SMART Release Update July 2023

Jul 25, 2023 | Procedural Updates

The July SMART release included the following improvements:

  • Correct Original Filing field now allows search by Policy Number and SLTX ID
  • Better handling of existing non-policy transactions when they are transitioned to a Policy Replacing Binder
  • Indicator icon added for brokers utilizing a 3rd party filer (to make filings on their behalf)
  • Phase 1 of changes to Outstanding Errors (Tags) page to allow users to choose which data points are shown (via Display feature)
  • Improved propagation of CustomID when correcting errors (tags)
  • Phase 1 of changes to Upload API page, to allow user to search by various data points (including batch number) on all previously submitted API/XML files
  • Email notification if API Batch posting ends abnormally
  • Phase 1 of changes to API Batch status when posting fails / encounters a timeout
  • API Batch Status endpoint will more appropriately handle bad or invalid data sent as part of the status request
  • Market Data Reports are automatically created as part of SMART’s monthly processes

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.