Here's a summary of the things we've been working on in the last few weeks

 

We're going to be rolling out the latest version of CFS today, should you have any questions about these new features or how bug fixes have been implemented please contact daniel@durell.co.uk, or create a support ticket at support.durell.co.uk.
 

2020-10-06 (v4.7.4)

• Major improved stability of all routes to ensure more reliability of the site when access concurrently. 
• Major added transaction locking to events when transactions are underway to prevent data mutation. This new feature is accessed via the new "Lock events when transactions are underway" option in the quote setup and is currently being beta tested. If you would like to take part in this test program please notify olaf@durell.co.uk. 
• Major the quote type filter in the admin dashboard is now passed correctly to the MI feed to prevent exteranouse loading times with filtered big data sets and the query function is no longer based on the selected filter date type, this ensures when "Take-up" is selected you can still search for quotes which have not been purchased yet. 
• It's now possible to duplicate fields in the admin dashboard export builder.
• The aside screen (with useful docs, quote ref, etc.) now locks to the screen when scrolling.
• The addon block in EDI messages now includes pre-selected addons automatically.
• The design of the MI "quilt" on the policy and renewal dashboard has been improved for better clarity. 
• Added p_GrossDiscount and p_InsurerVAT fields to policy export.
• Fixed "Exclude adjustment from income" option in policy dashboard.
• Policy and renewal dashboard MI chart will now always start on the first date from the filter, rather than the first date with values.
• Export from policy dashboard no longer renders across multiple lines incorrectly.
• Renewal dashboard feed overlaid with CFS renewal data now correctly includes the IPT and Net values.
• Values sent to Close Premium Finance and Sanctions Search lookup from address fields mappings are not properly encoded.
• Improved performance of api route functions by disabling profiler logging.
• Added go-live requirements for Premium Credit integration. 
• The note input is now required in the Refer to Underwriter modals. 
• If a premium is hidden from the client with a REFER outcome (i.e. screen shows POA) and that premium is subsequently referred to the underwriter and accepted the premium will be shown to the client.

You will see these new changes available on the live site from around 1PM. If you host CFS on your own AWS instance changes will be active a little later, in line with usual release timeframes. Should you wish to not receive the update for your instance please notify us before 12pm.

Regards,
The CFS Team