Release Schedule Update
This year, FIDx has aligned with Envestnet’s quarterly release schedule (February, May, July, and November) for updates to the Insurance Exchange platform. Additionally, FIDx will implement one or more minor releases independently between these main updates.
These minor releases will focus on small enhancements and fixes, typically excluding major integrations or complex workflows such as strategy modifications unless necessary.
The additional releases aim to reduce the size, impact, and risk associated with the major quarterly updates. They also allow FIDx to address platform issues and meet client-driven needs and implementation deadlines promptly, without waiting for the next major release.
Upcoming Release
The next release will take place on Friday, July 12, and includes the following updates:
- Hierarchy File Processing: Envestnet extracts a version of the hierarchy file and sends to FIDx for some clients. This is typically used to build seed data for the firm’s AOE integration. FIDx will now consume additional data points on that file that we did not previously consume.
- Foundational Code: Support for new Licensing & Appointment (L&A) capabilities for Global Atlantic and Pacific Life.
- Partner Portal Enhancements: Bug fixes and improvements to FIDx’s Partner Portal. These changes do not apply to Envestnet firms.
- Product Data Mapping: Enhancements to product data mapping in our carrier-facing Product Store.
- General Maintenance: Various bug fixes and general maintenance items.
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