Previous Updates

• July 2025

  Client Version 16.479.5

  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

  Date	Note	Jira ID
  July 29, 2025		Removed Claims > Claim Detail > Adjustors from Modernized Screens (EPIC-59396)
  July 25, 2025		Removed Polices > Marketed > Actions > Create Carrier Response from Modernized Screens (EPIC-54037)
  July 23, 2025		Removed Policies > Actions > Select Prefill from Modernized Screens (EPIC-53481)
  July 23, 2025		Removed Proofs of Insurance > Binders > Actions > Issue Multiple Binders to Client from Modernized Screens (EPIC-69769)
  July 22, 2025		Removed Claims > Claim Detail > Additional Parties from Modernized Screens (EPIC-58182)
  July 15, 2025		Removed Policies > Equipment Floater > Coverage/Deductible from Modernized Screens (EPIC-71519)
  July 15, 2025		Removed Policies > Equipment Floater > Territory/Type Operation from Modernized Screens (EPIC-71476)
  July 14, 2025		Removed EPIC-56185
  July 14, 2025		Removed Configure > Accounting > Invoice Layouts from Modernized Screens (EPIC-34501)
  July 14, 2025		Removed General Ledger > Vouchers > Actions > Void Voucher from Modernized Screens (EPIC-65576)
  July 10, 2025	The Open view of the Activities list no longer includes closed activities.	EPIC-96571
  July 9, 2025		Removed Proofs of Insurance > Evidences > Evidence of Commercial Property > Actions > Renew Evidence from Modernized Screens (EPIC-66223)
  July 9, 2025		Removed General Ledger > Accounting Month Verification pop-up from Modernized Screens (EPIC-52027)
  July 9, 2025		Removed Claims > Loss Notice > Workers Compensation > Loss from Modernized Screens (EPIC-57139)
  July 7, 2025		Removed Claims > Loss Notice > Property Loss > Home/Fire from Modernized Screens (EPIC-59534)
  July 3, 2025		Removed Proofs of Insurance > Evidences > Evidence of Property > Special Conditions from Modernized Screens (EPIC-64705)
  July 3, 2025		Removed Proofs of Insurance > Evidences > Remarks from Modernized Screens (EPIC-66227)
  July 2, 2025		Updated wording of EB-11
  July 2, 2025		Removed Proofs of Insurance > Evidences > Evidence of Property > Actions > Renew Evidence from Modernized Screens (EPIC-66222)
  July 2, 2025		Removed EPIC-69831
  June 30, 2025		Removed Policies > Actions > Update Stage to Submitted from Modernized Screens (EPIC-47949)
  June 30, 2025		Removed Contacts > Actions > Create Client Portal Account > Please wait pop-up from Modernized Screens (EPIC-53268)
  June 25, 2025		Removed EACT-4783
  June 19, 2025	Benefits Overview Historically, benefits users have had to navigate between multiple screens deep within an account to find relevant information about benefits clients. To provide a seamless, efficient benefits-tailored workflow, the Benefits Overview page gives you a unified, streamlined view of key account and contact information and allows you to quickly view and edit the following items: Activities associated to plans Plans Employee Classes Benefits Detail From Benefits Overview, you can quickly answer client questions, access plan details, and manage plan-related activities. Access Benefits Overview from the navigation panel for any benefits client. A Benefits Overview security permission (which defaults to Deny) has been added to Program Access > Insured Clients > Insured Clients and Program Access > Prospective Clients > Prospective Clients to control access to this page. Grant this permission to all benefits servicing personnel. You can hide the Benefits Overview navigation panel button for users who work on other types of business using the Accounts > Navigation Panel > Benefits Overview option in Configure > Security > Visibility. Targeted role: Servicing personnel	EB-11
  June 17, 2025	The Addresses list populates in Configure > Structure > Organization Contacts. Previously, the list loaded blank unless you chose a different view filter option and then returned to it.	EPIC-72380

  Before You Begin

  Connection Suite

  • For full functionality, please install the latest version of the Epic Connection Suite Package (1.40.16) 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 once Applied enables this capability.

  What’s New?

  Accounts

  Clients

  Benefits Overview

  Historically, benefits users have had to navigate between multiple screens deep within an account to find relevant information about benefits clients. To provide a seamless, efficient benefits-tailored workflow, the Benefits Overview page gives you a unified, streamlined view of key account and contact information and allows you to quickly view and edit the following items:

  • Activities associated to plans

  • Plans

  • Employee Classes

  • Benefits Detail

  From Benefits Overview, you can quickly answer client questions, access plan details, and manage plan-related activities. Access Benefits Overview from the navigation panel for any benefits client.

  A Benefits Overview security permission (which defaults to Deny) has been added to Program Access > Insured Clients > Insured Clients and Program Access > Prospective Clients > Prospective Clients to control access to this page. Grant this permission to all benefits servicing personnel.

  Please note that Accounts > Navigation Panel > Benefits Overview defaults as hidden in the System-Wide Visibility profile in Configure > Security > Visibility. This means that you must remove it from this profile to make the Benefits Overview navigation panel button visible to non-Enterprise Admin users. If you want to hide Benefits Overview for users who work on other types of business, create a visibility profile for them (or edit an existing profile) and add Benefits Overview as a hidden area.  

  Targeted role: Servicing personnel

  EB-11

  What’s Improved?

  System-wide

  • Double-clicking a button that opens a new window or tab no longer opens two instances of the window or tab.

  EPIC-86976

  • You can right-click a list item on a modernized screen to select an action to perform, consistent with functionality on other screens throughout the system. Previously, you could only select Actions menu options from the menubar or options bar on modernized screens.

  EPIC-79790

  Email

  • The Applied Epic Outlook Add-In Configuration pop-up displays in its entirety when your Screen Display Scale and Layout System Settings are greater than 100%. Previously, the Applied Epic URL and Default Browser fields were truncated.

  EPIC-80997

  • You can paste content from Microsoft Outlook into the Comment section in the Attach to Epic tab in the Applied Epic Outlook Add-in.

  EPIC-84459

  Accounts

  • The list of area codes the system uses to validate phone numbers entered on the Add a Client page and in Contact Detail has been updated. Previously, entering a phone number containing a recently created area code caused a Number is not valid error.

  EPIC-80291

  • You can sort the Commission Agreements list by the Effective Date and Expiration Date columns. Previously, updating the dates on a commission agreement caused agreements with All Dates selected to display scattered throughout the sorted list (rather than at the top or bottom).

  EPIC-83236

  Activities

  • The Open view of the Activities list no longer includes closed activities.

  EPIC-96571 - Resolved in hot fix, July 11, 2025

  Clients

  • Selecting a navigation panel option while editing an address in Account Detail no longer causes the navigation panel to become unresponsive.

  EPIC-84813

  Contacts

  • An issue has been resolved that occasionally prevented you from saving Driver’s License and Social Security Numbers in Contact Detail.

  ECRM-7281

  Applied Pay

  • If you use Applied Pay Premium Finance, finance agreements attach to client accounts even if the Premium Finance workflow is not set up to generate an activity. Previously, the system only added these attachments if the activity was configured.

  EACT-4804

  • To enable your organization to enforce or waive convenience fees consistently, you can no longer adjust fee amounts on the Payment from Client page. You can waive a fee altogether when creating a payment link. Otherwise, convenience fee settings default from Merchant Settings on the Applied Pay Portal (for your organization as a whole) and from the Billing tab of client account detail (for individual clients).

  EACT-4782

  Policy

  • When you manually renumber drivers or vehicles in the Renumber Scheduled Items pop-up, focus no longer returns to the top of the list every time you backspace or update a field entry.

  EPIC-81505

  Epic Forms

  • You can save changes after using the More Coverages button to show or hide rows in a list. Previously, a message sometimes displayed, stating that your changes could not be saved.

  ATX2-4027

  Proofs of Insurance

  • You can save and exit a binder with multiple risks in the Description of Operations section. Previously, you could not access other sections of binder detail or exit the binder from the navigation panel when multiple risks existed, and only the first risk saved.

  EPIC-70465

  General Ledger

  Reconciliations

  • Performance has been optimized to load additional transactions in the list when you are flagging transactions during reconciliation. Previously, the list was sometimes slow to populate when you used the arrow keys to scroll down.

  EPIC-75978

  Procedures

  Import

  • Type(s) of Business field values display correctly in Procedures > Import > Prospect Batches when you add this field to a batch as a Constant Field. Previously, the system appended a GUID to every Type of Business.

  EPIC-87546

  SMS

  • Search results display in Procedures > SMS > Unrouted Messages when you select Agency from the Type dropdown. Previously, no results populated.

  EPIC-81506

  Configure

  Attachment

  • You can highlight and copy the Forward to Address field value in Configure > Attachment > Monitor Emails. Previously, you could not highlight the field value.

  EPIC-73930

  Policy

  • Email and Phone data types are available for fields in the Form Builder. The Email data type validates entries for formatting (although it cannot determine whether an email address itself is valid). The Phone field type requires numeric entries between eight and 12 digits without spaces, dashes, or parentheses.

  ATX2-2935

  • You can create new draft editions in Configure > Policy > Policy/Plan Forms. Previously, you could not create a new draft for certain forms if another draft already existed.

  SF-5975

  • When you delete a policy/line type in Configure > Policy > Types that has been used as a criterion for a workload reassignment in Utilities > Reassign > Workload Reassignment, a validation message displays. Previously, a Program Alert error occurred.

  EPIC-73152

  Security

  • The system respects asterisks when you sort the Configure > Security > Users list by the Full Name column. Previously, the system ignored asterisks in this column when sorting alphabetically.

  EPIC-87741

  • A Filters button has been added to the Add Structure Access pop-up in Configure > Security > Users to enable you to locate structures more quickly.

  EPIC-89574

  • The Quotes sub-area consistently displays in the Insured Clients and Prospective Clients areas on the Program Access tab of Configure > Security > Users and Configure > Security > Security Groups. Previously, it sometimes failed to display as an option if you navigated away from one of these pages and then returned.

  EPIC-86728

  Structure

  • The Addresses list populates in Configure > Structure > Organization Contacts. Previously, the list loaded blank unless you chose a different view filter option and then returned to it.

  EPIC-72380

  Utilities

  Diagnostic

  • The list of system locks in Utilities > Diagnostic > Release System Locks sorts correctly by the Created On date column. Previously, the system sorted dates in this column as if they were numeric values.

  EPIC-87334

  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.

  • Clients > On Demand > Coverage Snapshot (EPIC-47981)
  • Policies > Line Detail > Rate/Premium Schedule (EPIC-55448)
  • Policies > Application Detail > Document View > Export Template (EPIC-51641)
  • Policies > Agriculture AP > General Information (EPIC-65160)
  • Policies > Agriculture AP > Remarks (EPIC-63598)
  • Policies > Commercial AP > Attachments (EPIC-67105)
  • Policies > Commercial AP > Prior Carrier (EPIC-63156)
  • Policies > Personal AP > Attachments (EPIC-67111)
  • Policies > Personal AP > Prior Coverage/Loss History (EPIC-63440)
  • Policies > Personal Auto > General Information (2014/12, non-state-specific) (EPIC-66357)
  • Policies > Personal Auto > General Information IL (2012/03) (EPIC-74827)
  • Policies > Personal Auto > General Information KS (2012/02) (EPIC-66397)
  • Policies > Installation/Builders Risk > Open Reporting-Territory/Rigging/Transportation Security (EPIC-77117)
  • Policies > Worker’s Compensation FL > Former Names and Owners (EPIC-76692)
  • Policies > Inland Marine/Personal Article > Attachments (EPIC-67109)
  • Policies > Motor Truck Cargo > Additional Coverages (EPIC-75193)
  • Policies > Personal Umbrella > Attachments (EPIC-68578)
  • Policies > Transportation > Operations/F.O.B. (EPIC-75502)
  • Policies > Watercraft > Operators (EPIC-75879)
  • Policies > Actions > Process Downloaded Policy Suspense Item (EPIC-48497)
  • Claims > Claim Detail > Insured/Contact (U.K.) (EPIC-58290)
  • Claims > Loss Notice > Remarks (EPIC-57804)
  • Policies > Marketed > Actions > Update Stage to Submitted (EPIC-52607)
  • Proofs of Insurance > Binders > Garage Liability (EPIC-60838)
  • Proofs of Insurance > Binders > Remarks (EPIC-63641)
  • Proofs of Insurance > Binders > WC/Empl Liability (EPIC-63064)
  • Proofs of Insurance > Binders > Habitational > Locations (EPIC-76648)
  • Proofs of Insurance > Certificates > Intermodal Interchange > Trailer Interchange (EPIC-74257)
  • Proofs of Insurance > Certificates > Certificate of Liability > Description of Operations (EPIC-73673)
  • Proofs of Insurance > Certificates > Certificate of Property > Location of Premises (EPIC-73691)
  • Proofs of Insurance > Certificates > Remarks (EPIC-66225)
  • Proofs of Insurance > Certificates > Certificate of Property > Special Conditions (EPIC-74327)
  • General Ledger > Vouchers > Actions > Pay Vouchers (EPIC-73201)
  • General Ledger > Reconciliations > Pr/Br Payables > Add (EPIC-61477)
  • Reports > Actions > Copy Report (EPIC-51448)
  • Configure > Structure > Workflow Defaults (EPIC-35473)
  • Utilities > Reassign > Producer/Broker (EPIC-51583)

• June 2025

  Client Version 16.477.18

  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

  Date	Note	Jira ID
  July 14, 2025		Removed Configure > Accounting > Receipt for Payment Layouts from Modernized Screens (EPIC-35922)
  June 25, 2025	The AutoPay feature in Applied Pay excludes invoice transactions that have been reversed in Applied Epic. Previously, it included them.	EACT-4783
  June 25, 2025	You can view and edit agencies in Configure > Structure > Agencies if you have the corresponding security permissions granted. Previously, these actions also required the unrelated Configure > Accounting > Required Accounts - View permission.	EPIC-93163
  June 25, 2025	You can edit the Home screen for other users in Configure > User Options > Customize Homebase. Previously, selecting the lookup button in the Employee to Edit field had no effect, so you could only edit your own settings.	EPIC-92430
  June 10, 2025	Performing the Change Issuing Location action on a master marketing submission no longer causes an exception error.	EPIC-91230
  June 4, 2025		Updated wording of EPIC-81855
  May 29, 2025	If an action takes more than three minutes to process, a message displays to state that Applied Epic did not receive a response from the server. You can select Wait to allow the process to continue, or cancel the process (which closes the tab). Previously, a timeout occurred after three minutes.	EPIC-80580
  May 19, 2025	System-generated activities created by the Renumber Scheduled Items option are associated to the correct policy. Previously, the system associated them to an unrelated policy.	EPIC-87212
  May 19, 2025		Removed EPIC-80291
  May 19, 2025		Removed EPIC-80210

  Before You Begin

  Connection Suite

  • For full functionality, please install the latest version of the Epic Connection Suite Package (1.40.10) 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 once Applied enables this capability.

  What’s Improved?

  System-wide

  • You can load Applied Epic pages in additional tabs if your last name in Configure > Security > Logins contains an apostrophe. Previously, only the Home page loaded successfully and all other pages displayed blank.

  EPIC-76914

  • The dropdown calendar advances only one month when you click the forward arrow with the 31st of the current month selected. Previously, it advanced two months.

  EPIC-81047

  • Modernized and transformed screens have been optimized to load more quickly when they open in new tabs.

  EPIC-81330

  • You can add a sticky note to a subarea of a navigation panel area (such as Procedures > Activities or General Ledger > Reconciliations). Previously, the sticky note did not display.

  EPIC-24890, EPIC-27777

  • If an invalid Data Service Client network path results in an exception that prevents a job notification from displaying, additional job notifications display as expected. Previously, the error prevented subsequent job notifications from displaying.

  EPIC-84083

  • You can enter leading zeros in a phone extension field. Previously, the system did not retain them when you saved the phone number.

  EPIC-74732

  • If an action takes more than three minutes to process, a message displays to state that Applied Epic did not receive a response from the server. You can select Wait to allow the process to continue, or cancel the process (which closes the tab). Previously, a timeout occurred after three minutes.

  EPIC-80580

  Accounts

  Activities

  • If your organization has configured a BlueC integration in the Links menu, you can use the integration’s playback feature. Previously, it was not functional.

  EPIC-81329

  • When you add an activity to a transaction associated to more than one account (for example, a finance company or broker in addition to the client), the activity saves to the correct account. Previously, the system added the activity to the client’s account if the associated transaction was a line applied to the client account on a receipt for a non-client entity.

  EWFM-3842

  Attachments

  • When you perform the Send via Email action, then click on a navigation panel option before the email message pop-up opens, an exception error no longer occurs.

  EPIC-77785

  • You can open image attachments using Microsoft Photos. Previously, an It looks like the file was moved or deleted error message displayed if the Photos application was already running.

  EPIC-80722

  Clients

  • You can no longer continue to Account Detail from the Add a Client page without completing fields that your organization has designated as Required.

  EPIC-81695

  Contacts

  • An issue has been resolved that occasionally caused the same address to populate for every contact who did not previously have an address entered if you were prompted repeatedly to enter a Zip/Postal Code while entering the address for a new contact.

  EPIC-81855

  • You can add and edit Applied CSR24 Self-Service Portal accounts from the Contacts area. Previously, a Please wait message displayed indefinitely and Applied CSR24 failed to load.

  EPIC-70463

  • Entering a future date in the Business Started field in Contact Detail no longer results in a validation message.

  ECRM-7259

  Employees

  • Changes to Sales Target information in Employee Detail save successfully when these are the only changes you make on the page. Previously, the system did not save your changes.

  EPIC-79979

  Applied Pay

  • The AutoPay feature in Applied Pay excludes invoice transactions that have been reversed in Applied Epic. Previously, it included them.

  EACT-4783 - Resolved in hot fix, June 25, 2025

  Policy

  • All Coverage field entries display in Commercial Flood application detail. Previously, Annual Premium values entered in the desktop interface did not display in the browser interface.

  EPIC-80723

  • The Servicing/Billing > Line page has been optimized to return you to the Policies list more quickly when you click the X in the navigation panel.

  EPIC-81125

  • When you add an Other Named Insured to the Commercial Application, the details you enter save correctly. Previously, sorting the list before adding an Other Named Insured caused information from the previous Other Named Insured in the list to populate instead.

  EPIC-82430

  • You can endorse a policy whose first Service Summary row has a Stage of Submitted. Previously, an error occasionally occurred.

  EPIC-82639

  • You can renumber scheduled items on the Commercial Auto application if one or more drivers are missing a Date of birth. Previously, the list of drivers displayed No Items Found if you used the Auto Renumber option, and you could not make manual changes in the Renumber Scheduled Items pop-up.

  EPIC-81476

  • You can manually renumber scheduled items if numerous items exist in the schedule. Previously, the system returned you to the top of the list when you entered any digit. Additionally, the Auto Renumber option renumbers items based on their risk numbers. Previously, it renumbered them based on the currently selected sort order.

  EPIC-83802

  • System-generated activities created by the Renumber Scheduled Items option are associated to the correct policy. Previously, the system associated them to an unrelated policy.

  EPIC-87212

  Policy Marketing

  • Performing the Change Issuing Location action on a master marketing submission no longer causes an exception error.

  EPIC-91230 - Resolved in hot fix, June 9, 2025

  General Ledger

  Receipts

  • When you adjust a large receipt with numerous Detail items, the system no longer removes the items you have selected from the list. Previously, individual receipt lines and sometimes the entire list displayed blank unless you scrolled to refresh the list.

  EPIC-80607, EPIC-80704

  Procedures

  Auditing

  • Opening the Auditing > Client Access Log page from the recent access menu on the Procedures landing page no longer results in a Program Alert error.

  EPIC-80965

  Configure

  Accounting

  • The Program Access > Configure > Accounting > Required Accounts security permission grants you full access to Configure > Accounting > Required Accounts. Previously, the page opened in Edit mode and you could not make changes unless you also had the unrelated General Ledger > Voucher > Add permission granted.

  EPIC-84293

  • You can save your changes in Configure > Accounting > Maximum Write-offs. Previously, the system did not retain them.

  EPIC-75595

  Attachment

  • Closing a template in Configure > Attachment > Templates without saving changes no longer locks the template for editing by other users.

  EPIC-82577

  Policy

  • You can access the Custom Form Editor if your Windows username contains a space. Previously, an error occurred.

  EPIC-80608

  • Plan Name settings load consistently in Configure > Policy > Custom Policy Information. Previously, they occasionally failed to load.

  EPIC-56969

  Security

  • Configure > Security > Users has been optimized to enable you to prevent timeout errors when you add numerous structure combinations to a user.

  EPIC-80554

  • You can make changes in Configure > Security > Users after performing the Change Database action. Previously, you had to log out of the database and log back in to reenable the fields on the page.

  EPIC-82453

  SMS

  • The Include Inactive/Exclude Inactive button in the Account Lookup pop-up in Configure > SMS > Numbers displays or hides inactive employees in the list. Previously, the list included inactive employees by default and the button had no effect.

  EPIC-83070

  • Only active numbers display in the list on the modernized Configure > SMS > Numbers page. Previously, both inactive and active numbers displayed.

  EPIC-75592

  Structure

  • You can view and edit agencies in Configure > Structure > Agencies if you have the corresponding security permissions granted. Previously, these actions also required the unrelated Configure > Accounting > Required Accounts - View permission.

  EPIC-93163 - Resolved in hot fix, June 25, 2025

  User Options

  • You can edit the Home screen for other users in Configure > User Options > Customize Homebase. Previously, selecting the lookup button in the Employee to Edit field had no effect, so you could only edit your own settings.

  EPIC-92430 - Resolved in hot fix, June 25, 2025

  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.

  • Policies > Application Detail > California Personal Auto > General Information (EPIC-75207)
  • Proofs of Insurance > Binders > Binder Detail > Vehicle Liability (EPIC-63063)
  • Procedures > Job Management > Fax Log (EPIC-40752)
  • Configure > Accounting > Maximum Write-off (EPIC-31411)
  • Configure > Policy > Custom Policy Information (EPIC-36366)

• May 2025

  Build 229

  Client Version 16.471.6

  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

  Date	Note	Jira ID
  August 1, 2025	Benefits Overview Historically, benefits users have had to navigate between multiple screens deep within an account to find relevant information about benefits clients. To provide a seamless, efficient benefits-tailored workflow, the Benefits Overview page gives you a unified, streamlined view of key account and contact information and allows you to quickly view and edit the following items: Activities associated to plans Plans Employee Classes Benefits Detail From Benefits Overview, you can quickly answer client questions, access plan details, and manage plan-related activities. Access Benefits Overview from the navigation panel for any benefits client. A Benefits Overview security permission (which defaults to Deny) has been added to Program Access > Insured Clients > Insured Clients and Program Access > Prospective Clients > Prospective Clients to control access to this page. Grant this permission to all benefits servicing personnel. Please note that Accounts > Navigation Panel > Benefits Overview defaults as hidden in the System-Wide Visibility profile in Configure > Security > Visibility. This means that you must remove it from this profile to make the Benefits Overview navigation panel button visible to non-Enterprise Admin users. If you want to hide Benefits Overview for users who work on other types of business, create a visibility profile for them (or edit an existing profile) and add Benefits Overview as a hidden area. If your organization is hosted in a Platinum Dedicated environment, this feature is available in Applied Epic May 2025 Targeted role: Servicing personnel	EB-11
  July 14, 2025		Removed EPIC-56186
  July 14, 2025		Removed Configure > Accounting > Check Layouts from Modernized Screens (EPIC-32557)
  May 29, 2025	When you return to Direct Bill Commissions Reconciliation Detail after adjusting an item, focus remains on the list item you have just adjusted. Previously, the system returned you to the top of the list.	EPCL-72138, EPCL-73276
  May 19, 2025	When an Applied Epic SDK integration updates a client account (using the Update_Client method), the system no longer automatically enables the Waive Convenience Fees option for ACH and Credit Card on the Billing tab of Account Detail unless the integration explicitly updates those selections.	EPCL-73391
  May 9, 2025	You can filter the Batch Scan History log in Procedures > Document Management by date. Previously, an error occurred and no items displayed in the list.	EPIC-75540
  May 9, 2025	When you include a variable in a Description in Configure > Accounting > Transaction Codes, the variable no longer repeats.	EPIC-77654
  May 2, 2025	Reversing a transaction on a client's account no longer results in an erroneous validation message that the transaction is on a suspended receipt. Previously, this message displayed in the following situations: Your agency's accounting method for Direct Bill Agency Commission is Accrual and you have previously changed the Apply To method from Payables/Commissions to General Ledger when adding a receipt to pay a Direct Bill Commissions - Reconcile Commission statement. Your agency is configured on a Cash basis and you change the Apply To selection from General Ledger to Cash on Account when performing the Pay Statement action, add Cash on Account to one or more agencies, change the Apply To selection back to General Ledger, complete the required fields, and select a different line. This issue occurred in a previous build of Applied Epic May 2025.	EPCL-73029
  May 2, 2025	When you select only one Producer or Broker in a report's criteria and leave <NO VALUE> selected for the other criterion, the report no longer includes all transactions with no broker (regardless of producer) or vice versa. This issue occurred in a previous build of Applied Epic May 2025.	EPCL-72961
  May 2, 2025		Removed EPCL-23674
  May 2, 2025		Removed Policies > Marketed > Actions > Review Application from Modernized Screens (EPIC-63526)
  April 25, 2025		Updated wording of ATX2-2810
  April 24, 2025	Form publishing by database To make it easier to develop new forms and prepare for significant changes to existing forms without making them immediately available to associate to policy types, Epic Forms are now database-specific. If your organization has multiple Applied Epic databases (for example, a testing or training database in addition to your production database), you can maintain separate instances of Epic Forms in each one.   To import, access Configure > Policy > Policy/Plan Forms in the database containing the form you want to import. Select the form and click the Copy Form ID link in the upper right to copy its unique identifier to your clipboard. Next, access Configure > Policy > Policy/Plan Forms in the destination database. Use the Import Edition option in the actions menu in the form list and paste the form ID you copied earlier in the Import pop-up to import the form as a new draft edition. You can then review and publish the form to make it available for use in the destination database. When your organization is updated to Applied Epic May 2025, your existing forms will be associated to all of your organization’s databases, as in previous versions of Applied Epic, with no impact to existing policies or conversion mappings. However, any changes you make to the forms in a specific database going forward will be unique to that database. You must use the Import Edition action to move changes to another database. Targeted role: Epic system administrators	ATX2-2810
  April 24, 2025	You can add and edit policy-specific eDoc codes that include Service Summary merge variables in their descriptions in Configure > Interface > Company/Broker. Previously, these variables were not available for selection on new codes, and an error message displayed when you edited an existing code that used them.	EPCL-68944
  April 21, 2025		Removed EPCL-72569
  April 18, 2025	Direct Bill Commissions Reconciliations have been optimized to load screens more quickly, particularly during the Record Commissions workflow.	EPCL-72041

  Before You Begin

  Connection Suite

  • For full functionality, please install the latest version of the Epic Connection Suite Package (1.39.2) 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 once Applied enables this capability.

  What’s New?

  Accounts

  Clients

  Custom ID field for client accounts

  Client account detail enables you to store and track the most relevant information needed for client management, but some organizations may need to capture additional information such as a subscription number or an integration ID created by sources outside of Applied Epic. A Custom ID field has been added to client detail to make this information easily accessible during servicing workflows alongside other client information. You can enter up to 100 characters (of any type) in the Custom ID field when editing client detail for a new or existing client.

  If necessary, you can rename this field in Configure > Account > System Settings > Client Custom ID Field. A View/Edit Custom ID security permission has been added to Program Access > Insured Clients > Insured Clients and Program Access > Prospective Clients > Prospective Clients to control access to the field. The field is only visible to users with this permission granted and only visible in the browser interface.

  Targeted role: Epic system administrators, servicing personnel

  EPCL-70953, PAC-2354

  Benefits Overview

  Historically, benefits users have had to navigate between multiple screens deep within an account to find relevant information about benefits clients. To provide a seamless, efficient benefits-tailored workflow, the Benefits Overview page gives you a unified, streamlined view of key account and contact information and allows you to quickly view and edit the following items:

  • Activities associated to plans

  • Plans

  • Employee Classes

  • Benefits Detail

  From Benefits Overview, you can quickly answer client questions, access plan details, and manage plan-related activities. Access Benefits Overview from the navigation panel for any benefits client.

  A Benefits Overview security permission (which defaults to Deny) has been added to Program Access > Insured Clients > Insured Clients and Program Access > Prospective Clients > Prospective Clients to control access to this page. Grant this permission to all benefits servicing personnel.

  Please note that Accounts > Navigation Panel > Benefits Overview defaults as hidden in the System-Wide Visibility profile in Configure > Security > Visibility. This means that you must remove it from this profile to make the Benefits Overview navigation panel button visible to non-Enterprise Admin users. If you want to hide Benefits Overview for users who work on other types of business, create a visibility profile for them (or edit an existing profile) and add Benefits Overview as a hidden area.

  If your organization is hosted in a Platinum Dedicated environment, this feature is available in Applied Epic May 2025

  Targeted role: Servicing personnel

  EB-11

  Applied Pay

  Waive Applied Pay convenience fees at the account level

  You may want to exempt certain clients from Applied Pay convenience fees for every payment (for example, because of their VIP status or the niche in which their business operates). Previously, you had to adjust fees manually each time you initiated a payment request from Applied Epic.   

  To waive convenience fees for a client’s ACH and/or credit card payments, select either or both checkboxes in the Applied Pay Convenience Fees section on the Billing tab of Account Detail. Selecting either checkbox disables the fee for that payment type and sets it to zero on payments for the client’s account.

  You can grant users permission to waive convenience fees at the Applied Epic account level from the User Security area of Applied Pay.

  Targeted role: Servicing personnel, accounting personnel

  PLAN-2023

  Policy

  Epic Forms

  Form Editions

  To enable you to keep Policy/Plan Forms up to date while maintaining the integrity of existing policies that use previous editions of the forms, form edition functionality has been added to allow you to version Policy/Plan Forms. Form editions also enable you to maintain an audit trail to better understand the last user who updated a form edition, when, and why.

