7.0.160.x Release Notes
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Features
FUEL-448 – Warning Message will display for Commission Rate Differences between the Bond and the Agency or Account Default Commissions
If a bond has the commission rate overridden on a PBR, Renewal, or Renewal PBR transaction with a value that is different from the default commission from the account or agency, a warning message will be displayed for the user.
FUEL-1102 – User and Agency Information Display
When an agent user is logged in, the user can see the user’s initials and username, along with the agent’s agency name and agency code.
When a carrier user (admin, CSR) is logged in, the user can see the user’s initials and username.
FUEL-1120 – Overlay Field for Responsible Underwriter
Responsible Underwriter overlay fields have been created and added to the System overlay fields (All>Reference Tables>Overlay Fields).
Overlay Fields will be available in the Bond overlay field section as: Account_RespUWName and Bonds_RespUWName.
These Overlay Fields will also be available for email templates, located at: All>Reference Tables>Templates>Email Templates>Bond Actions Email Templates/Account Action Email Templates.
FCC-88 – Inactive Indicator for Agency Display Name on Accounts
For accounts under an agency that has been set to Inactive, it will display the Agency’s Name with “(Inactive)” added to the end of it.
Fixes
WEB-21 – Bid Bond Conversion on Account with Exceeded LOC Refers
When a Bid Bond that has the Bid Bond Conversion transaction performed, while the account’s Line of Credit (LOC) has been exceeded, the Bid Bond Conversion will refer.
FUEL-1084 – Fixed the AgencyType field for the AddAgency, UpdateAgency and AddUpdateAgency APIs
When the AddAgency, UpdateAgency or AddUpdateAgency APIs are called, the web service will be able to receive the AgencyType as Standard, Wholesaler, or Sub-Agency to configure the agency being added or updated.
FUEL-1128 – Wholesaler type Users will not have the Underwriter Selection Displayed
When logged in as a wholesaler user role, the user will no longer be able to see or select the Responsible Underwriter during a bond purchase.
