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Ticket # | Summary | Description | Area of Impact | ||
|---|---|---|---|---|---|
SD-42026 | Cancel Contract - MGA's still have the option to send a contract to other parties in the contract chain after it has been cancelled. | After contracts have been cancelled on APEXA, the billable party that cancelled the contract still had the option to send the contract forward or backwards. A fix was implemented to disable the “Send” button after a contract has been cancelled. | Cancel Contract -Bug | ||
SD-40168
| Assets -Packages -Newly Added Agreements and Contract Questions will Duplicate when Changes are Pushed to Existing Contracts Pushing Revisions | When a contract package is updated to add either new agreements, documents or contract questions, and the new package revision is pushed down to all existing contracts with the previous revision of the package, all the newly added agreements, questions and documents gets duplicated in the individual contracts. The contracts will show that there are some missing requirements, and the contract parties will have to re-sign the duplicated agreements or answer the duplicated contract questions. A fix was implemented to stop newly added agreements, questions, and documents from duplicating after a contract package has been updated and pushed to related contracts. | Assets -Bug | ||
SD-40220 | Improve the performance of the method "ListFacilitatingRelationships" Performance Improvement -Advisor Search | Due to delays noticed in the performance of the method "ListFacilitatingRelationships" , searches were not functioning properly - search results were not filtered when the name of a third party was typed, and searches were timing out. The below changes were made to improve performance:
| Performance | Implement performance improvement when returning results for Advisor>Search | Performance Improvement |
SD-40559 | InTrust -Profile Details -Unable to Upload Attachments | Some clients are unable to upload certain whitelisted documents to advisor/ corporation profiles in In-Trust intermittently. A fix was implemented to resolve the root cause. | InTrust -Bug | ||
| SD-30548 | Specific user is unable to reset their passwordData Fix | Data Fix executed to resolve issue where one user cannot reset their password | Data Fix |