IRIS 7.13 Release Notes

PC Release Notes for IRIS 7.13

IR / Title / Raised By / Note
1238 / Policy Input - Make Comment Line optional in Change Status / XL Re Bermuda / The Change Status Comment line is now optional
1287 / Enh - System administrator GUI front end for enquiry definitions IUG 304 / Rebus - LMD / A GUI front end to allow a system administrator to define which IRIS fields are available to the users using IRIS enquiry wizards has been included. Also to define what the default actions are from the enquiry and to allow users to define their own saved enquiries as default enquiries.
1381 / Business Customisation - sort field tables when viewing/printing / XL Re UK / Field rules within a Product Code are now sorted into alphabetical order when the code is saved (were previously saved in entered order). Consequently, the rules are now also viewed or printed in alphabetical order.
2379 / Business Customisation - define field labels at product code level / Rebus - LMD / Field labels and tool tip text values are now able to be defined at the system level and product code level. Any new product codes created, based on existing codes, will have the changed values copied.
Changes are made at the product code level by selecting the fields properties in Business customisation on the "Field Groups" tab.
Changes are made at the environment level by changing the "Field Description" from the Edit menu in Business customisation.
2680 / Bureau Claims - Claim transactions with no KTKTSQ, and missing Lloyd info / Liberty Syndicates Management / HES 21/02/2002
Closings update has been changed and suppresses the writing of 'P' or 'C' claims transaction records for bureau closings of claims relating to Lloyd's policies when full claims are allowed for all Lloyd's policy types.
2680 / Bureau Claims - Claim transactions with no KTKTSQ, and missing Lloyd info / Liberty Syndicates Management / The problems relating to the creation of records written when SCM Claims records processed, have been corrected.
2770 / Bur Claims - SCM Validation should validate syndicate / Liberty Syndicates Management / New validation has been added to the GUI that will validate the member company code with the stamp code on the attached claim.
2777 / Closings Input - rounding difference / River Thames Ins. Co. Ltd. / The rounding difference that was occurring when the figure of 192.64 (but no others) was entered into a cell on the Signings screen, has been resolved.
2784 / Closings Input - Net to source control required via dataarea / River Thames Ins. Co. Ltd. / A new Data Area, USCIRZA9, has been added which controls whether the "Net to Source" field gets automatically calculated and displayed or is required to be entered by the user.
New Data Area USCIRZA9 Description
"Closings : Auto Generate Net to Source Values".
This has permissible values of
'1' if the values are to be calculated and displayed automatically
'0' if they are to be entered by the user
2829 / Policy Input - cannot deleting a cession with O/S / River Thames Ins. Co. Ltd. / It is now permissible to delete an attached outwards policy from the inwards policy reinsurance screen providing that there are no outstanding amounts currently recorded for it.
2848 / Bureau Claims - Various validation issue when processing messages / Axis / Various changes have been incorporated :-
1) The severity of the error message (UTD1112) re the source code not matching that of the policy (source code ??? does not match policy source code ???)is now configurable.
2) The Source code (KBACCD) is now validated against a table to ensure it is valid. It has also been made input capable to be consistent with the AS/400 system.
3) The field KMZQCD (special clause code) is now being populated from the policy file (field POZQCD).
4) The problem for a claim created in Bureau Claims, but opened in Claims Input, where the Stamp Code/Year was showing as an error, has been corrected.
2863 / Closings Input - non-auto-generate Acquisition costs included in schedules / Axis / The acquisition costs are now being correctly displayed in the schedule processing function called from Policy Input. The criteria is that only deductions with auto-generate = Yes are being calculated.
2911 / Enquiries - display selection criteria from wizard screens on the results grid / Rebus - LMD / The display of any selections from the wizard steps of any enquiry is now shown when the results list is produced.
For release 7.13 and onwards, this selection criteria display is able to be toggled on and off by the user.
2921 / Closings Input: Period "To" date not calculating correctly / XL Re Bermuda / The problem where the "Period To" date was not calculating correctly has been resolved. Also, the incorrect error tooltip text for this field has been corrected.
2964 / Bur Claims - CLASS: Field shown as error despite error severity being low. / XL Re UK / Validation on the outstandings control date has been modified so the severity attached to the validation error message is taken into account when determining whether it is an error or a warning.
2970 / Policy Input - Class/Territory split, branch code not being added / Faraday Re / When entering class splitting against a PPN treaty the related branch code field on the class split file (UPCPREP) is updated with the related branch code for the specified class code.
2971 / Policy Input - Policy view not working for 'deleted' codes / Faraday Re / It is now possible to view ancillary function data (eg. Narrative) on an existing policy irrespective of whether there is a validation error on the main details screen. (This may occur if a previously valid code has been subsequently deleted)
2976 / Closings Input : application crashes when you try to Release a Reserve / CIS / The problems experienced when processing a Premium Reserve, released or retained have been resolved and the processing now completes correctly.
