Enhancements
Support Comprehensive List of Excel Formats for Columns in SQL Editor (BC-20389)
An enhancement has been implemented to provide comprehensive support for Excel column formatting in the SQL Editor. Previously, Excel reports did not support customizable column formats. This update modernizes and extends the Excel formatting features with the following improvements:
- Currency formatting: Negative values are now displayed as -$1,234.56 (no parentheses) for improved readability.
- Phone numbers and ZIP codes: Original formatting and leading zeros are preserved, even when values are sourced as integers from the database.
- Integer currency amounts: Values are displayed without unnecessary decimal places, improving clarity and usability.
- Data integrity: Invalid data is gracefully handled and written as text, preventing corruption or runtime errors.
- File size formatting: A new file size type is supported, automatically converting bytes into human-readable units (KB, MB, GB, TB).
This enhancement improves both user experience and overall system reliability.
Month-end "written" commission without Data Frames or Premium Records (BC-17864)
BriteCore improved month-end "written" commission calculations without relying on data frames or premium records. The current “written” commission algorithm depends on premium records. Sites with disable-britedata=true will not generate premium records. We have created a new “written” commission algorithm, currently serving net commission calculations in production.
- Payments Received Report (BC-18516)
- Custom Fee Totals Report (BC-18517)
- Payoff Amounts Reports (BC-18795)
The above reports have been rewritten to use SQL Views as a part of the stock reporting project. Full documentation on the reports is available online in BriteCore and source to the queries is visible in SQL Editor for carriers to customize upon demand.
Support Custom Parameters (BC-20167)
We’ve improved how custom parameters work in SQL Runner reports, making it easier and more intuitive to run parameterized reports.
You’ll now see clearly defined parameter input fields when running SQL Runner reports, allowing you to enter values directly without relying on legacy date range logic. Behind the scenes, we’ve simplified how parameters are handled so date and other inputs are processed more consistently and reliably.
These improvements provide a cleaner, more predictable reporting experience and ensure SQL Runner reports behave consistently with the SQL Editor. Overall, this update makes running and maintaining parameterized reports faster, easier, and more flexible.
Multi-Client | Enhanced Invoice Cloud File Upload Tracking & Resend Support (BC-18459)
We’ve improved how Invoice Cloud file uploads are tracked and managed across multiple clients to ensure files are delivered more reliably.
Uploads to Invoice Cloud are now more accurately tracked, allowing the system to clearly identify when a file has been successfully delivered. In addition, we’ve added tooling that makes it easier to resend files when needed, reducing delays and the need for manual intervention.
These improvements help prevent missed invoice deliveries, streamline recovery when issues occur, and provide a more reliable billing and invoicing experience for customers.
Suspension Rules Enhancements (BC-18583)
We’ve improved how policy suspensions are defined and managed, giving underwriting teams more control and precision when configuring suspension rules.
You can now define multiple rules within a single suspension, with at least one restriction required. This helps ensure suspensions are intentional, targeted, and easier to manage. We’ve also added new ways to narrow where suspensions apply, including Policy Type, Policy Type Item, and Subline, allowing suspensions to be aligned more closely with specific products and configurations.
In addition, when enabled, the system can automatically combine overlapping or adjacent suspensions, reducing duplication and simplifying suspension management. These improvements maintain full compatibility with existing suspension behavior, ensuring suspension maps and automated processing continue to work as expected.
Create Full Quote API Timeout & Policy Sequence Improvements (BC-19569)
We’ve improved the performance and reliability of the Create Full Quote API, helping quotes complete more consistently—especially during periods of high activity.
Policy number assignment is now handled more efficiently, reducing delays and minimizing the risk of timeouts when creating quotes. In addition, automated load testing has been added to help ensure the system remains stable as usage scales.
These improvements result in faster, more reliable quote creation and a smoother experience for users relying on automated or high-volume quoting workflows.
Expose Loss History Report Number to STP Rules (BC-19675)
We’ve improved how the system handles errors when retrieving LexisNexis CLUE/ISO loss history during Straight-Through Processing (STP). This release introduces the ability to expose the loss history report number to STP (Straight Through Processing) Rules within the BriteCore platform. By making this information accessible, underwriters and automated rule engines can more efficiently reference and apply criteria based on an applicant's prior loss history.
