Enhancements
Transition to SFTP for HSB Integration File Uploads (BC-15423)
The Hartford Steam boiler (HSB) integration now uses SFTP instead of FTP for file uploads. The prior FTP process encountered errors, affecting clients with whitelisted IPs. The SFTP implementation enhances security and stability, ensuring reliable file transfer for HSB integrations.
Enable Back office policy workflow (BC-15377 and BC-16297)
This update improves the policy admin view in the Underwriting step of reviewing risk before binding a policy. Agents will see a "Request Review" button in the quote wizard if a policy application requires underwriting review. Once the review request is submitted, policy administrators will see the current workflow state and the agent's reason for the review request when the advanced setting display-all-workflow-actions-for-admin is enabled.
To ensure seamless policy management, the following workflow actions provide a clear and progressive view of each policy’s status via the use-new-state-for-uw-approval with the following stages.
- Initial Review (NOT_STARTED):
- Request Underwriting Review - Sends policy to Underwriting Review.
- Early Approval - Advances to Ready to Bind.
- Mark Ineligible - Flags as Ineligible.
- Request Signature - Moves to Awaiting E-Signature.
- Underwriter Review (PENDING_UNDERWRITER_REVIEW):
- Approve Review - Marks as Ready to Apply.
- Decline Review - Sends policy back to Agent for Changes.
- Pending Agent Changes (PENDING_AGENT_CHANGES):
- Request Underwriting Review - Reinitiates Underwriting Review.
- Reactivate Revision - Resets status to start.
- Ready to Apply (READY_TO_APPLY):
- Apply Application - Completes the application.
- Modify Revision - Resets to start.
- Request Signature - Advances to Awaiting E-Signature.
- Ineligible (INELIGIBLE):
- Modify Revision - Resets to start.
- Awaiting E-Signature (PENDING_E_SIGNATURE):
- Perform Signature - Resets to start.
- Cancel Signature - Resets to start.
Each action allows the system to follow a straightforward, logical flow through each stage of the policy, ensuring that all requirements are met at each phase.
Customizable Workflow States:
Workflow state labels are customizable via custom-labels-review-state-filter-options. By default, labels reflect raw application states as listed above, ensuring flexibility in approval states.
Notes:
System notes are created for each state change, improving traceability throughout the policy lifecycle.
Defects
Fix for Inspections Displaying Agent’s Name Instead of Agency (BC-16222)
An issue was identified where Mutual Inspection Bureau (MIB) inspection reports were returned showing the agent’s name rather than the agency's name as expected. This occurred due to the new implementation not respecting the “policy-go-to” setting, although the system retained a record of the agent user who created the policy revision. This has been resolved, and the fix will ensure that inspection reports display the correct agency name.
Generating Declarations failed with Enabled Policyholder Notice Setting enabled (BC-15856):
An issue was resolved where enabling the enable_notice_policyholder setting caused the system to fail while generating the "Declaration" on demand for policy types with global forms. The crash was due to the system referencing a property that didn't exist for this form type. With this fix, Declarations will now generate smoothly even when the setting is enabled and a form is present in the policy type.
Automatic Limit and Deductible Calculations now show correctly in the user interface (BC-15770)
A fix has been implemented to address issues with automatic limit updates and deductible evaluations within Underwriting Rules. Previously, when items were added or removed based on conditions, the automatic limits associated with those items were not updated correctly in the UI. Additionally, deductibles based on evaluations were not populating as expected after rating. With this solution, automatic limits now update accurately when items are adjusted, and deductibles based on evaluations populate correctly post-rating and save.
Data Frame Size Optimization for BriteCore Analytics (BC-16165)
To enhance performance for reporting, BriteCore has optimized the builder_obj_parsed Data Frame by reducing its size. Users accessing this Data Frame recently experienced slower processing times due to increased file sizes. We addressed this by filtering out certain encrypted data associated with Hazard Hub, which contributed significantly to file size but was not usable or relevant for analysis. This change notably reduces the Data Frame’s size, improving processing speed and usability for clients without impacting any essential reporting information.
Ivans Claims File Insured Name Correction (BC-15252)
The Ivans claims file in BriteCore has been updated to correctly display the insured name in the designated field, addressing an issue where the property name was mistakenly shown instead. This fix ensures accurate data representation for claims processing.