SMART Release Updates September 2023
The delayed September SMART release includes the following:
New Features!
- Users can now correct any pending, other than pending reversals, deletes, or updates, from the Outstanding Errors (Tags) page (click “pencil icon” in Actions column)
- Users can now delete any pending directly from the Outstanding Errors (Tags) page
- API Batches containing all pending transactions may be deleted via API
- All rules for coverage and class code are now enforced for API filers. You will encounter an error / tag when submitting a filing with a coverage code not “in a relationship” with a specific class code. For example, submitting a residential coverage code such as “Homeowners” with a commercial class code such as “Restaurants”.
Improvements:
- “Invite New User” workflow now sends 2nd email to re-state assigned user ID
- Consistent handling of some data points for child transactions adopted by Policy Replacing Binder
- Ineligibility icons consistently cleared with reversals or policy replacing binder
- Performance when deleting large number of pending items through existing SMART UI
- Phase 2 of changes to API Batch status when posting fails / encounters a timeout (allowing re-post)
SLTX will release process improvements and/or enhancements as available.
Visit Training Videos & Guides page to access all user guides or supplemental video components for each transaction or feature in SMART (including API technical and user guides). Need additional support? Sign up for an online support session, or a full walk-though of SMART’s features tailored to your agency’s business / workflows. Or a support session for technical assistance with API (automated) filings and/or SMART Connector processes.