Release 167 Notes - September 2026

Added Suppress OE Auto-Term and Maximum Age Fields for PrismHR Import/Export

The Offered Benefit Plan (OBP) dataform now includes two, new fields:

• Suppress OE Auto-Term

• Maximum Age

Both fields are fully integrated with the following PrismHR API import and export business rule methods, import and update processes, and business logic:

• ExportOfferedPlansToPrism business rule method

• ExportBenefitRuleToPrism business rule method

• OBP Mass Import process

• OBP Mass Update process

• Benefits Batch OBP Import logic

• Benefits Batch Renew logic

See:

• Manually Adding an Offered Benefit Plan

• PrismHR Benefits Batch Offered Benefit Plan (OBP) Import - Imported Fields List

Updated Benefit Plan Suppression Options

Previously, selecting the "Suppress from Entire Presentation" option in the Suppress from Presentation field on the Benefit Plan dataform suppressed the benefit plan from displaying in all locations of BPM, the Benefits Renewal Workbook merge, and prevented the plan from being exported in the Benefit Plan Export API and Benefit Rules Export.

Now, selecting the "Suppress from Entire Presentation" option continues to suppress the benefit plan from displaying in various locations but no longer prevents the benefit plan from being exported in the Benefit Plan Export API or Benefit Rules Export. Additionally, with this update, new lookup value, "Suppress from Presentation and Exporting," has been added to the Suppress from Presentation field. This option allows you to suppress a plan from the entire presentation while also excluding it from API exports.

See:

• Adding a Benefits Plan

• Benefits Renewal Merge

• Selecting, Rejecting or Suppressing Benefit Plans to Export

• BPM Benefit Plan Suppression

Automated Benefit Batch Cancellation for Terminated Clients

A new business rule named CancelClientBenefitBatches has been added. The rule is triggered when the Status field on a Client Master record is updated to Pending Termination, Terminated, Dead, or Expired. The rule automatically transitions all associated Active Benefit Batches (which are not already in Cancelled or Expired status) to a Cancelled status. This automation ensures that administrative work is not continued for invalid clients, preventing downstream errors in renewals and reporting. Each affected Benefits Batch includes an automatic date and time stamped entry in the Update Log field detailing the cancellation reason: "Auto-cancelled due to Client Status = {Pending Termination, Terminated, Dead, Expired}."

Note: The business rule is Active by default.

See Business Rule Methods.

Updated Benefits Plan Export API Logic for "Manually Set Percentages" Contribution Method

Previously, when exporting benefit plans using the Benefit Plan Export API where plans had a Contribution Method of "Manually Set Percentages", the amounts exported correctly, but the percentages did not. The Benefits Plan Export API logic for calculating employee contributions (Contribution EE Bill) and dependent contributions (Contribution DEP Bill) is now updated for the "Manually Set Percentages" Contribution Method to ensure that contributions are accurately calculated and reflected in PrismHR.

See Exporting Benefit Plans to PrismHR.

Added AI Case Analysis/Summary Generation

Note: If you are interested in using this feature, please contact your ClientSpace Professional Services representative or submit an extranet case.

You can now generate a concise summary of a case by clicking the Generate button located in the AI Case Analysis panel in the Action Center of a Client Service Case.

The system automatically gathers relevant case details, notes, and activities to produce an AI-driven analysis, including a priority assessment and recommended next steps.

Once an AI analysis is generated, it is saved as a child record which is accessed from the case record by clicking the AI Case Analysis link. This expands the list of links to all AI Case Analysis forms associated with the case. The links are ordered by date and time created with the most recent on top. Older AI Case Analysis forms are marked "Archived" as shown in the example list below:

Note: 

• An AI User role and a biz_ClientServiceCase_AICaseSummary security role entity was also added to secure this feature. The AI Case Analysis panel is hidden for users without assigned access.

• The following AI Case Analysis lookup group values can be customized by a Global Admin (System Admin > Lookups) if edits or additions to the default values are needed:

  • AI Analysis Status

  • AI Case Completeness

  • AI Customer Sentiment

  • AI Escalation Risk

  • AI Language

  • AI Priority Assessment

  • AI SLA Risk

See:

• Generating an AI Case Analysis

• Standard Security Entities

Added Cases Management XSLT Configuration for Use With the Query Widget

A new Cases.xslt file and peo_xslt_case stored procedure have been added which will allow Global Administrators to set up a Query (XSLT) widget as a powerful Cases Management dashboard.

The solution is intended to be anchored to workspace landing pages.

Note:

• Download the Cases.xslt file asset from the Spreadsheets, Templates, and Other Assets article. Use the file "as is" or customize displayed columns, formatting, filtering behavior, and navigation links. The file also can be treated as a sample XSLT template and foundation for creating additional custom query widgets that require workspace and user-aware filtering and display logic.

• If you choose not to specify Cases.xslt in the widget configuration, the stored procedure data will be displayed in a simple table format using default ClientSpace table styles.

• There is currently no security on the peo_xslt stored procedure.

See:

• Configuring the Cases Management XSLT Query Widget

• Using the Cases Management XSLT Query Widget

• Spreadsheets, Templates, and Other Assets

Also see:

Video

• XSLT in ClientSpace Query Widget Demo.

Added Master Survey Recipients Dashboard and Detail Page

Administrators can now view and manage survey recipient "Unsubscribe" statuses through a new Master Survey Recipients dashboard (System Admin > Email Admin> Master Survey Recipients) and a Master Survey Recipient detail page. This update allows for global "unsubscribe from all surveys" management or granular control to unsubscribe a user from a specific survey design.

See Master Survey Recipients Dashboard.

Added SurveyURL Replace Field to Support Sending Survey Links in AI-Assisted Email Template Body Text

SurveyURL is now an available replace field when you click the See Replace Fields link on the Email Template Step 2: Content tab. This allows you to include survey links on AI-assisted content.

See Using Generative AI to Create Email Template Body Text.

Added Email File Preview Support

You can now preview .EML email file attachments directly within the Document Previewer without needing to download them. This update allows for a quick summary of the email's subject and body text and also displays a list of any file attachments associated with the email.

See Document Previewer