AgentOne Release Notes

AgentOne November 2019 Release Notes

UAT Release Group 1: Nov 8, 2019 ~10:00pm ET

UAT Release Group 2: Nov 13, 2019 ~12:00pm ET | Production Release: Nov 22, 2019 time ~10:00pm ET (completed)

(The delayed AgentOne Changes in Support of iGO web service migration to Ping authentication enhancement was enabled on UAT Nov 22, and is scheduled for production Dec 7.  See the feature below for more details.)

New Features

Insurance Tools Lightning Web Component

​​​​​​Description:  We need to provide a Lightning Web Component that encompasses all available insurance tools and allows an administrative user to add the component to a record home page and to enable/disable each individual insurance tool so that they are available from Lightning Experience and Mobile.

Solution:

A new Lightning Web Component was introduced that is available to be added on any record home page via the Lightning App Builder. The record where this component is added must have a 1:1 relationship to the AgentOne insurance case record (e.g. Opportunity).

​​​​​Risk Analysis: Low

Affects which Fea​tures / Functionality: AgentOne Lightning Components 

Availability: Optional

Implementation Steps
The feature is enabled and available to be added to any record home page via the Lightning App Builder but requires that a 1:1 lookup relationship is created from the record on the custom object to the AgentOne insurance case.
Steps:
1. If adding the ‘AgentOne Insurance Tools’ component to a custom object you will need create the lookup relationship to the AgentOne insurance case record
(If using Opportunity, it already has this lookup field installed with the AgentOne package as ‘AgentOne__Insurance_Case__c’.)
2. Open the record home page via the Lightning App Builder and add the AgentOne Insurance Tools component to the page
3. Update the ‘Reference Field’ on the component properties and set it with the lookup field API name to the related insurance case (e.g. from Opportunity the reference field would be set to ‘AgentOne__Insurance_Case__c’)
How To Test
1. Add the AgentOne Insurance Tools component to any record home page (e.g. Opportunity)
2. Customize the properties of the component
  • ​Label of component
  • Visibility of button
  • Order of buttons
  • Horizontal or vertical
3. Confirm the component is displayed in the record home page
4. Test functionality of displayed buttons
See the related release notes for each of the available actions from the AgentOne Insurance Tools component below:
  • Insurance Tools Component – Start or Open iGO Tool
  • Insurance Tools Component – Add Illustration Tool
  • Insurance Tools Component – Revise Illustration Tool
Insurance  Tools Component – Start or Open iGO Tool

​​​​​​Description:  As an agent user, while using the Lightning Experience, I require the ability to​ start a new or open an existing IGO/Illustrations case through from any record homepage that has a 1:1 mapping to an Insurance Case (e.g. from an Opportunity when opportunity integration is enabled and the user does not have accessibility to the linked insurance case record).​

Solution:
A new tool for Application is added to the AgentOne Insurance Tool Lightning Web Component (LWC) that can be enabled and added to any record home page (e.g. Opportunity) that has a 1:1 relationship to the AgentOne insurance case. When launched, AgentOne will start a new or open an existing iGO case for the linked insurance case through the associated AgentOne – iGO Application lightning component.

​​​​​Risk Analysis: Medium

Affects which Features / Functionality: AgentOne Lightning Components (both the iGO Lightning Component and the Quick Start component have been updated to support)

Availability: Optional

Implementation Steps
  1. Add the ‘AgentOne Insurance Tools’ component to the chosen record home page (following implementation steps in the release notes for Insurance Tools Lightning Web Component, above)
  2. Make sure the ‘Application’ button is visible
  3. Add the ‘AgentOne iGO Application’ component to the page (this is for loading iGO when the Start/Open Application button is clicked and will require the following)
    1. Add the component on the page where you would like iGO to load
    2. Disable the ‘Immediately Open iGO’ checkbox (this makes the component hidden until the Start/Open Application button is clicked
  4. Add the ‘AgentOne Quick Start Insurance Case’ component to the page (this is for loading the “Quick Start” component for creation of the insurance case record when there is none already linked)
    1. Add the component on the page where you would like Quick Start component to load
    2. Unckeck the ‘Show Component’ checkbox so it will remain hidden until the user clicks the Start/Open Application button
There is an org level setting called ‘Enable secure and persistent browser caching to improve performance‘ for caching in Lightning Components. If the setting is ON any refresh to the page after returning from iGO will have a delay.  If you would like to improve performance of the refresh on the page after returning from iGO, it is recommended that the setting be disabled.
How To Test
Add the AgentOne Insurance Tools, iGO, and the Quick Start components to any record home page (e.g. Opportunity) as specified above.
Scenario 1 (opportunity has a linked insurance case record):
  1. Create/open an opportunity where client is populated with the primary insured and the insurance case lookup field is populated with a case that an iGO e-app
  2. If the iGO e-app has previously been started you should see the button as ‘Open Application’
  3. Click the button to confirm iGO opens in the current page
Scenario 2 (opportunity doesn’t have a linked insurance case record):
  1. Create/open an opportunity where client is populated with the primary insured and the insurance case lookup field is blank
  2. Since there is no insurance case you should see the button as ‘Start Application’
  3. Click the button to confirm the “Quick Start” component loads
  4. Confirm that the following is populated
    1. What would you like to do? defaults to Begin Application
    2. Who are you starting the sale for? defaults to the client on the opportunity
    3. How would you like to name this case? defaults to “Case for <client name>”
  5. Select a product type and tool (if required) and click Start to confirm iGO loads in the current page
Insurance  Tools Component – Add Illustration Tool

​​​​​​Description:  As an agent user, while using the Lightning Experience, I require the ability to add an illustration from any record home page that supports Lightning components (including but not limited to opportunity and insurance case record home pages).

