What is new in Exergy release 27.1

Enhanced Recurring Claims

This enhancement enables you to store additional deductions on recurring claims (annuity claims) in order to pay third parties as part of your claims process. A user can maintain a list of allowed additional deduction institutions. For each of these institutions, the user can specify the following values: 

- Type - Primarily used for GL account extract mappings
- Minimum and Maximum allowed deduction amount (optional)
- Minimum and Maximum allowed term (optional)
- Minimum Start Date
- If a payment reference number must be captured, such as the medical aid number. If not captured, the claim reference number will be used on payments.
- If this entry is available for selection – entries cannot be deleted, just made inactive. 

When capturing annuity income information, the user can now select one of the above institutions and specify additional deductions. The fields captured are: 

- Reference number
- Amount
- From and To Date
- Bank Account – if the institution has only one account, it is selected by default. 
 
A flag on contract level enables or disables this functionality, needs to be set by a configurator.
 
When creating the claim: 

- Claim starts off with a gross claim amount.
- Tax amount is calculated and deducted.
- Internal premium is calculated and deducted.
- Additional deductions are loaded as beneficiaries and deducted.
- Remainder is paid to the normal beneficiaries on the claim, using the specified beneficiary split. 
 
142674: Commission Owner Alterations 

Added the ability to do commission owner alterations.

142706: Transaction Rollbacks and Claims

The ability to rollback fees was replaced with the ability to rollback and forward all transactions on a policy. It also includes the ability to fire claim impacts to units and premium balance for claims movements.

143383: Integration Address Validation
 
After logon, when the user navigates to the home screen, the integration addresses configured are compared with the key type, and if we find a discrepancy, the user is informed that there is an error.

Key type:

- Production required all integration addresses to have active address - 3
- Support and Test - 2 
- Development and internal test - 1 
 
143651: Negative Imports 

Enabled negative imports to work consistently with what positive imports do when encountering a paid-up policy. If a policy is paid up, and the flag ApplyPremiumWhenPaidUp is set, positive as well as negative amounts will be applied to the policy. If the flag is not set, positive and negative amounts will be allocated to suspense.

143793: Bulk Lapses in Batch Processes

Added a menu item under System Admin for Batch Processes. Under that we added the menu item for Bulk Lapses which will allow the user to import a file with a specified header to lapse a list of contracts. The bulk lapse process will attempt to lapse the contracts on a policy using the movement date and lapse reason as specified in the file and will mark any entries with specific error codes if the contract was unable to be lapsed. Any excess balance in the premium group will be refunded per contract.

143854: Independent Recurring Claims Renewal 

Added the ability to renew recurring claims independently from the billing run. This function can be accessed from CO level per contract (clsContract.ProcessIndependentRecurringClaims). Added a new flag to contract type which controls which contracts are allowed to do this.

143856: Task Manager

Added task to task manager to enable renewal of recurring claims. Added the ability to rerun a task group that has errors - only tasks that have errors or are unprocessed will be run again.

143888: Scheme Batch

Added ability to validate and process selected entries, shown entries or entire batch.

1143985: Test SMS Functionality

This function is meant to be used after deployments, or anytime you want to test whether delivery of OTP text messages is sent out. Added the ability to send a Test SMS from the portal. This SMS is sent in a similar way to the OTP and password reset SMS messages - directly (not queued) and not saved to the client table. The user can provide a mobile number only - the message is a fixed message ("This is a test message from Exergy"). This functionality is hidden, and can be reached in one of two ways:

1. When the broker is logged on, on the home screen, hold down ctrl key and click six times on the welcome person message.
2. Navigate to the following URL by typing it in: {siteurl}/home/testtextmessage.

144585: Nodewalker 

Enhanced email message to be HTML, similar to the message in the Teams bot.

1144604: Annuities 

Added the ability for tax payments to be included in the claim payment queue. This is configured by setting the MustWriteToEFTQueue flag on the TaxClient table to true.

144850:  Updated cash receipt printing to:
  
- Enhance the layout of the receipt, grouped related items together, changed labels such as User to Received ByInclude an image (assurer logo) in the top right-hand corner.
- Included the assurer short name in the left-hand corner.
- Printing change to landscape mode
- Using innerhtml of a hidden component to print, rather than the previous printing of an existing page, which gets rid of unnecessary icons and entities at the top of the page.
Please Note: The URL to the image the client wants to use must be configured in the web project appsettings.json file.

145381: Cash Management 

Implemented a new feature that clears the bank account details when the "Capture New Institution" option is selected. This enhancement ensures that outdated or incorrect bank information does not persist, leading to a smoother and more accurate process when capturing new banking institutions.

145283: Rate Tables

We have added a new set of pages to maintain rate tables. These can be accessed from the System Admin -> Maintain Rate Tables menu item.

145728: Policy Suspense

Added a new column RefundTransactionTypeOutID to the LIF_PGS_T_SuspenseTrxTypeLookup table which will enable you to specify a new transaction type specifically for suspense refunds.

146624: Policy Suspense Balance 

On the Unallocated Transactions panel on the policy view we have added a check box to enable the user to see transactions that have been allocated, and the out transactions that are linked to each unallocated transaction.

144953: CSV Mapping 

Added the mapping and transformation capabilities for policy imports to the Web UI. This enables the users to setup and maintain the transformations from an input file to the file as required by Exergy. Input files can be in CSV (Comma Delimited) or Excel format and must have a header row. The user can then map input fields to output fields as required by Exergy. Fields can also be transformed, or lookups can be applied.

1. Mapping
Input field Gender goes to Client1GenderID field.
2. Transformation
Input field Amount (in cents) divided by 100 and mapped to Cover.
4. Lookups
Input field Gender (male) mapped to GenderID and value 1

145789: Claim Grouping

Added the ability to configure which claim types belong to a claim grouping. This is accessed from the page where Claim Permissions are set up (per Claim Grouping).

146449: Portal Endpoint 

An endpoint was added to the portals that can be used to check system availability. The endpoint touches all tiers of the application down to database level. It reports results in Json format as either success, or a message indicating the failure. This endpoint can be used by third party tools such as App Insights or Azure Alerts to monitor system availability.
   
   The endpoint is https://{siteurl}/Account/CheckAvailability and will return a json result.
   Example:
   *  Success:
   {"Data":true,"Messages":[],"Succeeded":true}
   *  Failure:
   {"Data":false,"Messages":["SQL layer is NOT running - Could not connect to db using XLife.Config"],"Succeeded":false}

146270: System Health 

Added a view to Exergy which provides the system administrator with a view of system health. The items in this view can in most cases be viewed or managed from other interfaces in the system. This view aims to provide a consolidation of those items in a way which highlights potential issues with the configuration or status of these items. The items in this view are:

- Service monitoring and alerting.
- Reports on service status and whether alerting and monitoring have been set up.
- Working Data Clean-up
- Checks whether data clean up tasks are set up and running - affects database size and    performance
- Policy Archiving
- Checks whether data archiving tasks are set up and running - affects POPIA, database size and performance.
- Activation Keys
- Checks if integration addresses and key type correspond.
- Nodewalker
- Checks the Nodewalker escalations set up.
- General
- Reports on mail setup