2020 Default Data Changelogs

December

2020.13The effective date for Expere EZ Config Default Data within the scope of this document for this release is December 2020.

Bulk Copy Product and Policy Applicabilities
Type: Enhancement Reference: PBI 648005, 645072 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: This release includes updates to the bulk copy functionality to include applicabilities. The applicabilities now display in the applicability card of the copied policy and product. Note that the applicabilities should be the same in both contents being copied. If there is a need to change the applicability, perform an individual copy rather than a bulk copy.

Update Insurer to Insurer Type
Type: Enhancement Reference: PBI 630815 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: This release updates to the program to change the term "Insurer" to "Insurer Type" across the program.

.NET Core Runtime
Type: Enhancement Reference: PBI 645063 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data Installation Instructions Expere EZ Config Default Data OD Installation Instructions
Summary: This release includes updates to the deployment process that have eliminated the need for the .NET Core Runtime to be installed on the server.

General Updates
Type: Enhancement Reference: PBI 644771, 634973, 629587 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

November

2020.12The effective date for Expere EZ Config Default Data within the scope of this document for this release is November 2020.

General Updates
Type: Enhancement Reference: PBI 636414, 628621 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

Install Updates
Type: Enhancement Reference: PBI 628334 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes an update to the installation process to remove the requirement to manually provide permissions to the private keys for the STS client certificate used by the application.

Updates to Support DGS Management Redirect Changes
Type: Enhancement Reference: PBI 629755 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes updates to support a redirect of DGS Management that was implemented to better suit a large number of accounts.

October

2020.11The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2020.

System Requirements: .NET Core Updates
Type: Enhancement Reference: PBI 641901 Compliance Impacts: This item is not a compliance or regulatory issue.
Summary: The Expere EZ Config Default Data application has been updated to run on the following: .NET Core 3.1.8 If you have older versions of .NET Core already installed, do not replace them with this version, as there are other dependent components that may require older versions. You may have multiple versions installed simultaneously.

System Requirements: .NET Core Updates

Type: Enhancement
Reference: PBI 641901
Compliance Impacts: This item is not a compliance or regulatory issue.

Summary: The Expere EZ Config Default Data application has been updated to run on the following:

.NET Core 3.1.8

If you have older versions of .NET Core already installed, do not replace them with this version, as there are other dependent components that may require older versions. You may have multiple versions installed simultaneously.

Column Sort
Type: Enhancement Reference: PBI 639456 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes updates to the column sorting arrows to ensure that the sort order behavior is consistent across the program. When the sort order is set to ascending, the arrow displays the ascending up arrow icon. Likewise, when the sort order is set to descending, the arrow displays the descending down arrow icon.

General Updates
Type: Enhancement Reference: PBI 625810 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

September

2020.10The effective date for Expere EZ Config Default Data within the scope of this document for this release is August 2020.

Upcoming Export Feature
Type: Upcoming Feature Reference: Feature Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes changes made to support the upcoming addition of export functionality. None of these changes are visible or available for use at this time, and this functionality will be fully available in a future release.

August

2020.9The effective date for Expere EZ Config Default Data within the scope of this document for this release is August 2020.

Policy Applicability Added and Changes to Organizations to Support Deposit Line of Business
Type: Feature Reference: Feature PBI 511557 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: This release includes changes to Organizations and the addition of Policy Applicability functionality to support the Deposit line of business. While these changes were made to accommodate Deposit functionality, note that these changes are available for all lines of business. The Organizations page has been updated to include information for Account Type, Charter, Insurer, and Jurisdictions and the ability to edit those account details. Refer to the following Account Details changelog for additional information. The following Policy Applicability additions have also been made: A Policy Applicability card has been added to the Policy Details page. This card displays selections made on the Add Policy popup page. Policy Applicability fields have been added when creating a new policy. Policy Applicability fields have been added to copy policy functionality. Applicabilities will copy from the original policy but can be changed. When making changes, any newly available applicabilities will be available for selection. Likewise, any applicabilities that have been removed will no longer be available. An Applied Applicabilities card has been added to the Product Details page. This card displays selections made for account purpose, type, etc. Additional applicabilities can be assigned from this card. The Assign Policies page now displays the selected applicability values. These values may be changed on the Assign Policies page.

