29 August 2018

Show/Hide Supplemental Questions

  • Users can hide a supplemental question based on a trigger.
  • To enable,
    1. Navigate to Effective Date > Rules
    2. Choose a Policy Type from the dropdown menu
    3. Click + Add Rule
    4. Enter a Rule Name and Rule Description
    5. Select a Category Scope from the dropdown menu
    6. Select Add Trigger and complete necessary info:
      • Policy Type Item
      • Trigger Type
      • Label Name
      • Value
    7. Click + Add Effect
    8. Select Hide Supplemental Question from the Action dropdown menu
    9. Select a Policy Type Item and Label Name

Show Insured Date Business Started

  • The show-insured-date-business-started settings allows clients to include the business start date on the policy application to allow the insured to verify the date, differentiate between two similarly named businesses, and determine if a business complies with underwriting criteria.

Show Property Address as Insured Address

  • The show-property-address-as-insured-address allows clients to show the property address in a Worker's Compensation line.
  • In these cases, the insured's address is not the address being insured and is rarely useful.

New Rating Categories

  • The use-census-block-groups setting allows clients to import and use census block groups during rating. A census block group is a geographical unit used by the United States Census Bureau to public sample data.
  • The use-waterway-polygons setting allows clients to import and use waterway polygons during rating. Waterway polygons identify the shape of waterways.
  • Once the two above settings are enabled, complete the following steps to use census block groups and waterway polygons during rating:
    1. Navigate to Lines
    2. Click on desired Effective Date
    3. Select State
    4. Click the edit icon next to desired Policy Type
    5. Click the edit icon next to desired Line Item under Primary Exposures
    6. Click Rating
    7. Click + Add to Chain
    8. Click the dropdown menu and select Categories
    9. Expand Rate Categories
    10. Click on + Add a Category
    11. Select Census Block Group under Category Type
    12. Click Done
    13. Click Save and Exit

Compare HO to BG Files Quickly

  • The bin/compare_insvista_report_elements.py script allows engineers to compare the HO file to the BG file to identify data inconsistencies.

Specify Entity Types Required to Pull a Credit Report

  • The entity-types-required-for-credit-report setting enables clients to specify entity types for which a credit report can be pulled. Credit reports can only be pulled for the entity types that are listed in the setting. If a user attempts to pull a credit report for an entity type that is not listed, will return an error message.

Update to Legal Entity Types

  • Legal Entity Types are now entered as JSON objects with a type attributed and a name attribute.
  • To set up the options available in the Legal Entity Type dropdown menu,
    1. Navigate to Settings > Modules > Contacts
    2. Under Legal Entity Types, add the legal entity type options as JSON objects with a type attribute and a name attribute
      • Ex: [{"type":"individual","name":"Individual"},{"type":"other","name":"Trust"},{"type":"other","name":"Estate"}]