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 
.
For full functionality, please install the latest version of the Epic
Connection Suite Package (1.40.17) from Help > Connection Suite
or push this update to users’ workstations if your organization manages
the installation for them. If you have previously uninstalled older
versions to install version 1.38.7 or later, you do not need to uninstall
the package before installing this version. If you currently have
an older version installed, uninstall it before installing this one.
Ensuring that no updates to users' web browsers are pending may improve the installation experience. To prevent errors during email workflows after the Applied Epic Outlook Add-in is updated, Applied recommends closing Microsoft Outlook before installing the package.
To download the installation file from the Applied Community, navigate to Product Information > Applied Epic > Download Product Updates > Applied Epic Connection Suite. Refer to Installing the Connection Suite for installation instructions.
Since version 1.38.7, all versions of the Connection Suite package (including this one) include a Windows service called the Applied Connection Suite Installer, which will install future updates to the Connection Suite Package on your workstation automatically.
Connection Suite
auto-update capabilityTo make it easier to adopt new and improved Applied Epic capabilities as the Connection Suite continues to evolve, an automated installation experience is available for the Connection Suite Package. An Applied Epic Connection Suite Installer component, a Windows service, has been added to the package. This service is installed on your workstation along with the package. Once enabled, it will update the Connection Suite package automatically whenever a new version compatible with your version of Applied Epic is available.
The installer is available with version 1.38.7 and subsequent versions of the Connection Suite Package (MSI only). Before installing, uninstall any older version of the package from your workstation. After you install this version (with its accompanying Windows service), Applied Epic will automatically check for Connection Suite updates every time you log in. If an update is required, Applied Epic will download the new MSI file to your workstation and the service will perform the update automatically.
Applied has taken a phased approach to the rollout of this feature, and your organization may have already had the auto-update functionality enabled. If not, Applied will enable automatic Connection Suite updates when your system is updated to Applied Epic August 2025. This means that beginning with the September release, the Connection Suite package will update automatically on any workstation with the Windows service installed.
Because manual updates to the Connection Suite are no longer necessary once the functionality is enabled, Applied recommends denying the Program Access > General > General > Connection Suite security permission for all users with this service. Denying this permission prevents notifications about Connection Suite updates from displaying for these users, but they can still view the Help > Connection Suite pop-up in read-only mode if necessary. Users who manage their own installation of Applied Rating Services may need to retain this permission even if they have the service installed.
If your organization mass-installs Connection Suite updates for users, install this update as you normally would. Once Applied enables the service, however, mass installation will no longer be necessary, as the service will install all updates automatically as needed.
For detailed technical information about the new installation experience, refer to Installing the Connection Suite.
Targeted role: All
EPIC-50585
Custom Payment
DescriptionTo help you reconcile payments made on account more easily, a Description field has been added to the Account view of the Payment from Client workflow. Use this field to indicate what the expected payment is for. The description you enter displays for the insured on the checkout page in Order Summary.
This description (prefixed with Applied Pay) also populates as the description of the corresponding PYMT transaction in Applied Epic, as well as populating in Applied Epic from other checkout workflows (such as the Hosted Payment page).
This Description field is only available in the payment from client Account workflow, not the Policy or Transaction workflows.
Targeted role: Servicing personnel, accounting personnel
EACT-4874, PAY-4121
When you access an area that requires the Connection Suite Package
in a new tab, the system reliably recognizes your Connection Suite
Package installation. Previously, functionality that required the
package sometimes erroneously displayed as disabled in new tabs.
EPIC-88529
The validation pop-ups that display when you close a modernized screen
without completing a required field have been updated to specify the
missing information.
EPIC-91844
If you have used the splitter to expand the Activities list on the Home screen beyond 8,000px, an exception error no longer occurs when you log in.
EPCL-72686
Activities assigned to work groups that you do not belong to no longer display in the Activities list on the Home screen.
EPCL-72650
You can add an
activity to an opportunity on the Home screen. Previously, the Add an Activity pop-up failed to
open and the screen became unresponsive.
EPCL-73122
Leads import successfully if you have configured a rule in Configure > Leads Inbox > Import Rules with criteria for multiple states or provinces (using an OR operator). Previously, the system did not apply rules that used "or" logic.
