6.1.92.x Release Notes
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Features
10218 – System Performance Enhancements
System performance enhancements have been made to the bond decision engine and the search queues for a better user experience.
For additional performance, a setting has been added to allow clearing question cache from any changes to questions and applications. This will allow for increased performance for bond applications. This is located at: All>Setup>Settings>SystemDefaults>UseQuestionTemplateCache.
NOTE: This setting will be delivered on.
This setting does require the question cache to be cleared after any changes to questions or applications. There are numerous places added to clear the question cache:
All>Maintain Applications
All>Maintain Applications>[Any Application Type]>Questions.
All>Maintain Bond>Manage Applications
All>Maintain Bond>Manage Applications>[Any Application Type]>Questions
10324 – Implemented Reinsurer Security Role
The reinsurer security role has been developed. Reinsurer users are limited to only view bonds and accounts to which their reinsurance company is assigned to. These users will not have access to any left navigation menu items.
When viewing a bond, no bond actions are available.
When viewing an account, no account actions are available.
When viewing an account, the reinsurer will only be able to view bonds from configurations which they are assigned to.
Reinsurers will not be able to purchase a bond from an account or from the ‘Find Account’ search feature.
11508 – Added Agency Remittance Field
An additional field has been added to the Premium information on the bond page for agency remittance which is calculated as Total Premium - Commission Amount.
This field is also available as an overlay field for documents, email templates, and page messages as: PremiumDetails_AgencyRemittance
Fixes
10523 – Allowed for Renewal Billing Selection to be Pushed to a Pending Renewal Quote
When performing a nPBR while a Renewal was pending on the bond, but not yet purchased; changes to the renewal billing type would not be pushed to the pending renewal. This has been adjusted to allow the renewal billing type to be changed while pushing changes from an nPBR to the renewal, as long as the renewal has not yet been purchased.
NOTE: If the pending renewal is purchased, the change to renewal billing type will be kept for the following renewal application and purchase.
11126 – Adjusted People/Company Records to Display Correct Version on Bond Page
The display for people and company tiles had been displaying the account version of these records on the bond page. This has been adjusted to show the current bond version of the people and company records.
NOTE: If an account person or company record is updated, this does not update the bond records. However, if a bond person or company is updated, this will update the account record; but not affect any other bond records from that same account.
11510 – Fixed Rate Tables to Allow for Negative Units (-1)
When creating or editing items for a premium, commission, or maintenance rate; negative values were not being allowed for the ‘Number of Units’ column. This has been corrected to allow for negative numbers.
Note: For rate items to calculate up to an infinite number of units, ‘-1’ is entered as the value for number of units.
11649 – Corrected Error from ETL and TransSync when Using Pro-Rating
An error occurred with the RunETL and TransSync background jobs when using the PBR Pro-rating feature. This has been corrected to allow the background jobs to complete successfully and transfer the data correctly.