This page includes release notes for both the Applied Epic desktop interface
and browser interface. Items that are only applicable to the browser interface
display a web icon 
. The Build number refers to the Build value on the Release
tab of Help > About Applied Epic,
and the version number (in the format xx.xxx.x) refers to the Client
Version value. The version number only applies to the Applied Epic
browser interface.
These release notes provide details about all changes and improvements
delivered in this release. The final scope of the release and accompanying
notes are subject to change before general release. If changes occur after
controlled release, a Change Log displays to document them. We encourage
you to review these release notes at general release as well as controlled
release. Items that require an updated Connection Suite component display
a plug icon 
.
To ensure
access and permissions for all of the capabilities in Epic Bridge,
a new Microsoft Outlook app,
a Microsoft Admin must
deploy Epic Bridge to your organization’s users. Do not
install Epic Bridge on your own machine from Microsoft
AppSource as an individual user. Refer to Installing Epic Bridge
for detailed installation instructions.
Some items in this release require the latest
versions of the Applied Epic Extension (3.16.17) and the Epic Connection
Suite Package (1.41.41). Users must close and reopen their browsers
to receive the updated extension.
Since version 1.38.7, all versions of the Connection Suite package (including this one) include a Windows service called Applied Connection Suite Installer, which installs updates to the Connection Suite Package on your workstation automatically. Make sure this service is installed and running on all users' workstations.
If you are still installing Connection Suite Package updates manually, download the installation file from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. Applied recommends closing Microsoft Outlook before installing the package.
Epic BridgeThe majority of attachments in most organizations’ systems are email messages, and many employees read up to 100 emails in Applied Epic every day. Shuttling between Applied Epic and Microsoft Outlook as you read, compose, and document messages can add hours of work to your routine.
Epic Bridge is a new Microsoft Outlook app that connects you to Applied Epic while you manage your inbox. Available as a sidebar in your email window no matter where you access Outlook (Classic Outlook, New Outlook, or Outlook on the Web), Epic Bridge automatically surfaces information as you read and compose emails and streamlines the process of documenting those emails in Applied Epic.
Epic Bridge provides the same functionality as the existing Applied Epic Outlook Add-in and more, connecting you to important information and key workflows in Applied Epic. Epic Bridge streamlines the documentation process so you can power through your inbox faster to focus on more valuable tasks and supercharge your customer service.
Epic Bridge gives you access to the following capabilities directly within Microsoft Outlook:
Locate accounts: Epic Bridge automatically locates account records with matching email addresses when you select an email. You can also quickly locate an account of any type by typing all or part of the lookup code or account name. Select the arrow icon to open the account in Applied Epic.
Locate and attach to items: If the subject line contains a policy number, Epic Bridge suggests the policy and any open activities on it when you attach the email. You can also attach emails manually to any of the following items:
Activities
Carrier Submissions
Claims
Lines
Marketing Submissions
Policies
Opportunities
Services
If you select an activity or policy, you can use the arrow icon to open it in Applied Epic.
Attach emails: To attach one or more emails in Applied Epic, select them in your inbox and select the Attach Email to Epic checkbox. You can also select the checkbox to attach the message you are composing once you send it. Enter an Attachment Description, Attachment Access Level, and Folder structure after saving or sending the email to attach it to the select account and item. You can also choose to automatically delete the selected email after attaching it.
Attach email attachments: If the selected email contains attachments, you can choose to add them to Applied Epic separately. This option includes all attachments on the email in the list of items to attach in Epic Bridge. You can remove attachments from this list if necessary (except for the email itself). You can edit each attachment’s description separately, but all other fields (such as Attach to item or Folder structure) apply to all attachments.
Add a new activity: You can create activities directly from Epic Bridge, in addition to attaching emails to existing activities. When you choose to attach an email to an activity, click the plus button beside the search field to create a new activity. Complete the required fields for the activity without having to leave Epic Bridge. You can use the arrow icon to open the new activity in Applied Epic.
Include contacts and attachments: Select an account while composing an email to include contacts and attachments from that account.
