6.1.99.x Release Notes
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Features
6388 – Renewal Screen Flow Improvements
When processing renewal actions, users were directed to the current in-force version of a bond after completing a renewal action. This has been adjusted to direct the user to the appropriate page for the following bond actions:
Action - Landing Page
Submit Renewal Application - Renewal Page
Approve Renewal Application - Renewal Page
Reassign Referral (Renewal) - Renewal Page
Reject Renewal Application - Bond Page
Decline Renewal Quote - Bond Page
Requote (Renewal) - Renewal Page
Purchase Quote for Renewal Application - Renewal Page
Renewal NPBR - Renewal Page
Renewal PBR - Renewal Page
Cancel Renewal - Bond Page
6389 – Current Renewal Documents
Previously, renewal documents would be displayed under the Past Documents section of the Print Documents dropdown on a bond. A new section has been added to this dropdown to show the Current Renewal Documents. If additional actions have been taken on a renewal, prior renewal documents will still be listed in the Past Documents section.
7935 – Passing Values to Cancel Bond Action after Initiate Cancellation Action with the PreviousVal and CalculateVersionDiff Overlay Formulas
Previously when using the PreviousVal and CalculateVersionDiff overlay formulas on a document assigned to the Cancel Bond action, these would populate with the value changes from the Initiate Cancellation action to the Cancel Bond action.
This has been adjusted to populate documents with the value changes from the bond action before the Initiate Cancellation action (Purchase Quote for New Bond, Premium Bearing Rider, etc.) to the Cancel Bond action.
12585 – Renewable vs. Single Term Option when Purchasing Bond
A new bond configuration setting has been added to allow users to select if the bond is to be renewable or a single term bond. This is located at: All>Maintain Bond>[Choose Bond Configuration]>Configure>Term Tab>Bond Configuration Settings.
NOTE: This option is only available if the ‘Renewal Code’ setting is not ‘No Renewal.’
This is determined when purchasing the bond. When selected for a bond configuration, a dropdown will appear allowing the user to make the determination. This field is required when in use.
If Renewable is selected, the bond will be able to be renewed. The bond will follow the ‘Renewal Code’ setting on the bond configuration, including the Auto Renewal or Auto Renewal Quoted features.
If Single Term is selected, the bond will follow the No Renewal ‘Renewal Code’ setting for the bond configuration. This will stop any Auto Renewal or Auto Renewal Quoted features from affecting the bond, and no manual renewal application will be available on the bond.
NOTE: This can also be modified with a Premium Bearing Rider action.
Fixes
9232 – Corrected Renewals to Handle Adding Multiple People/Companies
When adding multiple people or companies to a bond during a renewal application, an error would occur. This has been corrected to allow for the addition of multiple people and companies at this action.
12562 – Corrected Account Application to Maintain the Responsible Underwriter Selection
When submitting an account application, the Responsible Underwriter selection would not be saved to the account. This has been corrected to ensure the assignment is maintained after the application is completed.
12632 – Fixed Judgment and Liens Count for Transunion Credit Reporting
For credit reports pulled with Transunion, the judgements and liens count was not populating correctly on the person tile. This has been adjusted to pull in the proper count.
In addition, a new field has been added to the Transunion setup to indicate which Public Record Type to be included for the Judgements and Liens field. The codes for the Public Record Type can be added separating these by commas.
The following are the codes for the Public Record Type:
12634 – Adjusted Branches Web Service
The Branches web service has been adjusted to allow for the Region Code to be sent to assign the branch to a region. This field has also been added to the Regions section of the application.
12853 – Fixed Change Agency to Handle High Volume of Agencies
When using the Change Agency feature on a bond, the feature would error when there was a high volume of agencies in this system. This has been corrected to allow for this.
The Agency Code, Branch Name, and Agency State field have also been added to the feature for reference.
13035 – Adjusted Google Chrome Browser Behavior for the eSURETY™ Store
When using the eSURETY™ Store in Google Chrome, a new tab would open when clicking on ‘Buy a Bond’ and navigating to the Store Registration Page. This has been adjusted to keep the user on the same browser tab.
NOTE: This browser behavior was already in place for Firefox and Internet Explorer.