bcc fields to receive multiple copies of the e-mail. Each recipient in the To and Additional To fields will not be able to see the other recipients in these fields. This option corresponds to the pre-existing behavior of the system.
•When the Send One E-mail option is selected, a single e-mail is created and sent to all recipients. Each recipient in the To and Additional To fields will be able to see the other recipients in these fields.
− For information on sending e-mails, see the Sending E-mails section.
Previously, the only way to remove a Cancellation transaction that was no longer needed was to delete it. This would remove all data and any associated documents, e-mails, and notes. In order to keep track of historical data, Cancellation - Quoted transactions can now be Rescinded. This rejects the cancellation while keeping the transaction and all associated data.
When viewing a Cancellation - Quoted transaction, the Rescind Cancellation action is available in the Actions widget. This action changes the transaction to Cancellation - Rescinded status. The Policy Information widget displays the new Rescinded On field, and the Policy Information detail window displays the new Rescission Date field.
Two new security rights have been added for this feature:
•RescindCancellation: This right allows the user to rescind the cancellation. This right has not been added to any security roles by default.
•DeleteRescindedPolicyTransaction: This right allows the user to delete a rescinded cancellation transaction. The transaction can only be deleted if it is the latest transaction in the policy, all other transactions in the policy are either Bound or Rescinded, no Declaration transaction have been created for the policy, and the Billing and Claims modules are not enabled.
This new Rescinded status is available for selection in fields where transactions statuses can be used as conditions.
In addition to quoting and binding, Rescind Cancellation will trigger the automatic generation of documents with applicable configurations.
The rescission date is available for use in generated documents, e-mails, and calculated fields. The Rescission Date placeholder is available for documents in the Policy Information section of the Word Ribbon, while the [[TransactionRescissionDate]] placeholder can be used in e-mails and calculated fields.
The Automatic Cancellation Finalization settings in the Master Cover - Automatic Processing page have been modified. If the selected trigger evaluates as False, the cancellation will now be rescinded instead of being left in Quoted status.
A new Country Wide Indicator Lookup web service can now be used with Data Source Configurations. The service is used to determine data capture requirements, validation information, and rating rules for a given class code.
The web service can be selected for use in the Data Source field in the Attributes panel on the Data Source Configuration Management page.
Note: An Insurity security token is required to use this service. Contact your Oceanwide Representative for information on obtaining one.
− For details on data source configurations, see the Creating a Data Source Configuration section.
Three new functions have been made available to search for a specific value across multiple fields.
•ContainsItem() searches for whole values. The function checks a selection of fields to determine if any field contains an exact match for the search value, and returns True if a match is found.
•Contains() searches for string fragments. The function checks a selection of fields to determine if the search string is included anywhere in the contents, including across concatenated fields, and returns True if the string is found.
•DoesNotContain() is the negative version of the Contains() function. This works exactly the same way, but returns False if the string is found.
Known issues: Currently, if the ContainsItem() function is used to reference a grid field from outside that grid, it will return a separate True/False value for each row in the grid. In a future update, this will be corrected to only return a single True/False value.
− For details on functions, see the Full Function Reference List section.