STP Enhancements | Access to “Rate Per” Inputs (BC-19708)
This release introduces enhanced support for "rate per" inputs within STP advanced triggeres, enabling more flexible and precise configuration of rating parameters. Users can now define and utilize rate inputs dynamically based on contextual data, ensuring that calculation logic accommodates varying input scenarios efficiently. This feature streamlines workflows and improves the accuracy of rate calculations, contributing to a more robust and adaptable rating engine experience.
Instant Add-on Quoting | Category Mapping from Underlying Policies (BC-19859)
This update introduces enhanced mapping functionality for categories derived from underlying policies in the BriteCore platform. With these improvements, category information from the base policy can now be automatically referenced and utilized, streamlining data integrity across related policy records. The integration ensures more accurate and consistent category assignment, reducing manual effort and potential for errors in policy administration workflows.
Audit Trail for MVR Report Requests (BC-19887)
BriteCore added improved visibility into Motor Vehicle Report (MVR) requests to make it easier to understand when and how MVRs are run. Introduced audit trail logging for Motor Vehicle Report (MVR) requests. Each MVR pull now records who initiated it, when it occurred, and whether it was system-triggered or manual.
Task Definition Management Improvements (BC-20058)
You can now manage task definitions (task types) directly through the user interface, making it easier to configure and customize tasks to fit your workflows.
Previously, task definitions could only be updated through API calls or with assistance from BriteCore, which made changes harder and slower. With this update, you can create and manage task types on your own, giving you more flexibility and control over how tasks are defined and used.
This improvement simplifies configuration, reduces reliance on manual updates, and helps ensure task workflows better align with your operational needs.
Task Definitions | Configure Task Assignees in the UI (BC-20060)
Administrators can now configure task definition assignees directly through the user interface, making task management faster and more flexible.
Previously, changing who tasks could be assigned required assistance from BriteCore, which could slow down workflow updates. With this new interface, authorized users can view task definitions and easily update eligible assignees in real time.
This enhancement removes configuration bottlenecks, reduces dependency on technical support, and allows operations teams to quickly adapt task assignments as workflows and team structures change.
API Support for Downloading Import Schema Files (BC-20186)
We’ve added new API capabilities that make data migration and imports easier and more predictable.
You can now download schema files directly through the API, allowing you to see the exact structure required for supported data imports before submitting data. The API includes predefined schemas for a wide range of import types—such as insureds, agencies, and payments—and provides endpoints to list available schemas and generate the appropriate schema file for each import type.
These improvements reduce guesswork during data migration, help prevent import errors, and provide a flexible foundation for supporting additional import schemas in the future. This work was delivered as part of the broader Data Migration API initiative
STP Rule Waiver Support for Underwriter Approvals (BC-20203)
BriteCore added core waiver functionality to Straight-Through Processing (STP) that allows underwriters to approve and waive triggered rules, with those waivers automatically respected in future STP runs. When an underwriter grants approval, the system records the waiver, logs an audit note, and ensures the waived rules are treated as completed (“run”) rather than re-triggered, preventing duplicate reviews and unnecessary workflow interruptions. Waivers are currently applied in an all-or-nothing manner (all rules waived or none), and legacy engines configured to “Run Always” are unaffected. This enhancement improves underwriting efficiency, reduces repeat work, and provides clearer traceability and consistency across policy revisions.
Instant Add-on Quote | Controlled Mapping from Underlying Policies (BC-20430)
We’ve improved how information is carried over from an underlying policy when creating a an instant add on quote, giving teams more control over what data is included. This update introduces the ability to synchronize configuration data between add-on policies (ex. Umbrella) and their underlying policy records within the BriteCore platform. The new feature ensures consistent and reliable data synchronization for policy information, reducing the risk of discrepancies and improving operational efficiency across policy management workflows.
Audit & Change Tracking for SQL Editor Reports (BC-20475)
We’ve added enhanced audit and change-tracking capabilities to the SQL Editor to support compliance and improve visibility into report changes.
