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Version 2.4.84 Bridge User Guide 2.4.84 Release Notes

Bridge

2.4.84 Release Notes

Version 2.4.84

iTable of Contents

Table of Contents

TABLE OF CONTENTS.........................................................................................I

PURPOSE OF THIS DOCUMENT........................................................................1

2.4.84 CORE ENHANCEMENTS..........................................................................2

Add-ins Now Available from the Reference Menu..................................................2

Cancellation Premium Can Now Be Taken From a Dynamic Field in the Workflow.....................................................................................................................2

Combo Box Column Header Labels Can Be Customized......................................3

New Reinstate and Delete Actions Available for Integration Configurations......4

Home Page Preferences Can Now Be Configured For Other Users.....................4

More Editable-In-Grid Control-Types Can Be Conditionally Made Read-Only.....5

2.4.84 MINOR ENHANCEMENTS AND FUNCTIONALITY FIXES......................6

Enhancements............................................................................................................6

Fixes............................................................................................................................6

INDEX..................................................................................................................10


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Purpose of This Document

The release notes detail new features, enhancements, and fixes to be found in each release of the Bridge platform.


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2.4.84 Core Enhancements

Add-ins Now Available from the Reference Menu

Add-ins are software tools that enable Bridge to work together with other applications such as Microsoft Word and Microsoft Excel.

A new Add-ins page has been added to provide information and installer files for each available add-in. It can be accessed from the Reference menu and selecting Add-ins.

The content of this page is managed separately per licensee. For information about the contents of this page for your version of Bridge, please contact your Oceanwide Representative.

Two new security rights have been created and added to the System Administrator role:

DownloadExcelAddIn allows users to access the Add-ins option in the Reference menu and download content from the Bridge Policy Excel Add-In panel.

DownloadWordAddIn allows users to access the Add-ins option in the Reference menu and download content from the Word Add-In panels.

For more information on add-ins, see the section on Managing Add-ins in the User Guide – Reference and Administration document.

Cancellation Premium Can Now Be Taken From a Dynamic Field in the Workflow

When creating Cancellation transactions, the premium can now be pulled directly from a dynamic field in the workflow instead of using the default prorating method. A Coverage Calculation Methods panel has been added to the Master Cover - Policy Settings page. It allows you to choose between two calculation methods:


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Prorating: This is the default setting and maintains the existing functionality. The refunded premium will be determined by prorating the policy’s premium, taxes and commission using the cancellation’s effective date.

Rule Evaluation: This option uses a set of rules to pull premium values from one or more dynamic fields in the workflow. The premium values can be produced by calculated fields, or brought in from external systems. Multiple rules can bring in values for multiple premium types, including combining multiple values for each premium type. Taxes, fees, and commissions are then applied to each premium type using the existing settings.

Selecting Rule Evaluation is necessary in order to enable the new Rate Rules Evaluation screen which can be selected in the Screens widget of the master cover. This screen allows for the creation and modification of rating rules, which define the dynamic fields to be used for each premium type.

Notes:

Rate rules are not compatible with premium grids and should not be used with any workflow that contains one.

This feature does not support all workflow features, and is specifically intended for use with integration configurations that use a Policy Decisions integration type.

For details on managing rate rules, see the Creating a Rate Rule section in the User Guide - Master Covers document.

Combo Box Column Header Labels Can Be Customized

Combo box column header labels can now be customized. This is useful for providing labels that are more appropriate and user-friendly to the workflow, or when it’s necessary to translate them into another language.

The language file that can be downloaded from the Custom Labels screen will now contain an entry for the header of every Display Column in the Data Source configurations. Display columns are the columns displayed to the user when they view the drop down menu of a combo box. In the language file, the column header’s label can be edited in the same manner as the other labels in the file.

A new Code field has been added to the Add Display Column detail window on the Data Source Configuration Management page. The field is visible once the display column in saved, and contains the read-only code generated by the system. The Code


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field in the Data Source Configuration Management page is now also read-only once the configuration has been saved. These codes are used to identify the configurations in other areas of Bridge, such as the language file.

For details on customizing languages, see the section on Custom Labels in the User Guide – Reference and Administration document.

New Reinstate and Delete Actions Available for Integration Configurations

In order to provide more options for when and how Bridge should interact with external systems, two new actions have been made available to activate integration configurations.

Integration configurations can now be activated when the user creates a reinstatement transaction, or when they delete a transaction. To enable this, Reinstate and Delete have been added as options to the Action drop-down of the Integration Setup panel on the Integration Configuration Management page.

A reinstatement transaction can now enter Incomplete status when:

There is an error with an integration that is configured to activate when a user initiates a reinstatement.

