7.0.173.x Release Notes
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Table of contents
Features
FUEL-1306 – Account Entities LOA tied to Bonds where Entity is the Applicant (Principal) on the Bond
When using the Bonded feature for people and companies (entities) and bond transactions occur on bonds where the bonded entity is the applicant (principal), the account entity’s line of authority (LOA) is updated to reflect the line used and the available line.
NOTE: This will not include Bid Bonds associated to the bonded entity, but the bid bonds will be reflected on the account LOA.
Additional validation has been added to the Single and Aggregate LOA so that the single value will not surpass the aggregate value.
FUEL-1383 – Consultant Table
Consultant records have been added to associate to contract bonds. These are located at: All>System Tables>Consultants.
Consultant records have the following fields:
Company Name
Description
Code
Language Preference
Consultant Type
Consultant For
Address
Consultant can have additional locations added. The location address is selected as part of the bond application process on the Initial Bond Information page.
FUEL-1394 – Consultant Import API
The LoadImportConsultants API has been added for loading consultants to environments. See the following sample call:
[{ "Address1":"String content",
"Address2":"String content",
"City":"String content",
"Code":"String content",
"CompanyName":"String content",
"ConsultantFor":"String content",
"ConsultantLocations":[{
"Address1":"String content",
"Address2":"String content",
"City":"String content",
"Code":"String content",
"ContactEmail":"String content",
"ContactFax":"String content",
"ContactName":"String content",
"ContactPhone":"String content",
"ContactPhoneExt":"String content",
"ContactPosition":"String content",
"ContactWebsite":"String content",
"Country":"String content",
"GuidId":"String content",
"Inactive":true,
"State":"String content",
"ZipCode":"String content"
}],
"ConsultantType":"String content",
"Country":"String content",
"DateCreated":"\/Date(928149600000+0000)\/",
"Description":"String content",
"GuidId":"String content",
"Inactive":true,
"LanguagePreference":"String content",
"LastModified":"\/Date(928149600000+0000)\/",
"ModifiedBy":2147483647,
"State":"String content",
"ZipCode":"String content" }]
After loading the consultants data with the LoadImportConsultants API, the data is loaded with the LaunchConsultantsImportEtl API call, which triggers the ConsultantImportEtl background job. This can alternatively be run from the eSURETY® application: All>Background Jobs>Submit Job.
FUEL-1395 – Consultant Workflow
The Consultant feature is controlled by system settings: All> Setup> Settings> System Default> SelectConsultant. This setting will be delivered as False, disabling the feature.
Consultants are only available for contract bonds.
When the feature is enabled, the consultant selection option will appear immediately after the obligee entry. The consultants are available to be selected.
The consultant for a bond and the location address (if applicable), can be adjusted with rider transactions. This is controlled by user role with the ‘Can Change Consultant’ allowed action.
FUEL-2093 – Expanding of Dropdown List Name
The dropdown list name field has been expanded to 250 characters.
FUEL-2257 – Optional Fee Rate Designation
An optional designation has been added to fee rates.
When applying for a bond, the optional fee rate is selectable on the Initial Bond Information page.
NOTE: Optional fees are only available for contract bonds.
Fixes
FUEL-2069 – Exclusion of Inactive NAICS Industry Codes
Corrected NAICS industry code type dropdown questions to exclude inactive records from the dropdown items.
FUEL-2195 – Fixed Formatting of Address Concatenation Overlay Formulas
Adjustment for the address concatenation overlay fields made to remove the comma between Address 1 and Address 2 fields.
FUEL-2308 – Corrected BondPremiumDifference in TransSync
When using fee rates, the BondPremiumDifference field would not reflect the amount for any added values from fee rates. This field has been adjusted in TransSync to show the difference value for the fees in the BondPremiumDifference field, as well as the prior fields that were totaled in this field: base premium, maintenance fee, completion time surcharge, retainage, state surcharge, and taxes.