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Enhancement Release 13.8.0- Licence Lookup Optimization & AODA

Enhancement Release 13.8.0- Licence Lookup Optimization & AODA

 

13.8.0 Go Live: Apr 1, 2026

Ticket #

Summary

Description

Area of Impact

Ticket #

Summary

Description

Area of Impact

SD-76027

Security- Relabel Verbal Password Text

A data fix was implemented to relabel “verbal password” as “verbal prompt” in the UI to better reflect its purpose and remove the need for MFA prompt when viewing or editing it

Enhancement-Security

SD-75153

Security- Update Validity for Short Lived Tokens

Security enhancements were implemented to limit short-lived tokens to a 1-hour validity period, reducing the risk of token reuse and improving session security. Short-lived tokens are the confirmation links included in password resets, email reset confirmations, and profile confirmation emails.

Enhancement-Security

SD-75160

Security- Stop User Enumeration Via Password Reset Request Emails

Security enhancements were implemented to stop sending password reset failure emails when an unregistered email address is used. This helps prevent unintended disclosure of account existence

Enhancement-Security

SD-76465

License Lookup (MB): Resolve Incorrect “Conditions” Update

A fix was implemented to leave the “Conditions” field in Apexa blank when it is set to “None” in the MB portal, ensuring the value is not incorrectly populated during licence lookup or monitoring

Licence Lookup- Bug Fix

SD-76703

Performance- Improve license lookup- Stop Monitoring Expired Licences Indefinitely

Improvements were made to the licence job to stop monitoring licences after they expire, improving performance and success rates by ensuring only valid licences are monitored daily. 

Enhancement-Security

SD-70941

AWS-Autoscaling- PRD

Production configurations were updated to enable autoscaling, improving availability and performance during periods of increased load

Performance

SD-74743

AODA - Client Searches-Results-Advisor Addresses

1 instance of guideline 1.3.2 was resolved

  • Meaningful Sequence

    • Multi-Select Dropdowns (Type, Province)

    • Addresses Screen -> Addresses Ad hoc" Table -> "Reset" and "Create Trigger" buttons

1 instance of guideline 2.4.3 was resolved

  • Focus Order

Regulatory -AODA 

SD-73921

AODA - Client Assets - Package Revisions

2 instances of guideline 1.3.1 were resolved

  • Info and Relationships

    • Packages - "Contracts" screen - Table Header first column

1 instance of guideline 1.3.2 was resolved

  • Meaningful Sequence

    • Packages - "Contracts" screen - Tab buttons

      • Eligible

      • Updated

      • Ineligible

3 instances of guideline 2.4.3 were resolved

  • Focus Order

    • Packages - "Contracts" screen - Update Contract Modal from the Update contract button

    • Packages - "Contracts" screen - Update Contract Modal from the Update contract button

3 instances of guideline 4.1.2 were resolved

  • Name, Role, Value

    • Packages - "Contracts" screen - 2nd Tab content

    • Packages - "Contracts" screen - 3rd Tab content

    • Packages - "Contracts" screen - Update Contract Modal from the Update contract button

Regulatory -AODA 

SD-74235

AODA - Client Assets -Sections

2 instances of guideline 1.3.1 were resolved

  • Info and Relationships

    • Assets - "Sections" screen - Table header last column

    • Assets - "Sections" screen - Table header last column

1 instance of guideline 1.3.2 was resolved

  • Meaningful Sequence

    • "New Section" screen - Preview buttons

    • Preview as Advisor

    • Preview as Corporation

1 instance of guideline 2.4.3 was resolved

  • Focus Order

Regulatory -AODA 

SD-74237

AODA - Client Assets -Agreement-Details

1 instance of guideline 3.3.2 was resolved

  • Labels or Instructions

    • Agreements (HTML) - "Details" screen - Edit screen - input Field's Label

    • English Title

    • English description

    • French title

    • French description

    • Tags 

1 instance of guideline 4.1.2 was resolved

  • Name, Role, Value-Issue

    • Agreements (HTML) - "Details" screen - "Edit" Button

Regulatory -AODA 

SD-74533

AODA - Client Assets -Agreements-Packages

1 instance of guideline 2.4.4 was resolved

  • Link Purpose (In Context)

1 instance of guideline 4.1.2 was resolved

  • Name, Role, Value

    • Agreements (HTML) - "Packages" screen - Document revision link texts

    • Document revision 1

    • Document revision 2 etc

Regulatory -AODA 

SD-72912

AODA - Client - Contract-New Request- Transfer a Carrier Contract to Another Corporation

