Enhancements

Policy Submission to Binder Active status (BC-19255)

Added functionality for admins and underwriters to move policies from “Unsubmitted” directly to “Binder Active” from the Admin Policy view. This update introduces enhanced flexibility in the policy workflow by enabling transitions from the "Unsubmitted" state directly to "Binder Active" for policies. This improvement streamlines policy activation, reduces manual intervention, and supports a more efficient user experience for agents and administrators handling policy submissions.

Straight Through Processing (STP) for Endorsements (BC-18880)

Expanded STP to include endorsements. Rules now execute consistently across new business, renewals, and endorsements.

Add Support for Severity in STP Errors (BC-19171)

Support for severity levels in STP (Straight-Through Processing) errors has been added to BriteCore. With this enhancement, the underwriter’s view of the STP rule failure generated during STP processes can now be categorized by severity, providing greater clarity and actionable insight.

Added First Insured Date to lines evals (BC-19655)

Implemented a new feature that introduces the "First Insured Date" field to capture and utilize the date when an insured party was first added, improving the tracking and historical analysis of policy data. By making the first insured date accessible in the lines evals, this update supports more accurate discounts, such as “advanced shopper” discount calculations. Example evaluation to use within lines:

 max(min((this.revision.effective_date - this.first_insured_date_added).days, 30), 0)

Rules by Transaction Type (BC-19011)

Enhanced the rules engine to support separate flags for new business, endorsement, and renewal transactions. Rules now apply only to the intended transaction types.

ISO A-PLUS Data in STP Payloads (BC-19431)

Enhanced STP processing by including A-PLUS data points such as carrier, loss details, claim status, loss amount, and policy number in payloads. This provides richer information for underwriting and decision-making.

Hints Based Formatter Function in SQL Editor (TS-2411)

BriteCore has enhanced the SQL Editor’s report output formatting capabilities, when the output report is defined as Excel format. Now, the SQL Editor automatically formats fields based on field names, saving effort and making report outputs easier to read. Automatic formatting only applies to Excel outputs.

Automatic formatting can be enabled/disabled using a toggle button in the SQL Editor report settings, found under the image of a cog in the top of the editor window.

Defects

Commission Calculation Item Rating Fix (BC-19709)

Resolved an issue where commission calculation items for certain Policy Types failed during post-rating due to the system referencing the current revision instead of the last committed one.. The revision lookup has been updated to prevent self-referencing, ensuring accurate post-rating commission calculations.

Displaying Available Claim Catastrophe Options during Claim Setup (BC-18041)

Corrected an issue where only one catastrophe (CAT) option appeared during claim setup when multiple could have applied. All available CAT options are now displayed. Previously, the Catastrophe option was not functioning as expected, causing issues for users attempting to set or modify catastrophe-related claim data. With this update, users can now reliably manage Catastrophe settings during claim setup, ensuring accurate and efficient handling of catastrophe-related claims.

Calculating and Displaying Dwelling Premiums during the Quoting Process (BC-19581)

Resolved an issue where the total premium could show as invalid after calculation. Premiums now calculate and display correctly.

Correcting Display of Auto Coverages Limit (BC-19572)

Fixed a display issue in the Auto Coverages interface where coverage limits did not appear in the correct format. Limits now show as expected.

Missing Premium Button during Endorsements within Quote Wizard: (BC-19083)

Fixed a problem where the “Calculate Premium” button was missing after saving policy-wide changes during endorsements. The button now appears as expected. This update ensures that whenever rates are recalculated or reset, users are now able to view the pending premium, improving transparency and making it easier to track premium changes during rate adjustments.

Displaying Correct Mailing Address in Declaration Package  (BC-19247)

Resolved an error where declaration packages displayed the wrong mailing address for the named insured. The correct address now appears in all packages. With this update, the logic for selecting and displaying the preferred mailing address has been corrected, ensuring that users' chosen addresses are accurately reflected throughout the relevant documentation and workflows. 

Selecting Mortgagees as Billing Contacts (BC-18622)

Resolved an issue where mortgagees added on the billing screen could not be selected as billing contacts. Mortgagee contacts now display properly for selection. The changes ensure that billwhom data is consistently updated in response to relevant events and user actions, reducing manual intervention and minimizing errors. 

Adding Default Line Items to New Policies (BC-18298)

Resolved an issue where default line items were not automatically added to new policies. Default items are now applied as intended. The update ensures that default line items are now correctly included during the relevant processes, improving workflow consistency and reducing the need for manual intervention. Users will benefit from enhanced reliability in the automatic handling of line items, streamlining their operations and minimizing potential errors.