6.1.97.x Release Notes
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Features
5761 – Account Responsible Underwriter as Default for New Bond Applications
When a bond application is processed from an existing account, the responsible underwriter for the account will be the default responsible underwriter for the bond. Previously all new bond applications defaulted to the branch representative for the agency applying for the bond. This functionality will continue for all bond applications not applied from an account.
6804 – Bond Configuration Inactivate/Reactivate Page
A new page has been added to inactivate and reactivate bond configurations. Inactivating a configuration will remove it from being able to be accessed from Buy a Bond or Maintain Bond. This is located at All>Reference Tables>Bond Configurations.
8560 – Pending Quotes Queue Split for New Business and Renewals
The Pending Quotes queue has been split into two separate queues for new business and Renewals. The Pending Renewals queue has also been renamed to ‘Pending Renewals – Review Required’ to clarify the distinction from the ‘Pending Quotes – Renewals’ queue.
Note: All labels for the queues are localized and can be re-named according to each client’s business needs. To make a change to these labels, please contact eSURETY™ Support.
9058 – Question Setting to not Flood Previous Answer to Specified Life Cycles
A new setting has been added to question lifecycles to not flood the question’s answer field with the previous answer given at a prior lifecycle. To utilize this feature, please contact eSURETY™ Support for implementation.
12394 – Added Obligee Mailing Address to TransSync Fields
The obligee mailing address fields have been added to the TransSync data as the following:
ObligeeMailingAddress1
ObligeeMailingAddress2
ObligeeMailingCity
ObligeeMailingState
ObligeeMailingZipCode
ObligeeMailingCounty
12518 – Added eSURETY™ Store Page Messages
eSURETY™ Store specific page messages have been added to allow for distinct messages to appear for eSURETY™ Store transactions. When delivered with this release, the eSURETY™ Store page messages will be identical to the application page messages already in place.
Custom JavaScript is also available to be added to all page messages. Please contact eSURETY™ Support for the implementation.
12526 – Remove Button Added to Incomplete Bond and Account Applications
A remove button has been added to the Incomplete Bond Applications and Incomplete Account Applications queues to manually remove the record from the queue.
Note: Once removed an incomplete bond or account application is not recoverable.
12833 – Added Middle Name to the Full Name Overlay Fields
The person’s middle name field has been added to the Full Name type overlay fields:
ApplicationFullName
BondPeople_FullName
People_FullName
Fixes
9732 – Alphabetized the Question Groups Dropdown for Adding Questions to an Application
When adding questions to an application, the question group dropdown is now sorted alphabetically.
11655 – Allowed for Overlay Formulas to Print when Field’s Value is Empty
When an overlay formula used an empty (NULL) field, the overlay formula would error. This has been corrected to allow for the field to populate with an empty value.
11718 – Corrected Renewal Page Displaying Dropdown for Billing Type
When viewing a renewal on an in-editable page, the Payment Information section displayed with dropdowns of the available billing types. This has been corrected to display the current billing type selections, but without being able to open the dropdowns.
12546 – Corrected Custom People and Company Account Questions
When using additional custom people or company questions on an account application, and when none of these custom questions are answered when the account is created; these would not be displayed or editable after the creation of the account. This has been corrected to allow the question to be viewed and edited from the account.
