Enhancement Release 13.6.0- Licence Lookup Optimization & AODA

13.6.0 Go Live: Feb 18, 2026

Ticket #	Summary	Description	Area of Impact

Ticket #	Summary	Description	Area of Impact
SD-73459	Infrastructure- Remove Monaco Security	Infrastructure enhancements were completed to remove security constraints and improve system flexibility	Infrastructure- Security
SD-75582	Security- Prompt Multi Factor Authentication for Critical Functions- Feature Flag	Security improvements were implemented to prompt MFA for APEXA staff when editing or updating feature flag settings	Enhancement-Security
SD-75405	Licence Lookup- Resolve Search with a Partial Licence Number	An issue was resolved where licence lookups were successful using partial licence numbers. This fix ensures licence records are retrieved only when a complete and valid licence number is used for search	Bug Fix- Licences
SD-75387	Licence Lookup- Resolve Failure for Complex Username	An issue was resolved where licence lookups for users with complex names were failing. This fix ensures all valid names return a licence record	Bug Fix- Licences
SD-75811	Performance- Improve license lookup – Optimize Licence Job	Enhancements were made to the licence monitoring job to prevent false Advisor profile history updates and ensure only valid changes are captured	Licences - Performance
SD-73558	AODA - Attestation - Policies & Procedures	1 instance of guideline 1.1.1 was resolved Non-text Content Compliance screen - (CLHIA ACCAP logo) "Browser Not Supported" 1 instance of guideline 1.3.1 was resolved Info and Relationships Attestation - Policies & Procedure screen - Additional information text area	Regulatory -AODA
SD-73617	AODA - Client Assets- Agreement-Contracts	3 instances of guideline 1.3.1 were resolved Info and Relationships "Agreements (HTML)" screen - Table Header last column 1 instance of guideline 2.4.7 was resolved Focus Visible Agreements (HTML) screen - "Click Here" link 4 instances of guideline 4.1.2 were resolved Name, Role, Value Agreements (HTML) screen - "Add" Button Agreements (HTML) screen - Table Header last column Agreements (HTML) screen - "Delete Popup" from delete button in the table Agreements (HTML) screen - "Delete Popup" from clicking the ‘delete button” in the table	Regulatory -AODA
SD-73619	AODA - Client Assets-Packages- Edit Package	2 instances of guideline 1.3.1 were resolved Info and Relationships 2 instances of guideline 2.4.3 were resolved Focus Order Package Revision screen - Edit screen - language change Modal- English Package Revision screen - Edit screen - language change Modal- French 3 instances of guideline 4.1.2 were resolved Name, Role, Value Package Revision screen - "Edit" Button Package Revision screen - Edit screen - language change Modal- English Package Revision screen - Edit screen - language change Modal- English	Regulatory -AODA
SD-73923	AODA - Client Assets - Packages - Details	3 instances of guideline 1.3.1 were resolved Info and Relationships Packages - "Revisions" screen - Table Header last column 4 instances of guideline 2.4.3 were resolved Focus Order Packages - "Detail" screen - language change Modal (English) Packages - "Detail" screen - language change Modal (French) 3 instances of guideline 4.1.2 were resolved Name, Role, Value Packages - "Detail" screen - "Edit" Button Packages - "Detail" screen - language change Modal (English) Packages - "Detail" screen - language change Modal (French)	Regulatory -AODA
SD-75161	AODA - Client Searches-Search-Tasks	5 instances of guideline 1.3.1 were resolved Info and Relationships Search - Tasks - "Task Search" screen - Table Header last column 2 instances of guideline 1.3.2 were resolved Meaningful Sequence Search - Tasks - "Task Search" screen - Buttons in Table Unassign Reassign Complete Search - Tasks - "Task Search" screen - Buttons in Table Claim Assign 3 instances of guideline 2.4.3 were resolved Focus Order Search - Tasks - "Task Search" screen - "Assign Popup" from "Reassign/Assign" button in the table 4 instances of guideline 4.1.2 were resolved Name, Role, Value Search - Tasks - "Task Search" screen - "Confirm Popup" from "Complete" button in the table Search - Tasks - "Task Search" screen - "Assign Popup" from "Reassign/Assign" button in the table Search - Tasks - "Task Search" screen - "Confirm Popup" from "Unassign" button in the table Search - Tasks - "Task Search" screen - "Confirm Popup" from "Claim" button in the table	Regulatory -AODA
SD-75169	AODA - Client Searches-Search-Tasks	1 instance of guideline 1.3.1 was resolved Info and Relationships 1 instance of guideline 2.4.1 was resolved Bypass Blocks 1 instance of guideline 2.4.6 was resolved Headings and labels "Task" screen - "Task Search" section - "Filter Tasks" heading	Regulatory -AODA
SD-75389	AODA - Client View of Advisor & Corporation-Advisor Profile-Credit History	3 instances of guideline 1.3.1 were resolved Info and Relationships Advisor profile - Credit history screen - "Address Changes" - Table header column Advisor profile - Credit history screen - "Toggle Details" content - Content appears after clicking the icon on each table 2 instances of guideline 2.4.3 were resolved Focus Order Advisor profile - Credit history screen - "Branch Codes" Modal / Dialog 1 instance of guideline 3.3.2 was resolved Labels or Instructions Advisor profile - Credit history screen - "Accuracy, Phone, Append Verify and Update" data values 1 instance of guideline 4.1.2 was resolved Name, Role, Value Advisor profile - Credit history screen - "Address Changes" - Table "Toggle Details" button	Regulatory -AODA
SD-73240	AODA - Corporate Profile - Contract Request -New Requests	1 instance of guideline 1.3.1 was resolved Info and Relationships	Regulatory -AODA
SD-73483	AODA - Attestation - Documents	1 instance of guideline 1.3.1 was resolved Info and Relationships Attestation – Documents screen - Last column in the table header 1 instance of guideline 2.4.3 was resolved Focus Order "Attestation Declaration" Modal window	Regulatory -AODA
SD-74704	AODA- Centralize Loading Indicator on Contract Search Result Page	An issue was resolved where long profile names were no longer being truncated. This fix ensures long profile names are now consistently truncated	Regulatory -AODA
SD-75510	AODA-Truncate Long Profile Names	An issue was resolved where long profile names were no longer being truncated. This fix ensures long profile names remain truncated	Regulatory -AODA

Guideline List -Affected Guidelines

Description

Description
1.1.1 - Non-text Content - Level A - All non-text content that is presented to the user has a text alternative that serves the equivalent purpose, except for the situations listed below
1.3.1 -Info and Relationships - Information, structure, and relationships conveyed through presentation can be programmatically determined or are available in text
1.3.2- Meaningful Sequence - When the sequence in which content is presented affects its meaning, a correct reading sequence can be programmatically determined
2.4.1-Bypass Blocks - A mechanism is available to bypass blocks of content that are repeated on multiple Web page
2.4.3- Focus Order - If a Web page can be navigated sequentially and the navigation sequences affect meaning or operation; focusable components receive focus in an order that preserves meaning and operability
2.4.6 Headings and Labels - Headings and labels describe topic or purpose.
2.4.7 Focus Visible - Any keyboard operable user interface has a mode of operation where the keyboard focus indicator is visible
3.3.2 Labels or Instructions - Labels or instructions are provided when content requires user input.
4.1.2 - Name, Role, Value - For all user interface components (including but not limited to: form elements, links and components generated by scripts), the name and role can be programmatically determined; states, properties, and values that can be set by the user can be programmatically set; and notification of changes to these items is available to user agents, including assistive technologies