Feature	SL
Member Queue - Active Only Toggle
Member Records Enhancement - Added Trip Spec Dates
Claim Ingestion Enhancement - Support of Agg Terms
Policy Enhancements - Support of Spec & Agg Terms
Introduction of a New Aggregate Workspace

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Member Queue - Active Only Toggle

Reduce the friction of weeding thru inactive member records in the Specific Workspace. A new toggle filter has been introduced to the Member Queue to hide Member Records that are no longer associated with Active Policies. 

	Active/Inactive is based on the Member's Policy status which resides in Policy Details When enabled (default), Inactive Members will be hidden When disabled, all Members will be displayed KPI counts will adhere to the toggle filter status

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Member Records Enhancement - Added Trip Spec Dates

Gain insights into when Spec & Agg Spec Deductible milestones were tripped.  Answer questions like:

• What members recently tripped 90% or 100% of Spec?
• When did a member's policy trip 90% or 100% of Agg spec?
• What members and/or policies recently dropped back below their Spec and/or Agg Spec?  

To support these type of questions the member records now store and display dates for which to search, build on-demand filters and establish saved filters for ongoing use.  

Filter Example: Display Members that have Tripped 90% of Spec in the last 10 Days Go to Member Records Click on Apply Filter Select "Trip 90% Spec Date" Configure Operator: "is greater than or equal to" Plus or Minus Days from today:  -10 Click Apply Save Filter

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Claim Ingestion Enhancement - Support of Agg Terms

Smart-LinQ has augmented it's Stop Loss administration to support Agg Only policies as well as Spec and Agg bundled policies where the terms are different; e.g. Spec 12/12, Agg 18/15.  To accomplish this, Smart-LinQ had to be enhanced to assign claims on both the Spec & Agg terms independently. 

Claim Ingestion Flag

Upon import, the system will identify the claim as Spec Eligible, Agg Eligible or some combination of the two.  It's possible that a claim is:

• Only Spec Eligible
• Only Agg Eligible
• Both Spec and Agg Eligible

This flag cannot be modified by end users as it simply helps with hide & display logic used within the UI.  

• For a claim to display under a Member in the Specific Workspace the claim must have a [Spec Eligible Flag] = TRUE
• For a claim to display under a Policy in the Aggregate Workspace the claim must have an [Agg Eligible Flag] = TRUE

Multiple Policy Scenario

It's possible that upon ingestion that a claim will be deemed eligible for more than one policy.  

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Policy Enhancements - Support of Spec & Agg Terms

The Policy Details screen has been enhanced to employ tighter controls and utility around the "Includes Specific" and "Includes Aggregate" toggles.  

Copy Policy

The Copy Policy modal has been enhanced to copy both Specific and Aggregate terms.  A user can simply leverage the terms from the existing policy or edit as desired before selecting "Copy". 

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Introduction of a New Aggregate Workspace

Smart-LinQ is taking it's first step towards administration of both Specific and Aggregate Stop Loss and in doing so it is providing new "in-product" visibility and control over Aggregate Claims.  

New Breakout of Workspaces

Specific Workspace renamed from the Member Workspace same functionality to manage member Spec claims and filings will only display: Members in the Queue that are associated with Policies that are Spec Enabled Claims that are Spec Eligible	Aggregate Workspace new workspace to view Agg policies will only display: Policies in the Queue that are Agg Enabled Claims that are Agg Eligible

Aggregate Workspace

This first iteration of the Aggregate Workspace provides users with the ability to:

1. Search and display Policies from a Policy Queue
2. View where a Policy sits against its Aggregate Attachment
3. Search and view Agg Eligible claims
4. Move claims in and out of an Agg Filing***; if "Excluded from Agg Filing" the claim will be removed from any Aggregate Reporting and accumulations.

***Note on Agg Filings Logic

All Agg Eligible claims will be placed in a single Agg Filing upon ingestion.  This filing will remain in "Accumulating" perpetually as a means to summarize claim amounts against the Agg Attachment.  

Agg Filing Manager & Agg Claims Tabs

The Agg Filing Manager displays a single filing with claims visually nested.  Leverage the expand and collapse feature to display / hide the claims per card.  Agg Claims is a separate tab that provides users with a full table view of all Agg Eligible Claims.

Specific Workspace -> Display Card

The Display Card Header in the Specific Workspace has been refined to meet the new user experience standards across all products.  

Group & Policy Details Modals

The viewing experienced has been refined for easier consumption of details in a popup modal.  A direct link to the details page is also available for easier navigation.