2021 Default Data Changelogs

December

2021.13The effective date for Expere EZ Config Default Data within the scope of this document for this release is December 2021.

December Installation / Upgrade Notes
Note the following installation and upgrade changes since the November 2021 release. The location of the associated changelog is identified in parentheses:
  • No Installation/Upgrade Changes
Edit Applicabilities
  • Type: Feature
  • Reference: PBI 677986, 683877, 681372, 679161, 681366, 685488, 685743, 681633, 681638, 684182, 684183, 681742, 681852/681910, 681743, 684185, 684187, 684190, 684186, 681923, 688396, 689654, 691751,696028, 697802 , 696089, 697804, 697797, 696081, 701649
  • Documentation Impacts: Expere EZ Config Default Data User Guide
Summary: This release includes the ability to edit the Policy Applicabilities. There are two possible workflow scenarios associated with this functionality. In the first scenario, you may edit your policy and product applicabilities as a matter of maintenance of your organization's policies and products. In the second scenario, a change in content may require you to edit applicabilities for products and policies. For example, a new content release may introduce a new applicability or have an applicability removed. As you copy or repost your products and/or policies to the new content, you will find it necessary to edit the applicabilities assigned to your existing products and/or policies to ensure your products and policies are accurate.
Important: Editing the policy applicabilities requires a thorough review of all policy data, as all questions already answered could be affected by a change in applicability, and sometimes it is not readily apparent when something has changed within a policy.
Tip: We strongly recommend making a copy of your policy prior to making any applicability changes. Doing so allows you the ability to retain the original policy while making your changes to the copied version.

Refer to the Expere EZ Config Default Data User Guide for additional information.
User Interface Changes: Required Fields
  • Type: Enhancement
  • Reference: PBI 680252
Summary: This release includes updates to how required fields display within the program to make them consistent across the program. Throughout the program, unpopulated required fields now display with a red line to indicate the field is required.
Repost and Bulk Copy: Null Applicabilities Changes
Summary: This release includes changes to how the repost and bulk copy functionality processes Null Applicabilities for a policy that was not updated prior to running the Repost or Bulk Copy. Now, the program will post the following message when the Repost or Bulk Copy completes to alert users that updates may be necessary:

Review Applicabilities - Manual updates may be required

Account Details: Not Specified Option Available
Summary: This release includes updates to the Account Details dropdown fields (Account Type, Insurer Type, and Charter) to include a new Not Specified option. This option may be used to clear out any erroneously selected values or to set a value as Not Specified. Note that selecting Not Specified will affect what you will be able to enter in Policies for any Deposit Line of Business. As a result, it is highly recommended that you enter an actual value for Deposit Line of Business. (Other Lines of Business are not affected at this time; the Content Release Notes will indicate when other Lines of Business will be affected by using this value.)
General Updates
  • Type: Enhancement
  • Reference: PBI 700179, 702205, 700263
Summary: This release includes general updates not visible to the user.

November

2021.12The effective date for Expere EZ Config Default Data within the scope of this document for this release is November 2021.

November Installation / Upgrade Notes
Note the following installation and upgrade changes since the September 2021 release. The location of the associated changelog is identified in parentheses:
  • Miscellaneous Changes:
    • New Audience Value for Integrator Documentation (2021.12)
    • Swagger Available for API Framework (2021.12)
Assign Policy Page Changes
Summary: This release a change to the Assign Policy Page so that the Line of Business's applicabilies and values are always displayed. This change allows you to leave an Applicability as Not Selected. When working with data converted from OPPSA, this change allows you to save the applicability with a valid value (including Not Selected) in order to remove the NULL value and warning sign that may display for any products after converting.
Swagger Available for API Framework
  • Type: Enhancement
  • Reference: PBI 691604, 700611
Summary: This release includes the availability of Swagger for customer use. Swagger can be used to generate API framework.
Important: Swagger is not inteded to be a source of API documentation as not every API available within Swagger is inteded for integration use. APIs intended for integration use are documented within the Expere EZ Config Default Data Web Services Guide. All undocumented APIs are used behind the scenes to support the user interface and should not be used.
New Documentation URL
Summary: This release includes changes to the documentation URL; specifically, we have created an additional audience value to better support our self-hosted customers with the differences between documentation for down stream users and integrators themselves. With this release, the documentation intended for integrators will use a new audience value, which has been updated on the Document Generation Services Landing Page. Documentation being hosted for your downstream customers will continue to use the existing audience value.
General Updates
  • Type: Enhancement
  • Reference: PBI 692343, 697561
Summary: This release includes general updates not visible to the user.

