0Table of Contents

Version 2.4.85 Bridge User Guide 2.4.85 Release Notes

Bridge

2.4.85 Release Notes Addendum

iTable of Contents

Table of Contents

TABLE OF CONTENTS.........................................................................................I

PURPOSE OF THIS DOCUMENT........................................................................1

CORE ENHANCEMENTS.....................................................................................2

Selecting or Creating Clients From a Custom Screen in the Workflow................2

MINOR ENHANCEMENTS AND FUNCTIONALITY FIXES.................................3

Enhancements............................................................................................................3

Fixes............................................................................................................................3

Bridge User Guide 2.4.85 Release Notes Addendum

1Minor Enhancements and Functionality Fixes

Purpose of This Document

The release notes document for each new version details new features, enhancements, and fixes to be found in each release of the Bridge platform. Some changes are patched to previous versions, and are detailed in this Addendum document.

Bridge User Guide 2.4.85 Release Notes Addendum

2Minor Enhancements and Functionality Fixes

Core Enhancements

Selecting or Creating Clients From a Custom Screen in the Workflow

The client for a submission can now be selected or created through custom fields in the workflow. These can be used in place of the standard select/create client pages, or as an additional method of handling the client data.

To start, a new setting is now available in the master cover. The Client Selection in New Submission Workflow field now has an option for Within the Workflow. Selecting this option bypasses the select/create client pages, allowing client management to be handled through the workflow.

A set of resources have been created to support this new approach. A built-in screen can be added to the workflow, or the component panels, fields, and lookups can be used in a custom screen.

For more information on these built-in resources, see the Appendix C - Built-In Client Management Components section of the User Guide – Product Design document.

The Assured Lookup web service has also been updated as part of this enhancement. In order for it to work with any data source configuration, the following two hidden fields must be added to the workflow, and two Output to Fields configurations must be implemented.

The AssuredUserId and InsuredCompanyId fields must be added to the screen containing the Assured Lookup.

Output to Field configurations must be created to save the Assured User Id to the AssuredUserId field and the Insured Company Id to the InsuredCompanyId field.

For more information on the Assured Lookup, see the Web Service List for Data Sources section of the User Guide – Product Design document.

Bridge User Guide 2.4.85 Release Notes Addendum

3Minor Enhancements and Functionality Fixes

Minor Enhancements and Functionality Fixes

Enhancements

No minor enhancements.

Fixes

A server error would occur when publishing a workflow that made use of a Shared Workflow. This has been corrected. This fix was introduced in version 2.5.100.

When trying to make an online payment, the payment amount could appear as zero and it would not be possible to complete the payment. This has been corrected. This fix was introduced in version 2.5.100.

The Policy Term Outstanding Amount placeholder could return the wrong amount. This would occur when traces of duplicate invoices were found in the system. This has been corrected. This fix was introduced in version 2.5.100.

A server error could occur when clicking Save or Save & Close from the Rate Rule window. This has been corrected. This fix was introduced in version 2.5.100.

Description Activity Conditions Correction Fixed in Version

Server Error Import Submission Having Guid in Parent and Child Grid Items.

This has been corrected.

2.5.101

Server error caused by incompatible version of 3rd party DLL used by SmartView.

Bug occurs when the user tries to access any page that has a SmartView panel.

This has been corrected.

2.5.101

Bridge User Guide 2.4.85 Release Notes Addendum

4Minor Enhancements and Functionality Fixes

Some fields on the response have this string at the end of the value "
 ".

Import submission by calling ImportSubmission WebService.

Provide assured information for at least one of the following: Client or primary contact first/last name, Client email.

This has been corrected.

2.5.101

"Code already exists" message presented when selecting an existing user.

Selecting a client from the Assured Search Combo Box.

A client has been previously selected.

This has been corrected.

2.5.101

Errors are returned saying the Distributor, Assured Country, and State codes are not valid.

Calling ImportPolicy service. There's assured information in the payload.

This has been corrected.

2.5.101

Blank screen and JavaScript error.

Select Next on the submission screen.

The workflow contains a date field where the user manually enters a date that starts with 0 and is later than the current date, such as 01/01/2018.ANDOn selecting Next, a data validation is triggered forcing the user to return to the same screen.

This has been corrected.

2.5.102

EHO Download a file from an external link when accessing a custom portal.

A custom portal is setup. An external link is added

in the portal configuration. The external link contains

a file link (any type - word/jpeg etc.).

The link is configured to be shown to users having specific security roles only.

A user with at least one of the valid security role logs in to the portal.The user clicks on the external link from the top menu to

This has been corrected.

2.5.102

Bridge User Guide 2.4.85 Release Notes Addendum

5Minor Enhancements and Functionality Fixes

download the file.The user gets an error in the modal that pops up to download the file.

The Replace() function does not properly replace values from a multi-select or include-exclude list.

The following formula should replace the | characters with comas in the string of pipe-separated selections from the multi-select field.$Replace([[MultiSelect:label]])

Issue is only when replacing on a multi-value field such as a multi-select or include/exclude list.

This has been corrected.

2.5.102

The Renewal link is missing from the Actions widget.

Access the Actions widget in a Bound transaction.

The term and transaction are eligible to be renewed.

This has been corrected.

2.5.103

Bridge resources are deleted, such as Lookup Tables, Quotes, etc.

Deleting a transaction. When a transaction has the same resource id as any existing bridge resource, deleting the transaction can also delete the resource.

This has been corrected.

2.5.103

The Active checkbox to define the status of a panel is not being saved.

Attempting to activate or deactivate a panel by toggling the Active checkbox in the Panel Management page.

Applies to all panels once they have been created.

This has been corrected.

2.5.103

Latency experienced Setting the Master Cover from Test to Live.

When licensees have many submissions (>100 K).

This has been corrected.

2.5.103

EHO when trying to change insured ID after a policy was quoted.

Changing the insured from the workflow.

Policy must be quoted before changing the insured.

This has been corrected.

2.5.102

Security right ChangePolicyDistributor is not available.

Assign a security right to a security role.

This has been corrected.

2.5.108

Renewal transaction bind process failed due to

Binding a renewal transaction. This has been corrected.

2.5.108

Bridge User Guide 2.4.85 Release Notes Addendum

6Minor Enhancements and Functionality Fixes

errors in the Billing module.

Stays on General Information page rather than navigating to Select or Create Client.

Clicking Select Client when creating new transaction.

This has been corrected.

2.5.107

System error (An Error Has Occurred)

Uploading Payment Receipts with excel files.

Error occurs after the user uploads over 100 files.

This has been corrected.

2.5.109

Bridge User Guide 2.4.85 Release Notes Addendum

Copyright Notice

Copyright © 1998 - 2018 Oceanwide Canada Inc. All Rights Reserved.

All material in this document and on this website are protected by copyright and intellectual property laws and are the property of Oceanwide Canada Inc.

No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission from the owner Oceanwide Canada Inc. Printed and published in Montreal, Quebec CANADA.

Trademarks

All trademarks, registered trademarks and service marks in this document are exclusive to Oceanwide Canada Inc.

Disclaimer

The publisher Oceanwide Canada Inc. and authors specifically disclaim any responsibility for any liability, loss, or risk; whether corporate, personal or otherwise in whole or in part of which; is incurred as a consequence directly or indirectly of the application use; or reliance on or any of the contents of this document (documentation).