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Last updated: 2025-12-03


Release Notes - SmartOffice 2019 Release 2


About This Document


For general information about SmartOffice release notes, visit the Release Notes home page.


Revision History


These release notes may be revised after their initial publication. This section lists the dates of any revisions as well as a list of changes.


May 28, 2019


  • Initial publication.

June 3, 2019


  • Release Overview: Enhanced release description and added Enhancement Highlights section.
  • Core System: Improved description of the "Limited Broadcast Alerts" enhancement (PMG-551662).
  • Core System: Added solution for an office license administration issue (PMG-857209), a two-step authentication issue (PMG-850008), a primary address/phone import issue (PMG-851087), an Exchange sync setup issue (PMG-849899) and an Outlook e-mail posting issue (PMG-851269).
  • Core System: Added SmartOffice Sync for Microsoft Exchange section.
  • Advisors/Agencies: Added "Commission E-mail Address columns for advisor/agency reports" enhancement (PMG-848310).
  • SmartLeads: Added section.
  • SmartCaseManager: Added solution for Issued letter workflow issue (PMG-828935).
  • SmartCommissions: Corrected description of "New options when copying commissions to Speed Receipts" enhancement (PMG-852516).
  • SmartInvestments: Added solution for performance calculations issue (PMG-828935).
  • Integrations and Data Services: Added "Advisor License/Appointment Downloads from NIPR" (PMG-830191) and "DTCC Inforce Policy Downloads" enhancements.
  • Integrations and Data Services: Added SmartIntegrator/SmartXchange section under Enhancements and added Inforce Policy Import and Investment Data Download sections under Resolved Issues.
  • Integrations and Data Services: Added party code matching enhancement  (PMG-849221) and solutions for PolicyStatus mapping issue (PMG-850125) and AttachmentData mapping issue (PMG-858603) for pending case downloads .
  • Minor language and formatting changes.

June 6, 2019


  • Integrations and Data Services: Added solutions for advisor data download issue (PMG-806097), DST missing price issue (PMG-851473), and Zurich inforce feed processing error (PMG-838783).

Release Overview


SmartOffice 2019 Release 2 features several alert-related enhancements, improvements to commission tracking, and new integrations that deliver advisor licensing/appointment data from NIPR and inforce policy data from DTCC. This release also includes solutions to errors and other issues identified in SmartOffice 2019 Release 1 and earlier releases.


Enhancement Highlights


This section provides quick links to the featured enhancements in this release.


Core System



Agency Management



Integrations and Data Services



System Requirements


There are no other changes to system requirements for this release. For current system requirements, see System Requirements.


Note Regarding Text Changes in SmartOffice


This release may contain minor changes to text in dialog boxes and other areas of the SmartOffice user interface. Changes of this type are typically made to correct spelling, grammar, punctuation and other language-related issues. Such changes normally are not listed in this document unless they affect the way the application works.


SmartOffice Pro Changes


Core System


Featured Enhancements


Limited Broadcast Alerts

Users who have the Alerts user right can now send broadcast alerts to limited lists of recipients filtered by office/user. For Enterprise View users, this includes users in child offices. For example, you could send a broadcast alert about employee benefits to all Staff-type users in a particular office or in all offices in a hierarchy.


To get started, create a Dynamic Report using the new Limited Broadcast Alert report category (under the Other report family). Learn more about setting up Dynamic Reports.


In the report setup, define your office and/or user filters. Run the report to generate your recipient list, and then select Menu > Send Alert to compose and send your message. (PMG-551662)


Ability to Send Notes as Alerts to User Groups

In the SmartPad and other areas of the system, the option to send a note as an alert and e-mail to other users was enhanced.


Now, the list of available recipients that opens when users select this option includes user groups in addition to individual users.


(PMG-851850)


Column Displaying All Mobile Numbers

On many lists throughout the system (e.g., contact, business, household, advisor, agency), users with the appropriate rights can now add a new column labeled All Mobile Phones. This column displays all mobile numbers, with the preferred phone number, if any, appearing in bold.



(PMG-838767)


Other Enhancements


General

  • Improved enterprise-level custom field creation: Enterprise customers now have more consistent control over creating custom field choices for the entire enterprise. While signed in to the System office, an administrator who clicks the Customize Choice button for any customizable field will now see the New System button, which allows the administrator to create a custom choice that will be visible in all offices. Previously, the New System button was available for only certain customizable fields. (PMG-806277)
  • Date ranges improvements: In areas of the system where users can select predefined date ranges, the following changes were made:

- All Events in Future was renamed All Days in Future + Today to clarify its meaning.


