August 2025 Build 249

Client Version 16.482.7

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 .

> Change Log

Before You Begin

Connection Suite

• 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.

What’s New?

Connection Suite

Connection Suite auto-update capability

To 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 the Epic Quotes Live Fill Applet 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

Accounts

Applied Pay

Custom Payment Description

To 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

Configure

Policy

Form Edition Update

While form editions allow you to maintain version control over the policy/plan forms your organization has customized, minor updates to an existing form may not warrant an entirely new edition. Versioning a form for every change can proliferate the editions available in your system and unnecessarily complicate form management. To simplify form editing and give you greater flexibility, an Edit Published Edition option has been added to the actions menu for the latest published form edition in the Editions pop-up in Configure > Policy > Policy/Plan Forms.

Use this option to make controlled modifications to the latest published edition without creating a new edition. You can make the following types of changes inline within the existing edition, preserving all data and eliminating the need for new editions:

• Add fields, sections, pages, etc.

• Modify existing fields

• Reorder fields, sections, and pages

• Delete empty pages

• Adjust layouts to improve form design

However, you cannot delete fields or pages that contain fields from a published edition; you must create a new edition to remove fields.

To apply your changes to the published form, select Preview & Commit Changes. When you commit your changes, add descriptive comments to explain them. Note that you can only edit the most recently published edition of a form.

Changes apply consistently across all existing policy terms that use the updated edition when you view policy detail or take any action on a policy or plan (such as adding a new business policy or renewing or endorsing an existing policy), regardless of Service Summary stage.

Targeted role: Epic system administrators

PLAN-1534

What’s Improved?

System-wide

• 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

Home

• 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

• The Save button no longer displays in the options bar on the Home screen if you have deselected the Market Appetite Search checkbox in Configure > User Options > Customize Homebase.

EPCL-72556

• 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 Inbox

• 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

Accounts

Activities

• 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

• Selecting Access > Activities > Open Activities from a modernized screen no longer opens a filtered list that includes Closed activities.

EPCL-74436

Attachments

• 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

• Attachment previews no longer display for attachments to which you do not have structure access. Previously, previews displayed for attachments that only should have displayed as list items if you had the Display in Listview Regardless of Structure security option granted.

EPCL-74870

Clients

• 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

• Nine-digit ZIP codes added from the transformed Add a Client page no longer display two hyphens in other areas of the system.

EPCL-73345

Contacts

• 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

SMS

• Bulk SMS messages send successfully once your organization completes the SMS registration process. Previously, distribution occasionally failed for certain recipients.

EPCL-73530

Transactions

• 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

Applied Pay

• 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

Policy

• 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

Claims

• When you complete the Close/Reopen Claim action, the system releases the associated system lock. Previously, the system lock remained.

EPIC-97235

Epic Forms

• 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

Policy Marketing

• 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

General Ledger

Receipts

• 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

Reconciliations

• 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

Import

• You can no longer associate receipts to statements with a different entity type in General Ledger > Import > Direct Bill Transactions.

EPCL-71558

Reports

• 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

Transaction

• 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

Procedures

Auditing

• 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

Configure

Accounting

• 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

Activity

• 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

Job Management

• The Save button in Configure > Job Management > Fax Setup saves your changes. Previously, it did not.

EPIC-73930

Policy

• 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

Security

• 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

User Options

• An error that occurred when some users accessed Configure > User Options > Distribution Email Accounts has been resolved.

EPCL-73007

Interface

Download

• An issue has been resolved that previously resulted in sporadic Program Alert errors when you clicked on a policy in Policy Suspense.

EPCL-71305

• The correct Premium Payable entity displays on the Direct Bill Suspense Communication Log and the Communication Log: DBCD Received report. Previously, these two reports sometimes displayed the Premium Payable entity originally sent in the Download file rather than the one selected on the matching policy or line (although the correct Premium Payable entity displayed in Download Results and on the transaction created by Download).

