AIM Release Notes 2021 R2

Vertafore is pleased to release AIM 2021 R2.

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

Throughout the release notes, the following symbols identify features we developed based on your feedback and enhancement requests:

Your Feedback

Ideas Submission

Release Notes specifically for AIM Web Services are also available to review here: AIM Release Notes Web Services.

Major Enhancements

The following table summarizes the most important enhancements in this release:

Enhancement	Description
AIM to VPI Integration	AIM no longer supports an VPI integration using an embedded IE browser. Now, when clicking the “Policy Issuance” button, VPI will open in a new window of your system’s default browser.
Inland Marine – Transportation - Driver and Vehicle Schedules	The Units at Risk (UAR) - Inland Marine - Transportation section has been enhanced to allow for uploading of .xlsx files with driver or vehicle schedules.
Invoice Transaction Header – Contract Allocation Exporting	You can now export the Invoice Transaction Header – Contract Allocation to VPI for issuance. Please refer to VPI-Acord Integration in VPI for more information.
VPI-Acord Mapping - Homeowners Data	You can now export all UAR – Homeowners data to VPI for issuance. Please refer to VPI-Acord Integration in VPI for more information.

Feedback

https://support.vertafore.com/

We value your feedback to ensure we are working on what is most important to you. Please use My Vertafore to provide feedback. We appreciate your input, whether positive or negative, on any visible change.

As we continually strive to reduce our back-log of production defects, here is a list of defects that have been fixed since the last major release:

AIM

deFects Fixed
Issue: Endorsements Resolved an issue when processing endorsements from AIM to VPI where the activity entry would indicate that the transaction to VPI wasn't successful but actually was successful.
Issue: Salem Risk Import was incorrect Resolved issue in the DBC Upload in Accounting DB receivables modules. The CommPaid field will now be rounded to two decimals thus preventing possible three decimals being saved to the database and causing the batch not to post.
Issue: AIM crashing when adding building/location to Commercial UAR Resolved issue when adding locations and/or buildings to the show locations screen on UAR tab where the location/building number would be inserted with -1.
Issue: Unable to save invoice to ImageRight using the integration Resolved issue when using the AIM/ImageRight document integration and the ImageRight tree when generating an invoice would not appear on the screen to send the invoice to ImageRight.
Issue: Unable to edit UAR Limits - Property tab Resolved issue on the Submission Entry-UAR-Property-Limits Property (grid format) when editing existing records the modified values would not save correctly.
Issue: Grid not saving order Resolved issue where if the user ini didn't exist when creating the user ini wouldn't be created in the location that is defined in the DMU setup.
Issue: JE security issue Resolved an issue when using AFD enhanced security and the JE post own batch security right wasn't working correctly.
Issue: Print to PDF from AIM Resolved an issue when printing to PDF from the wheel calculator.
Issue: Exporting non-standard ASCII characters Resolved issue when ASCII characters were in the AIM policy and generating a finance agreement from FinancePro.
Issue: Edit Insured updates the AcctExec on Quote Resolved issue when the Acct Exec is no longer valid and the Acct Exec field on the quote record would be cleared out. This could cause issues when exporting invoices to Accounting module.
Issue: Prevail Go to Website was automatically opening in IE Changed the integration with FinancePro/Prevail to open the system's default browser instead of opening the redirect url in Internet Explorer.
Issue: AIM to Docucorp/FormMaker Export function generating error after AIM update Resolved issue when exporting policy to Docucorp.
Issue: Unable to change batch date in General Ledger Resolved an issue in Accounting - General Ledger - Tools - Change Batch Date that would result in an error.
Issue: With enhanced security turned on, users were unable to right click Submit activity and select the Submit to Multiple Markets. Resolved issue when AIM AD Enhanced Security is enabled and the Submit to Multiple Markets right click menu was disabled.
Issue: Installments with endorsement Term Premium display issue Resolved an issue when calculating the Invoiceheader.TermPremium when creating additional endorsements on policies.
Issue: Tax Recon Invalid columns Resolved an issue when creating a Reconciliation batch in Accounts Payable - Tax Payables and selecting a company would result in an error.
Issue: Commission Splits on IBDefect Resolved an issue when applying commission split on an invoice and also using installments would cause the installment invoices to have the incorrect commission.
Issue: Users getting Access Violation or Call to OS function failed errors Resolved an issue on the Quote Detail - Fee Schedule screen when clicking the Calculate button could result in an access violation.
Issue: Mail out tab not functioning Resolved issue when generating invoice and clicking the Email button wouldn't continue to email screen to email invoice out of AIM.
Issue: The To: field of the email has the agent contact email address instead of the agent email address Resolved an issue where the incorrect email address was populating when emailing from generating a document.
Issue: Unable to Rescind the Non-Renewal status to put back into Inforce Status when a policy is in a Non-Renew status Resolved an issue when using the AIM enhanced security and the Rescind Non Renewal menu option wouldn't appear in the Role Manager.
Issue: Although the FlagProhibitInvoicing field on the UserID table is set to Y, the user is still able to invoice. Resolved an issue when marking the userid.FlagProhibitInvoicing for a user wouldn't prevent that user from being able to invoice a policy.
Issue: Check Reconciliation not updating fields Resolved an issue in the General Ledger -> Cash Mgt -> Check Reconciliation and marking records as 'Reconcile' the summary information at the top of the screen wouldn't be updated accordingly.
Issue: DB Items not appearing on producer statement Resolved an issue where the AR.invoicekey_fk was not populating when processing a DBC Upload file which would cause those invoices to not appear on the Producer Statement report.