2983 / Bur Closings - LIRMA Claim processing with zero claim sequence / Axis / The validation when processing a claim closing has been modified so that it correctly requires a claim number before the closings will be valid.
2995 / Bur Claims - LIRMA processing not updating last changed date on policy. / Axis / The system now correctly updates the last changed date on the policy when a policy's signed line is updated on processing the first closings (from within both Bureau closings and manual closings)
2996 / Closings Input - occasionally crashes when blue forward arrow is pressed / CIS / The problem that was occasionally occurring with the forward arrow screen control key, has been resolved.
3013 / Bureau Closings: Defaulted AC Period From/To dates to show on screen. / XL Re UK / The AC Period From/To Dates (Due Dates) were defaulted from the Control Date if they are blank on input (implemented by IR2991) but then were not actually displayed on the screen.
They are now displayed on screen.
3014 / Bureau Closings - slightly different amounts than sent on the LIRMA message / Axis / The rounding problem which meant that slightly different amounts to those sent on the LIRMA message, were being written to the USC3REP and USC4REP files, has been corrected.
3029 / Bur Claims - SCM validation should validate syndicate on new claims / Liberty Syndicates Management / A validation check has now been incorporated to ensure that when a new claim is advised, then it should only be allowed to match to that policy if the stamp code/syndicate on the transaction matches the stamp code on the policy.
3031 / Bureau claims (CLASS) processing message / Axis / The ‘object variable or with block variable not set’ message is no longer displayed when processing CLASS messages of type ‘YES’.
3038 / Policy Input - errors when taking up Quote via Navigation option / Rebus - LMD / The error that was being displayed (i.e. correct all errors before proceding) that occurred when taking up a Quote, via the Navigation option, has been corrected.
Additionally, the options "Mark as Active" and "Mark as Not Taken Up" have been taken off the Navigation Menus, for Quotes and Promises, and this functionality is now available in the form of appropriate buttons at the foot of the screen.
3041 / Policy Input - First Inception Date not set correctly and cannot be amended / Tokio Marine Global / The first inception date (POFIDT) has been modified so that rather than being a fixed read only field in policy input it is now up to individual system administrators to define it as read only as required (in the business customisation function).
The reason for this change is that some users wanted the ability to amend the 1st inception date under certain circumstances.
3051 / Policy Input - Requirement to be able to endorse any policy type / Rebus / The system has been changed to allow all u/w types for both inwards and outwards policies to be endorsed (was previously only inwards lineslips and inwards facultative policies).
3057 / IRIS Server - doesn't shut down properly (IRISServerStatus keeps running) / Great Lakes Re (UK) PLC / The application IRISServerStatus should no longer be left running when the IRIS Server has been shut down.
3066 / History Enquiry - error occurs when 100% figures selected / Great Lakes Re (UK) PLC / The system now behaves correctly when the value "100%" is selected via the Figures Filter box.
3067 / Enquiries - application aborts on rerun / Great Lakes Re (UK) PLC / Restarting or refreshing an enquiry while the data retrieval process is still running, without pressing the escape key to stop the retrieval, no longer results in the application aborting.
3068 / Policy Input - delete a skeleton function required / Great Lakes Re (UK) PLC / The facility to delete (and un-delete) a skeleton from the Policy Input Select screen or by a right click and select the option from the appropriate Enquiry results window, has been included. Deleted skeletons are also shown in the appropriate Enquiries results window but are shown 'greyed out'.
3070 / Multi History Enquiry - '*' parameter in the policy no crash the application / Great Lakes Re (UK) PLC / The system now behaves correctly if a user specifies a policy reference of */*/*/*.
However, it should be noted that using this parameter string will result in a potentially very lengthy enquiry in terms of data retrieval time.
3071 / Closings Reversal - default control date should be last day of control month / Great Lakes Re (UK) PLC / The defaulted date for the reversal, if left blank, is now set to the last day of the current control month (previously was the first day of current control month).
3072 / General - Information/Warning/Error windows are not consistent. / Great Lakes Re (UK) PLC / The use of Information/Warning/Error icons in message windows have now been made more consistent throughout all IRIS GUI applications that use the new architecture.
3073 / Closings Input - no write off for reserve differences function / Great Lakes Re (UK) PLC / The ability to wrote off reserve difference is now available with in the GUI.
3076 / Claims Input - Outstandings screen, misleading field labels / Great Lakes Re (UK) PLC / The "Share" box and its constituent field labels on the Outstandings screen have been renamed as they were misleading to some users.
3077 / Enquiries - Claim by Loss Date wizard screen 1 missing loss date / Great Lakes Re (UK) PLC / Claim by Loss Date enquiry wizard screen 1 now contains a loss date field so that a filter date can be entered, if required.
Additionally, it is now possible to double click select any enquiry from the tree menu screen.