Use email templates: Select an account while composing an email to use a template from Configure > Email > Email Templates. Click the Templates button and select an Email Template, Branding Profile, and Signature. Then select a Contact, Policy/Line, Claim, and/or Transaction/Invoice to populate any merge variables in the template. These dropdowns allow you to search and view additional information to help you identify the correct item. You can even customize the columns in the advanced search.
Summarize an email: Use AI to summarize an entire email thread or just the most recent message. You can use the generated summary as an activity note when attaching the emails to an activity. However, you do not need to choose to attach to Epic to generate a summary.
Configure options: Select the gear icon in the bottom left corner to open the configuration page. This page displays environment details, allows you to log out of Epic Bridge if necessary, and enables you to configure default options for the following workflows:
Attach to Epic
Delete Emails After Attaching
Add Attachments Separately to Epic
Log into Epic Bridge using your Applied Epic credentials. Epic Bridge respects your Applied Epic security permissions and field defaults as you access items and perform workflows.
Epic Bridge is only available in the Applied Epic browser interface. It is available in all currently supported versions of Microsoft Outlook, as well as New Outlook. You can use it with both Outlook desktop access and Outlook on the web. If your organization currently uses the Applied Epic Outlook add-in, you may keep it installed, and even use both add-ins if you choose. However, only Epic Bridge is compatible with New Outlook.
Epic Bridge is only compatible with Microsoft Exchange Online. If your organization hosts your Microsoft Exchange server on-premises, Epic Bridge is not supported.
To ensure access and permissions for all of Epic Bridge’s capabilities, a Microsoft Admin must deploy Epic Bridge to your organization’s users. Do not install Epic Bridge on your own machine from Microsoft AppSource as an individual user. Refer to Installing Epic Bridge for detailed installation instructions.
An Epic Bridge Email Attached event has been added to Configure > Activity > System Events with the default code @OUT. This event creates an activity each time Epic Bridge attaches a file to Applied Epic.
An Epic Bridge option has been added to Configure > Email > System Settings and Configure > User Options > Email Settings Configuration to enable you to set Epic Bridge as the default for any integrated email workflows beginning in Applied Epic, either system-wide or at the individual user level. These workflows include the Send Via Email action, email hyperlinks throughout the system, and the Update options in the Follow Up section of the Add an Activity page.
Targeted role: All
PLAN-2242
Connection
TagsEpic Forms provide seamless integrations across multiple Applied solutions. While these integrations streamline your workflows, they also introduce the risk of unintended downstream consequences when you make changes to a form. It can also be easy to overlook fields that affect integrations while completing forms during servicing workflows.
Connection tags have been added to Epic Forms to clearly identify fields related to integrations, so you always know the relevant fields and can avoid disrupting connected workflows.
Form Builder: Connection tags display as link icons next to fields that drive integrations while you are customizing or building a form. Tags display in the Add field and Edit field pop-ups, and a warning message displays if you delete a connected field. The warning provides clear guidance about the integrations the field holds with other Applied solutions.
Data Capture: Connection tags display as link icons next to fields that drive integrations to help you focus on capturing the most critical data – while still completing all other fields to create accurate and complete submissions.
Targeted role: System administrators, servicing personnel
ATX2-3999
Allow Multiple
Suspended Direct Bill StatementsSome insurers may send you numerous direct bill commission statements every month (for example, per line of business or issuing location). Adding these statements to the system from email and working through them at month-end can be time-consuming, as the system has historically prevented users from adding a new statement in General Ledger > Reconciliations > Direct Bill Commissions when another statement with the same criteria already exists.
When carriers send multiple direct bill commission statements, processing them out of Suspense at month-end can be time-consuming, as the system has historically prevented users from adding a new statement in General Ledger > Reconciliations > Direct Bill Commissions when another statement with the same criteria already exists. This limitation meant that you had to finalize any suspended statements in the General Ledger before moving on to a new statement received from the carrier.