EPCL-72254
When the Activity Detail screen refreshes after you drag and drop an attachment with the Tasks tab open, focus remains on the task you had selected before dragging and dropping the attachment. Previously, focus returned to the first task in the list, which made it possible to make inadvertent changes to the wrong task.
EPCL-72109
You can open activities generated by a report with marketing options if they are associated to a line of business with multiple producers/brokers listed on the Pr/Br tab of Servicing/Billing > Line and the report layout includes the Producer/Broker Name or Code field. Previously, the system created these activities without a structure association, which prevented them from opening.
EPCL-73534
If you select Document when adding an attachment while navigating the system in French and enter an Amount on the associated activity, the document generates successfully. Previously, the following notification displayed when you closed Microsoft Word and chose to save the document: An exception was thrown at HandleNotify.
EPCL-70571
Selecting Access > Activities > Open Activities
from a modernized screen no longer opens a filtered list that includes
Closed activities.
EPCL-74436
Postal codes that populate from merge variables in attachment templates consistently include a space. Previously, they sometimes populated without a space, depending on the workflow originally used to enter the address.
EPCL-72277
Updating an attachment description no longer results in a Maximum length exceeded validation error for the Comments field.
EPCL-72989
Opening an attachment in the desktop interface whose file name contains a dollar sign no longer causes a Program Alert error.
EPCL-71125
Extraneous prompts
to save changes or close dialog boxes no longer display when you close Microsoft Word after merging a
proposal containing five or more templates.
EPCL-73357
If your organization uses Applied Pay and has Active Directory authentication enabled in Configure > Security > Logins, opening Client Detail no longer causes an error.
EPCL-73868
Postal codes added
from the transformed Add a Client
page no longer display two spaces in other areas of the system.
EPCL-73345
The Contacts list has been optimized to load more quickly when an account contains hundreds of contacts or more.
EPCL-72824
The system no longer
removes dashes when saving your
BIN, BN, or VAT entries
on the Business Info tab
of Contact Detail.
ECRM-7270
Bulk SMS messages send successfully once your organization completes the SMS registration process. Previously, distribution occasionally failed for certain recipients.
EPCL-73530
When you generate government taxes and fees while adding a transaction for a premium with split receivables between parent and child accounts, the taxes and fees file with the same splits between accounts as the premium. Previously, the taxes and fees used the percentages from the split receivable template, but all of them were split to the parent account.
EPCL-72158
The system creates reversing transactions when you adjust the amounts on a financed payment transaction. Previously, the system did not create a PYMT transaction for the finance company for the reversal or void, leaving accounts receivable out of balance with incorrect balances on the client’s and finance company’s accounts.
EPCL-72553
If you add additional taxes and fees when creating an invoice during the Add a Transaction workflow, the Invoice grouping defaults to Production Invoice. Previously, it defaulted to the same Invoice grouping as the production item, which caused the system to assign the tax/fee transactions to a separate invoice.
EPCL-73075
If an item is fully paid in one month and you revise and reverse the premium in the next month, the producer commission continues to display as fully paid in the original month. Previously, it displayed as fully paid in the revised month.
EPCL-17404
Including an Applied Pay payment link when generating an invoice that
contains reversed items no longer results in a validation message
if the credit amount exceeds the total debit invoice amount.
EPCL-72448
When you generate an Applied Pay payment link while generating an
invoice, the system no longer unnecessarily rounds convenience fees
up to the next cent when only zeros exist beyond the hundredths place
(for example, $1.8200).
EPCL-72955
A validation message displays if you delete an in-process Service Summary row. Previously, an exception error sometimes occurred.
EPCL-72473
If Commissionable Producer/Broker Requirement option is enabled in Configure > Policy > System Settings and you receive a validation message to enter at least one producer or broker while entering details on a new policy, navigating to a different part of the policy from the Servicing/Billing > Line > Pr/Br tab no longer clears Servicing Contacts that you have already entered on Servicing tab.
EPCL-72930
The system calculates weighted commissions correctly. Previously, it applied tiered commissions to each individual line commission instead of the total line commission.
EPCL-71150, EPIC-79526
A Clear link label has been
added to all radio button fields on policy/plan forms to enable users
to remove their previous selection if none of the radio buttons apply.
