7.0.167.x Release Notes
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Features
FUEL-1346 – Account Authority Levels Expansion
When utilizing the “Bonded” people or company question on account applications, single and aggregate authority levels will be available on for the individual people and companies on the account.
NOTE: These people and company authority levels will only appear if the “Bonded” question is asked and answer as Yes.
NOTE: These authority levels are for reference only at this time, and the functionality of this enhancement will be delivered in an upcoming sprint.
Additional account authority levels have been added to the account page for underwriter authority levels and agency/broker authority levels. This has adjusted the display of the account’s authority limits section of the page.
NOTE: The existing account limits will continue to function as before.
NOTE: These additional authority levels are for reference only at this time, and the functionality of this enhancement will be delivered in an upcoming release.
NOTE: If you are not utilizing the bonded question on your people and company account application questions, this functionality will not affect your current workflows.
FUEL-1367 – Only Bonded People and Companies Available on Riders
When utilizing the bonded people or company question on account applications, the only entities available to be loaded from an account to a bond will be those with the answer of ‘Yes’ to the bonded question.
NOTE: If you are not utilizing the bonded question on your people and company account application questions, this functionality will not affect your current workflows.
FUEL-1375 – Improved Formatting of Initial Account Information Page
The alignment of the fields on the initial account information page during an account application has been adjusted to display in line.
FUEL-1404 – Formatting for Account and Agency Information on Applications
The display for account and agency information during a bond or account application has been adjusted for improved visibility. These are listed in a single line for each:
Agency Code
Agency Name
Agency Address
Account Name
Account Number