Policy Applicability Added and Changes to Organizations to Support Deposit Line of Business

Type: Feature
Reference: Feature PBI 511557
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Config Default Data User Guide

Summary: This release includes changes to Organizations and the addition of Policy Applicability functionality to support the Deposit line of business. While these changes were made to accommodate Deposit functionality, note that these changes are available for all lines of business.

The Organizations page has been updated to include information for Account Type, Charter, Insurer, and Jurisdictions and the ability to edit those account details. Refer to the following Account Details changelog for additional information.
The following Policy Applicability additions have also been made:
- A Policy Applicability card has been added to the Policy Details page. This card displays selections made on the Add Policy popup page.
- Policy Applicability fields have been added when creating a new policy.
- Policy Applicability fields have been added to copy policy functionality. Applicabilities will copy from the original policy but can be changed. When making changes, any newly available applicabilities will be available for selection. Likewise, any applicabilities that have been removed will no longer be available.
An Applied Applicabilities card has been added to the Product Details page. This card displays selections made for account purpose, type, etc. Additional applicabilities can be assigned from this card.
The Assign Policies page now displays the selected applicability values. These values may be changed on the Assign Policies page.

Account Details
Type: Feature Reference: PBI 618536, 616050, 621012, 622682, 622679, 622992 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: A new Account Details page has been added, allowing you to define Account Type, Charter, Insurer, and Account Jurisdictions. These selections may control the data collection questions and options available with the Policies and Organizations pages. The Account Details page is available from the Organization page. The Account Details display within the Organizations page. These details also include the Status, Last Updated, and Last Updated By fields. This feature was added in support of the Deposit functionality, but will be available to non-Deposit users of the application. When you click Save on the Account Details page, the program updates ALL organizations and policies across all lines of business. This process may take several minutes to complete. You should avoid editing, opening, or creating new organizations or policies until this process has completed.

Account Details

Type: Feature
Reference: PBI 618536, 616050, 621012, 622682, 622679, 622992
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Config Default Data User Guide

Summary: A new Account Details page has been added, allowing you to define Account Type, Charter, Insurer, and Account Jurisdictions. These selections may control the data collection questions and options available with the Policies and Organizations pages. The Account Details page is available from the Organization page.

The Account Details display within the Organizations page. These details also include the Status, Last Updated, and Last Updated By fields.

This feature was added in support of the Deposit functionality, but will be available to non-Deposit users of the application.

When you click Save on the Account Details page, the program updates ALL organizations and policies across all lines of business. This process may take several minutes to complete. You should avoid editing, opening, or creating new organizations or policies until this process has completed.

Foreign Key Indexes
Type: Defect Reference: PBI 628879 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: The database for Expere EZ Config Default Data was updated to add indexes for some foreign keys. No additional action is required. These changes will be applied by the standard installation process.

July

2020.8The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2020.

New Roles and Permissions Available within Security Administration
Type: Enhancement Reference: PBI 625141 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes the addition of the following role and permission to the Security Administration component. This role and permission are being added in support of the upcoming import/export feature within EZ Config Default Data: Default Data Power User (role) Import Default Data Details (permission) Users assigned to this role will have this new permission along with the Basic Access for Default Data permission assigned. Note that this role is not automatically assigned to any user.

New Roles and Permissions Available within Security Administration

Type: Enhancement
Reference: PBI 625141
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: None

Summary: This release includes the addition of the following role and permission to the Security Administration component. This role and permission are being added in support of the upcoming import/export feature within EZ Config Default Data:

Default Data Power User (role)
Import Default Data Details (permission)

Users assigned to this role will have this new permission along with the Basic Access for Default Data permission assigned. Note that this role is not automatically assigned to any user.