Previously, there was no way to deselect radio buttons after making
a selection. As in previous versions of Applied Epic, validation messages
will prevent you from leaving a required radio button field blank.
ATX2-2597
When you perform the Change Service
Summary Description action on a carrier submission, the pop-up
closes after you click Save.
Previously, it remained open.
EPIC-74862
You can add an activity manually from Carrier Submission Detail. Previously,
none of the fields on the Add an
Activity pop-up were enabled.
EPIC-76314
You can open an attachment from the Attachments
tab of Carrier Submission Detail. Previously, attachments failed to
open.
EPIC-81671
Renewing a Certificate of Insurance that includes a line of business
that uses an Epic Form no longer results in an exception error.
EPCL-72378
Non-marketed Yes/No merge
variables no longer populate in English on French-language Proposal/Summary
of Insurance templates.
EPCL-72987
You can search for amounts containing decimals in the General Ledger area while navigating the system in French. Previously, an error occurred.
EPCL-73506
Deleting or finalizing a receipt containing an Applied Pay payment no longer causes an exception error.
EPCL-71102
The correct results
populate when you use the Import
Applied Pay Payouts option while adding a receipt. Previously,
unmatched items also populated if the import contained more than 100
payments.
EACT-4960
Performance has been optimized to prevent errors when you finalize a receipt after flagging items and sorting lists simultaneously during the Add workflow.
EPCL-73836, EPCL-74222
Receipts consistently display the correct Amount on the Receipts landing page and include a debit line in the Detail section. Previously, it was possible for the total Amount to display as 0.00 and for the Detail section to omit the debit line in this view if a timeout or other error occurred during receipt creation (although the correct information displayed when you accessed Receipt Detail).
EPCL-72249
An issue has been resolved that previously caused credit balances to display for transactions included on a finalized Premium Payable reconciliation statement that had been paid through Applied Pay (with the Auto Apply Credits to Debits option enabled in Configure > Accounting > Applied Pay) after you reversed the statement.
EPCL-71519
The correct receivable balance displays in the Transactions list in Premium Payable reconciliation detail for transactions that have been financed and then written off. Previously, the Recv Bal column value did not reflect the write-off on the finance company transaction.
EPCL-72615
Unflagging transactions on a Direct Bill Commissions Reconciliation that have been adjusted and had partial payments applied no longer causes an error.
EPCL-71523
When you select Paid as the Remission Method on a Government Payables reconciliation, the system calculates Payable Due as the amount owed to the government entity minus any applied payments (PYGP) remitted, regardless of month. Previously, the Payable Due calculation only included applied payments (PYGP) that had been remitted in the accounting months specified in the criteria.
EPCL-65867
Unflagging transactions that have been written off on a Direct Bill Commissions Reconciliation statement no longer causes an exception error if you reopened the statement after finalizing it or if the write-off occurred on a different statement.
EPCL-72604
Cleared items no longer display on Bank Reconciliations when you search for outstanding items. Previously, some cleared disbursements with a Finalized date in the future displayed as outstanding.
EPCL-36180
The items you select on a Bank Reconciliation remain selected after you perform a search, then clear filters. Previously, clearing filters also cleared your selections.
EPCL-1790, PMR 384063
Performance has been optimized to prevent timeout errors when you select Flag All Items while creating a producer statement in Pr/Br Payable Reconciliations, particularly if you create the statement for all items for all producers.
EPCL-72181
You can no longer associate receipts to statements with a different entity type in General Ledger > Import > Direct Bill Transactions.
EPCL-71558
You can modify the criteria of a report you have just created in the My Reports area even if you do not have the Modify Criteria permission granted for the original report’s report group.
EPCL-73298
You can generate
a report created from an existing report that has already been generated.
Previously, the following notification displayed:
An exception was thrown at Job Manager.
EPIC-73083
The Transaction Reconciliation Report excludes reversed Direct Bill Commissions when you select Exclude for the Reversed Items criterion. Previously, the report included commissions created during the Direct Bill Commissions - Record Commissions workflow if you reopened the statement and reversed the items within the same accounting month.
EPCL-69585
The Client Access Log includes records for inactive users if you select Include Inactive when performing a user search. Previously, the log omitted results for inactive users.