To eliminate this bottleneck and provide greater flexibility in your month-end reconciliation processes, you can now add a Direct Bill Commissions reconciliation statement to General Ledger > Reconciliations > Direct Bill Commissions when a suspended statement with the same criteria already exists. A prompt has been added to the existing Suspended Statements pop-up to give you the option to continue adding a duplicate statement. The system validates statements at the transaction level to keep you from reconciling the same transaction on two different statements.
To enable this feature, an Allow Multiple Suspended Statements option has been added to Configure > Accounting > System Settings > Direct Bill Commission Statements. This setting allows you to add multiple suspended statements by any method (manual creation, import, or download). This setting defaults disabled when your system is updated to Applied Epic November 2025 (meaning that the system will respect the previous restriction on multiple suspended statements unless you intentionally change it).
As a result of this change, the existing Multiple Suspended Statements per PPE option has been removed from Configure > Interface > System Settings, as it was redundant. When your system is updated to Applied Epic November 2025, the new accounting system setting will default based on your previous selection for the Interface system setting.
Targeted role: Accounting personnel
EPIC-92951
PAC 884
Regional
Format for Month-End Journal Entry Detail fileTo ensure that the Month-End Journal Entry Detail file generates with the formatting your workflows require (regardless of the language in which users access the system), you can specify the language used for the detail file independent of system-wide and user-level language settings.
A Regional Format dropdown menu has been added to the Month-End System Journal Detail File section of Configure > Accounting > System Settings, where you can specify the language used to generate the file. The three English settings use periods as decimal points and commas as delimiters in the generated CSV file. The French (Canada) setting uses commas for decimal points and semicolons as delimiters. Previously, decimal format was based on the Default Language in Configure > User Options > Region and Language, and delimiter format was based on the Primary Language in Configure > International > Regional Settings.
When your system is updated to Applied Epic November 2025, the Regional Format defaults to the language already selected in Configure > International > Regional Settings. The Regional Format dropdown is only available in the browser interface. However, the setting itself applies to all users, even if they access the system from the desktop interface.
Targeted role: System administrators, accounting personnel
PLAN-4837
Form Publishing EnhancementsFor more intuitive form management for organizations using Epic Forms across multiple databases, the form library in Configure > Policy > Policy/Plan Forms is once again fully shared across all of your databases, with new options for sharing changes to forms.
The option for publishing a form has been updated to Publish and Make Live. Publishing a form means committing the changes. Making the form live means that it is available for use in Configure > Policy > Types and on new and renewal policies.
When a form is published and only live in databases other than the one where you are viewing the Forms list, use the Make Live option in the form editor to make the form/edition live and visible in your current database as well. Forms in the list may have the following statuses:
Draft: Unpublished changes
Live: Published and live, can be used on policy types in the current database
Available: Published and live in another database, not usable on policy types in the current database
Update Available: A prior edition of this form is live in the current database, but a newer edition is published and live in another database. You can make this newer edition live in the current database when you are ready to enable it for use with new and renewal policies. The system will use the older live edition for new and renewal policies in the meantime.
As a result of these changes, the Import Edition option has been removed, as it is no longer necessary to import a form to make it available in other databases. With these changes, you can be sure that the form definition you create for testing purposes is the same form you eventually use in production, and you don’t need to edit templates made against that form to use them across databases.
The Edit Published Edition option remains available and has not changed. Updates made to a published edition are immediately available for use in every database where that the edition is live.
When your organization receives this change, the system handles existing forms in the following ways:
Forms originally created before Applied Epic Browser April 2025 (which were always available to all of your databases) are marked Live for all databases, so there is no change to their availability.
Forms created after Applied Epic Browser April 2025 (which were explicitly related to the Epic database where they were created) are marked Live for the database where they were created. Since the Policy/Plan Forms library is shared, these forms display as Available in other databases, where you can make them Live as needed. They will then be available in Configure > Policy > Types and on new and renewal business.
Targeted role: System administrators
ATX2-4180
Performance has been optimized to improve stability and processing time system-wide if your organization has set up numerous user-provided translations (for example, using language-specific Description fields throughout the Configure area).
EPCL-76541, EPCL-75290
Transformed
screens such as Add an Activity,
Add a Client, and Contact
Detail load successfully if your organization is using Applied
Epic Application Server December 2024 or earlier. Previously, they
displayed blank.
