7.0.229x Release Notes 00/00/0000
Tinubu Surety For Carriers
Version 7.0.229
Features
ADMIN-282 – Addition of Username Update in UpdateAgent API Endpoint
The 'UpdatedAgentUserName' field has been added to the UpdateAgent API endpoint. When a value is passed in the field, the user, identified in the UserName field, will have the UserName field updated to the content of the UpdatedAgentUserName field.
ADMIN-295 – Addition of Send Approval Conditions Action after Referral Reassignment
The 'Send Approval Conditions' bond action has been added to be available after a Reassign Referral action on a new bond application. Previously, this action was only available immediately after the new bond application submission.
BOND-301 – Newly Selected Applicant Does Not Save on PBR or NPBR
When adding a person or company and switching the applicant (principal) to this new entity on a bond via a NPBR or PBR, the applicant change had not stayed, and the applicant reverted to the old applicant. This fix saves the applicant change.
BOND-381 – Update Applicant's Name Search for More Flexibility
When searching for a bond by the applicant's name, the exact result has needed to be entered, or else the bonds will not show in the search results. This can cause confusion in situations where there is not an exact match. For example, ‘The Test Account’ would not show up if ‘Test Account’ was entered. This has been updated to allow for the search criteria to make partial matches for results.
BOND-392 – Performance Improvements on Bond/Accounts
For clients who have a high volume of people and/or companies, the bonds or accounts have been slow to load. This fix improves the backend calls to speed up this loading time.
CORE-370 – Client Tax Service Integration Address Adjustment
For a client specific integration for tax calculation, the address sent in the request for the integration has been adjusted from the obligee address to the project address for contract bonds.
CORE-427 – Adjustment to Commission Values in TransSync Tiers to Two Decimals
The TransSync Premium Tiers section has been adjusted to round the commission to two decimal places for the ProRatedTierAmount and ProRatedTierAmountDifference fields
UW-55 – TX Notary V2 Integration
The Texas Secretary of State (SOS) is modernizing the API they use for their Notary Portal. With the migration to a new API, Tinubu was required to update our integration with the TX SOS. Along with sending data to a new API, there is also a different workflow within the TSC application due to no longer sending over an attachment as required with the legacy connection. Therefore, there this epic also included UI/UX changes to capture all the necessary data in the database before sending the application using the REST API. Therefore, this epic also included UI/UX changes to accommodate the new workflow.
UW-323 – Message Adjustment on TX Notary DoB Email Template
The message content for the 'TX Notary Date of Birth Not Configured' email trigger had referenced the lack of the PBR and/or nPBR lifecycles on the date of birth question. The message content for the email trigger has been updated for the other scenarios for when the email would potentially be sent.
UW-386 – Adjustments to Client Color for Accounts Grid
For the client specific color styling, the text for the headers on the accounts grid for underwriters has been adjusted to be easily visible due to other color changes in the client styling.
UW-391 – Additional Actions Able to Push People/Companies Changes to Accounts
Additional actions have had the 'Push Changes to Account' pop-up option added so that accounts can be updated when appropriate when a person or company change is being made on a bond.
The following actions have had this added:
Edit Info for New Bond Application
Approve New Bond Application
Requote (New Bonds)
Submit Renewal Application
Edit Info for Renewal Application
Approve Referred Renewal Application
Requote Renewal
The exception in functionality is for the following actions for when they are referred. If they are referred, the changes are kept on the referral and upon approval, the user is prompted again to push these changes to the account. If the user accepts to push the changes to the account on the approval, then they will be completed on the account:
Requote (New Bonds)
Submit Renewal Application
Fixes
ADMIN-226 – Removal of Reinstate Renewal Action from Bond Type Document Actions
When adding a document template to a bond type on the reinstate lifecycle, there was an additional option for Reinstate Renewal. This an errant bond action that is not functional and has been removed.
ADMIN-311 – User Role Permission Change Error
When updating a user role's permission that contains more than 250 characters in the description, the user would receive an error upon saving their changes. The change is saved; however, it may not be evident to the user. The fix stopped the error message when these user role permissions have been updated.
BOND-205 – Error on Bond Transactions after Account Rate Assignment
This ticket fixed an error correction when attempting certain bond transactions after an account rate has been assigned to the bond's account while the bond was issued prior to the assignment.
CORE-309 – Adjustment for Migrated Bonds for Backfilling Rating Structure
When a bond has been migrated from an onboarding, the migration typically lacks rating structure data from the source data for the import. This ticket handles the rating structure to be populated for these bonds upon a transaction on them.
UW-333 – Correction of Penalty Limits on Application Summary
When a bond type limits the penalty amount between two amounts, the penalty cannot be outside of these limits on the 'Initial Bond Information' page and on subsequent transactions on a bond. However, this limit was not enforced on the Application Summary page presented prior to the final submission of the bond application. This limit has been adjusted to enforce the limit on the Application Summary page.
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