1/16/2020: PensionPro version 1.32.1.46

This article contains a brief description of the tweaks and fixes in version 1.32.1.46

Tweaks and Fixes

1/16/2020: PensionPro version 1.32.1.46

PensionPro: 

Plan Types: Resolved an issue where users were unable to edit or add Plan Types in the General Plan Information slider. Users can now add and edit Plan Types successfully without error.  

Project Templates: Resolved an issue where users were unable to delete project templates. Users can no delete project templates successfully without error.

Distribution Preferences: Resolved an issue where the Field Setup drop downs where blank for Distribution Preferences. The Field Setup dropdowns will now populate successfully.

API: Resolved an issue where the 9-digit EIN would allow for a space to be entered as a valid character. The system will no longer allow a space to be entered as a valid character in the EIN field.

Fetch:

Fetch: Resolved an issue where Closed Fee Schedules were still appearing in the results when a filter was added to only pull back Active Fee Schedules. Only Active Fee Schedules will now appear in the results.

SalesPitch:

SalesPitch: Resolved an issue where the Period Start and End Dates were able to be entered as the same date in the SalesPitch Conversion tool. The validation for Period Start and End Dates within the SalesPitch Conversion tool has been updated and these dates can no longer be the same.

 

1/3/2020: PensionPro version 1.32.1.44

 

This article contains a brief description of the tweaks and fixes in version 1.32.1.44

 

Tweaks and Fixes

 

Fetch: Resolved an issue where the Period Start, Period End and Date Completed fields were missing from Fetch. All fields will now populate successfully.

 

 

12/26/2019: PensionPro version 1.32.1.44 

 

This article contains a brief description of the tweaks and fixes in version 1.32.1.44 

 

Tweaks and Fixes 

 

PensionPro: 

 

Distributions: Resolved an issue where Plan Names were being removed when adding multiple distributions for the same plan. The Plan Name will now populate successfully when adding multiple distributions.

 

API: Resolved a timeout issue for the GET all TaskItems call.  

 

Contacts Import: Resolved an issue where users were experiencing a 500 error with the Contacts Import. Users can now import contacts successfully without error.

 

Contacts Import: Resolved an issue where the Type of Plan Contact was not required when a Plan ID was entered in the import sheet. The Type of Plan Contact will now be required when a Plan ID is provided.

 

Login: Enhanced user interface for the validation messaging of the PensionPro Login screen. Users will now receive clear validation messages and provide next steps if they cannot log in. 

 

 

Fetch: Resolved an issue where users were unable to export data when similar field names were marked to not be shown in the Ordering and Sorts section. Users can now export data successfully without error.

 

Fetch Export: Resolved an issue where data records were missing from the exported query in Excel. All data records will now populate successfully when exported to Excel.

 

Event Management:  

 

Filter Count: Resolved an issue where incorrect counts were displayed on the Events Drilldown

page. 

 

Grid Count: User defined pagination is now reflecting the correct counts. 

 

Drilldown Records: Completed and Remaining counts are now shown inside the Events Drilldown. 

 

Period End Validation: Resolved an issue that allowed users to add an Annual Event without selecting a Period End.  

 

PlanSponsorLink 
 
Annual Data Collection: Resolved an issue that allowed the Plan Sponsor to save an EIN less than 9 digits. Users will now receive an error message stating the EIN must be 9 digits in order to save.

 

NAIC Character Limit: Resolved an issue that allowed users to enter more than six characters in the NAIC Code field. Users will now receive an error message stating that the NAIC Code can not be more than six characters.

 
Annual Data Collection: Resolved an issue that prevented users from saving updates to the Other

Business Owned step. Updated information in the Other Business Owned step will now save successfully.  

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