Enhancements

Policy Changes Page Integrated into CFO Dashboard

The Policy Changes dashboard tab has been relocated to the CFO Dashboard, thereby enhancing its capabilities. The new Policy Changes dashboard tab provides a comprehensive and detailed list of all policy modifications, making it easier for CFOs and financial auditors to perform drilldowns and conduct thorough audits. This level of detail is part of BriteCore's commitment to providing robust and transparent reporting tools that meet the exacting standards of our clients. The move also comes as part of BriteCore’s ongoing efforts to streamline user experience by eventually deprecating the Agency Experience Dashboard. (BC-14721)

Defects

ISO A-Plus Reporting Issue: Incomplete First Name Field for Organization Types

A problem was encountered with the ISO A-Plus Reporting system which indicated incomplete data fields for the first name field associated with organizations (business names). This issue required resolution to ensure that agents or claim representatives enter data correctly for extraction purposes. To resolve the issue, BriteCore implemented a new format requirement in the data feed specifically for organization-typed contact names acting as primary insured. (BC-14385)

Missing Adjusting Entries for Back-Dated Policy Cancellations

Discrepancies were discovered in commission reports, specifically in regards to policy cancellations over multiple terms. The problem stems from back-dating a policy cancellation by two terms, which fails to insert an adjusting Commission Accounting entry into the term preceding the cancellation. Consequently, the agent's commission is inaccurately recalculated. To resolve this issue, BriteCore added a verification process to ensure an entry is made per canceled policy term with a negative commissionable amount, thereby addressing the discrepancy in commission reporting. (BC-12953)

Correction in Commission Reporting Logic

An anomaly was identified in the first Commission Reports for agencies in 2024, where the "YTD amount paid" did not align with January's actual amount paid. In BriteCore, commission payments are monitored through the "export" activity, where once a commission entry is exported, it is considered paid. Upon reviewing the underlying logic, it was determined that the "YTD amount paid" should have utilized the export_date instead of the date_added field.

To resolve this issue BriteCore adjusted the query filter for the "YTD amount paid" to ensure accurate tracking and reporting of commission payments moving forward. (BC-13724)

Resolving Category Rejection Issue during Policy renewals

During the migration of policies over to a new LED, encountering a missing value on a category leads to the rejection of the entire line item and triggering of persistent builder. However, within the Builder page, a missing value on a category appears as if the default value is selected. To address this issue, a change has been made to the algorithm verifying the difference in builder, where any none value is now dropped. (BC-14548)