6.1.106.x Release Notes
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Features
6390 – Disallowed Agents from Selecting Responsible Underwriter
Agent users had the ability to edit the responsible underwriter selected for a bond at subsequent actions after a bond application is submitted. This has been disallowed for agents. However, CSR and Admin users continue to have this ability to adjust this field.
7006 – Added Premium Rate Data to Reporting Database
The premium rate information has been added to the reporting database.
13919 – Added PoliceTaxCode and FireTaxCode for Bond Import and TransSync
Police Tax Code and Fire Tax Code fields have been added to the Bond Import web service and to TransSync.
The fields for the Bond Import webservice are:
FireTaxCode
PoliceTaxCode
The fields added to TransSync are:
BondDetailPremiumFireTaxCode
BondDetailPremiumPoliceTaxCode
13287 – Added Authority Levels Data to Reporting Database
The premium rate information has been added to the reporting database.
14081 – Setting to Evaluate Lowest Credit Score for Rules and Premium Rate Definitions
The LowestCreditScore setting has been added to adjust credit score rules and premium rate definitions using credit score ranges. When used, the lowest credit score from people on a bond application will be used to determine the rule decision and/or the credit score range item to be used for a premium rate definition. This setting is delivered off. It is located at: All>Setup>Settings>Premium>LowestCreditScore.
Fixes
10698 – Corrected Bid Bond Conversion Documents
Documents assigned to the bid bond conversion lifecycle were not being generated. This has been corrected to generate these documents. This will be produced when the bid bond conversion is completed; note this when the conversion is complete, but before the final bond is purchased. If documents are needed to be generated at the purchase of the final bond, these can be assigned the final bond at the new bond application lifecycle.
13883 –Adjusted People and Companies Loading in Bond Application when Using Existing Account
When an existing account is used for a bond application in which people or company questions are not asked, or person or company usage is excluded; all people and companies from the account would be pulled in for the bond application. This has been corrected to excluded people or companies if the bond configuration is set to not ask people or company questions.
13936 – Corrected Store Content Builder Filters for No Registration SureLYNX™
If not requiring the SureLYNX™ Store consumer registration, the Store Content Builder filters would still require registration. This has been corrected to not require consumer registrations if using the States, Class, or Category filters.
14101 – Fixed Hyperlinked Documents on Credit Pull Authorization and Electronic Signature on SureLYNX™ Store Bonds when not Requiring Registration
When not requiring consumer registration for SureLYNX™ Stores, hyperlinked documents within the credit pull authorization and electronic signature boxes would not open. This has been corrected to ensure the documents can be opened regardless of requiring consumer registration.