EPIC-105443
If your organization adds a new database, you can define custom required and desired fields in that database. Previously, these settings did not save.
EPCL-76600
Performance has been optimized to load
screens more quickly and use network bandwidth more efficiently.
EPIC-110329
DMS emails send from your brokerage’s domain once you have authenticated and verified it in Configure > Job Management > DMS Email. Previously, the system used the backup email domain (@mail.myappliedproducts.com) if your brokerage’s domain included a subdomain and ended in .ca (e.g. @subdomain.domain.ca).
EPCL-76362
Premium Payable Entity variables populate in email templates when the PPE is a broker. Previously, you had to enter the broker’s name manually.
EPCL-44694
The Opportunities
list on the Home screen displays opportunities based on the selected
filter. Previously, the list sometimes failed to populate.
EPCL-75683
When
you access Applied Epic from Microsoft
Edge, PDF attachments open in the Windows
default application for PDFs. Previously, they always opened in Edge or displayed a
File not found message, regardless of your application preferences.
EPCL-74463
Performance has been optimized to open the Access > Attachments list more quickly, as well as lists of attachments that populate during other workflows.
EPCL-75349
An error that occasionally occurred when you generated a proposal or attachment template has been resolved. Previously, templates failed to generate if merge variables populated with non-printable characters (for example, inserted by Download).
EPCL-69922
When
you perform the Create Client Portal
Account action, the Applied CSR24 window closes and returns
you to the client’s account in Applied Epic once you complete the
workflow. Previously, the Applied CSR24 window remained open and returned
you to the Applied Epic login page.
EPIC-105075
Taxes and fees split automatically if you generate them before splitting receivables while adding a transaction. Previously, taxes and fees only split if you generated them after creating split receivables.
EPCL-72435
Share revenue information for producers files correctly when you apply payments to shared revenue transactions. Previously, the Share Revenue fields did not populate on the APCR row of the transaction, and an exception error occurred when you flagged all items on a Pr/Br Payables reconciliation.
EPCL-75165
You can select the Use Commission Agreement checkbox in Servicing/Billing > Line > Pr/Br Commissions when a valid commission agreement exists for the policy, even if you do not have the Deselect Use Commission Agreement Checkbox for Pr/Br Commission permission granted in Program Access > Insured Clients > Policy. Previously, the checkbox was disabled.
EPCL-74475
The In-Process Policy pop-up has been
optimized to load more quickly when you close a policy. Previously,
it only displayed after a significant delay.
EPIC-65811
The In-Process
Policy pop-up consistently displays the correct Term
dates. Previously, they were one day too early.
EPIC-62683
You can perform the Update
Stage to Submitted action on consecutive endorsement rows from
a modernized screen. Previously, an error occurred.
EPIC-106641
Adding a claim associated to the Property
& Liability policy/plan form no longer causes an error.
EPCL-72159
If you have configured the Close/Reopen
Claim action to generate activities, the Add
Activity pop-up only displays once when you click Save
on the Close Claim pop-up
or Yes on the Reopen
Claim pop-up. Previously, the Add
Activity pop-up displayed repeatedly after you clicked Finish until you clicked X or No
on the Close Claim or Reopen Claim pop-up.
EPIC-79407
The system saves your changes automatically
when you edit an existing adjustor on a claim, then click the Add button to add a new one. Previously,
you had to click Save or
navigate away from the Adjustors
page to save your changes before adding a new adjustor.
EPIC-99056
When you open
Application Detail in the browser interface for policy/plan
form lines included in a package policy, a message no longer displays
that prompts you to view the policy using a browser.
EPCL-73661
If multiple policy types use the same policy/plan
form as their application detail (for example, because you converted
multiple custom forms to use the same policy plan/form), you can renew
policies that use any of these policy types. Previously, only one
of the policy type codes was available for selection from the Line dropdown when you performed
the Renew action.
EPCL-71516
Adding a master marketing submission with more than one existing line no longer creates duplicate blank records for the lines in the Policy Information section.
