Release Notes - Febuary 2024 #1

Release Notes - Febuary 2024 #1



At Midwinter, we are constantly working to improve your AdviceOS experience.
Please find attached the latest release notes documenting our new enhancements and fixes.  Key updates on the enhancements and the issues that were resolved during this release include:

Enhancements

  1. Fixed issue regarding TPE and Trauma extension cover amounts not flowing through from Needs Analysis to Product Recommendation
  2. Introduced a search bar functionality within AdviceOS. 
Issues Resolved
  1. Contribution Optimiser - Update from Fact Find for joint assets.
  2. Omnium Insurance Comparator Report - Premium basis projections & Cumulative Premiums not displayed
  3. Cashflow & Capital - Defined benefit - incorrect untaxed element and rebate calculation
  4. Total premium frequency issue for Needs Analysis.
  5. Outlook integration always including signature
  6. Child cover amount in Omnium does not save in Needs Analysis > Product Recommendations.

Regards,

Midwinter Team



    • Related Articles

    • Release Notes - Febuary 2024 #2

      Hi, At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...

    • Release Notes - July 2023 #2

      We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: C&C Age Pension override functionality The buy and sell ...

    • Release Notes- April 2024 #1

      Hi, At Midwinter, we are constantly working to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...

    • Release Notes - Apr 2023 #1

      We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Family Fee Rebate field in TPA & Product comparison When ...

    • Release Notes - August 2023 #3

      We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: The Bank Account number is Masked for a user Fixed an issue ...