New Features and Enhancements
SQL Editor Terms of Service Sign Off (BC-17418)
Every SQL Editor user is prompted to accept a Terms of Service acknowledgment before running queries. Acceptance is recorded per user so the prompt does not reappear on subsequent sessions until the Terms of Service is updated.
State Field on the Policy Search Screen (BC-20666)
The policy and claims search screen now includes State as a filter, allowing staff to narrow results by the policy’s geographic U.S. state without exporting or scripting the query.
Commission Adjustment Reason Codes (BC-23071)
The commission accounting data now includes a reason-code column, and a new Commission Adjustment Reasons quick code was seeded with Correction, Bonus, and Chargeback so adjustments can be categorized consistently for reporting.
ICD Per Injury Diagnosis Code Persistence (BC-23161)
Injury diagnosis codes selected on a claim exposure are now persisted per injury rather than only at the claim level, enabling more precise medical coding on multi-injury claims. Available in Vendor Integrations.
Grouped Location and Building Display on Legacy Property Screens (BC-23388)
BriteCore now groups **Locations** and **Buildings** on the legacy property screen, matching the agent experience to maintain parity between both screens.
Group aware Add and delete functions on Location and Buildings on Legacy Property Screens (BC-23389)/(BC-23390)
Users on the legacy **Property** tab and **Risks** step can now add or delete a **Location** or add a **Building** directly, with group-aware controls that maintain parity between the screens.
Duplicate Address Detection Across Locations (BC-23391)
The legart that supports quick correction while still allowing intentional duplicates when needed.
Validation Error Rule Applied to Every Vehicle and Property (BC-23650)
A Validation Error rule effect now applies to every vehicle or property on a quote, rather than only the last one processed, so multi-risk quotes surface every applicable validation error at once.
Secured Online Payment Guard for Unsubmitted Policies (BC-23771)
The Secured Online Payment page now rejects payment attempts on Unsubmitted policies, closing a gap where a payment could be applied before the policy was in a state to accept it.
Get Policy Type Forms Now Traverses Sublines (BC-23854)
The get_policy_type_forms endpoint now returns forms attached to line items nested under sublines, matching the visible form layout in the administrative interface.
XactAnalysis Missing Information and Cross Dataset Rules (BC-23756)
The XactAnalysis integration now sends missing information updates back to the vendor and applies rules across the vendor's other datasets, keeping records synchronized when a claim is updated after the initial send.
Expanded Lifecycle Notice Configuration for Underwriting Cancellations and Non-Renewals (BC-23888)
Lifecycle notice settings now support configurable periods of up to 180 days for underwriting-related cancellations and non-renewals.
Improved Non STP Quote Submission Performance (BC-23706)
Quote submissions that fall out of straight-through processing now dispatch to the background worker queue, improving submission response time on complex quotes that require review.
Bug Fixes
Property Valuation Review Workflow Reset on Revaluation (BC-23914)
When a property is revalued after underwriting approval, the review workflow state is now reset so that the revised valuation goes through review rather than binding on the previously approved verdict.
Rejected and Ineligible Policies Included in Contact Policy Lookup (BC-23723)
The policies lookup now includes Rejected and Ineligible policies attached to a contact, so downstream integrations no longer see empty results for a contact whose only policy was declined.
Property Grouping Structural Improvements Across Legacy screens (BC-23890)
The Suspensions map now loads on the legacy property screens alongside the grouped Location and Building presentation, closing a gap where the map did not appear on affected policies.
360Value RCV Update Rating and STP State Refresh (BC-23711)
A 360Value replacement cost update now refreshes the rating and STP state on the associated policy, resolving the second half of the earlier fix so downstream review and rating reflect the returned replacement cost.
Retrieve Tasks Sort Stability and Filter Correctness (BC-22723)
The retrieve_tasks endpoint now uses a stable sort order and correctly applies the due-date filter, fixing pagination inconsistencies and preventing rows from being silently dropped.
Quote Wizard TigerCQ Rating Errors (BC-22626)
Errors surfaced by the TigerCQ integration inside the Quote Wizard were resolved, so quotes involving the affected integration can complete without the previous vendor error interrupting the wizard.
Policy Term ERP Item Display (BC-22684)
Extended Reporting Period items on a policy term are now displayed correctly, restoring visibility on carriers that offer ERP coverage on affected lines.
Legal Entity Type Selection for Organization Contacts (BC-22876)
Organization contacts now support a Legal Entity Type selector including LLC, S Corp, C Corp, Sole Proprietor, Trust, and Estate, replacing the free-form entry that previously required cleanup for reporting.
Attachment Preview After Upload (BC-22919)
Uploaded attachments now render in the preview panel immediately after upload, resolving cases where users had to refresh the page to see a document they had just added.