EPCL-73255
Attachments
dragged and dropped to a Master Marketing Submission attach to the
submission’s Attachments
tab as well as the client’s Attachments. Previously, they only saved
to the client’s Attachments.
EPIC-100804
The CSIO - Alberta Application for Automobile Insurance AB1001e 202201 displays 2021 as its copyright date. Previously, it displayed 2013.
EPCL-74465
The selected contact’s address prints in the Name & Address section of the cancellation form (ACORD 35). Previously, the primary contact's address printed, regardless of the contact you selected.
EPCL-75689
You can delete a batch with a Processing
status during the Import Holders
action. Previously, a validation error displayed.
EPIC-100579
Manually adding Additional Interest information
to a binder for a policy containing no additional interests no longer
causes the Additional Interests
page to become unresponsive.
EPIC-94714
Selecting Save
or Detail when renewing an
Evidence of Commercial Property no longer causes the page to become
unresponsive.
EPIC-96351
You can renew an Evidence of Commercial
Property by selecting Renew
from the right-click context menu or from the Actions
menu on the options bar or menubar. Previously, performing this action
sometimes had no effect.
EPIC-90161
Extraneous fields no longer display superimposed
over the fields in the Templates
for this Holder section of the Holders
> Holder/Templates page of CSIO Certificate of Liability
detail. Previously, the fields in this section were not usable, and
adding a holder caused an exception error.
EPIC-107501, EPIC-109764
An issue has been resolved that created a duplicate offset in rare circumstances when you voided a voucher or disbursement (for example, if a system lock was cleared manually or you had the void workflow open in two windows at once).
EPCL-74224
An issue has been resolved that previously allowed the Transfer of Funds action to create a receipt missing an Agency association in rare circumstances. Previously, the transfer caused the Trial Balance to file out of balance.
EPCL-73837
Adjusting a receipt with split receivable lines no longer deletes applied credit/debit rows that are associated to the same parent receivable transaction but not already associated to a General Ledger receipt if these rows are pending at the time of the adjustment. Previously, these missing rows left the client and receivables out of balance.
EPCL-74759
An error has been resolved that caused a receipt to file out of balance in rare circumstances when you changed the Apply To selection from Cash on Account to General Ledger while adjusting the receipt.
EPCL-75364
An error has been resolved that previously occurred when users at one organization chose Select Receivables from the Apply to dropdown while creating a receipt for a specific client.
EPCL-76253
When you finalize a receipt, the balance posts to the bank account row. Previously, it was possible for the receipt to post to Undeposited Funds if you chose Select Receivables and chose the fully pay at least one item, then deselected Suspend Receipt while creating it.
EPCL-75972
The Last printed date field only populates on disbursements that have previously been printed. Previously, disbursements that had never been printed displayed 1/1/0001.
EPCL-73802
Performance has been optimized to prevent timeout errors when you enter Cash on Account return commission disbursements.
EPCL-75108
An issue has been resolved that resulted in a You do not have rights to the associated structure error in rare circumstances when you associated a receipt or disbursement to a Direct Bill Commission statement. Previously, this error occurred if the receipt or disbursement’s UniqReceipt or UniqDisbursement ID (an internal identifier) was 99999.
EPCL-74498
Pr/Br Payable Reconciliations have been optimized to prevent timeout errors that previously occurred when some users added statements.
EPCL-76157, EPCL-76236
Performance has been optimized to prevent timeout errors when you open a suspended Pr/Br Payables Reconciliation statement containing transactions with multiple company splits for commissions.
EPCL-75154
A behind-the-scenes change has been made to reduce failures when you export General Ledger items or Month-End Journal Entries to a Data Service Client location. In the event of a failure, the system logs more detailed error information to assist with troubleshooting.
EPCL-75152
You can reschedule a General Ledger export that is set up to save to a Data Service Client location by performing the Modify Next Scheduling/Recurrence action with the Reschedule checkbox selected. Previously, the modified reoccurrence failed.
EPCL-75196
Selecting the Attach Copy to Account option when using a report’s Marketing Options to send an email template no longer creates duplicate attachments on the client’s account. Previously, the system created two attachments but only one could be opened successfully.
