Enhancements
Stock Reports Rewritten to use Unified Data Views (BC-18514, BC-18788, BC-18509, BC-11942)
The stock reports Credits on Cancelled Policies, Return Premium, Aged Accounts Receivable, and Paid Premiums and Fees were updated to use unified data views. Source code for these reports is available in SQL Editor. These stock reports can be used as the basis for customization by carriers, as well as increasing performance and consistency across reports.
Smart SQL autosuggest added to SQL Editor (BC-19475)
SQL Editor usability was significantly improved with smart auto-suggestion capabilities, providing real-time query completion and reducing syntax errors. Now when typing a query the user will be presented with suggestions for the next appropriate things to type, making common query patterns easier to generate automatically.
Enable SQL Editor to format excel columns (BC-20395)
Added feature to SQL Editor to allow formatting columns as a feature that is often used with Excel reports.
Unified SQL Views added v_related_policies (BD-20616)
A new v_related_policies view was added to simplify Underlying Policy Reporting.
Display privacy indicators, and allow files to be individually marked as private within new claims UI (BC-20499)
This enhancement allows users to mark individual files as private within the Claims module, bringing full feature parity to between new claims UI and the prior claims UI. Updated privacy icons and tooltips make it easy to distinguish between private and public files, while permission rules ensure only authorized users can adjust privacy settings. These improvements provide clearer visibility, stronger control over sensitive information, and a seamless transition from the legacy claims workflow.
Defects
County info was not displayed in the Claim information UI (BC-20191)
An inconsistency was addressed that prevented county information from being displayed in the Loss Address card of the Claims Information tab. BriteCore now ensures county details are included in the claim loss address.
Conditional print logic failed in forms (BC-20145)
Conditional print logic for policy forms was corrected after forms failed to appear in required contexts, particularly for renewal terms. BriteCore traced the defect to faulty category matching and normalization in the print decision logic. The corrected implementation validates against unmangled values and improves the display of forms on policy declarations.
Missing username prevented login when inviting new user (BC-19642)
Onboarding of new users was streamlined by fixing an issuewhere invited contacts had missing usernames and were unable to log in. The change resolved spinning login screens and improved the administrative experience for onboarding new users.
Agents unable to edit existing contacts without full permission (BC-19857)
BriteCore addressed an issuethat previously prevented properly permissioned agents from adding new phone numbers or email addresses to insured contacts when using the Edit Contact feature, unless they had full system permissions. This update restored standard workflow and ensured agents could manage key contact information as expected.
Non-Renewal docs not attaching to policies (BC-19791)
Notice of Non-Renewal documents were failing to attach to policies due to absent generation logic in support tools. BriteCore implemented correct deliverable creation during expiration processes and mapped non-renew reasons as expected.
Rate and save error in policies (BC-19789)
Application errors during policy rating and saving were resolved by normalizing datetime comparisons where naive and aware types were mismatched. Changes within BriteCore have standardized type handling and eliminates failures, restoring expected policy renewal and rating flows for impacted users.
Melissa Data autosave function: missing data blocks quote flow (BC-20154)
Workflow resilience was improved by correcting the autosave integration logic for address data, letting users proceed with manual entry when a property was not found. Previously, missing data blocked the quote process. BriteCore revised logic to present error messages and allow continuation, resolving a significant workflow blocker.
Claims system tags disappearing (BC-19613)
A UI refresh issue was resolved where system tags appeared to disappear after being added to claim information. Backend and frontend logic was synchronized to update tag visibility immediately, with users now seeing persistent tags across navigation events without requiring screen refreshes.
ISO/APLUS files missing last name (BC-19519)
Name parsing logic for ISO/APLUS exports was enhanced to handle suffixes and avoid misassignment of last names, restoring correct external claim matching. This latest update lets imported files properly record both last name and suffix components for insureds, improving integration accuracy.
Totality of the payment was applied to each policy (BC-19537)
The payment application algorithm for group payments was corrected to properly distribute payments across policies rather than applying the total amount to each policy, which previously resulted in erroneous credits. BriteCore implemented improved accounting logic, with stakeholder validation confirming accurate premium and credit calculations.
Future dated cancellations trigger incorrect accounting (BC-19412)
Accounting for future dated cancellations was corrected to use end-of-term balances, preventing excessive or erroneous refunds when policies were prematurely cancelled. The update improved transparency and reliability for both administrators and policyholders.
Bill Whom insured with insured payment plan causing error (BC-19462)
Billing schedule validation logic was updated to properly allow the Insured as the Bill Whom for certain pay plans, correcting an issue that incorrectly blocked application submission. The resolution aligned system rules with intended billing behaviors.
Straight-Through-Processing (STP) | Expose property address including zip code (BC-19557)
Underwriter automation capabilities were expanded to expose full property address and ZIP code information as rule variables in STP workflows. Documentation updates clarified new trigger possibilities, expanding rule options for advanced address-based reviews.
Straight-Through-Processing (STP) | Expose variables from all rate object types (BC-19386)
All variables generated by rate objects, such as Flat Rate and Deductible, are now surfaced for evaluation and comparison within STP rules, adding substantial flexibility for business logic alignment. The enhancement harmonized rating and underwriting calculations, with internal benchmarks confirming no performance regressions.
Task definitions | API permissions (BC-20057)
API access controls for task definition endpoints were enhanced to require explicit permissions, reducing inappropriate access for sensitive create and modify operations. Documentation clarified criteria for API usage and supported fine-grained access management.
Task definitions | Create and update APIs (BC-20056)
New APIs were introduced for task creation and updating, supporting enhanced workflow flexibility and integration extensibility. The changes supported additional metadata and control structures, expanding the system’s automation capabilities.