  When you need to update a form, select Editions from its Actions (ellipsis) menu in Configure > Policy > Policy/Plan Forms. The system automatically saves the edition as a draft, and the previous published edition remains accessible to servicing users until you publish the new one. Once you publish the new edition, new policies, renewals, and copied policies will use it by default, while existing policies and endorsements will continue to use the same edition used to create them.

  Please note that if you are using Applied Epic Application Server February 2025 or earlier, renewals also use the same edition as the expiring policy.

  As a result of this change, there is no longer an option to update a form and make the updates available immediately.

  Targeted role: Epic system administrators, servicing personnel

  EPCL-69551

  Configure

  Policy

  Form publishing by database

  To make it easier to develop new forms and prepare for significant changes to existing forms without making them immediately available to associate to policy types, Epic Forms are now database-specific. If your organization has multiple Applied Epic databases (for example, a testing or training database in addition to your production database), you can maintain separate instances of Epic Forms in each one.  

  To import, access Configure > Policy > Policy/Plan Forms in the database containing the form you want to import. Select the form and click the Copy Form ID link in the upper right to copy its unique identifier to your clipboard. Next, access Configure > Policy > Policy/Plan Forms in the destination database. Use the Import Edition option in the actions menu in the form list and paste the form ID you copied earlier in the Import pop-up to import the form as a new draft edition. You can then review and publish the form to make it available for use in the destination database.

  When your organization is updated to Applied Epic May 2025, your existing forms will be associated to all of your organization’s databases, as in previous versions of Applied Epic, with no impact to existing policies or conversion mappings. However, any changes you make to the forms in a specific database going forward will be unique to that database. You must use the Import Edition action to move changes to another database.

  Applied is taking a phased approach to the rollout of this feature and will begin enabling it for select customers in the coming weeks. Look for additional communications from Applied when your organization is scheduled to receive the feature.

  Targeted role: Epic system administrators

  ATX2-2810

  What’s Improved?

  System-wide

  • When you add multiple attachments to an item such as a certificate and reorder them, your attachment order saves. Previously, it did not.

  EPIC-77484

  • The Technical Support email address that displays in Help > About Applied Epic has been updated.

  EPCL-70659

  • The copyright date in the footer and in Help > About Applied Epic has been updated to 2025.

  EPCL-70273

  Home

  Renewals Manager

  • You can use Renewals Manager to renew a line with multi-term commissions enabled if it has had an earlier commission term added after the addition of its latest commission term. Previously, an error occurred.

  EPCL-69272, EPIC-79196

  Accounts

  • An issue has been resolved that unexpectedly logged all users at one organization out of Applied Epic when one user clicked Access > Associated Accounts repeatedly from the Locate screen.

  EPCL-71091

  • Adding a sticky note from the Locate page always associates the note to the Account Detail area of the selected account. Previously, the system associated the sticky note to the area of the account you opened immediately after leaving the Locate page (such as Policies).

  EPIC-77963

  Activities

  • The Amount column in the Activities list sorts correctly. Previously, it did not respect the number of digits or the placement of the decimal point in the amounts (for example, sorting 10.00, 200.00, 30.00, 4.00).

  EPIC-77436

  • You can no longer close the Add an Activity pop-up for system-generated activities created by the Submit to Carriers action without assigning an owner. Previously, the system allowed you to leave the Who/Owner field blank, and the activity failed to save to the client’s Activities list.

  EPCL-71089

  • When the Description configured for the activity created by the Generate Invoice activity event contains only merge variables and no values populate for the variables, the word blank defaults as the description. Previously, the activity and the invoice attachment failed to generate when no description populated for the activity.  

  EPCL-69490

  Attachments

  • Opening an attachment with a URL file type no longer causes an error stating that the target of the URL is not valid.

  EPIC-76998

  • The Save Attachment prompt displays for each open attachment you are saving. Previously, the prompt sometimes only displayed once when you had multiple attachments open, preventing you from making a choice for each file.

  EPCL-69920, EPCL-71154

  Clients

  • Adding a client account no longer causes an error when your Windows Region & Language settings are configured for a culture not supported by Applied Epic.

  ECRM-7242

  Transactions

  • You can add and then reverse a transaction when the Add to Yearly annualization option is configured for its transaction code. Previously, a Divide by Zero error sometimes occurred.

  EPCL-28065

  • Direct bill transactions that have been adjusted and then fully paid no longer display on broker statements.

  EPCL-69721, EPCL-71543

  Applied Pay

  • When you create an Applied Pay Payment Link using the Generate Invoice action for an item that was partially financed or split, the link displays the sum of the latest balance on the invoice. Previously, the payment amount in the link displayed the original amount for the invoice (without subtracting the financed or split portion).  

  EPCL-70712

  • When an Applied Pay PYMT transaction is automatically applied to an invoice transaction that has already been reconciled, the APPL process row is no longer associated to the Premium Payable Reconciliation. Previously, this association caused out-of-balance situations.

  EACT-4657

  • When an Applied Epic SDK integration updates a client account (using the Update_Client method), the system no longer automatically enables the Waive Convenience Fees option for ACH and Credit Card on the Billing tab of Account Detail unless the integration explicitly updates those selections.

  EPCL-73391 - Resolved in hot fix, May 19, 2025

  Policy

  • When you edit multi-term commission term ranges on a line with multiple commission terms already entered, the last term’s expiration date field defaults blank when it is set to Open. Previously, the prior term’s Commission Expiration Date defaulted in the field, which was confusing.  

  EPIC-76164

  Actions

  • A Program Alert error that occasionally occurred when you performed the Endorse/Revise Existing Line(s) action has been resolved.

  EPCL-65083

  • The Endorse/Revise - Existing Lines action consistently generates activities when it is configured to do so. Previously, it sometimes did not.

  EPIC-71300

  Claims

  • The Employee Social Security Number consistently prints on the Workers Compensation Loss Notice. Previously, Employee Social Security Numbers from encrypted databases did not print.

  EPCL-39520

  Custom Forms

  • When you renew a package policy containing multiple lines of the same policy/line type that contain a Policy Information section, each line retains its own Line ID. Previously, the system assigned the same Line ID to all lines of the same type.

  EPCL-70094

  • The Employee Count field displays entries of zero correctly in Policy Information > Rate Information. Previously, the Employee Count displayed blank instead.

  EPIC-76007

  • The Employee Class text in the Associated Employee Class section of Policy Information > Plan/Rate Information displays in red italics for employee classes that exist on a line but are no longer valid at the account level. Previously, there was no way to quickly identify invalid employee classes in Plan/Rate Information.

  EPCL-70911, EPCL-70636

  Policy Marketing

  • You can preview each photo attached to a master marketing submission using a Windows app such as Microsoft Photos. Previously, a single photo displayed as the preview for all photos attached to the submission.

  EPCL-69062

  Proofs of Insurance

  • You can no longer issue a certificate of insurance without completing agency-defined required fields.

  EPIC-74592

  General Ledger

  Receipts

  • If you select and then cancel A/R Writeoff while applying a receipt for payment to Select Receivables, the PYMT transaction files for the correct amount. Previously, it filed with an inflated amount and item balance.

  EPCL-69015

  • When you apply a receipt line to a policy that was previously applied to Account on a suspended receipt for payment and the corresponding payment transaction is subsequently deleted, the system no longer allows you to finalize the receipt. Previously, it was possible to finalize the receipt, resulting in an out-of-balance situation.

  EPCL-69019

  • Performance has been optimized to load Outstanding Payments more quickly in the Receipts area and prevent timeout errors.

  EPCL-69351, EPCL-70184

  • Reversing a transaction on a client's account no longer results in an erroneous validation message that the transaction is on a suspended receipt. Previously, this message displayed in the following situations:

  • Your agency's accounting method for Direct Bill Agency Commission is Accrual and you have previously changed the Apply To method from Payables/Commissions to General Ledger when adding a receipt to pay a Direct Bill Commissions - Reconcile Commission statement.

  • Your agency is configured on a Cash basis and you change the Apply To selection from General Ledger to Cash on Account when performing the Pay Statement action, add Cash on Account to one or more agencies, change the Apply To selection back to General Ledger, complete the required fields, and select a different line.

  This issue occurred in a previous build of Applied Epic May 2025.

  EPIC-73029 - Resolved in hot fix, May 4, 2025

  Disbursements

  • If you enter a disbursement with a line offsetting an agency that is not associated to the bank account and whose interagency accounts are inactive, a validation message displays and you can add the agency to the bank account in Configure > Accounting > Chart of Accounts before completing the disbursement. Previously, the disbursement filed without a cash account row for the agency you added, leaving the disbursement out of balance.

  EPCL-65579

  Reconciliations

  • Direct Bill Commissions Reconciliations have been optimized to load screens more quickly, particularly during the Record Commissions workflow.

  EPCL-72041

  • When you return to Direct Bill Commissions Reconciliation Detail after adjusting an item, focus remains on the list item you have just adjusted. Previously, the system returned you to the top of the list.

  EPCL-72138, EPCL-73276 - Resolved in hot fix, May 19, 2025

  Import

  • An issue has been resolved that prevented you from deleting a batch in General Ledger > Import > Direct Bill Transactions that had previously caused an exception error due to a missing Payment Date.

  EPCL-69980

  • Direct Bill Import has been optimized to reduce the occurrence of deadlock errors and include exceptions in the import log file.

  EPCL-70309

  • General Ledger > Import > Reconciliations no longer considers transactions that have already been fully reconciled as potential matches.

  EPCL-71518

  Export

  • If you have configured General Ledger > Export to use the Entered Date variable in the file name in Configure > Accounting > Import/Export, the variable populates correctly. Previously, the export failed.

  EPCL-69913

  • You can save a file from General Ledger > Export to a local folder or a network path. Previously, selecting the Local or Network radio button caused an error if a default path was configured for the export.

  EPCL-71086

  Reports

  • When an email is successfully distributed from the Reports area and attached to an account, the correct status displays in Procedures > Job Management > Jobs. Previously, the status for the attachment row displayed as Not Started.

  EPCL-68258

  Activity

  • When you generate the Activity Report in Microsoft Excel format, the system ignores any characters that are not supported in XML (such as the unit separator character ¬). Previously, an exception error occurred when you generated the report if it contained unsupported characters.

  EPCL-69716

  Management

  • Information about the Access Indio Submission permission displays on the User Detail and Security Group Detail reports (including the On Demand versions of these reports). Previously, the reports omitted this permission.

  EPCL-70930

  Transaction

  • The Deferred Payables - Producer report has been optimized to generate more quickly and prevent timeout errors.

  EPCL-69958

  • When you select only one Producer or Broker in a report's criteria and leave <NO VALUE> selected for the other criterion, the report no longer includes all transactions with no broker (regardless of producer) or vice versa. This issue occurred in a previous build of Applied Epic May 2025.

  EPIC-72961 - Resolved in hot fix, May 4, 2025

  Procedures

  Document Management

  • You can filter the Batch Scan History log in Procedures > Document Management by date. Previously, an error occurred and no items displayed in the list.

  EPIC-75540

  Configure

  Account

  • Saving changes to Configure > Account > System Settings no longer causes an erroneous Required information is missing message to display.

  EPIC-78409

  Accounting

  • When you include a variable in a Description in Configure > Accounting > Transaction Codes, the variable no longer repeats.

  EPIC-77654

  Interface

  • You can add and edit policy-specific eDoc codes that include Service Summary merge variables in their descriptions in Configure > Interface > Company/Broker. Previously, these variables were not available for selection on new codes, and an error message displayed when you edited an existing code that used them.

  EPCL-68944

  Policy

  • You can update policy types with <None> selected as their Application Detail to use Policy/Plan Forms in Configure > Policy > Types when policies exist for that type. Previously, you could only update the Application Detail when the type was not in use on any policies.

  EPCL-61450

  • If you perform the Run Custom Form Conversion action in Configure > Policy > Custom Forms on a custom form from which you have removed fields, the system skips the fields that no longer exist in the current version and converts the form successfully to a Policy/Plan Form. Previously, an error occurred.

  EPCL-68883, EPCL-70510

  Structure

  • You can update addresses in the Agency, Branch, and Department areas of Configure > Structure. Previously, your changes did not save.

  EPIC-59769

  Interface

  Download

  • Performance has been optimized to prevent timeout errors when you process items out of Direct Bill Commission Suspense and a large number of Suspense items exist (for example, tens of thousands).

  EPCL-70214, EPCL-70648

  • Direct Bill Commission Suspense has been optimized to reduce the occurrence of timeout errors when you choose Finish in the Select Items to Process view and have more than 100,000 unassigned items.

  EPCL-71206, EPCL-70214

  Real-Time

  • Sporadic errors that occurred during rating workflows have been resolved. These errors occurred with Connection Suite Package versions 1.38.7 and later. This fix requires the latest version of the Connection Suite Package.

  EPIC-78381

  Suspense Recycle Bin

  • When a Policy Change Notification job sends a Policy Suspense item to the Suspense Recycle Bin, it no longer creates a duplicate item in Policy Suspense.

  EPCL-69568

  System

  Update Manager

  • (Applied Epic On-Premises only) The wording of the message that displays if failures occur when Update Manager runs has been updated to the following: Completed With Warning(s). Refer to the update status of each action above to determine which action(s) had issues detected during processing. Refer to the Update Manager log file for further details. Previously, the message began with Completed Successfully With Warning(s), which was confusing.

  EPCL-56018

  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.

  • Accounts > Reactivate Account (EPIC-55812)

  • Activities > On Demand > View All Notes for Activity (EPIC-51890)

  • Transactions > Add a Transaction > Receivable Summary (EPIC-56043)

  • Transactions > Add a Transaction > View Govt. Tax/Fee Rates (EPIC-58086)

  • General Ledger landing page (EPIC-65832)

  • General Ledger > Import > Reconciliations > Summary (EPIC-61707)

  • Procedures > Policy > General Bulk Renewal Logs (EPIC-39792)

  • Configure landing page (EPIC-37649)

  • Configure > Accounting > Accounting Methods (EPIC-32685)

  • Configure > Accounting > Import/Export (EPIC-36077)

  • Configure > Activity > Codes (EPIC-31903)

  • Configure > Policy > Adjustors (EPIC-32699)

  • Configure > Structure > Agencies (EPIC-40105)

  • Configure > Structure > Branches (EPIC-40104)

  • Configure > Structure > Departments (EPIC-34299)

  • Configure > Policy > Integration (EPIC-39068)

  • Configure > Policy > Import/Export Risks (EPIC-36639)

  • Utilities > Purge > Renewal Commission Data (EPIC-43975)

  Software Development Kit: What’s New?

  Accounts

  • Description: ServiceLevelServicingRoles and EmployeesForServicingRolesPerAccountOrLine lookups have been added for servicing roles and employees.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._common._lookup.LookupTypes

  • Methods

  Get_Lookup

  • Properties

  N/A

  ESDK-3207

  Attachments

  • Description: The SDK Get_Attachment and Get_AdditionalAttachments methods have been updated to retrieve the Attachment GUID.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._account.Attachment

  • Methods

  Get_Attachment

  Get_AdditionalAttachments

  • Properties

  AttachmentGUID

  AttachmentValue

  ESDK-3543, ESDK-3551

  Policy

  • Description: A LinePremiumPayableContractWithAddress lookup has been added to return line premium payable contract information with additional address, city, and state information.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._common.Lookup

  • Methods

  Get_Lookup

  • Properties

  N/A

  ESDK-3521

  General Ledger

  Reconciliations

  • Description: You can perform the Associate GL Item action available in General Ledger > Reconciliations > Direct Bill Commissions through the Applied Epic SDK.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._01._generalledger._reconciliation.AssociateGLItem

  • Methods

  Get_GeneralLedger_DefaultActionReconciliationAssociateGeneralLedgerItem

  Action_GeneralLedger_ReconciliationAssociateGeneralLedgerItem

  • Properties

  AddTo

  BankAccount

  ReferenceCheckNumberOption

  ReferenceNumber

  CheckNumber

  DetailLineNumber

  GLItemDetailNumber

  ESDK-3378

  • Description: You can insert, update, and retrieve the Apply To Month field through the Applied Epic SDK.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2017._02._generalledger._reconciliation.RecordDetailItem

  • Methods

  Get_GeneralLedger_ReconciliationDirectBillCommission

  Insert_GeneralLedger_ReconciliationDirectBillCommission

  Update_GeneralLedger_ReconciliationDirectBillCommission

  • Properties

  ApplyToMonth

  ESDK-3585

  Configure

  Accounting

  • Description: A Get_Configure_AccountingSystemSettingsPrBrPayableReconciliation method has been added to retrieve the properties listed below from Configure > Accounting > System Settings > Reconcile Producers/Brokers.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2022._02._configure._accounting._systemsettings.PrBrPayableReconciliation

  • Methods

  Get_Configure_AccountingSystemSettingsPrBrPayableReconciliation

  • Properties

  ReconcileProducerBrokerPayables

  ReconcileOnlyProducerPayables

  ReconcileOnlyBrokerPayables

  DoNotReconcileProducerBrokerPayables

  AllSelectedOption

  StructureItems

  ESDK-3631

  Policy

  • Description: A Get_Policy_SystemSettings method has been added to retrieve the properties listed below from Configure > Policy > System Settings.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._12._configure._policy.SystemSettings

  • Methods

  Get_Policy_SystemSettings

  • Properties

  RequireAtLeastOnePrBrOnLines

  MultipleCommissionsUsePriorTermCommissionAgreement

  SingleCommissionPriorTermAgreementDidNotUseAgreementDefault

  SingleCommissionPriorTermAgreementUsedAgreementDefault

  Agriculture

  Benefits

  Bonds

  Commercial

  FinancialServices

  LifeHealth

  Other

  Personal

  BenefitsDefaultNewRevenueDate

  BenefitsDefaultRenewalRevenueDate

  ESDK-3321

  User Options

  • Description: A Get_Configure_FieldDefaultPolicyAdd method has been added to retrieve the properties listed below from Configure > User Options > Field Defaults > Policy Add Workflow.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2022._02._configure._fielddefaults.PolicyAdd

  • Methods

  Get_Configure_FieldDefaultPolicyAdd

  • Properties

  IsProspectivePolicy

  PolicyTypeCode

  Source

  AgencyCode

  BranchCode

  DepartmentCode

  LineTypeCode

  StatusCode

  BillingModeOption

  DefaultIssuingLocation

  ProfitCenterCode

  IssuingCompanyLookupCode

  PremiumPayableTypeCode

  PremiumPayableLookupCode

  AgencyDefinedCategoryItems

  LineDetailValue

  IsDefaultsDefined

  IsFinanced

  BillingPlan

  SendInvoiceToContactOption

  ProducerBrokerCommissionsItems

  ProducerBrokerLookupCode

  OrderNumber

  ProductionCredit

  ProducerBrokerCode

  ProducerBrokerName

  ESDK-3230

  • Description: A Get_Configure_FieldDefaultClientAdd method has been added to retrieve the properties listed below from Configure > User Options > Field Defaults > Client Add Workflow.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2022._02._configure._fielddefaults.ClientAdd

  • Methods

  Get_Configure_FieldDefaultClientAdd

  • Properties

  Type

  AccountSource

  FormatOption

  OverrideTypeOfBusiness

  IsAgriculture

  IsBenefits

  IsCommercial

  IsLifeHealth

  IsPersonal

  IsBonds

  IsFinServices

  IsOther

  BrokerCode

  InvoicePageBreak

  StatementPageBreak

  InvoiceLayout

  StatementLayout

  ApplyLateCharges

  StructureItems

  ServicingContactValue

  AgencyDefinedCategoryItems

  IsDefaultsDefined

  ADCCategory

  ADCOption

  ServicingRole

  EmployeeLookupCode

  EmployeeName

  Agency

  Branch

  ESDK-3228

  • Description: A Get_Configure_FieldDefaultContactAdd method has been added to retrieve the properties listed below from Configure > User Options > Field Defaults > Contact Add Workflow.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2022._02._configure._fielddefaults.ContactAdd

  • Methods

  Get_Configure_FieldDefaultContactAdd  

  • Properties

  BusinessIndividualOption

  CategoryOption

  DefaultFormalOption

  ContactVia

  BillingContactMethod

  ServicingContactMethod

  MarketingContactMethod

  Language

  MarketingOptInPhone

  MarketingOptInEmail

  MarketingOptInMail

  MarketingOptInFax

  ClassificationsItems

  IsDefaultsDefined

  ESDK-3229

  • Description: A Get_Configure_FieldDefaultActivityAdd method has been added to retrieve the properties listed below from Configure > User Options > Field Defaults > Activity Add Workflow.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2022._02._configure._fielddefaults.ActivityAdd

  • Methods

  Get_Configure_FieldDefaultActivityAdd

  • Properties

  Category

  ActivityCode

  OwnerType

  SpecificPerson

  Status

  AccessLevel

  IsDefaultsDefined

  ESDK-3227

  Software Development Kit: What’s Improved?

  Accounts

  • Description: The Vendor and OtherInterestCode lookups have been updated to return Vendor and Other Interest IDs. Previously, they only returned codes and descriptions.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._common.Lookup

  • Methods

  Get_Lookup

  • Properties

  N/A

  ESDK-3522

  Policy

  • Description: The Applied Epic SDK inserts employer contributions when adding a new PlanInformationItem. Previously, it did not.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2016._01._account._policy._policy._policyinformation._planrateinformation._planinformationitem._rateinformation.RatePremiumItem

  • Methods

  Update_PolicyInformation_PlanRateInformation

  • Properties

  ContributionPercentage

  ContributionAmount

  ESDK-3576

  Custom Forms

  • Description: You can remove an invalid associated employee class from Policy Information > Plan/Rate Information (an employee class with an EmployeeClassID of -1), consistent with Applied Epic. Previously, the following validation error occurred: Value must be greater than 0; Field = PlanInformationItems(3).PlanValue.AssociatedEmployeeClassItems(1).EmployeeClassID.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2016._01._account._policy._policy._policyinformation._planrateinformation._planinformationitem._plan.AssociatedEmployeeClassItem

  • Methods

  Update_PolicyInformation_PlanRateInformation

  • Properties

  EmployeeClassID

  ESDK-3622, ESDK-3613

• April 2025

  Client Version 16.455.6

  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

  Date	Note	Jira ID
  June 10, 2025	The EXE file for the Applied Epic Quotes Live Fill Applet saves to C:\ProgramData\Applied Systems, and an accurate installation status displays in Help > Connection Suite after a Connection Suite Package update. Previously, this EXE file resided in C:\Program Files (x86)\Applied Systems\Applied Epic Desktop Connector, and updating the Connection Suite package removed the file.	EPIC-70474
  May 9, 2025	You can enter 0 in the Expiration Date Days field in Configure > Proofs > Binders. Previously, a validation message displayed. Additionally, the system retains your changes when you save them and navigate away.	EPIC-70241
  May 9, 2025		Removed Policies > Multi-Carrier Schedule from Modernized Screens (EPIC-63485)
  April 17, 2025		Removed Policies > Actions > Renew > Renew Multiple Policies from Modernized Screens (EPIC-54380)
  April 9, 2025		Removed Reports/Marketing > Marketing Preview from Modernized Screens (EPIC-50206)
  March 21, 2025		Updated Before You Begin wording
  March 21, 2025	If your organization uses Epic Forms, the Program Access > Configure > Policy > Policy/Plan Forms permission displays in Configure > Security > Security Groups and Configure > Security > Users. Previously, it was only visible in the Applied Epic desktop interface.	EPIC-77939

  Before You Begin

  Connection Suite

  • For full functionality, please install the latest version of the Epic Connection Suite Package (1.38.16) 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 once Applied enables this capability.

  What’s New?

  Accounts

  Personal Lines Renewal Insights

  In today’s competitive market, managing renewals can require extensive manual work to gather and analyze data to answer client questions about renewal premium increases. Personal Lines Renewal Insights, now available through an Early Access program to agencies with Applied Epic Dashboards enabled, helps you provide quick answers to these questions.

  PL Renewal Insights gives you access to critical renewal data in an Activity note and a PDF attachment, which offers a detailed breakdown of changes in the renewing policy. These tools simplify and expedite renewal comparisons and policy rewrites.

  To enable the system to start creating insights, navigate to Configure > Activity > Codes and add activity code 7777 for Personal Auto insights and code 9999 for Homeowners insights. Set the Owner type for each code to either Specific Person or Specific Work Group. To streamline users’ workflows, Applied recommends setting these activities to default as closed successfully.

  Once you have created these codes, PL Renewal Insights run daily at 3 a.m. Central Time for any policies renewed manually or by download the previous day. Insights display as a note on an activity associated to each of these policies and a PDF in the client’s Attachments list associated to each policy.

  If your agency processes a high volume of personal lines renewals, you may want to consider setting up Policy Download to generate Premium Increase and Premium Decrease activities (as well as scheduling Download to run before 3 a.m. Central or setting up Instant Download). These activities can serve as reminders to review the corresponding PL Renewal Insights activities and attachments.

  Targeted role: Servicing personnel

  DAS-54, DAS-55

  Applied Pay

  AutoPay

  For an even simpler, more automated payment collection workflow, AutoPay is available in Applied Pay with the Applied Pay Early April release. Your insureds can set up automatic payments with their preferred payment method at the account, policy, or transaction (invoice) level, saving time on administrative tasks for both them and you and providing a hassle-free payment experience.

  To enroll, insured users just need to select the Enroll in AutoPay option at checkout and sign in or create an account when prompted. For peace of mind, they receive a payment reminder three days before each payment due date and a confirmation after each payment. On the due date, the system automatically charges the amount due to the insured’s selected payment method, then writes the payment back into Applied Epic, applies credits to debits, and clears the balance on the client’s account. If a payment fails for any reason, the insured receives a notification with a link to update their payment method, all while keeping your agency updated. Your organization will also receive a notification email if an insured decides to cancel AutoPay.

  An AutoPay Enrollment section has been added to the Applied Pay Portal to give you a clear view of enrolled insureds and their details. If necessary, you can cancel enrollment on an insured’s behalf in this section or export the enrollment list as a Microsoft Excel file. An AutoPay Settings tab has been added to Merchant Settings, when you can customize your organization’s AutoPay enrollment offerings and notification preferences.

  Targeted role: Servicing personnel

  PAY-3325

  Offer Premium Finance based on structure

  To help you manage the availability of your organization’s Premium Finance offering consistently and efficiently, you can choose to offer Premium Finance as a Payment method based on the agency and branch associated to a client’s policy.

  The system validates the policy’s structure against the structures assigned to Premium Finance Groups. Premium Finance only displays as an available payment method for policies whose structure is assigned to an active Premium Finance Group. You can associate structures to groups by navigating to the Premium Finance Groups area on the Applied Pay Portal. In the Policy view of the Payment from Client page, the Premium Finance option will only be enabled if at least one policy has a structure assigned to an active Premium Finance Group.

  Targeted role: Servicing personnel, accounting personnel

  EACT-4263

  What’s Improved?

  System-wide

  • A behind-the-scenes change has been made to resolve a rare issue that unexpectedly logged users out of Applied Epic with a Session Expired message in isolated instances.

  EPIC-74644

  Connection Suite

  • The EXE file for the Applied Epic Quotes Live Fill Applet saves to C:\ProgramData\Applied Systems, and an accurate installation status displays in Help > Connection Suite after a Connection Suite Package update. Previously, this EXE file resided in C:\Program Files (x86)\Applied Systems\Applied Epic Desktop Connector, and updating the Connection Suite package removed the file.

  EPIC-70474

  Accounts

  Activities

  • You can enter negative values in the Actual Cost field when adding an activity. Previously, this field only accepted positive amounts.

  EWFM-3832

  • When you add an activity containing a task to an account-level transaction, the task’s Owner Name populates correctly. Previously, the Owner Name did not default if the default Owner type was a servicing role.

  EWFM-3799

  • Performance has been optimized to resolve an issue that occasionally prevented you from adding activities or changing the Who/Owner selection on existing activities if your organization has numerous employees and structure combinations.

  EWFM-3820

  Policy

  Policy/Plan Forms

  • You can remove Yes/No answers from dropdown menus in the General Information section of applications that use Policy/Plan Forms. Previously, you could not clear these dropdowns after making a selection.

  EPIC-48413

  General Ledger

  Reconciliations

  • When you add a reconciliation, flag transactions to reconcile, and immediately close the statement, the transactions remain flagged when you open it again. Previously, your selections did not save.

  EPIC-19678

  Configure

  Proofs

  • You can enter 0 in the Expiration Date Days field in Configure > Proofs > Binders. Previously, a validation message displayed. Additionally, the system retains your changes when you save them and navigate away.

  EPIC-70241

  Real-Time

  • You can locate a company when performing an Account Update in Configure > Real-Time > Account. Previously, a blank page displayed.

  EPIC-59894

  Security

  • If your organization uses Epic Forms, the Program Access > Configure > Policy > Policy/Plan Forms permission displays in Configure > Security > Security Groups and Configure > Security > Users. Previously, it was only visible in the Applied Epic desktop interface.

  EPIC-77939

  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.

