Trail Updates 03/06/2021

Software patch notes for 3rd of June 2021

Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

A round of bug fixes has been published last night, covering the last 3 weeks. The development team has got the publishing process up and running again. 👍

Areas affected: Online Fact Find & the downloaded Fact Find PDF, the Recommended Cover & SOA for insurance applications, various small typos, Activity textbox issues, and some bank calculator updates.

Improvements

  • Subject lines of emails on Timeline are now bolded.

  • Recommended Cover table; column will grey out if cover area is excluded.

Bugs

  • Unable to complete Fact Finds using a mobile phone - fixed.

  • In ‘Position’ the Assets area (Owner, amounts etc.) is now working.

  • Variations to the excess for Health Cover in ‘Refine Cover’ modal, this now is working.

  • In ‘Recommended Cover’; Reason for excluding cover was not pulling into the SOA, this is now fixed.

  • Income & Mortgage Protection variation reasoning is now pulling into the SOA.

  • Within the downloaded Statement of Advice, the Estimated Total Premium has been changed to Estimated Total Period Premium.

  • Fixed the Email Statement of Advice button within the SOA.

  • Fixed various typos.

  • Fixed an inconsistency - Nature and Scope of Advice should download with the correct name.

  • Fixed an issue where pressing Enter on within an Activity on a Profile would not work as intended.

  • ANZ and SBS Servicing Calculators have been updated.

  • The multiselect panel now properly clears when the filter is changed.

  • DOB’s for Dependents are now displayed on Mortgage applications.

  • The Households section now appears on downloaded Fact Finds.

  • Fixed a bug where turning off Policy Renewals in Automations wouldn’t remain off.

Project Updates

  • We are continuing work on hardening the software & implementing internal practice improvements.

  • In addition, we are taking extra precautions before publishing new batches of fixes & improvements.

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