7.0.199.x Release Notes

Release Date	24 May 2023

Table of contents

Features

AVOB-263 – Navigation Menu Grouping for Rates

Menu items related to Premium, Rates and Fees have been relocated under a new menu group labeled “Rates”. Clicking on the new “Rates” menu group will expand the group to show the existing Premium, Rate and Fee related links in alphabetical order.

UFS-216/WFOB-115 – Auto-Renewal Penalty Threshold

The Auto-Renewal Penalty Threshold has been added for bond configurations. If checked, a penalty threshold will need to be entered. If the feature is used on a bond configuration, bonds from the configuration will be processed normally with the auto-renewal job if the bond’s penalty is over the penalty threshold given on the bond configuration. If the penalty is equal to or less than the penalty threshold, the bond will have the Non Renew transaction processed instead of the Submit Renewal Application.
If the bond is non-renewed, the bond can still be reinstated and have the renewal submitted manually if necessary.

WFOB-185 – Multiple Children Agencies able to be Related without a Parent Agency

Functionality has been added which allows for a child-assigned wholesaler agent user to have access to additional child agencies regardless of the child agency’s parent.
- Assign an agent as a wholesaler to a child agency.
- Select the “Assign Children” option: Able to see only child agencies (of any parent) and assign them to the wholesaler agent accordingly.
- Return to the agent screen and select “Add Parent”: Able to see only parent/standalone agencies. Child agencies do not display as available options for assignment.

WFOB-198 – Add/Update APIs for Wholesaler User Role

Three new REST API Endpoints have been created to accommodate the Wholesaler role. Endpoint Name, Method and JSON collection details are listed below. These are modeled after the existing Add/Update Agent API Endpoints.

Endpoint Name	JSON Example	Method
AddWholesaler	{ "FirstName": "Fake", "LastName": "Fake", "MiddleName": "Fake", "Email": "fake@test.com", "UserName": "fake@test.com", "Address1": "999 Fake St", "City": "Lakeland", "State": "FL", "Zip": "33813", "Password": "Testing123!", "Inactive": false, "BranchIds": [], "AgencyCode": "A", "AgencyId": 700001 }	POST
UpdateWholesaler	{ "FirstName": "Rest", "LastName": "Test", "MiddleName": "Best", "Email": "rtb@test.com", "UserName": "rtb@test.com", "Address1": "999 Fake St", "City": "Lakeland", "State": "FL", "Zip": "33813", "Password": "Testing123!", "Inactive": false, "BranchIds": [], "AgencyCode": "A", "AgencyId": 700003 }	POST
AddUpdateWholesaler	{ "FirstName": "Master", "LastName": "Tester", "MiddleName": "Super", "Email": "mastertest@test.com", "UserName": "mt@test.com", "Address1": "999 Fake St", "City": "Lakeland", "State": "FL", "Zip": "33813", "Password": "Testing123!", "Inactive": false, "BranchIds": [], "AgencyCode": "A", "AgencyId": 700003 }	POST

Fixes

AMS-1363 – Corrected Commission Rate Override This Version Only Upon Auto-Renewal

When a bond has the commission rate override set to ‘Override This Version Only’ and the bond is processed with the auto-renewal background job, the override setting is reset to ‘Not Overridden’, but the value for the commission rate is not re-calculated. This has been corrected to re-calculate the commission rate for the renewal.
- NOTE: This issue does not occur for bonds being renewed by a user manually through the Submit Renewal Application bond action.

AMS-1463 – Modified Effective Date of Action to be Required

The effective date of action field has been adjusted to be required when processing bond transactions.

AMS-1470/OLR-470 – Adjusted Content for Pending Renewals – Review Required Queue

When a bond is configured to be manually renewed, the bond will appear in the ‘Pending Renewals – Review Required’ queue once the expiration date is within the renewal notice period. If a renewal was applied for and subsequently rejected (Reject Renewal Application), declined (Decline Renewal Quote), or cancelled (Cancel Renewal); the bond would return to this queue. This has been modified to not populate the queue with this bond if the upcoming renewal term had been rejected, declined, or cancelled.
- NOTE: The renewal can still be applied for on bonds in this scenario, but the queue would not continue to display this bond for users’ attention.

CIN-496/SKY-322 – Fixed Recalculate Button for Historical PBR

When performing a Historical PBR transaction and using the recalculate button, the transaction would error due to a formatting issue on the expiration date field. This has been corrected to maintain the date formatting and allow for the Historical PBR transaction to be processed even after using the Recalculate button.

FCC-680 – Corrected Change Account Bond Action Interaction with Underwriting Rules

When a bond configuration uses rules on the NPBR lifecycle and a user performs a Change Account action on a bond, the Change Account action would display referral reasons after the transaction if the rules on the NPBR lifecycle were not fulfilled. However, the Change Account action does not and is not intended to be referred. This has been corrected to not evaluate the NPBR rules for the Change Account action and as a result, not display any referral rules.

FCC-728 – Fixed Renewal Premium on Leap Years when using AddDaysToExpiration = 1

When the premium setting AddDaysToExpiration is set to 1, and a bond will renew during a leap year, AddDaysToExpiration was resulting in incorrect renewal premium calculation. This has been corrected to properly take leap year into consideration when calculating premium when the AddDaysToExpiration Setting is set to 1. When the setting is set to 0, there was no impact to this issue.

GRA-236 – Fixed ClearTestAgencies Job when Clearing Account Bond Class Limits

When an account has bond class authority level limit records saved, the ClearTestAgencies would not be able to target the account for being cleared, and the job would error. This has been changed to allow the job to remove these records along with the account when associated to a test agency.

GRA-263 – User Security Enhancement in Case of User Being Inactivated During Session

When a user is logged into the system and is inactivated during that time, the security for the system has been enhanced to immediately end the user’s session in the system with the next page load.

SKY-276 – Corrected Historical PBR Availability on Current Term of Bonds

When navigating to the latest transaction for the in-force term of a bond in the History menu, the Historical PBR action would be available. This has been corrected to only show the Historical PBR action on the latest transaction for only historical terms of a bond.