April '24 Increment Release notes
System Wide
✨ Added AIP info on Endorsements page in AIP Sync tab
@marin.ladovic
We’ve introduced additional information about the AIP being used on the Endorsements page’s AIP sync tab for matched operations. Simply click on the info icon in the "Status" column in Summary to access this information, enhancing clarity and transparency.
🔧 Improvements
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🐛 Fixed the issue where the primary agent was not displayed as a contact on the PDF report. Now, when accessing the PDF report, only the first two primary contacts will be displayed. If there are more primary contacts, they will not be included in the report. This fix applies to both DRP and LRP reports in all versions (detail and summary). @marin.ladovic
LRP
✨ Introducing Report by Operation
@luka.trdina, @filip.cogelja
We’ve introduced the Operation Overview Report, integrated into the Management Report in a separate tab.
This feature provides users with a consolidated view of all operations in one place per agency, complete with filtering flexibility, resettable filters, customizable columns, summarized data, and Excel export capability.
✨ Improved Calendar Year Filter
@maja.pilipovic, @marin.ladovic
We’ve introduced enhancements to the Calendar Year filter on the Endorsement page to improve the filtering experience for users. Now, users can filter endorsements based on the months in which they will end, providing greater flexibility and accuracy in data retrieval. Additionally, we’ve renamed the filter to "Calendar Year-Ended Endorsements" to reflect its updated functionality. This change ensures that endorsements are filtered by End Date, rather than Sales Effective Date, as it was previously.
🔧 Improvements
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🐛 Fixed the issue where BFR/VRH discount prices were not displayed correctly on the Active Endorsements tab and AIP sync tab as the data was incorrect due to wrong information from AIP. Now, BFR/VFR subsidy is correctly applied, and the amount of subsidy and producer premium is accurately displayed on active endorsements, AIP sync, main table, and info table. @mislav.sirac
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🐛 Fixed the issue where the LRP Detailed Report incorrectly displayed the End date. Now, the date displayed in the PDF Report is corrected and matches the one displayed in the Endorsement List, ensuring accuracy and consistency. @marin.ladovic
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🐛 Fixed the issue where the sales closing time for weekends was incorrect. Previously, when hovering over the "Coverage request" button in the Premium Quoter of the LRP insurance plan on Monday mornings, the displayed text was inaccurate. LRP sales are now consistently closed the next day at 8:25 AM CT, regardless of the day of the week.
DRP
✨ Insured Shared Percent
@maja.pilipovic, @marin.ladovic, @mislav.sirac
We’ve introduced a new field called "Insured Share Percent" for DRP Coverage requests and Endorsements. This new field is designed to hold a percentage value between 0% and 100%.
We’ve added the "Insured Share Percent" field to DRP operation preferences and made it editable in both "Add Endorsement" and "Request Coverage". Additionally, the data for this field is correctly displayed in active endorsements, AIP sync, and coverage requests.
✨ Improved Equivalents Calculation for Class III and IV on PDF Reports
@maja.pilipovic, @marin.ladovic
We’ve refined the calculation logic to ensure accurate equivalents between Class III and IV on PDF reports, specifically targeting the calculation of the Effective Hedge Ratio. This adjustment applies exclusively to the Effective Hedge Ratio and is implemented across both the Detail and Summary DRP PDF reports. Total Milk Marketings is incorporated into Detail report.
🔧 Improvements
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🐛 Fixed the issue where the Probability of Positive Indemnity and Probability of Positive Net benefit were incorrectly displayed as 0% on the Premium Quoter tab when selecting the Probability of Indemnity checkbox and ''Show All Quarters''. Now, both values are displayed correctly, resolving the discrepancy. @marin.ladovic
LIA Mobile app for iOS
@patrick.ruzman
Exciting news for our mobile app users!
We’re thrilled to introduce a new feature: Account Preferences. Now, within the app, you can access and customize your account information and defaults, DRP and LRP price report settings, Theme preferences, Face ID toggle for enhanced security, and version check functionality.