Enhanced Timeout
Type: Enhancement Reference: PBI 617982 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: This release includes the addition of timeout popup warning message. This message displays 5 minutes before your session expires and provides an opportunity to either extend the session or sign out.

June

2020.7The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2020.

Upcoming Deposit Feature
Type: Upcoming Feature Reference: PBI 595174 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes some user interface changes implemented for an upcoming feature to allow Default Data to support Expere Deposit content. A new card has been added to the Policy Detail page. Currently, no information displays within this card. More details about this card will be shared when the full feature is released.

Updated Transform Variable
Type: Enhancement Reference: PBI 615256 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data Installation Guide
Summary: This release includes an update to the transform variables to accommodate the Health Check functionality for the Repost Service. The sample transform.xml file has also been updated.

Update-Transaction and Update-Transaction by Name APIs
Type: Enhancement Reference: PBI 615518 and 615560 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config EZ Gateway Web Services Guide
Summary: In this release we have duplicated the Update Transaction API and Update Transaction by Name API from the Default Data web services to the EZ Gateway web services. The APIs available within EZ Gateway have been enhanced to support multiple account scenarios for deposit lines of business. These APIs within Default Data will be deprecated from the Default Data web service, and you should instead use the APIs available within the EZ Gateway web service.

Update-Transaction and Update-Transaction by Name APIs

Type: Enhancement
Reference: PBI 615518 and 615560
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Config EZ Gateway Web Services Guide

Summary: In this release we have duplicated the Update Transaction API and Update Transaction by Name API from the Default Data web services to the EZ Gateway web services. The APIs available within EZ Gateway have been enhanced to support multiple account scenarios for deposit lines of business. These APIs within Default Data will be deprecated from the Default Data web service, and you should instead use the APIs available within the EZ Gateway web service.

General Updates
Type: Enhancement Reference: PBI 618611 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes general updates not visible to the user.

May

2020.5The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2020.

Repost Activity
Type: Feature Reference: PBI 592939, 592952, 592937, 593148, 593469, 594272, 593468, 602052, 600833, 593475 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: This release includes the addition of repost activity reporting, which allows you to see when your content source alias has been redirected to a different library. We have added a Repost icon to the left navigation panel in the program. Click this icon to open the Repost Activity page. When working with newly released content and keeping the same source alias, the tool managing the content will trigger the Repost. Users are able to view the details of the repost with the pages added for this functionality. No Copy is required for the Organizations, Products, and Policies associated to this content. If using a new content source alias with the newly released content, then a Copy function would be required. The Heath Check functionality has been updated to include the EZ Config Service.

Repost Activity

Type: Feature
Reference: PBI 592939, 592952, 592937, 593148, 593469, 594272, 593468, 602052, 600833, 593475
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Config Default Data User Guide

Summary: This release includes the addition of repost activity reporting, which allows you to see when your content source alias has been redirected to a different library. We have added a Repost icon to the left navigation panel in the program. Click this icon to open the Repost Activity page.

When working with newly released content and keeping the same source alias, the tool managing the content will trigger the Repost. Users are able to view the details of the repost with the pages added for this functionality. No Copy is required for the Organizations, Products, and Policies associated to this content. If using a new content source alias with the newly released content, then a Copy function would be required.

The Heath Check functionality has been updated to include the EZ Config Service.

Login Page Redirect After Expired Session
Type: Enhancement Reference: PBI 602210 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes an update to the Login page to ensure that after a session has expired, users get redirected to the application Login page and will no longer see an error indicating the page is not working.

Account List Drop Down
Type: Enhancement Reference: PBI 607954 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes an enhancement to the Account List drop down field. Now, accounts listed in the field are sorted in alphabetical order, A-Z.

Non-Authorized User Layout
Type: Defect Reference: PBI 611301 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes updates to the layout of the popup window that displays when a unauthorized user attempts to log in to the program.

April

2020.4The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2020.