A validation error occurs for a reinstatement transaction in Quoted status.

Note: A reinstatement transaction in incomplete status cannot be quoted. To calculate the quote, the reinstatement that is in incomplete status must first be deleted. The reinstatement must then be re-attempted from the cancellation transaction.

For information on creating integration configurations, see the section on Creating a New Integration Configuration in the User Guide – Product Design document.

Home Page Preferences Can Now Be Configured For Other Users


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When creating or modifying accounts for users and individual assureds, you can now specify which parts of the Home page will be visible to them as default settings. This is useful for having greater control over how the home page is displayed to a user when they login for the first time. They can later change these settings by navigating to their Profile page.

A Home Page Preferences panel has been added to the User Information page. It contains the following options that can now be set as defaults for each user:

Display Welcome Page Content

Display SmartView Panel

Display Submissions/Policies Panel

Display Notes & Follow Ups Panel

For information on managing user accounts, see the Creating a New User Account section in the User Guide – Reference and Administration document.

More Editable-In-Grid Control-Types Can Be Conditionally Made Read-Only

Further control over how a grid can be edited directly is now available. Text Box, Text Box (Decimal), Textbox (Integer), and Drop Down control types that are editable directly in a grid can now be made read-only when another field in the row evaluates to True.

The Read-Only Override field is available to override the Editable in Grid option of controls having the control types mentioned above. This can be configured in the Edit Field detail window of the Fields panel on the Panel Management page.

For more information on editing field behavior at the panel-level, see the section on Creating a New Panel in the User Guide – Product Design document.


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2.4.84 Minor Enhancements and Functionality Fixes

Enhancements

No minor enhancements are included in this release.

Fixes

The system was allowing a cash batch receipt to be posted when it contained an invoice with allocation of zero. The check for a zero-allocation invoice was only being performed for Account Balance Allocation batch types. This has been corrected to apply to all batch types.

Policy transactions showing in the Common Screens widget could sometimes display the wrong policy status. This bug was introduced during a recent fix that improved the performance of the formula evaluator. The code has since been updated to ensure that the correct status will be displayed.

Corrected issue where the Payment Category, Payment Description, and Payment Coverage placeholders were not being populated.

The Distributor Code would sometimes not populate fields that used it as part of a calculated field formula. This was because the system was taking the Distributor Code from a part of the system code that no longer contained it at the moment when calculated fields are evaluated. The system has been updated to ensure that the Distributor Code is taken from the correct part of the code base.

Certain events were not included in the Event Tracking reports. The following events have been added.

General: Create new policy.

Tab workflow: Load Row, Create Row, Save Row, Save and New, Save and Close, Close, Copy Row, Delete Row, Next Screen, and Tab Select.

Form Grids: Create Row, Load Row, Save Row, Delete Row, and Copy Row.


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Policy transactions showing in the Common Screens widget could sometimes display the wrong policy status. This bug was introduced during a recent fix that improved the performance of the formula evaluator. The code has since been updated to ensure that the correct status will be displayed.

When using triggers in calculated fields within a grid, the triggers would evaluate the same for every row. This was caused by the triggers not receiving the row identifiers, and therefore trying to evaluate the entire column. This has been corrected to allow triggers to properly evaluate for each row.

The Application Logs Viewer window would take a very long time to load. This was due to the system loading all data at once. The system now loads the data one page at a time for better performance.

Corrected error that would appear when trying to export data from the Application Logs Viewer window. This feature was not configured properly. This has been corrected, allowing exports.

Some calculated fields would not resolve when creating a new row in a grid after clicking on the Save & New button. This occurred because the system was incorrectly assigning two identifiers to the new row item, which would cause it to be unable to resolve the calculated field’s value at a later time. The code has been updated to prevent two identifiers from being created for a given row item.

A server error could occur when trying to access a policy transaction using the Common Screens widget. This would occur in scenarios where a Custom Status was necessary to display based on result of a calculated field, but the system had not yet made the formula evaluator available to compute this result. The system has since been updated to ensure that the formula evaluator would be available in these scenarios.

A timeout server error could occur when accessing the Earned Premiums report. This was caused by the system using default timeout settings. This was corrected to use custom system settings. If this error occurs, please contact your Oceanwide Representative to modify the custom timeout settings.

A server error could occur when trying to access specific policies in the system. This would occur in workflows where the user would open an existing child grid’s row item, click Save & New, then Save & Close. This caused the system to generate two identifiers for a single row item, which would cause it to crash the next time it had to retrieve that row item from the database. The code has been updated to prevent two identifiers from being created for a given row item.

Compliance acceptance reasons would sometimes not populate calculated fields. This is because the system has more than one identifier for these reasons and was using the wrong one in these cases. The system has been updated to use the correct one.

