6.1.80.x Release Notes
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Features
3700 – Import Bond Transactions Web Service
A new feature has been added to the eSURETY™ web service to import bond transactions from an external system. Please contact eSURETY™ Support for the web service documentation.
3702 – Wholesalers and Sub-Agencies
The wholesaler feature has been completed. This feature includes functionality for wholesalers and sub-agencies.
Each agency can now have a parent or child relationship to another agency. Parent agencies can access bonds and accounts from their child agencies. A child agency will not be able to access bonds or accounts from the parent agency or other child agencies.
NOTE: An agency can only be a parent or a child, not both.
To establish a parent agency, edit an existing agency, and click on “Assign Children.” A new page with assigned and available child agencies will appear. These can be added or removed as children for this agency.
To establish child agency, edit an existing agency, and click on “Assign Parent.” A new page with available parent agencies will appear and can be selected.
For an agency to function as a wholesaler, the agency type must set to “Wholesaler” on the Edit Agency page. For an agency to function as a sub-agency, the agency type must be set to “Sub-Agency” on the Edit Agency page.
Wholesaler agencies can have a Handling Fee Rate, which is a percentage of the total commission amount to be retained for the wholesaler before the sub-agency’s commission is calculated.
Sub-agencies have a Sub-Agency Commission Rate, which is a percentage of the amount after the handling fee is subtracted from the total commission amount.
The wholesaler commission amount is the handling fee plus the remainder from the sub-agency commission amount. These are listed on the bond page under the premium section of the bond.
NOTE: The wholesaler commission amount, sub-agency commission amount, and the handling fee rate are not visible by any users except the wholesaler agents, CSRs, and the administrator users. The sub-agency agents only see their commission amount. Standard agent users and consumers do not see any of this data on the bond page.
5317 – Added Distinct Default and Allowed Billing Types for both New Bond and Renewal Transactions
A new feature has been added to allow specific default and allowed billing types for renewal purchases. This allows the new bond purchase options to be completely independent from the renewal billing options.
Both new bond and renewal billing types can be set for the agency default billing (located at: All>System Tables>Agencies>Edit) and the bond specific billing (located at: All>Maintain Bond>[Choose a Bond]>Configure>Term Tab>Billing Type).
The renewal billing options are for the Purchase Renewal and Cancel Renewal actions. All other billed actions use the New Bond billing options.
NOTE: For existing billing options on agencies and bond configurations, the renewal billing options will be empty; and all billing will function as before until the renewal billing options are entered.
The renewal billing options will also be designated on the page for bond actions that affect premium for the ‘Next Renewal Billing Type.’
5755 – Background Job to Clear Locked Bonds and Accounts
A new background job has been added to unlock bonds and accounts that had been in use by other users but were closed improperly. This background job will be scheduled to run hourly, but can also be run manually if needed by system administrators. This is located at: All>Background Jobs>Submit Job>UnlockRecords.
6994 – Blocked Changes to Question Column Name and Question Input Type
The Column Name and Question Input Type columns for questions have been altered to not allow changes to these after a new question has been saved.
7198 – Addition of Obligee Class and Bond Class Type
New fields have been added to obligees and bond classes. These are to help classify the obligees and the bond class types for notation purposes only and do not drive any functionality within eSURETY™.
8587 – Additional Tables and Columns Added to Reporting Database
The following tables have been added to the ETL to be produced on the reporting database:
Base.AgencyDefaultCommissions
Base.CarrierAttorneys
Base.ReinsuranceCompanies
The following columns have been added to existing tables in the reporting database:
Base.BondPeople.County
Base.BondPeople.IndexNumber
Base.BondCompany.IndexNumber
Base.GenericObligees.BondId
Base.BondDetails.PrepaySelection
Base.BondDetails.DecisionModifier
Base.BondDetails.CarrierAttorneyInFactId
Base.BondDetails.AgentAttorneyInFactId
Base.Agencies.County
9292 – Restyling of People and Company Page
The ‘Add Person’ and ‘Add Company’ buttons have been moved below existing people or company tiles.
The page description text has been enlarged. This text is localized and can be modified to fit each client’s needs.
The positioning for the ‘Save’ and ‘Remove’ buttons for people and company tiles have been switched.
The applicant selection dropdown is hidden until a person or company has been selected to be on the bond.
For existing people and company tiles, the ‘Remove’ button has been replaced with ‘Close’ to avoid the misconception of deleting that person or company.
Fixes
7196 – Limited the Effective Date on the Bond Application Summary Page to the Pre-date and Post-date Limits
The effective date for a bond could be edited beyond a bond’s pre-date and post-date limits on the application summary page. This has been corrected to only allow dates within the limits set.
8487 – Fixed Error for Bond Actions when Premium Rate Definition has been added to the Bond Configuration
When a bond configuration had a change in premium calculation to start using a premium rate definition, existing bonds would have errors when processing additional actions on the bond. This has been corrected to allow these bonds to have the premium rate definition variables be set while performing the action.
NOTE: For bonds that are needing to be renewed, the bonds would first need to have the variables established with a Premium Bearing Rider so that the renewal process can complete automatically.
9313 – Adjusted Aggregate LOC Limits to Allow Renewals to Pass
The aggregate LOC limit for accounts did not allow renewals to complete if the penalty amount for the renewal in addition to the existing LOC would exceed the aggregate LOC limit. This has been adjusted to allow the renewal to complete if the renewal penalty amount would not exceed the limit after the current version of the bond would be retired.
9443 – Fixed Issue with Link to Documents within Electronic Signature Text for eSURETY™ Store
When a link is setup within the electronic signature, the imbedded PDF file would not open properly, only on the eSURETY™ Store. This has been fixed to allow the PDF to be opened.
9654 – Fixed ClearTestAgency Background Job
The ClearTestAgency background job had an error when processing. This has been corrected to ensure the job can complete and remove all test agencies bonds and accounts.