Guard Against Time Based SQL Functions in Query Validation (BC-23624)
The validate_and_execute_query path now rejects time-based SQL functions such as SLEEP and BENCHMARK, removing a read pattern that could negatively impact reporting performance.
Claim Status Change Configuration Loading (BC-23635)
A configuration lookup failure that prevented claim status changes on certain claims was resolved. The workflow service now initializes with the expected configuration and status changes complete as expected.
Claims Processing Page Item Amounts (BC-23636)
The Claims Processing page no longer raises a type error when a claim has no item amounts. The page now renders and remains usable in that state.
Retrieve Tasks Pagination Lower Bound Validation (BC-23681)
The retrieve_tasks endpoint now validates that page size is greater than zero, preventing an unbounded response when a caller passes zero for the page size.
Policy Wizard Organization Lookup by Tax ID (BC-23718)
The policy wizard organization contact lookup now searches by Tax ID or FEIN, and no longer incorrectly searches by Social Security Number or restricts matches to individual contacts. Organization duplicate detection now works as expected.
Additional Interests Save on the Classic Policy Information Tab (BC-23987)
BriteCore resolved a regression that prevented saving a mandatory Additional Interest from the classic Policy Information tab because of a hidden validation list. The save flow now succeeds as expected.
Report Status Export Column Display (BC-23790)
The Export column on the Report Status page now displays the correct export state instead of a placeholder, so users can identify at a glance which report runs have exports available.
ADP Report Company Code Update (BC-23745)
A carrier-specific Automatic Data Processing (ADP) report was updated to use the correct Company Code required by ADP, restoring successful ingestion of the report by the vendor.
EZLynx and BriteQuote Intake Phone Number Handling for Co Applicants (BC-23794)
The intake path from the EZLynx and BriteQuote integrations was rejecting quotes when a co-applicant had no phone number, because of an ungated validation change. Phone-number validation is now gated correctly and the intake accepts these quotes.
InsVista S3 Prefix Directory Creation (BC-23768)
InsVista vendor writes now succeed when their S3 prefix does not yet exist. The prefixes for InsVista uploads and deliverable zip files are now created on demand.
Unified Quote Engine Performance (BC-23769)
New write-free quote pipeline and the generate_quote and get_quote_schema API endpoints are now available. Legacy quote endpoints are flag-gated and routed to the unified engine, producing consistently faster quote generation and reducing database write load.
Payment Eligibility Pending Status Match Precision (BC-23831)
Payment eligibility logic that checked for a Pending status no longer also matches Pending E-Signature. The two statuses are now distinguished, so payment eligibility is only granted when the payment itself is pending.
Public Save Billing Schedule Validation and Secure Checkout Visibility (BC-23868)
The public saveBillingSchedule endpoint now validates the schedule it accepts, and Secure Checkout no longer displays unpaid invoices to visitors who are not eligible to pay. Both paths now enforce their respective access rules.
Closed County Quote and Policy Suspension on the Rating Path (BC-23872)
Suspensions for closed counties are now enforced on the rating path, closing a gap where a quote or policy could still rate successfully in a county that had been closed for new business.
Payment Transfers from the Payment Log Now Work Reliably (BC-23893)
We've resolved a bug that could cause payment transfers to fail. When using the Transfer button in the Payment Log to move a payment to another policy, the action could return an error and leave the payment on the original policy. Transfers now complete as expected and are recorded on both policies.
Get Claim Photos and Coverages by Claim Number (BC-23907)
Calling get_claim by claim number now returns the correct photos and coverages, resolving a case where the response was built from an empty claim ID and produced unrelated data.
Reinsurance LAE Amounts on the Recoveries Summary (BC-23910)
The Recoveries Summary on the merged Accounting tab now includes reinsurance Loss Adjustment Expense recovered and expected amounts, closing a gap where those figures were absent from the summary.
Refused New Business Signature Type Persistence (BC-23938)
A new business bind that is refused no longer persists a signature type on the revision. Refused binds now leave the signature-type field clean, so downstream re-quotes do not carry a stale value.
Payment Transfer Duplicate Key on Integration Instance (BC-23915)
Payment transfers that carry an integrationInstanceId no longer fail with a duplicate-key error. The transfer now proceeds and the integration reference is recorded once.
SQL Copilot Copy to Editor Button Availability (BC-23941)
The Copy to Editor button in SQL Copilot now appears on generated SQL responses, restoring the one-click path from a copilot suggestion into the SQL Editor.
BriteQuote Risk Builder Read Only Field Icon Alignment (BC-23983)
The information icon on read-only rating fields in the BriteQuote risk builder no longer overlaps the field label. Read-only fields now render with correct spacing.
Report Copilot Britedata Translation Openpyxl Error (BC-23800)
The openpyxl engine error that could interrupt a Report Copilot Britedata translation was resolved, so translations complete successfully.
