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

 

During our routine pre-release testing of version 4.9.0 last Tuesday our testing team identified an issue with the new document storage which we deemed as being too unstable to push to the live system. Since then we have been working tirelessly to improve the stability of this feature, and are now confident it's ready to be released. We are therefore going to be rolling out v4.9.0 and v4.9.1 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 supportdesk.durell.co.uk.

 

2021-06-08 (v4.9.1)

• It's now possible to collect deposits defined by the selected Close Premium Finance rate using your annual payment provider, these deposits are still reported to Close meaning that the first instalment is collected a month after the deposit collection (was previously 7 days when selecting a nil deposit CPF rate).
• Renewal email templates defined to be sent to the lead will now correctly be sent to the lead email address during the renewal automation process.
• We've improved the styling of enrichment's on the Admin Dashboard, and the "still saving" message on the quote and buy screens. 

2021-06-01 (v4.9.0)

• Major - CFS now supports the upgraded document storage mechanism coming in the next release of the Durell back office. 
• Major - when cancelling a whole policy which includes addons which have previously been removed via MTA with a new cancellation effective date which is prior to that of the MTA the system will automatically calculate and apply a refund to back-date the partial addon cancellation. 
• ARF field names in merge fields have been corrected by removing the $ prefix from their field names - this was causing issues with Word previously leading to the values not being populated at document generation. 
• You can now resend EDI messages that are based on triggers.
• API clickthroughs using the "Edit" link can now optionally open automatically "unlocked" when using guaranteed quotes - simply tick the "CT Unlock" option on the API key editor.
• Fixed bug where viewing a purchased policy would result in the insurer selected being un-linked from a policy which further lead to issues when trying to MTA.
• EDI filenames now contain end date, and custom formats can be applied to all dates in the filename.
• You can now define different formats for dates in the EDI message body.
• Account set overrides defined at currency level are now correctly applied at posting.
• EDI messages for addon removal MTAs now correctly include the policy value transaction rather than addon (to match new business events) - addon breakdown values are still available in the transactions output.
• Commission percentage overrides applied at new business / renewal are now automatically applied (and locked) at MTA.
• Custom variables displayed in calculation notes now using the DP option defined.
• Shared filters no longer cause issues when the user who shared the filter is deleted from the back office. 

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