2.5.137 Maintenance Release Notes

General Ledger Accounts for Overpayment On Account Amounts

Previously, when configuring Billing Settings for invoices and General Ledger accounts in the billing module, the system was unable to distinguish between overpayments for different types of invoices. The system only created G/L entries for the Advanced Premium account, regardless of the invoice type.

Now, the options for the Automatically Apply to Invoices of Type setting have been updated to recognize Premium, Deductible, and Other invoice types. Upon selection and invoicing, the appropriate General Ledger accounts are created. Note that the existing labels for the Automatically Apply to Invoices of Type options have been renamed to Premium, Deductible, and Other.

Following this enhancement, two new General Ledger accounts have been added and the Advanced Premium account has been updated.

• When Premium is selected for the Automatically Apply to Invoices of Type setting, the appropriate entries are created in the existing Advanced Premium account.
• When Deductible is selected for the Automatically Apply to Invoices of Type setting, the appropriate entries are created in the new Deductible account.
• When Other is selected for the Automatically Apply to Invoices of Type setting, the appropriate entries are created for the new Bill to Party Suspense account.

Note that this enhancement was released in version 2.5.136 of the Bridge Specialty Suite.

• For details on creating General Ledger accounts, see the Managing General Ledger Accounts section.
• For details on the Batch Receipt settings, see the Transactions section.

Admin Console Update - Data Backfill Feature

The Data Backfill feature has been enhanced to display an option to the user to select calculated fields to be recalculated, so that the changes in the Data Backfill request are applied after the Data Backfill process is completed. A new field called Suppress Dependency Recalculation has been added to Schedule the Job panel on the Data Backfill page.

Note that this enhancement was released in version 2.5.136 of the Bridge Specialty Suite.

• For details on the new field for the Data Backfill feature, see the Data Backfill section.

UI Changes for Automatic On Account Balance Allocation

There are changes to the UI on the General Settings - Billing screen that will allow users to configure allocation settings for the On Account Balance.

Previously, the system was unable to allocate an On Account Balance to an effective policy term. Now, an Apply when Policy Term is Effective check box has been added under the Billing Schedule panel. Selecting the check box triggers a process that automatically allocates On Account Balance amounts to effective policy terms. Note that this setting will override the Invoice Generation settings at the Master Cover and Bill to Party level. Additionally, when enabled, the system will not generate manual invoices for the policy before the policy becomes effective.

The Apply Remaining OAB to Next Charges check box has replaced the former Invoice Future Installments when OAB is Available check box. The old check box automatically invoiced installments using the available On Account Balance. This new check box allows for the partial allocation of the On Account Balance. This check box appears when the Apply to Future Installments on Payment Collection check box is checked.

Finally, a new Auto Bind Setting panel has also been added to the General Settings – Billing screen. This panel allows users to select which Transaction Types will trigger an automatic Bind for policies once a payment is received.

• For details on new settings for Automatic OAB Allocation, see the General Settings - Billing section.

Updated Billing Automatic Batch Processing

As a result of the new Advanced Payment feature, two existing automatic jobs have been replaced by new Batch Receipt automatic jobs that will run when a batch receipt is posted for Advanced Payments.

Additionally, when running the new job, the policy is updated with the latest payment information and the Billing Total Transaction Payment Amount field is also updated. If the Auto Bind Setting is enabled, the bind process will run for quoted policies.

• For details on the Auto-Bind Setting panel, see the General Settings - Billing section.

New Query Client API

A new API has been introduced to the Bridge Specialty Suite that returns a list of clients available within the logged in user scope. When the request is sent, the API will filter the results based on the Master Cover rules for Clients including the Client Type (Company, Individual, or both), Name, and Code. The parameters to be specified in the request fields are:

• InsuredType (Company, Individual, or blank for both)
• InsuredName (SQL Like)
• InsuredCode (SQL Like)
• Page Size (Common to all query APIs)
• Page Number (Common to all query APIs)

Note that only Active clients are returned in the list and it is sorted alphabetically by Assured Name.

Added Security Access Control for Claims

Previously, a claims workflow process was able to be triggered without the user having the appropriate security rights. In order to address this vulnerability, a code fix has been implemented that checks the users’ security right for this claims process. If the user does not have the correct security right, the system shows an "Unauthorized Access" page.