Bridge 2.4.79 Release Notes

Bridge
2.4.79 Release Notes
Version 2.4.79

Version 2.4.79Bridge User Guide2.4.79 Release Notes

Table of Contents

Purpose of This Document

2.4.79 Core Enhancements

Distributor Associations to Master Covers now Handled in Distributor Configuration

Automatic Confirmation or Rescission of Policy Cancellations - Part 1

Default Premium can be Displayed by Sequence Instead of Value

Enhancements to Tab Grid Navigation

Changing the Payment Schedule for a Policy Term

2.4.79 Minor Enhancements and Functionality Fixes

Enhancements

Fixes

Index

Version 2.4.79Bridge User Guide2.4.79 Release Notes

Purpose of This Document

Therelease notes detail new features, enhancements, and fixes to be found in each release of the Bridge platform.

Version 2.4.79Bridge User Guide2.4.79 Release Notes

2.4.79 Core Enhancements

Distributor Associations to Master Covers now Handled in Distributor Configuration

In order to improve performance when handling large numbers of distributors, the settings to manage the relationships between distributors and master covers are now handled within the distributor configurations. Instead of adding a distributor to a master cover, the master cover is added to the distributor.

With the deployment of this version, all existing configurations will be transferred. The associations are now managed through the new Master Cover Associations panel in the Distributor Information page. There have been a few changes in labels and the organization of the settings, and commission overrides by premium type are now configured through a grid.

The Distributors page has been removed from the master cover. The associated rights to manage distributors within the master cover have been reassigned to control access to the new panel in the distributor page, and have been renamed as follows:

Original Right / changed to / New Right
CreateMasterCoverDistributors / CreateMasterCoverDistributorAssociations
DeleteMasterCoverDistributors / DeleteMasterCoverDistributorAssociations
EditMasterCoverDistributors / EditMasterCoverDistributorAssociations
ViewMasterCoverDistributors / ViewMasterCoverDistributorAssociations

The renamed rights will remain assigned to any current security roles.

The Master Cover report still includes the associations between the master covers and distributors, and the Export / Import feature will still include the association details with the master cover.

For details on managing distributors, see the section on Managing Distributor Companies in the User Guide – Reference and Administration document.

Automatic Confirmation or Rescission of Policy Cancellations - Part 1

A new Automatic Cancellation Finalization panel has been added to the Master Cover - Automatic Processing page. This feature is currently still in development, and is not functional at this time.

A Part 2 will be included in the release notes when this feature is available, and will include the proper details.

Default Premium can be Displayed by Sequence Instead of Value

Previously, the Premiumwidget automatically displayed the lowest calculated premium from the eligible quote options. This value was displayed until a specific quote was selected, or the transaction was re-quoted. While this is still the default functionality, a new configuration allows the system to display the quote option with the lowest sequence number instead.

The new Premium Widget Display By Quote's Lowest field has been added to the Miscellaneous Settings panel in the Master Cover - Policy Settings page. The Amount option maintains the current default functionality, displaying the lowest premium. The Sequence option displays the quote option with the lowest sequence number instead.

For details on configuring this option, see the section on Policy Settings in the User Guide – Master Covers document.

Enhancements to Tab Grid Navigation

A new button is available when working with tab grids, the Save & New button saves the current record and opens a new blank form for the creation of a new record.

In addition, the Close and Save & Close buttons have been enhanced. The system now keeps track of the path taken through the grid hierarchy to reach the current record. Closing the current record navigates one step back in that path, which may lead to a higher level in the grid hierarchy, or all the way back to the core submission form. If the Grid Hierarchy widget is used to navigate up through the hierarchy, the path will be adjusted to that point.

Note that if a link or bookmark are used to access a record within a grid, there will be no navigation path. Using the close buttons at this point will return to the core submission form.

Known Issues:

Using the Grid Hierarchy widget to navigate up through the hierarchy is supposed to maintain the path. Unfortunately, this feature could not be implemented at this time, and using the widget will clear the path information, causing the close buttons to return to the core submission form. This feature is expected to be completed in the near future.

For details on working with tab grids, see the section on Adding and Editing Grid Data Using Tabbed Screens in the User Guide – Introduction document.

