Enhancements

Streamlined File Attachment and Notes Management

This release includes several notable improvements to the Notes feature.

• Attaching Files and Adding Notes: Users can now attach files in notes and notes can be added to documents within the attachments page, thereby streamlining the organization of content across Contacts, Policies, and Claims.
• Navigating Notes Efficiently: Navigate seamlessly between notes and attachments using intuitive tab-based navigation. If no notes are associated, then the "Notes" tab will prompt users to "Add Note." Conversely, if a note is available, then the user is informed of the number of notes associated with the attached document.
• Adding File Search to Notes page: The notes page has been updated to include file search functionality, enabling users to filter notes by attachments for improved efficiency.

These enhancements improve user experience, streamline workflows, and ensure better organization of critical information, such as compliance with regulatory standards and company guidelines. With features allowing file attachments, notes, and enhanced navigation, underwriters and claims supervisors can efficiently conduct peer reviews and audits (BC-12797).

Enhancements for Credit/Debit Card Addition Limits and Carrier Notifications

To combat fraud attempts, administrators now can limit the number of daily attempts to add credit/debit cards via the BriteCore policyholder portal. The limit is programmable by the carrier and defaults to 5 attempts. Importantly, the count only includes successful credit card additions, not rejections due to typos. Once the attempt limit is reached, the policyholder portal user is automatically disabled, requiring manual re-enablement by the Carrier’s admin. Additionally, alert notifications are sent to the Carrier, providing details on the disabled account(s), timestamp, and reason, along with a direct link to re-enable the policyholder portal user’s account. (BC-13263)

Continued Enhancements to Report List 

As BriteCore introduces advanced reporting capabilities, we are committed to optimizing the user experience by collaborating with carriers to phase out obsolete reports. This initiative ensures that only relevant and useful reports are accessible, preventing clutter in report lists.

To streamline this process, we have implemented a new visibility feature in the report list. This feature allows users to discreetly hide reports that are seldom or never used, as a preliminary step toward their complete removal. Hiding a report is straightforward: simply hover over the desired report, and an eye icon will appear on the right side of the column. Clicking this icon will set the report to hidden.

To omit hidden reports and view a cleaner and more organized report list, simply apply the filter 'Hidden Reports = No'. It's important to note that hiding a report does not affect its scheduled execution. To cease a report's execution entirely, please create a BriteCore support ticket. (BC-14127)

Defects

Resolution of Agent Notification Issue for E-Delivery Policies

A client reported an issue regarding agents not receiving policy documents and renewal notices for insured individuals set for E-Delivery. While agents typically receive daily emails containing policy documents, the E-Delivery policies were not generating these documents due to an issue in handling scenarios where printing was triggered before E-Delivery occurred. This issue has been identified and resolved. (BC-13039)

Manual Payment Deposit Clearing Process: Enhanced Error Handling and Policy Identification.

A client reported an issue hindering deposit clearing, as they lacked a method to identify policies missing payment receipts, causing them not to complete their reconciliation. To address this issue, a change has been made to provide clear error messages that return the affected policy number(s) when the issue remains unresolved and the carrier cannot clear the deposits for the day. (BC-11665)