Updates to SQL Editor reports are now automatically tracked, including who made a change, when it was made, and what was changed. You can view a history of edits, compare versions, and filter changes by date—providing a clear audit trail for at least one year.
These improvements bring the same versioning and transparency available in stock reports to user-created SQL reports, making it easier to support compliance requirements, troubleshoot changes, and maintain confidence in reporting.
Claims Feedback | Enable Multi-Select and Bulk Actions on Files (BC-20500)
This update introduces bulk action capabilities to the new Attachments UI, allowing users to efficiently manage multiple files at once. With this enhancement, users can now select and perform actions on several attachments simultaneously, streamlining workflows and improving overall usability within the Attachments section.
Client Feedback | Expand Past Claim Data Display in Claims UI (BC-20517)
An enhancement was implemented to address client feedback by expanding the past claims data displayed in the new Claims UI to match legacy functionality. The Past Claims section now shows key details including loss date, incurred amount, status, and loss type, supports sorting and direct navigation to individual claims, and respects existing permission settings. No new data fields were introduced—this is a display-only improvement.
Rating documentation in app (BC-20546)
Rating documentation is now available directly within BriteCore. Users can access in-app documentation describing available variables and functions when setting up evals. The documentation can be within the user interface that is used to define the eval.
Instant Add on Quoting | Enable/Disable Setting for Estimated Quote(BC-20590)
An enhancement was implemented to improve configurability of the estimated quote feature for Instant Add-on Quotes by introducing a new advanced setting, estimated-quote-enabled, which is enabled by default. This setting allows carriers to enable or disable the estimated quote section in the sidebar; when disabled, the sidebar displays an informational message only.
Tasks | Expanded Task Status Options (BC-20649)
We’ve expanded the task status options to better reflect the full lifecycle of a task.
Instead of being limited to just two statuses, tasks can now be assigned from a broader set of status values. This provides greater clarity into progress, helps teams track work more accurately, and makes it easier to manage tasks as they move through different stages.
Reporting | Manage Report BriteCore Update (BC-20731)
We’ve made updates to Manage Report functionality in BriteCore to improve reliability and overall system behavior.
These changes ensure report management actions function as expected and align with defined requirements, supporting a smoother and more consistent reporting experience.
Attachments | File Type Selection Added During Quoting (BC-20750)
We’ve enhanced the attachments experience in the quote wizard by allowing you to select a file type when uploading policy documents.
When adding attachments, you’ll now see a file type dropdown with predefined categories—such as Loss History, Financial Statements, and Certificates of Insurance. You can upload multiple files and assign different types to each, making it easier to organize and identify documents. File type selection is optional, so you can continue uploading files without interruption.
This improvement helps keep policy documents better organized and easier to manage throughout the quoting process.
Policies | Binder Policies Now Reinstate Correctly After Payment (BC-20872)
We’ve improved how binder policies are reinstated after a non-payment cancellation.
When a binder policy enters a cancellation-pending status due to non-payment and the insured completes payment, the policy will now correctly reinstate to Binder Active, rather than moving directly to Active. All appropriate billing, reinstatement, and notification events are also triggered as part of this process.
This update ensures binder workflows behave as expected, improves accuracy in policy status tracking, and supports a smoother experience when resolving non-payment cancellations.
Data Migration | Error Logs Now Returned on Job Failures (BC-20899)
We’ve improved visibility into data migration failures by ensuring error logs are always returned when a migration job fails.
When a data migration script encounters an error or crashes, detailed error logs are now sent back through the API. This makes it easier to understand what went wrong, diagnose issues quickly, and take corrective action without additional investigation or guesswork.
This enhancement improves reliability, reduces troubleshooting time, and provides clearer feedback when data migration jobs do not complete successfully.
SQL Editor | Light and Dark Theme Support (BC-20911)
We’ve updated the SQL Editor to fully support both light and dark themes.
Text, icons, backgrounds, menus, buttons, and tables now adapt automatically to the selected theme, ensuring consistent readability and a cohesive look and feel across the interface. This improvement enhances usability, reduces eye strain, and keeps the SQL Editor visually aligned with the rest of the platform.
Reporting | Export Options Now Available in the UI (BC-20919)
We’ve made report export options visible directly in the user interface.
