New Features and Enhancements

Unified Report Filename Generation with Parameter Format Support (BC-22627)

BriteCore standardized how generated report filenames are produced. Reports now consistently support the <<$Param.{format}>> token, allowing users and configurations to control filename formatting from a single source of truth across stock and custom reports.

PolicyBuilder Line Item Limit Errors Can Be Bypassed (BC-22445)

BriteCore added the ability to bypass PolicyBuilder errors that prevented users from saving when line item limits were exceeded. Authorized users can now proceed past these errors when business rules allow, reducing friction in policy configuration workflows.

Improved Effective Date API Endpoint Performance (BC-22344)

BriteCore optimized the retrieve_effective_date API endpoint, reducing response times for screens and processes that depend on it. Quote retrieval, endorsement workflows, and any view that resolves a policy effective date now feel noticeably faster.

Policy Legal Report by County Available as a SQL Editor Stock Report (BC-22339)

BriteCore added the Policy Legal Report by County to the SQL Editor as a stock report. Carriers can now run and tailor this report directly from the SQL Editor for self-service legal and county-level reporting, with automated parity testing against the legacy Excel version.

Policies Can Be Rewritten with Earlier Effective Dates (BC-22307)

BriteCore now supports rewriting a policy with an effective date earlier than the original. This gives carriers and underwriters greater flexibility when correcting backdated coverage scenarios that previously required manual workarounds.

Court Lookup Configuration List for Claims Disputes (BC-22076)

BriteCore introduced a configurable Court Lookup list for use on Claims Disputes. Administrators can now maintain the list of courts that adjusters select from when documenting a dispute, ensuring consistent values and easier reporting.

To Export Column Restored on the Return Premium Queue (BC-22071)

BriteCore restored the To Export column on the Return Premium Queue. Users can again see and act on items flagged for export directly from the queue, eliminating the need to drill into individual records to verify export status.

Updated Name Population Behavior for Organizations (BC-22066)

BriteCore refined how an organization's name is populated across the application. The displayed name now follows the configured organization naming rules consistently, reducing discrepancies between screens and downstream documents.

Search Claims Attachments by Attachment Type (BC-21865)

BriteCore added the ability to filter and search Claims attachments by Attachment Type and code value. Adjusters can quickly locate the right document, such as a police report or estimate, without scrolling through the full attachment list.

Claim Adjuster Information Now Displayed on the Dispute Tab (BC-21818)

BriteCore now surfaces the assigned Claim Adjuster on the Dispute tab, pulling the value from the main claim Information screen. Adjusters and supervisors handling disputes can immediately see ownership without switching tabs.

Cause of Loss Carries Over to Bifurcated Claims (BC-21814)

BriteCore now copies the Cause of Loss from the originating claim to any bifurcated claims created from it. This ensures consistent reporting and removes a manual data-entry step for adjusters working with split claims.

System Tags Included in Claim Payment Notes (BC-21787)

BriteCore now appends selected System Tags to the Note generated when a claim payment is made. The resulting payment note carries the same tagging metadata as other claim activity, improving auditability and reporting.

Download All Reports Option on the Agency Commissions Page (BC-21784)

BriteCore added a Download All option to the new Agency Commissions page. Users can now retrieve every available commission report in a single action, replacing the prior workflow of downloading reports one at a time.

New Support Tool to Suppress City, County, and ZIP Combinations (BC-21739)

BriteCore introduced a Support Tool that allows authorized users to suppress specific City, County, and ZIP combinations. This addresses cases where a ZIP code resolves to a county that should not be offered for that address, giving admins a self-service way to correct the mapping.

Claims Supervisor Added Automatically When Adjuster Is Assigned (BC-21619)

BriteCore now automatically assigns the appropriate Claims Supervisor whenever an Adjuster is added to a claim. The supervisor relationship is maintained without manual intervention, reducing missed assignments and supporting downstream review workflows.

Setting to Limit Adjusters and Supervisors to One per Claim (BC-21618)

BriteCore added a configurable setting that limits each claim to a single active Adjuster and a single active Supervisor. Carriers that operate under this policy can now enforce it at the system level rather than relying on procedure.

Unified Accounting Tab Replaces Separate Exposures and Accounting Tabs on Claims (BC-21524)

BriteCore consolidated the Exposures and Accounting tabs on a claim into a single unified Accounting tab. A new "View Accounting For" dropdown lets adjusters switch between a Claim Level view (Overview, Recoveries, Transactions) and an individual exposure view (Coverage and Exposure Information, Losses Details, Recoveries, Transactions). All existing functionality, including creating, editing, and viewing exposures, deductible overrides, recoveries, and transactions, is preserved in the new layout.

Improved Rating Factors Lookup Performance (BC-20591)

BriteCore optimized the query that loads rating factors during quoting and rating. Pages that depend on rating factor resolution, including the quoting wizard and policy issuance flows, now load and rate measurably faster.