  • Company Detail > Type/Billing > Company Contracts

  • Policies > Weighted Commission

  • Policies > Policy Information > Copy Policy Information

  • Policies > Marketed > Master Marketing Submission Detail > Add Line pop-up

  • General Ledger > Budgets > GL Budgeting > Actions > Export Budget

  • Reports/Marketing > Actions > Edit Report Name/Comments

  • Configure > Leads Inbox > Import Rules

  • Configure > Proofs > New York ICC Codes

  • Configure > Real-Time > Account

  • Configure > Structure > Organization

  • Utilities > Interface > Cleanup

  EPIC-51261, EPIC-52294, EPIC-54377, EPIC-51260, EPIC-56942, EPIC-51445, EPIC-39004, EPIC-31944, EPIC-32754, EPIC-59318, EPIC-45242

• March 2025

  Client version 16.445.3

  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

  Date	Note	Jira ID
  July 18, 2025		Removed Utilities > Diagnostic > Release System Locks from Modernized Screens (EPIC-44288)
  July 18, 2025	Adding a valid UNC path in Configure > Job Management > Data Service Network Path no longer causes the following error: The path specified is not in the proper format. Only a path in UNC format (e.g. \\servername\sharename\foldername) is allowed.	EPIC-65993
  May 16, 2025		Removed Proofs of Insurance > Certificates > Actions > Import Holders from Modernized Screens (EPIC-59595)
  May 9, 2025	You can access Configure > Activity > Work Groups if you have the corresponding security permission granted. Previously, this area also required the unrelated Utilities > Reassign > Workload Reassignment permission.	EPIC-63135
  May 9, 2025	Jobs scheduled from the desktop interface in Configure > Activity > Process Activities display the correct time. Previously, the system based the scheduled time on UTC time.	EPIC-59998
  May 9, 2025	If the Configure > SMS > Numbers screen fails to open due to an error, the system no longer deactivates the entire list of numbers. Please note that if an error does occur, the list will display blank. Navigate away from the screen and then return to it to view the list.	EPIC-67269
  April 29, 2025		Removed Configure > Policy > Prefills from Modernized Screens (EPIC-36640)
  April 24, 2025		Removed Client Contracts > Services > Actions > Reopen Service from Modernized Screens (EPIC-60640)
  April 24, 2025		Removed Client Contracts > Services > Actions > Close Service from Modernized Screens (EPIC-60638)
  April 21, 2025		Removed Procedures > Import > Prospect Batches > Add from Modernized Screens (EPIC-61224)
  April 18, 2025		Removed Proofs of Insurance > Binders > Binder Detail > General Liability from Modernized Screens (EPIC-61027)
  April 15, 2025		Removed Proofs of Insurance > Evidences > Evidence Detail > Special Conditions > Available Evidences of Insurance from Modernized Screens (EPIC-64430)
  April 9, 2025		Removed EPIC-69577
  March 28, 2025		Removed Proofs of Insurance > Certificates > Actions > Update Holder Attachments from Modernized Screens (EPIC-56244)
  March 14, 2025		Removed Claims > CSIO Auto > Loss Notice > Property Damage from Modernized Screens (EPIC-59977)
  March 14, 2025		Removed Claims > Liability > Loss Notice > Type of Liability from Modernized Screens (EPIC-57042)
  March 14, 2025		Removed Claims > Property > Loss Notice > Additional Coverages from Modernized Screens (EPIC-58558)
  March 14, 2025		Removed Claims > Property > Loss Notice > Additional Interests from Modernized Screens (EPIC-58573)
  March 14, 2025		Removed Policies > Marketed > Carrier Submission Detail from Modernized Screens (EPIC-52153)
  March 7, 2025		Removed General Ledger > Receipts > On Demand > Deposit Register from Modernized Screens (EPIC-43302)
  March 4, 2025		Removed Opportunity Detail > Detail/Summary from Modernized Screens (EPIC-54034)
  March 4, 2025		Removed Contacts > Marketing Preferences from Modernized Screens (EPIC-62323)
  March 4, 2025		Removed Procedures > Import > Prospect Batches > View from Modernized Screens (EPIC-61226)
  February 27, 2025	Duplicate debit transactions no longer display on the Payment from Client page or the Applied Pay Hosted Payment Page for policies with split commissions. Previously, the debit transaction displayed once for each commission split.	EACT-4500
  February 25, 2025	You can select text in a disabled field (for example, to copy it). Previously, the text did not highlight.	EPIC-73052
  February 25, 2025	Adding a Claim Code on a claim’s Reporting/History tab by entering it manually (rather than selecting it from the dropdown) and clicking Finish without waiting for options to populate in the dropdown no longer causes an exception error.	EPIC-73050
  February 25, 2025	You can register a new Merchant Account from Configure > Accounting > Applied Pay if you have previously registered a merchant account from Applied CSR24. Previously, an error occurred.	PAY-3419
  February 25, 2025	You can save an Applied Pay activity code in Configure > Activity > Codes after removing the @ symbol from the default code. Additionally, changing an Applied Pay activity code no longer deselects the Default checkbox on the event associated to that code in Configure > Activity > Events, and the system no longer generates these activities automatically if you have deselected the Generate activity for event automatically checkbox.	EACT-4370
  February 25, 2025	The Commission/Premium Calculation tool respects your time formatting settings and runs as scheduled. Previously, the scheduled time for the job displayed in 24-hour time (for example, 14:40 rather than 2:40 p.m.), and any job scheduled after noon ran the following morning (so that a job scheduled for 2:40 p.m. ran at 2:40 a.m. the following day).	EPIC-69577

  Before You Begin

  Connection Suite

  • For full functionality, please install the latest version of the Epic Connection Suite Package (1.38.10) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. If you have previously installed version 1.38.7 after uninstalling older versions, you do not need to uninstall 1.38.7 to install 1.38.10. If you currently have an older version installed or did not uninstall before installing 1.38.7, uninstall your current version before installing 1.38.10.

  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.

  Like version 1.38.7, this version of the Connection Suite includes a Windows service called the Applied Connection Suite Installer, which will install future updates to the Connection Suite Package on your workstation automatically once Applied enables this capability.

  What’s Improved?

  System-wide

  • Sticky Notes save when you return to a navigation panel area you have previously accessed immediately after entering them. Previously, the system did not retain them.

  EPIC-68676

  • On pages that allow you to enter multiple addresses (such as Holder pages), the City and State/Province populate automatically when you enter the same Zip/Postal Code for more than one address. Previously, these fields did not populate when you tabbed away from the second Zip/Postal Code field.

  EPIC-69357

  • You can select text in a disabled field (for example, to copy it). Previously, the text did not highlight.

  EPIC-73052

  Print Center

  • Accessing the Printer Properties when printing with the Print Center no longer changes the default margins. Previously, changing other settings in the Printer Properties skewed the margins of the printed output.

  EPIC-66535

  Accounts

  Activities

  • You can add an activity to an employee with an incomplete phone number (for example, with a country code and extension entered but a blank phone number field). Previously, the Add an Activity page did not display.

  EWFM-3809

  Attachments

  • If an edited attachment fails to upload when you save your changes, the system retries the upload automatically. If the upload continues to fail, the system prompts you to try saving your edit again. Previously, no message displayed and your edits did not save.

  EPIC-67692

  Applied Pay

  • An issue has been resolved that occasionally caused the Payment from Client pop-up to open briefly, then close unexpectedly.

  EACT-4345

  • The system creates payment transactions for partial Applied Pay payments made from the Applied CSR24 Self-Service Portal. Previously, it did not.

  EACT-4405

  • Duplicate debit transactions no longer display on the Payment from Client page or the Applied Pay Hosted Payment Page for policies with split commissions. Previously, the debit transaction displayed once for each commission split.

  EACT-4500

  Policy

  • If you select Add or Finish on the Pr/Br Commission pop-up while the system is looking up a producer or broker based on a partial Pr/Br Code entry, an exception error no longer occurs.

  EPIC-66768

  Claims

  • Adding a Claim Code on a claim’s Reporting/History tab by entering it manually (rather than selecting it from the dropdown) and clicking Finish without waiting for options to populate in the dropdown no longer causes an exception error.

  EPIC-73050

  General Ledger

  Disbursements

  • When you print checks to PDF through Print Center, the system parses the check text as a separate layer (for example, to extract using third-party software and send to the bank). Previously, Print Center treated check PDFs as images, and you could not extract the text.

  EPIC-68747

  Configure

  Accounting

  • You can register a new Merchant Account from Configure > Accounting > Applied Pay if you have previously registered a merchant account from Applied CSR24. Previously, an error occurred.

  PAY-3419

  Activity

  • You can save an Applied Pay activity code in Configure > Activity > Codes after removing the @ symbol from the default code. Additionally, changing an Applied Pay activity code no longer deselects the Default checkbox on the event associated to that code in Configure > Activity > Events, and the system no longer generates these activities automatically if you have deselected the Generate activity for event automatically checkbox.

  EACT-4370

  • You can access Configure > Activity > Work Groups if you have the corresponding security permission granted. Previously, this area also required the unrelated Utilities > Reassign > Workload Reassignment permission.

  EPIC-63135

  • Jobs scheduled from the desktop interface in Configure > Activity > Process Activities display the correct time. Previously, the system based the scheduled time on UTC time.

  EPIC-59998

  Interface

  • The system records information behind the scenes about the user who last made changes in Configure > Interface > System Settings and when. Previously, the system did not log the usercode or the date for changes made on this page.

  EPIC-28032

  Job Management

  • Adding a valid UNC path in Configure > Job Management > Data Service Network Path no longer causes the following error: The path specified is not in the proper format. Only a path in UNC format (e.g. \\servername\sharename\foldername) is allowed.

  EPIC-65993

  Security

  • The Select Database pop-up has been optimized to load more quickly when you perform the Change Database action in Configure > Security > Users.

  EPIC-57769

  • The Sub-Area Permissions pane on the Program Access tab of Configure > Security > Users consistently populates after you save changes to a user. Previously, the pane occasionally displayed blank.

  EPIC-65687

  • Searches on the Structure Access tab of Configure > Security > Users return results. Previously, they did not.

  EPIC-59042

  • You can edit users in other databases using the Change Database action in Configure > Security > Users as long as you have permissions granted to edit Logins and Users in the original database, consistent with the desktop interface. Previously, you also had to have permissions to the destination database.

  EPIC-66315

  • Configure > Security > Users no longer displays a No items found error when it opens.

  EPIC-56999

  • Configure > Security > Users has been optimized to load more quickly.

  EPIC-56583

  SMS

  • If the Configure > SMS > Numbers screen fails to open due to an error, the system no longer deactivates the entire list of numbers. Please note that if an error does occur, the list will display blank. Navigate away from the screen and then return to it to view the list.

  EPIC-67269

  System

  Bulk Data Extract

  • An updated version of the Bulk Data Extract Decryption Utility is available. This version provides more detailed error logging than previous versions.

  EPCL-70025

  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.

  • Transactions > On Demand > Installment Schedule

  • Policies > Line Detail > In Progress/Suspended Workflows

  • Policies > Policy Detail > Renumber Scheduled Items

  • Claims > Actions > Close/Reopen Claim > Reopen

  • Policies > Marketed > Actions > Update Marketing Attachments

  • Policies > Marketed > On Demand > Summary of Insurance

  • General Ledger > Import > Reconciliations > Batch Detail

  • General Ledger > Accounting Year Verification pop-up

  • Procedures landing page

  • Procedures > Interface Management > Dashboard

  • Procedures > Policy > Send PDF Batch to Drive

  • Configure > Attachment > Monitor Emails

  • Configure > Policy > Renewals Manager Settings

  • Configure > Security > Users

  • Configure > User Options > Field Defaults > Company Add Workflow

  • Configure > User Options > Field Defaults > Vendor Add Workflow

  • Configure > User Options > Field Defaults > Receipt for Payment Add Workflow

  • Configure > User Options > Field Defaults > Other Interest Add Workflow

  • Configure > User Options > Field Defaults > Finance Company Add Workflow

  • Configure > User Options > Field Defaults > Employee Add Workflow

  • Configure > User Options > Field Defaults > Commercial Quote Workflow

  • Configure > User Options > Field Defaults > Personal Quote Add Workflow

  • Utilities landing page

  • Utilities > Archive > Accounting

  EPIC-53652, EPIC-54900, EPIC-47670, EPIC-42804, EPIC-51888, EPIC-52153, EPIC-48454, EPIC-61708, EPIC-51889, EPIC-61223, EPIC-64602, EPIC-40838, EPIC-36623, EPIC-39025, EPIC-37942, EPIC-54340, EPIC-54339, EPIC-56243, EPIC-54335, EPIC-54289, EPIC-52722, EPIC-53216, EPIC-53599, EPIC-57547, EPIC-46532

• February 2025

  Build 215

  Client Version 16.442.3

  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

  Date	Note	Jira ID
  June 4, 2025		Removed Procedures > myEpic Management > Workflows from Modernized Screens (EPIC-41104)
  April 24, 2025		Removed Opportunities > Actions > Reopen Opportunity from Modernized Screens (EPIC-55067)
  March 28, 2025		Removed Claims > Actions > Close from Modernized Screens (EPIC-42806)
  March 28, 2025		Removed Utilities > Archive > Accounting from Modernized Screens (EPIC-46532)
  March 18, 2025		Updated wording of EPIC-56437
  March 14, 2025		Removed Configure > Policy > Types from Modernized Screens (EPIC-36467)
  March 4, 2025	The system consistently saves your criteria selections on a newly created Premium Payable Reconciliation statement when you change them from the system defaults. Previously, your selections sometimes failed to save if you navigated to another section of the page too quickly (for example, if you clicked the Flag All Items or Do Not Flag Items radio button), then accessed the statement detail.	EPIC-62887
  February 27, 2025		Removed EPIC-50585
  February 27, 2025	Duplicate debit transactions no longer display on the Payment from Client page or the Applied Pay Hosted Payment Page for policies with split commissions. Previously, the debit transaction displayed once for each commission split.	EACT-4500
  February 21, 2025		Removed General Ledger > Reconciliations > On Demand > Transaction Reconciliation Report from Modernized Screens (EPIC-52151)
  January 30, 2025	You can view long forms in their entirety in Configure > Policy > Prefills - Policy/Plan Forms. Previously, this page truncated fields at the bottom of certain forms and did not display a scroll bar.	ATX2-2779
  January 24, 2025	When you add a claim from the Claims – All list and immediately perform the Close/Reopen Claim action on it or close it by clicking the X in the navigation panel, a Program Alert error no longer occurs.	EPCL-69649
  January 24, 2025	You can finalize reopened reconciliation statements. Previously, a Statement month is locked message displayed.	EPCL-69769
  January 24, 2025	Description: The following methods have been updated to enable you to insert, modify, and retrieve New Revenue Begins and Renewal Revenue Begins dates. Classes schemas.appliedsystems.com.epic.sdk._2017._02._account._policy.Line_2017_02 schemas.appliedsystems.com.epic.sdk._2011._01._account._policy._action.ChangePolicyEffectiveExpirationDates schemas.appliedsystems.com.epic.sdk._2011._01._account.PolicyV1 Methods Insert_Policy Insert_Line Action_Policy_ChangePolicyEffectiveExpirationDates Get_Line Properties NewRevenueBeginDate RenewalRevenueBeginDate ChangeNewRevenueBeginDateTo ChangeRenewalRevenueBeginDateTo	ESDK-3341, ESDK-3473

  Before You Begin

  System-wide

  Connection Suite

  • For full functionality, please install the latest version of the Epic Connection Suite Package (1.38.7) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. To ensure that this version installs successfully, uninstall any older version of the package from your workstation before installing it. 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.

  This version of the Connection Suite includes a Windows service called the Applied Connection Suite Installer, which will install future updates to the Connection Suite Package on your workstation automatically once Applied enables this capability.

  EPIC-50585

  Accounts

  Attachments

  • If your organization has selected FormStack as your eSignature partner and you access Applied Epic through the desktop interface, perform Switch User once your system is updated to Applied Epic February 2025 to make sure FormStack continues to function as expected.

  PSA-1805

  What’s New?

  Accounts

  Attachments

  Two-way FormStack integration

  If your organization has selected FormStack as your eSignature partner, you no longer have to wait for an email message to notify you when a client has signed a document, nor remember to attach the signed document manually. Instead, signed documents are attached to the client’s account automatically, saving you time and ensuring that you do not inadvertently overlook the signed documents in your inbox.

  In addition to attaching the signed documents, the system adds a task to the associated activity and displays a notification containing a link to the client’s Attachments list. If the client voids or declines the document, a task indicating this status is added to the activity.

  As part of this enhancement, you no longer have to enter your email address before the FormStack login page displays.

  If you access Applied Epic through the desktop interface, perform Switch User once your system is updated to Applied Epic February 2025 to make sure FormStack continues to function as expected.

  Targeted role: Servicing personnel

  PSA-1805

  Applied Pay

  Embedded Premium Finance for custom form policies

  While premium financing is an attractive option for many insureds seeking greater payment flexibility, offering financing has historically been a time-consuming, labor-intensive process for agencies, with little financial incentive for policies with lower premiums. To save you time while offering more flexible payment options to your clients, Applied Pay Embedded Premium Finance is available for additional lines of business. If your agency uses Applied Pay Embedded Premium Finance, you can finance lines that use custom forms. Previously, Premium Finance was only available for ACORD lines of business.

  Offer premium financing to your clients for custom form policies following the same workflow you use for ACORD lines today. If the policy selected for premium financing contains at least one custom form line, you must select Personal or Commercial as the Type of Business and complete the Coverage Type field. The Policy Type defaults, but you can enter a different coverage type if necessary.

  Targeted role: Servicing personnel

  PLAN-1266

  General Ledger

  Receipts

  Automated Matching of Applied Pay Batches includes returns

   To help you generate complete and accurate receipts that mirror your clients’ payments in the Applied Pay Portal, returns, chargebacks, and NSFs populate on receipts created by the Import Payout workflow. Previously, the payout amount ignored returns and only reflected sales payments.

  When you import payouts from Applied Pay, returns count toward the payout amount and pull into the receipt when you reach the last screen of the Add a Receipt workflow. The actions menu options are not available for returns. Returns display as exact matches as long as they created debit transactions.

  To clarify the search functionality available during the Import Payout workflow, the label Search by Batch ID and amount has been added to the search field.

  Targeted role: Accounting personnel

  EPCL-55357

  What’s Improved?

  System-wide

  • Performance has been optimized to load pages in new tabs more quickly.

  EPIC-67137

  Connection Suite

  • When you have the Layout Builder or Custom Form Editor open, you can use other functionality that requires the Connection Suite Package in other tabs. Previously, the system prompted you to close the Layout Builder or Custom Form Editor tab to continue working.

  EPIC-56232

  Distribution Manager

  • You can copy and paste text into fields on the Distribution tab using your browser’s right-click context menu during Distribution Manager workflows. Previously, the menu failed to display when you right clicked in a field.

  EPIC-65166

  • Images included in attachment templates (via the Microsoft Word add-in) display in emails sent from Distribution Manager. Previously, the distributed emails omitted the images.

  EPCL-69360

  Email

  • Selecting Insert Email Template in the Epic Outlook add-in adds the content from the email template to the email thread, rather than overwriting the email’s contents.

  EPCL-65648

  • Selecting the Attach to Epic button or checkbox in the Epic Outlook Add-in no longer causes a Program Alert error if your workstation’s time zone is set to Mumbai (UTC+5:30).

  EPIC-65451

  • You can no longer drag and drop highlighted text from Applied Epic to a Microsoft Outlook message. However, you can continue to copy and paste text instead. Previously, dragging and dropping highlighted text caused both Applied Epic and Microsoft Outlook to become unresponsive.

  EPIC-60874

  Home

  Renewals Manager

  • An issue has been resolved that occasionally prevented commission percentages from populating on policies renewed by a bulk renewal from Renewals Manager.  

  EPCL-50655

  • When a policy fails to renew via bulk renewal because it has no valid commission agreement for its renewal term, the system no longer duplicates it on the Microsoft Excel output or erroneously shows its renewal as successful.

  EPCL-66508

  Accounts

  Activities

  • When you change the Who to Contact selection on an activity to one with Email selected as their Contact Via default, you can save the activity. Previously, the Save button was unresponsive.

  EWFM-3733

  • Your browser performs a spell check on the Description field on the Add an Activity page, consistent with other fields throughout the system.

  EWFM-3743

  • Employees without access to the client's structure are no longer available for selection in the Owner Name field on the transformed Add an Activity page.

  EWFM-3745

  • The correct date displays in Activity detail for tasks whose Start date is configured based on the activity Follow Up/Start Date. Previously, their Start dates were one day too early.

  EWFM-3785

  Attachments

  • When you open an Adobe Acrobat or Microsoft Excel attachment, it opens in a separate instance of its associated app (a new window, rather than a new tab, regardless of the settings you have configured for the app). Previously, an error displayed if you already had an Adobe Acrobat or Microsoft Excel file open in another tab.

  EPIC-59177

  • The icon for CSV files displays in green in the Attachments list, consistent with the icons for other common Microsoft Excel file types (such as XLS and XLSX).

  EPIC-61790

  • When you edit an attachment, the system saves it to %USERPROFILE%\Applied Systems Epic\Attachments, and you can edit it in a third-party application (such as Adobe Reader or Adobe Acrobat Pro) without additional prompts to select a folder to save changes.

  EPIC-60289

  • If the system cannot retrieve an attachment you have selected to send using the Send Via Email action, an error message displays, listing the affected attachments. Previously, the system allowed you to continue, but the email sent without the attachment(s), or an error displayed indicating that the file was corrupted.

  EPCL-68543

  Quicklinks

  • When a client has more than five account servicing contacts, all of them display under the Contacts Quicklink. Previously, a More button displayed, which caused an error when you clicked it.

  EPIC-56437

  Applied Pay

  • If the contacts associated to the transactions on an invoice have different email addresses, or if a transaction on the invoice has no associated contact, contact information no longer defaults on the payment page accessed from the Payment link. Previously, contact information defaulted from the last invoice generated in this situation, even if it was for a different client.

  EPCL-68137

  • Duplicate debit transactions no longer display on the Payment from Client page or the Applied Pay Hosted Payment Page for policies with split commissions. Previously, the debit transaction displayed once for each commission split.

  EACT-4500 - Resolved in hot fix, February 26, 2025

  Transactions

  • The correct invoice amount displays on invoices that have been revised and regenerated. Previously, revising the premium on only some of the transactions on the invoice sometimes caused an incorrect invoice amount to display (reflecting only the revised items) when you regenerated the invoice. The Amount to Pay was also incorrect in this situation if you used the Applied Pay Include Payment Link option.

  EPCL-68516

  Policy

  • Accurate balances for package policies display in the Policy Current Balance column in the Policies list. Previously, these values were inflated.

  EPCL-68898

  • The correct Policy Type Code displays for package policy headers on screens throughout the Policy area. Previously, the code for one of the package’s lines displayed instead.

  EPCL-66517

  • When you add a policy with a Broker Receivable (BREC) on the Pr/Br Commissions tab, the broker’s Commission Agreement populates in the Pr/Br Commission pop-up in the Details section and the Use commission agreement checkbox is selected. Previously, you had to select them manually, and the system did not retain these selections after you closed the policy.

  EPCL-65780

  Claims

  • When you add a claim from the Claims – All list and immediately perform the Close/Reopen Claim action on it or close it by clicking the X in the navigation panel, a Program Alert error no longer occurs.

  EPCL-69649

  Proofs of Insurance

  • The Issue Certificate, Issue Evidence, and Issue Single Holder screens have been optimized to load more quickly.

  EPCL-68772, EPCL-68577

  General Ledger

  Receipts

  • Performance has been optimized to prevent errors when you add a receipt with the option selected to Process Outstanding Payments.

  EPCL-65812

  • Making changes to your selections in the Edit Filters pop-up in the Receipts area after accessing the detail of an item elsewhere in the General Ledger no longer causes the page to become unresponsive.

  EPIC-63059

  • If you perform the Pay Statement action on a Direct Bill reconciliation statement and cancel out of the receipt detail page using one of the X buttons, the system deletes the incomplete receipt. Previously, it saved the receipt without a GL account number, which left the Balance Sheet or Trial Balance out of balance and resulted in a Direct Bill income GL balance that did not match transaction reports.

  EPCL-65866

  Reconciliations

  • Performing the Associate General Ledger Item action from the detail of a newly created Direct Bill – Reconcile Commissions statement no longer causes an exception error.

  EPCL-68041

  • You can set the Apply to Month field as Desired or Required on a Direct Bill Commissions – Record Commissions statement. Previously, you could not.

  EPIC-62139

  • If you reconcile the same transaction on multiple combined reconciliation statements, then reverse and reopen them, the correct commission amounts file for each entry in the transaction’s Earned Payables. Previously, the Earned Payables list displayed incorrect amounts and did not reflect all of the reversals.

  EPCL-65865

  • You can pay company statements using the Pay Statements action when a field default is defined in General Ledger Add Workflow > Disbursement/Voucher for a Bank account with a different agency association than the company you are paying the statement for. Previously, a validation message displayed when this bank account defaulted during the Pay Statement action and you could not select a different one.

  EPCL-68262

  • When you adjust an item’s agency commission to zero, it is no longer available for selection when you flag items on a Direct Bill Commissions – Reconcile Commissions statement. Previously, it continued to display if producers or brokers still had commission due, and it was possible to cause an incorrect earned commission to file for the producer or broker by flagging and unflagging the item multiple times.  

  EPCL-68711

  • You can finalize reopened reconciliation statements. Previously, a Statement month is locked message displayed.

  EPCL-69769

  • The system consistently saves your criteria selections on a newly created Premium Payable Reconciliation statement when you change them from the system defaults. Previously, your selections sometimes failed to save if you navigated to another section of the page too quickly (for example, if you clicked the Flag All Items or Do Not Flag Items radio button), then accessed the statement detail.

  EPIC-62887

  Reports

  • An issue that prevented some scheduled reports and month-end journal entry jobs from running after the end of Daylight Saving Time has been resolved, and the jobs have resumed.

  EPCL-55956

  Configure

  • The item count no longer displays in the footer of the Language list that displays on pages throughout the Configure area, as it is unnecessary for these lists.

  EPIC-61910

  Account

  • If you delete a state or province that is in use in Configure > Account > States/Provinces, a validation message displays. Previously, no message displayed and the deletion appeared to succeed, but the deleted state or province displayed in the list again the next time you accessed the page.

  EPIC-56439

  Activity

  • You can select either the Specific Person or Specific Work Group owner type for activity codes associated to Applied Pay activity events. Previously, the system only created these activities successfully if Specific Work Group was selected.

  EACT-4204

  Interface

  • Accessing the eDocs & Messages tab of Configure > Interface > Company/Broker no longer causes an error when you have a large number of eDoc codes configured by structure.

  EPCL-69287

  Policy

  • You can add and edit prefills in Configure > Policy > Prefills. Previously, the contents of the Detail page failed to load.

  EPIC-64914

  • You can view long forms in their entirety in Configure > Policy > Prefills - Policy/Plan Forms. Previously, this page truncated fields at the bottom of certain forms and did not display a scroll bar.

  ATX2-2779

  Security

  • The Copy Settings To action in Configure > Security > Users no longer fails when you use it to copy Structure Access to a large number of users (in such a way that hundreds of thousands of user-structure combinations are updated).

  EPCL-67335

  • The Eligible to reactivate timestamp in Configure > Security > Logins screen uses your workstation’s time zone. Previously, it used the time zone of the data center where your system is hosted.

  EPCL-68264

  SMS

  • Inbound text messages that begin with reserved keywords no longer erroneously change a contact’s opt-in status or generate the automated “help” reply. To opt in, opt out, or receive more information, contacts must send messages consisting of only the relevant keyword (such as STOP, START, or HELP). Previously, messages such as “Cancel the coverage for my current vehicle” opted contacts out of SMS. Messages such as “Help me submit my auto claim” generated the automated help message. For a complete list of reserved keywords, refer to the Configure > SMS > Getting Started with Integrated Texting article in the Applied Epic help file.

  EPCL-68558

  Interface

  Download

  • Client addresses populate in Policy Suspense. Previously, the Address field was blank.

  EPCL-56009

  • Comments entered in Policy Suspense save automatically when you navigate to a different list item. Previously, the system cleared your comments when you navigated away unless you clicked the Save button.

  EPIC-59864

  • When you receive a reinstatement download for a line of business that does not match the line of business for the Applied Epic policy, the policy is sent to Suspense with the following Communication Log message: Policy Line Types must match in order for cancellations, reinstatements and renewals to match. Previously, a Service Summary Action not implemented message displayed instead, and the system generated activities indicating the policy had been reinstated, even though it had not.

  EPCL-68610

  • When Policy Download adds a line of business to a policy and Automated Download Invoicing is configured for the Transaction Code received, the policy updates successfully. Previously, a Given key not found error displayed on the Communication Log.

  EPCL-68887

  • An issue has been resolved that occasionally prevented Batch Update from Files from processing if your organization had cumulatively received a very large volume of Download data over a period of months or years.

  EPCL-68395

  • All direct bill items populate on the Select Items to Process tab in Direct Bill Commissions Suspense. Previously, it was possible for the system to omit some items in certain circumstances, for example if you navigated to the Suspense Recycle Bin immediately after starting the update job.

  EPCL-68330

  Real-Time

  • You can access Real-Time functionality from the eServicing links. Previously, they opened blank browser tabs.

  EPIC-63612

  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.

  • Attachments > Document Details
  • Attachments > Actions > Reactivate Attachment
  • Client Contracts landing page
  • Transactions > Actions > Generate Invoice > Invoice Details
  • Transactions > Actions > Reverse Balance Transfer
  • Policies > Actions > Renew > Invalid Commissions pop-up
  • Policies > Marketed > Actions > Move Marketed Lines to Current Policies > Update Submission Status
  • Proofs of Insurance > Binders > Actions > Extend Binder
  • Proofs of Insurance > Certificates > Certificate Detail > Attachments > Available Certificates
  • Proofs of Insurance > Certificates > Certificate Detail > Holders > Contact Select
  • Proofs of Insurance > Evidences > Actions > Import/Export Additional Interests > Available Attachments
  • Proofs of Insurance > Evidences > Evidence Detail > Additional Interests > Available Policy Level Coverages
  • Procedures > Activities > Manually Process Activities
  • Procedures > Document Management > Batch Scan History
  • Configure > Attachment > Attachment Folders
  • Configure > Attachment > Template Folders
  • Configure > myEpic > Groups
  • Configure > User Options > Field Defaults > Opportunity Add Workflow
  • Utilities > Logins > Reset Password

  EPIC-54552, EPIC-51418, EPIC-48787, EPIC-55588, EPIC-54778, EPIC-55066, EPIC-47428, EPIC-57470, EPIC-52580, EPIC-51554, EPIC-53178, EPIC-39832, EPIC-39814, EPIC-37198, EPIC-37433, EPIC-40371, EPIC-54329

  Software Development Kit: What’s New?

  Account

  Attachments

  • Description: An IsImportantPolicyDocument property has been added, and the following methods have been updated to retrieve, insert, and update this property.