- All Events in Past was renamed All Days in Past to clarify its meaning.


- A new date range called All Days in Future was added.



(PMG-853156; PMG-853157)



Alert Center

  • Enhanced e-mail alerts for new activities: Users who opt to receive new-activity alerts by e-mail outside of SmartOffice now receive additional activity details. The e-mail alert now includes the activity description as well as the contact's primary residence and business phone numbers. (PMG-835340)

Resolved Issues


General

  • On a list of business records, users who tried to apply a filter on the Sub-Type column or mass modify the Sub-Type field were finding that the sub-type choices available for selection were incorrect. This issue was resolved. (PMG-761551)
  • When a user created a page layout template and marked it as Only Modifiable by Me, other users who viewed the template layout were seeing Save and Save & Apply buttons at the bottom. To accurately reflect what the user can do with such templates, the system now displays only an Apply button. (PMG-809833)
  • When Protect Communication History was enabled for the office, archiving a contact was not removing activities linked to that contact from the calendar. This issue was resolved. As part of this solution, when an archived contact is restored, the linked activities are also added back to the calendar. (PMG-847186)
  • Windows and commands associated with the new Audit Report feature were incorrectly labeled "Fiduciary Report" in the user interface. These labels were corrected. (PMG-848449)
  • On the user account Detail content link, the Menu > Set Automatic Switch User Login command was visible to customers who were not in a single sign-on environment or part of an office hierarchy. This command applies only to customers who fall into those categories and was removed for all other customers. (PMG-849218)
  • With two-step authentication enabled, some users who tried to access SmartOffice Pro using a one-time code generated on the SmartOffice Anywhere mobile app were being redirected back to the SmartOffice Pro sign-in page. This issue was resolved. (PMG-850008)
  • In grouped lists using the Tree View layout, users were encountering issues with overlapping column data. This issue was resolved. (PMG-850926)
  • In some instances, the system was not displaying a message stating that the spelling checker had finished checking text. This issue was resolved. (PMG-850928)
  • An unexpected session timeout that was occurring when users opened SmartOffice Pro in multiple browser tabs was resolved. (PMG-851088)
  • An issue that was causing an office's Error Log to display entries from other offices' logs was resolved. (PMG-852181)
  • An issue that was preventing users from merging records was resolved. (PMG-853327)
  • The recently redesigned progress indicator was not working properly when users performed certain actions, such as running PDF reports, performance calculations and mass user assignment. This issue was resolved. (PMG-855919)
  • In Office Settings, administrators who tried to see which users were assigned a particular license were seeing a blank dialog box. This issue was resolved. (PMG-857209)

Alert Center

  • In the Alert Center, an error that was occurring when users tried to reply to broadcast alerts was resolved. (PMG-848133)

Contact Management

  • An issue with linking an opportunity while creating a contact was resolved. Any documents posted to the contact later were not appearing on the contact's Letters/Documents content link unless the user signed out of SmartOffice and then signed back in. (PMG-803215)
  • On the contact Personal content link, users who entered a value in the Occupation field and saved their changes were being prompted to save their changes again when they tried to navigate away from the page. This issue was resolved. (PMG-810071)
  • An issue with specifying a set during an advanced contact search was resolved. The issue occurred when a user selected the Mass User Assignment command with the Mass Assign All Contacts option. SmartOffice was displaying a message incorrectly suggesting that the operation would apply only to the contacts listed, even though the Mass Assign All Contacts option actually applies to all contacts that the user is currently assigned to. This message was corrected. (PMG-829414)
  • In offices configured to mask contacts' Social Security numbers, applying a custom page layout containing the Referred Contact portlet to the contact Personal content link was unmasking those values. This issue was resolved. (PMG-844916)
  • Users were able to mass assign users to contacts that they normally could not access when those contacts were part of a set. This issue was resolved. (PMG-845860)
  • An issue that was preventing users from editing web links added to the contact Letters/Documents content link was resolved. (PMG-846462)
  • When a contact had a Domestic Partner key relation, the heading on the contact record was displaying the relation as “Spouse.” This issue was resolved. (PMG-846943)
  • An error that some users were encountering when they tried to import custom page layout templates was resolved. (PMG-849891)
  • A contact age calculation issue was resolved. Age was being increased by one on the day before the contact's birthday. (PMG-849955)
  • Some users who imported contact lists containing spouse information were finding that SmartOffice was not creating the spouse records and associated household records. This issue was resolved. (PMG-850555)
  • An issue with custom fields on the contact Personal content link was preventing record sharing from working properly. This issue was resolved. (PMG-852822)
  • Users who customized the Contact List layout to include the Spouse Preferred E-mail column were encountering an error. This issue was resolved. (PMG-857061)
  • Users who applied a custom page layout to the business Detail content link were finding that they could not save values in the Tax ID field. This issue was resolved. (PMG-858318)
  • An issue with custom contact page layouts was causing only the last four digits of SS# field values to be saved. This issue was resolved.  (PMG-860143)

