September 10, 2026

The current release will be deployed to Stage Thursday, September 10th. It will be deployed to Production Thursday, September 17th at 10:00pm CST.

Below are the release notes for the new features and improvements introduced in the latest sprint:

Workbench Features & Updates

• APPS Order Integration: Introduced a brand-new integration with APPS that allows underwriters to order various medical labs for applications directly through the platform. The configuration supports over 40 distinct requirements.
• Team Supervisor Dashboard Enhancements: Integrated two variations of a new task performance tab displaying the "Average Cycle Time by Task" (calculated from task initiation to completion) to collect user design feedback:
  • Task Cycle Time Heat Map: Displays a rolling six-month average with alpha-sorting and tooltips. It expands into a month-by-month historical breakdown.
  • Average Cycle Time Bar Chart: Incorporates a new chart paging approach to manage high volumes of data seamlessly.
• Configurable Dashboard Date Range: Addressed a client request by allowing the dashboard page's date range filter to save on a per-user basis, persisting even after logging out or refreshing the browser.
• Workflow Queue Tile Correction: Fixed a bug on the supervisor dashboard to ensure specific tiles continue showing the full case workflow after a case exits a queue.

Platform Core Updates

• Decoupled Requirement APIs: Streamlined the case requirement notes API endpoints by removing the mandatory account ID parameter from the URLs, using only the client code and case ID. Legacy versions remain supported.
• Configurable Autocomplete Rules: Removed background hardcoding and introduced an autocomplete rule function for workbench requirements. Requirements can now automatically mark themselves complete when evaluating sequence criteria to "true" without requiring human intervention.

August 27, 2026

The current release will be deployed to Stage Friday, August 28th. It will be deployed to Production Thursday, September 3rd at 10:00pm CST.

Below are the release notes for the new features and improvements introduced in the latest sprint:

Platform Core

Fix Invalid Characters in Webhook Jsons

Line breaks weren't being properly escaped when converting mapkeys into JSON files for Event Webhooks. This has been corrected. 

Requirement Status Event Change

A new System Event type is triggered when a Requirement changes status. This can be filtered based on Requirement Status types. 

• Actions supported: Send Email, Send SMS, Webhook, Acord Event Action, Evaluate Case Manager,  Evaluate Workbench Requirement Rules, Evaluate Virtual Mapkeys, Evaluate Workbench Task Rules

Three System Event names were updated for clarification.

• System Event "Note Added" is updated to Case Note Added
• System Event "Status Change" is updated to Case Status Change
• System Event "Status Change - Multi-Select" is updated to Case Status Change - Multi-Select

August 13, 2026

The current release will be deployed to Stage Friday, August 13th. It will be deployed to Production Thursday, August 20th at 10:00pm CST.

Below are the release notes for the new features and improvements introduced in the latest sprint:

UW Workbench

Requirement Note Added Event

Accounts can now trigger automated actions when a note is added to a requirement — currently supported for requirements tied to a LexisNexis Health Intelligence Post Action. When configuring the event, users select the requirement to watch and one or more note tags (Order Status, Order Summary, Task, Channel, Vendor) to determine which notes should fire the event. Supported actions include Send Email, Send SMS, Webhook, Update Requirement Status, Evaluate Case Manager, and several others. Configuration documentation is available here: Requirement Note Added Event – Configuration Guide.

Team Dashboard: Open Tasks Column

The Assigned Cases table now includes an Open Tasks column (to the right of Requirements Received), showing users the count of open tasks per case with an “open” label. Cases with no open tasks show a blank cell, and hovering over the count displays a tooltip listing the specific open tasks — giving users quick visibility into task-level workload without opening each case.

Teams Dashboard: SLA Configuration Banner

When SLA tracking hasn’t been configured, the dashboard now shows a banner in place of the Past Due / Due Today / Due Tomorrow cards, prompting users to set it up. A “Configure SLAs” button (shown only to users with case manager configuration access) links directly to the configuration page, and a “Dismiss Alert” link hides the banner for the session.

