7.0.152.x Release Notes
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Features
19978 – Account Rate Modifier Override
Account Rate Modifier can be overridden on the bond page by performing a Premium Bearing Rider on the bond.
In addition, the Account Rate Modifier and Account Rate Factor have been adjusted to carry through the version of a bond despite changes to those fields on the bond’s account. These values will be reset for new renewals on the bond.
20153 – Re-sort Accounts on Initial Bond Information Page by Status
When multiple results are returned while searching for an account, the results will display in order of account status: Active, Inactive, Suspended, Closed.
This sorting will occur on the Quick Search as well as in Find Account during the buy a bond process.
20931 – Bond Documents Added to Bond Import API
The BlobId field has been added to the LoadImportBonds API. The field creates a record in the transactional database during BondImportETL to store the Id for a document for the imported bond. The BlobId references documents in external systems, such as an Azure Storage container or other form of blob storage and ties those documents to the bond.
21304 – Ability to Refer Bonds based on Number of Selected Prepay Years
Added functionality to set a system rule on a bond configuration regarding the number of years chosen to prepay.
This rule does not apply for Term or Continuous type bond configurations, but rather only Annual type bond configurations.
21502 – Account Action Tables Added to Reporting Database
Added the following tables to the reporting database for future use.
Base.AccountActionLogs
Base.AccountActionStatuses
Base.AccountActions
21506 – Electronic Payment Tables Added to Reporting Database
Added the following tables to the reporting database for future use.
Base.ElectronicPaymentLogs
Base.AccountPaymentProfiles
Fixes
18929 – Fixed Recalculate Premium Button Retaining Invoice Amount on Renewal Actions after Renewal Purchase
When using the recalculate premium button during an action on a renewal, the invoice amount would display the difference in value between the premium from the current version of the bond and the new premium for this renewal transaction. This correction makes the invoice amount to reflect the difference in premium between the prior renewal premium and the new value for this renewal transaction.
21150 – Corrected Additional Address Questions Issue with Saving on Actions after the Initial Bond Purchase
When adding an entry to an optional question group which contains an address question that had not been answered on the initial bond application, the address question would not save. This has been corrected to save the address information appropriately.
21151 – Removed Accounts will no Longer Display in Find Account during the Bond Application
An account set to the ‘Removed’ status will not show up in the ‘Find Account’ search during the buy a bond process on the initial bond information page so a user will not be able to apply for bonds under this type of account.
NOTE: A removed account will still be displayed as removed in all searches.
21384 – Parent/Child Agency Relationship Enforced at Account Submission for Wholesaler Users
A wholesaler user assigned to a parent agency with attached child agencies will only be able to assign an account to their own agency or their child agencies.
21544 – Fixed Email Template Filters for Agencies and Carriers
Filters can be applied to email templates to be sent for specific carriers or agencies. Two or more email templates can be configured for the same bond trigger (one with a carrier or agency filter applied and the other with no filter). The non-filtered email template will always be sent unless the filter for the other email template applies on that bond trigger.
