Released on 25th October 2023​

Improvements and Enhancements​

Assigning case activities in bulk - we recently launched a new feature that allowed our customers to bulk assign case activities to contacts within the Claims Automation dashboard. This feature has now been further enhanced to allow you to bulk assign case activities to any contacts, not just those contacts already associated with a case. This recent addition adds even more flexibility and removes the need to rely on third party tools and teams to add these case activities for you.

On the contacts page, simply filter for the contacts you wish to apply the case activities to, select 'Assign activity to admin contacts' from the Contact Automations menu and follow process.

Case Attributes Export and Import

Staying on the theme of bulk update of data within Claims Automation (somthing that is becoming more common as customer cases evolve), we've provided a set of functions that allow you to export case attributes so they can be updated off-line e.g. in Excel and then updated via an import back into Claims Automation. This again removes the need for the customer to provision third party tools and services in order to complete the data manuipulation tasks.

On the contacts page, select the contacts for which you wish to download the case attribute data. Your download will be available on the Automations Overview page. Once you have downloaded, you can use the 'UPDATE CASE CONTACT ATTRIBUTES' button on the contacts page to complete the import.

Contact Data Export and Import

Contact data (properties and attributes) can now be exported for off-line processing or amendment. It can be re-imported subsequently if you wish to update values within Claims Automation.

Simply select the contacts for which you would like to export data on the contacts page, select 'Export contact data' from the 'CONTACT AUTOMATIONS' menu and download. Once prepared, your file will be available for download from the 'Automations Overview' page.

Import/Export Behind Permissions

As we have made more data available to the export and import processes, we have identified the need to place the numerous export and import functions specifically behind the 'client bulk data' and client bulk update' functional permissions respectively. This is to ensure local system administratrors can effectively control access to the data.

If you previously had access to these functions and no longer do, please contact your local administrator in the first instance to ensure the correct permissions are applied to your role.

Privileged Attributes

As customers have stated to collect different types of data from their clients, the need to treat this data with different levels of sensitivity has increased. In response, we have introduced 'priviledged attribites' types. These attribute types allow those with the correct permissions to view and edit these attribute values while those without can only view them. This new attribute type compliments the 'read-only', 'read-write' and 'protected' attrtibute types we currently offer and together provide flexibility with respect the visibility and access to your data within Claims Automation.

Additionally, we have placed the management of attributes inc. visibility settings behind two new functional permissions. These will need adding within your role structure according to your needs:

• Attribute template save - for editing attributes
• Attribute template delete - for deleting attributes

Bug Fixes​

Claims Data Validations - updates have been made to the Claims Data edit pages to ensure the correct feedback is given on validation of the data entry.

Reminder Editor - the reminder content editor has been updated such that when email addresses are copied in (copy and paste), the editor recognises the full email address and not just the domain element as a URL. No more editing after copying and pasting!