October 10, 2025 – Release notes
In this latest version of coog: new APIs for endorsements and claims, as well as major enhancements to existing APIs such as those dedicated to contracts, third parties, and documents.
For the growing number of coog advance contributors, two major projects have been implemented: dashboards for supervisors and users, and a differentiating development on the PASRAU scope.
On the regulatory side, the DSN module has been given pride of place with a number of finalized developments.
Finally, the management of documents required for contract amendments has been greatly simplified thanks to the possibilities offered by rules.
coog API
Contracts
Addition of guarantee details to the contract simulation API
Change: enable the return of the results of guarantee detail rules during rate simulation.
Collective agreements
Addition of the companies entry point in GraphQL and exposure of various fields
Development
Search for and view a company via API using the following filter criteria:
- Code,
- Name,
- SIREN.
Contract amendments
New API for creating amendments
Requirement: create amendments via API and receive a summary of the changes made, including contributions.
Development
Create a new API that receives the following list of objects:
- Amendment definition,
- Target identification for the amendment (in this case, a third party),
- List of individual amendments,
- List of fields with values for each of these individual amendments,
- Amendment rate simulation.
Third Parties
Enhancement of the API relating to third parties
Business requirement: check for duplicate natural persons by taking into account place of birth information when creating a third party via API.
Development
Addition of the following fields to the API dedicated to third parties:
- Country of birth,
- City of birth,
- Postal code of birth.
Claims
New API for creating claims with associated third parties
Development
Provide an API that allows users to:
- Create a claim file in coog,
- Create a third party associated with the claim if one does not already exist,
- Create a task related to this claim (to process affiliation, for example),
- Upload attachments,
- Add notes.
Enhancement of the claims consultation API
Development
Enhance the pension claims consultation API to retrieve:
- The list of claims related to a contract,
- The details of a claim,
- Attachments,
- Notes.
Documents
Enhancement of the document request API
Evolution
Enhance the document request API with the following information:
- Blocking Boolean,
- Category,
- Document family,
- Document descriptor,
- Third-party information.
Support for additional data in the document request API
Development: add additional data to the API for detecting and updating document requests and convey responses to questionnaires.
New API allowing a document to be linked to an existing document request line
Development
Create an API allowing a received document to be linked to a document request.
The match is made based on the following criteria:
- If the type of document expected is the same as the type of document transmitted,
- And if the “Status” of the expected document is “Pending,”
- And if only one expected document “Pending” for this type of document exists.
Technique
Override, in minutes, the validity period of tokens in the API configuration
Change: increase the document download token duration in the API configuration.
coog advance
PASRAU
Nominative CRM
Developments:
- Management of PASRAU rate expiration dates,
- Consideration of future rates for claims settlement,
- Creation of entry points allowing managers to process CRMs through the integration of KO messages.
GDPR
Addition of a wizard to extract fields identified as sensitive
Development: create a wizard to extract all fields identified as sensitive, module by module.
Activity management
Dashboards for activity management
Development
Creation of dashboards providing a summary of tasks and their quality by team and area (quotes, contracts, claims, tasks, etc.):
- List the various tasks to be performed and distribute them to authorized users.
- View information about the various tasks and processes.
- Monitor process management in terms of workload per team, processing time, and task age.
Supervisor view / user view
coog Back Office
Regulatory
DSN
Addition of a DSN population code template to risk descriptors.
Development: make DSN population codes configurable using additional data.
Example: the first letters of the codes for the risks covered will generate the DSN population code.
Loading and queuing DSN declarations
Developments:
- Reading and queuing DSN files received up to the date of consideration (calculated using a rule),
- Creation of an entry point for tracking DSN declarations received and queued.
Addition of the batch for processing DSN declarations
Change: ignore replaced DSN declarations and process declarations retained on the date of consideration.
Eckert
Application of Eckert to a third party death benefit
Development: create a new type of loss allowing Eckert to apply when the deceased person is not the insured (e.g., death of a spouse).
Update to the Eckert revaluation rule
Change: incorporate penalties related to the PACTE law.
Contracts
Creation of a fully web-based subscription process
Business context: meets the needs of fully web-based products, for online sales only, without a distributor.
Developments
Do not block the subscription process until the contract is activated (even if a document is missing).
It is also possible to create a statement if payment is made online. The sales process is designed to be accessible so that managers can intervene in the event of a blockage.
Creation of a dedicated Madelin Contract module
Development: manage self-employed workers within the framework of pension contracts without installing the Health modules.
Addition of a choice of duration calculation method for commercial discounts
Change: call the rules engine for commercial discounts based on duration.
Example: apply a commercial discount of X months free for N years, based on contract data.
Contract amendments
Addition of document requests managed by rules on amendments
Business need
Amendments with risk analysis are particularly affected by this change. This is because the decision criteria depend on the changes made.
Example: in the context of a capital increase, a simple medical questionnaire will be requested for an increase of less than €5,000 and a detailed medical questionnaire for a higher amount.
Change: call up a rule for required documents on amendments, guarantee by guarantee, in a context where the amendment is simulated and not yet applied.
Demande de document sur un avenant
Collective agreements
Addition of membership exemptions
Reason for exemption based on the risk covered (individual)
Addition of the link between group contracts and individual contracts
Development: ability to link individual products to group products in order to manage optional coverage at the employee’s discretion on mandatory group contracts.
Link between group product and individual product on: 1. The individual product (new tab “Eligible group products”), 2. The individual contract.
Create dimension values on dimension models
Evolution: manually enter dimension values to have them available on new implementations, be able to modify them, and retrieve default values.
Example: display of “Implementation Tables” in subscription.