EPCL-73356
You can edit the Sequence Number when performing the Define Bank Account action in Configure > Accounting > Chart of Accounts. Previously, the Sequence Number was read-only.
EPCL-52755
When you perform
the Generate Required Subaccounts
action in Configure > Accounting
> Required Accounts, the system creates unique accounts.
Previously, it duplicated existing accounts, resulting in an exception
error.
EPCL-74113
All servicing role names display correctly in the Owner type field on the Basic Settings tab of Configure > Activity > Codes. Previously, the eighth and ninth servicing roles displayed as Servicing role 8 and Servicing role 9, regardless of the names your organization had configured for them.
EPCL-72433
The Save button in Configure >
Job Management > Fax Setup saves your changes. Previously,
it did not.
EPIC-73930
Integrations from Configure >
Policy > Integration that use Epic Forms export and import
data successfully. Previously, no data imported or exported for Epic
Forms.
EPCL-73491
If the Run Custom Form Conversion
action in Configure > Policy
> Custom Forms encounters an issue that prevents the process
from completing, the system retries it automatically. Previously,
you had to rerun the action manually.
EPCL-72664
Policy/plan forms display consistently in the Application
Detail dropdown in Configure
> Policy > Types. Previously, they occasionally stopped
displaying, even if you had already associated them to a policy type.
EPIC-84518
Selecting Schedule when setting up
Configure > Policy > Commission/Premium Calculations
no longer causes the system to become unresponsive.
EPIC-80771
Configure > Security > Logins has been optimized to load more quickly and reduce load times when you add a login or select a different login in the list.
EPCL-72136
If your organization uses a third-party identity provider, editing a user’s Applied Identity in Configure > Security > Logins to associate an email address that is already associated in another environment no longer causes an error.
EPCL-73715
You can use the Copy Settings To action to copy structure access from one user to multiple selected users if one of the selected users is already assigned one of the structures you are copying. Previously, none of the other selected users received access to this structure.
EPCL-72189, EPCL-73676, EPIC-89415
An error that occurred when some users accessed Configure
> User Options > Distribution Email Accounts has been
resolved.
EPCL-73007
An issue has been resolved that previously resulted in sporadic Program Alert errors when you clicked on a policy in Policy Suspense.
EPCL-71305
You can type a letter to jump to the first item in the Policy Suspense list that begins with that letter after sorting the list and applying a filter. Previously, typing a letter had no effect.
EPCL-73266
Performance has
been optimized to enable you to delete items from eDocs & Messages
Suspense more quickly in the browser interface.
EPCL-72396
All attachments that meet your criteria in Utilities > Purge > Attachments are included in the preview. Previously, attachments that had been moved to a different entity (for example, from a client to an employee) were omitted from the preview but still included in the purge.
EPCL-72066
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 properties listed below have been added to enable you to retrieve the date that an activity was closed and the user who closed it when you call Get_Activity.
Classes
schemas.appliedsystems.com.epic.sdk._2011._01._common._activity.CloseDetailV1
Methods
Get_Activity
Properties
ClosedDate
ClosedByCode
ESDK-3833
Description: A Division property has been added to Employee Class at both the Client and Policy Information levels.
Classes
schemas.appliedsystems.com.epic.sdk._2021._01._account._client.EmployeeClassItem
schemas.appliedsystems.com.epic.sdk._2016._01._account._policy._policyinformation._planrateinformation._planinformationitem._plan.AssociatedEmployeeClassItem
Methods
Get_Client
Update_Client
Insert_Client
Get_PolicyInformatiom_PlanRateInformation
Properties
Division
ESDK-3563
Description: A ContactGUID property has been added to retrieve the GUID for each contact.
Classes
schemas.appliedsystems.com.epic.sdk._2017._02._account.Contact
Methods
Get_Contact
Properties
ContactGUID
ESDK-3564
Description: You can retrieve the properties listed below for associated employee classes when getting Policy Information > Plan/Rate Information.
Classes
schemas.appliedsystems.com.epic.sdk.2016.__01._account._policy._policyinformation._planrateinformation._planinformationitem._plan.AssociatedEmployeeClassItem
Methods
Get_PolicyInformation_PlanRateInformation
Properties
EmployeeClass
Status
PayrollCycle
TimeWorked
TimeWorkedPerCode
TotalCount
TotalCountAsOf
Eligibility
CoverageStart
WaitingPeriod
CoverageEnd
ESDK-3791
Description: The properties listed below have been added to the Line area to retrieve, update, and insert additional line information.