  The Get_Attachment method has also been updated to retrieve the TicketName value.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._account.Attachment

  • Methods

  Get_Attachment

  Insert_Attachment

  Update_Attachment_Details

  • Properties

  IsImportantPolicyDocument

  TicketName

  ESDK-3205

  Policy

  • Description: You can get the properties listed below through the Applied Epic SDK, consistent with Applied Epic.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2017._02._account._policy.Line

  schemas.appliedsystems.com.epic.sdk._2017._02._account._policy._line.ServiceSummaryItem

  • Methods

  Get_Line

  • Properties

  DatesChangedByAction

  EnteredByName

  ChangedByName

  ESDK-3203

  • Description: A lookup has been added with parameters that allow you to filter issuing companies by structure, billing mode, type of business, and new/renewal business. The lookup returns the issuing company code, description, and compliance information (FATCA compliance and NAIC code).

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._common.Lookup.

  • Methods

  Get_Lookup

  • Properties

  N/A

  ESDK-3324

  • Description: You can get the Policy GUID (as a read-only property) through the Applied Epic SDK.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._01._account.Policy.

  • Methods

  Get_Policy

  • Properties

  PolicyGUID

  ESDK-3208

  • Description: An optional Include Compliance Info search parameter has been added to the IssuingCompany lookup to allow you to retrieve extended information (which includes FATCA compliance and NAIC code) for the issuing company when necessary.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2009._07._common.Lookup.

  • Methods

  Get_Lookup

  • Properties

  SearchTerms

  ESDK-3223

  • Description: You can get, insert, update, and Multi-Commissions through the Applied Epic SDK.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._11._account._policy.MultiCommission

  • Methods

  Get_Policy_MultiCommission

  Insert_Policy_MultiCommission

  Update_Policy_MultiCommission

  Delete_Policy_MultiCommission

  • Properties

  Timestamp

  MultiCommissionID

  PolicyID

  LineTypeCode

  LineID

  ClassCode

  IssuingCompanyLookupCode

  PremiumPayableType

  PremiumPayableLookupCode

  PayableContractID

  PayableContractType

  AgencyCommissionType

  AgencyCommissionPercent

  AgencyCommissionAmount

  ProducerBrokerCommissions

  ESDK-3231

  Configure

  Activity

  • Description: You can retrieve the properties listed below from Configure > Activity > Codes.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._12._configure._activity.ActivityCode

  • Methods

  Get_Activity_ActivityCode

  • Properties

  EditDescription

  FurtherActions

  SecondFurtherActions

  ThirdFurtherActions

  Tasks

  CostCategory

  AverageTimeToCompleteHours

  AverageTimeToCompleteMins

  AverageCostToComplete

  Categories

  ESDK-3288

  Policy

  • Description: A Get_Policy_CustomPolicyInformation method has been added to retrieve information from the fields in Configure > Policy > Custom Policy Information.

  • Classes

  schemas.appliedsystems.com.epic.sdk_2011_12_configure_policy.CustomPolicyInfomation

  • Methods

  Get_Policy_CustomPolicyInformation

  • Properties

  CustomPolicyInfoHeaderID

  Name

  IsDescriptionReadOnly

  IsAccountLevelField

  IsContactLevelField

  IsPolicyLevelField

  DetailItems

  CustomPolicyInfoDetailID

  Description

  IsActive

  ESDK-3225

  • Description: A Get_Policy_CustomPolicyInformationPlanName method has been added to retrieve information from the Plan Name fields in Configure > Policy > Custom Policy Information.

  • Classes

  schemas.appliedsystems.com.epic.sdk_2011_12_configure_policy.PlanName

  • Methods

  Get_Policy_CustomPolicyInformationPlanName

  • Properties

  CustomPolicyInfoHeaderID

  Name

  PlanNameDetailItems

  PlanDescription

  PlanEffectiveDate

  PlanExpirationDate

  ApplicationDetail

  IsPlanDescriptionReadOnly

  IsRateNameReadOnly

  IsPremRateReadOnly

  IsContributionReadOnly

  IsCarrierReadOnly

  CompanyID

  CompanyCode

  RateName

  RatePlanItems

  UpdatedDate

  UpdatedByCode

  RatePlanDescriptionPremiumRate

  RatePerCode

  EmployerContributionAmount

  EmployerContributionPercent

  OtherEmployerContributionAmount

  OtherEmployerContributionPercent

  ESDK-3270

  Software Development Kit: What’s Improved?

  • A behind-the-scenes change has been made to prevent failed calls to the Applied Epic Software Development Kit.

  EPCL-69403

  Accounts

  Transactions

  • Description: You can insert multi-agency split transactions with different lines associated to each split, consistent with Applied Epic. Previously, the same LineID populated on every split.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._01._account._transaction._commissions.SplitItemV1

  • Methods

  Insert_Transaction

  • Properties

  LineID

  ESDK-3332

  Policy

  • Description: Inserting or updating lines using the Applied Epic SDK for a client with a large number of Agency Defined Categories no longer causes an exception error.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2017._02._account._policy.Line

  • Methods

  Insert_Line

  Update_Line

  • Properties

  AgencyDefinedCategoryItems

  EPCL-68891

  • Description: When you add new terms and commissions to a multi-term policy, the Applied Epic SDK inserts them with a single update call. Previously, it inserted the terms with one update and the commissions for those terms with another.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2011._01._account._policy._line.ProducerBrokerCommissionsV1

  • Methods

  Update_Line

  • Properties

  ProducerBrokerScheduleTermItems

  ESDK-3216

  • Description: The following methods have been updated to enable you to insert, modify, and retrieve New Revenue Begins and Renewal Revenue Begins dates.

  • Classes

  schemas.appliedsystems.com.epic.sdk._2017._02._account._policy.Line_2017_02

  schemas.appliedsystems.com.epic.sdk._2011._01._account._policy._action.ChangePolicyEffectiveExpirationDates

  schemas.appliedsystems.com.epic.sdk._2011._01._account.PolicyV1

  • Methods

  Insert_Policy

  Insert_Line

  Action_Policy_ChangePolicyEffectiveExpirationDates

  Get_Line

  • Properties

  NewRevenueBeginDate

  RenewalRevenueBeginDate

  ChangeNewRevenueBeginDateTo

  ChangeRenewalRevenueBeginDateTo

  ESDK-3341, ESDK-3473

• 2024

  • December 2024

    Build 148

    Client Version 16.424.18

    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

    Date	Note	Jira ID
    November 18, 2024	Accessing the following pages no longer results in an error: Configure > Structure > Organizational Contacts Configure > SMS > Numbers Configure > Proof > Auto IDs	EPIC-58272
    November 18, 2024	If you use the Customize Columns menu to change the list columns that display in Configure > Security > Users, the system retains your changes the next time you open the page.	EPIC-56878
    November 18, 2024	The selected employee’s settings display when you tab away from the Employee to Edit field in Configure > User Options > Customize Homebase. Previously, they did not display until you edited another field.	EPIC-56197
    November 14, 2024	When you open an attachment for editing in another application, you are prompted to save changes when you close the Applied Epic screen or tab that opened the attachment. Previously, no prompt displayed and your changes did not save.	EPIC-57000
    November 14, 2024	When you choose to deliver a report via email and click the Email Template lookup button on the Delivery Options screen, an exception error no longer occurs if the previous template selection was <NONE>.	EPCL-39220
    November 12, 2024		Updated wording of INTF-31205
    November 5, 2024	When a client makes an Applied Pay payment from the Policies view on the Applied CSR24 Self-Service Portal for at least one policy that contains unapplied negative transactions, the PYMT transaction created in Applied Epic reflects the correct payment amount. Previously, the PYMT transaction sometimes did not file at all or excluded all transactions from any policies containing unapplied negative transactions.	EACT-3961

    Before You Begin

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.37.4) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. 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.

    What’s New?

    Accounts

    Attachments

    Color-coded attachment icons

    To help you distinguish attachment types at a glance, the file type icons in the Attachments list display in color rather than grayscale, consistent with the desktop interface. The following file types display a colored icon:

    • Documents (DOC, DOCX)

    • Spreadsheets (XLS, XLSX)

    • PDFs

    • Images (JPG, JPEG, PNG, TIF, TIFF, GIF, and BMP)

    • Email messages (MSG, EML)

    Several of these file types (XLS, BMP, EML, and JPEG) previously displayed generic black and white icons in the desktop interface. Their color icons are unique to the browser interface.

    Targeted role: Servicing personnel

    PAC: 3019, 2998

    EPIC-55182

    Interface

    Download

    Process Direct Bill Commission items by statement

    Although processing Direct Bill Commission Suspense items by statement (rather than individually) is common, this process has historically been cumbersome and time-consuming, especially with high download volumes. To help you process commission statements out of Suspense more efficiently, a Process All Filtered Items action has been added to the Direct Bill Commission Suspense area, which preselects the items from your filtered view of the Suspense list for streamlined processing. Previously, you had to filter the Suspense list by Batch ID, wait for the full Suspense list to load in the Select Items to Process pop-up, then filter that list by the same Batch ID.

    Filter the Direct Bill Suspense list by Batch ID (or another criterion) and assign the filtered items to the appropriate policies before performing the Process All Filtered Items action. Your filtered items default selected on the Process Filtered Items tab of the next screen, where you can simply select Finish to process them out of Suspense. Additionally, clicking Finish returns you to Direct Bill Suspense (rather than the Assign Items in Suspense page), so you can immediately begin processing Direct Bill Commissions for the next statement without unnecessary clicks.

    Targeted role: Interface personnel

    INTF-28118

    What’s Improved?

    System-wide

    • An issue has been resolved that sometimes caused the system to become unresponsive when you clicked Finish in a pop-up window (for example, for a system-generated activity).

    EPIC-57753

    • Jobs that result in a downloaded XLSX or PDF file (such as reports and policy application previews) contain the file in its entirety. Previously, only the first 1024KB of the file downloaded in some cases.

    EPIC-55903

    Resource Center

    • If your organization uses a third-party identity provider to log into Epic, you can access the Resource Center. Previously, the Resource Center button on the options bar was unresponsive.

    EPIC-59827, EPIC-60062

    Home

    • The day and week views of the Activities - Calendar view begin at 7 a.m. by default. Previously, they began at midnight.

    EPIC-56438

    Accounts

    • Clicking a link for an email address immediately after dragging and dropping a file no longer causes a Program Alert error.

    EPIC-56424

    Activities

    • When you open Access > Activities from a policy, the Last updated and Last updated by columns in the filtered Activities list populate. Previously, they were blank.

    EPCL-35727

    • Performance has been optimized to load Access > Activities more quickly from a policy.

    EPCL-67795

    • An error that occasionally caused the page to become unresponsive when you saved an activity has been resolved.

    EWFM-3763

    Attachments

    • An error that occasionally prevented some users from opening attachments after adding or editing them has been resolved.

    EPCL-65759

    • Attaching an email message via drag and drop no longer causes an error when its subject line contains an emoji.

    EPIC-52687

    • When you open an attachment for editing in another application, you are prompted to save changes when you close the Applied Epic screen or tab that opened the attachment. Previously, no prompt displayed and your changes did not save.

    EPIC-57000

    Clients

    • When you add a new client, the country code for the client’s phone number consistently defaults based on the primary country setting for your organization or your Applied Epic user account. Previously, it always defaulted to United States if you changed the client type from Business to Individual and then back to Business.

    ECRM-7120

    Contacts

    • The DUNS Number field defaults blank when you add a new Business contact. Previously, a pair of single quotation marks (‘’) defaulted in the field.

    EPCL-65679

    • Clicking an email hyperlink from Contact Detail opens an email message in a new tab or window. Previously, the email opened in the same tab, effectively closing Contact Detail.

    ECRM-7121

    • The Client Portal Account button on the Contact Detail page displays as Edit Account for contacts who already have accounts on the Applied CSR24 Self-Service Portal. Previously, it displayed as Create Account for all contacts.

    ECRM-7090

    Transactions

    • Performance has been optimized to improve processing time when you remove commission information from a transaction.

    EPCL-65192

    • Performance has been optimized to improve processing time when you click the Add button in the Transaction – Add pop-up to add multiple additional items (such as fees) while adding a transaction.

    EPCL-65916

    • The correct Transaction Amount displays for DCOM process rows in the Agency Commission section of Transaction Detail for Direct Bill transactions. Previously, the Trans Amt column always displayed 0.00 for DCOM process rows.

    EPCL-65312

    • The system performs additional validation checks to ensure that you cannot file an adjustment to a Share Revenue transaction in a posted month.

    EPCL-66029

    • When a client makes an Applied Pay payment from the Policies view on the Applied CSR24 Self-Service Portal for at least one policy that contains unapplied negative transactions, the PYMT transaction created in Applied Epic reflects the correct payment amount. Previously, the PYMT transaction sometimes did not file at all or excluded all transactions from any policies containing unapplied negative transactions.

    EACT-3961

    Policy

    • An occasional error that occurred when you ran a Summary of Insurance from the On Demand menu on the Locate screen has been resolved.

    EPCL-31148

    • Tooltips display correctly in the Policy at a Glance section of the Policies area for Policy Descriptions that are too long to display in full. Previously, the same tooltip displayed for all policies in the list with truncated Policy Descriptions.

    EPIC-58071

    • An issue that occasionally resulted in an exception error when you accessed the Expired/History view of the Policies list has been resolved.

    EPCL-66277

    Custom Forms

    • You can enter values containing commas in currency fields on custom forms. Previously, the system cleared the commas when you tabbed away from the field.

    EPIC-55996

    Policy Marketing

    • If you perform the Move Marketed Lines to Current action for an inactive insured, you are prompted to reactivate the client. Previously, the prompt only displayed for inactive prospects, and you could complete the action for inactive insureds without reactivating them.

    EPCL-26044

    Policy/Plan Forms

    • If an error occurs when you open a policy that uses a Policy/Plan Form, the error message includes diagnostic information to help you and Applied Support troubleshoot the issue.

    ATX2-2569

    • To improve usability, the following improvements have been made to schedules on Policy/Plan Forms:

    • The Actions column has moved to the left to help you perform actions on each row more quickly.

    • The Remove button to delete a schedule row has been replaced with a trash can button.

    • The Save button within schedules has been removed, as your entries in scheduled fields save automatically (consistent with unscheduled fields).

    ATX2-1937

    Proofs of Insurance

    • Adding Auto ID cards for a Business Auto line within a package policy no longer causes the following validation error: The selected action is not available for this policy/line type.

    EPCL-67588

    General Ledger

    Receipts

    • Receipts have been optimized to improve responsiveness and loading time when you scroll through detail lines during editing.

    EPIC-56419

    • Performance has been optimized to improve processing time and prevent timeout errors when you edit and adjust receipts.

    EPCL-66142

    Disbursements

    • Performance has been optimized to improve processing time and prevent timeout errors when you return premium from the Disbursements area.

    EPCL-65757

    Reconciliations

    • The Partial Pay and Write Off options on Direct Bill Commissions – Reconcile Commissions statements have been optimized to load the associated pop-up windows more quickly.

    EPCL-67425

    • You can no longer adjust transactions that are flagged on a suspended or reopened reconciliation statement.

    EPCL-65868

    • If your organization uses Applied Pay, you can include future adjustments/premium revisions and automatically flag items on a Pr/Br Payables statement for selected (rather than all) agencies. Previously, an error occasionally occurred.

    EPCL-66031

    Reports

    • Emails sent from Marketing Options include the text you enter in the message body. Previously, the body of the email was blank.

    EPCL-65997

    • Partial failures that occurred sporadically when you distributed reports and other jobs to valid recipients have been resolved.

    EPCL-67583

    • When you choose to deliver a report via email and click the Email Template lookup button on the Delivery Options screen, an exception error no longer occurs if the previous template selection was <NONE>.

    EPCL-39220

    General Ledger

    • Accurate amounts display on the Status of Accounts report after journal entries have been edited. Previously, this report was not consistent with the Trial Balance, Balance Sheet, or Income Statement report.

    EPCL-66030

    • The Tax Identification Number populates for brokers on the 1099 report. Previously, no Tax Identification Number displayed if the broker’s FEIN and Social Security Number were blank, even when a Tax Identification Number value existed.

    EPCL-65592

    Transaction

    • If a transaction’s commission has been adjusted to zero multiple times in the same month, all of the adjustment rows display on the Earned Commission Report when you include the Zero Agency Commission criterion. Previously, the report included only the first and last adjustments, so it did not match Month-End Journal Entries.

    EPCL-59384

    Procedures

    SMS

    • Deleting unrouted SMS messages using the Bulk Use Numbers search filter no longer causes an exception error.

    EPCL-37041

    Configure

    • Accessing the following pages no longer results in an error:

    • Configure > Structure > Organizational Contacts

    • Configure > SMS > Numbers

    • Configure > Proof > Auto IDs

    EPIC-58272

    Accounting

    • When you add fields from the Commission > Producer/Broker folder while editing an invoice layout in Configure > Accounting > Invoice Layouts, the Order Number attribute defaults to 0. Previously, the Order Number defaulted blank, which caused the same transactions to display multiple times on the same invoice.

    EPIC-54248

    • MICR fonts are available for selection in Layout Builder when you design a check layout in Configure > Accounting > Check Layouts. Previously, they were not.

    EPIC-49540

    Activity

    • You can only select Specific Person or Specific Work Group as the Owner Type for the @APR Applied Pay refund/void/chargeback/NSF payment received code in Configure > Activity > Codes, to ensure that the system creates these activities successfully. Previously, you could select any Owner Type.

    EPCL-66430

    Policy

    • You can select the Create New Field button on the Add Field pop-up in Configure > Policy > Policy/Plan Forms without performing a search. Previously, you had to search for an existing field to enable the button, even when you knew the field you wanted did not exist.  

    ATX2-2578

    Security

    • If you use the Customize Columns menu to change the list columns that display in Configure > Security > Users, the system retains your changes the next time you open the page.

    EPIC-56878

    User Options

    • The selected employee’s settings display when you tab away from the Employee to Edit field in Configure > User Options > Customize Homebase. Previously, they did not display until you edited another field.

    EPIC-56197

    Utilities

    Reassign

    • Workload Reassignments reassign clients and lines of business as expected when you exclude an employee from <All> servicing roles using the Employee in Other Roles criterion. Previously, the system failed to exclude the employee when they were listed in any servicing role other than the one you were reassigning.

    EPCL-64623

    • When you use the Exclude option for the Current Employee in Role criterion, workload reassignment results include clients and policies where no employee is assigned to the selected servicing role. Previously, the reassignment excluded them.

    EPCL-64639

    Interface

    Download

    • The Account Name field on the Communications Log displays up to100 characters. Previously, Account Names that exceeded 33 characters were truncated. To take advantage of this change, edit the Default Layout in Report Layout Builder to ensure that your current layout design accommodates longer entries.

    INTF-28573

    • Policy Suspense has been optimized to prevent timeout errors when you receive a renewal from Download that contains fewer lines than the policy in Applied Epic.

    EPCL-65856

    • You can create multiple suspended statements for the same PPE in Direct Bill Commission Suspense. To enable this functionality, select the Allow multiple suspended Statements per PPE checkbox in Configure > Interface > System Settings. Previously, the following message displayed on the communication log, and you had to use the Finalize Statements option on the Direct Bill tab of Configure > Interface > Company/Broker to finalize each statement: A suspended statement with the same criteria already exists.

    INTF-31205

    • If Download cannot process a Direct Bill commission item because its transaction code is not set up for the carrier in Configure > Interface > Company/Broker, only one message displays for it on the Communication Log. Previously, multiple messages displayed.

    EPCL-67299

    • Policy Download has been optimized to facilitate successful processing for large download jobs and process more quickly.

    EPCL-66065, EPCL-66187

    • Downloading an out-of-sequence endorsement when a service policy row exists for one line of a package policy no longer results in the following Communication Log error: Status Detail Code 73: Received item cannot be processed.

    EPCL-67247

    • Direct Bill Commission Download has been optimized to process more quickly.

    EPCL-67558, EPCL-66449

    Download Results

    • When you receive a renewal download that contains more lines than the existing Applied Epic policy, the correct message displays in Download Results: Policy line types must match for cancellations, reinstatements and renewals to match. Previously, the following message displayed, with a status code of 43: Policy line types must match for cancellations and reinstatements to match.

    EPCL-67248

    Software Development Kit: What’s Improved?

    Policy

    Custom Forms

    • Description: The Counts property for Policy Information plan rates supports values up to 999,999,999, consistent with Applied Epic. Previously, values greater than 999,999 caused an error.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2016._01._account._policy._policyinformation._planrateinformation._planinformationitem._rateinformation.RatePremiumItem

    • Methods

    Update_PolicyInformation_PlanRateInformation

    • Properties

    Counts

    ESDK-3194

  • November 2024

    Client Version 16.411.1

    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

    Date	Note	Jira ID
    February 25, 2025		Removed EPIC-51541
    January 17, 2025		Removed EPIC-34659
    December 3, 2024		Removed EPIC-51443
    November 5, 2024		Updated wording of PLAN-960
    November 5, 2024	The AI Email Summarization feature has been updated to reduce the mention of names in email summaries that do not occur in the emails being summarized (such as Ryan and John).	AIEP-1610

    Before You Begin

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.36.4) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. 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.

    What’s New?

    Accounts

    Applied Pay

    Premium Finance with Applied Pay

    While premium financing is an attractive option for many insureds, offering them greater payment flexibility, offering financing has historically been a time-consuming, labor-intensive process for agencies, with little financial incentive for policies with lower premiums. To save you time while offering more flexible payment options to your clients, an automated premium finance workflow is available through Applied Epic and Applied Pay, so you can allow clients to finance their premium during the Payment from Client workflow. To begin the process of registering your agency to a Premium Finance entity in Applied Pay to make this option available to your clients, contact your Applied Sales representative.

    Configuring Premium Finance settings in the Applied Pay portal enables the Premium Finance option in the Payment Methods and Fees section of the Policies view on the Payment from Client pop-up, which defaults selected. If you leave it selected and the selected policies are eligible for premium financing, a Premium Finance Agreement Detail section displays, where you can enter additional details required for financing. If the client pays using Premium Finance at checkout, the system creates the down payment transaction in Applied Epic automatically and applies it to the selected policy’s transactions. However, you must finance each transaction individually (if you finance transactions in Applied Epic). Deselecting the checkbox removes financing as an option for the client in all Applied Pay payment workflows.

    The Premium Finance option is only available for policies associated to an ACORD form. All transactions associated to the policy must be selected and the full amount due must be entered as the Payment Amount. Premium Finance is only available for transactions in the following classes:

    • Account Current (ACUR)

    • Fee (FEES)

    • Company Tax (FEAC)

    • Company Fee (TXAC)

    • Government Fee (GFEE)

    • Government Tax - Vendor (GTAX)

    • Government Tax - PPE (GCTX)

    The system validates transactions for Applied Pay financing using similar logic to the logic for the Finance Transaction action in the Transactions area. Complete the Premium Finance Agreement Detail section, then copy or email the payment link to the client. The Take Payment Now option is not available during the premium finance workflow.

    If the policy is approved for financing, the client can review and sign the agreement after accessing the payment link, pay the down payment by credit card or ACH, and set up monthly or quarterly installment payments.

    If the policy is not approved for financing, or if other selected policies are not eligible for premium financing, the client will be prompted to pay the premium for those policies in full. Their Order Summary indicates which policies have premium financing available and which ones have their balance due in full. Clients can also finance when paying by invoice, as long as all policies on the selected invoice are eligible for financing.

    Once the client has e-signed the premium finance agreement and the down payment is successful, the payment transaction files on the client’s account in Applied Epic with a Description of Applied Pay Premium Finance Down Payment, and the system automatically applies to the financed policy’s transactions.

    Client down payments apply automatically regardless of whether the agency is configured to automatically apply credits to debits in Configure > Accounting > Applied Pay. If you transfer receivables that the finance entity is paying to that entity’s account in Applied Epic for your existing premium finance workflows, you must do so manually. In addition, you must process the down payment onto a receipt before manually financing the remaining receivable.

    If you have set up the existing Payment from Client event to generate activities in Configure > Activity > Events, the system creates this activity along with the payment transactions.

    Targeted role: Servicing personnel

    PLAN-960, PLAN-962, PLAN-963, PAY-1890

    What’s Improved?

    System-wide

    • A 404 Unable to load Chimera Domain error that occasionally displayed on pages throughout the system has been resolved.

    EPIC-37799

    • Dropdown menu options and pop-up message text on transformed screens display in the same font and font size as other text throughout the system. Previously, this text displayed in a smaller, blurry font.

    EPIC-53158

    • Visual enhancements have been made to the About popup for a more modern look and feel. All functionality remains the same.

    EPIC-42155

    Email

    • If you are using the Applied Epic Outlook Add-in but do not have the Applied Epic extension enabled in your browser, selecting the Attach to Epic checkbox when sending an email no longer opens a blank page or causes Microsoft Outlook to become unresponsive.

    EPIC-47560

    Print Center

    • Print Center respects the Windows default printer properties configured for each printer installed on your network or workstation. Previously, Print Center reset these properties to their factory defaults, so that you had to reconfigure them each time you logged into Applied Epic.

    EPIC-49739

    Accounts

    • Visual enhancements have been made to the Agency/Direct Bill Commission pop-up accessed from Account Detail for commissionable entities, for a more modern look and feel. All functionality remains the same.

    EPIC-52090

    • Visual enhancements have been made to the Servicing Contacts pop-up accessed from the Activity at a Glance frame below the Activities list or the Line Detail frame below the Policies list. A search field has been added to the list in the pop-up. All other functionality remains the same.

    EPIC-51793, EPIC-53282

    Activities

    • If the system cannot determine the owner for a background activity generated by a system event, the Add an Activity popup displays, requiring you to select an employee. Previously, an error occurred.

    EPIC-54052

    • The Owner Name field and merge variables in the Description field populate consistently when you add an activity using the transformed screen. Previously, they sometimes did not.

    EPOL-2577

    • You can add activities manually for clients whose primary contact has Phone selected as their Contact Via method and a +49 (DE) country code for their phone number. Previously, the Add an Activity pop-up failed to load.

    EWFM-3720

    • The AI Email Summarization feature has been updated to reduce the mention of names in email summaries that do not occur in the emails being summarized (such as Ryan and John).

    AIEP-1610 - Resolved in hot fix, November 4, 2024

    Attachments

    • If an attachment fails to upload when you add it, the system retries the upload up to three times. Previously, some attachments continually displayed an error indicating that the file was queued for upload after failing once.

    EPIC-48750

    Contacts

    • Visual enhancements have been made to the Change Contact Category pop-up for a more modern look and feel. The Finish button has been relabeled Save. All functionality remains the same.

    EPIC-51193

    Transactions

    • All PYMT transactions that are not on a finalized receipt file as Pending (Pending transactions display in bold when you perform the Apply Credits to Debits action from the Transactions area). Previously, Applied Pay payment transactions did not file as Pending, which allowed you to perform actions such as Apply Credits to Debits and Balance Transfer on outstanding PYMT transactions. Please note that you must process payments on account onto a receipt and finalize the receipt before applying credits to debits.

    EACT-3789

    • Visual enhancements have been made to the Add Producers/Brokers pop-up that displays if you add an invalid producer or broker when performing the Adjust Commission action. A search field has been added to the list. All functionality remains the same.

    EPIC-51722

    Policy

    Policy Marketing

    • Visual enhancements have been made to the Change Line Issuing Location pop-up and the pop-up that displays when you add an attachment to a Master Marketing Submission. The Finish button has been relabeled Save. All functionality remains the same.

    EPIC-54056, EPIC-52608

    General Ledger

    Receipts

    • The correct Bank Account Balance displays on receipts. Previously, cents values in the Bank Account Balance between $0.01 and $0.09 were reversed (so that $10,000.01 displayed as $10,000.10 and $10,000.02 displayed as $10,000.20, for example).

    EACT-3787

    Journal Entries

    • Visual enhancements have been made to the Close Open Activities pop-up that displays when you have finished editing journal entry detail. The Finish button has been relabeled Save. All functionality remains the same.

    EPIC-52150

    Procedures

    Activities

    • Visual enhancements have been made to Procedures > Activities > View Error Reports for a more modern look and feel. All functionality remains the same.

    EPIC-40412

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

    • Job Management > Data Service Network Path

    • SMS > System Settings

    For clarity, the Finish buttons on these pages have been relabeled Save. On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list, and a redesigned Filters button and Edit Filter pop-up have been added. All other functionality remains the same.

    EPIC-41433, EPIC-40876

    Attachment

    • Closing a preview of a Master Template in Configure > Attachment > Templates no longer causes an error.

    EPIC-54732

    Interface

    • You can access Configure > Interface > Company/Broker if you have been granted the corresponding security permission but are not an Enterprise Admin. Previously, the page displayed blank for all users except Enterprise Admins.

    EPIC-50176

  • October 2024

    Build 160

    Client Version 16.399.3

    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

    Date	Note	Jira ID
    February 20, 2025		Removed EPIC-35997
    February 10, 2025		Updated wording of EPIC-35997
    October 16, 2024	Direct Bill Commission Download has been optimized to process more quickly.	EPCL-67558 - Resolved in Build 160, October 15, 2024
    September 27, 2024	Release Notes in the Resource Center To give you instant access to this release notes site at any time, a Release Notes link has been added to the Resource Center button on the options bar. Previously, you had to navigate to the release notes manually from the Applied Community if you had already dismissed the notification popup. Targeted role: All
    September 25, 2024	Generate debit transactions from Applied Pay Although Applied Pay and Applied Epic enable you to generate payment transactions automatically for a seamless connected workflow, keeping return payments in sync in both systems (for example, refunds, voids, or chargeback/NSF transactions) was previously a time-consuming manual process. To further streamline your payment processing workflows, you can now configure Applied Pay to create return payment transactions in Applied Epic and generate associated activities. To enable this functionality, select the checkbox under Agency Settings > Epic Settings > Chargebacks & NSFs in Applied Pay. The checkbox defaults deselected, so you will experience no change in functionality if you take no action. Selecting the checkbox adds a Create a debit transaction in Epic checkbox to the Refund Payment page in Applied Pay, so Applied Pay users can add the corresponding Applied Epic transaction with a single click. To provide an audit trail, configure the Applied Pay Refund/Void/Chargeback/NSF Payment system event in Configure > Activity > Events. This event, which has the default code @APR, adds a background activity to the client’s account for each of these transactions. The activity description indicates whether the return is a refund, void, chargeback, or NSF. Targeted role: Servicing personnel, accounting personnel	PLAN 29

    Before You Begin

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.35.4) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. 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.

