AIM Release Notes 2024 R1

April 26, 2024

Vertafore is pleased to release AIM 2024 R1. With each release, we are incrementally improving and updating AIM to provide you with the best possible experience.

Feedback

https://support.vertafore.com/

Feature Enhancements

AIM Web Services

The Fee Calculator is now available!
The password in the ws.properties file is now encrypted, versus being displayed in clear text.
The "Decline Action" function is now available!
The "Bind" action process now allows for re-bind!

Click the link below to reach the primary AIM Web Services page:

https://link.vertafore.com/VERTAFORE/documentation/AIM/introduction

AIM

AIM-I-544: AIM/ImageRight Integration

Users were previously unable to open a document from "Activity" that was saved in ImageRight from AIM, when saved to an existing document in ImageRight.

Now, documents created directly in ImageRight, as opposed to from AIM, can have AIM-generated documents added to them, with direct access via the Activity tab.

AIM/ImageRight Integration

The AIM\IR integration has been updated to resolve integration issues whenever the ImageRight database is stored on an Oracle server.

AIM/VPI Integration

A map file now exists for the garage UAR tab in AIM to VPI. This exposes UAR to VPI, adding the ability to export UAR - Garage data to VPI for issuance.

HTML Help Files Removed

Old help files that used HTML formatting have been removed. All Help links and buttons have been updated to connect to AIM online help.

LOB Display Issues

Previously, limits and deductibles that were configured to display certain LOBs did not display them within Product defaults.

Now, when configuring deductibles in the DMU under Products > Product Detail > Limits/Deduct, newly added default deductibles display properly as a product default when quoting.

AIM—Accounting

A1-I-1186: Accounting Enhanced Security — General user permissions, investigation and overhaul

Accounting-enhanced security settings for journal entries and batch posting\editing have been improved, along with menu options and speed-bar buttons, to allow for more precise control of various processes.

A1-I-944: Enhanced Security — User should not be able to post their own journal entity batch

Accounting-enhanced security settings have been improved in regard to JE editing and the posting of one's own batches, or those of others.

AIM-I-19: Account Detail Report

The Account Detail Report now has a checkbox titled "Break by Entity." When this option is checked, the report will be sorted by both entity and the selection from the Report Sort Order box, plus the report will be broken down and subtotaled by Entity.

Lockbox Enhancements

On the Lockbox Import form, a "Default Client" option has been added so that, if no match is found, the default Client ID will be used.
On the Lockbox Import form, both the Agent ID and the Name fields can be used as search fields by clicking in the grid.
On the Lockbox Import form, an Errors tab was added to display any import errors in a grid that can be exported to Excel.
In the Select Account window, the look-up process for an ID will no longer be limited to just agent records.
In the Lockbox Configuration window, a Delete button has been added; it is available only when the selected profile does NOT have an associated bank account.
In the Lockbox Configuration window, the account grid is now available on a read-only basis.
In the Lockbox Configuration window ["Details" tab], the labels for "Agent Name" and "Agent ID" have been changed to "Client Name" and "Client ID" to accommodate the new searching and matching updates.

Data Maintenance Utility (DMU)

DMU > Agent > Agent Detail > Access > Quick Add > Make the authorized teams a tree view

In the DMU, under Agent > Agent Detail > Access, the "Authorized Teams" form has been reworked into a Multi-Team Selector tree view form.

Defects Fixed

As we continually strive to reduce our backlog of production defects, here is a list of defects fixed since the last major release:

Support Case	Defect No.	Title	Description
3660954	DE43957	Claims Tracking Fields Incorrect in AIM	Resolved an issue in AIM's "Claims Tracking" viewer where the "Cause of Loss" and "Loss Type" fields were displaying incorrect information.
3661278	DE43956	FASB Posting Issue on DBI Installments	Resolved an issue where, when using an FASB installment plan on a DBI invoice, the installment invoices were being incorrectly posted to "DBC Commission Expense" instead of to the default "AP Account ID" and "AR Account ID."
3698982	DE44546	DS10290: "Rescind Non-Renewal" Not Updating Policy Status Back to PIF or BIF	Resolved an issue where rescinding a non-renewal would not always return its quote status back to the correct value. See "Test Execution Suite" link here.
3702399	DE44779	DS10313: Cannot Add Account to COA	Resolved an issue where, when adding to the master chart of accounts, a message that required an entity was being displayed incorrectly.
3703721	DE44781	DS10324: Default Bank Account in Setup Allows Inactive Bank Account to Default to Batches	Resolved an issue where inactive bank accounts were available to select when creating batches. NOTE: Inactive bank accounts will no longer be populated when "spacGetBankAccounts" is used.
3719299	DE45475	DS10434: Attachment Options Unavailable	Resolved an issue in AIM where records on the "Attachments" tabs were not synchronized while a user scrolled through a group of quotes.
3719637	DE46556	"400 Bad Request" when Creating Additional Submissions from AIM	Resolved an issue in AIM's integration with ImageRight, where creating a new Insured file could result in a "400" error when using an Oracle database.
3722958	DE45476	DS10444: Renewal Rule when Step Names are Duplicated	Resolved an issue in AIM's integration with ImageRight, where renewal quotes that used workflows could be renewed with tasks for a different workflow.
3738639	DE45889	DS10495: "LOBDistribSched" Not Null when "LOBDistrib" Column is Null	Resolved an issue in AIM where renewed policies were not always clearing out premium distribution information, for situations where only one line of business was assigned.
3746562	DE46176	DS10531: “PayTypeDesc” Field Not Reflected in AIM for TSU Wire	Resolved an issue in AIM Accounting where payment methods with long codes could get dropped on "Cash Receipts."
3746812	DE46177	DS10532: Display of Policy Number in Claims	Resolved an issue in the Claims Management System where long policy numbers did not fully display at the top of the file.
3783153	DE47234	DS10665: Unable to Print Checks	Resolved an issue where the "Check Print" function showed an error whenever the name of a printer exceeded 64 characters. Now, a printer name can contain up to 255 characters.
	DE42497	Scrolling Delay Issues	Resolved an issue in AIM where new quotes were occasionally causing an access violation when users opened the "Quote" window.
	DE46418	AIM "Tax Detail" Button Enabled	Resolved an issue in AIM where scrolling through a group of quotes caused the "Tax Detail" button to be disabled or improperly enabled.
	DE44431	AIM/VPI: "Export to VPI" Button Not Enabled	Resolved an issue in AIM where the VPI and VPB buttons may not have been correctly enabled when scrolling through a group of quotes.
	DE46797	UAR GL Record Not Associated to Correct QuoteID	Resolved an issue in AIM where the :QuoteID" in a GL record may not have been assigned correctly.
	DE47020	"Document Attach" Displays All Documents (RTF, PDF, etc.)	Resolved an issue where, when generating a document and clicking on the "Attach" button, all document types were being displayed under the Attach Documents tab. Now, only those templates designated as an RTF Template will be displayed under the Attach Documents tab.
	DE47266	Doc Designer: PDF form when Trying to Test Results in AV	Resolved an issue where the "Test" button was not functioning correctly within Document Designer, whenever a user attempted to test changes made to a document template.

Certified Applications

To view the database management systems, operating systems, and third-party applications that have been certified as compatible with Agency Information Manager, see the Certified Applications topic.