IWS Release Notes - June 2016

From BriteWiki
Jump to: navigation, search

June 28, 2016

NxTech Suppor Tool - PR3995 For clients who use NxTech for agency download, a new support tool will assist with editing incorrect files. To access the tool, select Support Tools from the Dashboard footer bar and choose Correct a NxTech Report.

[File:NxTech_SupportTool.png]

On the form, select the report date, input individual policy numbers and choose the appropriate transaction code for each. Once all of the data on the form is complete, select Update Report and wait for a confirmation. The updated file will be picked up in the next nightly processing batch.

Read More

June 27, 2016

Relaxed Requirements for New Contacts - PR4138

In Settings > Modules > Contacts, users can specify which fields are required when adding new contacts to the system. Previously these requirements applied to both Named Insureds and Additional Interests. With this change these requirements will only apply to Named Insureds.

Read More