AgentOne Release Notes

AgentOne April 2021 Release Notes

UAT Release: March 26, 2021 ~noon ET
Production Release: April 16, 2021  ~10:00pm ET
version 25.x

The contents of the release notes are directed to orgs that are being upgraded directly from the immediate previous release of AgentOne to this new release of AgentOne.  For more details or for complete information for a new implementation, refer to the AgentOne Implementation Guide.

New Features

New AgentOne Lightning App and Home Page For Lightning Experience
​​​​​​Description:

As a Lightning Experience User, I would like to load the AgentOne Lightning App on the desktop and for Mobile.

Solution:
There is a new AgentOne Lightning app that uses the same logo as classic AgentOne app.  The app contains the following navigation below, where AgentOne Home is a new Lightning App page.
To enable access to this new app, permissions are granted to the AgentOne Lightning App and AgentOne Home Lightning App page to the AgentOne Agent permission set.

The AgentOne Home, by default, contains the AgentOne Quick Start app to start new insurance cases or Opportunities with AgentOne, Alerts and Recent Items.  Other Lightning Components, including charts and graphs may be included on this page when and administrator edits it in design mode.

​​​​​Risk Analysis: Low

Affects which Fea​tures / Functionality:  AgentOne Apps and Home pages

Availability: Automatic

Implementation Steps

None

How To Test

Steps R&D followed to test the fix or new feature.​​

1. Login as a user with AgentOne Agent permissions.

2. Confirm you can see the AgentOne Lightning app and the AgentOne Home Ligning App page.

Enhancements

Delete Case with Opp Integration
​​​​​​Description:

As an AgentOne user configured with opportunity integration and public (read/write) sharing, I would like to delete the iGO case if and when the opportunity is deleted so that the opportunities and linked insurance cases are aligned and no orphaned Insurance Cases nor iGO cases are left behind.

Solution:

If the AgentOne Opp Integration is enabled and an AgentOne user deletes an Opportunity, the associated Insurance Case and iGO Case are also deleted.

​​​​​Risk Analysis: Low

Affects which Fea​tures / Functionality:  IGO Integration, Opportunity Integration

Availability: Automatic, on orgs configured with opportunity integration and public (read/write) sharing

Implementation Steps

None

How To Test
1. Delete an Opportunity with an associated insurance case and e-app.
2. Confirm that the associated insurance case is deleted.
3. Have an iGO Admin log directly into to iGO to confirm that the iGO case has also been deleted.
Insurance Tools Component – explanation for disabled buttons
​​​​​​Description:

There are a variety of reasons why a button may be disabled in the AgentOne Insurance Tools.  Users experience a disabled button, but they do not know why.

Solution:
This enhancement introduces inline messaging, when any button on the AgentOne Insurance Tools component is displayed, but disabled.   If any Insurance Tool buttons are disabled, the user may click on info icon for to see the reason that buttons are disabled.  Some examples of these reasons include “You do not have Edit permission for this record,” or “There are no active insurance tools for this stage of the opportunity,” or “YOu do not own this record and the On Behalf Of functionality is disabled.”  The messaging logic and text will vary and be adjusted depending on whether the message is displayed on an Opportunity record or an AgentOne Insurance Case record.
If the logged in user is not an AgentOne user. the Insurance Tools component will be hidden.
​Below shows the icon added that when clicked on will show the details.
Below is an example of of the Info icon messaging for the disabled Copy for Test’s Relative button in the image above.

​​​​​Risk Analysis: Medium

Affects which Fea​tures / Functionality:  Insurance Tools Lightning Component

Availability: Automatic

Implementation Steps

None

How To Test

Below are two example scenarios to test.

In an org with Opportunity enabled

1. create an opportunity and do not populate the product type.

2. Confirm that you see the disabled icon.

 

In an org without FSC installed

1. Configure the Copy for Relative button to show.

2. Confirm you see the information icon.

 

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