Sagitta 2024 R2.2.0 Release Notes

Welcome to modern browsing in 24R2! Sagitta windows now operate independently and eliminate the need for the Home page to be open. Each section will highlight various user interface enhancements.

ENHANCED VIEW IS THE ONLY VIEW

• The classic home page view has been replaced by the Dashboard page

• Edge in IE Mode is no longer supported, and you must access Sagitta through a Chromium Browser (Chrome or Edge)

  For a seamless experience when using Chrome or Edge on your workstation, there are settings that should be established prior to accessing Sagitta: Pop-ups are allowed for *.vertafore.com if you are an online user Sleep mode is turned off for Vertafore sites Cache is cleared Refer to Online Help for step-by-step instructions for Sagitta and Google Chrome or Sagitta and Edge.

• The Settings options "Enable Enhanced Display" (not applicable for users using Edge in IE11 mode) is no longer displayed.

  Setting in 24R2

  

  Setting prior to 24R2

  

NEW GLOBAL NAVIGATION

Global Navigation is new and consistent across all pages, including secondary pages.

Dashboard

Clients

Accounting

Other

Download

Notable Global Navigation elements:

• The Home page link has been renamed to Dashboard and is shown on secondary pages.

• Clicking on the Sagitta logo will access the Dashboard

• The Interface link has been renamed Download

• The Close button has been removed from secondary pages

• The Client Communications icon will access Send Email in the same window. Right click on the icon and select "Open link in a new tab" for an improved experience.

  

• The Help icon will access Sagitta Help and Privacy Statement and opens each element in a new tab.

  

• The active user section drop-down menu will display Settings and Log Out across all pages.

  

MULTIPLE BROWSER TABS AND URL NAVIGATION

Removing the Home Page dependency introduces a new work approach in Sagitta. Instead of having the Dashboard always active, with secondary pages always shown in separate windows, each page now becomes independent and can work separately, even if the Dashboard is closed. Internal Sagitta links will open in the same window, whereas external links will open in a new tab.

Here is the new multi-tab workflow:

• You can have multiple pages open, or no Dashboard pages open, to work with Sagitta

• A left mouse click on a navigation icon will redirect your current view to the destination page without opening a new window (except for the “Settings” Global Navigation item)

• These functions continue to open in a separate window

  • Opening Policy, Policies, Loss ID, Claims, Invoice Number links from the Client Search page

  • Prior/Next Term links on the policies

  • View Purge History for clients

  • Add a new client

  • Policy Info, Insured links on the memos when user opens them from the home activities page.

• A right mouse click on an option or page on the Dashboard, or on the Utilities page, provides access to the selected page or option in a new tab or window.

  

• Exceptions:

  • Pages that already open in a new window (e.g., Utilities > Vertafore Services > InsurLink Admin)

• You can duplicate your current tabs by using browser-duplicate functionality with a right click on the top of the tab and then selecting Duplicate

  

• Logging out can be done from any open page in the current session. The page from which the logout is selected is redirected to the Login page for non-SSO logins, or to the Logout View for SSO. All other tabs will display this message: "You have been logged out of Sagitta."

  Multiple tabs open

• 

• Main Page will display Login page for non-SSO login

• 

  Main Page will display Logout page for SSO

  

  

  Remaining tabs are logged out with Sagitta message

  

MORE BROWSER FEATURES

• Back, Refresh and Close (x) buttons will not trigger a Sagitta logout

  • Back navigates you to the previous page

  • Refresh refreshes your current page

  • Close (x) closes your current tab

• New prompts will be displayed when you attempt to leave a page before changes have been saved, or if you are trying to log out and have unsaved work on any tab.

  

WIDGET UPDATES

The Expiring Policies and Aged Receivables widgets now support a large number of Policies and Sales records in the system.

DIRECT URL NAVIGATION

Many Sagitta pages can be accessed by pasting a URL directly into the browser. Therefore, when you log out and the session is active, you immediately access that page.

These pages include the following:

• Global Navigation (Dashboard, Clients, Accounting, Other, Download and Email)

• Direct links from Dashboard widgets to Client, Policy, Claims and View Invoice

• Utilities, System Software Report and View All Processed Reports

You can save the URL as a bookmark and then return to that page.

If you are not logged in, you are prompted for your credentials and then automatically redirected to the desired destination.

BLOCKED STATE

With the introduction of direct links and bookmarks , you can access pages even when Sagitta is in a blocked state. A blocked state is when you are on a page and the page behind it is masked. Examples include history views, importing or exporting units, timeout inactivity, or accessing the Settings window.