Platform Core

Choose Which Tasks to Re-evaluate

Configurators can now target specific Tasks (and Requirements) when setting up an “Evaluate Workbench Task Rules” event action, instead of the action always evaluating everything. A new optional setting lets you select which Tasks the action applies to — leave nothing selected and behavior is unchanged (all Tasks processed); select one or more and only those are processed.

Add Subtitle for Tasks

Case Managers can now add a subtitle to a Task, giving extra context to help identify it at a glance.

Re-assign Tasks on Case Assignment

Open tasks assigned to a case’s current assignee can now automatically transfer to the new assignee when the case itself is reassigned, so nothing has to be manually reassigned. This is controlled by a new account-level toggle (Settings > Workbench > Options > Task Options > “Reassign open tasks on case reassignment”), which is off by default — no change to existing behavior unless a client turns it on.

Update Decision Rule

Users can now control which role is allowed to update an underwriting decision, via a new optional account setting (Settings > Workbench > Options > Underwriting Decision > “Disable Update Decision”). When the rule evaluates to true, the Update Decision button is disabled on the Underwriting tab; when false, it’s enabled. Default: no rule selected — no change to existing behavior.

July 30, 2026

Below are the release notes for the new features and improvements introduced in the latest sprint:

UW Workbench

Team Dashboard: View Tasks on Cases by Member or Account

July 16, 2026

Below are the release notes for the new features and improvements introduced in the latest sprint:

UW Workbench

• Team Dashboard — Page-Level Account Filter: Added the ability to filter the Team Dashboard by account at the page level, making it easier to focus on relevant cases.

Platform Core

• Config Mapkey Search: Added a search function for configuration mapkeys, streamlining the process of locating specific mappings.
• VMK Processor Performance Refactor: Refactored the VMK processor to improve performance.

July 2, 2026

Below are the release notes for the new features and improvements introduced in the latest sprint:

Workbench Updates

• New Dashboard Filters: Users can now filter their subset of cases and tasks on the "My Dashboard" page.
  • Task Tab Filters: Added filtering for account, follow-up date, and date added. Both "Follow Up" and "Date Added" utilize date range selections.
  • Cases Tab Filters: Added filtering for account, status, SLA due date, and created date. Both "SLA Due Date" and "Created Date" utilize date range selections.
  • Enhanced Clear Button: A new "Clear" button is now enabled only when filters are actively selected, allowing users to clear all filters at once.

• Real-Time Dashboard Updates: The "My Dashboard" page now provides real-time updates without requiring a manual page refresh.

• Task Real-Time Updates: Users will see immediate updates when tasks are assigned to them, or when follow-up dates are added, changed, removed, completed, or deleted.
• Case Real-Time Updates: Immediate updates are now visible when a case is assigned or unassigned, or when a case moves between queues. SLA metrics and filters also update in real time.

Platform Core & Integration Improvements

• Address Verification Provider Swap: Swapped the backend address verification service from USPS to Smarty.
  • This change is currently behind a feature toggle and is designed to be backwards compatible, requiring no changes to existing USPS integration configurations, inputs, or outputs.
  • Ongoing work is being done to map Smarty error messages to match historical USPS error messages to ensure existing rules or VMKs that rely on specific error substrings continue to function as expected.

• Performance Improvements: Completed several behind-the-scenes performance enhancements.

• Network Traffic Mitigation: Researched and implemented measures to reduce high network traffic and associated costs.
• Entity Framework Transition: Implemented new testing tools to finalize the transition of removing Entity Framework from the platform. All Entity Framework components are currently turned on in the staging environment.
• Platform Enhancement Spike: Completed an investigative spike to identify additional areas for platform enhancement, with some initial implementations already underway.

June 4, 2026

What's New & Completed

Input 1 Payments Integration

A new payment provider integration is available, Input 1. Input 1 is added alongside Braintree, Primoris, Stripe, and Tranzpay. 

