Releases for Sprint - 25H

Admin Module, Claims Module, Finance Module, Policy Module & Stakeholder Module

• A new field setting has been added to the onboarding template. In conjunction with our previously released feature for "Privacy Settings" on activity notes/attachments and standalone attachments, these two new fields have been added:
  • "Default Private Note" - TRUE or FALSE
  • "Defaults Private Attachment" - TRUE or FALSE

Finance Module

• Fixed an issue where there was an extreme lag in large reconciliations. 
• Wire-on policy search results now display the policy number using a colour-coded indicator to help users distinguish between in-force, lapsed and cancelled versions. In-force policies are shown in blue, cancelled versions in red, and those with no current in-force version in yellow. Future dated cancellations will show as yellow until the cancellation date, at which point it will appear red.

Finance Module, Gateway Module & Policy Module

• A new "Ver Chg Date" column has been added to the work list to display when a policy version transitions to key statuses such as "Quoted" or "Issued." This provides clearer visibility into policy progression timelines alongside existing created and effective dates.
• Policy tile dropdowns now display the policy number using a colour-coded indicator to help users distinguish between in-force, lapsed and cancelled versions. In-force policies are shown in blue, cancelled versions in red, and those with no current in-force version in yellow. Future dated cancellations will show as yellow until the cancellation date, at which point it will appear red.

Gateway Module & Policy Module

• Organizational Additional Interests (e.g., Loss Payee, Mortgagee, Lienholder) are now shared across all brokerages within a Modular client to reduce duplication and ensure consistency. Individual entries - those with first and last names - are excluded from sharing and is configurable. If you would like this feature turned on, please submit a support ticket. 
• The quote summary page has been enhanced for improved readability - discounts and surcharges now appear in a stacked format (one per line) for clarity and consistency with the declaration page. Line spacing and font sizing across coverage sections have been standardized to eliminate uneven gaps and maintain a clean, professional layout. These updates improve visual alignment, and ensures the Quote Summary appears as close as possible to the structure and polish of the final dec page.

Gateway Module, Policy Module & Product Module

• A map has been added to the manual risk location entry screen to assist with finding latitude and longitude information. Using the pin on the map will input the information into the risk location or inputting the information into the risk location will create a pin on the map. Latitude and longitude are also available in rules to manage restrictions by product or risk group.

Intelligence Module

• Created a new report called "Broker Employee Contact" that's available under "Operations." With this report, you'll be able to obtain information for both brokerages as well as contact info for brokers per office. Some of the fields included are:
  • Parent broker office name
  • broker office
  • office name
  • address info
  • broker employee
  • full name
  • effective date
  • contact info for the broker
  • broker province
  • province the broker is liscened in (note that broker employee info will repeat if a broker is licensed in more than one province)
• Created a new cancellation report which will be available in "Underwriting." This report will provide the following summary visuals:
  • Number of cancelled policies by cancellation reason
  • Number of flat cancelled policies by cancellation reason
  • Number of flat cancelled policies, cancelled policies, and policies cancelled for non-payment by product and province
• The cancellation details ill also provide a listing of the cancelled policies for the given period. Some of the fields include:
  • policy
  • policy number
  • legacy policy number
  • insureds
  • term start date
  • term end date
  • cancellation
  • cancellation effective date
  • cancellation type
  • cancellation reason
  • line of business
  • product type
  • brokerage
  • brokerage name
  • broker office
  • broker code
  • province
  • billing type
  • premium prior of cancellation
• The following updates have been completed and deployed to the product environment as part of the change request from HWI:
  • Sales province slicer added to both the summary and detailed broker aging tabs on the broker aging report
  • Sales province slicer added to the AR listing and aged AR tabs of the direct bill aging report
  • Added dependency slicer "Period" to broker aging report - allows users to select either monthly or daily mode:
    • A monthly dropdown or daily continuous slider appears as the "As At Date" slicer
    • the selected date drives the calculation of aged outstanding amounts at 30, 60, and 90-day intervals

Product Module

• A new print definition section has been added, complete with familiar actions like download and void, consistent with other definition types. 
• Vertical scrollbar has been fixed to ensure smooth navigation when viewing long product lists.