Enhancement 

New Claims Import Functionality with UI, Permissions, and Error Management (BC-15146)

This release introduces a new Claims Import feature, designed as a user-friendly way to manage claims imports, offering better control and visibility over the process. The Claims Import functionality streamlines workflows for various scenarios, including migrating claims data from legacy policy or claims management systems and consolidating data from third-party claims systems when used alongside BriteCore. This ensures all claims data is centralized, providing a single source of truth that powers dashboards, enhances regulatory reporting, and supports better decision-making. The feature includes:

• Permission Control: Access to the Claims Import section is restricted based on user permissions. Only users with the britecore/claims/ingestion permission can view and use the Claims Import functionality.
• UI Enhancements:
  • Job Name Limitation: Job names are truncated with ellipses if they exceed the character limit, with a tooltip displaying the full job name on hover.
  • Delete Button Disablement: The delete button is disabled during job execution to prevent accidental deletions while the job is processing.
• Error Management: If errors occur during job execution, an error icon appears next to the job status. Selecting the icon opens a dialog displaying an error message with a detailed description.
• Templated File Uploads: The file used for uploading claims is automatically templated based on the claims fields, ensuring data consistency and simplifying the upload process.

Enhanced Mortgagee Management and Billing Setup Alerts (BC-16172)

BriteCore now clearly notifies and warns users when updating or removing a mortgagee on an escrow-billed policy. With this latest update, users are fully informed of potential billing setup changes, helping to prevent errors and improve the user experience.

1. Automatic Billing Reset Alert:
   When attempting to remove a mortgagee listed as the "Bill Whom" for an escrow-billed policy, BriteCore will display a warning:
   "WARNING: YOU ARE ABOUT TO REMOVE A MORTGAGEE THAT IS THE BILL WHOM FOR THIS POLICY. DOING SO RESETS THE BILLING INFORMATION EVEN IF THIS REVISION IS NOT COMMITTED. ARE YOU SURE YOU WANT TO CONTINUE?"
2. Standard Confirmation for Non-Bill Whom Mortgagee Removal:
   If attempting to delete a mortgagee that is not designated as the "Bill Whom," BriteCore will prompt with the confirmation message:
   "Are you certain you want to remove this contact?"

Property Number Lookup in Lines Evaluations (BC-15436)

BriteCore has introduced the ability to reference the location_number field from property records in evaluations within Lines. This enhancement allows users to incorporate the property number into custom Lines configurations, providing greater flexibility and precision for underwriting rules, rating calculations, and policy setups.

By exposing the location_number field, users can now streamline workflows and ensure more dynamic rule-building capabilities tied to specific property locations.

Enhanced MVR Data Privacy for Agents (BC-15792)

BriteCore has added functionality to enhance Motor Vehicle Record (MVR) data privacy by preventing agents from viewing service response details. The MVR data can be removed from the main Driver page, and the vendor report pop-up is now replaced with a simple "success" message for agents when the quote wizard setting auto.section.drivers.accidents_violations is disabled. This update ensures greater control over sensitive information and minimizes data leakage risks while maintaining a seamless agent workflow.

Performance Enhancements Across Key System Areas (BC-16299, BC-15897, BC-15444, BC-16536)

As part of BriteCore’s ongoing performance improvement initiative, several business workflows have been optimized to enhance system responsiveness and minimize delays in critical processes: multiple business workflows have been addressed performance improvements have been implemented to enhance system responsiveness and reduce delays in critical workflows:

• Daily Cash Receipt Posting: Optimized policy number validation to significantly decrease processing times when posting payments, especially for multiple policies.
• Property Address Updates: Resolved an issue causing site-wide slowness when updating property addresses.
• Claims Processing: Improved API response times for faster loading of the Claims Processing page.
• Agency Contacts Retrieval: Enhanced the efficiency of retrieving agency contacts, reducing wait times during interactions.

These updates provide a smoother and more efficient user experience across accounting, claims, and property management functionalities.

Defects

Improved Zip Code Validation Across States (BC-15846)

BriteCore has resolved an issue where entering valid Zip codes on the Policy Info or Property screens triggered errors across multiple states, preventing users from reliably saving data. This fix corrects the Zip code validation logic by properly handling state overrides in the geocoder results, ensuring accurate and reliable Zip code validation for affected clients and improving data entry workflows and user experience.

Prevent Duplicate Claim Status Changes (BC-15088)

BriteCore has implemented a mechanism to lock claim status changes, ensuring that the action of closing or updating a claim cannot be processed multiple times simultaneously. If a status change is in progress, any additional attempts to alter the status for the same claim will be restricted until the current process is completed. This update prevents duplicate actions and enhances the stability and reliability of claim processing.

Updated Error Message for Return Premium Authorization (BC-11130)

For clients utilizing the use_authorize_return_premium Advanced Setting, the system now provides an accurate error message when attempting to issue or transfer a return premium without first checking the "Authorize" box. Previously, the misleading message "The refund transaction is no longer available" caused confusion, as the return premium remained in the queue. The updated message now reads:
"The refund transaction has not been authorized yet."

This clarification ensures users understand why their action is blocked and how to proceed.

Safeguard Implemented to Prevent Duplicate Policy Submissions (BC-15974)

A safeguard has been implemented to resolve intermittent issues with duplicate policy submissions. Although the issue could not be consistently reproduced during testing, a safety check has been added to the agent submission process to prevent duplicates. This update ensures that if an agent is redirected to the application page and resubmits a quote, the system will block duplicate submissions.

Resolved missing Claims Issue in Ivans support tool (BC-16176)

A bug was identified in the support tools used to correct Ivans claims reports that caused some claims to be missed during Ivans Claims upload. The issue has now been fixed, ensuring all claims are correctly included in the extraction process.