Enhancements  

Claims Manager Dashboard Controls

In this release, we have added additional Controls to the Claims Manager dashboard.  These new controls will allow a user to filter the data by Loss date/Incurred date.  Additional filters that were added will allow you to filter the dashboards by Claim Status and Claim Event.  

LexisNexis Credit Score | Update to Schema

This release includes an update to the XML schema provided by LexisNexis. The "NcfV2rev1Result.xsd" file in BriteCore’s codebase has been updated to reflect the latest required changes. Extensive testing has been conducted to ensure backward compatibility, verifying that the update does not introduce any incompatible changes. (BC-10479)

LexisNexis C.L.U.E. Property | Reuse Cached Reports to reduce carrier cost 

BriteCore has addressed the issue with the retrieveLossHistory gateway endpoint not reusing the cached report. BriteCore now allows for the reuse of cached content under specific conditions, such as when the loss history vendor status indicates processing is complete, the pull date is within 30 days, and the cache key matches insured and risk details. When using the cache, the pull_new_report option is set to False. This release also includes enhancements such as displaying the loss history data on the Policy Administrative view of the  "Vendor Reported" table without requiring a page refresh and storing transactions related to loss history. These improvements enhance performance, efficiency, and user experience by providing real-time access to loss history information and facilitating easier tracking and auditing of loss history actions. (BC-10739)

StoneRiver PTE File Submission Enhancement and Email Backup

We have resolved an issue related to S3 file sync that was causing problems with attachment downloads for submitting StoneRiver PTE files. Now, when generating and saving the StoneRiver PTE files, an email will be automatically sent to the client with the file attached. This enhancement provides a reliable method for accessing and submitting StoneRiver PTE files, addressing any previous inconveniences and potential delays. (BC-11111)

Additional Farm fields for Quoting

This release introduces enhancements to the quoting workflow to support the Farm line of business. Two new fields, "Acres Visibility" and "Legal Description Visibility," have been added, along with two new fields, "Acres" and "Legal Description," to the quoting options. These changes enable configuration analysts to access and evaluate the lot size value for better configuration. These enhancements aim to provide a smoother user experience and improved functionality for setting up and configuring Farm LOBs. (BC-10873)

• To enable go to the wizard settings.
• Enable the following feature setting: risk_builder.rating.force_rerate_risks 

Streamlined Supplemental Questions in BriteQuote V2

BriteCore has enhanced the Supplemental questions feature in the quote wizard to provide a more efficient experience for agents. Now, agents will only be prompted to answer specific questions based on their selections or options. For example, if the agent chooses the "Quote Summary" print option, only the relevant questions for Quote Summary will be displayed. This improvement streamlines the quote generation process, ensuring agents are presented with only the necessary questions, resulting in a more efficient and tailored workflow. (BC-10882)

Enhanced Data Security for Vendor Custom Data

BriteCore has implemented enhanced data security measures to improve how  third-party vendor credentials are retained. (BC-10321)

Defects

BriteQuote V1 | Creation and Editing of Named Insureds.

With this update, the "Date Business Started" and “Date of Birth” fields now behave more intuitively. When creating a new contact as a named insured, the fields will no longer default to today's date if it was empty when opening the contact creation or editing popup. This enhancement ensures that the field remains empty when saving the contact. (BC-10791)

Reports displaying error messages when they successfully completed

This release addresses an issue with reports displaying a failure status while the job is continuing to process.  A change was made to JobRunner to prevent reports saying they failed in BriteCore when they will eventually complete.  This will eliminate false positives, if a report says that it failed, it will need to be reviewed.  (BC-10408)

Orbipay | Timeout issues

In response to a reported issue regarding notifications to the Orbipay vendor, BriteCore has made improvements to ensure timely and reliable responses. Previously, clients experienced timeouts (499 HTTP code) due to the Orbipay webhook taking more than 10 seconds in production. To address this issue, a background job now processes the webhook request. By processing the request in the background, we have successfully reduced the response time to be consistently under 5 seconds. This enhancement ensures smoother communication with the Orbipay vendor and improves overall system performance. (BC-8334)

Stabilize Billing installment ordering that resulted in installment fees 

In response to client feedback, this release addresses the issue of undetermined behavior when configuring two installments on "0 months after effective date." By implementing an ordering system based on the second value added for the "0-month" entry, Installment fees will now apply to the correct invoice. Thus, clients can differentiate between applying fees to the initial/renewal invoices vs. all invoices after that. This solution improves clarity and eliminates confusion in determining the issuance order of the Renewal Invoice and Installment Invoice. Clients can now enjoy a more streamlined and predictable installment configuration process for enhanced user experience. (BC-9179)

Gateway Errors on Credit Card Payment Update / Cannot Modify Exp date at all

This release addresses issues with the contact's payment page that prevented agents from updating credit card information. The previous version had a typo in the UI code, causing validation failures, and lacking backend logic, resulting in errors. To resolve these problems, the UI code has been modified to enable expiration date modification and access to the correct object for validation. Additionally, backend-specific code has been added to handle credit card updates specifically for the auth.net system, preventing exceptions. These enhancements improve the user experience by allowing seamless credit card updates and eliminating validation failures and backend exceptions. (BC-10564)

InsVista to handle missing categories gracefully

This release addresses an error encountered when running the insVista tool. The error occurred due to a missing category ('HG 318 - Dwelling Repair Or Replacement Cost Coverage') in the builder object tied to a property's policy. To resolve this issue, nsVista integration has been updated to handle the missing category gracefully. The tool now checks for the presence of the category in the builder object before accessing it, preventing a KeyError from occurring. After applying the update, InsVista integration can successfully generate HO and BG files without any errors. This release ensures a stable and reliable InsVista tool experience for the carrier's users. (BC-11105)

The Pending Commissions Payment no longer displays the maintenance screen

This release resolves an issue where the Pending Payments Page was not successfully loading for admin users, instead displaying a maintenance page. With this update, the expected behavior is restored, and admin users can now access the Pending Payments Page seamlessly. (BC-11020)

BuilderObj issue when mapping reference categories

For line items containing Referenced Categories, BriteCore corrected an issue where the system randomly selected one instance of a target category (when multiple instances of the target category exist) and stored it in the builderObj of the line item.  This issue led to inconsistent behavior. To address this issue, the accepted solution suggests using the target category from the same subline if available, ensuring a more logical and consistent selection process. However, if the target category is not found in the same subline, the system will fall back to the old mechanism to maintain compatibility. (BC-11009)

Improved File Upload Functionality for Policies and Claims

BriteCore has significantly enhanced the system's file upload capability for policies and claims. Previously, users encountered difficulties when attempting to upload multiple attachments, resulting in failed uploads. This issue was identified and addressed in a recent update. The solution introduces modifications to the upload logic, enabling seamless handling of both single and multiple attachments. With this update, users can now upload files successfully, regardless of whether they are uploading a single attachment or multiple attachments. (BC-11254)