Enhancements
Print All Forms Capability (BC-20980)
A new Always print on endorsement setting within Lines allows users to print all associated policy forms at once when preparing documentation packages, reducing the risk of missing required forms and eliminating the need to open each one individually.
Support Blank Default Values for Loss Fields (BC-19540)
Some loss-related fields in the Quote Wizard's loss history required a default value even when one wasn't appropriate, which could lead to inaccurate data being recorded. Administrators can now configure these fields without a default value, giving users more flexibility during claims entry.
Export Preview Data to CSV (BC-21040)
A new export option in SQL Editor now allows users to download preview results as a CSV file for easier reporting and analysis. Users reviewing query results in the SQL Editor had no direct way to export the previewed data and now they do. This meant data had to be manually copied or recreated in external tools.
Receipt Link Added to Accounts Receivable Page (BC-18300)
A direct receipt link has now been added to the Accounts Receivable page, making it easier to retrieve payment receipts. An email button has also been added to email a receipt directly from the policy’s Accounts Receivable screen..
Claims transaction Filtering and Sorting (BC-18442)
New filtering and sorting options have been added to improve usability within the transaction table within the exposures and accounting tab. Users can now more easily locate and review relevant feedback entries.
Updated Claims Reserve Editing Experience (BC-20564)
Users can now update multiple reserve categories (such as Loss, Legal, Adjusting, etc.) directly within an inline table by entering new values for several categories in a single action. This enhancement restores the efficient workflow previously available in legacy claims and reduces the need to open separate modals for each reserve adjustment..
Ability to view applicable coverages within Claims information (BC-21189)
In the new claims experience, an Applicable Coverages sub-section has been added to the Claim Information tab, providing users with a faster way to review coverages that may apply to a claim. The new sub-section includes a View action that opens a Coverages dialog and supports search.
SQL Editor User Interface Improvements (BC-21611)
Improvements to the SQL Editor interface include an updated layout that enhances readability and provides a more user-friendly experience when working with queries.
Defects
Restore ability to open BriteApps/BriteData Reports (BC-21732)
Access to the legacy BriteApps/BriteData report editor has been restored, allowing existing reports to be viewed, edited, and deleted, including updates to embedded constants required for many reports to function. Report creation remains disabled as BriteCore continues developing a translation path from BriteData reports to the SQL Editor.
“GP” Quick Function available on all pages (BC-21522)
Quick administrative functions now operate consistently across all client environments such as using the keys GP. Improvements were made to ensure these functions operate consistently across all environments. This helps users perform common tasks more reliably.
Explicit Selection Required in Quote Wizard (BC-21409)
An issue where the Quote Wizard automatically applied certain selections without user confirmation has been corrected, ensuring options are explicitly selected before being applied to a quote.
ZIP Code Validation Error (BC-20908)
Valid ZIP codes entered during quoting and policy entry are now accepted correctly.
E-Delivery Invitation Issue (BC-21050)
An issue preventing some policyholders from receiving electronic delivery invitations has been corrected.
Invoice has a wrap on the policy number (BC-21738)
A text wrapping issue that caused policy numbers longer than 15 characters to be cut off on the billing statement stub has been corrected.
Commission Calculation Error (BC-21606)
The commission calculation error that could produce incorrect amounts when an agent change occurred on an endorsement, causing discrepancies in financial reporting and agent compensation records, has been corrected.
Missing revision print Descriptions Corrected (BC-21643)
Revision history entries that previously lacked descriptive information now correctly display activity descriptions.
Contacts Security Issue (BC-20965)
A vulnerability in the Contacts module that allowed Role changes via HTML markup injection has been addressed through improved input validation and safeguards.
Invoice Frequency Reset Issue (BC-20970)
Invoice frequency selections made within the Quote Wizard no longer revert to a default value after being saved.
External Adjuster Selection Issue (BC-21277)
An issue preventing users from selecting an external adjuster when paying a claim has been corrected.
Claims Auto-Assignment Issue (BC-21393)
An issue where claims configured for automatic assignment were not always routed to the correct adjuster has been corrected.
ISO A-Plus Report Retrieval Issue (BC-21519)
An issue preventing users from retrieving ISO A-Plus reports has been resolved.
Tasks Workbench Page Freezing (BC-21164)
Performance improvements prevent the Tasks Workbench page from becoming unresponsive when managing tasks.
Missing Event Logging for Deleted Records (BC-21364)
Audit logs are now properly created when records are permanently deleted.