7.0.145.x Release Notes
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Features
19215 – Multi-Location Obligee
Additional addresses can be added to an obligee, if needed. When using this feature, the user will select from the available addresses entered for the obligee on the initial bond information page during the bond application.
To configure the additional addresses, mark the obligee as a multi-location obligee on the create/edit obligee page. Once submitted, the standard obligee address will be copied into the multiple obligee locations.
Once marked, open the Obligee Locations link for the obligee.
Create the addresses needed. These will appear in the obligee location dropdown as noted above.
The obligee address selected will be what populates overlay fields for bond documents.
The obligee locations have been added to the obligee import API with the following fields:
ObligeeLocationDTO
Address1
Address2
City
Code
Country
County
ExternalReferenceId
GuidId
Name
State
ZipCode
The obligee address selected will be passed down in TransSync under the existing obligee address fields.
20230 – Secured Action for Access to Companies Financials
The secured action has been added to allow or restrict the access of a user role to the company financial statements on an account.
20383 – Disallow Partial Entries for Optional Addresses
Optional address questions will require at least Address 1, City, State, and Zip Code if any entries are made into the fields in the address form.
Fixes
20333 – Premium Added to Reinstatements when Using Rider Pro-Rating
When using rider pro-rating and reinstating an initiated cancellation, an additional premium was being added to the bond. This issue would only occur with the AddDaysToExpiration setting configured to 0. This has been corrected to ensure the premium calculation would not be adjusted with the reinstatement actions.