Enhancements
Report List Enhancements (BC-14199)
In our ongoing commitment to enhance reporting functionality, BriteCore recently upgraded the report list interface. Now, when a user clicks on a report name in the left pane, a new pane will appear on the right-hand side of the screen displaying controls and information related to the report. This new information includes the start and end dates for the report, any plans to deprecate the report, the report category, and a report description.
Additionally, thanks to the scheduling controls in the new information pane, users can now view and schedule periodic runs of their reports without having to contact BriteCore support. To address the common question of report duration, the last execution date and elapsed time for the most recent successful run are also listed in the information pane.
Authority Limit Enhancements (BC-13985)
The Authority Limit management feature required enhancements to improve usability and flexibility, allowing for more intuitive editing and management of limits. This release enhances the usability of the user interface of the Authority Limit management feature by allowing easier editing and clearing of individual limits, enabling dimension-based limit definitions, and ensuring validations and dependencies are managed efficiently. Additionally, these BriteCore enhancements provide direct data entry with manual save options, support for keyboard shortcuts, and better contextual-menu interactions. These improvements will streamline workflows, reduce errors, and provide a more flexible and efficient tool for managing authority limits.
Automatically Select Policy Term When Only One Is Available in Auto Quoting (BC-15297)
Previously, when only one policy term was available for auto quoting, the underwriter or agent still needed to select the term by clicking and selecting the one available policy term. With this enhancement, users no longer need to perform this step and the policy term is selected by default.
Performance Improvements When Adding Payment Methods (BC-15247)
As part of a comprehensive and ongoing performance improvement project, BriteCore enhanced the performance of the APIs responsible for supporting the user interface used when adding electronic payment methods. This enhancement reduced the time to open the page that contains the list of payment methods from 7 seconds to just one second.
Display Reference Numbers for LexisNexis CLUE and MVR Reports in Auto Quoting (BC-13988)
The Driving Accidents or Violations table in the Drivers page has been enhanced to include the data provider’s report reference number. Providing this information to the quoting agent allows them to provide this information to the insured in the case they want to dispute the information with the data provider.
New create_full_quote API (BC-15261)
A new set of API routines for creation and management of quotes is available. Documentation for these routines is available on the BriteCore API documentation, create_full_quote. These routines are a part of a family of APIs for quote lifecycle management. To view the entire family of routines, search for full_quote at that API site, and the results will list the following routines:
create_full_quote retrieve_full_quote rate_full_quote modify_full_quote issue_full_quote delete_full_quote bind_full_quote |
Administrators will be able to programmatically create and manage quotes from their external interface of choice.
Dashboard Visibility for Administrators (BC-14465)
To improve the visibility and management of dashboards for administrators in the BriteCore system, BriteCore is simplifying the current process. Administrators, who already have the rights to view dashboards, will no longer need to enable them first. This change allows administrators to see all dashboards directly, streamlining their workflow and making it easier to manage and assign dashboards to the appropriate personas.
This enhancement will increase efficiency and improve overall system usability for administrators, ensuring they can quickly assess and provide the right dashboards to the right users without unnecessary steps.
Defects
Fixed Policy Copy Feature Error (BC-15114)
The "Copy Quote" feature was erroneously copying the policy status of the original revision, resulting in the new revision being created as active. With this fix, the "Copy Quote" functionality has been updated to ensure that when a quote is copied, the new policy is created as inactive with a status of “unsubmitted.” This change ensures that the new quote is correctly set up for review and submission, preventing any accidental activations.
Incorrect Display of Type of Incident in Accidents/Violations Detected (BC-14444)
When prefilling violations, the violation type was displayed as a code in the popup table during the quote-to-application process, instead of the readable value from the lookup table. The violation type will now be displayed using the readable value from the ACCIDENTS_AND_VIOLATIONS lookup.
Credit Tier Missing Tiers Triggered by “Reason” (BC-15332)
The Credit Tier category in the Lines module was not loading all Credit Tiers. It only included tiers triggered by “score” and omitted those triggered by “reason,” making “reason” tiers unconfigurable in the Lines setup. The API call to retrieve Credit Tiers has been updated to retrieve credit tiers triggered by both “score” and “reason.” This update ensures that all Credit Tiers are loaded and configurable, enhancing the flexibility and accuracy of the Lines module setup.
Race Condition Between Rate and Save and Vendor Calls (BC-14837)
The Rate And Save call was not waiting for vendor calls (e.g., HazardHub) to complete, causing a race condition between the rating process and when the data was returned by the vendor, causing incorrect rating that omitted the vendor data. This update ensures that Rate And Save waits for vendor calls to complete, eliminating the race condition and improving system reliability.