This week’s release brings several new features and improvements across multiple platforms. Key updates include enhancements to the Dependents section, where "Son" and "Daughter" have been moved to the top of the Relationship Type list, and an improved user experience for the Credit Report with a success and next steps modal. In the Adviser Portal, Home Insurance cases now have editable case statuses, while the Mortgage Form introduces additional "Source of Funds" options and an Annual Building Insurance field. We've also added important warnings and fields across various forms and fixed numerous bugs to enhance overall functionality.

What's New

Updates:

· Dependents Section: Moved "Son" and "Daughter" to the top of the Relationship Type list.

· Experian Credit Report: Improved user experience with a success and next steps modal.

· Adviser Portal: Case status is now editable for Home Insurance cases.

· Mortgage Form: Added more source of funds options to the "Source of Funds" field.

· Protection: Added Benefit Payment Frequency to the Benefits Question set in the Client Portal.

· Mortgages: Modal added to update an existing mortgage case as redeemed when a remortgage is completed.
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· Adviser Portal: Added Premium Field per benefit.

· Mortgage Form: Added Annual Building Insurance field.

· Multi-policy Protection: Warning message added to the "Save" button.

· SmartrConnect: Added Darlington Building Society.

· Download Event: Created a MixPanel event for file downloads (Experian).

· Validation Errors: Updated error messages for credit report (Experian).

· Credit Report: Now correctly displayed in the Financial Docs folder in DocStore.

· Mandatory Tasks: Added updates to the Tasks side panel.

SBG Updates:

· Protection Fact Find: Added custom validation for 'Is the applicant a smoker?' question.

· Mortgages: Advisers can now mark a case as 'Redeemed.'

· Navigation: Renamed the "Documents" tab to "Document Templates" for all users.

· Home Insurance: Advisers can now mark a case as 'Cancelled' or 'Lapsed.'

· Protection: Automatically cancel or lapse benefits when protection cases are cancelled or lapsed.

· Mortgages: Valuation emails will not be sent for 'Redeemed' cases.

· Client Portal: Removed question from the Interest Rates section in FactFind.

· Fact Find: Removed the Interest Rates question for all users.

· Credit History: Fields now auto-fill after credit history questions and report.

· New Mortgage Case: Fixed issue where the new case did not default to 'New Lead.'

· Credit History: Answers now cleared correctly when Yes/No is selected.

Bug Fixes

· Benefit Premium field now accepts decimals.

· Fixed issue with bank details not saving when unmasked in the Client Portal.

· Solicitor Paid date is now properly saved.

· Mortgage Status: Validation message now displays when the field is left blank.

· Fixed error when accessing Tasks from the Cases/Workflow page.

· Creditor Company: Validation error now displayed when needed.

· IRESS: Fixed resubmission issue for new links.

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