What's New

Personal Rules

We added a Save and Duplicate button to the Add Personal Rule window. This allows you to duplicate new and existing personal rules!

This is especially helpful if you have existing personal rules that you would like to copy and apply to a different data set.

This release consisted of bug repairs and performance enhancements.

This release consisted of bug repairs and performance enhancements.

Insights*

Insights, our exciting self-service reporting tool, is now also available in XactAnalysis SP!

Insights lets you analyse your data like never before! Simply type what data you want to see into the search bar, and Insights will create a report for you. From there, you can create interactive graphs and customised liveboards.

If you would like to subscribe to Insights, please contact your account manager.

Search

Finally, we added a new Current Date option in Date Filters. This allows you to create filters that automatically update the To field to the current date.

Send Work Assignment

We also added a Year built field to the Policy section in Send Work Assignment!* This field allows you to enter the year the property was built when you create an assignment. You can enter any year between 1600 and the current year.

After you finish creating the assignment, the Year built appears in the Client Policy tab.

Other improvements

Previously, new XactAnalysis users had to manually link their XactAnalysis user to their Xactware ID. Now, XactAnalysis completes this step for new users automatically.

Search

You can now include dates and date ranges in your saved Search filter sets!

Additionally, the Planned Inspection Date column is now sortable.

Create Collaboration 

We are moving Verisk's Contents Collaboration tool to ClaimXperience. To make this transition easier, we updated the Create Collaboration button in Assignment Details so that it detects whether the associated instance is for Contents Collaboration or ClaimXperience Personal Property.  

Now, when you select this button, you will see a customised process for the detected product.  

Search 

Per your feedback, we added a useful new column and filter to Search! We added a new Roof Damage column and Roof Damage filter. The filter allows you to filter claims by Partial Repair/Replacement, Total Replacement, None, or Both. The column displays the type of roof damage for each claim.

Search

Based on your feedback, we made several improvements and additions to our Search feature! First, we added the ability to select multiple assignments in a row at once. You can do this by selecting a checkbox, holding the Shift key, and then selecting another checkbox; all the assignments between them will also be marked as selected.

We also added a City filter to Search, and we made the City and Date Assigned columns sortable.

Finally, we added new Preliminary Flood Report and Final Flood Report columns to Search.

Other improvements

• Now, when you duplicate an assignment, the underwriting company is included in the duplicated information.*

Sunsetting the Xactware name

Starting on 15 August 2022, as part of our effort to unify Verisk’s business units under a single brand, we will redirect our Xactware.com website to Verisk.com.

Your saved URLs should automatically point to the new location, but we recommend updating your bookmarks. The login pages for product access will remain unchanged.

Interactive User’s Guide updates

We gave our Interactive User’s Guide a facelift! We made several changes to improve its design, format, and functionality.

The Interactive User's Guide also has a new URL. If you have any related bookmarks, you’ll need to update them!

Search updates 

We’ve heard your feedback and concerns, and, accordingly, we’ve postponed the retirement of the queues and the Column Admin feature until early 2023. We'll use this extra time to ensure everything you love about these features is incorporated into Search!

Improvements

• The "Queue Type" label has been updated to "Queue Name" throughout the application.

Search updates 

When you try to access the Advanced Search URL, you are now automatically redirected to Search. Additionally, a dialog box appears with an explanation that Advanced Search was retired, and it directs you to helpful guides on this topic. If you have bookmarks set for Advanced Search, you will need to update them for Search. 

Improvements

We added two new text reports to Management Reports. The Average Value report allows you to view value information for estimates in each region or office level, and helps you see geographic or organisational trends in estimate value. The Frequently Used Items report displays the price list items used in a given set of estimates, sorted from most to least frequently used. 

Search updates 

We added a feature to help you quickly add relevant filters to your Search results. When you add a filter in Search, suggested column names appear in blue boxes above the results list. You can click a box to add the corresponding column to your results. 

Other improvements  

We added icons next to new or retiring features. Green icons indicate a feature is new. Yellow icons indicate that a feature is marked to retire soon. Red icons indicate that a feature will retire and a date is set. You can hover over the icon to view the retirement date. These icons currently appear in the main menus and the Customise Options page. 

When you delete a user, a spinner now appears to let you know that XactAnalysis is processing the deletion.

Quick Search updates 

We have heard your feedback about the Quick Search bar, and hopefully the changes in this release will address any issues you experienced.  

To help users recognise the difference between Quick Search and Claim Reference Search, we changed the menu. Now, instead of just an icon, you can see which search option the search bar is set to. We also updated the message that appears when no results are found, and the placeholder text that appears in the search bar for both options. 

You can now select a default option from the Quick Search menu. When you click the menu and hover over either Quick search or Claim Reference, a star appears. Click the star next to an option to mark it as your default option. It is selected every time you log in to XactAnalysis. 

We added a way for you to access your Claim Reference Search results after you leave the results box. When you select the Claim Reference option for Quick Search, and type a claim reference , the number of results now appears next to the search bar. This number remains even if you click outside of the results box or navigate to a different page. If results are found, you can click the number to re-open the results box and access the results. 

You can now select the claim information that appears in the Claim Reference Search results box. We added a Columns button in the box that allows you to select up to four columns for your results. The default columns for the results box are Claim Reference , Date Received, Assignee, and Insurer. 

Search updates 

We alphabetised the Select an Action menu options in Search. You can also pin your favourite options to the top of the list by hovering over the option and clicking the star that appears next to it. 

We added a new Date Assigned column in Search.

Improvements  

XactContents Collaboration and ClaimXperience are merging. To support this, we updated the Create XactContents Collaboration process so it creates a ClaimXperience Collaboration, and your XactAnalysis user is automatically set as the primary contact in ClaimXperience.

We improved our application accessibility for screen readers by adding a title to every page. We also added a Skip to Content feature that allows you to skip past the navigation and header, and quickly access the main sections of the page. To access this feature, open a page and press Tab on your keyboard, then press Enter.

Help

We are happy to reintroduce our new Help menu. From here, you can search the Interactive User’s Guide, watch videos, and access step by step guides for tricky processes. We will continue to flesh out this menu in the next while, so we would love feedback on ways we can improve.

Search

We also had a lot of feedback about Search opening assignments in a new tab. Some of our users liked it, and some didn’t. Now, you can choose! We added a button next to the Column Sets menu that allows you to toggle this feature on and off. By default, assignments open in the same tab as the Search results. 

We improved the performance of the Claim Number Search. It is now more reliable, and the data set names appear in the hint box along with their associated claim numbers.

We added a search bar to the Data Set filter. As you type in the search bar, the list of data sets automatically filters to match your criteria.

We made a small change to how text filters are processed. Previously, text filters returned results that started with, ended with, or included your search term. Now, these filters only return results that start with your search term. If that isn’t what you are looking for, you can now perform exact-match searches and wildcard searches.

Add an asterisk 

• before your criteria to find results that end with your criteria (*example). 
• before and after your criteria to find results that contain your criteria (*example*).
• in the middle of your criteria to find results that begin and end with your criteria (exa*mple). 

Add quotation marks before and after your criteria to only find results that match it exactly ("example"). 

Other Improvements

We improved the Quick Search tool in XactAnalysis mobile. 

You can now select a default filter set in Search. Search applies this filter set every time you navigate to it. If you don't have a default filter set selected, Search applies your last selected filters every time you navigate to it based on your cache. 

Improvements

We added an Estimate Value filter to Search so you can find estimates that fall within a specified minimum and maximum estimate value range.

We removed the Now, Next, Future option in the Help menu and moved the What's New document to a page in the Interactive User's Guide.