7.0.129.x Release Notes
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Features
15945 – Ability to Limit Risk States to Set Listing of States
The list of risk states available for contract bonds can be limited to a specific list of states. To remove a state from the list, the state record can either be completely inactivated or only unselected as a risk state. To manage the states, go to: All>System Tables>States. At this location any state can be inactivated, or a user can edit the state, and uncheck the Risk State checkbox.
16495 – Setting to Determine Surcharge State for Contract Bonds
The UseRiskStateForStateSurcharge setting has been added to determine the state to be used for calculating the State Surcharge. When the setting value is True, the risk state selected for contract bonds will be used to calculate the state surcharge. If False, the projects address’ state will be used to calculate the state surcharge.
18165 – Setting to Exclude Bid Bonds from Account Contract LOC Limit
The ExcludeBidFromLoc setting has been added to remove the total penalty from an account’s bid bonds from the contract LOC used limit. This setting is located at: All>Setup>Settings>SystemDefaults.
18207 – SuppressModifiersForFees Setting Expanded to Adjust for Target Fields
The SuppressModifiersForFees setting can have entries to suppress rate modification on Maintenance Premium, Retainage fees, and Completion Time Surcharge. To choose which fees to suppress modification, enter ‘Maintenance’, ‘Retainage’, or ‘Completion’ into the setting value field. If entering more than one, separate each entry with a pipe (|). If not suppressing any of the fees, enter ‘None’ into the value. This setting is located at: All>Setup>Settings>Premium.
18418 – Company Name Field in Credit Card Information
The company name field has been added to the credit card payment information as an optional field to be entered. If it is needed to be required for the payment submission, please contact eSURETY® Support for assistance in make it required.
Fixes
17577/17580 – Adjusted Edit Info for New Bond Application Action
The Edit Info for New Bond Application action has been adjusted to allow for the adding of people or companies, and for the changing of the applicant. For this to process correctly, the people and company questions would need to be asked at the new bond lifecycle on the bond application questions (not only on the account application).
18196 – Fixed Change Account Action when Account Name Contains Apostrophe
When changing a bond’s account to an account where the name includes an apostrophe, the action would error. This has been corrected to allow for the account change without issues with special characters in the name field.
18229 – Completion Time Surcharge Values Added to Premium Display Box
The completion time surcharge amount has been added to the premium details pop-up box.
18528 – TransSync Amount Difference Correction for Non-Invoiceable Actions
Non-invoiceable transactions would pass the premium difference values from the prior invoiceable action in TransSync. This has been corrected to reflect the proper $0 change for non-invoiceable transaction in TransSync.