Production Release Notes - PFA Alias (AN_PFALAS_V1)

Introduces merchant-specific PFA alias support for premium finance e-signature workflows

What’s new

A new PFA (Premium Finance Agreement) alias field has been introduced to the premium finance workflow. The alias name is stored in quote details at the time a new quote is created and is used to determine which PFA format to apply for a given merchant. The selected format controls where insured details are placed for e-signature and how merchant details are included in the agreement.

Why it matters

Before this change, the platform had no way to distinguish between different PFA formats on a per-merchant basis. You can now configure a PFA alias per merchant so that IPFS sends the correct agreement format for e-signature, ensuring the right fields are presented to the insured and merchant details are accurately reflected in the document.

Production Release Notes – PFA Alias (AN_PFALAS_V1)

Release Date: Jan 8, 2026

Release Status: Deployed to Production

The main component of this release bundle is premium finance development for the alias name, which would specify the kind of PFA IPFS would be sending for e-signature.