Correspondence

  • An issue with creating correspondence templates was resolved. When a user opted to create a template based on an existing document stored locally, selecting the document was producing an error stating that the template was corrupt. (PMG-843994)
  • An issue that was preventing run-time user input merge codes from populating was resolved. (PMG-847684)
  • The system was not alerting Outlook users when they tried to post e-mail messages that had already been posted to SmartOffice. The alert was restored. (PMG-851269)

Data Import/Export

  • When an Enterprise View user in Impersonate Mode imported records into a child office, the resulting set was showing incorrect Created By user information. This issue was resolved. (PMG-830229)
  • An issue with the Mark Imported Address and Phone numbers as primary option in the Data Import Wizard was resolved. When this option was selected and the imported file contained multiple types of addresses and phone numbers, the system was marking as primary the first address and phone number it encountered based on the position of the columns in the file, regardless of address or phone type. Now, the system considers only Business- and Residence-type addresses and phone numbers for the Primary designation and does not consider column position. (PMG-851087)

Dynamic Reports

  • Issues with running Export Log-category Dynamic Reports in a multi-office enterprise environment were resolved:

- When the user running the reports had Enterprise View turned on, the reports were displaying results from the user's office only and not from any child offices.


- When the user running the reports was signed in to a specific child office (i.e., impersonating a child-office user), the reports were displaying no results when they should have been displaying results from the child office.



(PMG-833797)


  • An issue that was preventing users from exporting the results of Dynamic Reports based on the Interested Parties table was resolved. (PMG-838529)
  • An issue affecting Dynamic Reports that prompt for filter criteria when they are run was resolved. In some server environments, when such a report was configured for automatic e-mailing using the CSV option, the report was failing and generating processing errors. (PMG-848145)

Home Page

  • When adding a tab to the SmartOffice home page, users who selected an existing dashboard to populate the tab were initially seeing a blank tab. The dashboard was displaying in the tab only after the home page was refreshed. This issue was resolved. (PMG-823548)
  • A loading error that was displaying in RSS portlets on the home page was resolved. (PMG-854999)

SmartOffice Sync for Microsoft Exchange

Note: These changes apply to enterprise customers only.


  • An issue with synchronizing business phone numbers with Exchange was resolved. The issue occurred when a SmartOffice contact had two business phone numbers and one was marked as Preferred. After sync, duplicates of the preferred business number were appearing in the Exchange contact record, while the non-preferred business number was not appearing at all. (PMG-830207)
  • An issue with creating Exchange sync setups was resolved. Users who selected a choice other than the default choice from the Contact Sync Options drop-down list and then saved the record were finding that the drop-down list was reverting to the default choice. This issue was resolved. The user's selection is now saved properly when the element under in the server config.xml file is set to false. (PMG-849899)

PDF Reports

  • Certain Crystal Reports that were run at the policy or investment level were returning a default report without any data. This issue was resolved. (PMG-852931)

SmartPad

  • For some users, the Notes column in the SmartPad was displaying only the first line of the note instead of the entire note. This issue was resolved. (PMG-847596)
  • An issue that was causing SmartPad notes to overlap for some users was resolved. (PMG-850354)