EPCL-74771
Email templates no longer fail to send from the Marketing Options of longstanding scheduled reports when the message body is blank.
EPCL-75953
Generating a report with Marketing Options no longer creates unnecessary activities. Previously, the system generated an activity for every account-level phone number that had SMS enabled when one organization ran the marketing job, resulting in thousands of activities on one account in the report results.
EPCL-73529
You
can launch a marketing campaign in the Ready
for Preview status if you have security permissions granted
to do so. Previously, launching the campaign had no effect unless
you were an Enterprise Admin
user.
EPIC-88549
The Deferred Producer report has been optimized to prevent timeout errors when you run it for all producers and/or all structures.
EPCL-74302
The Producer/Broker Payables and Aged Producer/Broker Payables reports have been optimized to run more quickly.
EPCL-73931
The Billing Register report displays a Closed receivable/balance status for split receivable invoice transactions that have been reversed. Previously, it displayed an Open receivable/balance status.
EPCL-75210
The Balancing Aged Producer/Broker Payables report has been optimized to prevent timeout errors if you run it for all agencies.
EPCL-75334
The system rounds GL account amounts up to the nearest penny before calculating retained earnings for the year-end journal entry. Previously, the system rounded the calculated value of retained earnings after summing unrounded GL account values.
EPCL-75111
Performance has been optimized to prevent timeout errors when you generate a very large number of journal entries.
EPCL-75810
Dragging and dropping files from Procedures > Document Management > Unrouted Attachments to the Claims list or Claim Detail screen no longer causes an error.
EPCL-74174
An error has been resolved that prevented
inbound MMS messages from being added to the
Incoming Messages list in Procedures
> SMS > Unrouted Messages or routed automatically to
SMS History.
EPCL-75537
You are no longer prompted to save changes
on the Download Results screen
if you have not made changes.
EPCL-72818
All employees you have access to are available
for selection as recipients for the error log in Configure
> Activity > Process Activities. Previously, some employees
failed to display in the search results unless you were an
Enterprise Admin user.
EPIC-96802
You can make and save multiple changes in
succession while editing a work group in
Configure > Activity > Work Groups. Previously, 409 or
500 errors sometimes occurred, and you had to navigate away from the
page and return to it to continue making changes.
EPIC-102264
An error message displays if the Authenticate
this Domain action in Configure
> Job Management > DMS Email fails to complete, recommending
that you try again or contact Support. Previously, the system gave
no indication that the action had failed.
EPIC-105697
The Ivans
Product Code field has been removed from Configure
> Policy > Types, as the related functionality was never
implemented.
EPIC-95460
You can save changes to prefills for Custom
Form detail sections in Configure
> Policy > Prefills. Previously, clicking Save
caused the page to become unresponsive.
EPIC-84234
In Configure
> Policy > Types, you can no longer change the Application Detail selection for
policy/plan forms (Epic Forms) that are in use on a policy.
EPIC-110066
The Last Login Date value in Configure > Security > Logins populates for users created after your system was updated to Applied Epic Application Server February 2025. Previously, it was blank.
EPCL-74457
You
can edit a user’s Group Memberships
in Configure > Security >
Users after performing the Change
Database action. Previously, the list on the
Add Groups pop-up failed to populate.
EPIC-100425
Adding a database to the first user in the list in Configure > Security > Logins no longer causes an error when that user has no existing database access.
EPCL-75723
You
can access Configure > Security
> Confidential Client Access Groups if you have the corresponding
security permission granted. Previously, only Enterprise
Admins and Applied Support
users could access this page.
EPIC-58793
You can save changes to Configure
> Security > Confidential Client Access Groups if you
have the corresponding security permission granted. Previously, a
502 error occurred unless you were an Enterprise
Admin.
EPIC-73341
If you perform an Account
Lookup search that returns more than 500 results while editing
a Confidential Client Access group, an informative error message displays.
Previously, a No items found
message displayed.
EPIC-74779
Intermittent errors that occurred when you
removed members from a Confidential Client Access group have been
resolved.