When running a report, available export options now appear in the Run Report sidebar, allowing you to select how results are delivered without needing assistance from support or technical services. This gives users more control, speeds up report delivery changes, and simplifies report management.
Attachments | Clear Error Message for Large File Uploads (BC-21034, BC-20893)
We’ve improved the attachments experience to provide clear, user-friendly feedback when uploading large files.
If you attempt to upload a file larger than 200 MB, the system now displays a clear notification explaining the size limit. This helps prevent confusion, avoids silent upload failures, and makes it easier to correct the issue before retrying.
Reporting | Improved Accuracy in ISO A-Plus Monthly Reports (BC-14960)
We’ve improved how ISO A-Plus monthly reports are generated to ensure claim data is reported accurately.
Archive-only records are now excluded from submissions, and updates to existing claims—such as changes to the cause of loss—are sent as corrections rather than creating new claim records. These improvements help ensure reports accurately reflect true claim activity, reduce duplicate or incorrect submissions, and support cleaner downstream reporting.
Improved Monitoring for Declaration Email Delivery (BC-19311)
We’ve improved monitoring and visibility for agency and agent declaration emails to help ensure they are delivered as expected.
Additional logging and metrics have been added to track the declaration email delivery process, making it easier to identify when emails are sent and to troubleshoot issues if delivery does not occur. These improvements strengthen system monitoring and support faster resolution when questions arise.
Overall, this update improves reliability and transparency around declaration email distribution and helps ensure agents and agencies receive the documents they need without delay.
Defects
Claims | Consistent Claimant Sorting Across Tabs (BC-17622)
BriteCore fixed an issue that caused claimants to appear in a different order when navigating between the Exposures and Accounting tabs within a claim. This release introduces improved ordering of exposures across multiple endpoints, now sorted by claimant, coverage, and loss. Users can expect more intuitive navigation and data presentation within claims processes, making it faster and easier to review exposures by claimant, coverage details, and associated losses.
Billing | Pre-Authorized Payment Schedule Amounts Corrected (BC-18269)
We’ve fixed an issue where pre-authorized payment schedules could generate incorrect payment amounts.
Payment schedules are now calculated correctly based on policy premiums and billing terms, ensuring statements reflect accurate amounts. This improvement helps prevent billing discrepancies, reduces confusion for customers, and supports more reliable payment processing.
Claims | Select from Multiple Applicable Catastrophes (BC-18925)
BriteCore fixed an issue that affected catastrophe selection during claim creation when more than one catastrophe applied to the date of loss. BriteCore now enables users to easily select the relevant catastrophe when creating a new claim, only when multiple catastrophes are applicable to the incident.
Renewal Mailings | Improved Form Inclusion Accuracy (BC-19474)
We’ve fixed an issue that caused extra forms to be included in renewal mailings when certain form details were missing.
Renewal mailings will now correctly exclude forms that do not have valid Form Code and Edition Number values. This ensures that only the appropriate, required forms—such as privacy disclosures—are included based on proper business rules.
This improvement reduces unnecessary paperwork, helps prevent confusion for policyholders, and supports compliance by ensuring renewal mailings contain only relevant and correctly validated documentation.
Corrected Underwriting Rule Timing in QW (BC-19542)
We’ve fixed an issue in Quick Quote (QW) where underwriting rules were not consistently applied after certain coverage selections were changed.
In some cases, when an optional coverage—such as Water Backup—was selected, deselected, and then selected again, the system could temporarily display coverage limits that were not allowed based on underwriting rules. This could lead to higher limits appearing as available when they should have been restricted.
With this fix, underwriting rules are now applied consistently as coverage selections change, ensuring that only valid options are presented. This improvement prevents incorrect limit selections, maintains underwriting intent, and ensures a more reliable quoting experience for agents.
Claims | Loss Notice Preview Restored (BC-19790)
We’ve resolved an issue that prevented Loss Notice documents from being generated using the Preview function.
You can now successfully preview Loss Notice documents before finalizing them, allowing you to review and confirm the content as part of the normal claims workflow.
Policy | Improved Copy LED Handling with Prior Deletions (BC-19792)
We’ve fixed an issue with the Copy LED (Line / Exposure / Detail) feature where policy type information was not always recognized correctly when copying revisions that included prior deletions.