October

2021.11The effective date for Expere EZ Config Default Data within the scope of this document for this release is October 2021.

Scroll Bars Added to Copy Policy
  • Type: Enhancement
  • Reference: PBI 680103
Summary: This release includes the addition of scroll bars to the Copy Policy page to allow users to scroll and see the contents of the entire window.
General Updates
  • Type: Enhancement
  • Reference: PBI 690192, 689093
Summary: This release includes general updates not visible to the user.

September - Out of Band

2021.10The effective date for Expere EZ Config Default Data within the scope of this document for this release is September 2021.

Warning Icons
  • Type: Feature
  • Reference: PBI 695816
Summary: With this release you may see some enhancements related to a feature currently under development. In some cases when performing an OPPSA Conversion, you may see a warning icon associated with a specific policy or product. This warning icon displays because an applicability did not get set as part of the conversion for the specific policy or product, which is more prevalent with the inclusion of fewer policy types in the converted OPPSA products. Warnings on products have no effect on document generation. Warnings on policies you should review more carefully, as there may be data that is dependent on an applicability that was not set.

A future release will include an enhancement to hide the warning icons.
General Updates
  • Type: Enhancement
  • Reference: PBI 698092
Summary: This release includes general updates not visible to the user.

September

2021.9The effective date for Expere EZ Config Default Data within the scope of this document for this release is September 2021.

September Installation / Upgrade Notes
Note the following installation and upgrade changes since the March 2021 release. The location of the associated changelog is identified in parentheses:
  • Transform Variable Changes:
    • The following optional variables were added, with the default value listed: (2021.7)
      • <Property Id="DefaultData.RabbitMQSettings.RepostsQueueName" Value="reposts" />
      • <Property Id="DefaultData.RabbitMQSettings.AccountsQueueName" Value="accounts" />
      • <Property Id="DefaultData.RabbitMQSettings.ConversionsQueueName" Value="conversions" />
    • A new transform variable was added to support customizing the maximum import and export file size:<Property Id="DefaultData.ExportImportFileMaxSizeBytes" Value="6000000" /> (2021.4)
    • A new transform variable was added to support customizing the maximum logo size:<Property Id="DefaultData.LogoFileBase64MaxSizeBytes" Value="614400" /> (2021.4)
    • A new transform variable was added to support the bulk copy functionality: EzConfigServiceCopiesQueueName(2021.7)
  • Octopus Variable Changes:
    • The EzConfigServiceQueueName was renamed to EzConfigServiceRepostsQueueName (2021.7)
    • The following variables were added, with the default value listed: (2021.7)
      • EzConfigServiceConversionsQueueName = "conversions"
      • EzConfigServiceAccountsQueueName = "accounts"
  • Changes to Prerequisites:
    • Edge browser now supported. (2021.6)
    • .NET Core 5 is now required (2021.8)
  • Miscellaneous Installation Changes:
    • First time installation always creates app pool (2021.9)
    • Log File Naming Convention Updated (2021.5)
OPPSA Conversion Changes
Summary: Several updates have been made to the OPPSA Conversion process, including the following:
  • Account Details Information. The Conversion now includes the appropriate Account Details information.
    Note: In order to ensure this information is converted properly, complete the Account Details information prior to running the conversion.
  • Conditional Conversion. A number of data items have been identified as converting conditionally, depending on how the data is saved within OPPSA. Refer to Appendix C of the OPPSA Conversion Guide for specific data fields.
  • Expere Changes. Additional changes were implemented within Expere to accommodate conversion. Refer to the Expere Changelogs for details regarding changes made there.
.NET Core 5
  • Type: System Requirements Updates
  • Reference: PBI 654525
  • Documentation Impacts: DGS Installation Guide
Summary: With this release, .NET Core 5 is now required for installation.
Installation Changes
  • Type: Enhancement
  • Reference: PBI 686049
Summary: This release includes changes to the first-time installation process to ensure the install always creates the app pool.
General Updates
  • Type: Enhancement
  • Reference: PBI 686009, 689091
Summary: This release includes general updates not visible to the user.

