Rule changes
- Referral limit for commercial property raised to the new rate card, approved by the Head of Underwriting and recorded in the audit trail
- Renewal letters on a renewals system now quote the reason for every rate change, approved by the Head of Customer Operations
Access and approvals
- Approval routing now sends payments outside the matching rules to the Finance Controller instead of the team queue
Model changes
- A newer model version is approved for document review and listed in the Model register
- Outputs compared side by side on the same records before the switch, signed off by the system owner
- Model register now records which processes each model may serve, and the region each one runs in
- Previous model version kept available for rollback until the Head of Claims confirms the change
- Prompt for the intake summary revised, reviewed by the claims team lead
- Confidence threshold for automatic filing raised, so more cases are handed to a person
- Model provider terms reviewed by legal and attached to the change
Approvals, access, and wording
- Signing limits for the claims desk updated in approval routing
- Standard wording library updated with the revised flood exclusion, approved by counsel
- Contract review now holds any change to a liability cap for counsel, whatever its size
- Access for two departed users revoked across every connector on the same day, confirmed by the security team
Reconciliation, intake, and sign-in
- Removed a retired ledger account from the reconciliation rules, approved by the Finance Controller
- Call transcription moved to a newer model on the model register and tested in the review environment
- Intake no longer calls
summary-model-v3, and claim notes and call summaries now use summary-model-v4
- Multi-factor authentication enforced for every approver on the production sign-in page
Intake and review
- Search intake records by policy number, approved for the service team by the system owner
- The document review queue now shows the clause a decision was based on, beside the decision itself
- Records created by the system carry the time zone of the office that owns them
Model governance
- Document and image model entries now show who approved each model, and for which process
- Each model entry shows the region it runs in and whether it may see personal data
Monitoring and alerts
- Exceptions waiting longer than their agreed time are flagged to the team lead
- Alerts for failed connector calls now reach your on-call engineer and ours at the same time
- Daily checks compare system totals with the system of record and log any difference
- Weekly summary of exceptions handed to a person, sent to the system owner
- Alert thresholds reviewed with the operations lead and recorded as a change
Exception handling
- Exception review on a renewals system now lists each case a person resolved, with the reason they gave and the rule it touched
- A resolved exception can become a rule the system follows next time, once the system owner approves it and the change is recorded
Audit export
- Export the audit trail to your own tools
- Choose any date range, from a single day to a full year, so the trail matches your audit period
Change log
- Every system now keeps a change log of rule changes, connector updates and model changes, each with its approver
Rating rules in review
- New rating rules for small commercial risks tested in the review environment
- Rules go live only after the Head of Underwriting approves the test results
Audit insights
- Group the audit trail by approver to see who signed for what, across every connected system
- Audit filters are saved with the review, so the same view can be shared with your auditors
- Clearer labels: actions taken by the system and actions taken by a person are now shown apart
Connectors: telephony and email
- Calls and emails from policyholders now logged against the right record, through a reviewed connector to the phone system
- Retention for call notes set by legal
Review environments
- Updated letter review queue with tracked changes, side-by-side drafts, and approval history
- New document review queue for the claims team, approved by the Head of Claims
- Test results from the review environment are attached to the change before it goes live
Residency: logs and backups
- Logs and backups now stay in the same region as the data, set on the residency page and approved by the security team
- Backups older than the retention period are deleted on schedule, and each deletion is logged
- Region for each connector shown beside the connection, so reviewers can check it at a glance
Renewals model in review
- Renewal summaries drafted with a newer model, reviewed before release
- Clearer rejection notes: every draft a person rejects is logged with the reason
Draft and publish
- Draft and publish: rule edits are saved as a draft that the system owner approves or discards, with draft and live versions clearly labeled
- Suggested rules from resolved exceptions refine your system only after approval, and a new wording tab keeps standard clauses in one place
- A new statistics tab charts exceptions handed to a person and approvals by role
Review environment v2
- All-new review environment at /review: every change tested on real records, read-only, before it can reach production
- Attach test cases by drag-and-drop, compare outputs against the live version, and record results with the
approval_record field
- Clearer results: every test shows the rule, the record and the expected outcome
Rule library and wording
- 21 new standard clauses
- Updated rule library with search, filters, and the approver for each rule
- New multi-step approval for wording changes, available to counsel. You can also propose a change right from a flagged clause
Access review
- Access rights reviewed across security, connectors, team, approvals, and audit trail, with service accounts listed on one page
- Restrict a service account to specific systems of record when creating or editing it
- Data retention settings confirmed by legal, and a status view on the dashboard shows connector health at a glance
Action logs
- New action log shows every action against the record it touched, with filters and detail drawers
- Search the trail by exact record or claim number
- Source documents previewed in action details
Connectors: systems of record
- Bring your own connectors, with your own authentication and your own network rules
- Per-connector read and write controls, with read-only defaults and explicit write approval
- New
policy_lookup and ledger_lookup connectors, and handoffs to a named person when a record cannot be matched
Reconciliation and close
- Reconciliation rebuilt as a single view that adapts to each reviewer's role
- Month-end close shows unmatched entries instead of a single total, each routed to a person
- Close checklist shows live status for each entity, and sign-off is recorded by the Finance Controller
Model register
- Reviewed model register and new per-model approval records
- Exact model versions, the region each one runs in, and the process each one is approved for, on each entry
Go-live and sign-in review
- System moved to production after parallel running, signed off by the system owner and the security team
- Reviewed sign-in page with your identity provider as the only source of access
Operation