Summary
This release delivers significant core functionality updates across the platform, highlighted by a comprehensive automation upgrade to the Commissions application, key performance and stability fixes within the Get Quote 2.0 Engine, and enhanced metadata-driven options for platform configuration. Key improvements focus on eliminating system timeouts during census processing, bulkifying multi-location data retrieval to bypass Salesforce governor limits, and executing an extensive cleanup of legacy setups and deprecated fields.
Action Required
Configuration & Setup
- Renew/Clone Customization Fields Option: Hardcoded logic for cloning and renewing records has been replaced by a new administrator-controlled framework. When a user clicks the Renew or Clone button on a Policy or Service, administrators can now explicitly determine which specific fields should be skipped (left blank) or which linked child objects (such as Covered Individuals) should copy over to the newly generated record. This allows teams to prevent outdated data from carrying forward.
- Clients should be asked if they want the defaults for these new settings to stay active
- Automated Commission Field Mapping: When a user links an uploaded Statement to a Commission Entry, the system now automatically synchronizes seven core fields down to the record level (Statement Date, Amount, Payment Type, Banking Account, Office Location, Check Number, and Date Posted), eliminating repetitive manual entry. Internal page layouts should be reviewed to ensure these automated population points are visible.
- Broker Record Type Enforcement on Statements: For organizations not utilizing automated schedules, the data verification process during a Statement upload now strictly enforces that policies match the correct broker record types to ensure successful data parsing.
Deleted Components
- Commission Payment
- zPaid(DEP)
- Market Request
- Renewal Business Deal (Record Type)
- Premium Package Activation (Setup > Custom Settings)
New Features & Enhancements
Commissions & Statements
- Downloadable CSV Error Logs for Statement Uploads: When importing a large commission statement, if the system encounters bad data or formatting errors on certain rows, it will no longer fail silently or force you to troubleshoot on-screen. Instead, the application now generates a downloadable CSV Error Report named
[Statement Name] - Errors. This file allows users to open the log directly in Excel, view the errors, correct the source data, and quickly re-upload the statement. - Mass Update Search Constraints & Alphabetical Sorting: To improve page response times and prevent browser lags during bulk operations, search results within the Commission Entries Mass Update tool are now capped at a maximum of 1,000 rows per query. Additionally, the results are now organized alphabetically by Account Name by default, allowing users to locate specific client accounts much faster.
Get Quote 2.0 & Census Ingestion
- Carrier-Contact Connectivity (Account Level Reporting): We have established a direct structural relationship between account-level policy data and client account contacts. Users can now build clean reports to extract directories of group contacts filtered precisely by their active medical carriers, streamlining relationship management and carrier-specific communications.
- Automated Census Relationship Mapping: The census uploader now includes automatic data-cleaning rules. If an uploaded spreadsheet references relationship types as “Husband” or “Wife,” the system automatically standardizes them to Spouse. If an entry reads “Dependent,” it is automatically corrected to Child, preventing data rejection errors during ingestion.
- Automated Zip Code Sanitization: Space-trimming routines have been added to the census upload process. The system automatically detects and strips out accidental leading or trailing spaces within Zip Code fields (e.g., converting ” 90210 ” to “90210”), eliminating a frequent cause of upload validation failures.
- Self-Funded Policy Calculations: For Self-Funded business policies, the system now automatically calculates the Expected Members total by actively summing the values entered in the Single, Spouse, Child, and Family input fields, eliminating manual math.
Bug Fixes
Get Quote 2.0 & Census Ingestion
- Multi-Location Census Loading: Fixed an issue where generating quotes for client accounts with multiple physical locations (10 or more branches) caused the page to freeze or time out. The census data now loads rapidly without crashing your browser session.
- Page Summary Plan Removal: Resolved an issue where the quoting engine would crash or throw a generic error if a user attempted to manually remove a plan directly from the Page Summary view.
PATCH 1.158.2
New Features & Enhancements
- Enhanced Census Validation and Alerts: Upgraded the validation mechanism for census uploads. If an operator attempts to upload an empty spreadsheet or a file with corrupted structural formatting, the system halts processing and displays an explicit, clear alert detailing the exact parsing discrepancy.
Bug Fixes
- Dependent Name Resolution: Patched a data mapping issue inside the old census upload tool where dependent child and spouse names from the spreadsheet failed to translate onto the Quote view.
- Statement Import Parity: Standardized data behavior and error messagin between the Statement Upload and the Large Statement Upload features to ensure unified field calculations across all statement processing methods.
- Large Group Census Fix: Fixed an issue where uploading a census file with more than 100 employees would cause the screen to freeze on a green checkmark instead of saving. The system now safely handles large groups without crashing your browser. If you upload a file with more than 50 employees, a message will immediately appear letting you know the group is too large for standard small-group quoting, and a new button will cleanly redirect you to the Market Request record to continue your workflow.
PATCH 1.158.2
Bug Fixes
Commissions & Statements
- Manual Entry Field Duplication: Fixed a visual interface bug where selecting “Check” as the Payment Type on the Manual Entry screen would cause the “Date Deposited” field to duplicate and appear twice on the page. The field now displays exactly once, keeping the data entry workspace clean and error-free.
- Large Statement Ingestion Fix: Resolved a critical uploading error that added an invisible “phantom” row at the end of large statement files. This extra line previously caused validation to fail with a missing policy error, completely blocking users from finishing the upload. The ingestion engine now accurately reads the exact number of rows in your file, allowing large statement processing to complete successfully every time.