Changing the Payment Schedule for a Policy Term

The remaining payments for a policy term can now be re-scheduled, allowing payments to be delayed, accelerated, or changed to a different frequency.

The new Scheduled Payments section has been added to the Bill to Party section. This feature can be used to view the remaining charges for a policy term, optionally including charges that have been invoiced but not yet paid. On reviewing the charges, they can be re-scheduled, selecting a new start date and payment plan.

Two new security rights have been created. ViewScheduledPayments allows users to view the new Scheduled Payments section, and ModifyScheduledPayments allows users to re-schedule the payments.

Known Issues:

While viewing the Payment Plan Summary within a transaction, the updated payment schedule will be displayed, but the Payment Plan field will still show the original payment plan.

For details on viewing and changing the payment schedule, see the section on Managing Scheduled Payments in the User Guide – Billing document.

Version 2.4.79Bridge User Guide2.4.79 Release Notes

2.4.79 Minor Enhancements and Functionality Fixes

Enhancements

The Additional Conditions link in the Quote Summary window was never fully implemented, so the link has now been removed.
The Code field in the Master Cover - General Information page is now a required field, and must be a unique code. This was done to correct an error that would occur when attaching policies to claims where the master cover did not have a code.
The Premium label in the Quote Summary window has been right-aligned to match the values in the column.

Fixes

Corrected error that could occur when trying to access a submission after publishing a workflow or portal.
Corrected field indexing, which stopped working after a related enhancement.
Corrected issue where receipts to be over-allocated.
Corrected issue where grids would not refresh after adding a row.
Corrected error that could occur when a trigger interfered with internal calculations on a quoted submission.
Corrected error that could occur when using a correlated list of states that does not contain all states.
Corrected error that would occur when the phone number for an Adjuster exceeded 20 characters. Phone number exceeding 20 characters will now be truncated.
Corrected issue where changes to workflow components, triggers, or other configurations would not be applied.
The Event Tracking Report feature was introduced with some known issues. The following issues have been resolved.

Opening the report from within a custom portal now properly reverts to the default portal.

The list of events is now filtered to only show events related to the current transaction.

The sorting and filtering options are now functional for all columns.

The Triggered By column is now being populated.

Corrected issue in Internet Explorer 11 where the manual search icon would disappear from a combo box when refreshing the page.
Corrected issue in copied submissions where combo box fields would display the internal identifier code instead of the proper display value.
In Internet Explorer 11, values returned from the City File webservice lookups would have leading zeros removed. This has been corrected to return the full result.
Corrected issue where the Add button was missing from the Invoice Allocations grid.
In release 2.4.78, a restriction was introduced where the Enable Data Import option could not be enabled if the grid contained duplicate field labels. This fix has been removed, as the restriction has caused additional issues. A new fix for the original error is being investigated.
Corrected issue where validations would prevent the creation of a claim payment, but charges for that payment would still be created.

Version 2.4.79Bridge User Guide2.4.79 Release Notes

Index

2.4.79 Core Enhancements 2

2.4.79 Minor Enhancements and Functionality Fixes 5

Automatic Confirmation or Rescission of Policy Cancellations - Part 1 3

Changing the Payment Schedule for a Policy Term 4

Default Premium can be Displayed by Sequence Instead of Value 3

Distributor Associations to Master Covers now Handled in Distributor Configuration 2

Enhancements 5

Enhancements to Tab Grid Navigation 3

Fixes 5

Purpose of This Document 1

Version 2.4.79Bridge User Guide2.4.79 Release Notes

All material in this document and on this website are protected by copyright and intellectual property laws and are the property of Oceanwide Canada Inc.

No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission from the owner Oceanwide Canada Inc. Printed and published in Montreal, Quebec CANADA.

Trademarks

All trademarks, registered trademarks and service marks in this document are exclusive to Oceanwide Canada Inc.

Disclaimer

The publisher Oceanwide Canada Inc. and authors specifically disclaim any responsibility for any liability, loss, or risk; whether corporate, personal or otherwise in whole or in part of which; is incurred as a consequence directly or indirectly of the application use; or reliance on or any of the contents of this document (documentation).