Enhancements
JMI Reports Integration for Administrators (BC-10542)
JMI Reports provides property profiles and data insights. Requesting a property report is now seamlessly integrated in BriteCore. Administrators can conveniently order the report directly from the property tab by selecting "Request JMI Property Inspection." Upon selecting a product and agreeing to run the inspection, a request is sent to JMI Reports. JMI Reports will complete their business process and provide an inspection report. When the final report is available, BriteCore retrieves it and adds it to the policy attachments. To enable this feature, administrators can configure JMI Report integration settings via the vendor integration settings page, where they can input the required JMI username and password to establish a connection with the JMI Reports API.
Redesigned Customer Service Representative (CSR) Dashboard (BC-15118)
The redesigned CSR dashboard includes policies with cancellation pending, expired in the last 45 days, expiring in 30 and 60 days, and canceled for non-payment in the last 45 days. A table provides policy numbers (linked to the actual policy), the primary named insured, status, and relevant dates, such as expiration. It also includes claims written, losses taken, loss ratios, and reserves for each policy, offering a comprehensive view of key metrics related to cancellations, expirations, and claims. The dashboard updates in real-time so changes made will be shown immediately.
Add Payments tab to CFO dashboard (BC-15394)
BriteCore has added a new Payments tab to the CFO dashboard, providing a breakdown of payment methods such as check, ACH, and credit card. The table shows total payments by payor, type, number, and percentage of total transactions, helping carriers analyze payment trends and control costs.
User-to-role and permission report (BC-14863)
To meet the stringent requirements of organizations that must demonstrate compliance with Sarbanes-Oxley regulation, BriteCore has added a report of the user-to-role assignment, permission set definitions and last login date.
API: Set_binder_to_active accepts external_system_reference (BC-15655)
The API set_binder_to_active now supports receiving an external_system_reference instead of a revision_id. It validates that a single revision with the provided external_system_reference and "Binder" status exists. If both revision_id and external_system_reference are provided, the API ensures the external_system_reference matches the revision found by the revision_id.
Attachments and Documents delete registry control (BC-14644)
This release introduces a permission control for deleting uploaded documents. This permission control is located in Settings > Permissions, and the rule is britecore/core/uploads/removeAttachments. With this rule, administrators can now be restricted or allowed to delete documents based on their role and specific conditions. Additionally, if deleting documents is restricted, the “enable_attachements_delete_for” setting allows administrators to delete the documents they uploaded for a defined period of time.
Ability to Mark Vehicles as Excluded (BC-14537)
With this release, auto carriers can now mark vehicles as "excluded" when adding them to a quote. Excluded vehicles are treated differently and will be clearly categorized and reported as such in policy documents, meeting carrier requirements for special handling of these vehicles.
Hide Future Installments on Billing Pages (BC-14549)
When clients use an external billing system, BriteCore has added a setting to prevent adding credit card or bank account routing details for future payments, as this is done in the 3rd party system.
Populate Deductible via Evaluation not showing on Builder (BC-15572)
This release adds the ability to view deductibles calculated via evaluations directly in the Quote Wizard and Builder. Previously, these deductibles were calculated but not visible in the user interface. Users can now easily review and verify calculated deductibles within the UI, enhancing the accuracy and transparency of the quoting process.
Defects
CEO Dashboard Retention tab Filled Maps not showing all counties (BC-15639)
In the CEO dashboard retention tab, some counties were previously missing from the map. This has been corrected
Unify success message on coverages page (BC-15658)
When updating a coverage on the coverages page, previously, multiple modifications to a coverage property would trigger the message “Coverage updated successfully” multiple times. This has been simplified to display the message only once, regardless of the number of changes made.
Unable to retrieve credit report per contact (BC-15711)
Previewing a credit report for contacts with multiple credit reports could sometimes present an error. This defect was caused by an edge case when a policy had no policy revisions. This has been fixed in this release.
VIN Lookup Error - Vehicle Year (BC-15695)
Prior to this release, in a VIN lookup when year is set to optional, the system could produce an incorrect error “int() argument must be a strong, a bytes-line object or a number, not ‘NoneType” message. The behavior is now fixed and the proper information is retrieved.