SmartCalendar


Resolved Issues


  • Changing a new activity from a task to a timed activity or vice versa was not automatically updating the Type field to the correct default value. This issue was resolved. (PMG-820937)
  • When SmartOffice automatically moved an unfinished task to the current day, the system was not properly updating the database, which was preventing the updated task from synchronizing with Microsoft Exchange. This issue was resolved. (PMG-851764)
  • An issue with the Comprehensive Activity Outcome Wizard was resolved. Users who edited the Activity Details section of the outcome dialog box and entered an end date falling before the start date were not receiving a warning message. The message was restored. (PMG-852052)
  • Users who ran the Activity Statistics Report and then printed the report were finding that the Letters count was displaying as "NaN" in some instances. This issue was resolved. (PMG-853348)
  • When marking an activity as Done, users who selected the Sale Made outcome option but did not complete all required fields were not seeing the appropriate warning message. This issue was resolved. (PMG-855769)

SmartOpportunities


Resolved Issues


  • Two issues with the Opportunity Dashboard's Pipeline Report option were resolved:

- Clicking the Refresh button was switching to the Forecast Report option.


- The Tree Control and Summary layout options were not working.



(PMG-834653)


  • When users changed an opportunity's stage from the activity outcome dialog box, the Close Probability (%) field on the opportunity Detail content link was not being updated. This issue was resolved. (PMG-852879)
  • In Opportunity Setup, users who tried to create an opportunity stage during the process creation workflow were encountering an incorrect message stating: "No stages were created for this Process. Mark it Inactive?" This issue was resolved. (PMG-853982)
  • In opportunity and leads lists, the color coding in the Priority column was not appearing for records that were assigned a priority. This issue was resolved. (PMG-855100)

SmartLeads


Resolved Issues


  • Users who tried to navigate to their office’s Web Leads URL were encountering a 404 error. This issue was resolved. (PMG-832921)

SmartRecruiting


Resolved Issues


  • Several issues with importing candidate records were resolved:

- The record source options available in the import wizard applied to contact records, not candidate records.


- SmartPad entries in the import file were not being imported.


- The Source to Hire, Recruiting Source and other candidate fields were not mappable.


- The set created after import was a contact/business set, not a candidate set.



(PMG-849898)



Advisors/Agencies


Featured Enhancements


New Commands for Adding Contracts and Rates


From a policy or advisor contract record, users who click the Supervisor Contract hyperlink can now create a contract record from the Supervisor Contract List dialog box by selecting Menu > New 'Advisor Contract' Record.


Similarly, a command for adding a rate was added to the Commission Rates List dialog box that opens when a user views a policy rider hierarchy record and clicks the Carrier Rate or House Rate hyperlink. (PMG-845849)


Other Enhancements


General

  • Mass modification of follow-up date for presale records: Users can now modify the Follow-Up date column for multiple presale activity records at once. The column has been added to the list of available columns when users select Menu > Advanced Options > Mass Modify from any list of presale records. (PMG-844195)
  • Commission E-mail Address columns for advisor/agency reports: When creating Advisor/Agency-category Dynamic Reports, users can now include columns displaying information about the commission statement e-mail addresses of advisors/agencies. In the list layout of the report, select the Commission E-mail Address table to access columns like Address, Created On and Preferred. (PMG-848310)

Resolved Issues


General

  • On the advisor Requests/Requirements content link, issues with the Mass Assign Current Manager command on the Advisor Request List were resolved. After a user selected a manager, the manager dialog box was not closing. In addition, if a user clicked the OK button without selecting a manager, the prompt to select a manager was not appearing. (PMG-835715)
  • In the New - Advisor dialog box, users who clicked the Customize Choice button for the Sub-Type, Suffix and Title drop-down lists were encountering incorrectly sized and/or labeled dialog boxes. This issue was resolved. (PMG-837365)
  • On the advisor Personal content link, when an agency was entered in the Supervisor field, users who clicked the Supervisor hyperlink were being taken to the agency record, but the page layout was that of an advisor record. This issue was resolved. (PMG-841727)
  • An issue with viewing the details of a presale activity from the advisor Presale Activity/Proposals tab was resolved. When users clicked the Opportunity hyperlink, the Opportunity List dialog box that opened was not displaying any existing opportunities. In addition, when the user added an opportunity from the dialog box, the new opportunity was not appearing in the list. (PMG-842093)
  • While using the Advisor Reassignment command, users were finding that the associated correspondence workflow was not working properly. The .sopro configuration file needed to complete the workflow was not downloading to the user's computer. This issue was resolved. (PMG-842141)
  • The system was resetting the Popular Date Ranges and LOB fields on the Production Dashboard report every time the report was run. This issue was resolved. (PMG-843044)
  • After clicking the New button and selecting the Presale - Quick Quote option, users who entered a face amount and clicked the Save & Repeat button were finding that the dialog box was displaying a different face amount. This issue was resolved. (PMG-844701)
  • On the advisor Cont./Appt. content link, an error that users were encountering when they tried to view policies related to a contract was resolved. (PMG-845681)
  • Modifying an advisor ACH record was not updating the Modified By column from the Modified By table. This issue was resolved. (PMG-853588)