August

2021.8The effective date for Expere EZ Config Default Data within the scope of this document for this release is August 2021.

Bulk Copy Functionality
  • Type: Feature
  • Reference: PBI 681520, 681521, 683060, 681523, 681525
Summary: This release includes updates to the bulk copy functionality, most of which are behind-the-scenes changes. The following changes will be visible to users:
  • When the Status updates to a status of Complete, the Last Refreshed date/time stamp field updates to reflect the final time the Copy completes.
  • Users are now redirected to the Copy List page after clicking Copy and no longer wait on the Copy Details page for the response.
Bulk Copy: Transform Changes
Summary: This release includes the addition of a new transform variable. This variable has been added to support the upcoming Bulk Copy feature.

EzConfigServiceCopiesQueueName

This variable is used to specify which RabbitMQ queue to use between Default Data and EZ Config Service when users are creating copies. By default, this variable is set to "Copies."

General Updates
  • Type: Enhancement
  • Reference: PBI 677208, 683460, 677372, 683494
Summary: This release includes general updates not visible to the user.

July

2021.7The effective date for Expere EZ Config Default Data within the scope of this document for this release is July 2021.

OPPSA Conversion
Summary: This release includes the addition of the OPPSA conversion feature. The purpose of this feature is to allow OPPSA users to convert their OPPSA policies to Default Data in anticipation of the sunset of the OPPSA product. Refer to the OPPSA Data Conversion Guide for detailed information on using this functionality.

Installation Notes: OD Variables (For EZ Service)

The EzConfigServiceQueueName was renamed to EzConfigServiceRepostsQueueName

The following variables were added, with the default value listed:
  • EzConfigServiceConversionsQueueName = "conversions"
  • EzConfigServiceAccountsQueueName = "accounts"

Installation Notes: Transform XML Variables

The following optional variables were added, with the default value listed:
  • <Property Id="DefaultData.RabbitMQSettings.RepostsQueueName" Value="reposts" />
  • <Property Id="DefaultData.RabbitMQSettings.AccountsQueueName" Value="accounts" />
  • <Property Id="DefaultData.RabbitMQSettings.ConversionsQueueName" Value="conversions" />
Navigation Menu Update
  • Type: Enhancement
  • Reference: PBI 678441
Summary: This release includes an update to the redesigned navigation menu. We have updated the functionality to ensure that the More flyout menu now closes when one of the menu options is selected or if More is clicked a second time.
Import File Size Check
  • Type: Enhancement
  • Reference: PBI 672403
Summary: With this release we have add a validation to the program to check the import file size earlier in the import process. Previously, if the file you were attempting to import was too large, you would receive an error once the Import button was clicked on the Import Detail page. With this enhancement, the validation now occurs on the Import Default Data popup window when you select a file to import. If the file is too large to import, a message stating "File is too large" displays below the filename of the selected import file, and the Load Import button is disabled.
Import Updates
  • Type: Defect Correction
  • Reference: PBI 682035
Summary: This release includes general improvements to the Product import process.
General Updates
  • Type: Enhancement
  • Reference: PBI 679398, 669833, 669835, 679417, 681606, 677186
Summary: This release includes general updates not visible to the user.

June

2021.6The effective date for Expere EZ Config Default Data within the scope of this document for this release is June 2021.

Support for Edge Browser
Summary: With this release, the use of the Microsoft Edge browser is now supported for use with EZ Config Default Data.
Assign Policy Page: Applicability
  • Type: Defect Correction
  • Reference: PBI 677078
Summary: This release includes a fix to the filtering behavior when selecting an applicability for a product. Previously, changing the selection of an applicability for a product sometimes removed the selection of a policy not having the changed applicability.
Redesigned Navigation
Summary: This release includes a redesign of the left side navigation menu. With this update, we have added a More icon to the menu. When clicked, the More icon displays a submenu with additional navigation icons. The Copy, Repost, Export, and Import icons are now included on the More submenu and no longer display on the main Navigation menu.