deFects Fixed

Issue: Endorsements

Resolved an issue when processing endorsements from AIM to VPI where the activity entry would indicate that the transaction to VPI wasn't successful but actually was successful.

Issue: Salem Risk Import was incorrect

Resolved issue in the DBC Upload in Accounting DB receivables modules. The CommPaid field will now be rounded to two decimals thus preventing possible three decimals being saved to the database and causing the batch not to post.

Issue: AIM crashing when adding building/location to Commercial UAR

Resolved issue when adding locations and/or buildings to the show locations screen on UAR tab where the location/building number would be inserted with -1.

Issue: Unable to save invoice to ImageRight using the integration

Resolved issue when using the AIM/ImageRight document integration and the ImageRight tree when generating an invoice would not appear on the screen to send the invoice to ImageRight.

Issue: Unable to edit UAR Limits - Property tab

Resolved issue on the Submission Entry-UAR-Property-Limits Property (grid format) when editing existing records the modified values would not save correctly.

Issue: Grid not saving order

Resolved issue where if the user ini didn't exist when creating the user ini wouldn't be created in the location that is defined in the DMU setup.

Issue: JE security issue

Resolved an issue when using AFD enhanced security and the JE post own batch security right wasn't working correctly.

Issue: Print to PDF from AIM

Resolved an issue when printing to PDF from the wheel calculator.

Issue: Exporting non-standard ASCII characters

Resolved issue when ASCII characters were in the AIM policy and generating a finance agreement from FinancePro.

Issue: Edit Insured updates the AcctExec on Quote

Resolved issue when the Acct Exec is no longer valid and the Acct Exec field on the quote record would be cleared out. This could cause issues when exporting invoices to Accounting module.

Issue: Prevail Go to Website was automatically opening in IE

Changed the integration with FinancePro/Prevail to open the system's default browser instead of opening the redirect url in Internet Explorer.

Issue: AIM to Docucorp/FormMaker Export function generating error after AIM update

Resolved issue when exporting policy to Docucorp.

Issue: Unable to change batch date in General Ledger

Resolved an issue in Accounting - General Ledger - Tools - Change Batch Date that would result in an error.

Issue: With enhanced security turned on, users were unable to right click Submit activity and select the Submit to Multiple Markets.

Resolved issue when AIM AD Enhanced Security is enabled and the Submit to Multiple Markets right click menu was disabled.

Issue: Installments with endorsement Term Premium display issue

Resolved an issue when calculating the Invoiceheader.TermPremium when creating additional endorsements on policies.

Issue: Tax Recon Invalid columns

Resolved an issue when creating a Reconciliation batch in Accounts Payable - Tax Payables and selecting a company would result in an error.

Issue: Commission Splits on IBDefect

Resolved an issue when applying commission split on an invoice and also using installments would cause the installment invoices to have the incorrect commission.

Issue: Users getting Access Violation or Call to OS function failed errors

Resolved an issue on the Quote Detail - Fee Schedule screen when clicking the Calculate button could result in an access violation.

Issue: Mail out tab not functioning

Resolved issue when generating invoice and clicking the Email button wouldn't continue to email screen to email invoice out of AIM.

Issue: The To: field of the email has the agent contact email address instead of the agent email address

Resolved an issue where the incorrect email address was populating when emailing from generating a document.

Issue: Unable to Rescind the Non-Renewal status to put back into Inforce Status when a policy is in a Non-Renew status

Resolved an issue when using the AIM enhanced security and the Rescind Non Renewal menu option wouldn't appear in the Role Manager.

Issue: Although the FlagProhibitInvoicing field on the UserID table is set to Y, the user is still able to invoice.

Resolved an issue when marking the userid.FlagProhibitInvoicing for a user wouldn't prevent that user from being able to invoice a policy.

Issue: Check Reconciliation not updating fields

Resolved an issue in the General Ledger -> Cash Mgt -> Check Reconciliation and marking records as 'Reconcile' the summary information at the top of the screen wouldn't be updated accordingly.

Issue: DB Items not appearing on producer statement

Resolved an issue where the AR.invoicekey_fk was not populating when processing a DBC Upload file which would cause those invoices to not appear on the Producer Statement report.

AIM DMU

deFects Fixed
Issue: DMU Web Services - Endpoint - TaaProducerAccess Restful Web Services - Producers - Access Teams api/producers/{producerId}/accessTeams

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.