1 instance of guideline 1.1.1 was resolved

  • Non-text Content

3 instances of guideline 1.3.1 were resolved

  • Info and Relationships

    • Client - Contract Requests - New Request - "Transfer a carrier contract to another corporation" screen - "Select the corporation you wish to transfer your Carrier contract to" select dropdown list

    • Client - Contract Requests - New Request - "Transfer a carrier contract to another corporation" screen - "Select the corporation you wish to transfer your Carrier contract to" select dropdown list - Child

1 instance of guideline 3.2.1 was resolved

  • On Focus

    • Client - Contract Requests - New Request -> "Transfer a carrier contract to another corporation" screen - Checkbox field

1 instance of guideline 3.3.2 was resolved

  • Labels or Instructions

    • Client - Contract Requests - New Request -> "Transfer a carrier contract to another corporation" screen - Select fields

      • Select the Carrier contract(s) you wish to transfer

3 instances of guideline 4.1.2 were resolved

  • Name, Role, Value

    • Client - Contract Requests - New Request -> "Transfer a carrier contract to another corporation" screen - Add button

    • Client - Contract Requests - New Request - "Transfer a carrier contract to another corporation" screen - "Select the corporation you wish to transfer your Carrier contract away from" select dropdown - "search" field

Regulatory -AODA 

SD-72149

AODA - Advisor Contract Request - Request History

1 instance of guideline 2.4.4 was resolved

  • Link Purpose (In Context)

Regulatory -AODA 

SD-72922

AODA - Corporate Profile - Contract Request-Details

1 instance of guideline 1.1.1 was resolved

  • Non-text Content

    • Corp - Contract Requests - Request History - “Request Details" screen - Add comment section - Below the "Browse" button

2 instances of guideline 1.3.1 were resolved

  • Info and Relationships

1 instance of guideline 1.3.2 was resolved

  • Meaningful Sequence

    • Corp - Contract Requests - Request History - "Request Details" screen - Edit & Delete Buttons

2 instances of guideline 1.410 were resolved

  • Reflow

    • Corp - Contract Requests - Request History - "Request Details" screen - Delete button missing

    • Corp - Contract Requests - Request History - "Request Details" screen -Table data

2 instances of guideline 2.4.3 were resolved

  • Focus Order

    • Corp - Contract Requests - Request History - "Request Details" screen - "Rescind Request" Popup from Rescind button

1 instance of guideline 2.5.8 was resolved

  • Target Size (Minimum)

    • Corp - Contract Requests - Request History - "Request Details" screen - Edit & Delete Buttons

4 instances of guideline 4.1.2 were resolved

  • Name, Role, Value

    • Corp - Contract Requests - Request History - "Request Details" screen - Edit & Delete Buttons

    • Corp - Contract Requests - Request History - "Request Details" screen - Add comment section - "Search" input field in the privilege select field

    • Corp - Contract Requests - Request History - "Request Details" screen - "Rescind Request" Popup from Rescind button

    • Corp - Contract Requests - Request History - "Request Details" screen - "Confirm" Popup from Delete button

Regulatory -AODA 

SD-73241

AODA - Request History (Advisor)

1 instance of guideline 2.4.4 was resolved

  • Link Purpose (In Context)

    • Contract Requests - History Screen ->

    • Requests Table -> "Click here"

Regulatory -AODA 

SD-73408

 

 

AODA - Request History (Corporation)

1 instance of guideline 2.4.4 was resolved

  • Link Purpose (In Context)

    • Contract Requests - History Screen ->

    • Requests Table -> "Click here"

Regulatory -AODA 

SD-73481

AODA - Attestation - Bankruptcy

1 instance of guideline 1.1.1 was resolved

  • Non-text Content

1 instance of guideline 4.1.2 was resolved

  • Name, Role, Value

  • Compliance - Bankruptcy" screen - Step 3/6 Progress bar

Regulatory -AODA 

SD-73639

AODA - Assets - Logo - Revisions

1 instance of guideline 1.3.1 was resolved

  • Info and Relationships

    • Assets - Logo - "Revisions" screen - Table Header last column

Regulatory -AODA 

SD-73640

AODA - Assets - Logo

1 instance of guideline 1.3.2 was resolved

  • Meaningful Sequence

1 instance of guideline 2.4.3 was resolved

  • Focus Order

Regulatory -AODA 

SD-74223

AODA - Client Assets -Package- Documents

1 instance of guideline 1.3.1 was resolved

  • Info and Relationships

    • Packages - Revision - "Documents" screen - Table Header last column

2 instances of guideline 2.4.3 were resolved

  • Focus Order

    • Packages - Revision - "Documents" screen - "Supported Signers Popup" from Supported Signers button in the table