SmartView for Advisors

  • The Menu > Advanced Options > Mass Assign Advisor command was available to SmartView for Advisors users who have SmartOffice-format accounts. This command is not intended for these users and was removed. (PMG-844405)
  • The ability to send broadcast alerts was inadvertently enabled for SmartView for Advisors users. This feature has been disabled because it is not intended for use by advisors. (PMG-846038)

SmartPolicies


Enhancements


  • Ability to add longer remarks for policy transactions: In policy transaction records, the character limit of the Remarks field was increased to 4,000 from 255. (PMG-850470)

Resolved Issues


  • When a custom page layout was applied to term life policies, the Key Information portlet was displaying the Net Cash Surrender Value and Loan Amount fields, which should not be displayed for that policy type. In addition, the Add'l Death Benefit and Total Death Benefit fields were missing from the portlet. These issues were resolved. (PMG-836068)
  • While creating a policy, users who entered the last and first name of an interested party (i.e., not selecting an existing contact) were finding that the new interested parties were not appearing in contact searches, even though the appropriate contact records were being created. This issue was resolved. (PMG-855771)

Insurance Products and Carriers


Enhancements


  • Mass modification of product settings: Users can now modify certain fields on the Product Settings content link for multiple products at once. To do so, select the products on the Product List, and then select Menu > Advanced Options > Mass Modify Product Settings to see the list of modifiable fields/columns.

(PMG-837811)



Resolved Issues


  • In custom page layouts for the carrier Detail content link, the Class List portlet was missing a height-adjustment control. The control was restored. (PMG-837804)
  • When users added HO rep and underwriter entries on the carrier HO Reps/Underwriters content link, the default Preferred Communication setting was always set to Postal Mail, regardless of the default setting configured for new contacts in Office Settings > SmartPad/New Contact/E-mail Posting. This issue was resolved. (PMG-843144)
  • The Product Merge workflow was ending abruptly when users selected the product they wanted to merge. This issue was resolved. (PMG-843759)
  • From the product Detail content link, users who clicked the carrier name hyperlink to view the carrier record were encountering a blank Class List, even when risk classes were defined at the carrier level. This issue was resolved. (PMG-859124)

SmartCaseManager


Enhancements


  • New pending case status choices: The following choices were added to the Status drop-down list for pending cases (the associated stage is indicated in parentheses):

- Electronically Delivered (Issued)


- Free Look Terminated (Inactive)


- Paid Pending Delivery (Active)


- Transferred Agent (Inactive)



(PMG-712384)


  • Specify underwriting type at case creation: A U/W Type field was added to the Pending Case Add Detail dialog box so that users can define the underwriting type when creating pending case records. As part of this enhancement, the Replacement option was moved down under the Face Amount field. (PMG-836418)
  • "Visible to Advisors" sorting/filtering: Users can now sort/filter policy lists based on whether the policies are visible to advisors (based on office advisor privacy settings). To do so, add the Visible to Advisors column from the Policy table to any policy, group policy or pending case list and then filter or sort as needed. (PMG-839506)
  • Column showing last letter template: In policy, group policy and pending case lists, users with the appropriate rights can now add the Last Letter Template column to the list layout to quickly see the most recent letter template sent for each policy. (PMG-844803)
  • Improved case status option selection: On the Pending Case List, users who select Menu > Case Status to open the Case Status dialog box can now edit the options under Advisor. Previously, these options were read-only. (PMG-847168)
  • Ability to add advisor personal data to reports: When creating or editing Dynamic Reports from the Policy, Pending Case, Group Policy and Commission families, users can now add columns from the Personal table under the Advisor Basic Info table. (PMG-850595)
  • Letters/documents list for service providers: A Letters/Documents content link was added to service provider records. This content link lists any correspondence sent to a service provider from a pending case. (PMG-851706)