If you try to open another window or duplicate the tab, you will receive a new Sagitta Processing page with the following view.

This action prevents any interruption of the ongoing process until the process is complete, or until the window is closed.

Once the process has been completed, the processing page can be refreshed, and corresponding content loaded.

SPEEDLINK CHANGES

There are updates to the SpeedLink session life-cycle. There is no session termination after closing the Dashboard page — or any other tab — even when it was the only active page.

SpeedLink terminates a session after a user has been inactive for a given amount of time.

This setting can be managed in the SpeedLink Admin Page under Configuration > Idle Timeout Minutes. For additional information, please refer to the "SpeedLink 3.3.1.0 Web Services Install" document.

Watch the demo on Sagitta Modernization.

Insurers and Payees addresses now use an API called Melissa Data to perform address lookups for U.S. addresses. Search by using type-ahead auto-completion in the Address #1 or Mail Address field to select the best match. An address validation indicator checkmark (Melissa Address Key or MAK in Report Builder and ODBC) next to the Address section will display different colors of verification.

INSURER CODES ADDRESS VALIDATION

On the Insurer Codes page, valid addresses are displayed in a drop-down after typing two characters in the Address #1 field. Continue typing until the desired address is shown. Select the address to prefill the Address #1, City, State, and Zip Code. Address #2 does not usually populate Melissa Data, but it can be added manually.

After the address is populated, the checkmark next to the address will show up Green. Hover over the check mark to display a tool-tip of Address Validated.

The checkmark will show Yellow when Address #2 is entered. Hover over the checkmark to display a tool-tip of Address #2 Modified.

The checkmark will show Gray when Address #1, City, State or Zip Code is modified, or when a user bypasses the drop-down options and manually enters the address. Hover over the checkmark to display a tool-tip of Address Not Validated.

If an Address in Insurers and Payees page is not previously validated but is still a valid address as presented in Melissa Data, clicking on the checkmark will validate the address by turning it green.

A payee with a validated address, added to the Insurer Code, automatically updates the Insurer Code Address as Address Validated.

PAYEE CODES ADDRESS VALIDATION

On the Payees Code page, valid addresses are displayed in a drop-down after typing two characters in the Address #1 field. Continue typing until the desired address is shown. Select the address to prefill the Address #1, City, State, and Zip Code. Address #2 does not usually populate from Melissa Data, but it can be added manually.

After the address is populated, the checkmark next to the address will show up Green. Hover over the check mark to display a tool-tip of Address Validated.

The checkmark will show Yellow when Address #2 is entered. Hover over the checkmark to display a tool-tip of Address #2 Modified.

The checkmark will show Gray when Address #1, City, State or Zip Code is modified, or when a user bypasses the drop-down options and manually enters the address. Hover over the checkmark to display a tool-tip of Address Not Validated.

If an Address in Insurers and Payees page is not previously validated but is still a valid address as presented in Melissa Data, clicking on the checkmark will validate the address by turning it green.

ADDRESS VALIDATION TIPS

• When an address with a ZIP Code that does not exist in the Sagitta database is selected from the drop-down options, the new ZIP code is added to the ZIPS file.

• P.O. Box numbers are returned without the periods, e.g., PO.

• Most P.O. Box numbers are not included as part of the validated address drop-down options.

• Search for Apartment by using Apt or Suite using Ste. or Ste (Suite).

Watch the demo on Address Validation.

PASSWORD RESTRICTIONS PAGE UPDATED

The Password Restrictions page has been updated for a higher level of cyber security by removing the options for Password Not Required and Password Never Expires. Passwords are also now required to be a minimum length of 15 characters. A 15-character password provides more entropy and complexity for attackers to decipher, making it more difficult to crack.

If your agency had Password Not Required prior to 24R2, existing users will be prompted upon login to reset their password to a 15-character minimum password.

Password Expires in ___ Days is now mandatory. A blank field or number that exceeded 91 days or more prior to 24R2, is now displayed with the industry standard of 90 days. This field is editable and can be set anywhere from one to 365 days.

Minimum Password Length ___ characters is now mandatory, and the minimum length is 15 characters. If the field was left blank prior to 24R2, the 24R2 installation will default to 15.

INTEGRATION ACCOUNT DROPDOWN ON STAFF CODES

Integration Account is a new drop-down field on Staff Codes. This element allows integrating products to use a Sagitta login with a password that does not expire. This user does not have access to the Sagitta user interface and is restricted from resetting his/her password on the login screen.

