Enhancement Release v4.2

Released 17/06/2024

This release contains the following enhancements: 

Bulk Breach Resolution Clearing

Functionality introduced to the existing Breaches UI that will allow Section Administrators to identify and select, more than 1 breach record at a time to update status and comments. This multi select option exists for all Breaches generated from any Rule name.

This functionality is in addition to and does not replace the existing functionality.

Nil BDX unapproved 

Prior to this change, when a bordereau of any type was deleted the associated/marked nil bordereaux that came before it was automatically deleted.  This new functionality will allow a user to individually or multi select ‘in sequence’ associated Nil Bordereaux for deletion

Header changes for QNR mapping 

A wording change to the text contained in the ‘Header row(s) not identified’ error screen.

Existing text

“The header rows in the below sheets have not been found. Please either select the correct header row below or edit the Questionnaire in step 3 so that a different default header row is used.”

Replacement text

“The header rows in the below sheets have not been found or none of the headers identified match the expected headers from the questionnaire used to process this bordereau.”

 

Please either select the correct header row below or edit the Questionnaire in step 3 so that a different default header row is used.  If all of the headers have changed, you can select Edit Questionnaire and use the Reassess Sheet option in Step 3 to resync the new headers. "

Lifecycle error screen wording

New functionality and a text change on the ‘Lifecycle error due to change in use of Risk Inception Date in lifecycle validation’ error screen 

Existing text on last paragraph

"Please cancel and delete bordereau" 

Replacement text on last paragraph

“Please select Edit Questionnaire, return the answer to the question back to 'Yes' and reprocess the Bordereau.”

 

In addition to the above, existing functionality would only allow a user to cancel processing and delete the bordereau. New functionality will allow the user to either ‘Pause’ processing or ‘Edit Questionnaire’ and reprocess the bordereau.

Error Processing UI

A new bordereau tracking UI has been introduced for all users. This UI will allow a user to track all functions in a step sequence as a bordereau is being processed. The tracking UI will display the status of each function as either a success or a failure. Should any function fail then an error message will be displayed. 

In the event of a function failing as a result of a ‘Timeout’, then any user with the ‘Transformation’ role will be given the option to retry this function. 

A 'Revert to upload' button has been made available to the ‘Transformation role’ user for all bordereau statuses even if there is no error or failed function, except for when a bordereau is in 'Approved' status.

Power BI – Insurer Dashboard

Ability for Insurers only, to view key metrics of their DA book via a Power BI Dashboard allowing to drill down / across and filtering – note the Dashboard needs to be requested via CTI and does require security configuration before becoming “live” for end users

 

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