    What’s New?

    System-wide

    Resource Center

    Release Notes in the Resource Center

    To give you instant access to this release notes site at any time, a Release Notes link has been added to the Resource Center button on the options bar. Previously, you had to navigate to the release notes manually from the Applied Community if you had already dismissed the notification popup.

    Targeted role: All

    Accounts

    Activities

    AI Email Summarization

    Email correspondence makes up a significant proportion of many clients’ Attachments lists. Finding relevant information in emails and identifying next steps can be a challenge when you are balancing your existing to-do list with the task of staying current on email correspondence. To streamline this process, AI automation functionality has been added to summarize email contents and add the summary as an activity note when you attach an email to an activity in Applied Epic. AI email summarization provides you more time for proactive work and improves overall efficiency and customer experience.

    When attaching a single MSG or EML file, click the Summarize button in the AI Automation section of the Attach To pop-up to summarize the email in the Note field. Then review the summary and edit it as needed. If you are attaching an email thread and you only want to summarize the most recent email in the thread, select the Latest Message Only checkbox.

    You can also add your own activity note when attaching a single MSG or EML file to an activity by selecting the Add an Activity Note checkbox and entering your note in the Note field.

    A Summarize Email security option, which defaults to Deny, has been added to Program Access > AI > Email to control access to email summarization functionality. Granting this permission displays the Activity Note field on the Attach To popup as well as giving the user access to email summarization.

    Targeted role: Servicing personnel

    PLAN-896

    Applied Pay

    Generate debit transactions from Applied Pay

    Although Applied Pay and Applied Epic enable you to generate payment transactions automatically for a seamless connected workflow, keeping return payments in sync in both systems (for example, refunds, voids, or chargeback/NSF transactions) was previously a time-consuming manual process.

    To further streamline your payment processing workflows, you can now configure Applied Pay to create return payment transactions in Applied Epic and generate associated activities. To enable this functionality, select the checkbox under Agency Settings > Epic Settings > Chargebacks & NSFs in Applied Pay. The checkbox defaults deselected, so you will experience no change in functionality if you take no action. Selecting the checkbox adds a Create a debit transaction in Epic checkbox to the Refund Payment page in Applied Pay, so Applied Pay users can add the corresponding Applied Epic transaction with a single click.

    To provide an audit trail, configure the Applied Pay Refund/Void/Chargeback/NSF Payment system event in Configure > Activity > Events. This event, which has the default code @APR, adds a background activity to the client’s account for each of these transactions. The activity description indicates whether the return is a refund, void, chargeback, or NSF.

    Targeted role: Servicing personnel, accounting personnel

    PLAN-29

    What’s Improved?

    System-wide

    • Quickly tabbing through multiple dropdown menus no longer causes the page to become unresponsive.

    EPIC-50267

    • An issue has been resolved that occasionally ended users’ sessions unexpectedly and prompted them to log in again.

    EPIC-49449

    • If you use the Zip code lookup to populate the City and State for an address, the system no longer clears these entries when you leave the page.

    EPIC-49474

    Distribution Manager

    • When you send an email through Distribution Manager containing multiple attachments of different file types, the attachments retain their file names and recipients can open them. Previously, each file name was assigned to the wrong attachment, resulting in errors when recipients attempted to open them.

    PSA-6339

    Email

    • You can use the Attach to Epic option in the Applied Epic Outlook Add-in even if the Windows Server service is not running in the background on your workstation.

    EPIC-50606

    • The system retains your Attach to Epic checkbox selection in the Epic Outlook Add-In and consistently attaches emails when you have this checkbox selected. Previously, the checkbox did not default selected the next time you accessed the add-in after selecting it, and attachments did not save to Applied Epic until you restarted Microsoft Outlook. This fix requires the updated Epic Connection Suite Package.

    EPCL-65657

    Accounts

    • You can remove the Payment Contact when editing a Company or Broker Payable Contract. Previously, the system retained the Payment Contact you had deleted when you saved changes.

    EPCL-34204

    Activities

    • Merge variables for ICO and PPE populate in Activity descriptions. Previously, a blank space displayed in place of the variable.

    EWFM-3660

    • An occasional Program Alert error that occurred when you selected an activity from the list on the Home page has been resolved.

    EPCL-64403

    • The system retains the Finished Date when you edit a task with a Status of Complete. Previously, the system occasionally cleared the Finished Date when you saved your edits.

    EPCL-65010

    Attachments

    • If you edit an attachment with other attachments already open for the same client, you are prompted to save your changes when you close the file. Previously, navigating to another open attachment prevented the save prompt from displaying when you returned the attachment you had edited.

    EPIC-24532

    SMS

    • An issue that resulted in an error when you accessed SMS History for certain clients has been resolved.

    EPCL-64620

    Transactions

    • If the contact information differs for transactions on the same invoice, the system updates them to match the contact information on the production transaction. Previously, it was possible for non-production items using the Production Invoice grouping to retain conflicting contact information.

    EPCL-63926

    • No producers or brokers default onto transactions whose Transaction Effective date falls outside of the term ranges when you use a Producer/Broker Multi-term Commission Schedule. You can still add producers and brokers to the transaction manually or correct the schedule’s term ranges if necessary. Previously, the system used the policy Effective or Expiration date to select a term range in this situation.

    EPCL-65166

    • You can no longer perform the Finance Transaction action on broker payment transactions. Previously, the system allowed this action from the Detail or Receivables screen, resulting in errors when you included the transaction on a Return Premium disbursement to the finance company.

    EPCL-63753

    • When you use a Producer/Broker Multi-term Commission Schedule, the schedule uses the term containing the Transaction Effective date, even when it occurs after the policy Expiration date. Previously, it used the term containing the Expiration date in this situation.

    EPCL-65167

    Policy

    • An optional Plan Option Name column is available from the Select Columns menu on the Policies list. You can also perform Begins With and Contains searches on Plan Option Name in the Search where bar (in addition to Equals searches).

    EPCL-64410

    • An issue has been resolved that occasionally resulted in timeout errors in the Policies area for users at some organizations.

    EPCL-65508

    • You can consistently access the Expired/History view of the Policies list. Previously, selecting this view filter option occasionally had no effect.

    EPCL-65054

    Policy Marketing

    • The Revenue Status frame has been removed from the Move Marketed Lines to Current Policies screen because the feature that uses it is not yet available.

    EPCL-65436

    Proofs of Insurance

    • Visual enhancements have been made to the Add Attachment popup in Evidence Detail and Certificate Detail for a more modern look and feel. All functionality remains the same.

    EPIC-51232, EPIC 51233

    General Ledger

    Receipts

    • Accessing receipt detail for a receipt that has had the Balance Transfer action performed on it no longer causes an error.

    EPCL-64641

    • You can perform a write-off on a negative transaction in the Receipts area as long as it is within the limit defined in Configure > Accounting > Maximum Write-Offs. Previously, a validation error occurred.

    EPCL-64830

    Reconciliations

    • You can no longer reconcile a transaction if its information (such as Premium Payable Company) has been modified since the statement was created. Previously, the system performed this check for commission changes and other adjustments, but not for changes to the company or other fields that could affect reconciliations.

    EPCL-64468

    Reports

    Account

    • Accurate results display on the Contact List and Client List reports when you include the SMS Preference criterion. Previously, duplicate contact records displayed for this criterion, one with a Yes value and one with a No value.

    EPCL-63129

    Transaction

    • Items that have been written off or had their premium revised to 0.00 no longer display as payable due on the Balancing Producer/Broker Payable report if there was in fact no payable due.

    EPCL-64642

    Procedures

    Auditing

    • Accessing audit logs in Procedures > Auditing > Client Access Log no longer results in a validation error.

    EPCL-63281

    Configure

    Account

    • You can edit account source descriptions in Configure > Account > Account Sources after the sources have been used. Previously, you had to create a new account source instead.

    EPCL-63750

    Accounting

    • An error that occasionally occurred when you edited a layout in Configure > Accounting > Invoice Layouts has been resolved.

    EPCL-65363

    • An E-Check option has been added to the Auto Apply Credits to Debits section on the Settings tab of Configure > Accounting > Applied Pay to facilitate future enhancements. This option is not yet functional.

    EACT-2663

    • When you save your edits to a recurring disbursement in Configure > Accounting > Recurring/Default Entries, focus remains on that item in the list. Previously, focus shifted to a random list item.

    EPCL-64832

    Activity

    • You can add data variables to activity code descriptions in Configure > Activity > Activity Codes as long as you have security permissions granted to add and/or edit codes in this area. Previously, adding data variables also required the unrelated Installment Plans and Transaction Codes – Edit permissions under Program Access > Configure > Accounting.

    EPIC-51525

    Job Management

    • The Authenticate this Domain button no longer displays for domains you have already authenticated in Configure > Job Management > DMS Email.

    EPCL-64924

    Security

    • You can perform the Copy Settings To action on the transformed Configure > Security > Users page. Previously, this action had no effect and left an erroneous system lock in place for the user who attempted it.

    EPIC-50393

    Interface

    Download

    • Direct Bill Suspense has been optimized to prevent timeout errors and allow the screen to load successfully while a Download job is running.

    EPCL-64946

    • An issue has been resolved that sometimes prevented you from assigning or filtering items in Policy Suspense or accessing the Suspense Recycle Bin after another user working in Suspense logged out and logged back in. Previously, the other user’s system locks failed to clear.  

    EPIC-48525

    • An issue has been resolved that occasionally resulted in the following Communication Log error when you received a Homeowners cancellation or non-renewal through Download: Error processing policy: invalid AL3 data.

    EPCL-64465

    • Performance has been optimized to process Direct Bill Commission Download statements more quickly.

    EPCL-65642

    • Direct Bill Commission Download has been optimized to process more quickly.

    EPCL-67558 - Resolved in Build 160, October 15, 2024

    Suspense Recycle Bin

    • You can access the Suspense Recycle Bin while a Download job is running. Previously, an error displayed and the screen closed unexpectedly.

    EPCL-64880

    Software Development Kit: What’s Improved?

    Policy—SDK

    • Description: The Applied Epic SDK uses the Policy Type Description as the Service Summary Description when adding a line to a policy, consistent with Applied Epic. Previously, it inserted a blank Service Summary Description.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._account._policy._line.ServiceSummaryItemV1

    • Methods

    Insert_Line

    • Properties

    Description

    ESDK-3173

  • September 2024

    16.388.4

    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

    Date	Note	Jira ID
    February 27, 2025		Removed EPIC-44706
    October 1, 2024		Updated wording of EPIC-36199
    September 19, 2024		Updated wording of EPIC-36199
    September 18, 2024		Removed EPIC-43136
    September 17, 2024	An issue has been resolved that occasionally ended users’ sessions unexpectedly and prompted them to log in again.	EPIC-49449, EPIC-52432
    September 13, 2024	When you perform the Change Service Summary Description action, the pop-up no longer closes immediately after displaying.	EPIC-52083
    August 30, 2024		Updated wording of EPIC-36199
    August 16, 2024	Editing the Program Access settings in Configure > Security > Users for a user who has inherited bank account access from a security group no longer causes the page to become unresponsive.	EPIC-50938
    August 13, 2024		Updated wording of Epic Quotes Commercial Lines note

    Before You Begin

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.34.4) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. 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.

    What’s New?

    Quotes

    Epic Quotes for Small Commercial Lines

    Quoting commercial lines can be a repetitive, time-consuming process, with most insurance carriers requiring agencies to submit quotes directly on their websites. In the case of small commercial business, profit margins tend to be extremely thin, due to the time and effort required to complete the quote and the relatively small premium. This duplicative data entry can also lead to manual error, resulting in inaccurate quotes and processing delays.

    Epic Quotes Commercial Lines automates this previously manual process by allowing you to quote small commercial lines directly in Applied Epic for participating carriers. Save time and reduce error by entering data once per risk and submit your quote to all selected markets at once. Commercial quoting is currently available for the following lines of business:

    • Business Owners Policy

    • Workers Compensation

    • General Liability

    Epic Quotes Commercial Lines leverages client information already in your system to prefill fields in risk detail, streamlining your remarketing workflow and improving your quote-to-bind time. You can begin a new business quote as soon as you add a client account, providing seamless, efficient service to business clients who are new to your agency. After entering basic information about the client, click the Save and Quote button on the Add Account page to redirect to the client’s Quotes area and add a quote.

    To begin a new business quote for an existing client, locate the client and click Quotes on the navigation panel. The Quotes list that corresponds to the account type defaults (Personal Lines for Individual accounts and Commercial Lines for Business accounts), but you can select the other quote type in the navigation panel if necessary. From Renewals Manager or the Policies list, you can also begin a remarket quote for any of the lines of business listed above (as long as they are monoline policies). Add the quote, enter risk information on each tab, and click Get Quote for one of your Selected Markets in the sidebar.

    In the Quote Results, select a quote to view its details. To choose a quote to bind and bridge over to the carrier’s portal, select View Portal. Then select Mark As Sold to manage the quote-to-bind process and automatically create an In Process policy for the quote.

    To get started with commercial lines quoting, contact your Sales representative to gain access. Applied will notify you when Epic Quotes Commercial Lines access is enabled for your agency. Then navigate to Configure > Quotes > Commercial Quotes Setup, where you can configure users, markets, credentials, codes, and defaults. To help you track and report on commercial quoting, New Commercial Quote Started (@NCQ), Renewal Commercial Quote Started (@RCQ), and Mark Quote Sold (@MQS) events are available in Configure > Activity > System Events.

    An Access Commercial Quotes security option has been added to Program Access > Insured Clients and Prospective Clients to control access to commercial quoting functionality. A Commercial Quotes Setup security object has been added to Program Access > Configure > Quotes to control access to the configuration options. All Epic Quotes Commercial Lines users must have Epic employee records associated to their user accounts.

    Epic Quotes Commercial Lines requires the Applied Epic browser interface. It is only available if your agency does not have Active Directory authentication enabled in Configure > Security > Logins.

    Targeted role: Servicing personnel, sales personnel

    What’s Improved?

    System-wide

    • On pages where selecting a list item opens a pop-up, performance has been optimized to open the pop-up more quickly when you select numerous list items in rapid succession (for example, Coverages/Limits on the Homeowners application). Previously, the pop-up was sometimes slow to load or failed to load altogether.

    EPIC-48058

    • An issue has been resolved that occasionally caused blank rows to display when you performed a search to filter a list (and caused the page to become unresponsive if you selected one of the blank rows).

    EPIC-48134

    • An issue has been resolved that occasionally ended users’ sessions unexpectedly and prompted them to log in again.

    EPIC-49449, EPIC-52432 - Resolved in hot fix, September 15, 2024

    Email

    • You can send an email and add an attachment and activity using the Attach to Epic checkbox in the Epic Outlook Add-in. Previously, an error occurred after you completed the attachment and activity prompts, and you had to begin the Send workflow again.

    This fix requires the updated Epic Connection Suite Package. Make sure to close Microsoft Outlook before installing the package. Otherwise, you must close and reopen both Applied Epic and Microsoft Outlook before you can use the Epic Outlook Add-In again.

    EPIC-48133

    Accounts

    • Visual enhancements have been made to the Bulk SMS Opt-In Status popup for a more modern look and feel. The link labels have been changed to buttons. All functionality remains the same.

    EPIC-45132

    Activities

    • Tabbing away from the Premium Payable Type field on the full view of the Add Activity page no longer causes an error.

    EWFM-3659

    Quicklinks

    • Clicking and dragging the edge of a Quicklinks column to resize it no longer resizes a different column instead.

    EPIC-45236

    Transactions

    • Transactions list sorting has been updated so that columns display blank values before non-blank values when sorted in descending order, consistent with the desktop interface. Previously, blank values displayed after non-blank values

    EPIC-46611

    Applied Pay

    • Selecting more than 20 transactions during the New > Payment from Client workflow no longer prevents the system from creating a payment link.

    EACT-3329

    Policy

    • Performance has been optimized to reduce delays when you close a policy using the X in the navigation panel after accessing multiple application detail pages.  

    EPIC-47637

    Actions

    • When you perform the Change Service Summary Description action, the pop-up no longer closes immediately after displaying.

    EPIC-52083 - Resolved in hot fix, August 16, 2024

    Custom Forms

    • You can edit and save custom forms. Previously, the updated form version did not save when you clicked Yes on the pop-up message asking if you wanted to install it.

    EPIC-30526

    General Ledger

    • When you use the Bank Account search option and click the lookup button to open the Available GL Accounts pop-up, both the GL Account # and subaccount for the selected account populate in the Search where fields after you close the pop-up. Previously, only the GL Account # populated.

    EPIC-24042

    Receipts

    • On the Import Payouts page (Applied Pay only), a single blue information icon displays for each return, already receipted item, and No Match row to explain why the payout amount is being reduced. Previously, duplicate icons displayed for return rows.

    EPIC-46987

    Procedures

    Document Management

    • You can access Procedures > Document Management > Print Front End Barcodes if you have the corresponding security permission granted. Previously, this page erroneously required security access to unrelated pages (Configure > Interface > Company and Configure > Security > Users).

    EPIC-50082

    Job Management

    • Saving an output file to your workstation updates the status of the corresponding job to Completed in Procedures > Job Management > Jobs. Previously, the job remained in Distribution Pending status.

    EPIC-46224

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

    • Job Management > Fax Cover Pages

    • Leads Inbox > Duplicate Check

    • Quotes > Company/Broker Mapping

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields and Include Inactive buttons have been added to some pages.

    On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list. On lists with view filters in their headers, the view filter has been moved to a separate dropdown menu below the list header. Refresh buttons have been added to some lists, and a redesigned Filters button and Edit Filter pop-up have been added to several pages.

    On screens with lists of Available and Selected items, a checkbox has been added to the list header to select all items, the up and down arrow buttons have been renamed Add to Selected and Remove from Selected, and the double arrow buttons (to move all items from one list to the other) have been removed.

    Rather than a notification, a green toast message displays when a file uploads successfully on Configuration > Job Management > Fax Cover Pages. These messages do not display in the Notifications history view. All other functionality remains the same.

    EPIC-36199, EPIC-37512, EPIC-40061

    Policy

    • When you add a Plan Name in Configure > Policy > Custom Policy Information, it is available for selection at the policy/plan level. Previously, the new Plan Name failed to save.

    EPIC-50129

    Security

    • Editing the Program Access settings in Configure > Security > Users for a user who has inherited bank account access from a security group no longer causes the page to become unresponsive.

    EPIC-50938

  • August 2024

    Build 171

    16.380.1

    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.

    > Change Log

    Date	Note	Jira ID
    December 10, 2024		Updated wording of EPIC-38850
    November 13, 2024		Updated wording of EPIC-38850
    September 25, 2024		Updated wording of EPIC-38850
    September 18, 2024		Updated wording of EPIC-38850
    September 13, 2024		Updated wording of EPIC-38850
    August 30, 2024		Updated wording of EPIC-38850
    August 30, 2024		Updated wording of PLAN-29
    August 23, 2024	An issue has been resolved that occasionally resulted in duplicate PYMT transactions from a single Applied Pay transaction.	EACT-3638
    August 16, 2024		Updated wording of EPIC-38850
    August 9, 2024	Performing the Send Via Email action no longer causes an exception error If you access Applied Epic using the desktop interface and use the Epic Custom Message Window for email.	EPCL-65034
    August 9, 2024	Emails sent using Marketing Options display the email body defined in their email templates. Previously, See attached file(s) displayed instead.	EPCL-65086
    August 9, 2024	An error that occasionally occurred when you performed the Run Custom Form Conversion action a second time on the same custom form has been resolved.	EPIC-63491
    July 26, 2024	Selecting list items on a custom form scheduled screen no longer duplicates them, hides them from the list, or changes their display order.	EPIC-49073
    July 26, 2024		Updated wording of EPCL-34376

    Before You Begin

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.34.0) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. Ensuring that no updates to users' web browsers are pending may improve the installation experience.

    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.

    Configure

    Job Management

    • To support the changing requirements of email service providers (such as the end of basic authentication support), you must work with your organization’s IT team to authenticate and verify any email domains you own and use to send email through Distribution Manager. The domain authentication and verification process enables you to continue sending emails through Distribution Manager from your organization’s domain(s) in future versions of Applied Epic. Refer to the Applied Epic Distribution Manager Authentication FAQ for detailed instructions.

    Remember that even if your organization’s IT team has already completed the DNS configuration, you must still return to Configure > Job Management > DMS Email, select View authentication details, and click Verify Authentication. The authentication process is not complete until you perform this second step.

    If you or your IT team do not have access to your DNS settings (for example, if your organization uses Gmail as your email provider), no authentication is necessary.

    What’s New?

    System-wide

    DMS Email modernization

    To adapt to a changing technology landscape and email providers’ evolving requirements, Applied has made behind-the-scenes changes to modernize the way the Distribution Manager System (DMS) sends email. If your organization has already authenticated and verified the domain you use for DMS email, you will notice no difference in your day-to-day DMS email workflows. If you have not yet authenticated your domain, however, we urge you to perform the authentication steps as soon as possible to ensure that your clients can easily recognize important policy-related communications sent by your agency.

    Applied Epic no longer relies on SMTP server settings for email distribution. Your organization’s Enterprise Admin must work with your IT provider to authenticate, then verify, the domain you use for DMS email. Refer to the Applied Epic Distribution Manager Authentication FAQ for detailed instructions. If you do not authenticate and verify your domain, all DMS email will send from a generic mail.myappliedproducts.com domain, which may cause confusion for your clients.

    If you have previously set up DMS email using SMTP settings in Configure > Job Management > DMS Email and Configure > User Options > Distribution Email Accounts and have already authenticated and verified the domain you use for DMS email, no further action is necessary. The system will use your other configured settings to continue distributing emails.  

    When you edit the settings in Configure > Job Management > DMS Email, you must set an email address, display name, and reply address to maintain consistent branding and assure clients that the emails they receive are genuine. After you complete this setup, you can customize the email address, display name, and reply address for each employee in Configure > User Options > Distribution Email Accounts.

    Messages sent from authenticated domains display the configured From address to your recipients. Messages sent from unauthenticated domains display in recipients’ inboxes with sender details in the format {Display Name} <local part of the address>@mail.myappliedproducts.com. If you have not authenticated and verified all of the domains you use to send DMS email or if you use an email provider such as Gmail or Yahoo that does not give you control over your DNS settings, you may want to notify your clients of this change, so they know that messages sent from the mail.myappliedproducts.com domain are legitimate.

    If the system cannot deliver an email to a recipient, it sends a Non-Delivery Report to your email address so you can troubleshoot the issue (for example, by verifying their email address in Contact Detail).

    Please note that as a result of these changes, IMAP functionality is no longer available for DMS email. This means that Applied Epic can no longer place DMS email messages in your Sent folder in Microsoft Outlook.

    Applied is taking a phased approach to the rollout of this feature. Watch for emails from Applied with details on your organization’s deadline for domain authentication.

    Targeted role: All

    EPCL-34376

    General Ledger

    Receipts

    Applied Pay Receipt Import with Matching

    Although Applied Pay enables you to streamline payment workflows and integrate with Applied Epic and other Applied solutions, entering and reconciling receipts has historically been an inefficient and time-consuming manual process. To simplify this process, save you time, and improve accuracy, you can import Applied Pay payouts during receipt creation. The import automatically matches them to payment transactions in Applied Epic when possible and provides immediate match suggestions for any payouts without an automatic match.

    To import payouts, select Import Payouts from Applied Pay on the Add Receipt screen. Select a Merchant Account and payout date range. On the payout screen, locate Applied Pay payouts to match them with existing Applied Epic receipts. The system matches items based on first name, last name, email address, and payment amount, weighting each of these criteria equally. If no exact match exists, you can choose from suggested matches or match items manually to pull Applied Pay payouts into a receipt. They will match to Receipt for Payment receipt transactions. You can filter the payout list by Batch ID and/or amount. Receipted items and returns/chargebacks/NSFs display in the list but are not included in the payout.

    Targeted role: Accounting personnel

    EPIC-46443

    Configure

    Security

    Epic Dashboards User personalization improvements

    For improved efficiency and flexibility in customizing other users’ Epic Dashboards experience, you can edit the User Personalization selections in Configure > Security > Logins for multiple users at once. Additionally, any user with the existing Logins permission granted under Program Access > Configure > Security can edit these assignments. Previously, this functionality was restricted to Enterprise Admins.

    To edit multiple users’ job role assignments, perform the Bulk Edit User Personalization action from the options bar or menubar. Select Personas to Assign, select one or more Available Users to edit, then select a radio button to grant or remove access to these personas for the selected users.  

    If you need to edit your own User Personalization settings (for example, if you are the only user at your organization with access to this configuration area), you can do so through the Bulk Edit User Personalization action.

    Targeted role: Epic system administrators

    PLAN-250

    What’s Improved?

    System-Wide

    • The copyright date has been updated from 2023 to 2024 in Help > About Applied Epic and in the footer of every screen.

    EPCL-63601

    • You can click the Name column header in Search where dropdowns throughout the system to sort the dropdown options alphabetically. Previously, the dropdown options were not sortable.

    EPIC-41494

    Sign On

    • The Reset Password link consistently displays on the login screen for all applicable users (if your organization does not use a third-party identity provider). Previously, it failed to display for users in some environments.

    EPCL-61242

    myEpic

    • Performing a myEpic workflow step that opens a client’s Policies list from the Applied Epic desktop interface no longer causes a Program Alert error.

    EPCL-62439

    Home

    • The Activities list on the Home page consistently populates when you close the tab containing the Home page, then reopen it in a new tab. Previously, the Activities list sometimes displayed a Retrieving items message indefinitely.

    EPIC-41941

    • If items do not initially load in the New/Waiting section, refreshing the Home page no longer causes a Program Alert error.

    EPCL-63341

    Accounts

    Activities

    • Taking ownership of multiple activities with no existing employee owner from the Home screen when Include my activities in view is deselected no longer causes an error.

    EPCL-16821

    • When you add an activity containing merge variables that pull information from a transaction on a broker or a finance company, the merge variables populate. Previously, they did not.

    EWFM-3661

    • If the Contact Via method defaults to Email when you add an activity and you change it to a different method, then change it back to Email, you can save the activity. Previously, a validation error displayed

    EWFM-3643

    Attachments

    • When you add an attachment whose file name contains angle brackets (< or >), the system removes them. Previously, an error displayed.

    EPCL-61270

    • A behind-the-scenes change has been made to resolve an issue that occasionally prevented notifications from displaying following a document merge.

    EPCL-63963

    • Performing the Send Via Email action no longer causes an exception error If you access Applied Epic using the desktop interface and use the Epic Custom Message Window for email.

    EPCL-65034 - Resolved in hot fix, August 9, 2024

    Contacts

    • All active contact descriptions your organization has configured are available for selection in the Contact Description field on the transformed Contact Detail page. Previously, only the first 100 descriptions displayed.

    ECRM-7057

    Transactions

    • The correct results display when you search the Transactions list for items with an A/R Balance of 0. Previously, searching by 0 excluded some transactions that met this criterion, and only searching by 0.00 returned accurate results.

    EPCL-61267

    • The system no longer allows one-sided credits or debits to file if you undo the applying of credits to debits following the removal of a system lock in Utilities > Diagnostic > Release System Locks.

    EPCL-62908

    Applied Pay

    • An issue has been resolved that occasionally resulted in duplicate PYMT transactions from a single Applied Pay transaction.

    EACT-3638 - Resolved in hot fix, August 22, 2024

    Policy

    • If you click a button (such as Detail) multiple times when adding or performing an action on a policy, the system ignores all clicks but the first. Previously, multiple button clicks sometimes resulted in duplicate Service Summary rows.

    EPCL-61984

    Actions

    • If you perform the Renew action on multiple policies, using the arrow keys to navigate to the previous or next policy after editing a policy’s Effective or Expiration date no longer changes the policy term of the other policies in the list. Previously, the arrow keys changed their Effective and Expiration dates to the next or previous year.

    EPCL-61268

    • A behind-the-scenes change has been made to reduce the occurrence of the following error when you perform the Renew action: An item with the same key has already been added.

    EPCL-63733

    Custom Forms

    • When you click the Add button to add a second item on a schedule screen in a custom form, details for the first item you added save automatically. Previously, the Add button only saved your changes on the form’s first schedule screen, and you had to click the Save button on the options bar before clicking Add to save changes on subsequent schedule screens.

    EPIC-44574

    • Selecting list items on a custom form scheduled screen no longer duplicates them, hides them from the list, or changes their display order.

    EPIC-49073

    Policy Marketing

    • When you distribute a carrier submission via email, the email Subject you enter for one carrier populates for the other recipients you select in the Apply To pop-up. Previously, the Subject was blank for the other carriers you selected.

    EPCL-63617

    General Ledger

    Receipts

    • If you change the Apply To selection to Account when performing the Adjust Receipt action on a receipt that was originally applied to a transaction, the items on the receipt populate in the Transactions list when you filter it to display items with an A/R Balance that does not equal zero. Previously, the filtered list incorrectly omitted the items on the receipt.

    EPCL-62774

    Reconciliations

    • Performance has been optimized to improve load times and prevent the screen from becoming unresponsive when you open a large Direct Bill Reconciliation – Reconcile Commissions statement.

    EPCL-61004

    Activities

    • You can add activities associated to transactions from the General Ledger area using the non-transformed screen. Previously, the transformed screen displayed and the activity failed to save.

    EPCL-63060

    Reports

    • The Last Updated date in the History section for the selected report reflects your local time zone. Previously, it was based on UTC time.

