1          Summary

• A new asset class will be introduced to allow for investors to invest in premium funding agreements. Premium funding enables businesses to pay their insurance premiums in easy to manage monthly instalments.
  

• A number of issues have been resolved, detailed below
  

2          Take Note Of

• No new portal content blocks that have been added that require personalisation.
  

• No new custom content blocks have been added.
  

• No new security permissions that have been added that need to be assigned to user groups to allow access.
  

• No new display variables have been added.
  

• No new decision tree variables have been added.
  

3          Release Details

      

	ClearMatch Portal – Tasks
	When a task is created, either manually or via the automated task workflow, a note is generated and can be emailed to the person the task is assigned to.  The following improvements have been made:   The note is generated against the note category ‘Tasks – Assign To User” and is now saved against the task. This allows for the display variables of the task to be included in the email i.e. What the task has been assigned to : [[Client]] Category:     [[TaskCategory]] Follow Up Date:      [[FollowUpDate]] Follow Up Time:     [[FollowUpTime]] Priority:       [[Priority]] Status:          [[TaskStatus]] The following note content has been loaded against the note category and can be modified by finance companies A task has been raised for your attention. The task applies to – [[Client]] with a priority of [[Priority]] and requires you to follow up by [[FollowUpDate]] at [[FollowUpTime]] and has been categorised under [[TaskCategory]]. Please view the task details "My Tasks" The filter on the task workflow will default to have the “is active” option selected so as to improve selection
	ClearMatch Fusion – Originator Control Accounts
	When adding control accounts to originators, the selection lists will only present accounts that can be selected. If a control has already been assigned to another originator it will not appear in the list
	Smartfund BOTS Engine
	The rule in BOTs to place bids If the “Allow Smartfund Bidding” business rule is set to true AND either of the below apply 1) If "finance applications via market" on originator group product business rules (for the product and orig group of the application being funded) is set to true AND the " Finance Agreement and Investment Administration " setting on the originator group product is set to true AND the originator group has "investing" set to true then BOTS must fund applications for the originator group and product OR 2) If "finance applications via market" on originator group product business rules (for the product and originator group of the application being funded) is set to false AND the " Finance Agreement and Investment Administration " setting on the originator group product is set to true then BOTS must fund applications for the originator group and product
	Next Of Kin
	On both the portal app page and on edit application, there is validation to make sure the next of kin details have to be supplied. This is incorrect and has been removed as requiring next of kin details should be controlled within the decision tree
	Portal – Sign In
	When a staff member was created, if the clearance level had not been defined, the user would receive an error message when trying to sign in to the portal.

	Support Ticket 7578
	Improved the performance of the application page steps

4          Data Warehouse