The system now consistently identifies and maintains the correct policy type during the copy process, even when earlier revisions included deleted items. This ensures copying policy structures works reliably across complex revision histories.
This improvement enhances data integrity, reduces errors during policy changes, and supports smoother workflows when modifying or reusing existing policy structures.
Claims | Audit Notes Added for Authority Limit Changes (BC-20010)
We’ve improved audit visibility for changes to claims authority limits. When authority limits are updated, the system now automatically creates notes documenting the change, ensuring a clear and reliable audit trail.
This makes it easier for teams to verify when authority limits were changed, what was updated, and supports compliance and review requirements without manual tracking.
Rules | Subjectivity Rule Changes No Longer Cause Errors (BC-20153)
Previously, users experienced errors when editing and saving Rules after adding Subjectivities to a policy workflow. The issue occurred when a Rule’s event type was changed to "Subjectivity" after the initial save, which resulted in UI errors and disrupted normal operations.This release resolves the root cause, allowing users to create and edit Rules involving Subjectivities without encountering errors.
Endorsement Effective Date Changes Now Properly Restricted (BC-20194)
We’ve fixed an issue in the quote wizard endorsement flow where agents could change a policy’s effective date outside of allowed limits. Agents are now prevented from modifying the effective date to an earlier or otherwise invalid date when processing endorsements. This ensures endorsements follow the correct policy timeline and aligns the workflow with underwriting and configuration rules.
Policies | Line Item Data Validation Prevents Processing Errors (BC-20218)
We’ve fixed an issue where incorrect line item data could cause errors during policy processing.
Line item information is now validated and formatted correctly before being processed, preventing interruptions that could block transactions. This improvement increases system stability and ensures policies can be updated and processed smoothly without unexpected errors.
BriteQuote | Improved Suspension Messages for County and ZIP Code Closures (BC-20274)
We’ve fixed an issue with quoting suspensions that could cause confusing or overly detailed error messages when quoting in suspended counties or ZIP codes.
When a quote falls within a suspended area, the system now displays clear, concise suspension messages instead of listing all restricted locations. This prevents temporary loading issues and makes it easier to understand why quoting cannot proceed.
Claims | Reinsurer Now Available in Accounting (BC-20379)
We’ve fixed an issue in the new Claims experience where reinsurers were not visible or selectable in the Accounting tab. Reinsurers are now displayed and available for selection, matching the functionality previously available in the legacy Claims interface. This ensures recovery-related workflows work consistently across the new and existing Claims experiences.
Data Validation | Prevent Invalid Year Entries (BC-20416)
We’ve fixed an issue that allowed invalid year values (such as “0025”) to be entered and saved, which could cause downstream processing and vendor upload failures.
The system now validates year values correctly before saving, ensuring only valid dates are accepted. This improves data integrity, prevents vendor integration errors, and reduces processing failures.
Claims | Adjuster and Supervisor Email Notifications Restored in New UI (BC-20448)
We’ve fixed an issue where email notifications were not sent or logged when adjusters or supervisors were assigned using the new Claims interface.
Email notifications are now sent correctly and recorded when assignments are made, restoring parity with the legacy Claims experience. This ensures assignment changes are communicated properly and remain auditable.
Quotes API | Validation Errors Returned for Stateless Quotes (BC-20456)
BriteCore fixed an issue where stateless quote creation via API did not return validation errors in API responses. Stateless quotes now return the same clear, actionable validation messages as stateful quotes, making it easier to identify and resolve issues during quote creation..
Credit Score Checks | Vendor Requirement Handled Correctly (BC-20477)
We’ve fixed an issue where credit score checks were still required even after a credit score vendor had been removed. Credit scores are now only required when a vendor is configured. This allows users to rate and submit quotes without errors when no credit score provider is in place, improving flexibility and preventing unnecessary blocking errors.
Claims | Loss Cause Updates Now Reflected in Claims Search List (BC-20497)
We’ve fixed an issue where changes to a claim’s loss cause were not immediately reflected on the Claims list page. Updates to loss causes now display correctly in the list view, ensuring claim summaries remain accurate and up to date. This improves visibility and reduces confusion when reviewing or managing claims.