Solution:
A new tool for Illustration is added to the AgentOne Insurance Tool lightning web component that can be enabled and added to any record home page (e.g. Opportunity) that has a 1:1 relationship to the AgentOne Insurance Case. When launched AgentOne, will open iGO Illustrations for the linked Insurance Case through the associated AgentOne – iGO Application lightning component, then land on the Illustration tab allowing the user to run a new illustration.

​​​​​Risk Analysis: Medium

Affects which Features / Functionality: AgentOne Lightning Components (both the iGO Lightning Component and the Quick Start component have been updated to support)

Availability: Optional

Implementation Steps
  1. Add the ‘AgentOne Insurance Tools’ component to the chosen record home page (following implementation steps in the release notes for Insurance Tools Lightning Web Component, above)
  2. Make sure the ‘Illustration’ button is visible
  3. Add the ‘AgentOne iGO Application’ component to the page (this is for loading iGO when the Add Illustration button is clicked and will require the following)
    1. Add the component on the page where you would like iGO to load
    2. Disable the ‘Immediately Open iGO’ checkbox (this makes the component hidden until the Add Illustration button is clicked
  4. Add the ‘AgentOne Quick Start Insurance Case’ component to the page (this is for loading the “Quick Start” component for creation of the insurance case record when there is none already linked)
    1. Add the component on the page where you would like Quick Start component to load
    2. Unckeck the ‘Show Component’ checkbox so it will remain hidden until the user clicks the Start/Open Application button
How To Test
Add the AgentOne Insurance Tools component and the iGO and Quick Start components to any record home page (e.g. Opportunity) as specified above.
Scenario 1 (opportunity has a linked insurance case record):
  1. Create/open an opportunity where client is populated with the primary insured and the insurance case lookup field is populated with a case that an iGO e-app
  2. Click the ‘Add Illustration’ button to confirm iGO opens to the Illustration tab in the current page
Scenario 2 (opportunity doesn’t have a linked insurance case record):
  1. Create/open an opportunity where client is populated with the primary insured and the insurance case lookup field is blank
  2. Click the Add Illustration button on the Insurance Tools component, to confirm the “Quick Start” component loads
  3. Confirm that the following is populated
    1. What would you like to do? defaults to Run Illustration
    2. Who are you starting the sale for? defaults to the client on the opportunity
    3. How would you like to name this case? defaults to “Case for <client name>”
  4. Select a product type and tool (if required) and click Start to confirm iGO loads on the Case Info tab in the current page​

 

Insurance  Tools Component – Revise Illustration Tool

​​​​​​Description: As an agent user, while using the Lightning Experience, I require the ability to run a revised illustration from any record home page that supports Lightning Components (including but not limited to Opportunity and Insurance Case record home pages).

Solution:
A new tool for Illustration is added to the AgentOne Insurance Tool Lightning Web Component (LWC) that can be enabled and added to any record home page (e.g. opportunity) that has a 1:1 relationship to the AgentOne insurance case. When the associated insurance case is in the “Delivery” phase, the button will be displayed as Revise Illustration.  When clicked, the component will open iGO, land on the Illustration tab allowing the user to run a new revised illustration for an IOTA (Issued Other Than Applied) case.

Affects which Features / Functionality: AgentOne Lightning Components (both the iGO Lightning Component and the Quick Start component have been updated to support)

Availability: Optional

Implementation Steps
  1. Add the ‘AgentOne Insurance Tools’ component to the chosen record home page (following implementation steps in the release notes for Insurance Tools Lightning Web Component, above)
  2. Make sure the ‘Illustration’ button is visible
  3. Add the ‘AgentOne iGO Application’ component to the page (this is for loading iGO when the Revise Illustration button is clicked and will require the following)
    1. Add the component on the page where you would like iGO to load
    2. Disable the ‘Immediately Open iGO’ checkbox (this makes the component hidden until the Revise Illustration button is clicked
How To Test
Add the AgentOne Insurance Tools component and the iGO and Quick Start components to any record home page (e.g. Opportunity) as specified above.
Make sure that the iGO Web Service is setup and working… (refer to the ‘iGO Web Service Configuration’ section of the AgentOne Implementation Guide).

