Releases for Sprint - 25D

Admin Module, Finance Module & Claims Module

• We’ve introduced a new Claim Fee tab in the billing onboarding template that enables users to create journal entries for claim fees based on the "status" of a claim (ie: Closed, Opened, Reopened etc). Please submit a ticket to our support channel if you would like to update your onboarding sheet.

 

Admin Module, Gateway Module & Gateway+

• We've added new branding configuration options for both Gateway and Gateway+, including logo, brand color, footer (left and right), and tagline fields—all manageable through the onboarding spreadsheet.
• You can now also customize the portal name (e.g., renaming "Gateway" to "My Portal") for a fully branded experience across the UI.
• These enhancements make it easier to tailor the look and feel of each portal environment to your organization's identity. Please submit a support ticket if you would like to update your onboarding sheets.

 

Finance Module

• Accounts Receivable Reconciliation column sorting is now fixed and will also sort throughout the pages.

 

Finance Module, Claims Module, Gateway Module & Policy Module

• The Microsoft Dynamics 365 Business integration will now update the payment date in Modular when an invoiced payment is made in Microsoft Dynamics 365 Business

 

Claims Module

• Claims Types are now displayed in the worklist under the claims number.
• Invalidating a claim will now close out any associated reserves.

 

Gateway Module, Gateway+, Policy Module & Product Module

• We have enhanced the Risk Group UI - RiskGroupSelection definition to now include the RenderDataType of currency.  This will allow a $ symbol to render for values in the Risk Group Summary page.
• We've added a configurable "Remove Risk Group" button to the Risk Group and Risk Group summary, allowing users to remove a Risk Group even when the sidebar is hidden. The button label is customizable, and if specified, the same label will be used in the left navigation panel unless it is hidden; otherwise, if nothing is specified the default label will be displayed.
• We've added a configurable "Add Another Risk Group" button to the Risk Group summary, allowing users to add a Risk Group even when the sidebar is hidden. The button label is customizable, and if specified, the same label will be used in the left navigation panel unless it is hidden; otherwise, if nothing is specified the default label will be displayed.

 

Gateway Module & Policy Module

• The Quote Summary page logo will now match the logo being utilized on the Declaration page.
• The Operator selection is now available when using the Start Quote tab for quoting
• Start Quote tab functionality has been enhanced to flow seamlessly from the customer information being added directly into the next stage of the quoting questions. It will no longer force the user to review the customer information a second time.

 

Gateway Module & Stakeholder Module

• Within a Broker Employee form we have improved and unified the broker code search to include office names. Users can now search using any part of the broker code or office name.

 

Intelligence Module

• Changes to the Trial Balance Report:
  • (1) New Tab – "Details by Month": Added a new tab that includes a visual table displaying Journal Entries (JE) by accounting month, broken down into debit and credit amounts.
  • (2) Renamed Tab – "Summary": The existing tab has been renamed to "Summary" and provides a summarized view of Journal Entries by Chart of Account.
  • (3) New Slicer – Sales Province: Introduced a Sales Province slicer to enable filtering based on the sales region.

 

Product Module

• Ability to hide Coverage or Risks from the Coverage box in all documents (Application, Dec Page, Quote Proposal, and Proof of Insurance).  Designers might want this ability if they need a risk or coverage to appear for reporting purposes but not show it on the documents.  If you require this feature in your Product please submit a Change Request Support ticket with details.
• The Application for Insurance has been added to the Print Definition. It can be used to replicate the AFI in the Print tab of the Product Definition and enable another document to transition to the print definition, see the Product Guide for more information.
• The application for insurance has been added to the new print definition and can now be optionally built there rather than using the print tab in the product definition. See the product design guide for more details.
• A new "MultiDropdown" UI element has been added to question pages for product designers to use. See the product guide for more information.
• A question view UI element has been added for the operator component, see the Product Guide for more information.
• The operator selection on an insured can now be defaulted in the product design, see the Product Guide for more information.
• For the operator component, Gender, License Class and License Province now all use the option list, see Product Guide for more information.
• Operator and association fields can now be configured in the product definition, see the Product Guide for more information.
• All rules sheets used by product designers now have tabs for pre and post rules to control rule sequencing in a more granular way, see Product Guide for more information.