Changelog

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What you need to know:

• Total Days (since update) now always displays the correct value

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What you need to know:

• We have added the ability to scope overridden limits to a client-debtor pair
• A Client scoped limit overrides is always the applied limit when set (see Credit Limit Hierarchy for more info)
• Client scoped limit overrides are automatically carried from prospects to active clients and do not expire

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What you need to know:

• We have added the last insurance request to the modal where you currently view & request an insurance limit
• This will indicate the latest cover request date, requested amount and approved amount from Allianz

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What you need to know:

• We have an annual process to refresh the DUNS numbers of debtors to ensure our system has the latest and up-to-date information. We have improved this process by only refreshing the debtors who have had a recent relationship with a client.
• The default time period is 365 days since a receivable was issued.

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What you need to know:

• We have changed how we decide what credit limit to apply for a debtor
• Manual overrides now have priority over Insurer limits
• Insurer limits have priority over the calculated DCL
• When promoting a client, you will now only be able to carry over the highest priority limit

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What you need to know:

• You can now search clients and debtors from anywhere in the system
• Portfolio debtors have a distinct screen where you can select which client to view that debtor in

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What you need to know:

• Leading zeroes do not need to be removed when manually entering an debtor's insurer company ID

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What you need to know:

• We have added the ability to assign an account manager to clients in Seawolf
• When added as an account manager, a user will receive copies of correspondence sent through Seawolf

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What you need to know:

• We have added a way for some users to manually set a debtor's insurer company ID
• This is doable by users with the collateral_management.insure.redrive_limit_request scope
• This functionality is only visible if a debtor has a pending cover request, and no insurer company ID

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What you need to know:

• We have improved our debtor linking process to prevent automatically linking debtors that have not had a recent relationship with a client
• The default time period is 365 days since a receivable has been issued