RiskMatch 2025 R2.1 Release Notes

June 4, 2025

Vertafore is pleased to release RiskMatch 2025 R2.1. With each release, we are improving and updating RiskMatch to provide you with the best possible experience. This release focuses on features related to reporting improvements, UI enhancements, and defect resolution.

Enhancements

Enhancement	Description
Removed BenefitPoint Divisions from Division Selector	This enhancement removes duplicate divisions caused by sourcing the same data from two source systems, e.g., an AMS and BenefitPoint.
Customer Retention Mid-PI Enhancement Requests - Wholesale Opportunity Non-Strategic Detail Report	This is a new report that provides details behind non-strategic wholesale partners.
Updated UI to Read "Cross Sell/Up Sell" Instead of "Cross Sell"	We have updated the UI so that it reads "Cross Sell/Up Sell" rather than simply "Cross Sell."
Made "Manager Portfolio" a Broker-Specific Property	The new "Manager Portfolio" feature can be turned on and off by request.

Defects Fixed

Defect	Description
Remove "Prepare Export" Button in Benchmarking & Benefits Benchmarking	Removed the "Prepare Export" button from Benchmarking and Benefits Benchmarking.
Industry-Classifier API 500 Error due to ML Model Response Change	Fixed the "Industry Classifier Report" API so that it no longer returns a "500 Error" due to an ML model response change.
Manager Portfolio: Values Separated by Commas	Added comma-separated values (CSVs) to manager portfolio integers.
Assembler Data Load Failure	Upgraded the JDBC driver to prevent assembler data loads from failing.
View Selected Client Data in Manager's Portfolio Inaccurate versus Selection	The ability to view selected client data in the Manager’s Portfolio view is now accurate within the selection.