    EPCL-59379

    • If you have only edited the Message on the Delivery Options screen and click the X on the navigation panel to close the report, you are prompted to save your changes. Previously, the report closed without prompting you and the message was discarded.

    EPCL-59396

    • When multiple users are associated to one employee, reports that filter output by recipient structure use the oldest active user that matches the recipient employee to filter results. Previously, the report used the first user that matched the recipient employee.

    EPCL-59388

    • Emails sent using Marketing Options display the email body defined in their email templates. Previously, See attached file(s) displayed instead.

    EPCL-65086 - Resolved in hot fix, August 9, 2024

    Management

    • The System Date criterion on scheduled User Login reports returns results relative to the date the report runs. Previously, it returned results based on when the report was originally scheduled.

    EPCL-62879

    Transaction

    • The policy count calculates correctly for each branch on the Production Report when you use Branch and Participation Policy Number as major sorts and include a formula for Participation Policy Number. Previously, the report miscalculated the count for the first and last branches, although the total count was correct.

    EPCL-59371/PMR 374088

    Procedures

    Document Management

    • Files import from Procedures > Unrouted Attachments > Import Scans with a page size of 8.5 x 11 inches. Previously, they imported with a page size of 13.28 x 17.19 inches.

    EPCL-45512

    Job Management

    • If a job fails to run and you have enabled notifications in Configure > User Options > Notifications, the system delivers an exception notification, as well as all subsequent notifications. Previously, the exception notification did not send, and it prevented subsequent notifications from sending as well.

    EPIC-45746

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

      Account > Define Relationships	Policy > Supplemental Screens
      Account > DNC Update Schedule	Policy > Types
      Account > Import/Export Contacts	Policy > System Settings
      Activity > Process Activities	Security > License Groups
      Attachment > Scanned Documents	Security > Visibility
      Attachment > System Generated Attachments	SMS > Numbers
      Job Management > Sticky Notes	Structure > Organization Contacts

     

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields and Include Inactive buttons have been added to many pages.

    On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list. On lists with view filters in their headers, the view filter has been moved to a separate dropdown menu below the list header. Refresh buttons have been added to some lists, and a redesigned Filters button and Edit Filter pop-up have been added to several pages.

    On screens with lists of Available and Selected items, a checkbox has been added to the list header to select all items, the up and down arrow buttons have been renamed Add to Selected and Remove from Selected, and the double arrow buttons (to move all items from one list to the other) have been removed.

    A Customize Columns button has been added to the upper right corner of the list in Configure > Organization Contacts.  All other functionality is the same.

    EPIC-38850, EPIC-37906, EPIC-37427, EPIC-36958, EPIC-36073, EPIC-36026, EPIC-35892, EPIC-34300, EPIC-31908, EPIC-31856, EPIC-31546, EPIC-31540, EPIC-33243

    Account

    • You can add a servicing role in Configure > Account > Servicing Roles when no other servicing roles exist. Previously, an exception error occurred.

    EPCL-62319

    Accounting

    • Accessing Configure > Accounting > Transaction Codes when all transaction codes have been inactivated no longer causes an error.

    EPCL-59380/PMR 399093

    Activity

    • To facilitate future enhancements, Applied Pay Refund/Void/Chargeback/NSF Payment and Applied Pay lockbox payment received activity events have been added to Configure > Activity > Events, with the default activity codes @APR and @APL. These events and codes are not yet functional.

    PLAN-29

    Policy

    • The Run Custom Form Conversion action for Policy/Plan Forms has been optimized to run successfully for large datasets. Previously, the conversion sometimes failed when it ran on a large number of policies.

    EPCL-62886

    • An error that occasionally occurred when you performed the Run Custom Form Conversion action a second time on the same custom form has been resolved.

    EPIC-63491

    Interface

    Download

    • When you receive an eDoc download for which a carrier/broker setup cannot be found by NAIC or NPN code, a No ICO found message displays on the Communication Log. Previously, the system discarded the eDoc.

    EPCL-61265

    Download Results

    • The Download Results screen has been optimized to load more quickly when you have filters set for numerous Interface jobs.

    EPCL-62894

    ACORD Forms

    Unless otherwise indicated, the workflow for accessing and using a form is not affected when it is updated to a newer edition. Policies that already exist at the time of the update continue to print the older edition of the form until they are renewed. Once a policy is renewed, the newer editions of the forms for that policy are available within the distribution workflow. Regardless of the edition used for the printed output, the application detail screens are always representative of the newest edition available in the system, except for the underwriting questions, which are retained from the edition in which they were created until the policy is renewed. The form number and edition date that display at the bottom of the application detail screen indicate the edition of the form that is available in distribution workflows.

    The same logic applies to supplemental forms. Policies that already exist at the time of the update keep the older editions of their corresponding supplements available when you generate output. When the policies are renewed, the newer editions of the supplements are available.

    If you need an older edition of a form for historical reference, refer to the PDFs generated from previous submissions. These are saved as attachments on the corresponding accounts.

    Because the updated forms are directly available within Applied Epic, any workflows previously used to access these editions from other sources may no longer be necessary.

    All form updates are targeted to servicing personnel.

    New Forms

    ACORD 125 CA (2023/01) - California Commercial Application

    The California-specific Commercial Application (ACORD 125 CA) has been added to comply with regulatory changes and provide disclosure information required by carriers in California. This form differs from the standard ACORD 125 in the following ways:

    • The PRODUCER name populates on page 1 of the printed form, rather than the AGENCY.

    • In the GENERAL INFORMATION section on page 3 of the printed form:

    • Question 5 - Information pertaining to Missouri has been removed.

    • Question 7 - Information pertaining to Rhode Island has been removed.

    • The REMARKS section was moved from page 3 to page 4 of the printed form.

    • A large portion of the legal wording for the SIGNATURE/FRAUD section on page 4 of the printed form (SIGNATURE on the ACORD 125) has been removed.

    • Legal wording has been added above the Producer’s signature on page 4 of the printed form.

    • The State Producer Number field has been removed from page 4 of the printed form.

    The version of the ACORD 125 that prints is determined by the issuing state selected for the policy or its lines. Monoline policies with an Issuing location of California use the ACORD 125 CA rather than the ACORD 125. The same is true of package policies whose lines all have an Issuing location of California. If only some of the package policy’s lines have an Issuing location of California, the system creates an ACORD 125 CA instead of the standard ACORD 125, but both the ACORD 125 CA and ACORD 125 are available in the print options and populate with the client’s information when they print.

    EPCL-56691

    ACORD 130 CA (2023/01) - California Workers Compensation Application

    The California-specific Workers Compensation application (ACORD 130 CA) has been added to comply with regulatory changes and provide disclosure information required by carriers in California. This state-specific edition includes several updated fields that differ from the standard ACORD 130, as well as the updated disclosure information:

    • Normal anniversary rating date has been split into separate Anniversary rating date and Rating effective date fields. If you renew an existing ACORD 130 with an issuing state of California or change the policy’s issuing state to California, the date in the Normal anniversary rating date field defaults into the Anniversary rating date field.

    • The word OWNERS has been added to Individuals Included/Excluded on the printed form. The following message has also been added: Exclusions or waivers in California must meet the requirements of Cal. Labor Code §§3351 and 3352.

    • Twelve additional lines have been added to the State Rating Worksheet on the printed form.

    • The PREMIUM and REMARKS sections have been moved to page 3 of the printed form. The two freeform text fields on the standard ACORD 130 form have been replaced with the following fields:

    • TERRORISM - factor = N/A

    • CATASTROPHE - factor = N/A

    • The following questions and answers in GENERAL INFORMATION (questions 10 and 12) have been removed, and the other questions have been renumbered accordingly:

    • Any employees under 16 or over 60 years of age?

    • Any employees with physical handicaps?

    • The answer for the following question has been removed, although the question itself remains (with the reference to Missouri applicants removed): Any prior coverage declined/cancelled/non-renewed in the last three (3) years?

    • The legal wording below the Signature section on page 4 of the printed form has been significantly reduced.

    • The following wording has been added above the Applicant’s Signature section on the printed form: For your protection, California law requires you to be notified of the following: Any person who knowingly presents false or fraudulent information to obtain or amend insurance coverage or to make a claim for the payment or loss is guilty of a crime and may be subject to fines and confinement in state prison.

    The version of the ACORD 130 that prints is determined by the issuing state selected for the policy. New and renewed Workers Compensation policies with an Issuing location of California use the ACORD 130 CA rather than the ACORD 130. If you change a Workers Compensation policy’s Issuing location to California, it also uses the ACORD 130 CA. However, you may lose data when renewing a California Workers Compensation policy or changing the Issuing location, as the ACORD 130 CA removes or modifies several fields included on the ACORD 130. Proceed with caution.

    EPCL-60060

    Updated Forms

    ACORD 68 Electronic Delivery Supplement updated from the (2013/08) to the (2019/06) edition

    The ACORD 68 (Electronic Delivery Supplement) Form has been updated from the 2013/08 edition to the 2019/06 edition to comply with regulatory changes adding disclosure information. The ACORD 68 is a supplemental form without a corresponding application detail in Applied Epic. You can choose to print it with the Commercial Application in the Select Forms to Print section on the Forms/Attachments tab of the Print Application screen.

    Additional legal wording has been added to every section of the form, increasing the length of the printed form from one to two pages.

    EPCL-56629

    Software Development Kit: What’s Improved?

    • Description: The Applied Epic SDK security headers have been enhanced to restrict frame embedding, block plugins, implement a form-action directive, and provide a valid reporting endpoint.

    • Classes

    Web configure

    • Methods

    N/A

    • Properties

    N/A

    ESDK-3068

    General Ledger—SDK

    Journal Entries

    • Description: You can insert or update negative Debit/Credit amounts for journal entries when the allocation method is used to calculate the amount split, consistent with Applied Epic. Previously, the Applied Epic SDK allowed only positive amounts.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._generalledger._journalentry._detail.DetailItem

    • Methods

    Insert_GeneralLedger_JournalEntry

    Update_GeneralLedger_JournalEntry

    • Properties

    Amount

    ESDK-3084

    Vouchers

    • Description: The Applied Epic SDK replaces invalid characters in voucher line descriptions with blank spaces, consistent with Applied Epic. Previously, it retained the invalid character, which caused the Status of Accounts report to fail.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._generalledger._voucher._detail.DetailItem

    • Methods

    Insert_GeneralLedger_Voucher

    Update_GeneralLedger_Voucher

    • Properties

    Description

    ESDK-3118

  • July 2024

    16.365.2

    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.

    Change Log

    Date	Note	Jira ID
    October 14, 2024		Updated wording of EPIC-36304
    September 17, 2024	An issue has been resolved that occasionally ended users’ sessions unexpectedly and prompted them to log in again.	EPIC-49449, EPIC-52433
    August 30, 2024		Updated wording of EPIC-36304
    August 9, 2024	All Print Center functionality is available if you have installed the Epic Connection Suite Package and enabled the Print Center in Configure > User Options > Notifications. Previously, Print Center was not available from the Print button in some instances.	EPIC-49744
    August 1, 2024		Removed EPIC-41832
    August 1, 2024		Updated wording of EPIC-36304
    July 26, 2024		Updated wording of EPIC-36304
    June 28, 2024		Updated wording of EPIC-36304
    June 28, 2024	Creating or editing a conversion mapping in Configure > Policy > Custom Forms no longer returns forms in the list in Configure > Policy > Policy/Plan Forms to Draft status if the forms contain no pending changes.	ATX2-2120

    Before You Begin

    System-wide

    Connection Suite

    •  For full functionality, please install the latest versions of the Applied Epic Extension (3.16.12) and the Epic Connection Suite Package (1.32.3) from Help > Connection Suite or push these updates to users’ workstations if your organization manages the installation for them. Ensuring that no updates to users' web browsers are pending may improve the installation experience.

    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.

    What’s Improved?

    System-wide

    • Cosmetic changes have been made to the validation messages that display in Utilities > Reassign > Producer Broker when Share Revenue is enabled and throughout the system when no Interface license is installed, no employee account is associated with your usercode, or you do not have rights to an area.

    EPIC-42303, EPIC-42302, EPIC-42301, EPIC-41969

    • A behind-the-scenes change has been made to ensure system events are created successfully if you experience a brief disruption to your network connection.

    EPIC-40790

    • Long lists throughout the system have been optimized to populate items more quickly when you scroll through them.

    EPIC-40552

    • New Applied Epic tabs open adjacent to the active Applied Epic tab. Previously, they opened to the right of the last tab in your browser.

    EPIC-40047

    • When you search a list by date, navigate to a list item, then return to the list, it continues to display items for the date you selected. Previously, it displayed items for the day before that date.

    EPIC-16249

    • All Print Center functionality is available if you have installed the Epic Connection Suite Package and enabled the Print Center in Configure > User Options > Notifications. Previously, Print Center was not available from the Print button in some instances.

    EPIC-49744 - Resolved August 2, 2024

    • An issue has been resolved that occasionally ended users’ sessions unexpectedly and prompted them to log in again.

    EPIC-49449, EPIC-52433 - Resolved in hot fix, September 15, 2024

    Accounts

    Activities

    • You can tab through fields on the Activity Detail page in order, consistent with the desktop interface. Previously, you could not tab beyond the Find button of the search bar in the Notes section or the Servicing Contacts link label.

    EPIC-40326

    • You can enter decimal values in the Amount field of the transformed Add Activity page. Previously, a Request failed with status code 400 error sometimes occurred.

    EWFM-3631

    • The correct Follow Up date displays for activities added with a Status of Closed. Previously, the system sometimes used the following day’s date rather than the current date for closed activities added in the evening.

    EWFM-3600

    • When you select a contact with a Canadian phone number in the Who to Contact section of the transformed Add Activity page, the Country selection for the phone number no longer defaults to US.

    EPIC-36491

    Clients

    • The Add a Client page no longer fails to load if you have multiple structures selected as defaults for the Client Add Workflow (including structures you do not have access to) in Configure > User Options > Field Defaults.

    ECRM-7013

    Contacts

    • The eye icon to unmask the entry in a protected field (such as Social Security Number) only displays once if you are navigating the system in Microsoft Edge. Previously, a duplicate eye icon displayed.

    ECRM-6981

    • When you place focus on a field containing protected information (such as Social Security Number) on the transformed Contact Detail screen, your browser no longer prompts you to autofill a password.

    ECRM-6982

    Transactions

    • If you have enabled the system to automatically apply credits to debits for Applied Pay payments, payments with cents amounts that are multiples of 10 (for example, $599.10 or $599.20) apply correctly. Previously, the transactions did not fully auto-apply and left pennies on the receivable balance.

    EACT-3095

    Reports

    • The same subfolders and fieldsets are available in Layout Builder in the browser interface as the desktop interface. Previously, some were missing (such as the Rate Premium subfolder for the Policy Information Plan List report).

    EPIC-40906

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

    Email > Applied Pay Email	Proofs > Import/Export
    Email > Branding Profiles	Quotes > Quotes Setup Personal
    Job Management > DDO Email	SMS > Events
    Job Management > Queues	User Options > Quotes Setup Personal
    Policy > Custom Policy Information	User Options > Region and Language
    Policy > Document View	User Options > VINLink Decoder
    Policy > Sources

     

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields and Include Inactive buttons have been added to many pages.

    On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list. On lists with view filters in their headers, the view filter has been moved to a separate dropdown menu below the list header.

    On screens with lists of Available and Selected items, a checkbox has been added to the list header to select all items, the up and down arrow buttons have been renamed Add to Selected and Remove from Selected, and the double arrow buttons (to move all items from one list to the other) have been removed. All other functionality is the same.

    EPIC-36304, EPIC-37810, EPIC-36651, EPIC-36305, EPIC-36074, EPIC-31966, EPIC-41602, EPIC-39085, EPIC-36366, EPIC-35967, EPIC-36332

    Accounting

    • The Amount dropdown on the transformed Configure > Accounting > Transaction Codes page has been expanded to allow the Production Item Credit/Debit option to display in its entirety. Previously, this option was truncated.

    EPIC-44737

    Policy

    • In the Form Builder in Configure > Policy > Policy/Plan Forms, you can edit a field that you have copied from an Applied-managed field. Previously, the copy was locked for editing.

    ATX2-1985

    • Options to add sections and fields and perform actions on them have been streamlined throughout the Form Builder in Configure > Policy > Policy/Plan Forms. The individual Add Field, Edit, and Copy buttons have been moved to a single context menu below each field. You can also add subsections from this menu. Use the Add button at the end of each section to add an additional section. Unnecessary borders have also been removed, for ease of navigation and a cleaner look.

    ATX2-1911

    • Creating or editing a conversion mapping in Configure > Policy > Custom Forms no longer returns forms in the list in Configure > Policy > Policy/Plan Forms to Draft status if the forms contain no pending changes.

    ATX2-2120

    Proofs

    • You can enter decimal values for pre-printed Card height and Card width on the transformed Configure > Proofs > Auto IDs page. Previously, these fields only supported single-digit values.

    EPIC-42858

    Interface

    Download

    • Entering a date manually in the Search where field on the Assign Items in Suspense page and other Interface areas (such as Download Results and Suspense Recycle Bin) no longer results in a Required information is missing error.

    EPIC-41163

  • June 2024

    Build 167

    16.356.3

    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.

    Change Log

    Date	Note	Jira ID
    August 12, 2024		Updated wording of EPCL-59390
    June 30, 2024	You can purchase bulk and/or conversational SMS numbers after completing your organization’s SMS registration. Previously, the Edit button for Bulk SMS Messaging in Configure > SMS > System Settings and the Add button for Registered Numbers in Configure > SMS > Numbers remained disabled.	EPCL-63618
    June 30, 2024	Description: The BankSubaccountNumberCode property supports alphanumeric and special characters when you insert or update a bank reconciliation, consistent with Applied Epic. Previously, this property supported only numeric entries. Classes schemas.appliedsystems.com.epic.sdk._2019._01._generalledger._reconciliation.Bank Methods Insert_GeneralLedger_ReconciliationBank Update_GeneralLedger_ReconciliationBank Properties BankSubaccountNumberCode	ESDK-3091
    June 21, 2024		Updated wording of EPIC-38825
    June 12, 2024	An occasional Program Alert error that occurred when you selected Run on the Assign Items in Suspense screen while a download job was running has been resolved.	EPCL-63544, EPCL-62893
    June 7, 2024	A behind-the-scenes change has been made to ensure that all Applied Epic SDK integrations continue functioning after your system is updated to Applied Epic June 2024.	EPCL-63414
    June 7, 2024		Updated wording of EPIC-38825
    May 30, 2024		Updated wording of EPCL-55388

    Before You Begin

    System-wide

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.32.2) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them. Ensuring that no updates to users' web browsers are pending may improve the installation experience.

    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.

    What’s New?

    Policy

    Multi-term Pr/Br commissions for personal and commercial lines

    The producer or broker on a policy might change at any time during a policy’s term, which means that their commissions may also be paid for a different time period than the policy term. Tracking these changes and adjusting these commissions manually is a tedious and time-consuming process.

    Multi-term commission schedules for producer/broker commissions have been expanded to personal and commercial lines of business. Previously, this feature was only available for other lines of business. The Status criterion for these commission schedules (for any line of business) has been renamed Line Status for clarity. The system uses the Line Status to determine the commission agreements available for selection. Future terms on the schedule ignore the current term’s Line Status. This way, you can maintain separate agreements for each line status and select the appropriate agreement for future terms. The system validates the Line Status when you renew or copy a policy.

    To use multi-term commission schedules for personal and/or commercial lines, enable these lines of business in Configure > Policy > System Settings > Pr/Br Commission Schedule. Once you enable these options, a Multi-Term Commission option displays on the Pr/Br Commissions tab of Servicing/Billing > Line. When you select it, you can set up Term Ranges for the line’s current and future terms. Prior terms drop off automatically at renewal.

    Please note that if you have added a multi-term commission schedule to a package policy, it does not default on lines added to the package by Download. You must update the commission schedules on these lines manually.

    Targeted role: Servicing personnel, accounting personnel

    EPCL-55118

    Configure

    Security

    Require users to use commission agreement for Pr/Br commissions

    To help you enforce consistent commission agreement usage throughout your organization, a Deselect Use Commission Agreement checkbox for Pr/Br Commission security option has been added to Program Access > Insured Clients > Policy and Program Access > Prospective Clients > Policy. This option determines whether users are allowed to deselect the Use Commission Agreement checkbox on the Pr/Br Commissions tab when editing policy detail, accepting a quote, or moving marketed lines to current policies. Deny this permission if you do not want users to be able to enter Pr/Br commission information manually when a valid commission agreement already exists for a producer or broker on the policy.

    This security option defaults to Grant or Inherit – Grant for existing users and groups (meaning there will be no change in users’ ability to edit Pr/Br commissions if you take no action). It defaults to Deny for new users and groups.

    Targeted role: Epic system administrators

    EPCL-57973

    What’s Improved?

    System-wide

    • Notifications display (if configured to do so) when you have multiple Applied Epic tabs open. Previously, notifications sometimes failed to display unless you closed all but one of your Applied Epic tabs or logged in again.

    EPIC-39045

    • An issue has been resolved that previously truncated areas at the top of some pages without displaying a scroll bar (such as the Modify Report Criteria page or the Certificates page), which made them inaccessible.

    EPIC-38514

    • When you enter a value less than 50 in a Year field, the system automatically prefixes 20 to it (for example, it updates 24 to 2024). When you enter a two-digit value greater than or equal to 50, the system prefixes 19 to it (for example, it updates 97 to 1997). This behavior is consistent with existing functionality in the Applied Epic desktop interface. Previously, the system prefixed 19 to values less than 50 in some system areas (so that 24 became 1924) or prefixed zeroes to them, resulting in a variety of issues ranging from validation errors to reports that returned no results.

    EPIC-37907

    • To support future enhancements, an optional Revenue Status column has been added to the Select Columns menu in the following areas:

    • Accounts > Transactions list

    • Accounts > Transaction Detail > Agency Commission

    • Accounts > Transaction Detail > Pr/Br Commission

    • General Ledger > Receipts > Pay Payables/Commissions

    • General Ledger > Disbursements > Company > Premium > Advance > Selected Items

    • General Ledger > Disbursements > Company > Premium > Return > Selected Items

    • General Ledger > Disbursements > Broker > Premium > Advance > Selected Items

    • General Ledger > Disbursements > Broker > Premium > Return > Selected Items

    • General Ledger > Reconciliations > Premium Payable

    • General Ledger > Reconciliations > Direct Bill Commissions

    • General Ledger > Reconciliations > Pr/Br Payables (finalized statement detail)

    • General Ledger > Reconciliations > Government Payables

    A Revenue Status criterion is available for all reports in Reports > Transaction and Reports > General Ledger that contain the Commission folder. New Revenue Begins and Renewal Revenue Begins criteria have been added to all reports that include Line criteria and fieldsets. No information populates for any of these columns or report criteria at this time.

    EPCL-55388, EPCL-55363, EPCL-55378, EPCL-55362, EPCL-55368, EPCL-61468, EPCL-55527, EPCL-55147, EPCL-55153, EPCL-55154, EPCL-55391, EPCL-55435, EPCL-61468

    myEpic

    • Agency-defined categories populate on the Categories/History tab of a client account during a myEpic workflow regardless of your view filter selection. Previously, they only displayed in the All view. Additionally, agency-defined categories added during the workflow populate in the list. Finally, selecting a different view filter option and then returning to the All view no longer causes an exception error.

    EPCL-59369

    Home

    • The Home screen has been optimized to prevent timeout errors when you navigate there after selecting the Unrouted SMS option on the New/Waiting tab of Configure > User Options > Customize Homebase if you have access to numerous structure combinations.

    EPCL-60697

    Renewals Manager

    • Performance has been optimized to prevent timeout errors when you filter the Renewals Manager list by Department Code.

    EPCL-60770

    Accounts

    • The Save button no longer erroneously displays on the options bar of the Locate screen if Market Appetite Search is disabled in Configure > User Options > Customize Homebase.

    EPCL-51508

    • The Benefits Designer navigation menu option only displays on the Locate page when Client is selected as the Account type. Previously, it also displayed for non-client account types (such as Company or Employee).

    EPCL-38531

    Activities

    • The Who/Owner defined in Configure > Interface > Company/Broker defaults on activities created by Download if the Who/Owner defined in Configure > Activity > Codes cannot populate (for example, if it is set to default to the producer on the policy, but the associated policy has no producer defined). Previously, the following error displayed on the Communication Log: Invalid Activity setup. Verify the Who/Owner is assigned in Configure > Interface.

    EPCL-60709

    Attachments

    • Your browser performs a spellcheck on the Description of attachments added via drag and drop. Previously, this entry and subsequent changes to the Description were not subject to spellcheck, and you had to check them for spelling errors manually.

    EPIC-39510

    • You can open attachments if your organization has enabled Active Directory authentication in Configure > Security > Logins. Previously, they did not open.

    EPIC-39142

    • The counter below the Attachments list displays the correct number of results when you perform a second search after an initial search that returned zero results. Previously, the counter continued to display 0 Attachments.

    EPCL-56668

    • The correct attachment displays in the preview pane if you select a different attachment before the previously selected attachment’s preview has finished loading. Previously, the first attachment displayed instead.

    EPIC-39350

    • If your default PDF viewer is Microsoft Edge, opening a PDF attachment whose file name contains spaces no longer results in a File not found error.

    EPIC-38434

    • If your display setting is 125% or greater, the lookup (magnifying glass) button displays in the Description field in the Attach To popup. Previously, the field exceeded the width of the pop-up, preventing the lookup button from displaying.

    EPCL-61126

    Clients

    • Information on the Employee Benefits tab of Account Detail populates for all clients. Previously, some clients’ Employee Benefits information did not populate for certain organizations.

    EPCL-51830

    • You can no longer inactivate clients with active policies.

    EPCL-59391

    • When you locate a client by Policy #, you can open a package policy with no application details or AP section by double-clicking it in your search results. Previously, the policy did not open.

    EPCL-51507

    • The system retains any leading zeroes you enter in the D-U-N-S field when adding a client from the desktop interface or the non-transformed Add a Client page in the browser interface. Previously, they were missing from Business Contact Detail.

    EPCL-59370

    • If you have used Apply Address to Other Items to update client or contact addresses, the system uses the updated address in searches performed on the Locate screen. Previously, the system sometimes returned results for the old address.

    EPCL-59382

    Contacts

    • An issue has been resolved that occasionally resulted in an Invalid Program Arguments error when you accessed the transformed Contact Detail page.

    ECRM-7033

    • You can enter up to 25 characters in the County/Parish field on the transformed Add a Client and Contact Detail pages. Previously, the field only supported up to 19 characters.

    ECRM-7023

    Policy

    • When you select an existing commission agreement to use on a line, enter Estimated and Estimated monthly amounts in the Premium frame, then select the Calculate link, an error no longer occurs.

    EPCL-61161

    • If you have added Loc #0 as a Blanket location on a Property policy, it is available for selection on the Statement of Values. Previously, it was not.

    EPCL-59390

    • When you delete a location on a Garage and Dealers application within a package policy that also contains a second Garage and Dealers line, the error APPREMSE-4ZL no longer displays.

    EPCL-59377

    Actions

    • After you endorse a policy, the Prft Cntr and PPE Type display correctly in the Policies list. Previously, they displayed blank.

    EPCL-51505

    • When you perform a change request on a commercial package policy, the message No data exists for the selected form no longer displays if you only make a location change on the Commercial AP section.

    EPCL-59373

    Custom Forms

    • An issue that prevented some Custom Form policies from opening in the Applied Epic browser interface has been resolved.

    EPIC-38551

    • The Preview Custom Form Conversion action no longer causes an error if the custom form selected for conversion has been edited and reinstalled.

    EPCL-61536

    Policy Marketing

    • You can update Location/Building Numbers for a Commercial Application Location Schedule from the detail of a Master Marketing Submission. Previously, an exception error occurred.

    EPCL-59387

    • When a Default email template exists for the Submit to Carriers email event, its Subject defaults on the Distribution tab during the Submit to Carriers action. Previously, the Subject did not default.

    EPCL-46967

    Policy Printing

    • On the ACORD 138 NY New York Garage and Dealers application, the Work Loss Coordination and Medical Expense Elimination coverage checkboxes only print selected if these coverages are selected in application detail. Previously, they printed selected regardless of your selections for them.

    EPCL-59395

    • When you preview or print the ACORD 810 Business Income form (attached to the Property Application), the Signature Date field defaults blank. Previously, the Signature Date field defaulted with the date the form was printed.

    EPCL-59375

    Reports

    • If you close a browser tab while editing a report, the system prompts you to save your changes. Previously, no prompt displayed, so closing the tab discarded your changes immediately.

    EPIC-37113

    • Dates entered as 1/1/1900 00:00:00 in Applied Epic (in MM/DD/YYYY format) display correctly on reports exported to Microsoft Excel. Previously, the system added a day, so that the dates displayed as 1/2/1900 00:00:00.

    EPCL-60329

    Account

    • The Exclude Forgotten Clients criterion on the Client List Report excludes Forgotten clients that are also marked as confidential clients. Previously, it included them.

    EPCL-59374

    • Performance has been optimized to prevent timeout errors when you generate the Client Report if you have access to numerous structures (for example, several hundred).

    EPCL-61201

    • SMS messages send successfully when you include SMS Marketing Options for a report that contains multiple instances of the same contact. Previously, an error occurred.

    EPCL-58963

    Application

    • When you sort the Personal Auto report to display drivers and/or vehicles Each Time Found, the report no longer includes duplicates of the full Driver or Vehicle schedule.

    EPCL-59378

    Transaction

    • When you select Match All for the Producers criterion on a Transaction report, the report returns the correct transactions. Previously, it returned transactions containing one or more of the selected producers as well as transactions that contained all of them.

    EPCL-59383

    • An optional Apply To Month criterion and layout field (corresponding to the optional Apply To Month field in Direct Bill Record Commissions) are available in the Transaction folder for all Transaction reports except Accounting Productivity and Commission Variance.