3078 / Help - file missing message when Help selected on IRIS window / Great Lakes Re (UK) PLC / A valid link to the documentation index file is now called when the Help option is selected from the IRIS programs screen.
3079 / History Enquiry - Autosize function aborts the application / Great Lakes Re (UK) PLC / The history enquiry now correctly resizes the columns when the auto-resize option is selected.
3080 / Policy Input - Cannot Take-up Skeleton to Live via right click in enquiries / Great Lakes Re (UK) PLC / The system now allows a user to take up a skeleton to live via a right click in enquiries.
3085 / Closings Input - incorrect Outstandings movement figures generated / Everest Re / The claim outstanding movement figure is now being calculated correctly on the UKKTREP (claim transaction) and UKKSREP (claim summary) files after a claim closing that includes a change to the outstanding amounts has been processed.
3094 / Bureau Closings - focus required to quicken entry on first screen / Everest Re / The Bureau Closings Enquiry Type tree view now has the leading option always highlighted by default to aid quicker selection.
3095 / Bureau Closings - improve differentiation between IRIS and Bureau data screens / Everest Re / To aid usability extra text has been added to the tabs on the bureau closings edit screen to help differentiate between which tabs hold IRIS data and which tabs hold bureau message data.
3097 / Claims Summary Enquiry - error when sorting results list / Axis / IRIS 6.12 and above already allow the sort feature to function correctly for the sorting of numeric columns where some rows contain null values.
3099 / Document Management: Wrong Assured field referenced in WorldView. / Momentum / Amended soft coded entry in Codes Database to access Assured Name (free format) instead of Assured Code (coded) when passing data to WorldView.
3108 / Policy Enquiry: re-run wizard error / Great Lakes Re (UK) PLC / The system now always allows the enquiry wizard steps to be rerun.
3114 / Closings Input - error occurs on Select policy from called Policy list / Great Lakes Re (UK) PLC / The system now correctly lists the specified policies when clicking on the Select button in closings input.
3114 / Closings Input - error occurs on Select policy from called Policy list / Great Lakes Re (UK) PLC / The error that was occurring after starting the Select button processing (within Policy enquiry) from Policy Input has been resolved.
3118 / Policy Input - Perils Zones processing reports duplicate zone numbers / Great Lakes Re (UK) PLC / The processing of duplicate zone numbers but with different territories and/or exposure types, now behaves correctly.
3128 / Policy list - Status code doesn't work in Custom Filter / Great Lakes Re (UK) PLC / The system now allows the selection by status code under all circumstances.
3130 / Transaction Enquiry - formatting required for 'Trans Amnt Clsd A/C' AC0111-02 / XL Re Bermuda / A user was observing incorrect formatting of one of the amount columns in the transaction Main enquiry (Trans Amnt Clsed A/C).
The user can correct the formatting themselves by accessing the column properties and selecting an appropriate format (e.g. #,0.00)
In addition the default format for this column has been changed so that it is a more appropriate format (i.e. #,0.00)
3131 / Policy Input: Adding an additional USD currency UW0112-02 / XL Re Bermuda / VXB, 07/02/03
With the new data area UPPORZA6 now created, the user will have the choice to select the type of processing that is required. The choices would be to let the system work the way it currently does, work basically the way that it currently does but only use the first/primary currency amount converted into base currency, treat all the currencies equally and sum them all (converted into base currency).
Created a new data area called UPPORZA6, for this IR. The functionality of this data area is as following:
UPPORZA6 = '0' - Works the way it currently does.
UPPORZA6 = '1' - Works basically the way that it currently does but only uses the first/primary currency amount converted into base currency.
UPPORZA6 = '2' - treats all currencies equally and sums them all (converted into base currency).
3132 / Bur Closings - LIRMA processing not signing declarations / Axis / The system wasn't correctly updating the signed line %'s because the character signed line % field was not blank. The GUI program was previously changed to just check the numeric field (this change was implemented in IRIS 5.11 PTF 004 and above). Retesting was performed to confirm this was the case.
3133 / Closings Input: Reserves not being displayed under some circumstances / Great Lakes Re (UK) PLC / The reserves are now correctly displayed in closings input.
3140 / Policy Input: Relationship inception date/u/w year UW0115-02 / XL Re Bermuda / The validation regarding the underwriting year and the inception dates has been updated such that it is now not possible to create a quote whose u/w year is earlier than the inception date. As part of this the quote inception date, expiry date, u/w year validation was changed so that it more closely reflected that on a policy.
The data area UPPIRZA2 will need to be set. There are 7 positions, one for each inward and retro type of business. A ‘1’ will indicate that that the "Inception date may be in the same year as the underwriting year or the following year.
3141 / Closings Input - Period field shown in error - should be warning / Great Lakes Re (UK) PLC / The system now displays the period field as a warning when a period outside the period of the policy is specified.