Repost Activity
Type: Feature Reference: PBI 592939, 592952, 592937, 593148, 593469, 594272, 593468, 602052, 600833 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: With this release, we are working on developing the Repost Activity functionality. While some of the changes have been implemented to accommodate this functionality, the feature is not yet fully functional. When available, this feature will allow you to see when your content source alias has been redirected to a different library.

March

2020.3The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2020.

Repost Activity
Type: Feature Reference: PBI 592939, 592952, 592937, 593148, 593469, 594272, 593468 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: With this release, we are working on developing the Repost Activity functionality. While some of the changes have been implemented to accommodate this functionality, the feature is not yet fully functional. When available, this feature will allow you to see when your content source alias has been redirected to a different library.

February

2020.2The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2020.

Logging Enhancement
Type: Enhancement Reference: PBI 593446 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes the additional behind the scenes enhancements to logging functionality.

January

2020.1The effective date for Expere EZ Config Default Data within the scope of this document for this release is January 2020.

New Transform Variable
Type: Enhancement Reference: PBI 591291, 584612, 580103 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data Installation Guide
Summary: A new transform variable was added recently as a result of changes to functionality between Default Data and STS. The following transform variable is documented within the Expere EZ Config Default Data Installation Guide. Additionally the sample transform provided in the Installation Guide and on the release media has been updated. DefaultData.STSAdmin.Url

Data Certificate Installation
Type: Enhancement Reference: PBI 589856 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data Installation Guide
Summary: This release includes changes to the STS Administration data certification installation process. We have updated the installation procedure with a script that automatically generates and places the necessary certificates. You no longer have to locate the certificates on the release media and manually import them to the specified location. As a result, the data certificates previously provided on the release media have been removed.

Data Certificate Installation

Type: Enhancement
Reference: PBI 589856
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts: Expere EZ Config Default Data Installation Guide

Summary: This release includes changes to the STS Administration data certification installation process. We have updated the installation procedure with a script that automatically generates and places the necessary certificates. You no longer have to locate the certificates on the release media and manually import them to the specified location. As a result, the data certificates previously provided on the release media have been removed.

Authorization Logging
Type: Enhancement Reference: PBI 592809 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: None
Summary: This release includes the logging of authorization failures and successes.

User Profile Update
Type: Enhancement Reference: PBI 580103 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data User Guide Expere EZ Config Default Data Installation Guide
Summary: This release includes an enhancement to the User Profile link available within the application. Now, when clicking the username/profile link in the upper right hand corner of the page, the menu includes an option for Profile Settings, which navigates you to the Profile Settings page with Security Administration within a separate browser tab.

Expere EZ Config Support Permission Added
Type: Enhancement Reference: PBI 584628, 584662, 584670, 584680, 584797, 584885 Compliance Impacts: This item is not a compliance or regulatory issue. Documentation Impacts: Expere EZ Config Default Data Installation Guide Expere EZ Config Default Data User Guide
Summary: This release includes the addition of the Expere EZ Config Support access permission. This permission provides view-only access to all accounts within the system and is intended for support role purposes. This permission provides access to every account within your system; thus, we recommend providing this permission to select users only. Users with this permission have the ability to view (and thus, troubleshoot) all accounts across your system, but are prevented from inadvertently modifying any data within those accounts.

Expere EZ Config Support Permission Added

Type: Enhancement
Reference: PBI 584628, 584662, 584670, 584680, 584797, 584885
Compliance Impacts: This item is not a compliance or regulatory issue.
Documentation Impacts:
- Expere EZ Config Default Data Installation Guide
- Expere EZ Config Default Data User Guide

Summary: This release includes the addition of the Expere EZ Config Support access permission. This permission provides view-only access to all accounts within the system and is intended for support role purposes. This permission provides access to every account within your system; thus, we recommend providing this permission to select users only. Users with this permission have the ability to view (and thus, troubleshoot) all accounts across your system, but are prevented from inadvertently modifying any data within those accounts.