Task Note Improvements

Tasks can now be enabled via a Workbench Settings toggle. 

Task notes support limited formatting. 

Requirement Notes Updates

New layout with boxed notes, includes headers and differentiated background. Note types and filtering will be added with future releases. 

Notes support some limited formatting and linking.  

End Date parameter on search endpoints

The Search API endpoint now includes a modified parameter in the body to help filter cases.

SLA Adherence Chart

The SLA Adherence Chart can now be looked at by Queue or by Team Member.

Average Cycle Time Chart Update

Average Cycle Time can also be run by Team Member.

May 21, 2026

What's New & Completed

UW Workbench

Supervisor Dashboard Updates — The Average Cycle Time - Queues chart now allows the user to toggle between a line graph and a bar chart. 

Supervisor Dashboard Updates — Total Cases by Account is a new tab to let the Admin toggle between cases by member and cases by account.

LexisNexis Health Intelligence

ClientUserID - This was added as an input to the integration. LexisNexis requires that the ClientUserID be unique per order.

HumanID - This was added as an input and an output. This is required for the Cancel integration to work correctly from the Underwriting tab.

Cancel from Workbench - With the addition of Human ID you can now cancel Health Intelligence orders by Canceling the requirement.

APS Status Notifications - APS status changes will now return as requirement status updates on the requirement.

Tasks

API for GET Task States and Notes - A new API exists to get tasks and associated information.

Auto Assign Tasks on Case Assignment - A new toggle under Settings -> Workbench -> Options exists under Task Options. With this toggle on when a case is Assigned or Reassinged any tasks that haven't been assigned will be assigned to the Case Assignee.

Workbench Settings

Suppress Integration on UW Tab - A new self-service option exists to Suppress Integration on UW Tab. This prevents integrations that are run from the Application Workflow from appearing as requirements.

April 23, 2026

What's New & Completed

UW Workbench

April 9, 2026

What's New & Completed

UW Workbench

• KPI: Total Assigned Cases — New KPI metric introduced to track and surface total case counts across a team.

• Average Cycle Time per Account — Added average cycle time per account over last 6 months.
• Task Rules and Notes - Tasks can be created automatically based on business rules.
  Users are also able to add notes on my tasks, so that they can track progress and hand off work without losing context.

Platform Core

• Smarty Zip Code Validation — New integration option for address verification.
• LN Health Intelligence: FHIR Data — Option to return case data with Health Intelligence requests.

March 26, 2026

UW Workbench

SLA Filters on Supervisor Dashboard Supervisors can now filter the Team/Supervisor Dashboard by Past Due, Due Today, and Due Tomorrow cases. Filters can be applied individually or in combination, and selecting them updates the dashboard — including Queue Filters, Assigned Cases, and the Team Table — to show only the matching cases. Case counts are displayed for each filter. Selecting a user in the Team Table also updates the SLA tiles, queue tiles, and Assigned Cases view accordingly.

User Page Sorting Fix Fixed an issue where the User Page was not sorting by Name or Email alphabetically.

Case Manager User Visibility Fix Fixed an issue where Case Managers could see or assign users to a case even when those users did not have access to that account.

Platform Core

Requirement/Task Document Tag Workflow Documents will no longer automatically attach to a requirement if that requirement hasn't been created yet. A new toggle has been added under Account Settings > Workbench > Options ("Automated Mapping Behavior") to control both directions of document-to-requirement attachment behavior.

Add Requirement Fix While Search is Active Fixed a bug where pressing the Add Requirement/Task button while a search was active would break the page and require a reload. The button is now correctly disabled during an active search.

New Role Permissions Three new granular permissions have been added to give administrators more control over user access:

• User Management: Add User — Controls the ability to manually create new users.
• Case Summary: Regenerate Documents — Controls access to the Regenerate Documents feature.
• User Management: Account Assignment — Controls the ability to update user-to-account mappings.