Create Quote Extended API Returns Clearer Error Details (BC-20528)
We’ve improved error handling in the Create Quote Extended API to provide more specific and actionable feedback. When required inputs are missing, the API now returns detailed error information identifying exactly which coverage or field needs attention, rather than a generic error message. This makes it easier for users and integrations to diagnose and resolve quoting issues quickly.
Claims | JPEG Uploads Restored in New Attachments Experience (BC-20535)
We’ve fixed an issue in the new Claims Attachments experience that prevented JPEG image uploads. Adjusters can now upload photo documentation as expected, restoring a key part of the claims workflow. This fix eliminates delays caused by failed uploads and ensures images can be attached reliably to claims.
Payments | Hide “Agency Sweep” Options for Agents (BC-20556)
We’ve added a new configuration setting that allows administrators to hide “Agency Sweep” payment options from the Agent user interface.
This gives carriers greater control over which payment options are visible to agents, ensuring agents only see payment methods that align with their role, permissions, and business processes. The result is a cleaner interface and a more focused, intuitive payment experience for agents.
Claims | “Email, but Do Not Print” Option Now Works as Intended (BC-20558)
We’ve fixed an issue with Claims Custom Documents where the “Email, but Do Not Print” option was not being honored. When this option is selected, the system will now correctly save the print preference and prevent the document from being printed. This ensures documents are delivered exactly as specified, reduces unnecessary printing, and improves efficiency in claims document handling.
Policies | New Status for Streamlined STP-Approved eSignature Processing (BC-20148)
We’ve introduced a new policy status—PENDING_E_SIGNATURE_STP_APPROVED—to improve visibility and automation during policy approvals. This status clearly indicates when a policy has passed Straight-Through Processing (STP) and is waiting for eSignature completion. By making this stage explicit, the system reduces manual follow-ups, improves transparency into approval progress, and supports a smoother, more efficient policy commitment process.
Custom Deliverables | Installment Billing Statement Generation Restored (BC-20584)
This release resolves an error that occurred when generating Custom Document Templates for Installment Billing Statements. The bug prevented successful generation of these documents, potentially disrupting billing communications and customer notifications. The fix ensures Installment Billing Statements using Custom Document Templates now generate correctly without errors, restoring reliable document production. This improvement enhances billing workflow efficiency, ensures timely delivery of billing statements to customers, and reduces manual intervention required to address generation failures.
Applications | Audit Notes Generated for Application Question Changes (BC-20587)
We’ve fixed an issue where changes to application questions were not generating notes, resulting in missing audit history.
Notes are now correctly created whenever application question answers change, restoring full traceability and audit visibility. This ensures changes are properly recorded and can be reviewed as needed.
Documentation | Brand API Spec Builds Successfully (BC-20602)
We’ve resolved an issue that prevented Brand API specification files with attachments from building correctly.
Documentation builds now complete successfully, ensuring branded API specifications are generated reliably for supported clients. This improves consistency and stability for API documentation delivery.
Applications | Improved Performance on Application Questions Screen (BC-20604)
We’ve fixed a performance issue that caused slow response times when interacting with application questions.
The Application Questions screen now processes changes more efficiently, reducing unnecessary system calls and restoring fast, responsive behavior. This results in a smoother experience and reduced wait times.
Compliance | Financial Antiterrorism Cross-Reference Restored (BC-20625)
We’ve fixed an issue that prevented Financial Antiterrorism (OFAC) cross-reference reports from running due to a certificate error.
Reports can now be requested successfully, restoring access to required compliance checks and eliminating unnecessary blocking errors.
Quotes API | Numeric Inputs Supported in Create Quote Extended (BC-20630)
We’ve fixed an issue that prevented numeric input values from being submitted through the Create Quote Extended API.
Numeric responses are now accepted and validated correctly, allowing quotes to be created without errors and ensuring full support for all question types.
Payments | Improved Handling of Timeout Scenarios (BC-20732)
We’ve improved how the system handles payment timeouts to ensure transaction results are recorded accurately.