Once 24R2 is loaded, a report is generated with a list all staff codes that were previously set to never expire. This report can be found in Processed Reports for the user that is listed on the Overnight UTM Process Parameters, Staff ID for UTM reports.

Review each Staff Code and, if they are not a staff used with integrating partners, go to Staff Codes to reset their password.

If they are a staff used with integrating partners, update the Integration Account drop-down to "Yes" for each code. The following toast message is displayed:

A new section is displayed, Reset Password for Integration Accounts, to add a New Password and Confirm Password. Enter the password that complies with the Password Restriction parameters. Click "Save" and the staff code’s password will not expire.

Reset Password link on the top of the page no longer displays for Integration Account Staff Codes after the New Password and Confirm Password are entered and saved.

TEMPORARY PASSWORD MINIMUM LENGTH UPDATED

The temporary password listed in the email for a password reset is now 15 characters in length.

Watch the demo on Password Enhanced Security.

A new Download Agent version is included as part of Sagitta 24R2.

There is now an online checkbox to support the new AWS configuration of sagitta.vertafore.com. If AWS customers do not run this new DLAgent install and configuration, Unattended Download will not work.

On-premise Sagitta customers must install this new DLAgent, but prior configurations can remain the same.

Refer to the document, Download Agent 1.3 Installation and Configuration.

Project Impact is an initiative to deliver technology enhancements and workflow improvements that make the work of account managers, customer service representatives, and other core agency staff more efficient.

Over the next two years, Project Impact aims to deliver up to two hours of time savings per day for each servicer. This will be accomplished via a combination of Sagitta enhancements from day-to-day activities to major product improvements, with a focus on the most important workflows at an agency.

In 24R2, Sagitta has made the following workflow improvements:

COPY POLICY NUMBER

A policy number can now be copied directly from the Policy Selection List. A link to Copy Policy Number is displayed on the transaction bar of the Policy Selection List.

Select a policy from the Policy Selection List and select Copy Policy Number. A toast message at the top of the page will show the message: Policy Number <policynumber> copied.

The policy number will then be available to paste to another source.

Watch the demo on Copy Policy Number.

DIARY PROMPT IS REMOVED ON A DOWNLOADED POLICY

Previously, a company downloaded policy that was maintained would display the following invalid diary prompt: This diary is closed! Do you wish to continue?

A company downloaded policy with the status of C(losed) will no longer display the prompt after maintaining the policy.

Watch the demo on Diary Prompt is Removed on a Downloaded Policy.

POLICY MULTI UPDATE NOTIFICATION

A new toast message will be displayed at the top of the Policy Details page when a producer is added or removed from the Producer fields and when the Policy Multi Information contains Split Information. Clicking Save will show the following message: You have modified a Producer with a Policy Multi record. Please amend Split Information.

Watch the demo on Policy Multi Update Notification.

REMOVE UNNECESSARY SAVE PROMPT ON POLICY PAGES

There is no longer a prompt to Save, Quit, or Cancel as part of the following scenarios when you access a different policy page or exit the policy transaction.

• The policy page has already been saved

• There were no changes to the page

Exiting the policy transaction

Navigating within the policy pages

User Defined pages that have default values will continue to display the message, You are closing an edited transaction, if the page is exited without changes.

Watch the demo on Remove Extra Prompt for Save on Policy Pages.

NEW COLUMNS AVAILABLE IN CONTACTS AND CLIENT DETAILS

Type Desc and Contact Code Desc columns are available to add to the Contacts grid.

Type Desc and Contact Code Desc columns are available to add to the Client Details, Contact grid.

Refer to Online Help, Changing How a Grid Displays, to unhide the Type Desc and Contact Code Desc columns for CP.400 (Contacts) and CP_100_3_LIS_1 (Client Details Contacts) pages.

In Grid Display, the CP_100_3_LIS_1 heading of Category Codes has been fixed to read Contact Code.

Watch the demo on Contacts and Client Contacts New Columns.

NEW COLUMN AVAILABLE IN HOLDERS GRID AND DATA EXTRACT FOR SUPPLEMENTAL NAME

The Supplemental Name column is available to add to the Holders grid.

Click Excel on the Holders grid. The Supplemental Name column has been added to the data extract and will display the first Supplemental Name.

Export

Refer to Online Help, Changing How a Grid Displays, to unhide the Supplemental Name column for the CP.516 (Holders) page.

Watch the demo on Holders New Column.