Compliance rejection reasons would sometimes not populate calculated fields. This would happen in some scenarios where the system would not operate in a mode that considered the Compliance Referred status of the transaction. The system has been updated in so that this status is considered by the system in these cases.

The system error message produced when using the same field in multiple grids was not clear. The message has been improved to provide more information.


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When a validation error would occur while editing a grid in-line, it would sometimes be possible to edit cells in other rows. This was caused by a bug within an older version of the user-interface tools that display the grid. The code for the tools has since been updated so that only the row that has caused the validation error can be edited. Once the cause of the validation error is fixed, the other rows can be edited.

A server error could occur when trying send automatic emails with attachments. This is because certain versions of Bridge had a bug that caused the system to crash when evaluating triggers for email attachments. A fix for version 75 has currently been implemented to correct the issue.

When printing documents that contained premium grids, the Transaction Premium and Term Premium columns would be empty. This was caused by the system incorrectly storing the premium values. Values are now being stored properly, and are available for documents.

Watermarks would sometimes not appear on generated documents for master covers in test mode. This occurred because the code responsible for generating the document’s watermark was not configured to consider master covers in test mode. The code has since been updated to consider master covers in this mode.

Certain printed documents would contain numeric values with incorrect formatting. This occurred because the system was ignoring recently refactored code that applied the correct formatting. The system has been updated to include the correct formatting produced by the refactored code.

Documents generated in the Billing module would not populate placeholders for data from the Policy module. This was caused by mismatched versions of the document management code between the modules. The versions have been updated to the same code.

A system error could occur when accessing a screen for a claim that had been imported through the Bordereaux feature. This occurred because a recent change to the import feature was using the label of option list items instead of the codes, and would convert the labels to lowercase. This has been corrected to use the codes for option list items.

A server error could occur when attempting to view a grid page beyond the first. This was due to a bug in the code that incorrectly referenced the property in the grid that was supposed to show the column data. This code has been corrected to use the correct reference term for the column data.

Requesting a quote could cause a server error. Certain policies with one distributor and multiple coverages had two different Code values for the distributor where there should have only been one. This caused the system to crash when trying to select the proper commission value for the quote. The system has been updated so that only the correct Code value is used for any given distributor.

Users would sometimes be able to enter more characters into a textbox than specified by its Maximum Length. This is because some older versions of Bridge did not support this feature. The code has since been updated to ensure that this feature is fully supported.


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A server error can occur when trying to save a document template in the Claims module that was created in the Policy module. The cause of the error has been previously corrected, but some bad data may remain. If you are experiencing this error, please contact your Oceanwide Representative to have it corrected.

A server error could occur during the calculate quote process in a tab workflow. This occurred because the code was removing a required identifier for a grid row’s parent item that was needed by the formula evaluator to calculate the premium. The code has since been updated to ensure that this identifier is available to the formula evaluator.

Opening a document template could cause a system error or the wrong template to open. This was due to a recent database script that produced incorrect associations between templates and their associated documents. A new script has been run to ensure that all document templates have been associated to the correct document.

Corrected a server error that could occur when trying to send manual emails associated to a claim.

The Adjuster Auto-Assignment functionality was mistakenly disabled by a related enhancement. This has been corrected.

Screen and Panel override configurations were not working in the Claims module. This was caused by the Claims module identifying triggers differently than the Policy module. While this issue has not been completely corrected yet, a workaround is available through system configuration. If you are encountering this issue, please contact your Oceanwide Representative for assistance.

When binding a transaction, an error message may appear about an integration service failing. This could be caused by delays when transferring data to the Billing module. The timeout period has been increased to the system standard, allowing time to complete the process.

Clicking on the Export button in the Export Product panel on the Export / Import page could cause a server error. This would occur in cases where the file size necessary to perform the export operation exceeded certain built-in system limits. The code has since been updated to ensure that large file sizes can be properly accommodated during the export process.

Corrected issue where indexed field data was not being pulled into the claims module. The issue was linked to errors such as detection of duplicate claims and being unable to add custom fields to the claims list.


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Index

22.4.84 Core Enhancements 22.4.84 Minor Enhancements and Functionality Fixes 6AAdd-ins Now Available from the Reference Menu 2CCancellation Premium Can Now Be Taken From a Dynamic Field in the Workflow 2Combo Box Column Header Labels Can Be Customized 3EEnhancements 6FFixes 6HHome Page Preferences Can Now Be Configured For Other Users 4MMore Editable-In-Grid Control-Types Can Be Conditionally Made Read-Only 5NNew Reinstate and Delete Actions Available for Integration Configurations 4PPurpose of This Document 1


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