Health
Addition of the reimbursement basis field
Change: add the reimbursement basis to claims consultation, also available in APIs.
Noémie
New reconciliation criteria
Change: for the reconciliation of 9xx flows, the data from the 4xx image sent is now compared with the data from the 9xx return.
Addition of a wizard to resend Noémie images
Development: creation of a wizard from the third party and from the contract to resend the last known image without going through an amendment.
Third parties
Customized anonymization of IBANs
Development: create an IBAN anonymization script that generates valid random IBANs
Third-party endorsements
Simplification of the change of address endorsement
Evolution
Remove unnecessary data:
- Receipt,
- Third party,
- Subdivision.
Addition of a warning if a claim is opened while a death date endorsement is in effect
Requirements:
- Avoid rejected transfers with the reason “Account holder deceased” or incorrect payments.
- Alert the manager if claims are pending when the death of a third party is recorded.
Development: add an informative message when recording the death of a third party if benefits are pending.
Creation of an amendment to cancel a death declaration
Change: create an amendment to cancel the declaration of the date of death, allowing the erroneous entry to be canceled.
Addition of the “Email configuration” field on commercial products
Business requirement: send emails with a different sender for white label product management.
Claims
Use of payment information in displaying tax information for compensation payments
Warning: until the claim reimbursement has been made
Automatic termination or cancellation of contract upon declaration of claim
Requirement: ability to terminate the contract or cancel the covered item automatically upon the occurrence of a Death or Total and Irreversible Loss of Autonomy (TILA) claim.
Development
- When entering a Death claim:
- A termination amendment is proposed to the manager,
- The date of death is entered on the third party form.
Generation of claims reimbursements without running a batch
Development: create a wizard allowing users to select which compensation payments related to the claim they wish to disburse without running the batch.
Addition of pro rata and fixed amount distribution methods for claim beneficiaries.
Context: historically, there was a percentage distribution method that could lead to discrepancies in capital distribution.
Example: distribution between three beneficiaries for an amount of €100,000.
Changes
Develop two other distribution methods:
- By share
- By fixed amount* + share
*coog adjusts the amount to be paid based on the amount of capital to be distributed.
Distribution of beneficiaries under a contract
Adding a link between an invoice and a claim
Change: add a “Related claim” field to invoices to link the invoice to a claim.
Triggering medical analysis rules when generating compensation payments
Business requirement: after 90 days of compensation (including continuous or discontinuous deductible), submit the file for medical review.
Development: call the medical decision rule during each compensation calculation in addition to the call during the claim file review.
Addition of the field “Date of occurrence of initial injury” to all injuries
Business requirement: in the event that a work stoppage evolves into disability or death, it is necessary to retain the date of the initial injury so that it can be used in the rules engine.
Contributions
Limit re-issuing receipts to cases of amendments involving rate changes
Business need
Currently, in the event of a rate change on a contract (e.g., addition of coverage, insured party, loan modification, etc.), receipts are systematically canceled/regenerated/reissued from the effective date of the amendment. This generates a large volume of processing.
Change: improve premium storage to detect cases where rates have not changed in order to distinguish between changes requiring re-issuance of receipts and those with no impact on rates.
Billing
Accounting
Creation of a batch for generating reports on unposted receipts
Addition of an automatic third-party to third-party balance transfer wizard
Evolution
Transfer money from a deceased third party to a third party related to the deceased using a wizard.
The operation will automatically cancel the receipts, put the receipts in the name of the new subscriber, and transfer the negative or positive balance.
Other actions are available to replace third parties (e.g., accounting movements automatically transferred to the third party).
Example: in the context of a commercial rebound, allow a spouse to take out the contract of a deceased insured person.
Adding labels to accounting configuration, slips, accounting products, and accounting categories
Allows you to import the Banque de France v2 file for integration into the banking database.
Setting the accounting transaction date to the 15th of the month upon receipt of an OCAPI payment
Addition of the third-party status of the payment recipient as a break criterion in analytical rules
Business requirement: distinguish between benefits paid to individuals and those paid to legal entities.
Documents
Addition of a wizard to find uses for a document type.
Development: add an action to list the warranties, products, and services that use this document type.
Adding a sequence number to document types
Change: creation of a sequence for document types to order the display of requested documents.
Desktop publishing
Creating a “Find and Replace” batch
Requirement: ensure reliable letter modifications during version upgrades in the event of field changes.
Added a sequence on report settings to control the order of data to be completed
Enrichment of the Bdoc feed library
Developments
Create pre-configured Bdoc feeds for:
- Third parties,
- Claims,
- Contracts,
- Grouped payments.
Rules engine
Update to the element_couvert_a_relation rules engine function
Change: add a parameter to limit the search for the type of relationship to insured parties listed on the contract for the covered element being tested.
Added a rule engine function that returns details of another warranty
Addition of test set verification batch
Requirement: automatically run test sets configured on rules to verify whether a change has impacted the rule.
Development: create a “Rule test set validation” batch to trigger test sets automatically and detect any regressions.
Technical core
Addition of a linked record “Channels” for “Batch configurations”
Added the condition “First day of next month” to batch settings
Adding a shortcut from batches to asynchronous operations
Displaying the execution counter on the batch operations view
Addition of an assistant for checking the integrity of accessors and updating control
Evolution: create an assistant to check the consistency of configured accessors* during version upgrades.
*New rule engine features that eliminate the need for development in simple cases.
Possibility of adding a batch string to the next daily
Evolution: add a string to the next daily in order to control interactions without the need for manual intervention.
Migration
Update of existing migration processes
Developments
- Contract migrator: addition of external identifiers.
- Contract guarantee migrator: automatic validation of beneficiary clauses.