The More icon also includes the addition of a Conversion menu option. The Conversion menu displays only for those users with the assigned conversion permissions. This menu option was added to support the data conversion functionality, which will be delivered in a future release.

Import Updates
  • Type: Defect Correction
  • Reference: PBI 675570
Summary: This release includes general improvements to the Product import process.
General Updates: User Interface
  • Type: Defect Correction
  • Reference: PBI 676494
Summary: This release includes an update to the interface to improve the appearance of records on the Product List page when deleting multiple Products.
General Updates
  • Type: Enhancement
  • Reference: PBI 676309, 675177, 676563
Summary: This release includes general updates not visible to the user.

May

2021.05The effective date for Expere EZ Config Default Data within the scope of this document for this release is May 2021.

Deleting Multiple Organizations
Summary: This release includes the ability to now delete multiple organizations at a time. This functionality was added so that when performing a bulk copy, you can easily remove multiple old organizations at one time instead of having to remove them individually. The Organization List page now contains checkboxes for each Organization. When one or more organizations are checked, the number of selected organizations displays at the bottom of the page. Click Delete to delete the selected Organizations. A popup message allows you to confirm or cancel the deletion.
Deleting Multiple Policies
Summary: This release includes the ability to now delete multiple policies at a time. This functionality was added so that when performing a bulk copy, you can easily remove multiple old policies at one time instead of having to remove them individually. The Policy List page now contains checkboxes for each Policy. When one or more policies are checked, the number of selected policies displays at the bottom of the page. Click Delete to delete the selected Policies. A popup message allows you to confirm or cancel the deletion.
Deleting Multiple Products
Summary: This release includes the ability to now delete multiple products at a time. This functionality was added so that when performing a bulk copy, you can easily remove multiple old products at one time instead of having to remove them individually. The Product List page now contains checkboxes for each Product. When one or more products are checked, the number of selected products displays at the bottom of the page. Click Delete to delete the selected Products. A popup message allows you to confirm or cancel the deletion.
Copy Policy with Applicabilities
  • Type: Defect Correction
  • Reference: PBI 671620
Summary: This release resolves an issue where previously when copying a Product with a Policy with Applicabilities within the same alias, the Product's assigned Applicabilities did not copy as expected. With this update, the Product now copies with the Policy and attached Applicabilities as intended.
Log File Naming Convention Updated
  • Type: Enhancement
  • Reference: PBI 669837
Summary: The log file naming pattern has been updated to the following format. In instances where the log file exceeds 20mb, the log creates multiple files and appends them with _NNN.
Format Example
DefaultDataYYYYMMDD DefaultData20210101
DefaultDataYYYYMMDD_NNN DefaultData20210101_001
General Updates
  • Type: Enhancement
  • Reference: PBI 672299, 667950, 668046, 672636, 672687
Summary: This release includes general updates not visible to the user.

April

2021.04The effective date for Expere EZ Config Default Data within the scope of this document for this release is April 2021.

Maximum Import File Size
Summary: This release includes changes to the maximum allowed import file size. With this update, imported files larger than 6 Mb will not upload, and you will receive the following error message:

File size is too large. Contact your System Administrator.

A new transform variable was added to support customizing the maximum import and export file size:

<Property Id="DefaultData.ExportImportFileMaxSizeBytes" Value="6000000" />

This property is used to set the maximum import and export file size, in bytes.
Import/Export Logo Size
Summary: This release includes changes to the maximum allowed logo size. With this update, logo image files must be smaller than 600kb or the upload will be rejected and you will receive the following error message:

The logo file size is too large. Contact your System Administrator for further assistance.

A new transform variable was added to support customizing the maximum logo size:

<Property Id="DefaultData.LogoFileBase64MaxSizeBytes" Value="614400" />

This property is used to set the maximum logo file size, in bytes. This file size of the encrypted file in Base64 format. (Note that .png and .jpg files are approximately 25% smaller, so a 600 kb file limit is approximately 420kb .jpg or .png.)
General Updates
  • Type: Enhancement
  • Reference: PBI 661585, 664498, 665063, 669995, 669826
Summary: This release includes general updates not visible to the user.

March

2021.03The effective date for Expere EZ Config Default Data within the scope of this document for this release is March 2021.