EPCL-72775

• 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

Utilities

Purge

• 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 Screens

Visual 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.

• Links pop-up (EPIC-44107)
• Market Appetite Search pop-up (EPIC-46229)
• Home > On Demand > Notifications (EPIC-55494)
• Accounts > Actions > Inactivate/Reactivate (EPIC-55374)
• Activities > Actions > Reopen (EPIC-51639)
• Client Contracts > Services > Actions > Reopen Service (EPIC-60640)
• Client Contracts > Services > Actions > Close Service (EPIC-60638)
• Client Contracts > Services > Actions > Renew Service (EPIC-60636)
• Client Contracts > Services > Actions > Associate to Opportunity (EPIC-60639)
• Policies > Application Detail (shared) > Update Contact Information link label > Update Contact Information pop-up (EPIC-43694)
• Policies > Agriculture AP > Applicant (EPIC-63439)
• Policies > Agriculture AP > Prior Insurance (EPIC-64870)
• Policies > Agriculture AP > Sections Attached (EPIC-64869)
• Policies > Commercial AP > Loss History (EPIC-63158)
• Policies > Personal Auto > General Information CA (2014/12) (EPIC-70197)
• Policies > Personal Auto > General Information WI (2010/06) (EPIC-70198)
• Policies > Installation/Builders Risk > Open Reporting – Additional Interests (EPIC-68457)
• Policies > Installation/Builders Risk > Open Reporting – Coverages/Receipts/Job Values (EPIC-72344)
• Policies > Crime > Money/Securities (EPIC-70212)
• Policies > Flood > Coverages (EPIC-76632)
• Policies > Workers Compensation FL > Prior Carrier (EPIC-66589)
• Policies > Workers Compensation FL > Total Premium Calculations (EPIC-76691)
• Policies > Garage & Dealers > Coverages FL (EPIC-67868)
• Policies > Garage & Dealers > Coverages IN (EPIC-68156)
• Policies > Garage & Dealers > Coverages KY (EPIC-68207)
• Policies > Garage & Dealers > Coverages LA (EPIC-68223)
• Policies > Garage & Dealers > Coverages MD (EPIC-68258)
• Policies > Garage & Dealers > Coverages MI (EPIC-68456)
• Policies > Garage & Dealers > Coverages MN (EPIC-68487)
• Policies > Garage & Dealers > Coverages MT (EPIC-68562)
• Policies > Garage & Dealers > Coverages NC (EPIC-68577)
• Policies > Garage & Dealers > Coverages NE (EPIC-68687)
• Policies > Garage & Dealers > Coverages OH (EPIC-69255)
• Policies > Garage & Dealers > Coverages OK (EPIC-69274)
• Policies > Garage & Dealers > Coverages OR (EPIC-69290)
• Policies > Garage & Dealers > Coverages RI (EPIC-69323)
• Policies > Garage & Dealers > Coverages SC (EPIC-69517)
• Policies > Garage & Dealers > Coverages TN (EPIC-69561)
• Policies > Garage & Dealers > Coverages TX (EPIC-69576)
• Policies > Garage & Dealers > Coverages VT (EPIC-69608)
• Policies > Garage & Dealers > Coverages WI (EPIC-69662)
• Policies > Garage & Dealers > Coverages WV (EPIC-69732)
• Policies > General Liability > Additional Interests (EPIC-68527)
• Policies > Glass & Sign > General Information (EPIC-76689)
• Policies > Inland Marine/Personal Article > Forms & Endorsements (EPIC-63747)
• Policies > Motor Truck Cargo > Interest/Type (EPIC-76747)
• Policies > Motor Truck Cargo > Operations (EPIC-76746)
• Policies > Property > Additional Interests (EPIC-68529)
• Policies > Surety Report > Account Information (EPIC-76677)
• Policies > Surety Report > Underwriting (EPIC-76681)
• Policies > Truckers > Principal Shippers/Regulation (EPIC-69967)
• Policies > Transportation > Interest/Type (EPIC-76429)
• Policies > Commercial Umbrella > Forms & Endorsements (EPIC-63744)
• Policies > Watercraft > Forms & Endorsements (EPIC-63749)
• Policies > Canadian Commercial Auto > Additional Interests (EPIC-68467)
