7.0.212.x Release Notes
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Table of contents
Features
FUEL-3903 – Additional Options for Attorney-In-Fact by Bond Family
The Attorney-In-Fact (AIF) suppression setting is being adjusted to allow control of the AIF for contract and commercial bonds independently. The AIF can be set to Required, Optional, or Not Shown for either bond family.
NOTE: The two settings will be delivered configured to match the prior system setting for continuity of each environment’s current behavior.
FUEL-3907 – Overlay to Create Link to Account and Bond on Email Templates
An overlay for email templates has been added for a URL that will direct the user to the bond page or account page related to the bond or account associated with the email.
If the user is not currently logged into Tinubu, the user would be directed to the login page. Once credentials are entered, the user will continue to be directed to the bond or account page.
If the carrier uses SSO for system access, the user would be sent through the SSO login process, and then continue to the bond or account page.
FUEL-3946 – Realignment of Add Person and Add Company Buttons
The buttons to add people and companies have been restyled and moved from below the people and companies grids to be to the top right of the People Information or Company Information sections respectively.
Fixes
AMS-1786/AVI-695/OLR-771/SKY-433/UFS-394 – Search Refresh After Selection
When a user selects a search record from the results, the top search bar would be refreshed, losing the search criteria entered and the type of search. It would revert to the default view of Quick Search. This has been corrected to keep the search option and entry made on the search bar.
FUEL-3947 – Fix to Account Custom Financials Link
Due to adjustments to the display of people and companies, the override for the Financials link on accounts was not re-directing the user to the appropriately configured URL. This has been corrected to re-direct the user to the appropriately configured URL from the CustomAccountFinancialLink system setting.
RREX-391 – Removed Actions for Agents without Authority Limits
When enabling agents to have approval authority, the adjustment for the agent would allow approval for all agent users to the approval actions on bond, although an authority level would not be designated on the agent. This has been corrected to only allow agents that have approval authority granted access to the bond actions for bond approvals.
SKY-416 – Localization of Duplicate Bond Number Warning Message
When the Bond Number Override allowed action for a user role is configured to warn the user of a duplicate bond number entry, a warning message is displayed for the user prior to moving on through the bond application process.
This message was hard coded to say: “Bond Number already exists, continue?” This has been localized, so that the message can be re-worded to a client’s preferred message.
This message is configured at: All>Localization Tables>Categories>Item Text>DuplicateBondNumberMessage.
WEB-615 – Update to the Process One, Inc Credit Card Processor
The Process One, Inc integration has been updated to be connected to the most recent version of Process One for continued connectivity and service.
In addition, the ‘ClientRef1’ field (sent to Process One for additional reference information) has been updated to receive the bond’s BondId and the name of the bond action taken on the bond as a data point to correlate any credit card transactions to the bond associated with the payment.
WFOB-377 – Fix for Cancellation Premium Coming from Pro-Rated Rider
An issue was found when cancelling a bond with a previously pro-rated premium bearing rider when the effective date of action for the cancellation was equal to the bond’s expiration date. The system was calculating the cancellation return premium only based the base premium from the penalty amount after the rider instead of the pro-rated premium amount, resulting in a changed premium calculated for the cancellation. This has been corrected to properly maintain the pro-rated premium through the cancellation in the case of the cancellation effective date of action being equal to the bond’s expiration date.
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