AN_PFALAS_V1 Archives - AndDone https://www.anddone.com/tag/an_pfalas_v1/ Powering Insurance Payments with AndDone Wed, 08 Apr 2026 21:19:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.anddone.com/wp-content/uploads/2025/09/cropped-AndDone_Logo_Secondary_Color-1-32x32.png AN_PFALAS_V1 Archives - AndDone https://www.anddone.com/tag/an_pfalas_v1/ 32 32 Production Release Notes – PFA Alias (AN_PFALAS_V1) https://www.anddone.com/production-release-notes-pfa-alias-an_pfalas_v1/ Thu, 08 Jan 2026 09:00:00 +0000 https://www.anddone.com/production-release-notes-pfa-alias-an_pfalas_v1/ 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,

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]]> 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.

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Premium Finance Workflow to Support Merchant Specific PFA [AN-38177]

  • PFA format will determine where to e-sign insured details and add merchant details.
  • PF alias will help to determine the type of PFA format.
  • To store PF alias name in quote details in new quote.

Client Facing: Yes

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]]> UAT Release Notes – PFA Alias (AN_PFALAS_V1) https://www.anddone.com/uat-release-notes-pfa-alias-an_pfalas_v1/ Fri, 26 Dec 2025 09:00:00 +0000 https://www.anddone.com/uat-release-notes-pfa-alias-an_pfalas_v1/ 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,

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]]> Overview
  • Release date: December 26, 2025
  • Release status: Deployed to UAT
  • Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 272–272

Highlights

  • PFA [AN-3817]

References

  • AN-3817
  • AN_PFALAS_V1

Original release notes excerpt

UAT Release Notes – PFA Alias (AN_PFALAS_V1)
Release Date: UAT Dec 26, 2025
Release Status: Deployed to UAT
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,
Features Deployed Client
Facing
Impact
Premium Finance workflow to support Merchant Specific Yes,
PFA [AN-3817]
PFA format will determine where to e-sign insured details
and add merchant details
PF alias will help to determine the type of PFA format

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 272–272.

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