Release Notes - 2024-8-29

The current release will be deployed to Stage Friday, August 30th. It will be deployed to Production Thursday, Sept 5th at 10:00pm CST.

The current release contains bug fixes as well as updates to customer integrations. The integrations include a Rate Quote system and an APS Provider. 

Release Notes - 2024-8-15

The current release will be deployed to Stage Friday, August 16th. It will be deployed to Production Thursday, August 22nd at 10:00pm CST.

The current release contains bug fixes as well as changes to setting up Integration Requirements for the Workbench. No generally available new features are included in this release.

Integration Requirements

Previously, when adding an integration to a case as a Post Action the integration would automatically appear as a Requirement in the Underwriting tab.

With the new release integrations will not automatically appear, but they can be configured in Settings -> Workbench. 

Release Notes - 2024-8-1

The current release will be deployed to Stage Friday, August 2nd. It will be deployed to Production Thursday, August 8th at 10:00pm CST.

The current release contains bug fixes as well as in progress work towards the Summarize Evidence feature. No generally available new features are included in this release.

Release Notes - 2024-7-18

The current release will be deployed to Stage Thursday, July 18th, at 10pm, CST. It will be deployed to Production Thursday, July 25th at 10:00pm CST.

Automatically Summarize Evidence

A toggle has been added to have a Requirement automatically trigger Summarization when Ordered.

 

Revisions to Workbench Settings

As part of the above changes the Requirement table has been updated with a fixed header and a better layout to display more Name, Rule and Integration information.

 

Assign Names to Actions

When adding an Action a custom name can now be added. This name appears throughout the system (Rule and Mapkey screens, Underwriting Workbench Requirements, etc). This allows Actions that are used multiple times to be more easily distinguished (Rx check for Applicant vs spouse, Rate Quote by Premium vs. Face Amount). 

VMK Performance

Improvements were made to reduce unnecessary evaluation of virtual mapkeys. This should lead to performance improvements across accounts. This feature is behind a feature toggle and will be rolled out to individual accounts as needed. 

Case Manager Evaluation Improvements

A bug was causing the overnight batch job to not re-evaluate all cases for Case Manager queues. Changes to the nightly job will improve performance of this action.

 

Release Notes - 2024-7-3

The current release will be deployed to Stage Friday, July 5th, at 8:30 am, CST. It will be deployed to Production Thursday, July 11th at 10:00pm CST.

Manual Summarization in the Workbench

Select SUMMARIZE within the Requirements document modal to send an attached document to one of our summarization partners. Contact us if you are interested in learning more about this feature.

Summarization status is shown under the requirement status on the Workbench

Release Notes - 2024-6-20

The current release will be deployed to Stage Thursday, June 20th, at 10pm, CST. It will be deployed to Production Thursday, June 27th at 10:00pm CST.

Underwriting Notes in Case Notes

Underwriting Notes now appear on the Case Notes tab. Requirement specific notes currently will not appear.  

If you're using the Hidden Notes feature, Hidden Notes will not appear in the Case Notes tab. 

Redesign of Add Requirement Configuration

Adding a requirement now has a Type selection to select between a Manual requirement and a Section requirement. 

The table of active requirements has also been slightly modified to incorporate the new elements.

Associate Underwriting Requirement with Integration

A Manual Requirement can now be associated with certain integrations. This allows Summarization to be ordered on the Requirement Documents.

Update Production MIB Certificate

We had to update a certificate used to authenticate with MIB. This updated certificate is already in place in Production.

Release Notes - 2024-6-6

The current release will be deployed to Stage Thursday, June 6th, at 10pm, CST. It will be deployed to Production Thursday, June 13th at 10:00pm CST.

PURL Login Behavior

A fix was made so that after completing a pURL case a user is signed out from the Applicant user account used to complete the pURL case. This allows for pURL links to be used by Agents and other users with separate user accounts. Previously, the Applicant user would become the active session, prevent the agent or user from accessing the rest of the platform.

Rate Quote and Illustrations

A new integration has been added to retrieve Rates and Illustrations from a third party provider. Contact your account manager or the helpdesk for more information.

Release Notes - 2024-5-23

The current release will be deployed to Stage Thursday, May 23th, at 10pm, CST. It will be deployed to Production Thursday, May 30th at 10:00pm CST.

Underwriter Workbench Efficiency

Manually added requirements can now be marked Completed, without needing to be Ordered or Received. This feature is behind an account toggle. The default behavior of needing to Order and Receive requirements remains in place for all existing accounts.

Release Notes - 2024-3-28

The current release will be deployed to Stage Thursday, March 28th, at 10pm, CST. It will be deployed to Production Thursday, April 4th at 10:00pm CST.

Document Generation Enhancements

Notification

A new system event "DocGen Complete" can be configured in Events. This allows a webhook or other notification to be sent. 

Unsigned Document Endpoints

A new API endpoint allows a client to find signature fields on a Document Envelope. This allows clients to grab documents and complete document signing in other platforms.

API

Additional enhancements were made to support connections to Agenium through APIs.

Release Notes - 2024-2-29

The current release will be deployed to Stage Thursday, Feb 29th, at 10pm, CST. It will be deployed to Production Thursday, March 7th at 10:00pm CST.

Third Party Integrations

Additional enhancements were made to support third party integrations.

API

Additional enhancements were made to support connections to Agenium through APIs.

Release Notes - 2024-2-1

The current release will be deployed to Stage Thursday, Feb 1st, at 10pm, CST. It will be deployed to Production Thursday, Feb 8th at 10:00pm CST.

Audit 

Agenium is continuing work on Audit functionality. This feature has been deployed to Production for MRS and Agenium users. Ask the helpdesk or your account manager if you would like to be involved in piloting this feature. New features developed this sprint include:

• Edit an audit name
• Edit an audit goal
• Add new account versions to an existing audit

Release Notes - 2024-1-18

The current release will be deployed to Stage Thursday, Jan 18th, at 10pm, CST. It will be deployed to Production Thursday, January 25th at 10:00pm CST.

Audit 

Agenium is continuing work on Audit functionality. This feature has been deployed to Production for MRS and Agenium users. Ask the helpdesk or your account manager if you would like to be involved in piloting this feature.

Group Cases

While creating an audit, select to group by Assigned To User, Created By User, or Completed By User. This allows Auditors to target specific groups of users when selecting cases from the audit pool. 

Select Future Dates

Audit Date ranges can now include future dates. 

Refresh

Users with a role including AuditRefresh permission can add cases to an audit by Refreshing. The Refresh will add any new cases to the pool based on new cases, dates, or rule criteria. It will not remove any cases that are already part of the pool.

Release Notes - 2024-1-4

The current release will be deployed to Stage Thursday, Jan 4th, at 10pm, CST. It will be deployed to Production Thursday, January 11th at 10:00pm CST.

Audit 

Agenium is continuing work on Audit functionality. This feature has been deployed to Production for MRS and Agenium users. Ask the helpdesk or your account manager if you would like to be involved in piloting this feature.

The Audit feature now allows users to select a range within the audit dates. This allows Auditors to filter down and focus on a smaller set of cases. While viewing a filtered date range you can't select additional cases for audit. 

When creating a new audit the date range can be based on case Created Date or case Completed Date.

Improved Application Signature Process

For third party signing integrations, performance has been enhanced and messaging improved to reduce issues caused by agents and applicants refreshing active sessions. These features are behind a toggle in Settings and will be rolled out to customers using third party signature features over the next few releases.