Releases for Sprint - 25P

Claims Module, Finance Module, Gateway Module, Policy Module & Product Module

• Rules can now add or remove optional and default fees at both policy and risk-group levels, while mandatory fees remain fixed. If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request. 

Gateway Module & Policy Module

• Fees now appear on the Floating Quote Summary at both the product and risk-group levels, including a collapsible fee breakdown and a policy-level card showing total premium and total fees. If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request

Gateway Module, Policy Module & Product Module

• The disclosure letter now uses the new print-definition functionality, providing improved spacing and formatting while continuing to respect existing document settings and workflows. The designer can now configure the transaction type that the Disclosure Letter generates (i.e. Renewal, Change). If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request. 

Policy Module

• Risk Group fees can now be configured directly in the admin onboarding sheet, allowing for more precise setup before a policy is issued. When purchasing a policy, users can manage these fees on the payment page based on their type. Mandatory fees are system added and cannot be removed, though they can be revised. Default fees are system added but can be removed, revised, or re added, while Optional fees are not added by default and can be added, revised, removed, or re added by the user. 

Intelligence Module

• A new dimReserveTransactionType dimension was added to the presentation schema in the claims datamart. Possible values in this dimension are:
  • Not Applicable AUTOMATIC_DECREASE INCREASE AUTOMATIC_INCREASE PAYMENT_INCREASE DECREASE PAYMENT PAYMENT_REVERSED SETUP
  • Claims that do not have reserve transactions will have a value of "Not Applicable"

Release Date: December 17th, 2025