IWS Release Notes - February 2015
We strive to keep our products above the industry standard so that your systems remain current and flexible. For that reason, we make continuous improvements to BriteCore's code base. We've been experimenting with a continuous release process, and we'll be shifting to this to better reflect our daily improvements. Rather than waiting for the all-clear of many items to go out in one weekly release, you'll receive continuous updates for code changes going out in the daily release. Items that require full release notes for this month can be found in this section of the BriteWiki.
February 24, 2015
IWS is excited to announce the introduction of System Tags. System Tags is the new and improved version of Vendor Tags. Vendor Tags were originally introduced in BriteCore to accommodate the reporting needs of vendors such as InsVista, ISO and NxTech. The new System Tags add flexibility and ease of use for the user in addition to expanding the uses of the previously used Vendor Tags.
With the expanded ability of System Tags users are now able to create Custom Tags that are specific to their business and pull reports against those Custom Tags. In addition, updating existing System Tags is user-friendly and by utilizing new tools, is very efficient.
All existing Vendor Tags will migrated to the new System Tags and no additional work is needed to keep all current functionality the same in BriteCore.
Included below are a few videos that will help familiarize users with the new interface and options available:
System Tags and BriteData
One of the exciting enhancements with System Tags is the ability for users to pull reports directly against those tags. In BriteData, users can simply select the tag they are wanting to report against when defining the Rules for the report.
NOTE: BriteCore evaluates tag values, in regard to BriteData, once every 3 hours. This keeps processing and load time to a minimum for users and adds to the efficiency of System Tags. This means that if items are tagged or edited, those tags may not immediately be available for selection in a BriteData report.
February 13, 2015
Scheduled for release on February 17, 2015.
Agent Termination Enhancements
IWS has further enhanced the existing ability to terminate agents. Currently, if an agent is terminated it is recommended that their login credentials be removed to disallow their ability to login. It is also currently possible for BriteCore users to assign terminated agents to policies.
With these enhancements, once an agent is terminated by selecting Terminate This Agent in the Contacts module, the agent’s login is immediately disabled and all users are disallowed from assigning the agent to any additional policies. BriteCore will retain the login credentials of the agent and if the agent is reinstated, their previous credentials will work.
It is suggested that you review your list of terminated agents in BriteCore to ensure it is up to date. Once this code is released, any agent that is set as terminated will no longer be allowed to login. You can distinguish terminated agents by filtering for the role of Agent in the Contacts module and reviewing all agents that are flagged.
February 09, 2015
New Billing Schedule Setting
Funded by Bremen
A new setting restricts billing schedule changes for Agents and external users to the renewal period. When enabled, the setting prohibits Agents and external users from changing a policy’s billing schedule Mid-Term, allowing the billing schedule change to occur only between the Renewal Invoice bill date and due date.
Important Notes About This Setting:
- It is located in Settings > Modules > Policies > Policy LifeCycle > Billing > Options.
- ‘Agents and external users’ refers to billing schedule changes from the Agent Portal and the Secure Checkout page, where electronic payments are made.
- This setting applies to the Renewal Invoice only. The expectation is that new business flows through BriteQuote where the billing schedule is set and the first invoice is (typically) paid. As such, restrictions on changing the billing schedule for new business is unnecessary.
- The logic for this setting follows these parameters: if today’s date is between the Renewal Invoice’s bill date and due date, the billing schedule can be changed by Agents or external users. Otherwise, the billing schedule cannot be changed by these users.
- Internal staff have complete control over when the billing schedule can be changed.
- This setting is contingent upon the selections made for the Display Options within the setup of individual billing schedules. If you have chosen to not show certain billing schedules in the Public Gateway or Payment Sweep, those billing schedules will continue to be disallowed at all times.
If I do not show billing schedules in the Public Gateway or Payment Sweep should I use this new setting?
- This setting is designed to allow agents and external users access to some or all of your billing schedules (depending on which ones you allow), and only be able to change the billing schedule at renewal. If you want Agents and external users to change the billing schedule but only at renewal then this setting should be enabled.
How might I use the new setting in conjunction with the current setting?
- Let’s say you offer the following billing schedules: Annual, Semi-Annual, Quarterly and Monthly Auto-Pay. And, right now, you don’t allow Agents and external users to change the policy’s billing schedule.
- However, you want Agents and external users to be able to choose from Annual, Semi-Annual and Quarterly but only at renewal. To accomplish that, you enable the new setting described above.
- You offer the Monthly Auto-Pay but do not want Agents and external users to choose that billing schedule once a policy is issued. To accomplish that, check the boxes to not display this billing schedule in the Public Gateway or Payment Sweep using the current settings.