Enhancements

Customizing 4 Stock Reports in SQL Editor 

BriteCore is pleased to announce significant enhancements to its stock reporting capabilities, streamlining the process for customization. The following reports have been updated to integrate SQL Editor views, and their source code is now accessible for easy duplication and customization:

• Claims by Reported Date (BC-18503)
• Claims by Loss Date (BC-18502)
• Claims by Closed Date (BC-18501)
• Inspections Due Report (BC-18500)

To initiate customization:

1. Access the Report List.
2. Select the desired report from the list above.
3. Click "Design Report" in the right-hand tray.

The SQL editor will open immediately with a customizable copy of the selected report. After making edits, save the customized report under a new, distinct name within your system.

For comprehensive guidance and further details, please visit https://help.britecore.com/hc/en-us/sections/40676934208403-SQL-Editor. BriteCore intends to open-source all stock reports over the coming weeks.

Archiving a Future Policy Now Archives Its Revisions (BC-18290)

When a future policy is archived from the Admin Builder UI, all associated revisions that have not gone into effect are now archived as well. This change ensures consistency in the archival process and prevents orphaned policy revisions from remaining active, supporting cleaner policy management workflows.

Updating Contacts User Interface to Accurately Reflect Permissions Level (BC-18613)

The Contacts UI was updated to reflect permission levels more accurately, including greying out elements when permissions are set to read-only. All actions are disabled when contact permissions are restricted, and this behavior was tested across multiple user roles. The enhancement improves clarity and ensures the UI remains the source of truth for permissions.

Enabling SQL Editor to Save Reports Without Running Report (BC-17981)

A new capability was introduced to SQL Editor enabling users to save reports after validation without requiring a full execution. This change streamlines report creation and editing workflows, reduces wait times, and supports incremental progress for users working with large or complex queries.

Allow editing of payment details in pending approval status (BC-17078)

Users can now edit payment details for claims payments while those transactions are in the Pending Payment Approval status. Previously, there was a need to delete the transaction and re-initiate a new payment if any detail was incorrect, resulting in workflow delays. With this update, editable fields—including payment amount, payor, payment method, and description or notes—were made accessible directly within the Payment Processing screen, but only while the payment is pending approval. 

Defects

Commission Amount Not Updated After Changing Bill Whom (BC-18295)

A validation enhancement was delivered to ensure the net commission amount resets appropriately when the “Bill Whom” field is changed from agency to insured after a policy committed. The update helps commission calculations remain accurate regardless of changes in billing responsibility, and thorough validation logic was added to maintain data integrity.

Property Lookup Fixes (BC-18293)

The property lookup integration was improved to address several small issues: line items with zero limit or deductible values are now correctly included in the payload, empty strings from user input are handled when saving response data, and a new category type for number inputs is supported. These refinements ensure more reliable integration and data handling for property lookup operations.

Deleted Property on Endorsement Still Affects Rating and Premium Calculation (BC-18611)

A defect was corrected where deleted properties during endorsements continued to affect rating logic and premium calculations. The fix ensures only active properties are considered during rating, preventing overcharges and maintaining accurate premium totals.

Insured getting Email Notification for Claim (BC-18533)

A bug was fixed where the named insured received unintended email notifications when an adjuster was added to a claim. The defect was traced to a configuration error, and the fix ensures that notifications are only sent to the appropriate parties.

Excessive policy notes generated from quote module (BC-17217)

A defect was resolved where policy notes were generated for every keystroke in the quote module, leading to clutter. The fix ensures notes are only created when the user leaves the field, making policy documentation more meaningful and easier to review.

Property disclosure exclude peril (BC-14986)

A bug was fixed where peril exclusions for certain line items were not properly evaluated during claims surcharge calculations. The update ensures excluded peril rules are applied correctly, improving the accuracy of surcharge assessments.