Enhancement
Allow Changing Bill Whom When Agency Billing is Enabled (BC-17702)
The billing workflow has been enhanced to provide greater flexibility when agency billing is enabled. Users can now change the "Bill Whom" selection even if agency billing is active. The update ensures that net commission calculations continue to function correctly regardless of whether the bill recipient is the agency or the agent. These changes streamline billing operations and provide more control to users managing complex policy arrangements.
Remove Legacy Rules Page (BC-17849)
The legacy rules configuration page has been removed and all links to the old rules page have been deleted, ensuring users are directed exclusively to the updated interface. This clean up eliminates outdated code and reduces potential confusion for users navigating rule management features. This change streamlines the user experience and supports ongoing efforts to modernize the platform's administrative tools.
SQL Execution Environment Adds .txt Output Format (BC-18159)
Ad-hoc SQL queries can now produce fixed-width text files (.txt) in addition to the existing .csv and .xlsx options. Each column is written to a precise character span, making the export immediately consumable by legacy systems, mainframes, and EDI pipelines that require positional data.
Automated Policy Cancellation & Reinstatement Based on Subjectivity Expiration (BC-17275)
This enhancement introduces an automated mechanism to cancel policies when subjectivities are not satisfied by their due date. A new expirationAction field enables defining cancellation behavior per subjectivity. Policies may be set to “Pending Cancellation” or canceled outright, using the new cancellation reason: Unsatisfied Subjectivities. Additionally, underwriters now have the ability to manually reinstate such policies with a justification note, ensuring compliance while retaining control over exceptions.
Automated Underwriting Rule Execution for Subjectivities (BC-17379)
This update implements an automated system for executing underwriting rules at key policy events — Quote Submission, Policy Issuance, and Policy Activation. Rules are evaluated based on module, category scopes, and defined trigger conditions. When conditions are met, effects such as Add Subjectivity are executed without duplicating existing subjectivities. This ensures precise and efficient handling of underwriting requirements across the policy lifecycle.
Automatic Loss Notice Generation on Claim Submission (BC-17601)
With this enhancement, a Loss Notice document is automatically generated and attached to a claim upon First Notice of Loss (FNOL) submission. A new workflow step, “Generate Deliverable”, has been introduced to handle this process. It triggers immediately after a claim is submitted, eliminating the need for manual intervention. This ensures timely documentation and improved operational efficiency in claim handling.
Enhanced Flexibility for Admins in Policy Review Workflow (BC-18062)
Administrative users can now bypass effective date restrictions when using the update_review_workflow API. This change streamlines administrative tasks by removing unnecessary validations for users with elevated permissions, while preserving existing controls for standard users. The update ensures operational efficiency without compromising policy integrity for non-admin roles.
Bees360 (BC-16439)
Bees360 is now available in the BriteCore Vendor Marketplace, offering carriers seamless access to advanced property inspection services. In support of this integration, BriteCore has implemented several enhancements to streamline inspection workflows: underwriters can now trigger inspections upon policy issuance, and the system emits real-time events when inspection results are received via API.
Settlement Date and Payment Provider Transaction ID Support (BC-14969)
To support improved reconciliation workflows, BriteCore can now capture and display the Settlement Date and Payment Provider Transaction ID for payments. These enhancements include. When this information is captured, the Accounts Receivable page will display the settlement date and transaction ID.
Defects
Improved County Name Validation for Contact Management (BC-18063)
County name validation in the contact creation and update processes has been enhanced to reduce errors caused by inconsistent formatting. The system now automatically normalizes county names before validating them, improving data accuracy and reducing friction for users entering location details. This update helps ensure cleaner data and a smoother onboarding experience.
Stability Fix for Ivans Commission Data Generation (BC-18096)
A fix was applied to address intermittent failures in generating Ivans DBCS commission files for select clients. Despite earlier remediation efforts, some clients still experienced issues on May 1 due to a stale database session preventing the system from recognizing newly inserted commission data. This update resolves that issue by ensuring session consistency, improving reliability in nightly commission processing and data generation.