Ability to Configure Requirement Table on Requirement Screen

This enhancement improves usability of Requirement screens by introducing sorting support and requirement-level status filtering.

Sorting

  • Sorting will now be enabled for requirement columns on the Activity Requirement screen.

  • By default, requirements will display in ascending order based on a combination of LastModifiedDate and CreationGMT.

  • User can sort on any column and view data as per their requirement.

Requirement Status Enhancements

New requirement-level AsCode categories can now be defined:

  • AsCodeRequirementApplicationStatus
  • AsCodeRequirementClientStatus
  • AsCodeRequirementPolicyStatus
  • AsCodeRequirementActivityStatus

With this enhancement:

  • Application Requirement Status fields and dropdowns will display statuses from AsCodeApplicationRequirementStatus.

  • Client Requirement Status fields and dropdowns will display statuses from AsCodeClientRequirementStatus.

  • Policy Requirement Status fields and dropdowns will display statuses from AsCodePolicyRequirementStatus.

If these specific AsCodes are not configured, the system will continue using the default statuses from AsCodeRequirementStatus.

This enhancement allows underwriters to view only relevant statuses for each requirement level, improving clarity and usability of status fields and dropdowns.

Required Manual Configuration Updates

User have to define requirement statuses for specific requirement level to view statuses specific to that screen. Otherwise all the Status codes from AsCodeRequirementStatus will get displayed on the requirement screens.