Enhancement Release 11.10.0 -Package Revisions -Eligible Contracts
- Chantel Munroe
11.10.0 (July 10th, 2024)
Re-Enabling Package Revisions
These changes are in a disabled state and will be built and deployed across multiple releases.
The following tabs and capabilities will be created:
Eligible Contracts: List of contracts currently eligible for a package revision
Updated Contracts: List of contracts updated with the current package revision
Ineligible Contracts: List of contracts ineligible for a package revision
Includes contracts currently assigned to non-billable parties
Contracts not eligible due to contract language being in alternate language to the package being revised.
All tabs will be searchable and clients will be able to export the data into an excel file
Clients will have the ability to select which contracts they would like updated with the current package revisions and auto-assign the updated contracts to the required party to fulfill the new requirements
Eligible Contracts
This release included the following changes in a disabled state therefore you will not be able to view them at this time
Creation of the Eligible Contract tab with the ability to single or multi-select which contracts you would like update with the new package revision.
Previously all contracts associated with a package had to be updated at the same time.
This flexibility allows clients the option to select which contracts they would like to update and when in order to provider great flexibility.
The column layout has been improved to create greater standardization across the application. The layout is same as the Contract>Search results and includes the following fields:
Application ID
Contract Language
Selling Code(s)
Advisor Name
Primary Party Name
Status
Current Party
Party Size
Last Modified Date
Health
Revision Version
Contracts in the eligible tab can be search based on the following criteria:
Application ID
Selling Code
Advisor Name
Primary Party Name
Revisions Version
Contract lists can be exported into an excel file to be used a needed.
Functionality has been extended to include maintenance packages which were previously ineligible for package revision functionality
New & Improved User Interface
Previous User Interface
Ticket # | Summary | Description | Area of Impact |
|---|---|---|---|
SD-51320 | Law 14- Phase 2B - Create 'Eligible Contracts' Screen | This change is in a disabled state Part of several changes required to re-enable the Pushing Revisions functionality This change allows clients to view the list contracts eligible for a package revision and to single or multi-select the contracts to be updated The columns were also standardized to match the Contract Search results with following fields
| Regulatory -Law 14 -Phase 2B |
SD-53953 | Law 14- Phase 2B - Add Search field to the Eligible tab in the Package Revision screen | This change is in a disabled state Part of several changes required to re-enable the Pushing Revisions functionality This change allows clients to search the list of eligible contracts by
| Regulatory -Law 14 -Phase 2B
|
SD-53954 | Law 14- Phase 2B - Add an Extract to Excel button the Eligible tab in the Package Revision screen | This change is in a disabled state Part of several changes required to reenable the Pushing Revisions functionality This change allows clients to extract the list of eligible contracts into excel | Regulatory -Law 14 -Phase 2B |
SD-8000 | Law 14 -Phase 2B-Pushing Revisions -No "Update Contracts" Option for Maintenance Packages | This change is in a disabled state Part of several changes required to re-enable the Pushing Revisions functionality Functionality to push package revisions has been extended to include Maintenance Package. Previously, this package type was not eligible for this functionality. | Regulatory -Law 14 -Phase 2B |
SD-59434 | Search Extracts -Contracts -State field doesn't not populate | Contract state was not populating in Search>Contracts excel extract. This has now been resolved. | Search Extracts -Bug |
SD-59462 | Generate Account Activity Report | Generate data required to update the client Account Activity reports in production | Reporting |
SD-56259 | Technical | Re-engineering of auto-deployment tool used to automate deployment of code in all environments | Internal -Technical |
SD-59485 | Technical | SQL Server upgrade | Internal -Technical |
SD-59449 | Technical | Optimization of our data archival processes | Internal -Technical |
SD-59612 | Datafix - E&O flag | Set E&O flag appropriately for an advisor | Support |
SD-55352 | APEXA Staff Access to View Assets | Extend timeout threshold in our internal staff portal to load client assets | Internal -Performance |