Classes
schemas.appliedsystems.com.epic.sdk._2017._02._account._policy.Line_2017_02
Methods
Get_Line
Update_Line
Insert_Line
Properties
RateGuaranteeThrough
CarrierContactID
COBRAStateContinuationCode
ESDK-3564
Description: An ActivityCategoryContactClassifications lookup has been added to retrieve Contact Classification values defined in Configure > Activity > Categories.
Classes
schemas.appliedsystems.com.epic.sdk._2009._07._comon._lookup.LookupTypes
Methods
Get_Lookup
Properties
N/A
ESDK-3659
Description: You can retrieve the following properties from the Categories/History tab of Servicing/Billing > Line using the Get_Line method.
Classes
schemas.appliedsystems.com.epic.sdk._2009._07._account._common.AgencyDefinedCode
Methods
Get_Line
Properties
IsDeleteOnRenew
EnteredByCode
LastUpdatedByCode
ESDK-3666
Description: You can retrieve Forms and Endorsements information for issued or endorsed Business Owners policies, consistent with Applied Epic.
Classes
schemas.appliedsystems.com.epic.sdk.2011._01._account._policy._businessowners.FormAndEndorsement
Methods
Get_BusinessOwners_FormAndEndorsement
Properties
N/A
ESDK-3850
Description: The maximum length for the properties listed below in the Location section of the Habitational application has been updated from one character to two, consistent with Applied Epic. Previously, you could not update these fields through the Applied Epic SDK if they contained two-character values.
Classes
schemas.appliedsystems.com.epic.sdk.2013._03._account._policy._canadianhabitational._location.RatingDetachedOutbuildingItem
schemas.appliedsystems.com.epic.sdk.2013._03._account._policy._canadianhabitational._location.RatingHeatOil
Methods
Update_CanadianHabitational_Location
Properties
HeatingApparatusTypeCode
PrimaryApparatusCode
AuxiliaryApparatusCode
ESDK-3864
Description: The PlanOptionNamefrom property supports up to 100 characters, consistent with Applied Epic. Previously, it only supported 70.
Classes
schemas.appliedsystems.com.epic._sdk._2017._02._account._policy.Line_2017_02
Methods
Get_Line
Update_Line
Insert_Line
Properties
PlanOptionNamefrom
ESDK-3801
Description: You can set NewRenewalOption to NotSelected in the Policy Information section of Commercial Umbrella policies, consistent with Applied Epic.
Classes
schemas.appliedsystems.com.epic.sdk.2011._12._account._policy._commercialumbrella.PolicyInformationAndEmployeeBenefitsV2
Methods
Update_CommercialUmbrella_PolicyInformationAndEmployeeBenefits
Properties
NewRenewalOption
ESDK-3815
Description: You can no longer insert Plan Information (such as employee classes) for lines with an associated Epic Form in application detail. Previously, the Applied Epic SDK did not perform this validation.
Classes
schemas.appliedsystems.com.epic.sdk.2016._01._account._policy._policyinformation._planrateinformation._planinformationitem.Plan
Methods
Update_PolicyInformation_PlanRateInformation
Properties
N/A
ESDK-3849
Description: You can associate a receipt to Direct Bill Commission reconciliation statement for a company. Previously, a validation error occurred.
Classes
schemas.appliedsystems.com.epic.sdk.2011._01._generalledger._reconciliation.DirectBillCommission
Methods
Action_GeneralLedger_ReconciliationAssociateGeneralLedgerItem
Properties
N/A
ESDK-3889
Description: A Get_Configure_AccountingSystemSettingsShareRevenue method has been added to return information from Configure > Accounting > System Settings > Share Revenue.
Classes
schemas.appliedsystems.com.epic.sdk._2022._02._configure._accounting._systemsettings.ShareRevenue
Methods
Get_Configure_AccountingSystemSettingsShareRevenue
Properties
AccountingMonthEffective
ShareRevenueForProducers
DefaultProducerProductionCreditAsSharingRevenue
PostProducerPayableOnPrimaryAgency
ESDK-3674