Event Updates Fix Fixed an issue where cases were not correctly entering an Error state when an Export 103 event failed.

MIB Certificate Update Updated the MIB Certificate to ensure continued integration reliability.

March 12, 2026

What We Delivered

UW Workbench

Agent Communication Updates Requirement Status When an Agent Communication is received, the Requirement Status now automatically updates to "Received," allowing the case to be routed to a queue. Additional behavior includes: if a requirement is already complete and a new Agent Communication arrives, the status reverts to Received; if a UW user adds a new communication on a completed requirement, it switches to Ordered. The envelope icon now shows "Mark as read" on hover, and clicking it removes the unread indicator. Once all Agent notes, Agent Documents, and any other uploaded documents are marked as read, the requirement automatically updates to Complete.

Queue Filters on Dashboard Queue filters are now available on the Dashboard, giving users the ability to filter their view by queue directly.

Queue Filter Glitch Fix Fixed a glitch affecting queue filters on the Dashboard.

Platform Core

Removing Questions from Repeat Blocks with Mappings — Fix Fixed a bug where attempting to remove a Question (with Reflexives) from a Repeat Block that had mappings set up (such as Order API or Case Search) would produce a foreign key error and fail. Questions can now be removed from Repeat Blocks without errors. Note: any repeat mappings on Reflexives within the removed Question will not be automatically deleted.

Case Requirement Notes API — searchAllNotes Default Change The default behavior of the searchAllNotes parameter in the Case Requirement Notes API has been updated. Previously it defaulted to true, meaning the most recent note returned could be a system-generated one (such as a status change log). It now defaults to false, ensuring that system-generated notes are never returned unless explicitly requested.

Manage and View Tasks on a Case A new Tasks subsection has been added to the Underwriting Tab on a case, giving Case Managers a single place to view all tasks related to a case — including who did the work and when it was completed. Key capabilities include adding multiple tasks at once, assigning tasks to users with account access, adding follow-ups, and tracking status (Open, Completed, Removed). Completed and Removed tasks appear at the bottom of the list. System notes are generated when a task is assigned, reassigned, or a follow-up is added.

M2M Logins — Least Privileged Access Updated machine-to-machine logins to operate with least-privileged access, improving overall security.

Login Process Updates Made updates to the login process to improve reliability and user experience.

Feb 26, 2026

My Dashboards

Agenium Supports two new Dashboard views; one designed for Underwriters/Case Managers and the other for Supervisors. Both Dashboards leverage Queue SLA dates to help prioritize work. 

Validation Checks on Save Application

A new setting in Setting -> Application allows an account to be configured so that question validation is performed even when exiting a case and leaving it On Hold. 

Agent Communication

Individual Requirements can now be designated as Agent Communication triggers.

This enables a custom modal to allow Notes and Documents to be sent via a Webhook Event. The Webhook Event support custom parameters to include the requirement ID, attachments, and the note. 

USPS Integration Updates

The USPS integration has been updated to align with new API specifications.

My Case History

A new option in the menu bar allows users to quickly view and access the last 10 cases they've opened. This works for single-client users based on a security permission that can be assigned to any role. 

New System Event for Attached Call

New System Events are available for when a call is attached or removed from a case. This allows notifications or billing events to fire.

Add Billing from Events

Billing events can now be triggered through System Events, including the ability to remove billing events. This allows for handling Billing when a case is marked Canceled or Done.

Updated Workbench Settings

A new interface for the Workbench Settings screen makes Self Service configuration easier than ever. It also adds configuration options that were previously only available through a help desk ticket. 

The Options tab includes the Settings that don't pertain to individual requirements.

The Requirements tab lets you easily manage all of your account's requirements. New capabilities include;

• Drag and drop re-ordering of Requirements
• Renaming of requirements is now supported
• Option to set Digital Owl summarization type
• Assign tags for Integration attachments