Steps:

  1. Create an insurance case record and start iGO then trigger a sync back to AgentOne
  2. Edit the insurance case record so it moves to “Delivery” phase
  3. Create an opportunity and link it to the insurance case from step 2
  4. Confirm that the ‘Revise Illustration’ button is displayed on the opportunity record home page
  5. Click the ‘Revise Illustration’ button

Enhancements

Update Salesforce API from v41 to v47

​​​​​​Description: It is good practice to update the SF API version that our product is dependent on, on a regular basis.

Solution:

Modified the source API version from 41 to 47.  The API upgrade was required for Lightning Web Components, such as the iGO Insurance Tools component.

​​​​​Risk Analysis: Medium

Affects which Features / Functionality: general, AgentOne Lightning Components 

Availability: Automatic

How To Test

Organic

AgentOne Changes in Support of iGO web service migration to Ping authentication

Updated Nov 26 2019

This enhancement only had been delayed and disabled on all of the AgentOne Nov 2019 UAT orgs.  On the evening of Nov 22, it was deployed to all UAT orgs, and the production date is Dec 7 2019.  The Remote Settings in the Implementations Steps are available in production, and should be activated as soon as possible prior to the production deployment.

​​​​​​Description:  The VPS Web Service actions after the iGO migration from RSA to Ping no longer work with the original RSA authentication.

Solution:

The iPipeline infrastructure migration from RSA to Ping authentication required that AgentOne make a change from basic authentication with RSA, to bearer authentication with Ping, for each iGO web service request.

​​​​​Risk Analysis: Medium

Affects which Features / Functionality:

Several AgentOne features make requests to the iGO VPS web service endpoint.  The impacted features include:
  • Copy – triggered from a custom button on the insurance case object
  • Revise Illustration – uses the copy web service from step 1, which is triggered from the “Revise Illustration” button in classic at-a-glance VF page or the new Lightning Web Component
  • Delete – triggered from the standard SF delete button on the insurance case
  • Transfer – triggered in one of many ways. e.g. client owner change, or if opp integration is enabled from opp owner change, or pending case feed change to primary writing agent
  • Sign – triggered from Alert object via the actionable alerts. i.e. signature required alert received from iGO
  • Resend – triggered from Alert object via the actionable alerts. i.e. client signature expired alert received from iGO

Availability: Required Manual Steps

Implementation Steps
Activate the appropriate ‘Remote Site Setting’ for the Ping endpoint URL by following the steps below.
Steps:
  1. Login as an administrative user and go to Setup
  2. In the Quick Search box type “Remote” and click on Remote Site Settings found in the Security section
  3. Click Edit next to the remote site setting for your iGO environment (shown below) and activate it by enabling the Active checkbox​
ping_remote_site_settings.jpg
Note: If you are not sure what iGO environment you intend to use (QA, UAT, or PROD), there is no harm in activating all 3 remote site settings shown above.
How To Test
Pre-requisite: Make sure iGO is configured to include support for the VPS web service, and that the environment has been migrated to Ping from RSA.
  1. As an administrative user, make sure the web service is configured correctly (refer to the AgentOne Implementation Guide, section iGO Web Service Configuration)
    1. Confirm the correct web service endpoint and token are added to iGO Server Settings in the Admin app
    2. Confirm that each action is enabled in iGO Functional Settings from the Admin app
  2. As an agent user peform any of the above mentioned actions that trigger the iGO VPS web service request

Fixes

Pending Case Feed – Mailing Address Type Code correction

​​​​​​Description:

The mailing address for contacts were mapped from tc=20 (Policy Mailing Address).  It was concluded that the correct addresstypecode should be tc=17 (Mailing address for the Party/Client).

Solution:

Change all contact’s (primary insured, owner, payor, beneficiary) home address to be mapped from Acord Party\Address\addresstypecode tc=17.  Previously it was mapped from tc=20.

​​​​​Risk Analysis: Low

Affects which Fea​tures / Functionality:  Pending Case Feeds

Availability: Automatic

Implementation Steps

n/a

How To Test
If you support a pending case feed that provides the mailing address for the primary insured or any other Party, drop an ACORD file with a Party that contains an address for Party\Address\addresstypecode tc=17​.
Confirm that the policy was correctly updated with the address in the ACORD file.
Salesforce logouts upon iGO Session Death

​​​​​​Description:

When iGO is opened from AgentOne and left idle for 60 minutes, the iGO session will expire and logout. Because the SLO (single log out) settings are enabled, and were defined as a 2-way SLO, this logout triggered a Salesforce logout, requiring the user to log back into Salesforce.

Solution:

The AgentOne / Salesforce connection in PingFed was previously setup as a 2-way SLO (Salesforce logout triggers iGO logout AND iGO logout triggers Salesforce logout). The required change is an configuration change at iPipeline to disable the iGO logout trigger that logged the user out of Salesforce.

​​​​​Risk Analysis: Low

Affects which Fea​tures / Functionality:  iGO Integration, Illustrations Integration

Availability: Automatic

Implementation Steps

n/a

How To Test
  1. ​Confirm that the ‘Enable Single Logout’ setting is selected for the SSO to iGO connected app
  2. Start iGO from a new or existing case
  3. Wait 60 minutes for the iGO session to expire
  4. Refresh and confirm that you are not automatically logged out of Salesforce

 

 

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