Resolved Issues


  • An issue was occurring when SmartOffice was set up to automatically generate a letter for pending cases that reached the Issued stage. When a user opted not to send the letter but did opt to rebuild the commission hierarchy and reproject commissions, SmartOffice was displaying the policy's expected commissions on the home page. (PMG-828935)
  • On the requirement Follow-Up list, an issue with running correspondence was resolved. When a user selected multiple requirements and then selected the Correspondence command, the system was displaying the message: "Only the highlighted record will be processed. Continue?" But when the user clicked the Yes button, nothing was happening. (PMG-834902)
  • When users created informal pending cases, the plan type options available for selection were always related to the Life insurance type, even when a default insurance type other than Life was defined for informal cases in Policy/Case Setup (under PCM Workflows > PCM Add Setup). This issue was resolved. (PMG-835506)
  • In some instances, users who tried to view the Informal Application content link of a pending case were encountering issues with the page layout that were preventing them from viewing some data. This issue was resolved. (PMG-842567)
  • The Await Approval pending case workflow was inserting a requirement and making the insured the primary contact instead of the primary insured on the case. This issue was resolved. (PMG-847909)
  • When a custom page layout was applied to pending case records, changing a case's status to Approved or Issued using the Status drop-down list was causing underwriting and delivery requirements to disappear from the record. This issue was resolved. (PMG-851721)
  • The Insured and Miscellaneous Information buttons were missing from the Detail content link of LTC presale activity records. This issue was resolved. (PMG-852692)
  • When a policy or pending case was linked to a resource-office carrier and a local-office product, clicking the Product Name hyperlink for that record in a policy/pending case list was displaying an error or the wrong product. This issue was resolved. (PMG-852848)
  • An error that users were encountering when they navigated to Follow-Up > Presale Activity/Proposals in Policy/Case Setup was resolved. (PMG-856037)
  • In some instances, when users added underwriting, delivery or POS requirement for second insureds, co-insureds, dependent insureds or join annuitants and then tried to access these contacts by clicking the Insured column hyperlink in the requirement list, a "Your action cannot be completed" error was occurring. This issue was resolved. (PMG-857604)

SmartBenefits


Resolved Issues


  • Several issues that were occurring when users created group policies using the New (Comprehensive) command were resolved:

- The business's primary advisor was not being automatically added to the new record.


- In the Employer field, the business search button was not changing to a Clear button once a business was selected.


- An error was occurring when users tried to cancel out of the policy creation workflow.



(PMG-837356)


  • The Policy # column from the Interested Party table was blank for the primary contact in group policy records. This issue was resolved. (PMG-852730)

SmartCommissions


Featured Enhancements


Carrier-Level Projection Validity Date Ranges


For the validation of commission transactions in Speed Receipts, administrators now have the option of defining projection validity date range values at the carrier level (previously, these values could be defined only at the office level). To do so, go to the carrier CTM Options content link and enter the values in the new Projection Validity Date Range section.


During validation in Speed Receipts, the system will look at the carrier record first for the appropriate date ranges; if no values exist there, the system will look for the values defined in Commissions Setup. (PMG-578636)


Negative Commission Rates


When setting up commission rates in the system, users can now specify negative rates. This change applies to the house, supervisor and advisor levels. (PMG-831620)


Better Tracking of Rate Creation/Modification


Users can now more easily track when a commission rate was created and by whom, as well as which user last modified the rate. In commission rate lists and Dynamic Reports, the column layout can now be customized to add the Created By, Created On and Modified By columns from the Commission Rate table. (PMG-845959)


Other Enhancements


General

  • New columns for agency commission reports: In Agency Commission-category Dynamic Reports, users can now include columns from the Manual Commission Transactions and Speed Receipt tables. (PMG-848859)

Carrier Interface

  • New options when copying commissions to Speed Receipts: When users copy commission transactions from the Carrier Interface to Speed Receipts, the system now asks where it should copy the Premium Due Date value. The user can choose to copy the value to either the Due Date field or the Paid-to/Next Due Date field in the speed receipt transaction.

