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7.0.165.x Release Notes

Release Date

Features

AVI-33 – APIs to Truncate Import Tables

  • The following API calls have been added to truncate any data staged in the import tables to clear out data from prior attempts to use the Bond, Account, Obligee, Agency, or Agent import APIs:

    • TruncateImportObligees

    • TruncateImportAgencies

    • TruncateImportAgents

    • TruncateImportAccounts

    • TruncateImportBonds

  • NOTE: This is intended to be used after the LoadImport APIs, but prior to the LaunchImportETL background jobs.

FUEL-1223 – People and Companies as Entities Enabled to be Bonded

The ‘Bonded’ yes/no question has been added to the core questions for people and companies. These two questions will only be available for the account people and company questions.

  • These questions, when used on account applications, will only allow people and/or companies that are answered with ‘Yes’ to be available to be added on bond applications.

    • NOTE: If the account application does not ask these Bonded questions, then the system will operate as before, allowing any people or companies from an account to be used on bond applications. These questions will not be delivered as added to any applications.

FUEL-1235 – Bond Page Adjusted to Display Questions from Current Transaction upon Initial Bond Page Load

  • When performing additional transactions on a bond, the questions from that lifecycle will now display upon the initial load of the bond page.

  • For instance, the cancellation questions after a cancellation action:

FUEL-1304 – Full Name of Underwriter on the Pending Bonds Queue

The underwriter column on the Pending Bonds search queue has been adjusted from initials to display the full name of the responsible underwriter in the following format: Last Name, First Name.

FUEL-1308 – Updated Equifax Credit Reporting Integration

The Equifax personal credit reporting integration has been updated to support the next version of the Equifax API. This version includes the styled PDF form delivered from Equifax as sampled below:

HAN-567 – Date Fields as String for Import APIs

  • The following fields have been added to the import APIs as alternative date fields for easier formatting:

    • LoadImportObligees

      • DateCreatedAsString

    • LoadImportAgencies

      • DateCreatedAsString

    • LoadImportAgents

      • DateCreatedAsString

    • LoadImportAccounts

      • DateCreatedAsString

      • LocExpirationDateAsString

      • People:

        • DateOfBirthAsString

    • LoadImportBonds

      • Account:

        • DateCreatedAsString

        • LocExpirationDateAsString

        • People:

          • DateOfBirthAsString

      • DateCreatedAsString

      • EffectiveDateAsString

      • EstimatedCompletionDateAsString

      • ExpirationDateAsString

      • People:

        • DateOfBirthAsString

      • Project:

        • BidEndDateAsString

        • BidStartDateAsString

        • ContractEndDateAsString

        • ContractStartDateAsString

      • SpecifiedExpirationDateAsString

  • The format to use with these date fields would be:

    • yyyy-MM-dd HH:mm:ss“


Fixes

FUEL-1156 – Corrected Renewal Rules to Target Renewal Penalty Amount

When a renewal application would have a change in penalty amount and a penalty underwriting rule, the rule was referencing the penalty amount from the current term of the bond. This has been adjusted to use the penalty amount from the renewal application.

FUEL-1294 – Tiered Commission Calculation on Flat Cancel and Reinstatement after Flat Cancel

  • When using a tiered commission rate during a Flat Cancel action, the commission rate would appear only as the first tier of the rate. Subsequently when reinstating the Flat Cancel, the commission would calculate only according to the rate of the first tier of commission.

  • The calculation has been adjusted so when a bond is flat cancelled, each tier of commission applicable to the purchase is properly applied to the flat cancel as based on the penalty amount of the bond. Subsequently when the flat cancel is reinstated, each tier of commission is reapplied based on the penalty amount of the bond.

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