2.5.132 Feature Enhancements

In This Topic...

Insurity Bridge Common API

The Insurity Bridge Common API section has a Documents group of APIs to manage documents and attachments that are part of policy transactions.

The APIs can retrieve specific documents and attachments or provide a list of documents and attachments associated to the various policy transactions.

The GET Documents API returns an array of references and contextual information based on the parameters provided. Users can enter various parameters to retrieve the appropriate documents.

Users can also:

  • Retrieve a Document or Attachment using the Get Document API with the Document or Attachment GUID.
  • Delete a Document or Attachment using the Get Document API with the Document or Attachment GUID.

The POST Documents API imports an Attachment linked to a policy transaction. Along with the file, various details of the Attachment can be specified using the various parameters.

The Master Cover API section has a policies group of APIs, with one to generate a document for a policy transaction.

Swagger documentation is available for more details on the available APIs. Contact your Insurity account representative.

Security Fixes for Product Design and Reference Menus

A security test revealed that unauthorized users were able to gain access to multiple functions within the Bridge Specialty Suite under different menu options (i.e. Product Design). Privilege escalation occurs when a user gains access to more resources or functionality than they are normally allowed, and such elevation or changes should have been prevented by the application. This is usually caused by a flaw in the application.

The result is that the application performs actions with more privileges than those intended by the system administrator.

The test revealed that no pages in the Product Design menu options have user authentication rules. To address this vulnerability, security right rules have been implemented on various pages under the Product Design and in the Reference menu options. The following pages have been updated and the user must have the appropriate security rights to access them:

  • Cross Policy Data Configurations
  • Clauses
  • E-Mail Templates
  • Field Evaluation Rules
  • Fields
  • Grids
  • Impact Assessment
  • Integrations
  • Lookup Tables
  • Master Covers
  • Option Lists
  • Panel Search
  • PremiumTypeSearchPresenter
  • ProductListPresenter
  • ProductSearchPresenter
  • ReferenceImportExportPresenter
  • Triggers
  • ScreenSearchPresenter
  • SequenceNumberListPresenter
  • Website Configurations
  • WorkflowContainerDataSourceListPresenter
  • WorkflowContainerDataTableListPresenter
  • WorkflowContainer Details
  • Shared Containers
  • Custom Events
  • Workflow Containers
  • Workflow Versions
  • Workflow Search

New Billing Settings to Pay Future Installments with On Account Balance Amounts

Two new settings have been added to the Billing - General Settings page for any given Billing Entity. These settings are used to automatically apply the collected payment towards the future pending installments of either a policy term, policy transaction, or Bill to Party. Note that no part of the collected amount is saved to the On Account Balance unless the amount is greater than the existing policy term charges. These settings will also invoice future policy term charges, transaction charges, or Bill to Party charges when additional OAB is available.

When the Invoice Future Installments when OAB is Available checkbox is enabled, the system automatically invoices future installments with the available On Account Balance (OAB) amount.

The Collect Payment to Allocate Charges Partially checkbox is displayed when the Invoice Future Installments when OAB is Available checkbox is checked. When enabled, the system will allow partial payments until the On Account Balance (OAB) amount is exhausted.

Additionally, the On Account Balance amount is applied as follows:

  • If the On Account Balance amount results from a receipt from a Policy Transaction, the OAB can only be applied to installments of the same transaction.
  • If the On Account Balance amount results from a receipt from a Policy Term, the OAB can only be applied to installments of transactions of the same policy term.
  • If the On Account Balance amount results from a receipt associated to a Bill to Party, the OAB can only be applied to installments for transactions and policy terms of the same Bill to Party.

These settings could also generate invoices that contain multiple charges. If any one of these charges are being partially paid, then the Invoice Issue date and Due date are calculated based on the latest charge date. However, if all of the charges can be paid in full, then the Invoice Issue date and Due date are calculated based on the earliest charge date.