Nightly Settle Batch Vendor TSR Failures (BC-23767)
Three distinct per-vendor Transaction Settlement Report failures that caused the nightly settle-batch cron to fail on certain configurations were resolved. The nightly job now completes without the SafetyNet retries that previously masked the underlying issues.
NOT INCLUDED - INTERNAL
Mock Credit Report Organization Save Error (BC-23500)
Saving an Organization while the End-to-End Mock Credit Report flow was active no longer fails, restoring the ability to create organizations during a mock-credit-report review.
Billing Engine Core and Billing State History Viewer (BC-22417)
BriteCore addressed the initial rollout gaps in the Billing Engine core and the Billing State History viewer, along with follow-up hardening identified in code review, so the engine now produces the state history expected by billing reviewers.
Concurrent Policy Creation Deadlock on Revisions Contacts (BC-23678)
Concurrent policy creation no longer deadlocks on the placeholder row in the internal revisions contacts table. Simultaneous new-business creates now proceed without blocking each other.
NOT INCLUDED - AI
MCP Test Identity Selection Across Permission Scopes (BC-23560)
The BriteCore MCP now supports testing as identities other than the Okta-authenticated administrator, so reviewers can exercise the MCP under different permission scopes.
Rules Copilot Simulation of a Newly Created Rule (BC-21195)
After creating a rule in Rules Copilot, users can now simulate the rule against representative policies from the same session, confirming behavior before publishing.
Underwriting Workbench Tasks Module (BC-22855)
A new Underwriting module was introduced with a dedicated Tasks tab, giving underwriters a purpose-built workspace to triage and act on assigned work rather than mixing tasks into general dashboards.
Templates Copilot Resolves Allowed Item Names on Context Change (BC-23119)
Templates Copilot now re-resolves the list of allowed item names when the policy, policy type, or location changes mid-session, so suggestions match the currently selected context.
MCP Tool Descriptions Clarified for Routing and Error Behavior (BC-23408)
Tool descriptions on the public MCP surface were revised to document error behavior, defaults, and routing distinctions across all tools, so external integrators can select the right tool without trial and error.
Lines Copilot Subline Duplication on New Item Creation (BC-22991)
When Lines Copilot creates new line items under a specific subline, the resulting build no longer contains duplicate sublines. A single subline now holds all items created against it.
Lines Copilot Policy Wide Lookup on Line Items (BC-22995)
Copilot-created line items that reference a policy-wide or property-wide line (for example, Inflation Guard) now correctly apply that lookup during rating, resolving cases where the reference silently did not take effect.
Report Copilot Out of Token Fallback Message (BC-23871)
Report Copilot now shows a clearer fallback message when a response is truncated because of a token limit, so users understand why the reply stopped and what to try next.
Policy Copilot Credit Score Category Only (BC-23444)
The Policy Copilot summary now displays only the credit score category rather than the raw score, aligning the summary with underwriting privacy requirements.
Claims Copilot Line of Business and Party Scoped Insights (BC-23449)
Claims Copilot insights are now scoped to the relevant line of business and to the parties involved in the claim, so insights no longer fire for unrelated lines or for non-parties on the claim.
Claims Copilot Summary User Interface Refinement (BC-23526)
The Claims Copilot summary was cleaned up to remove a redundant heading area, giving the AI-generated summary more room and reducing visual clutter on the claim overview.
SQL Editor Plan Only Query Analysis (BC-23544)
A new preview_sql_plan API endpoint returns a plan-only analysis of a SQL Editor report, allowing users to inspect the query plan without executing the query. This is useful for spotting expensive scans before running a long report.
Quote Copilot Number Input Categories and User Input Rate Tables (BC-23626)
Quote Copilot now supports Number Input categories and User Input factor and rate tables, enabling copilot-authored quotes on more of BriteCore's rating primitives.
Remove Automatic Generation of Claims and Policy Copilot Summaries (BC-23795)
Claims and Policy Copilot summaries and insights are no longer generated automatically. Users now trigger generation on demand, reducing background AI cost and giving users control over when a summary is refreshed.
MCP Boundary Error Handling and JSON RPC Compliance (BC-23400)
Error responses on the MCP boundary now use consistent, typed envelopes that conform to JSON-RPC and no longer leak validation internals, giving integrated tools a stable error contract.
Public MCP Quote Wizard Tools (BC-23826)
The public MCP surface now exposes Quote Wizard tools, allowing external tooling and integrations to progress a quote through the Quote Wizard flow programmatically.
Promote Subjectivity Definitions (BC-22393)
BriteCore resolved an issue that prevented promoting Subjectivity definitions between environments, allowing subjectivities to move through the standard promotion flow with other configuration.