When a payment request times out, the system now listens for delayed confirmation updates and reconciles the final outcome automatically. This ensures both successful and declined payments are captured correctly, even when responses are delayed.
These improvements reduce uncertainty around payment status, improve reliability during peak processing periods, and support more consistent payment handling as part of the ongoing Stripe Connect integration enhancements.
Applications | Default Questions Now Apply After Underwriting Rule Changes (BC-20754)
We’ve fixed an issue where default application questions were not applied after certain underwriting rule changes.
When policy details—such as the policy form—are updated, default supplemental questions will now populate correctly. This ensures the application questions reflect the current underwriting configuration and prevents missing or incomplete information during quoting.
This fix improves consistency and ensures required questions are applied as intended throughout the quote process.
Contacts | Login Information Can Now Be Set Correctly (BC-20762)
We’ve resolved an issue that prevented login information from being set on contact records in multi-client environments.
Contact login credentials can now be created and saved successfully, restoring full functionality for user access and portal management. This improvement simplifies onboarding, improves access control, and ensures contacts can log in as intended.
Claims | Clear Error Messages for Large File Uploads (BC-20807)
We’ve fixed an issue in the new Claims experience where large file uploads could fail without any visible error message.
When uploaded files exceed the supported size limit, the system now provides clear feedback to let users know why the upload could not be completed. This helps prevent confusion and allows users to take corrective action—such as reducing file size or splitting uploads—without relying on trial and error.
This improvement makes document uploads more transparent and improves the overall claims experience.
Reporting | Policy Term Expirations Stock Report Fixed (BC-20850)
We’ve resolved an issue affecting the Policy Term Expirations stock report.
The report now runs and displays results correctly, ensuring users can reliably access expiration data for tracking, planning, and reporting purposes.
STP Events | Referred to Underwriting Details Handled Consistently (BC-20912)
We’ve fixed an issue where Straight-Through Processing (STP) referral details were not always returned in a consistent format.
Referred-to-underwriting event details are now provided in a consistent structure across all scenarios, ensuring reliable handling by downstream processes and integrations. This improves stability and prevents errors related to unexpected data formats.
Agent Portal | Replacement Cost Value Updates Now Display Immediately (BC-20915)
We’ve fixed an issue in the Agent Portal where replacement cost values updated by a property lookup did not appear right away.
Replacement cost values now display immediately on the rating screen as soon as they are calculated, without requiring a manual page refresh. This eliminates confusion, ensures agents see up-to-date information, and helps prevent quoting errors caused by delayed UI updates.
Platform | Cache Expiration Handling Corrected (BC-20959)
We’ve fixed an issue with the system’s cache expiration logic that could allow expired values to remain in memory under certain conditions.
Expired cache entries are now properly cleared before new values are stored, ensuring the system always returns current, accurate data. This improvement strengthens reliability and prevents unexpected behavior related to stale cached values.
Reporting | Agency Experience Report Generation Restored (BC-20982)
We’ve resolved an issue that caused Agency Experience reports to fail for some clients.
Reports now generate successfully, restoring access to critical reporting data. This fix also improves system robustness and helps prevent similar issues in the future.
Renewals | Improved Error Notification for Renewal Revisions (BC-21025)
We’ve fixed an issue where errors during renewal revisions were not clearly communicated.
Customers are now properly notified when a renewal revision encounters an issue, making it easier to understand what happened and take appropriate action. This improves transparency and reduces confusion during the renewal process.
Rating | No-Risk Policy Types Now Rate Without Errors (BC-21066)
We’ve fixed an issue affecting policy types that are configured to allow policies without risks or properties.
Quotes for these policy types can now be rated successfully when no properties are present, without triggering state or country validation errors. When a policy does include one or more properties, standard validation rules still apply to ensure the primary property matches the policy’s rating state and country.
This improvement ensures policy types designed to support no-property scenarios behave as intended and allows users to move quotes forward without unnecessary blockers.
Attachments | Folder Move and Edit Actions Restored (BC-21072)
We’ve fixed issues in the new Attachments interface for quotes and policies.
Attachments can now be moved between folders as expected, and editing attachments no longer causes UI errors. This restores full attachment management functionality and ensures documents can be organized and updated without interruption.