(PMG-852516)



Resolved Issues


General

  • On the advisor Smart Checks content link, users who tried to generate a PDF statement for a commission check entry were encountering an error. This issue was occurring when the advisor's contact record contained an ampersand (&) in the AlphaNum1 or AlphaNum2 field on the Add'l Personal content link under Miscellaneous Information. (PMG-835712)
  • Two issues with the Copy Commission Rates command were resolved:

- When users opted to copy rates by product or contract from a blank rates list, nothing was happening. Now the system prompts users to select a source and target product or contract.


- When users opted to copy rates by product and reached the editable rates list, clicking the Cancel button was returning users to source/target selection instead of the commission rates list.



(PMG-839702)


  • The columns Insured Name, Second Insured or Annuitant, Owner and Beneficiary from the Policy table were not displaying names in last name, first name format on the Commission List, the Advisor Payment List and in Commission-family Dynamic Reports. This issue was resolved. (PMG-839884)
  • An issue with commission rates with a paid mode of As Paid with Months Advance was resolved. When a user modified the premium on a commission record that was not the first accumulated commission and then recalculated commission, the calculation was incorrect. (PMG-840903)
  • An issue with Advisor/Agency-family Dynamic Reports in the Appointment, License, Contract and Advisor - Continuing Education categories was resolved. From the report results, users who opened a record to add a line of business to the Selected LOB list were finding that the Annuity - Variable and Life - Variable options were missing. (PMG-842356)
  • An issue with excess banding calculations that occurred when policy modal/annualized premium was more than the times target defined in commission rates was resolved. (PMG-844020)
  • On the Detail content link of a commission rate record, users who clicked the name of the linked product were seeing a number of issues in the dialog box that opened, including an incorrect window title and several layout issues. These issues were resolved. (PMG-846144)
  • In certain instances, when the projection validity date range in Commissions Setup was set to Merge and a policy had an advanced commission split, calculating commissions for the policy from Speed Receipts was incorrectly resulting in an amount of $0 retained by the house. This issue was resolved. (PMG-846245)
  • An issue that was preventing users from adding a commission rate for a carrier-specific contract from the Policy Advisor List of a group policy record was resolved. (PMG-847005)
  • When calculating commissions, users were encountering an error and a missing commission record when the target amount completed in a renewal year and renewal rates were missing. This issue was resolved. (PMG-851215)
  • When a user modified the primary contact on a policy (or removed and then re-selected the same primary contact), the Policy # column from the Interested Party table on the Advisor Payment List was becoming blank. This issue was resolved. (PMG-852290)
  • When manually adding commission records, users were finding that the Paid-to/Next Due Date field was not being populated in these instances:

  • The policy's premium mode was Single Pay.
  • The policy's premium mode was Monthly, Annually, Quarterly, etc., and the commission record's type was Adjustment Commission.

(PMG-852844)


  • When viewing the Smart Checks content link for an advisor residing in a child office, Enterprise View users who expected to see checks listed were encountering a blank list instead. This issue was resolved by reverting a change made in SmartOffice 2019 Release 1 (PMG-837890) intended to address errors that occurred when users sorted the Advisor Commission Check List of a processed batch by office. (PMG-852984)
  • Advisor/supervisor Fee-type commissions payable were being calculated incorrectly when the rates were set up using the Annualized First Year Only option. This issue was resolved. (PMG-856173)

Batch Processing

  • When sending an e-mail commission statement from a posted batch, users who entered formatted text for the e-mail body were finding that the formatting was being removed when recipients received the message. This issue was resolved. (PMG-794871)
  • From a posted batch, users who tried to e-mail commission statements to multiple advisors who had no e-mail address were seeing multiple Specify E-mail Body dialog boxes. This issue was resolved. (PMG-844934)

Speed Receipts

  • An issue was occurring when a user created a carrier posting from a speed receipt such that the commission transaction was automatically reconciled. In the commission transaction record, the Paid On date for the House commission payable was not being populated even though the transaction's status was Assumed Paid. This issue was resolved. (PMG-848338)
  • Commission calculations performed for a policy from Speed Receipts were incorrect when the product included lump sum as a premium component to be accumulated against target premium. This issue was resolved. (PMG-850124)

SmartInvestments


Resolved Issues


Investment Accounts

  • When the page layout of the investment Account Detail content link was customized to include the Account Position List portlet, users who tried to open an account record from the results of a Global Search were encountering an error. This issue was resolved. (PMG-849884)

