Release Notes - October 2023

Release Notes - 6 October

We have made these improvements in the latest release: 

- The Case Switcher now includes more context including a label of the case you are currently viewing (Current), Lender or Provider, and Status 

- We resolved an issue for joint applicants where the benefit was being added to the second applicant's policy instead of the first applicant 

- We have improved the error messaging under Data Import 

- Mortgages for the Submission date and resolved the issue for Buyer Type Remortgage in status Remortgage

Release Notes - 13 October

We have made the following improvements in the latest release: Solution Builder - Add to Case 

- We’ve improved the reliability of the ‘Add to Case’ feature for Solution Builder bringing back documents to the Document Store. Documents may take a few minutes to arrive in the Document Store so please check back after one or two minutes if they have not yet been added. Demands & Needs 

- A warning is now triggered when changing the client's answers from Yes to No (and vice versa) for Life & CIC, & ASU Financial Overview 

- We've added a Mortgage Budget, as well as a caption at the bottom to explain the Income and Expenditure fields used in the Net calculations Data Import 

- Mortgages - We've resolved an issue where the submission date validation was incorrect Case status 

- We've resolved an error when editing case status on newly created mortgage Dependants Page 

- We've resolved the issue where the Dependant list view was displaying 'No' for Dependant for Whole of Life? when the question was not answered

Release Notes - 20 October

We have made the following improvements in the latest release: 

- Resolved an issue where Hometrack emails were not sending 

- Halifax SmartrConnect - "Does the customer intend to select a fixed rate product with a term of five years minimum?" is now a required field. Was previously optional. 

Expenditure (Council Tax and Joint Expenditure) 

- Resolved an issue where we were sending Council Tax as annual instead of monthly 

- Resolved an issue where we were sending joint expenditure as individual expenditure

Release Notes - 27 October

We have made the following improvements in the latest release: 

- Building and Contents is now showing in Protection Written/Completed Reports. 

Financial Overview 

- If a Mortgage, Existing Property, or Credit commitment payment will be paid before the completion of the new Mortgage, this is not included in the Expenditure calculations. 

- We have added copy to the Financial Overview to mention monthly Council Tax (Annual Council Tax/12) has been included in the Expenditure Monthly calculation showing in the Financial Overview. 

- We resolved an issue with the Outgoings 

- Credit commitments section where if you added a credit commitment for a joint case after entering via one applicant, you can't see the credit commitment raised under the other client. The record added can now be seen.