Releases for Sprint - 25G

 

Admin Module

• We can now turn on multi-factor authentication (MFA) for all users when logging in. If you would like this feature, please submit a support ticket

 

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

• Activity notes and attachments will now automatically default to "Private" based on the logged in user's role if no specific user roles are defined in your onboarding sheet. This reduces the risk of unintentionally exposing sensitive content. A new privacy settings configuration has been added to onboarding. Users with the appropriate permissions can still manually adjust visibility settings. If you would like to implement this feature, please submit a support ticket.

 

Admin Module, Gateway Module, Gateway+ & Policy Module

•  We've introduced a new "First Payment Date" field for payments. This replaces the previous separated month and year fields with a single calendar-based date picker, available on issuance or when changing the billing type via policy change. This new field can be governed by a configurable "Payment Offset Days" in Gateway or Gateway+, which can be set from your onboarding sheet. This ensures the first payment date falls within a compliant window relative to the policy start date. The calendar still allows flexible month and year selections, but only within the valid date range defined by your offset configuration. Existing setups remain unchanged unless re-onboarded. The Policy and Finance Modules also remain unrestricted to allow for full flexibility. If you would like to set a "Payment Offset Day" value, please submit a support ticket.

 

Finance Module, Gateway Module, Gateway+, Policy Module & Product Module

• Added support for the "Money Down" field in the "Premium Finance Agreement" (PFA) print definition, controlled by the new "PfaMoneyDownLabel" flag. When "EnableOnDocument" is set to "FALSE," the section is excluded from the PFA output - ensuring compatibility with products that do not support money down.

 

Finance Module, Gateway Module & Policy Module

• Customer 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 as red. Policy tile will be coming soon.
• A new configurable restriction has been added to the Gateway Module "Customer" payments tab and "Change Preferred Payment Day" form, allowing you to limit first and future payment dates based on policy start timing and onboarding-defined grace periods ("GatewayPaymentOffsetDays"). The calendar picker now enforces valid selection windows and disables already-paid months, defaulting to the next unpaid payment. The "Change Preferred Payment Day" form now includes a calendar picker that enforces these rules - disabling invalid or paid months. These enhancements ensure compliant scheduling and prevent brokers from inadvertently settling invalid payment dates, without impacting policy or finance-side customer profiles (no restrictions).

 

Gateway Module, Gateway+ & Policy Module

• Improved form validation experience: when users click the "Continue" button on a multi-step form and there are validation errors, the system now automatically scrolls to the first visible error and highlights it clearly. If the error is inside a collapsed section (e.g., an accordion), the section will auto-expand to reveal the issue. This behaviour ensures users can easily locate and resolve validation errors across all form pages, including the summary and payment sections. 

 

Gateway Module & Policy Module

• The "Additional Interests" search for now displays the full mailing address (street number, street name, city, province, and postal code) directly in the dropdown alongside the name. This enhancement ensures Modular users can accurately identify entities, preventing duplicate entries and streamlining workflows.

 

Intelligence Module

• A new page titled "WIP Time Tracker" has been added to the existing "Work In Progress" report. This page is designed to provide detailed insights into how long WIPs take to transition through key stages of the workflow, enabling more effective tracking, performance analysis, and process improvement. 
• Enhanced workflow visibility: WIP and policy version transition paths with end-to-end journey tracking for both WIP and policy version status changes (e.g., Pending -> Active -> Closed, In Progress -> Quoted -> Issued)
• Partial transition and duration metrics: break down each status change step with average, minimum, and maximum time durations in days/hours/minutes/seconds. 
• New indicators for context: "Is Reopen WIP" indicator identifies WIPs that were re-opened after closure. 
• Visual insights for decision-making including line charts, bar charts, and tabular summary:
  • Average time from pending to next status (monthly trend) - line chart
  • Average time from WIP creation to issued - line chart
  • Average WIP duration by month and transaction type - bar chart
  • Percentage of WIPs closed within 7, 14, 30, and over 30 days - bar chart
  • Tabular summary which was a granular view of transitions, durations, and WIP counts across lines of business

 

Product Module

• Conviction and suspension information for operators can now be added to the application for insurance document
• Multi-select can now be used with attribute questions. However, there is also potential for issues with our validation as attribute tables having a character limit. The character limit is currently 50, so, for example, if someone selects all of the "PlumbingTypes" in the multiselect, then there will be a validation error. Please use the multi-select for attribute questions keeping this in mind. 
• Product designers can now configure the declaration page and/or the quote proposal to show premium and fees or just premium. 
• Product designers can now configure risk coverage pairings to use a weighted rating factor during policy change. This allows for alternatives to equal proration when calculating transaction premium on midterm policy changes.