EPIC-73912
You can add multiple group members by clicking
Save & Add Another on
the Add Members pop-up in
Configure > Security > Confidential
Client Access Groups. Previously, using the Save
& Add Another button resulted in an error when you finished
adding members and clicked Save.
EPIC-93287
Behind-the-scenes error logging for the Data Service Client has been enhanced to assist Applied Support in troubleshooting.
EPCL-75016
Modernized
ScreensVisual and minor functional enhancements have been made to the following pages and their associated pop-ups for a more modern look and feel. These enhancements may include changes to search and filtering capabilities, button labels, and lists of Available and Selected items.
Description: The read-only properties listed below have been added to the Get_Activity method.
Classes
schemas.appliedsystems.com.epic.sdk._2011._01._common.Activity
Methods
Get_Activity
Properties
ActivityGUID
EnteredByCode
LastUpdatedByCode
ESDK-4110
Description: The following methods and properties have been added to retrieve, insert, and update Client Benefit Option data.
Classes
schemas.appliedsystems.com.epic.sdk._2021._01._account._client.ClientBenefitOptionItem
Methods
Get_Client_BenefitOption
Insert_Client_BenefitOption
Update_Client_BenefitOption
Properties
ClientBenefitOptionID
EntityID
Timestamp
ClientBORDate
PrimaryRenewalMonthCode
EnrollmentPortalID
EnrollmentPortalStatus
IntegrationType
PortalContactID
ClientAdminID
EnrollmentComments
EnrollmentPeriodStartDate
EnrollmentPeriodEndDate
EnrollmentDeadlineDate
BlackoutPeriodStartDate
BlackoutPeriodEndDate
TestingPeriodStartDate
TestingPeriodEndDate
PayrollVendorID
PayrollContactID
PrimaryDeductionFrequency
PayrollIntegratedWithEnrollmentSystemCode
PayrollComments
ComplianceComments
HIPAABusinessAgreementSentDate
WrapDocumentPreparer
WrapVendorID
WrapPlanAdminID
WrapRevisedDate
Section125POPPlanCode
Section125POPPlanPreparer
Section125POPVendorID
Section125POPPlanRevisedDate
Section125POPPlanHaveHSAModulesCode
Filing10941095RequiredCode
ACAStatusVerifiedDate
ACAPreparer
ACAVendorID
ACAApproverID
FiftyFiveHundredPreparer
FiftyFiveHundredVendorID
FiftyFiveHundredSignerID
PCORIRequiredCode
PCORINotificationSentDate
PCORIFiledBy
PCORIVendorID
PCORISignerID
ContinuationRequiredCode
ContinuationTypeCode
ContinuationTPATypeCode
ContinuationTPAID
TPAContactID
ContinuationComments
HSAAdminID
HSAContactID
HSAComments
FSAAdminID
FSAContactID
FSAComments
HRAAdminID
HRAContactID
HRAComments
CommuterTPAID
CommuterContactID
CommuterComments
EAPAdminID
EAPContactID
EAPComments
ERISAOptionItems
Flag
ClientBenefitOptionERISAOptionID
ERISAPlanNumber
ERISAPlanName
ApplicableLineItems
Flag
ClientBenefitOptionApplicableLineID
ApplicableLine
ESDK-3565
Description: The following methods have been added to retrieve, add, and update Client Benefit Options database changes.
The existing ContinuationTPAID property has been removed, and ContinuationTPACompanyID and ContinuationTPAVendorID properties have been added to replace it.
Classes
schemas.appliedsystems.com.epic.sdk._2021._01._account._client.ClientBenefitOptionItem
Methods
Get_Client_BenefitOption
Insert_Client_BenefitOption
Update_Client_BenefitOption
Properties
ContinuationTPACompanyID
ContinuationTPAVendorID
ESDK-4235
Description: The read-only properties listed below have been added to the Get_Contact method to retrieve business contact information.