    EPCL-55472

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

    • Accounting > Transaction Codes

    • Activity > Categories

    • Attachment > System Generated Attachments

    • International > Regional Settings

    • Leads Inbox > Automated Actions

    • Policy > Adjustors

    • Policy > Renewals Manager Events

    • Quotes > System Settings

    • SMS > System Settings

    • User Options > Customize Homebase

    • User Options > Limits

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields and Include Inactive buttons have been added to many pages. On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list. On lists with view filters in their headers, the view filter has been moved to a separate dropdown menu below the list header.

    In Configure > Structure > Organization Contacts, a Customize Columns button has been added to the upper right corner of the Addresses list and the Selected list has been removed. To select structures to apply the contact information to, select their checkboxes in the Available list and click Save or Save & Add Another. All other functionality is the same.

    EPIC-38825, EPIC-38351, EPIC-37809, EPIC-37513, EPIC-36958, EPIC-35029, EPIC-34300, EPIC-34297, EPIC-33295, EPIC-33243, EPIC-32699, EPIC-31901, EPIC-31616

    Attachment

    • Adding an email address that belongs to a second-level domain in Configure > Attachment > Monitor Emails (an address with more than one period in its domain, such as email@example.co.uk) no longer results in a Program Alert error.

    EPCL-57896

    • The Configure > Attachment > Paper Types page is no longer available from the Applied Epic browser interface, as printing workflows in the browser interface only download files for you to view or print from your web browser or another application of your choice.

    EPIC-39597

    Policy

    • The Run Conversion action in Configure > Policy > Custom Forms no longer fails when the custom form’s Plan Description exceeds 75 characters.

    EPCL-59553

    • You can edit a Custom Screen in Configure > Policy > Custom Forms from the browser interface. Previously, a message displayed directing you to use the desktop interface.

    EPIC-40358

    • The Commission Calculation tool in Configure > Policy> Commission/Premium Calculations has been optimized to reduce the occurrence of failures. Previously, calculated commissions sometimes failed to populate when you ran the tool on a large number of policies.

    EPCL-61123

    Security

    • Blank rows no longer display under Program Access > Configure > Quotes in Configure > Security > Users.

    EPCL-58974

    • Removing a structure from a user in Configure > Security > Users, then adding the same structure back before saving the user no longer causes a Program Alert error.

    EPCL-60445

    • You can enter up to four characters in the search field when searching by Profit Center Code on the Structure tab of Configure > Security > Users. Previously, this search criterion only allowed up to three characters.

    EPCL-59392

    • All structure combinations associated to a user in Configure > Security > Users or Configure > Security > Groups are available for selection in Applied Marketing Automation. Previously, structure combinations associated to the user or group member using the Copy Settings To action did not display in Applied Marketing Automation.

    EPCL-60448

    SMS

    • When you select the Enable Bulk SMS Messaging checkbox, short code numbers no longer display in the Bulk Marketing and Bulk Account Messaging lists, as these numbers are no longer supported.

    EPCL-51302

    • You can purchase bulk and/or conversational SMS numbers after completing your organization’s SMS registration. Previously, the Edit button for Bulk SMS Messaging in Configure > SMS > System Settings and the Add button for Registered Numbers in Configure > SMS > Numbers remained disabled.

    EPCL-63618 - Resolved in hot fix, June 30, 2024

    Interface

    Download

    • Performance has been optimized to prevent Communication Log errors when Download processes large eDocs & Messages files. Previously, the following error displayed if a file took more than 100 seconds to download: Unable to retrieve file. Please try again. The timeout period has been increased to 600 seconds, and the system will retry the download during your next session if the error still occurs.

    EPCL-61162

    • If the Use Commission Agreement checkbox was not selected in Servicing/Billing > Line > Pr/Br Commissions but a valid agreement exists for the producer or broker, Download applies that agreement to the renewal if this is the behavior configured in Configure > Policy > System Settings > Pr/Br Commission Agreements. Previously, Download did not check these settings and omitted the commission agreement from the renewed policy.

    EPCL-60308

    • Personal and commercial auto download automatically capitalizes the driver’s license number sent by the carrier. Previously, the following error displayed on the communication log when the driver’s license number received from Download contained a lower-case letter: Error downloading element: xxx, <DLN> is not a valid drivers license #.

    EPCL-61079

    • The system uses the Policy Line Status/Action Default in Configure > Policy > System Settings to update the Policy Line Status for policies renewed or cancelled by Download. Previously, the system only used this setting to update the Policy Line Status for policies renewed or cancelled using the Actions menu options in the Policies area. If you have not configured these defaults, Policy Download uses the Status Code settings in Configure > Interface > Company/Broker to update the Policy Line Status instead (if Yes is selected for Update policy status). If neither of these settings is configured, Download does not update the Policy Line Status.

    INTF-29266

    • The Policy Description merge variable populates in the Description of transactions created by Direct Bill Commission Download when you configure it to do so in Configure > Accounting > Transaction Codes. Previously, it displayed as a blank space.  

    EPCL-61150/PMR 344683

    • An occasional Program Alert error that occurred when you selected Run on the Assign Items in Suspense screen while a download job was running has been resolved.

    EPCL-64544, EPCL-62893 - Resolved in Build 163, June 12, 2024

    System

    • A behind-the-scenes change has been made to ensure that all Applied Epic SDK integrations continue functioning after your system is updated to Applied Epic June 2024.

    EPCL-63414 - Resolved in hot fix, June 6, 2024

    Software Development Kit: What’s New?

    Accounts—SDK

    • Description: A Revenue Status commission criterion has been added to the Applied Epic SDK for the methods listed below to enable you to configure commissions for new revenue or renewal revenue if your organization has Revenue Status enabled.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._12._account._commission.CommissionAgreement

    • Methods

    Insert_Commission_BrokerCommission

    Insert_Commission_EmployeeCommission

    • Properties

    N/A

    ESDK-3023

    Software Development Kit: What’s Improved?

    Policy—SDK

    • Description: Applied Epic users can update future commissions inserted by the Applied Epic SDK on policies that use multi-term commission schedules. Previously, an exception error occurred in Applied Epic.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._account._policy.Line_2017_02

    • Methods

    Update_Line

    • Properties

    N/A

    ESDK-3041

    General Ledger—SDK

    Receipts

    • Description: You can get OutstandingPayments results for General Ledger accounts without sub-accounts. Previously, this call did not return any results.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2021._01._generalledger._receipt.ProcessOutstandingPayments

    • Methods

    Get_GeneralLedger_ReceiptDefaultProcessOutstandingPayments

    • Properties

    N/A

    ESDK-2979

    Reconciliations

    • Description: The BankSubaccountNumberCode property supports alphanumeric and special characters when you insert or update a bank reconciliation, consistent with Applied Epic. Previously, this property supported only numeric entries.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2019._01._generalledger._reconciliation.Bank

    • Methods

    Insert_GeneralLedger_ReconciliationBank

    Update_GeneralLedger_ReconciliationBank

    • Properties

    BankSubaccountNumberCode

    ESDK-3091 - Resolved in hot fix, June 30, 2024

  • May 2024

    16.351.6

    Change Log

    Date	Note	Jira ID
    March 14, 2025		Removed EPIC-35473 from EPIC-31764
    May 6, 2024	If you create a new field after searching for a field in the Add Field popup in the Form Builder area of Configure > Policy > Policy/Plan Forms (for example, because the field you searched for does not exist), your search term populates in the Label field for the new field to save you keystrokes. Depending on your search term, however, you may still want to revise the Label before saving the field.	ATX2-2147
    April 29, 2024	Updating the Connection Suite Package to version 1.31.17 reenables Print Center. The previous version of the Connection Suite Package (1.31.15) disabled Print Center.	EPIC-39856

    Before You Begin

    System-wide

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.31.17) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them.

    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.

    What’s Improved?

    System-wide

    • You can work in Applied Epic for more than an hour without accessing the Home page and continue to receive your notifications. Previously, pages loaded blank or Program Alert errors occurred, and you had to clear your browser cache and log in again.

    EPIC-38227

    • Quickly moving between criteria options on pages such as commission agreements no longer results in an error.

    EPIC-27765

    • Clicking the Add, Edit, Delete, or Print button beside a list more than once no longer causes an error.

    EPIC-37437

    Connection Suite

    • Updating the Connection Suite Package to version 1.31.17 reenables Print Center. The previous version of the Connection Suite Package (1.31.15) disabled Print Center.

    EPIC-39856

    Resource Center

    • You can open the Resource Center a second time after closing it within the same Applied Epic session. Previously, the Resource Center button was unresponsive unless you logged in again.

    EPIC-34360

    Accounts

    Activities

    • If you update a field in activity detail, open Access > Attachments, then return to the activity detail page and close it, your changes save. Previously, they did not.

    EPIC-35486

    • All relevant Access menu options display in the options bar and menubar when you are working in the Activities area. Previously, some options failed to display if you had two activities open in the navigation panel, closed one of them in the navigation panel and reopened it from the Activities list, performed the Close action from the activity detail page, then selected the other activity in the navigation panel.

    EPIC-36081

    • Performance has been optimized to prevent timeout errors when you add an activity to a transaction with no associated contact.

    EWFM-3575

    • Entering a zero value in the Amount field on the transformed Add an Activity page no longer causes an error.

    EWFM-3557

    • You can no longer add an activity with a Status of Closed if it has open tasks and the Activity can be closed with open tasks option is deselected for its activity code in Configure > Activity > Codes.

    EWFM-3546

    • Decimal values entered on the transformed Add an Activity page display correctly in activity detail after you save the activity. Previously, some entries displayed inaccurate cents values (usually one cent too low).

    EWFM-3545

    Attachments

    • If you perform a search on the Attachments list that returns no results, a No items found message displays. Previously, a Program Alert error occurred.

    EPIC-37434

    Transactions

    • When you add a transaction associated to a policy, the Generate Government Taxes/Fees popup for the policy’s Issuing location only displays automatically if tax rates are set up for that location in Configure > Accounting > Government Tax/Fee Rates. Previously, it displayed automatically for locations that did not have tax transaction codes configured.

    EPIC-16540

    Policy

    • You can close a policy that contains a multi-carrier schedule by clicking the X next to the policy in the navigation panel. Previously, you had to close the browser tab for the account or click the X in the menubar.

    EPIC-36650

    • The correct values display in the % Total Revenue column of the list on the Commodities tab of the Truckers application (ACORD 132). Previously, the words [object Object] displayed instead.

    EPIC-34076

    Custom Forms

    • Dropdown menu options populate on custom forms. Previously, the configured options did not display.

    EPIC-32222

    Proofs

    • When you use the Existing File option to add an attachment to a Certificate Holder, the following message no longer displays: Please use the desktop version of Epic for this functionality. Previously, you could still add the attachment, but the message was misleading.

    EPIC-37775

    General Ledger

    • You can create an item from the New options bar button in the General Ledger > Import or Export area. Previously, the Import and Export dropdown options available from the New button were disabled.

    EPIC-38425

    Reconciliations

    • Selecting Access > Associated Accounts from the options bar or menubar from the detail of a Producer/Broker Reconciliation statement no longer causes the statement to become unresponsive.

    EPIC-37884

    Reports

    • You can access the Balance Sheet Comparison, Income Statement – Comparisons, and Trial Balance – Comparisons reports after editing their titles in Layout Builder. Previously, you could not preview or generate them.

    EPIC-23035

    Procedures

    Auditing

    • The Client Access Log consistently returns results when you perform a search. Previously, it sometimes did not.

    EPIC-34357

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

    Account > Agency Defined Categories	Policy > Commission Class Codes
    Account > Duplicate Account Check	Policy > Policy Type Classifications
    Account > Import Prospects	Policy > Proposal Groups
    Account > Servicing Roles	Policy > Statuses
    Account > ZIP/Postal Codes	Policy > WC Class Codes
    Attachment > Access Levels	Proofs > Auto IDs
    Attachment > System Settings	Proofs > NY Auto ID License
    Links > Links	Structure > Profit Centers
    Policy > Claim Codes	User Options > Customize Sticky Notes
    Policy > Claim Types	User Options > Notifications

     

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields and Include Inactive or Exclude Inactive buttons have been added to many of these pages. On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list. On lists with view filters in their headers, the view filter has been moved to a separate dropdown menu below the list header.

    In Configure > Links > Links, you can upload a Digital Certificate either by browsing to your local copy of the PFX (Personal Information Exchange) file or by dragging and dropping it into the Source file field. Previously, you had to enter the file name in the Source file field manually.

    Please note that in Configure > Policy > Commission Class Codes, the Commission Class Code - Current Policies report is no longer available from the On Demand menu.

    EPIC-31764, EPIC-35554, EPIC-35539, EPIC-35497, EPIC-35087, EPIC-35086, EPIC-35042, EPIC-34667, EPIC-34656, EPIC-33335, EPIC-33309, EPIC-32610, EPIC-32543, EPIC-32396, EPIC-32351, EPIC-32281, EPIC-32266, EPIC-31963, EPIC-31961, EPIC-31916, EPIC-31913, EPIC-31764

    Policy

    • If you delete a section in the Form Builder in Configure > Policy > Policy/Plan Forms and a table column condition in another section uses a field in that section, you can make subsequent changes to the section that contains the table. Previously, your changes did not save.

    ATX2-2033

    • You can no longer add options to dropdown, multi-choice, or radio fields on copies of Applied forms in Configure > Policy > Policy/Plan Forms. If you need to modify the default options provided, you must copy the field itself and make changes to the copy. However, integrations that use the original field will not carry over to your copy.

    ATX2-2009

    • If you create a new field after searching for a field in the Add Field popup in the Form Builder area of Configure > Policy > Policy/Plan Forms (for example, because the field you searched for does not exist), your search term populates in the Label field for the new field to save you keystrokes. Depending on your search term, however, you may still want to revise the Label before saving the field.

    ATX2-2147

    Interface

    Download

    • If you click the Find button to search for existing policies in Suspense immediately after assigning another policy, without waiting for new criteria to populate in the search bar, your search returns the correct results. Previously, your search located the previously selected item instead.

    EPIC-36938

  • April 2024

    Build 154

    16.347.3

    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.

    Change Log

    Date	Note	Jira ID
    March 14, 2025		Removed EPIC-31411 from EPIC-34298
    May 6, 2024	An issue has been resolved that previously resulted in the following problems in the Form Builder area of Configure > Policy > Policy/Plan Forms and on the published forms themselves: Missing dropdown or radio button options for agency-created fields Field inputs failing to populate on the form Errors when you expanded a section in Form Builder	ATX2-2167
    April 25, 2024		Updated wording of EPCL-56542
    April 25, 2024		Updated wording of EPCL-55118
    April 23, 2024		Removed EPIC-35086 from EPIC-34298
    April 19, 2024	Adding a policy that uses a Policy/Plan Form no longer causes an error if the name, address, NAICS code, or SIC code is populated on the client's Main Business Contact and no corresponding fields for these values exist on the Policy/Plan Form.	EPCL-58374
    April 19, 2024	The system calculates Payable Due amounts correctly on Pr/Br reconciliation statements. In a previous build of Applied Epic April 2024 (Build 151), the system miscalculated the Payable Due on items with prior partial reconciliation payments.	EPCL-61215
    April 19, 2024		Removed EPCL-56416
    April 15, 2024	You can perform the Submit Change Request and Agent/Broker of Record Change actions from the desktop interface. Previously, the following message displayed: This action can only be performed in Epic Browser.	EPCL-60968
    April 15, 2024	You can add a Pr/Br Reconciliation statement that excludes future adjustments with the end of the Month/Date range set to Open. Previously, an error occurred.	EPCL-60463, EPCL-61037
    April 9, 2024	Attachments whose names contain special characters (such as punctuation or accented characters) open successfully. Previously, the following error sometimes displayed: There was an error reading from file storage. Contact your system administrator.	EPIC-37153
    April 5, 2024	To ensure seamless Download functionality regardless of commission agreement type, the options to enable Multi-term Pr/Br commission schedules for personal and commercial lines have been temporarily removed from Configure > Policy > System Settings. Previously, some areas of Download failed when you received a renewal for a policy that used one of these commission schedules. Applied will restore multi-term commission functionality for personal and commercial lines once we have resolved this issue to make a full range of commission agreement options available for all types of business.	EPCL-60033
    April 5, 2024	Custom form integrations imported from Microsoft Excel in Configure > Policy > Integration generate the correct field types when you install a new version of the custom form. Previously, importing the new version sometimes changed the Target Data Type of all ComboBox fields to Text, even if you had not made changes to the Target Field.	EPCL-58616
    March 29, 2024	Account > Account Sources Accounting > Reversal/Void Reasons Email > Email Events Interface > Message Class Policy > Vehicle Territory	Added EPIC-34658, EPIC-35162, EPIC-31734, EPIC-31011, and EPIC-31804 to EPIC-35086

    Before You Begin

    Configure

    Job Management

    • To support the changing requirements of email service providers (such as the end of basic authentication support), you must work with your organization’s IT team to authenticate any email domains you own and use to send email through Distribution Manager once your system is updated to Applied Epic April 2024. Domain authentication enables you to continue sending emails through Distribution Manager from your organization’s domain(s) in future versions of Applied Epic.

    In Configure > Job Management > DMS Email, select the domain and click Authenticate the domain. Copy the CNAME Host details and Values from the Authentication Details pop-up, then send them to your organization’s IT team so they can configure these details in the domain’s DNS settings. Please note that this process can take as long as several days. When your IT team has finished this configuration, return to Configure > Job Management > DMS Email and select View Authentication Details. In the Email Authentication Details pop-up, select Verify Authentication to complete the domain authentication process.

    Although Applied will not implement the modernized DMS email behavior immediately with the April update, you must authenticate your domains by July 15, 2024 to ensure that they display in DMS email sent after this date.  

    If you or your IT team do not have access to your DNS settings (for example, if your organization uses Gmail as your email provider), no authentication is necessary.

    EPCL-56542

    What’s New?

    General Ledger

    Receipts

    Transformed Add Receipt pop-up

    Entering receipts is one of the most common accounting workflows at most agencies. To improve your productivity, the Add Receipt pop-up in the Applied Epic browser interface has been redesigned for a streamlined, modern user experience. While the workflow is unchanged, the layout of the pop-up has been updated with more white space to improve readability.

    For a more intuitive workflow, the system no longer allows you to proceed when the selected Accounting Month is earlier than the initial accounting month for all agencies associated to the selected bank account. Instead, a pop-up displays listing the agencies. Click the OK button to return to the Add Receipt pop-up and select a valid Accounting Month to proceed.

    Targeted role: Accounting personnel

    EPIC-28961

    Configure

    Job Management

    DMS Email domain authentication

    As email service providers such as Microsoft move to sunset basic authentication (SMTP), Applied Epic is updating the technology underlying Distribution Manager (DMS) email to ensure continued functionality in future versions. Although Applied will not implement the modernized DMS email behavior immediately with this version of Applied Epic, you must authenticate your domains by July 15, 2024 to ensure that they display in DMS email sent after this date.  

    In Configure > Job Management > DMS Email, authenticate any domain that you own and use to send email. After selecting Authenticate the domain, copy the CNAME Host details and Values from the Authentication Details pop-up, then send them to your organization’s IT team so they can configure these details in the domain’s DNS settings. Please note that this process can take as long as several days. When your IT team has finished this configuration, return to Configure > Job Management > DMS Email and select View Authentication Details. In the Email Authentication Details pop-up, select Verify Authentication to complete the domain authentication process.

    If your domain name changes as part of a rebrand or a merger or acquisition, you must repeat the authentication process. If you need to reset a domain’s authentication and restart the process for these or other reasons, use the Delete Authentication option.

    If you or your IT team do not have access to your DNS settings (for example, if your organization uses Gmail as your email provider), no authentication is necessary.

    Targeted role: Epic system administrators

    EPCL-56542

    Security

    Epic Dashboards Asset Builder management

    If your organization uses Epic Dashboards (through the early adopter program), Applied has made it easier to manage and reassign Asset Builder licenses within Configure > Security > Logins, without assistance from Applied Support. Each Epic Dashboards subscription includes a limited number of Asset Builder licenses, but you can contact your Applied Sales representative to add additional licenses if necessary.

    The count of total and available Asset Builder licenses displays in the Data Access Role dropdown menu. To allocate these licenses more easily, you can click the Asset Builder License Management link to add or remove licenses from a list of Applied Epic logins in a pop-up, which includes a search bar to help you locate specific logins.

    If you delete a login, the system automatically removes that user’s Asset Builder license and makes it available to reassign.

    Targeted role: Epic system administrators

    PLAN-362

    What’s Improved?

    System-wide

    • Thicker vertical and horizontal scrollbars display with arrow buttons at the ends for easier scrolling throughout the system, consistent with the desktop interface.

    EPIC-34042

    • If you have selected Day/Month/Year date formatting in Configure > User Options > Region and Language, pages containing lists with default filters defined that include date criteria no longer load blank.

    EPIC-34178

    • The Delete original after attaching checkbox has been removed from all screens where it previously displayed, as it was no longer functional.

    EPCL-57823

    Email

    • You can attach an email to Applied Epic from the Applied Epic Outlook Add-in if its subject contains a semicolon. Previously, the Attach to page failed to display in Applied Epic or an error occurred.

    EPCL-58179

    Home

    • Activities assigned to Work Groups on non-client or Confidential Client accounts display on the Home screen. Previously, they did not.

    EPCL-58277

    • If you have a task assigned on an activity that you do not have permissions to view, you can only view the task on the Home screen, not the full activity. To view the task, right click on it and select Edit.

    Renewals Manager

    • Renewals Manager has been optimized to load more quickly and reduce the occurrence of error messages such as LISTVIEW SEARCH, particularly when you have filters applied to the list. If an error does occur, you can click OK and select a different filter.

    EPCL-54830

    Accounts

    • The Status criterion that displays in the list of criteria when you add or edit a producer commission agreement has been renamed Line Status for clarity. The system uses the Line Status to determine the commission agreements available for selection throughout a policy term for policies with multi-term commission schedules. You can maintain separate agreements for each line status and select the appropriate agreement for future terms, as future terms on the schedule ignore the current term’s Line Status. The system validates the Line Status when you renew or copy a policy.

    EPCL-55118

    • You can only use the Select All/Deselect All link in the Type of Business Offered section of Broker or Company detail if you have the Program Access > Brokers > Brokers > Edit or Program Access > Companies > Companies > Edit permission granted, respectively.

    EPCL-57364

    Activities

    • Selecting an activity in the list too quickly after you have entered a note on another activity no longer causes a Program Alert error.

    EPCL-57860

    • When you enter Activity Notes on the transformed Add an Activity page, the activity notes no longer lose their formatting when you view them in the desktop interface.

    EPCL-56989

    • You can add activities associated to inactive employee accounts using the transformed Add an Activity page if you have security permissions to do so but are not an Enterprise Admin. Previously, the following error displayed: Value must be the ID of an employee.

    EWFM-3536

    Attachments

    • Pressing [Enter] from the Description field in the Attach To pop-up shifts focus to the Finish button. Previously, it returned focus to the page behind the pop-up.

    EPIC-27232

    • An issue has been resolved that previously prevented some attachments from opening for certain users.

    EPCL-57125

    • Attachments whose names contain special characters (such as punctuation or accented characters) open successfully. Previously, the following error sometimes displayed: There was an error reading from file storage. Contact your system administrator.

    EPIC-37153 - Resolved April 8, 2024

    Clients

    • The servicing role dropdowns on the Servicing tab of client detail have been optimized to populate more quickly when numerous options are available for selection (hundreds or more).

    EPCL-56682

    Transactions

    • Generating invoices for a single day no longer causes an error.

    EPCL-56587

    • When the system applies credits to debits automatically for an Applied Pay payment whose associated transaction has a Closed producer payable status, it retains that closed status on the APCR process row. Previously, the system saved the producer payable status as Open on the APCR process row.

    EACT-2701

    • Performance has been optimized to validate your selections more efficiently when you assign Share Revenue structures to a producer on a transaction or the Pr/Br Commissions tab of the Servicing/Billing > Line section of a policy.

    EPCL-57686

    • Selecting the Apply to All Lines link label for the Financed checkbox on the Servicing/Billing > Line > Billing tab of policy detail applies the setting to all lines in the package policy. Previously, selecting the Apply to All Lines link label did not update all of the other lines.

    EPCL-57551

    Policy

    • Intermittent Program Alert errors that occurred when you made a selection in the Policies list have been resolved.

    EPIC-34449

    Actions

    • You can perform the Submit Change Request and Agent/Broker of Record Change actions from the desktop interface. Previously, the following message displayed: This action can only be performed in Epic Browser.

    EPCL-60968 - Resolved in hot fix, April 16, 2024

    Custom Forms

    • On Benefits applications, the system calculates the Average cost per employee correctly in Policy Information > Plan/Rate Information > Rate Information > Rate/Premium Totals. Previously, the decimal point in the calculated value was one place too far to the left, so the Average cost per employee was roughly 10% of the correct value.

    EPCL-56420

    • When you access custom form scheduled screens in the browser interface that do not have any columns assigned, an error no longer occurs.  

    EPCL-57788

    Epic Forms

    • Adding a policy that uses a Policy/Plan Form no longer causes an error if the name, address, NAICS code, or SIC code is populated on the client's Main Business Contact and no corresponding fields for these values exist on the Policy/Plan Form.

    EPCL-58374 - Resolved in hot fix, April 19, 2024

    Proofs of Insurance

    • When you add a location to a Certificate of Property, the limits/coverages information defaults from policy detail. Previously, you had to enter the limits/coverages information manually to display it on the certificate.

    EPCL-57651

    General Ledger

    Reconciliations

    • You can add a Pr/Br Reconciliation statement that excludes future adjustments with the end of the Month/Date range set to Open. Previously, an error occurred.

    EPCL-60463, EPCL-61037 - Resolved in hot fix, April 16, 2024

    • The system calculates Payable Due amounts correctly on Pr/Br reconciliation statements. In a previous build of Applied Epic April 2024 (Build 151), the system miscalculated the Payable Due on items with prior partial reconciliation payments.

    EPCL-61215 - Resolved in hot fix, April 19, 2024

    Procedures

    Accounting

    • Performance has been optimized to reduce the occurrence of timeout errors when you generate late charges for a large number of transactions.

    EPCL-58478

    Configure

    • Visual enhancements have been made to the following pages in Configure and their associated pop-ups for a more modern look and feel:

    Account > Account Sources	Policy > Additional Parties Descriptions
    Account > Compliance Indicators > Update Compliance Status action	Policy > Forms & Endorsements
    Account > Opportunity Stage Groups	Policy > GL Class Codes
    Account > Opportunity Stages	Policy > Marketing Client Responses
    Account > Sales Teams	Policy > Marketing Submission Statuses
    Account > Service Codes	Policy > Vehicle Territory
    Account > System Settings	Proofs > Auto ID Card Options
    Accounting > Chart of Account Groups	Proofs > Binders
    Accounting > GL Schedules	Proofs > Certificates
    Accounting > Message Gallery	Proofs > Evidences
    Accounting > Payment Methods	Proofs > Liability Certificates
    Accounting > Reversal/Void Reasons	Proofs > New York ICC Codes
    Accounting > Service Class Codes	Real-Time > Lines of Business
    Activity > Events	Security > Applied Support Settings
    Activity > Work Groups	Structure > Regions
    Email > Email Events	User Options > Customize Quicklinks
    Interface > Message Class	User Options > Email
    Links > Link Groups

     

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields and Include Inactive buttons have been added to many of these pages. On some lookups, the search bar has been replaced with a single search field that searches information in all columns displayed in the list. On lists with view filters in their headers, the view filter has been moved to a separate dropdown menu below the list header. In Configure > Account > Sales Teams, the Detail and Members tabs have been combined in a single pane.

    EPIC-34298, EPIC-34208, EPIC-33898, EPIC-33251, EPIC-32771, EPIC-32545, EPIC-32544, EPIC-32395, EPIC-32393, EPIC-32281, EPIC-31962, EPIC-31959, EPIC-31944, EPIC-31923, EPIC-31914, EPIC-31912, EPIC-31907, EPIC-31906, EPIC-31854, EPIC-31808, EPIC-31803, EPIC-31801, EPIC-31762, EPIC-31738, EPIC-31617, EPIC-31410, EPIC-31409, EPIC-31408, EPIC-31407, EPIC-31353, EPIC-30253, EPIC-27585, EPIC-34658, EPIC-35162, EPIC-31734, EPIC-31011, EPIC-31804

    Policy

    • To ensure seamless Download functionality regardless of commission agreement type, the options to enable Multi-term Pr/Br commission schedules for personal and commercial lines have been temporarily removed from Configure > Policy > System Settings. Previously, some areas of Download failed when you received a renewal for a policy that used one of these commission schedules. Applied will restore multi-term commission functionality for personal and commercial lines once we have resolved this issue to make a full range of commission agreement options available for all types of business.

    EPCL-60033

    • Custom form integrations imported from Microsoft Excel in Configure > Policy > Integration generate the correct field types when you install a new version of the custom form. Previously, importing the new version sometimes changed the Target Data Type of all ComboBox fields to Text, even if you had not made changes to the Target Field.

    EPCL-58616

    • The Microsoft Excel output for the Run Custom Form Conversion action (for Epic Forms) in Configure > Policy > Custom Forms includes policies that use the custom form but have no data entered in it. Previously, it omitted these policies, although they converted successfully.

    EPCL-56618

    • An Ivans Product Code field has been added to Configure > Policy > Types to facilitate Direct Bill Commission Download for benefits policies, which is only available to select customers at this time. If you do not use Direct Bill Commissions Download for benefits, you can disregard this field when configuring policy types.

    INTF-28936, INTF-28760

    • The Policy/Plan Forms List that displays when you perform the Create Conversion Mapping action in Configure > Policy Custom Forms has been updated for improved clarity. The Label column has been renamed Form Name, and a Category column has been added to help you distinguish similar forms. Explanatory text has also been added to the Clients column.

    ATX2-2052

    • In Configure > Policy > Policy/Plan Forms, the Clone action in the Forms Builder (as well as related labels) has been renamed Copy for consistency with similar functionality elsewhere in Applied Epic. The functionality itself remains the same.

