I am pleased to announce that SchemeServe LABS will be updated tonight (3rd), and the LIVE site will be updated next Wednesday night (16th) with the following new features and updates:
Can now control access to the matrix for underwriters and admins separately. In the Scheme Editor you can choose to allow Underwriters to be able to see the calculations or not. This means you can give access to these numbers without access to the whole system and so improve your site security.
You can now selectively control which Endorsements are output to documents, using the new [Underwriting.Memorandum=<prefix>] dynamic field. http://help.schemeserve.com/index.php?title=Editing_Endorsements
The way Agent Statements can be managed is now enhanced significantly. You can schedule statements to be sent to individual agents or groups of agents at specific times or intervals and change the layout of the email sent. You can read more about this, and watch a short video demonstration at http://help.schemeserve.com/index.php?title=Agent_Statements
11985 Resolved an issue around seeing previous versions of question sets
11978 Resolved a minor issue with yes/no drop down questions when used in tables
11962 Resolved an issue that hindered adding new pages to multi page question sets during post quote on the matrix page
11955 Added the ability to copy a multi page item on an MTA
11954 Multi page questions now show automatically on an MTA
11941 Multi page premiums for risk groups improved processing
11940 Resolved issue with selecting insurers in a multi page
11939 Improved access to documents created by a child site in the case view
11932 Removing rows from one table and adding them to a different table in rating now works correctly
11929 Resolved issue where some deleted multi page items are still shown
11927 Resolved issue with rates not setting for formulas in a table referring to the table in its settor
11898 Claims fields now show the correct currency on first access to the claims tab
11721 Discounts now save correctly on Multi page cases.
10478 The dates on a claim can now be amended.
11007 Change to prevent brokers from being able to delete notes on a case
The patch has been extensively tested by us, however should you notice anything out of place, please do let us know either by calling our support line, and we'll make sure to take care of you.
PS. Our next update is planned for end of January 2017