• Policies > Canadian Commercial Auto > Policy Information QC (EPIC-72838)
• Policies > Canadian Farm > Premium Summary (EPIC-71551)
• Policies > Custom Form > Forms & Endorsements (EPIC-63754)
• Policies > Actions > Agent/Broker of Record Change (EPIC-57529)
• Policies > Actions > Submit Cancellation (EPIC-50873)
• Policies > Actions > Import Risks > Existing Client Document > Available Attachments (EPIC-52454)
• Claims > Claim Detail > Payments (EPIC-58538)
• Claims > Loss Notice > General Liability > Type of Liability (EPIC-57042)
• Claims > Loss Notice > Auto > Additional Coverage (EPIC-57198)
• Claims > Loss Notice > Auto > Injured (EPIC-59064)
• Claims > Loss Notice > Property > Additional Coverages (EPIC-58558)
• Claims > Loss Notice > Property > Additional Interests (EPIC-58573)
• Claims > Loss Notice > Property > Flood/Wind (EPIC-65277)
• Claims > Loss Notice > Workers Compensation > Employee Wage (EPIC-57288)
• Claims > Loss Notice (Canada) > Remarks (EPIC-57790)
• Claims > Loss Notice > Canadian Auto > Insured Vehicle (EPIC-59260)
• Claims > Loss Notice > UK Motor (EPIC-57317)
• Policies > Marketed > Carrier Submission Detail (EPIC-52153)
• Policies > Marketed > Carrier Submission Detail > Carrier Response (EPIC-61069)
• Proofs of Insurance landing page (EPIC-48043)
• Proofs of Insurance > Binders > Binder Detail > Property (EPIC-61221)
• Proofs of Insurance > Binders > Binder Detail > Description of Operations (EPIC-61026)
• Proofs of Insurance > Binders > Binder Detail > General (EPIC-62121)
• Proofs of Insurance > Binders > Binder Detail > General Liability (EPIC-61027)
• Proofs of Insurance > Binders > Binder Detail > Special Conditions (EPIC-67365)
• Proofs of Insurance > Binders > Binder Detail > Vehicle Physical Damage (EPIC-63034)
• Proofs of Insurance > Binders > Binder Detail > Excess Liability (EPIC-63061)
• Proofs of Insurance > Certificates > Certificate Detail > Attachments (EPIC-74168)
• Proofs of Insurance > Certificate of Property Detail > Boiler & Machinery (EPIC-74286)
• Proofs of Insurance > Certificate of Property Detail  > Inland Marine (EPIC-71444)
• Proofs of Insurance > Evidences > Actions > Update Additional Interest Attachment (EPIC-62262)
• General Ledger > Receipts > Actions > Create Transmission File (EPIC-71690)
• General Ledger > Reconciliations > Bank > On Demand > Bank Reconciliation Worksheet (EPIC-52688)
• Configure > Accounting > Allocation Entries (EPIC-39124)
• Configure > Accounting > Installment Plans (EPIC-38145)
• Configure > Job Management > Fax Setup (EPIC-35997)
• Configure > myEpic > Workflows (EPIC-40785)
• Configure > Policy > Commission/Premium Calculations (EPIC-34659)
• Configure > Policy > Types (EPIC-36467)
• Configure > User Options > Field Defaults > General Ledger Add Workflow (EPIC-71068)

Software Development Kit: What’s New?

Accounts

Activities

• 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

Clients

• 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

Contacts

• 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

Policy

• 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

Configure

Activity

• 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

Software Development Kit: What’s Improved?

Accounts

Clients

• 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

Policy

• 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

Epic Forms

• 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

General Ledger

Reconciliations

• 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

Configure

Accounting

• 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