    ATX2-1982

    • The Add Field popup in the Policy/Plan Form builder in Configure > Policy > Policy/Plan Forms has been updated. The search field has been relabeled and the Field Type dropdown has been removed (as the search field itself allows you to search by field type). The Create New Field button has been moved to the lower right corner for a button layout consistent with many other Applied Epic pop-ups. The search results display multiple columns of information to help you locate the correct field (such as Label, Type, Occurrences, and Unique Field ID). The redesigned pop-up makes it easier to locate and reuse existing fields for consistency across your organization’s forms and easier maintenance, rather than creating redundant fields.

    ATX2-1938

    • When you perform the Copy action from the form list in Configure > Policy > Policy/Plan Forms, the copy opens in draft mode in the builder, where you can edit the form title. Previously, you had to locate the copied form in the form list and perform the Edit action to change its title.

    ATX2-1934

    • When you create a conversion mapping in Configure > Policy > Custom Forms, a streamlined preview of the form displays (which resembles the preview in Configure > Policy > Policy/Plan Forms > Form Builder). Previously, the preview resembled the Edit view of the form, which was more cluttered.

    ATX2-1931

    • An issue has been resolved that previously resulted in the following problems in the Form Builder area of Configure > Policy > Policy/Plan Forms and on the published forms themselves:

    • Missing dropdown or radio button options for agency-created fields

    • Field inputs failing to populate on the form

    • Errors when you expanded a section in Form Builder

    ATX2-2167

    Security

    • In Configure > Security > Logins, you can create as many Applied Support logins as necessary to allow Applied Support personnel to assist you in troubleshooting issues. Previously, you could not create additional Applied Support logins if all of your organization’s seat licenses were in use.

    EPCL-52591

    SMS

    • Auto-reply messages set up in Configure > SMS > System Settings using the browser interface send at the times you define. Previously, they sent an hour too early.

    EPIC-34483

    Utilities

    Reassign

    • When you preview a producer/broker reassignment, the system creates the CSV file correctly. Previously, the system created a file named CSV with no extension, which was difficult to open.

    EPCL-57695

    Interface

    Download

    • When you close a Suspense area using File > Exit on the menubar or Applied Epic’s close button, other users can access the area. Previously, the system retained your system lock even after you had closed the page.

    EPIC-9048

    • When an eDocs & Messages code is configured to Always send to suspense, has Override with custom attachment description selected, and the custom Description contains a Service Summary merge variable in Configure > Interface > Company/Broker, eDocs with that code no longer create duplicate activities.

    EPCL-57498

    • When Download updates the Additional Parties, Adjustor, or Payments sections of a claim, it also updates the Last Updated value on the claim. Previously, this placeholder did not reflect the update.

    EPCL-57433

    System

    Bulk Data Extract

    • Performing a Bulk Data Extract operation on Service Summary rows no longer results in an Execution Timeout Expired error. Please note that the system must apply a new index for this fix to take effect, so you must recreate the BDE database.

    EPCL-23878

  • March 2024

    16.342.13

    Change Log

    Date	Note	Jira ID
    March 15, 2024		Added EPIC-35081 to EPIC-35579
    March 14, 2024	To give you a visual cue when more information is available than will fit on your display, tables (lists) on Policy/Plan Forms display a shadow on their right edge, in addition to a horizontal scroll bar.	ATX2-1932
    March 14, 2024	Field labels for GUIDs (Globally Unique Identifiers) have been updated throughout the Policy/Plan Forms Builder in Configure > Policy > Policy/Plan Forms to use the following user-friendly terms: Unique Form ID Unique Section ID Unique Subsection ID Unique Field ID	ATX2-2072
    March 14, 2024	In Configure > Policy > Policy/Plan Forms, the Publish button in the Policy/Plan Forms Builder has been replaced with a Review and Publish button. This button displays a preview of the form and an explanation of what will happen when you publish. You can proceed to publish the form or continue editing. A dedicated Preview button has also been added, so you can preview a form in process without having to locate the Preview option in a dropdown.	ATX2-1929
    March 14, 2024	In Configure > Policy > Policy/Plan Forms, you can click and drag the lower right corner of Paragraph (text-area) fields in unscheduled portions of the Policy/Plan Forms Builder to resize them (for example, to reduce the need for scrolling in fields where long entries are likely). The fields will display on the published form at the size you specify.	ATX2-1952
    March 7, 2024	Leaving Applied Epic tabs inactive no longer causes pages to load blank or results in Program Alert errors.	EPIC-35579
    March 1, 2024	A User Personalization section has been added to Configure > Security > Logins, where Enterprise Admins can assign one or more job roles to each user. These job roles represent the user's functional role in your organization and will be used to create personalized experiences across the Applied portfolio. Currently, the job role selections only determine functionality available within Epic Dashboards. This section displays for all organizations running Applied Epic Application Server November 2023 or later, even if you are not part of the Epic Dashboards early adopter program.
    February 27, 2024	Applied Pay payments create transactions and activities if configured to do so. Previously, payments made during or after the afternoon of February 23, 2024 did not create transactions or activities if your organization was running Applied Epic Application Server November 2023 or earlier. Please note that you must manually create transactions and activities and apply credits to debits for any payments you received during this outage.	EACT-2702
    February 27, 2024	Applied Pay payments no longer close open Binder bill transactions when they automatically apply credits to debits.	EACT-2689

    Before You Begin

    System-wide

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.31.11) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them.

    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.

    What’s Improved?

    System-wide

    • You can add Sticky Notes if you do not also have permission to edit Sticky Notes. Previously, your Sticky Notes did not save.

    EPIC-27874

    • An issue has been resolved that sometimes caused the system to become briefly unresponsive when you typed in a dropdown menu.

    EPIC-34250

    • Items that generate multiple notifications (including invoices and On-Demand reports) generate successfully when you have multiple Applied Epic tabs open. Previously, you had to close all other Applied Epic tabs or log out of Applied Epic to generate these items.

    EPIC-27008

    • Leaving Applied Epic tabs inactive no longer causes pages to load blank or results in Program Alert errors.

    EPIC-35579, EPIC-35081

    Applied Pay

    • Debit balance transactions associated at the Account level display in the Transaction view on the Payment from Client page. Previously, only transactions associated to a policy or line displayed, unless you were an Enterprise Admin.

    EACT-2565

    • Applied Pay payments create transactions and activities if configured to do so. Previously, payments made during or after the afternoon of February 23, 2024 did not create transactions or activities if your organization was running Applied Epic Application Server November 2023 or earlier. Please note that you must manually create transactions and activities and apply credits to debits for any payments you received during this outage.

    EACT-2702 - Resolved in hot fix, February 28, 2024

    • Applied Pay payments no longer close open Binder bill transactions when they automatically apply credits to debits.

    EACT-2689 - Resolved in hot fix, February 28, 2024

    Email

    • An issue has been resolved that occasionally prevented the Attach to page from closing when you clicked Finish after attaching an email from the Applied Epic Outlook Add-in. Previously, a Program Alert error occurred if you clicked Finish a second time.

    EPIC-33125

    Accounts

    Activities

    • You can tab through the fields in a pop-up related to the non-transformed Add an Activity page for activities related to attachments after a notification closes. Previously, focus returned to the page behind the pop-up.

    EPIC-25740

    • You can delete the Reminder Date/Time entries from an existing activity. Previously, clearing these fields made them required and resulted in a validation error when you tried to save the activity.

    EPIC-27009

    • When you perform an action on an activity after navigating away to the Policies area and performing a policy action, the Actions menu populates with only options relevant to activities. Previously, it also displayed policy actions.

    EPCL-56722

    Attachments

    • The system no longer removes spaces from attachments’ file names when you open them.

    EPIC-20999

    Contacts

    • You are prompted to save changes when you navigate away from the transformed Contact Detail page using the navigation panel. Previously, no prompt displayed and the system discarded your changes.

    ECRM-6959

    Quotes

    • An issue has been resolved that sometimes prevented the Start Website Quote option in Epic Quotes Personal Lines from opening.

    Market: US

    EPIC-31751

    Policy

    • You can edit the Item # in the Renumber Scheduled Items popup for an In-Process Equipment Floater policy. Previously, the Item # field was blank and read-only.

    Market: US

    EPIC-31802

    Custom Forms

    • You can change the sort order of lists on schedule screens on custom form policies, as you can in the Applied Epic desktop interface. Previously, column headers in these lists did not display sort arrows when you accessed them from a web browser.

    EPIC-28838

    Epic Forms

    • To give you a visual cue when more information is available than will fit on your display, tables (lists) on Policy/Plan Forms display a shadow on their right edge, in addition to a horizontal scroll bar.

    ATX2-1932

    Reports

    • You can use File > Exit to close the Layout Builder. Previously, this option had no effect.

    EPIC-16704

    • When Multilingual Reports is deselected in Configure > International > Regional Settings, the Layout Builder saves the changes you make. Previously, layouts opened for editing with a language setting other than the Applied Epic default, which meant that the layouts available for use in the system did not reflect your changes.

    Market: CA

    EPIC-32349

    Procedures

    Document Management

    • You can drag and drop unrouted attachments to other areas of Applied Epic in another browser tab or window. Previously, this functionality was unavailable.

    EPIC-14897

    Job Management

    • When you click Clear Filter in Procedures > Job Management > Jobs, the list populates with all available items. Previously, items that the filter excluded did not display.

    EPIC-27229

    Configure

    • Visual enhancements have been made to the following pages in Configure for a more modern look and feel:

    • Account > Opportunity Unsuccessful Reasons

    • Activity > Access Levels

    • Activity > Unsuccessful Reasons

    • Activity > Amount Qualifiers

    • Policy > Marketing Carrier Responses

    • Policy > Vehicle ISO Zones

    • Policy > Vehicle Make/Model

    • Policy > Vehicle Symbol/Age Group

    • Proofs > Holders

    • Proofs > Types

    • Real-Time > Finance Company

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. Search fields have been added to the lists on most of these pages, and Include Inactive buttons have been added to Configure > Account > Opportunity Unsuccessful Reasons and Configure > Activity > Amount Qualifiers.

    The Add Company Contract and Add Producer Subcode pop-ups in Configure > Real-Time > Finance Company have been relabeled Add/Edit Company Contract and Add/Edit Producer Subcode, respectively.

    Please note that you can no longer perform actions on list items on these pages by right clicking them. You must use the Actions menu on the menubar or options bar instead. Although you can configure finance companies for Real-Time from the Applied Epic browser interface, Real-Time web edit functionality remains unavailable.

    EPIC-31008, EPIC-31009, EPIC-31010, EPIC-31750, EPIC-31804, EPIC-31806, EPIC-31807, EPIC-31836, EPIC-31837, EPIC-31838, EPIC-31853, EPIC-31909, EPIC-31910, EPIC-31911

    Security

    • A User Personalization section has been added to Configure > Security > Logins, where Enterprise Admins can assign one or more job roles to each user. These job roles represent the user's functional role in your organization and will be used to create personalized experiences across the Applied portfolio. Currently, the job role selections only determine functionality available within Epic Dashboards. This section displays for all organizations running Applied Epic Application Server November 2023 or later, even if you are not part of the Epic Dashboards early adopter program.

    Policy

    • You can drag and drop sections in the Form Design Overview area of Configure > Policy > Policy/Plan Forms to reorder them. Previously, the system did not allow you to do so.

    EPIC-28612

    • Field labels for GUIDs (Globally Unique Identifiers) have been updated throughout the Policy/Plan Forms Builder in Configure > Policy > Policy/Plan Forms to use the following user-friendly terms:

    • Unique Form ID

    • Unique Section ID

    • Unique Subsection ID

    • Unique Field ID

    ATX2-2072

    • In Configure > Policy > Policy/Plan Forms, the Publish button in the Policy/Plan Forms Builder has been replaced with a Review and Publish button. This button displays a preview of the form and an explanation of what will happen when you publish. You can proceed to publish the form or continue editing. A dedicated Preview button has also been added, so you can preview a form in process without having to locate the Preview option in a dropdown.

    ATX2-1929

    • In Configure > Policy > Policy/Plan Forms, you can click and drag the lower right corner of Paragraph (text-area) fields in unscheduled portions of the Policy/Plan Forms Builder to resize them (for example, to reduce the need for scrolling in fields where long entries are likely). The fields will display on the published form at the size you specify.

    ATX2-1952

    Interface

    Download

    • When you clear a filter in eDocs & Messages Suspense, all list items and details fully populate. Previously, blank rows displayed in the list for items that the filter had included, and selecting them caused an error.

    EPIC-33911

  • February 2024

    Build 215

    16.339.2

    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.

    Change Log

    Date	Note	Jira ID
    April 5, 2024		Removed EPCL-55118
    March 15, 2024		Updated wording of EPCL-55118
    March 1, 2024	A User Personalization section has been added to Configure > Security > Logins, where Enterprise Admins can assign one or more job roles to each user. These job roles represent the user's functional role in your organization and will be used to create personalized experiences across the Applied portfolio. Currently, the job role selections only determine functionality available within Epic Dashboards. This section displays for all organizations running Applied Epic Application Server November 2023 or later, even if you are not part of the Epic Dashboards early adopter program.
    February 7, 2024		Removed EPIC-27008
    February 1, 2024	When you edit a Business contact on a non-client account (such as a company or vendor) in the browser interface, your changes save. Previously, they did not.	EPIC-33487
    February 1, 2024		Removed EPIC-28961

    Before You Begin

    System-wide

    Connection Suite

    • For full functionality, please install the latest version of the Epic Connection Suite Package (1.31.7) from Help > Connection Suite or push this update to users’ workstations if your organization manages the installation for them.

    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.

    What’s New?

    Configure

    SMS

    Register SMS action

    Due to recent changes in telecom industry rules, you must complete a registration process to continue using conversational and bulk SMS functionality in Applied Epic. You cannot send messages, add conversational numbers, or change your bulk numbers until you complete the registration form, and failure to register will prevent messages from being sent or received. If you access Applied Epic through the browser interface, perform the Register SMS action from Configure > SMS > System Settings to begin the registration process. If you access Applied Epic through the desktop interface, you must register from the Applied Community. Contact Applied Support for assistance.

    To complete the form, make sure you have the following agency information available:

    • Legal business name and address

    • Tax ID type and number (Employer Identification Number)  

    If you have already completed the registration form on the Applied Community, no further action is necessary.

    Targeted role: Epic system administrators, agency principals

    EPIC-20240, EPCL-41113, EPCL-51479

    What’s Improved?

    System-wide

    • You can access your notification history from previous sessions from Access > Notifications regardless of the browser or workstation you use to access Applied Epic. Previously, you could only access notifications from previous sessions if you logged into Applied Epic from the same browser on the same workstation, and clearing your browser cache also cleared your notification history. Because notifications no longer reside in your browser’s local storage, the system no longer has this limitation.

    Please note that only the most recent 500 notifications load at a time. To view notifications beyond the first 500, take action on these notifications to dismiss them. The system purges notifications more than 168 hours (seven days) old. This enhancement requires Applied Epic Application Server November 2023 or later.

    EPIC-28441, EPIC-29590

    • An issue has been resolved that occasionally resulted in an exception error when you accessed the Select Columns pop-up on any list in the desktop interface after changing your Select Columns preferences on another list in the browser interface.

    EPCL-56158

    • Screen load time no longer displays in the footer in the browser interface.

    EPIC-31580

    • Any options bar buttons that exceed the width of the open browser tab display in a “drawer” in the upper right corner. Previously, the buttons displayed partially or were misaligned.

    EPIC-31744

    • Notification toast messages display in Google Chrome and Microsoft Edge, if applicable, when a Connection Suite update or release notes for an Applied Epic update are available. Previously, an update to these browsers prevented the notifications from displaying.

    EPIC-31605

    • The number 0 displays correctly in lists throughout the system, (for example, in the Order Number # column on the Pr/Br Commissions tab in the Servicing/Billing > Line section of Policy detail). Previously, zero values in lists displayed blank.

    EPIC-30549

    • When you close a browser tab containing unsaved changes, a confirmation message displays. Previously, it did not. When you close the Locate page by closing the browser tab (rather than logging out or using the X button within Applied Epic), the system saves the last Locate by option you used.

    EPIC-28632

    Applied Pay

    • If you select the Include Payment Link option when generating an invoice, the correct amount to pay displays when the insured clicks the payment link. Additionally, the system generates a transaction and activity for any payment made from the link (if configured to do so). Previously, the system doubled the amount and did not create a transaction or activity if you selected a contact other than the account's Primary contact for the invoice. Please note that this fix will not change the amount to pay in any existing links. To provide links with corrected amounts, you must regenerate invoices.

    EPCL-56185

    Connection Suite

    • An issue has been resolved that previously prevented the Connection Suite Package installer from running for some organizations with strict limitations on PowerShell commands. Previously, the installation sometimes failed due to a missing digital signature, especially if the MachinePolicy and UserPolicy were set to AllSigned.

    EPIC-30079

    Email

    • When you select Send Via Email or Attach to Epic in the Applied Epic Outlook Add-in, the following message no longer displays after you click Finish: Leave site? Changes you made may not be saved.

    EPIC-31857

    myEpic

    • Performing a myEpic workflow step that opens a client’s Policies list no longer causes a Program Alert error.

    EPCL-55026

    Home

    • The Activities list on the Home screen has been optimized to reduce the occurrence of errors when you access the Home screen.

    EPCL-55365

    Accounts

    • The spacing of the Life & Health type of business has been corrected wherever it displays in the system. Previously, it displayed an extra space between the ampersand and the word Health.

    EPCL-55686

    • If you have left the Generate transaction for payment checkbox deselected when configuring a Receipt for Payment layout, the checkbox no longer displays selected when users select the layout during the New > Receipt for Payment workflow.

    EPCL-53431

    • Prospective clients display in workflows that open client lookups (such as Distribute Attachments). Previously, they only displayed in lookups if you were an Enterprise Admin.

    EPCL-54086

    Activities

    • Inactive employees no longer populate as the Who/Owner on system-generated activities for policy, claim, and eDocs & Messages downloads. Previously, specific employees assigned as the Who/Owner on activities of these types in Configure > Activity > Codes continued to default as the Who/Owner on new system-generated activities even after they were inactivated. If an activity code’s default Who/Owner is inactive, the Who/Owner defined in Configure > Interface > Company/Broker defaults. Additionally, you can no longer inactivate employees configured as the default Who/Owner in Configure > Activity > Codes for activities related to Download.

    EPCL-55197

    • The Issuing Company Code and Issuing Company Name merge variables populate in the Description when you add an activity associated to a monoline policy or a line within a package policy using the transformed Add Activity page. Previously, the variables themselves displayed in the Description.

    EWFM-3397

    • When you add an activity whose Description contains merge variables that is configured to Update Email Calendar, the variables populate when the activity creates a Microsoft Outlook calendar appointment. Previously, the variables themselves displayed in the name of the calendar appointment.

    EWFM-3453

    Attachments

    • Modernized malware scanning has been implemented for all attachments to ensure the files are safe for consumption. If the system quarantines a file, you cannot open it and a validation message displays, stating that the file failed the virus scan.

    EPCL-55523

    • An issue has been resolved that previously prevented some Microsoft Word documents from sending to your eSignature provider and resulted in slow performance system-wide for other users if you repeatedly tried to re-send the document.

    EPCL-56879

    Clients

    • The servicing role dropdown menus on the Servicing tab of Account Detail have been optimized to open more quickly when numerous employees (for example, hundreds) are available for selection.

    EPCL-55360

    • When you perform a Duplicate Account Check from the transformed Add Account page and select Go to Existing Account, the matching client’s Account Detail page opens. Previously, the Locate page opened instead.

    EPIC-24886

    • The Client Access Log in Access > Auditing has been optimized to return search results consistently. Previously, you sometimes had to select Find repeatedly after performing a search to display results.

    EPIC-22038

    Contacts

    • When you edit a Business contact on a non-client account (such as a company or vendor) in the browser interface, your changes save. Previously, they did not.

    EPIC-33487

    Employees

    • You can edit an employee’s existing State Producer License Number (SPLN) and Tax Identification Number (TIN) on the Identification Numbers tab of Employee Detail. Previously, the following validation message displayed: There can only be one per state.

    EPCL-49351

    SMS

    • If your organization has completed your SMS registration, conversational SMS messages that use a template with a Bulk Use Type other than General no longer fail to send.

    EPCL-55236

    Transactions

    • The Download & Print button that displays in the browser interface when you generate invoices or statements has been updated to a Preview button for consistency with the desktop interface, and the Report Footer of these items contains accurate calculations. Previously, the Report Footer calculations only reflected the last page of the batch, rather than each invoice/statement page break.

    EPCL-55009

    • Transaction detail has been optimized to load Premium Payable information more quickly and reduce the occurrence of errors on transactions with numerous detail rows.

    EPCL-38417

    Policy

    • The If Other field for Personal Injury Protection (PIP) on the Vehicle > Coverages tab of the Michigan Personal Auto Application (ACORD 90MI) has been updated to allow any alphanumeric character. Previously, alphanumeric entries in this field caused the Personal Auto report to fail.

    EPCL-52240, EPCL-54034

    • When you navigate between pages in the Servicing/Billing section, the Servicing/Billing > Policy option on the navigation panel continues to display its label correctly. Previously, the label of Policy option incorrectly updated to the application detail header if you made changes in Policy Detail before navigating away but left a required field blank.

    EPIC-31575

    • Subsections under a policy in the navigation panel display in order and close consistently when you close a policy. Previously, they sometimes displayed out of order or failed to close if pages were loading slowly.

    EPIC-32528

    Claims

    • Information about the selected vehicle populates on the Insured Vehicle screen in claim detail when you add an Auto claim. Previously, you had to select the vehicle again from the Vehicle # lookup in claim detail.

    EPIC-22900

    Epic Forms

    • You can import information to sub-blocks on Policy/Plan Forms using Custom Form Import (on these forms, a block is equivalent to a section and a sub-block is equivalent to a subsection). Previously, some sub-blocks remained blank after import. If you have any existing mapping integrations for Policy/Plan Forms in Configure > Policy > Integration that include fields within a sub-block, you must delete and remap them to take advantage of this change.

    EPCL-55999

    General Ledger

    • If you enter a Bank Account manually (rather than selecting it from the dropdown) when adding a receipt or bank reconciliation, the system retains your entry. Previously, you could not select a Bank Account by typing it unless it was visible in the dropdown options without scrolling.

    EPCL-56919, EPCL-55958

    Receipts

    • When you change the Apply to selection while editing an imported receipt, an error no longer occurs, and PYMT transactions on the receipt no longer save with a 0.00 value.

    EPCL-54882/PMR 347726

    Disbursements

    • You can no longer add disbursements for inactive vendors by entering the vendor’s full lookup code manually (rather than looking up the account).

    EPCL-55577

    • When you edit the Description on a disbursement that offsets an agency other than the default agency associated to the bank account, the system no longer adds a line to the disbursement for the default agency. Previously, this erroneous line caused the disbursement to file out of balance for the non-default agency and resulted in inaccurate calculations on the Status of Accounts, Balance Sheet, and Income Statement reports.

    EPCL-53430

    Import

    • When a transaction code is configured with the Both option for Policy bill in Configure > Accounting > Transaction Codes (that is, both agency bill and direct bill), Direct Bill Import no longer saves transactions of this type as Bill broker net if their associated policies are defined as Agency bill. Previously, the broker commission for these transactions saved with a Closed payable status, which prevented them from displaying on Pr/Br Reconciliation statements.

    EPCL-53867

    Reconciliations

    • When each part of a multi-carrier split is on a finalized statement and you reconcile the producers and brokers on the split, finalize their statements, then reopen one of the finalized Pr/Br statements and unflag items, the system unreconciles all the splits. Previously, it left them reconciled.

    EPCL-52242

    • Already-reconciled direct bill split commission transactions that had producer/broker commissions no longer display on subsequent reconciliation statements. Previously, reconciling the second part of the split on a different statement than the first caused the first part of the split (from the closed statement) to display on the In-Process second statement the next time you opened it.

    EPCL-54523

    Reports

    • Invalid fieldsets no longer display in Layout Builder in the browser interface. Previously, including a field from an invalid fieldset on a layout resulted in errors when users ran the report.

    EPIC-29830

    Procedures

    Document Management

    • An issue has been resolved that previously prevented emails from being delivered to monitored email addresses in rare circumstances following a service outage.

    EPCL-53883

    Job Management

    • An issue has been resolved that occasionally caused marketing campaign jobs to fail with the following error: Could not find jobcapsule for : [JobID]. Previously, you had to rerun these jobs.

    EPCL-54371

    Configure

    • Visual enhancements have been made to the following pages in Configure for a more modern look and feel:

    • Account > Contact Languages

    • Account > Inactivation Reasons

    • Account > Individual Name Suffixes

    • Account > Opportunity Products

    • Policy > Billing Plan

    For clarity, the Finish buttons on these pages have been relabeled Save, and the Add command buttons have been relabeled Save & Add Another. An Exclude Inactive button has been added to the Opportunity Products list for filtering. The search functionality in Contact Languages has been simplified, and an Include Inactive button has been added. All other functionality remains the same.

    EATS-638, EPIC-32569, EATS-605, EPIC-31855

    Accounting

    • Selecting the Allow binder bill transactions option in Configure > Accounting > System Settings for the first time no longer causes an exception error.

    EPCL-55952

    Policy

    • You can load the Cover Pages/Proposal Documents list from the view filter in the header of Configure > Policy > Summary/Proposal Templates. Previously, the list displayed a red X.

    EPCL-52241

    Security

    • Configure > Security > Users has been optimized to reduce the occurrence of errors when you add or remove structure combinations from a user in a database with numerous structures (hundreds or more).

    EPCL-54814

    • An issue has been resolved that resulted in an unintended change to a user’s Structure Access in extremely rare circumstance when you performed the Change Database action in Configure > Security > Users.

    EPCL-56134

    • A User Personalization section has been added to Configure > Security > Logins, where Enterprise Admins can assign one or more job roles to each user. These job roles represent the user's functional role in your organization and will be used to create personalized experiences across the Applied portfolio. Currently, the job role selections only determine functionality available within Epic Dashboards. This section displays for all organizations running Applied Epic Application Server November 2023 or later, even if you are not part of the Epic Dashboards early adopter program.

    Interface

    Download

    • When the Allow update for In-Process policies checkbox is deselected in Configure > Interface > System Settings, you can assign downloaded items to in-process policies from Policy Suspense. Previously, these policies did not update and no message displayed on the Communication Log.

    EPCL-55905

    • If Suspense reprocessing is enabled in Configure > Interface > System Settings, the system reprocesses unassigned policies, claims, and eDocs from Suspense when a related policy download updates relevant matching criteria. Previously, these related items remained in Suspense.

    EPCL-55208

    • Comments display consistently in Direct Bill Suspense when you navigate between transactions on a statement. Previously, comments sometimes failed to display in the Comments column in the list or in the Comments area on the right, especially if you had applied a filter to the list.

    EPCL-51884

    • When you receive a Year value for the Other Optional Coverages/Endorsements section of a Homeowners policy from Download, an Error downloading element: 6CVH25 message no longer displays on the Communication Log.

    EPCL-54417

    Real-Time

    • Rating a package policy containing a Business Auto line no longer causes an exception error.

    EPCL-55058

    • You can run Inquiry transactions from the eServicing ribbon through the browser interface. Previously, the results of these transactions did not display.

    EPIC-28044

    Software Development Kit: What’s New?

    General Ledger—SDK

    Journal Entries

    • Description: An ApprovalStatus property has been added to support the Journal Entry Approval Process available in Applied Epic.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._get._generalledger.JournalEntryFilter

    schemas.appliedsystems.com.epic.sdk._2011._01._generalledger.JournalEntry

    • Methods

    Get_GeneralLedger_JournalEntry

    Insert_GeneralLedger_JournalEntry

    Update_GeneralLedger_JournalEntry

    • Properties

    ApprovalStatus

    ESDK-2791, ESDK-2788

    • Description: An Action_GeneralLedger_JournalEntrySubmit method has been added to enable you to submit journal entries for approval through the Applied Epic SDK, consistent with Applied Epic.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._generalledger.JournalEntry

    • Methods

    Action_GeneralLedger_JournalEntrySubmit

    • Properties

    N/A

    ESDK-2789

    Software Development Kit: What’s Improved?

    Accounts—SDK

    Transactions

    • Description: Tax/fee transactions update the Billed premium on the relevant policy when configured to do so. Previously, they did not.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._account._transaction._action.GenerateTaxFee

    • Methods

    Action_Transaction_GenerateTaxFee

    • Properties

    N/A

    ESDK-2837

    Quotes (U.K.)—SDK

    • Description: The Superseded quote status displays in search results returned by the Applied Epic SDK, consistent with Applied Epic. Previously, Superseded quotes displayed other statuses, such as Incomplete or Rated.

    • Classes

    Quote

    • Methods

    POST api/quote_search/

    • Properties

    N/A

    ESDK-2747

    Policy—SDK

    Actions

    • Description: You can call Action_Policy_ChangePolicyEffectiveExpirationDates to change the effective date of an Issued cancellation through the Applied Epic SDK, consistent with Applied Epic. Previously, a validation error displayed, stating that all Service Summary rows’ Effective dates must fall within the policy term.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._account._policy._action.ChangePolicyEffectiveExpirationDates

    • Methods

    Action_Policy_ChangePolicyEffectiveExpirationDates

    • Properties

    ChangeEffectiveDateTo

    ESDK-2871

    General Ledger—SDK

    Activities

    • Description: The Insert_GeneralLedger_Activity method has been updated to enable you to insert activities associated to the Submit Journal Entry action and the Reject option in the Journal Entry Approval Process, consistent with Applied Epic.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011._01._common.ActivityV1

    • Methods

    Insert_GeneralLedger_Activity

    • Properties

    N/A

    ESDK-2792

    Journal Entries

    • Description: You can no longer void a journal entry with a Working, Rejected, or Submitted status if the Journal Entry Approval Process is enabled, consistent with Applied Epic.

    • Classes

    schemas.appliedsystems.com.epic.sdk._2011.01._generalledger.JournalEntry

    • Methods

    Action_GeneralLedger_JournalEntryVoid

    • Properties

    N/A

    ESDK-2790