6.0.60.x Release Notes

Features

• 3699 – Import and Export of Obligees via API

  • An API web service was created to enable clients to import, export, and update obligees within e-SURETY™. In-depth documentation for this can be provided upon request to the e-SURETY™ Support Team.

• 5439 – Listing of Attorney-In-Fact (AIF) dropdown alphabetically grouped by Agency and Carrier

  • The dropdown list for the AIF designated on a bond is now ordered into two groups: Agency AIFs and Carrier AIFs. These are designated with a “A” or “C” before each name. The AIFs are also now listed alphabetically by the last name of the AIF within the two groups.

• 5725 – Ability to Add an obligee to the system when purchasing a contract bond

  • Since contract bonds select the obligee during the buy a bond process, users can now add an obligee to the e-SURETY™ system during this process. To do this, click ‘Create’ at the bottom of the obligee selection page:

The user will then be prompted to enter the obligee’s information:

Once submitted, the obligee will be added to the list of obligees to be selected. Find the obligee and click ‘Choose Obligee’ at the right side of the obligee’s row.

• 5970 – Default Settings for Applicant Type to be either Company or Person per Module

  • Two new settings have been developed to control the Applicant Type dropdown on the Initial Bond Information page, one for each module of e-SURETY™. These are located at: All>Setup>Settings>SystemDefault>CommercialDefaultApplicantType and ContractDefaultApplicantType.

  • To implement these settings, enter ‘Company’ or ‘Person’ into the Value field for the desired setting. Be sure to clear the application cache with the ‘Clear Cache’ button at the top of the page.

Once set, e-SURETY™ will default the Applicant Type dropdown to the corresponding entity (Person or Company). If no Company questions are applied to a bond configuration, Company will not be available to be selected, regardless of these default settings. Likewise, if no Person questions are applied to a bond configuration, Person will not be available to be selected, regardless of these default settings.

• 6147 – Overlay Formulas for Numbers to be Converted to Text

  • Three overlay formulas were added to allow number type fields to be converted to text. These formulas are:

    • =DollarText(fieldname) – Adds the ‘Dollars and <Insert cents value> Cents’ ending to the text.

    • =DollarTextNoCents(fieldname) – Adds the ‘Dollars’ ending to the text.

    • =NumericText(fieldname) – Does not add an ending to the text.

      • NOTE: The DollarTextNoCents and NumericText formulas truncate any decimals in the field’s value.

  • To use these, replace ‘fieldname’ from the formula with an overlay field, such as BondDetails_Penalty, BondDetails_TotalPremium, etc.

  • These are located at two locations:

    • All>Reference Tables>Overlay Fields>Overlay Formulas.

    • All>Maintain Bond>[Choose a Bond]>Manage Applications>Overlay Formulas

• 6518 – Removed UserId from Multi-Factor Authentication (MFA) request Post

  • For security enhancements, the UserId was removed from the MFA request post.

Fixes

• 5289 – Restructured the Recent Bonds Search Feature

  • The Recent Bonds Search criteria was modified to have dynamic time periods. These are based on the number of days in the past where action was taken on a bond. This is rather than previous fixed periods such as This Week, Last Week, This Month, etc. The search criteria are now as follows:

    • Today

    • Yesterday

    • Last 7 Days

    • Last 7-14 Days

    • Last 14 Days

    • Last 30 Days

    • Last 30-60 Days

  • These searches will bring up bonds that have had actions taken on them within these time periods.

• 6021 – Fixed the Applicant Type dropdown error on the Initial Bond Information Page if the page submission failed

  • The Applicant Type dropdown contains either Person, Company, or Both. If no Company questions are assigned to a bond configuration, Person should be the only Applicant Type available in the dropdown. Likewise, if no Person questions are assigned to a bond configuration, Company should be the only Applicant Type available in the dropdown.

  • When submitting the Initial Bond Information Page without choosing an Attorney-In-Fact (AIF), the submission fails, prompting the user to enter an AIF. A side effect of this caused the Applicant Type dropdown to errantly display the wrong options in the following scenarios:

    • The bond configuration did not have Person questions; hence Company was the only Applicant Type option. After the failed submission of the page, both Person and Company became available. If Person would be selected, the bond application would fail.

    • The bond configuration did not have Company questions; hence Person was the only Applicant Type option. After the failed submission of the page, both Person and Company became available. If Company would be selected, the bond application would fail.

  • These scenarios have been fixed to ensure that only the correct Applicant Types appear in the dropdown.

• 6396 – Fixed the Premium Rate Definition dropdowns error on the Initial Bond Information Page if page submission failed

  • When submitting the Initial Bond Information Page without choosing an Attorney-In-Fact (AIF), the submission fails, prompting the user to enter an AIF. A side effect of this caused the dropdowns from a Premium Rate Definition to disappear, and the values entered not to be saved. This caused the decision engine at the end of the bond application to fail, due to the lack of data from the premium rate definition variables.

  • This scenario has been fixed to ensure that the premium rate definition dropdowns are kept on the page after a failed submission, and the values entered are saved and allow the decision engine to properly process the bond application.