Accounting Detail Report Available as a SQL Editor Stock Report (BC-19662)

BriteCore added the Accounting Detail Report to the SQL Editor as a stock report. Carriers can now run and customize the Accounting Detail Report directly from the SQL Editor, expanding the catalog of self-service stock reports.

Edit Exposure Details Without Deleting and Recreating the Exposure (BC-18454)

BriteCore now allows users to edit key details on an existing exposure, including associated claimant, exposure type, coverage, description of loss, and date of loss, without deleting and recreating the exposure. Existing validation, audit history, and business-rule restrictions on exposures with related payments continue to apply.

Bugs (Fixes)

Billing Schedule Changes Now Regenerate Installments (BC-22673)

BriteCore identified and resolved an issue where modifying a policy's billing schedule did not trigger regeneration of the underlying installments. Updated installment plans now reflect the new schedule immediately after the change is saved.

Application Questions Now Save in the Quoting Wizard (BC-22590)

BriteCore identified and resolved an issue where answers entered for Application Questions in the Quoting Wizard were not persisting. Responses are now saved correctly and remain available across sessions and quote revisions.

Write-Offs and Waives Report Now Includes Waives From Prior Revisions (BC-22550)

BriteCore identified and resolved a defect in the Write-Offs and Waives stock report where waives posted on prior policy revisions were dropped. The report join was corrected from a term-level association to a revision-level association so all qualifying waives appear in the output.

Removing an Additional Interest No Longer Deselects the Agent (BC-22493)

BriteCore identified and resolved an issue where removing an Additional Interest from a policy unexpectedly cleared the selected Agent. The Agent selection is now preserved when Additional Interests are added or removed.

Default Bill Whom Set Activity Note Now Attributed to the System (BC-22478)

BriteCore identified and resolved an issue where the Default Bill Whom Set activity note was credited to the end user who triggered an unrelated action. The note is now correctly attributed to the system, restoring an accurate audit trail.

Support Tools Page Now Displays All Available Tools (BC-22472)

BriteCore identified and resolved an issue that caused the Support Tools page to render only the Manage County Suppressions for a ZIP entry while hiding all other tools. The full Support Tools list is now displayed to authorized users.

Rating No Longer Errors When Driver License Status Is Missing (BC-22348)

BriteCore identified and resolved a rating error caused by a missing driver_license_status attribute on the safe driver fallback path. Quotes now rate successfully when this attribute is not present, falling back to the configured default behavior.

Vehicles Wizard Page No Longer Issues Duplicate Rules Calls (BC-22343)

BriteCore identified and resolved a watcher feedback loop on the Vehicles wizard page that caused duplicate rules and run calls. The page now issues a single round of rules execution per change, improving responsiveness and reducing server load.

Vehicles Wizard Startup Now Avoids Duplicate Data Fetches (BC-22342)

BriteCore identified and resolved redundant startup fetches on the Vehicles wizard, including duplicate calls for billing schedule, vehicles, and watercrafts data. Initial load time is reduced and downstream rendering occurs sooner.

Report Status Page Rendering, Export, and Ordering Improvements (BC-22325)

BriteCore identified and resolved several defects on the Report Status page, including incomplete rendering of the report list, broken export_data downloads, and inconsistent ordering across sections. The page now renders the full list, downloads complete successfully, and ordering is unified.

Vehicles Wizard No Longer Crashes When Risk Types Are Undefined (BC-22322)

BriteCore identified and resolved a regression where the Vehicles wizard component crashed when a policy type's supportedRiskTypes value was undefined. The component now handles this case safely and renders without error.

Select a CAT Button on the First Notice of Loss Screen Now Works (BC-22321)

BriteCore identified and resolved an issue with the Select a CAT button on the First Notice of Loss (FNOL) screen. Users can again open the catastrophe selector and assign a claim to an active catastrophe event.

Improved Performance on the Agent Policy List (BC-22320)

BriteCore identified and resolved an N-plus-one query pattern in the policy list retrieval path that caused two to three second delays for agents. The agent Policies list now loads consistently within expected timeframes.

Premiums Receivable Trial Balance Report Now Supports Net Commission (BC-22195)

BriteCore identified and resolved a failure in the custom Premiums Receivable Trial Balance report caused by a missing Net Commission entry in the TransactionType enumeration. The report now recognizes and includes Net Commission transactions, allowing the report to generate successfully.

Check Number Now Displayed in the New Claims Experience (BC-22175)

BriteCore identified and resolved an issue in the new Claims experience where the check number on a claim payment was not displayed. Adjusters can again see and reference the check number directly within the new interface.

Stripe Duplicate Payment Issue Resolved (BC-22046)

BriteCore identified and resolved an issue that allowed a Stripe payment to be processed twice for a single transaction. The payment flow now guards against duplicate submissions and reconciles correctly with Stripe.