Classes
schemas.appliedsystems.com.epic.sdk._2017._02._account._contact.BusinessInformation
Methods
Get_Contact
Properties
MarketType
MarketSize
CompanyRevenue
CompanyPayroll
CompanyPayrollCycle
ESDK-4102
Description: A Get_BusinessAuto_DriverPaginated method has been added to avoid timeout errors when you retrieve information for policies with numerous drivers. This method allows you to retrieve a specific number of drivers at a time.
Classes
schemas.appliedsystems.com.epic.sdk.2009._07._account._policy._businessauto.BusinessAutoDriverGetResult
Methods
Get_BusinessAuto_DriverPaginated
Properties
Drivers
TotalPages
ESDK-4001
Description The fields from the Attachments tab of Configure > User Option > Field Defaults > Attachment/Activity Fields Add Workflow have been added to the existing ActivityAdd item as an AttachmentAddValue property.
Classes
schemas.appliedsystems.com.epic.sdk._2022._02._configure._fielddefaults.ActivityAdd
schemas.appliedsystems.com.epic.sdk._2022._02._configure._fielddefaults.AttachmentAdd
Methods
Get_Configure_FieldDefaultActivityAdd
Properties
AttachmentAddValue
AddAttachmentOption
AttachTo
OverrideSystemDefault
FolderPath
SecurityAccess
ClientAccessExpire
ClientAccessible
TemplateFolder
ESDK-4054
An issue has been resolved that previously caused Applied Epic Software Development Kit calls to fail when all or almost all users were logged into Applied Epic simultaneously.
EPCL-74513
Description: A new business method has been added to optimize SDK calls that include UserCode in the header by returning only the current user instead of all active users.
Classes
schemas.appliedsystems.com.epic.sdk.2009._07.MessageHeader
Methods
All
Properties
UserCode
ESDK-4228
Description: The Insert_Transaction method validates the ContactId correctly for the second SendInvoiceTo item on split invoices. Previously, a validation error occurred, even when the ContactId was correct.
Classes
schemas.appliedsystems.com.epic.sdk.2011._01._account._transaction._invoice.SendInvoiceToItem
Methods
Insert_Transaction
Properties
ContactID
ESDK-4008
Description: The Insert_Transaction method inserts the commission agreement ID into the TransBrokerProducer DB table, consistent with Applied Epic.
Classes
schemas.appliedsystems.com.epic.sdk.2011._01._account._transaction._commissionsplititem.ProducerBrokerCommissionItem
Methods
Insert_Transaction
Properties
N/A
ESDK-4073
Description: Vendor lookups have been updated to return the vendor’s ID, city, and state/province if defined in the search parameters.
Classes
schemas.appliedsystems.com.epic.sdk._2009._07._common.Lookup
Methods
Get_Lookup
Properties
N/A
ESDK-4045
Description: The Get_Crime_Coverages method no longer returns an error if no coverage information is entered in Applied Epic on a policy with multiple premises.
Classes
schemas.appliedsystems.com.epic.sdk.2013._03._account._policy._crime.Coverages
Methods
Get_Crime_Coverages
Properties
N/A
ESDK-4039
Description: The Insert_Policy method uses the PrefillID provided when inserting custom form policies, consistent with Applied Epic. Previously, custom form policies disregarded the prefill selected during policy insertion.
Classes
schemas.appliedsystems.com.epic.sdk.2011._01._account.Policy
Methods
Insert_Policy
Properties
PrefillID
ESDK-4031
Description: If a line’s Issuing Company or Premium Payable Code is associated to a structure that no longer matches the structure association of the account/policy/line, the Update_Line method allows you to update the other fields on the line, consistent with Applied Epic. Previously, this method did not update any fields on the line in this situation.
Classes
schemas.appliedsystems.com.epic.sdk.2017._02._account._policy.Line
Methods
Update_Line
Properties
N/A
ESDK-4062
Description: The Insert_BusinessAuto_Vehicle method inserts coverages, consistent with Applied Epic. Previously, it did not.
Classes
schemas.appliedsystems.com.epic.sdk.2014._11._account._policy._businessauto._vehicle.CoverageItem
Methods
Insert_BusinessAuto_Vehicle
Properties
N/A
ESDK-4000