March Installation / Upgrade Notes
Note the following installation and upgrade changes since the September 2020 release. The location of the associated changelog is identified in parentheses:
  • Transform Variable Changes:
    • Three new transform variables were added to specify logging levels. (2021.2)
      • <Property Id="DefaultData.LogLevel.Serilog" Value="Information"/>
      • <Property Id="DefaultData.LogLevel.Microsoft" Value="Information"/>
      • <Property Id="DefaultData.LogLevel.System" Value="Information"/>
  • Octopus Variable Changes:
    • None
  • Changes to Prerequisites:
    • .NET Framework is no longer required for EZ Config Default Data. (2021.3)
      Note: Other components may still require .NET Framework.
    • .NET Core is no longer required for EZ Config Default Data (2020.13)
      Note: Other components may still require .NET Core.
      Note: This update replaces an earlier change requiring .NET Core 3.1.8 (2020.11)
  • Miscellaneous Installation Changes:
    • Permissions to private keys for STS client certificate no longer manually required. (2020.12)
    • DGS Management Redirect. (2020.12)
Removed .NET Framework as Install Prereq
Summary: This release includes updates to the installation documentation to remove .NET Framework as a prerequisite for installation. This is a documentation-only update; the prerequisite was eliminated in an earlier release, and it inadvertently remained documented as a prerequisite. Please note that other components may still require .NET Framework to be installed.
Importing and Exporting Default Data
Summary: This release includes the addition of Export and Import functionality. This functionality was added to allow users the ability to transfer information from one environment to another environment, such as from a test environment to a production environment. Using the Export and Import feature eliminates the need to re-create these items on a different environment. This functionality is also useful in providing insight during troubleshooting and support issues.

Refer to the EZ Config Default Data User Guide for instructions on using this new feature.
General Updates
  • Type: Enhancement
  • Reference: PBI 660584, 654530, 656208, 658160, 658158, 656160, 661910
Summary: This release includes general updates not visible to the user.

February

2021.2The effective date for Expere EZ Config Default Data within the scope of this document for this release is February 2021.

Logging Levels Added; New Transform Variables Available
Summary: This release includes new transform variables. These new variables allow you to specify different levels of logging. Specifically, the variables allow you to designate an Information level of logging in addition to the already default Debug setting, which sometimes results in very large log files. The following variables were added. Note that you can specify different logging levels for Serilog, Microsoft, and system level. These variables are not required settings. No action is required if the "Information" level is sufficient for your organization.
  • <Property Id="DefaultData.LogLevel.Serilog" Value="Debug"/>
  • <Property Id="DefaultData.LogLevel.Microsoft" Value="Information"/>
  • <Property Id="DefaultData.LogLevel.System" Value="Information"/>
General Updates
  • Type: Enhancement
  • Reference: PBI 655672, 654473, 637978, 649682, 656529, 658537, 659074
Summary: This release includes general updates not visible to the user.

January

2021.1The effective date for Expere EZ Config Default Data within the scope of this document for this release is January 2021.

Assign Policies Enhancement
  • Type: Enhancement
  • Reference: PBI 629271
Summary: This release includes enhancements to the Assign Policies page to ensure that the policy cannot be selected until the applicability filters have loaded.
Updated UpdateTransaction APIs
  • Type: Enhancement
  • Reference: PBI 648886
Summary: This release includes updates to the UpdateTransaction APIs so to provide additional error message detail related to the merging of transaction XML with Default Data organizations and products. The enhanced error messages are returned within the API response. The error messaging is intended to provide additional clarification if there are two data items set as different values within your products.

These changes were prompted by behind the scenes changes to the Expere UpdateTransaction API.

Also note that when doing multiple products for Deposit, the API no longer requires all the policies to be the same.

Column Alignment Updates
  • Type: Enhancement
  • Reference: PBI 645900
Summary: This release includes updates to the alignment of columns on all list pages to make the appearance consistent across the program.
Updated API Parameters Documentation
Summary: This release includes updates to the web services documentation to list certain parameter items as integers instead of strings. We also updated the documentation to reflect that some values are optional and not required, as they previously were inadvertently documented incorrectly.
General Updates
  • Type: Enhancement
  • Reference: PBI 650906, 651909
Summary: This release includes general updates not visible to the user.