Agent Quote Now Enforces Straight-Through Processing After Effective Date Changes (BC-21932)

BriteCore identified and resolved a defect where switching an Agent Quote to a newer Latest Effective Date could bypass Straight-Through Processing (STP) and submit the application without the required checks. STP rules are now reapplied whenever the effective date is changed.

Pre-Authorized Payment Schedule Now Handles Missing Payment Methods Gracefully (BC-21890)

BriteCore identified and resolved an application error that occurred when previewing or generating Pre-Authorized Payment Schedules for non auto-pay policies that had no payment method on file. The flow now displays a clear validation message instead of failing with an error.

Copy Effective Date No Longer Fails on Underwriting Rule References (BC-21878)

BriteCore identified and resolved a foreign key constraint error that occurred during the Copy Effective Date workflow when underwriting rule effects referenced a custom error code. The copy now completes successfully and preserves the underwriting rule effect references.

CLUE Reference Now Displayed in Generated Dynamic Documents (BC-21730)

BriteCore identified and resolved an issue in the Dynamic Documents Generator where the Comprehensive Loss Underwriting Exchange (CLUE) reference was missing from the output. The CLUE reference is now included in Dynamic Documents that consume it as a token.

Claims Description Field Updates Now Persist After Edit (BC-21646)

BriteCore identified and resolved an issue where updates to the Description field on a claim did not persist or reflect on screen after editing. Description edits now save reliably and update the displayed value immediately.

New Support Tool to Recover Broken Dynamic Documents (BC-21511)

BriteCore identified and resolved a class of broken Dynamic Documents produced during a Dynamic Documents Generator outage by introducing a new Recover Broken Deliverables tool under Support Tools. Authorized users can identify affected Dynamic Documents and trigger regeneration in bulk.

360 Valuation Link Dropdown Now Selectable by Agents (BC-21366)

BriteCore identified and resolved an issue where the 360 Valuation link dropdown could not be selected by agents. The dropdown now opens and accepts selections for all user roles authorized to view it.

Claims System Tags Now Persist After Selection (BC-21182)

BriteCore identified and resolved an issue where Claims System Tags appeared to disappear after selecting and saving an alphanumeric tag. Selections are now persisted reliably and the tag continues to display on the claim.

HSB File Upload Failures Resolved (BC-20726)

BriteCore identified and resolved an issue that prevented certain HSB-related files from uploading. The upload path now accepts these files and persists them to the associated record as expected.

Sweep Account History Report Retrieval Restored (BC-20646)

BriteCore identified and resolved an issue where agents could not retrieve the Sweep Account History report. The report now generates and downloads successfully for users with the appropriate permissions.

Scheduled Items Table Alignment Corrected on the Agent Interface (BC-19142)

BriteCore identified and resolved a layout issue on the Agent Interface where the Scheduled Items table columns were misaligned. Columns now line up with their headers across the screen widths agents commonly use.

Admin Alerts Now Trigger on Per-Risk Excess Reinsurance Contracts in Claims (BC-19127)

BriteCore identified and resolved an issue where Admin Alerts did not trigger on Per-Risk Excess Loss reinsurance contracts within Claims. Configured alerts now fire as expected when matching claim activity occurs against these contracts.

Installment Billing Dynamic Documents No Longer Generate as Zero-Byte Files (BC-22315)

BriteCore identified and resolved an issue where Installment Billing Dynamic Documents could be produced with a zero-byte file, leaving recipients without a usable document. The generation path now validates output before completion and produces the full document reliably.

Failed Generation Alert Email Now Includes Policy Number and Installment Details (BC-22052)

BriteCore identified and resolved an issue where alert emails sent for failed Dynamic Document generation omitted the policy number and installment information, making the messages difficult to act on. The alerts now include the relevant policy and installment context so support teams can respond without additional lookup.

InsVista HO and BG File Extracts Now Include All Daily Entries (BC-22557)

BriteCore identified and resolved an issue where the InsVista Homeowners and Business extract files reported only a single entry for a given processing date instead of the full set. The extracts now include every qualifying record for the period.

Save Button Now Enables When Report Settings Are Modified on Initial Load (BC-22548)

BriteCore identified and resolved an issue where the Save button on the report settings screen remained disabled when changes were made immediately after the page first loaded. The button now becomes available as soon as a setting is modified, matching expected behavior.

Save Button on SQL Editor Reports Now Enables After Modifications (BC-22545)

BriteCore identified and resolved an issue in the SQL Editor where the Save button could remain disabled after a report was modified, blocking users from saving valid changes. The button now activates correctly when modifications are made.

Commission Statements No Longer Stall in Pending Status (BC-22476)

BriteCore identified and resolved an issue where multiple Commission Statements could remain stuck in a Pending status in the report queue. Statements now progress through generation and appear as expected in the completed list.