Connected Core User Interface
This topic provides an overview of the Connected Core next-generation user interface (released on May 26, 2021).
Example Core User Interface Workflows
User Interface Migration Considerations
The legacy user interface has been deprecated and will not be available after April 15, 2023. New and updated features are not supported in the legacy user interface.
New Features
These features are only available through the current Core user interface:
Ad Hoc Fees
Auxiliary Data
Data Autofill
Endorsement Cloning
Manual Invoice Write-off
Multicurrency
Webhooks
Performance improvements
Data entry for the following has been streamlined in the Core User Interface:
Policies
Exposures
Perils
Premium Reports
Endorsements
Renewals
Cancellations
Policyholders
Claims and Subclaims
Additions and Changes
The following additions and improvements are only available in the current Core user interface.
Invoice Details - financial information for each invoice will now be displayed
Control the Effective Time of a Lapse Cancellation
Adjust Expiration of Grace Periods
Premium Report Reversals and Replacements
Cancellation Categories
Added the ability to discard quotes that are in the invalidated state
Deprecated features
The following legacy features are no longer supported by Socotra Connected Core and are not available in the current Core user interface.
Legacy Cancellations
The new UI does not support legacy cancellations. All cancellation and reinstatement operations must be performed with the new cancellations and reinstatements feature.
Note
The latest cancellation functionality is enabled by including a cancellations.json
file for each product. If you do not have this file configured for your product, invoking cancellations functionality from the new user interface could cause unpredictable results.
CSS Injection
The legacy Socotra user interface had a feature called CSS Injection, which allowed you to modify styles. The current user interface does not support CSS Injection.
Deprecated Feature Flags
The current user interface does not support setting the following deprecated feature flags being set to false
:
Quotes for New Business:
property.quotes.for.new.business.enabled
Quotes for Endorsements and Renewals:
property.quotes.for.endorsements.and.renewals.enabled
Note
These feature flags must be set to true
before their removal. Do this in the configuration file config.json
:
{
"timezone": "America/Los_Angeles",
"currency": "USD",
"features": {
"property.quotes.for.new.business.enabled": true,
"property.quotes.for.endorsements.and.renewals.enabled": true
}
}
Advanced Options
Core UI supports a skipLoadingQuotes
query parameter to accelerate loading of policy detail pages when it is not necessary to view historical quote data. For instance, a page at /policy/<policyLocator>/details
could be loaded more quickly with /policy/<policyLocator>/details?skipLoadingQuotes
. This will hide the “Historical Quotes” navigation section, since the UI will have skipped fetching that data.