Release Notes – 06/10/2025

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New + Improved

Applicable users: All Users

New Benefit Types and Naming Aliases Now Supported

We’ve expanded the list of available Benefit Types when adding a plan to include:

• • • • Employee Assistance Program
      • Parking
      • Transit

In addition, the Platform now recognizes and accepts common industry naming aliases for benefit types during the import, including:

• • • • EAP for Employee Assistance Program
      • Health Savings Account for HSA
      • Health Retirement Account for HRA
      • Group STD for Group Short Term Disability
      • Vol STD for Voluntary Short Term Disability
      • Group LTD for Group Long Term Disability
      • Vol LTD for Voluntary Long Term Disability
      • DCA for Dependent Care FSA

These updates reduce input errors by supporting widely used benefit terminology across the industry.

New Carriers Added to the Platform

We’ve added two additional carrier options to the Platform to provide greater flexibility when managing plans:

• • • Employer Sponsored
    • Other

These new carrier types help capture a broader range of benefit offerings and administrative scenarios.

Group Number No Longer Required for Carriers and Plans

We’ve updated the Platform to remove the required status on the Group Number field at both the carrier and plan levels.  This change applies to both the import function as well as manual entry.

This change provides greater flexibility when entering carrier and plan data, especially in cases where a group number may not be applicable or available during setup.

Carrier Plan Inception and End Dates Removed

We’ve removed the Inception Date and End Date fields from the carrier plan level. These date fields will now be managed exclusively at the carrier level.

This change helps streamline data entry and ensures consistency in plan timelines.

Applicable users: All Organization Users

New User Role Added – Organization Task Manager

We’re excited to introduce a new user role in the Platform: Organization Task Manager.

This role is similar to the Organization Comparer (Whitelisted), with one key difference—it does not have the ability to create audits. The Organization Task Manager role was created in preparation for our upcoming Agency Task Module and offers the following capabilities:

• • • • Can be assigned as a Company Organization Contact
      • Can access and modify carriers and carrier plans available to them
      • Retains verification functionality

Importantly, this role does not count against an organization’s seat limit, allowing for unlimited Organization Task Manager users.

Enhanced Import Functionality Now Available

We’re pleased to announce several enhancements to the Platform’s import functionality, designed to streamline data entry and reduce user confusion.

Improved User Access Clarity

• • • For users without import permissions, the Import button is now grayed out. Previously, users could click the button and receive an error message—this update improves the experience by clearly indicating inaccessibility upfront.

New Company Import Template

The company import process has been expanded from a single-column Excel file to a more comprehensive template that now includes the following fields:

• • • • Company Name (Required)
      • Notes
      • First Demo Date
      • Activation Date
      • Primary Organization Contact Username
      • Secondary Organization Contact Username
      • Renewal Contact Username
      • Organization Benefit Admin System

Note: The selected system must already exist at the Organization level prior to import.

Updated Carrier Import Template

• • • • Now includes reference tabs to help ensure correct naming conventions for Carriers and Eligibility Management Types.
      • The Group Number field is no longer required, both for imports and manual entries.

New Carrier Plan Import Template

A new Carrier Plan import template has been introduced, supporting the following fields:

• • • • • • Company Name (Required)
          • Carrier Name (Required)
          • Plan Name (Required)
          • Benefit Type (Required)
          • Group Number
          • Eligibility Management Type
          • Disable Renewals
          • Notes

Reference tabs for Carriers and Benefit Types are also included in this template to help ensure consistency and prevent naming errors during the import process.

These enhancements are designed to simplify setup, increase accuracy, and offer greater flexibility in managing your data within the Platform.

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Reminder: Carrier and Carrier Plan Features Availability

Please note that Carriers and Carrier Plans are only available to organizations on the Platinum Elite and Subscription-Based Plans.

If you’re interested in upgrading your current subscription, please contact our Business Development Team at sales@dms-datavalidate.com or complete the online form here:

DVP Platinum Elite Subscription Form – DMS Data Validate

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Coming Soon!

Upcoming enhancements to the Platform:

1. Agency Task Module
2. Upload User: Ability to create a user that can upload files directly to the platform for comparison.
3. Upload Library: Ability to upload files directly to the platform to be used for audit purposes.
4. Email Tracking: Ability to track when verification and completion emails have been sent.
5. Carrier Invoice Conversion Process – adding additional carriers
6. Mapping search functionality
7. Mapping edit functionality for in-use mappings.
8. Mapping import functionality.

If you would like to submit a request for a future enhancement, please Click Here to initiate your request.

Reminders

1. All support Inquiries should be directed to support@dms-datavalidate.com
2. Competing priorities making auditing an issue, please remember we offer our Audits on Demands and Subscription Based Audit services, allowing the Data Management Team to manage your audit workflow.

For more information, please visit our website at AOD and SBA Packages | DMS Data Validate (dms-datavalidate.com) or contact sales@dms-datavalidate.com

3. If you have changed the plan names or carriers in your Ben Admin or Payroll system, this may impact your existing mapping structure.