6.1.94.x Release Notes
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Features
5588 – Added Columns on Pending Quotes Queue
New columns for Days Until and Quote Expiry to indicate the quotes period of availability before being automatically declined.
7331 – Created REST Endpoints for Web Service API
REST endpoints have been added to the eSURETY™ Web Service API. Please contact eSURETY™ Support for additional documentation for implementation.
8485 – Added Email Address and Adjusted SSN in ‘Find Account’ Search
Email address has been added as a search option for the ‘Find Account’ search feature. The Social Security Number (SSN) search has also been modified to not require dashes between each section of numbers for the SSN.
11034 – Reassigned Referrals Changes the Responsible Underwriter
When performing a reassign referral action on a bond, the user would enter the user to assign the bond to in the ‘Refer To’ field. This functionality has been expanded set the Responsible Underwriter to the user selected in the ‘Refer To’ field.
11427 – Adding Logging to Electronic Signature to Capture Agreement Text
Additional logging has been added to the Credit Pull Authorization and Electronic Signature features. The text used in these two features is captured and logged once a user submits the bond application (Credit Pull Authorization) or bond purchase (Electronic Signature). Upon request, this logged information can be provided to clients.
Fixes
3554 – Fixed Report Navigation Menu to Display All Reports
When report names occupied more than one line, spacing for the report menu items would cut off the final reports in the list. This has been corrected to ensure all reports are displayed regardless of the name lengths.
5543 – Adjusted Applicant Name ‘Find Bond’ Search
When searching for a bond by applicant name, the search would only function if the applicant name was exactly as viewed on the bond. This has been modified to find bonds with the applicant name containing the search entry.
7773 – Fixed Issue when Assigning Multiple Bond Configurations to an Agency
When assigning bonds to an agency and adding bond configurations from multiple states, not all selections would be saved. This has been fixed to ensure all configuration selections are saved regardless of the states.
11402 – Removed Edit Buttons for People and Company Records
When viewing people and company tiles, view and edit buttons were available. These have been modified to reflect when an item can be viewed only, and when it can be edited.
11816 – Allowed for Rejecting Referred Bid Bond Conversion
When processing a referred bid bond conversion, the reject bid bond conversion action would not process the action. This has been corrected to allow for the rejection. This action returns to bond to the bid bond configuration from before attempting the conversion to a final bond.
11991 – Fixed Error when Finding an Existing Account on People/Company Page
When searching for an existing account on the People/Company page, an error was occurring and did not bring in existing people and companies from the found account. This has been corrected to ensure all people and companies from an account are available to be selected for the bond application.
12005 – Corrected Reassign Referral Actions for Renewal Applications
When performing a reassign referral on a renewal application, no actions were available to be performed. This has been corrected to have the appropriate actions available after this action.
12077 – Fixed CSLB Integration Conflict with Performance Enhancement
The California State Licensing Board (CSLB) integration was affected by previous application performance enhancements. This has been corrected to properly retrieve the information from the CSLB without losing the previous enhancement.