    • Packages - Revision - "Documents" screen - "Supported Signers Popup" from Supported Signers button in the table

Regulatory -AODA 

SD-74227

AODA - Client Assets -Packages- Questions

1 instance of guideline 1.3.1 was resolved

  • Info and Relationships

    • Packages - Revision - "Questions" screen - Table Header last column

Regulatory -AODA 

SD-74535

 

AODA - Client Assets -Agreement-Revisions

1 instance of guideline 1.3.1 was resolved

  • Info and Relationships

    • Agreements (HTML) - "Revisions" screen - Table Header last column

Regulatory -AODA 

SD-74536

AODA - Client Assets -Documents

2 instances of guideline 1.3.1 were resolved

  • Info and Relationships

    • Assets - "Documents" screen - Table Header last column

1 instance of guideline 2.1.1 was resolved

  • Keyboard

    • Assets - "Documents" screen - "Click Here" link

2 instances of guideline 4.1.2 were resolved

  • Name, Role, Value

  • Assets - "Documents" screen - "Delete" & "Reactivate" Buttons

  • Assets - "Documents" screen - "Delete Popup" from delete button in the table

Regulatory -AODA 

SD-74556

AODA - Client Assets -Documents-Revisions

1 instance of guideline 1.3.1 was resolved

  • Info and Relationships

    • Documents - "Revisions" screen - Table Header last column

Regulatory -AODA 

SD-74648

AODA - Client Assets -Contract - Revisions

2 instances of guideline 1.3.2 were resolved

  • Meaningful Sequence

    • "Revision" form "New Revision" and "Cancel" buttons which comes after clicking the "Edit" button

2 instances of guideline 2.4.3 were resolved

  • Focus Order

Regulatory -AODA 

SD-74650

AODA - Client Assets -Logo- Revision

2 instances of guideline 1.3.2 were resolved

  • Meaningful Sequence

    • Revision" form "Save" and "Cancel" buttons which comes after clicking the "Edit" button

2 instances of guideline 2.4.3 were resolved

  • Focus Order

Regulatory -AODA 

SD-74654

AODA - Client Assets -New -Document

2 instances of guideline 1.3.2 were resolved

  • Meaningful Sequence

    • "Assets" form "New Revision" button

2 instances of guideline 2.4.3 were resolved

  • Focus Order

Regulatory -AODA 

SD-74655

AODA - Client Assets -New-Logo

2 instances of guideline 1.3.2 were resolved

  • Meaningful Sequence

    • "New Logo" Form "New Revision" button

 2 instances of guideline 2.4.3 were resolved 

Regulatory -AODA 

SD-74776

 

AODA - Client Searches-Results-Advisor -Search

1 instance of guideline 2.4.4 was resolved

  • Link Purpose (In Context)

    • "Advisors" screen -> "Advisor Search Ad hoc" section table -> "Advisor Name" column

Regulatory -AODA 

SD-74779

AODA - Client Searches-Contract Requests-Search

2 instances of guideline 1.3.2 were resolved

  • Meaningful Sequence

    • Contracts Screen -> "Contracts Ad hoc" Table -> "Reset" and "Create Trigger" buttons

    • Contracts - Request Screen -> "Request Ad hoc" Table -> "Reset" and "Create Trigger" buttons

2 instances of guideline 2.4.3 were resolved

  • Focus Order

1 instance of guideline 4.1.2 was resolved

  • Name, Role, Value

    • Contract Request - Search - "Request Ad hoc" screen - "Edit" Button

Regulatory -AODA 

SD-75019

AODA - Client Searches-Disciplinary Action-Search Results

1 instance of guideline 2.4.3 was resolved

  • Focus Order

    • Disciplinary Action Ad hoc results table " Save Disciplinary Action Search Criteria" Pop-up menu

1 instance of guideline 2.4.4 was resolved

  • Link Purpose (In Context)

    • Disciplinary Action Ad hoc results table "Click Here" links in "Link" row

Regulatory -AODA 

SD-74557

AODA - Client Assets -Packages

2 instances of guideline 1.3.1 were resolved

  • Info and Relationships

    • Assets - "Packages" screen - Table Header last column

1 instance of guideline 2.4.7 was resolved

  • Focus Visible

    • Assets - "Packages" screen - "Click Here" link

3 instances of guideline 4.1.2 were resolved

  • Name, Role, Value

    • Assets - "Packages" screen - "Add" Button

    • Assets - "Packages" screen - "Delete" & "Reactivate" Buttons

    • Assets - "Packages" screen - "Delete Popup" from delete button in the table