Investment Reports

  • An error that was occurring when users ran the Investment Position Summary PDF report at the household level was resolved. (PMG-849948)

Performance Calculations

  • Users who tried to run performance calculations were being incorrectly prompted to select accounts first. This issue was resolved. (PMG-828935)

Integrations and Data Services


Featured Enhancements


DTCC Inforce Policy Downloads

Advisors who use SmartOffice can now receive updates to their inforce life, long-term care and annuity policies directly from the Depository Trust & Clearing Corporation (DTCC). This integration makes management of policy data easier by reducing the need for manual updates to status and other policy information. The advisor's broker-dealer or brokerage general agency must be a DTCC member. For details, refer to the user guide or call (800) 777-9188. (PMG-811681)


Advisor License/Appointment Downloads from NIPR

U.S. brokerage general agencies can now onboard advisors more quickly by downloading advisor demographic, licensing and appointment data directly from the National Insurance Producer Registry's Producer Database. This integration takes much of the manual work out of maintaining complete advisor records in SmartOffice. A NIPR account is required, and transaction fees apply. For details, refer to the user guide or call (800) 777-9188. (PMG-830191)


Other Enhancements


Pending Case Downloads

  • DDR source designation: Contacts, businesses, advisors and agencies now display a value of Direct Download & Replace in the Source of Data column when they are added to the database using that method. (PMG-844206)
  • Party code matching: SmartOffice now matches the PartyTypeCode element for contacts and businesses in pending case feeds. (PMG-849221)

SmartIntegrator/SmartXchange

  • Searchable opportunity properties: For developers, the Opportunity.CloseDate and OpportunityStageHistory.Timestamp properties are now searchable for applications accessing SmartOffice through the SmartIntegrator API. (PMG-853177)
  • More searchable custom fields: For developers, the AlphaNum9 and Int1 properties of the CustomData object are now searchable through the SmartIntegrator API. (PMG-853585)

Resolved Issues


Inforce Policy Import

  • A processing error affecting Zurich inforce policy downloads was resolved. (PMG-838783)
  • An issue that was preventing SmartOffice from processing imported policies from Principal was resolved. (PMG-840726)
  • An issue that was preventing product data in inforce policy feeds from processing correctly was resolved. (PMG-846829)

Investment Data Downloads

  • An issue with SmartOffice's handling of advisor and agency data in certain data downloads was resolved. In some instances, phone numbers and addresses included in the download were not appearing in those records. (PMG-806097)
  • An issue with Albridge investment data downloads that was creating additional address and phone number entries in existing contact records was resolved. (PMG-838541)
  • When processing data downloads from Albridge, SmartOffice was not properly matching the incoming data to existing investment accounts, resulting in the creation of duplicate accounts. This issue was resolved. (PMG-849952)
  • An issue with DST downloads that was resulting in missing prices was resolved. (PMG-851473)
  • When liquidated positions existed in the Albridge investment data feed, the positions were not being updated to zero shares in SmartOffice. This issue was resolved. (PMG-851779)
  • When closed positions existed in the Orion investment data feed, the positions were not being updated to zero shares in SmartOffice. This issue was resolved. (PMG-853218)

Pending Case Downloads

  • Owner and beneficiary information from pending case feeds was not mapping to the appropriate fields in SmartOffice using manual side-by-side processing. This issue was resolved. (PMG-845027)
  • The mapping of PolicyStatus transaction code 3 in pending case feeds was changed from Paid Up to Paid. (PMG-850125)
  • Data in the AttachmentData element in the pending case feed was not being copied into the pending case requirement Remarks field in SmartOffice. This issue was resolved. (PMG-858603)

SmartOffice Anywhere Changes


Note: SmartOffice Anywhere changes are also summarized on the Release History page in SmartOffice Anywhere Help.


Resolved Issues


  • Including an apostrophe in SmartOffice Anywhere searches was producing unexpected results. This issue was resolved. (PMG-822490)
  • Several issues with SmartOffice Anywhere access for SmartView for Advisors users were resolved. These issues made the user experience inconsistent between SmartOffice Anywhere and SmartOffice Pro for SmartView Case Status-format users:

- The visibility of presale records was being determined by the presale insured instead of the presale advisor.


- Users were able to view the presale records of users they proxied for in addition to their own presale records.


- Group policies were not visible unless they were in the Underwriting stage.



(PMG-850460)