Enhancement Release 13.9.0- Licence Lookup Optimization & AODA

SD-75157

Security- Validate & Sanitize User Inputs- Landing Page

Security enhancements were implemented to validate and sanitize user inputs on the Apexa landing page to help prevent malicious input and ensure only expected data is processed

Enhancement-Security

SD-74796

Enhancement- Extend Licence lookup to New Brunswick-Individual

Licence lookup functionality was extended to support retrieval of individual New Brunswick licence records, improving data accuracy and reducing manual entry for Advisors

Licence Lookup

SD-75499

Update Permitted Licence Types for Ontario -Advisors & Corporation

An issue was resolved where Apexa users could select licence types that aren’t permitted for Ontario in the UI. This fix ensures only valid Ontario licence types are available and prevents errors during licence monitoring

Licence Lookup- Bug Fix

SD-74042

AODA - Client Assets - Assets Logo

1 instance of guideline 4.1.2 was resolved

• Name, Role, Value-Issue

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

Regulatory -AODA 

SD-75119

13.9.0- AODA - Client Searches-Phone-Search Results

1 instance of guideline 1.3.2 was resolved

• Meaningful Sequence

  • Edit & Content

1 instance of guideline 2.4.3 was resolved

• Focus Order

Regulatory -AODA 

SD-75121

13.9.0- AODA - Client Searches-Search-Saved Views

1 instance of guideline 1.3.1 was resolved

• Info and Relationships

  • "Saved Views" screen- "All" tab - Table header column

1 instance of guideline 1.3.2 was resolved

• Meaningful Sequence

  • “Saved Views" screen Edit & Delete buttons

    • "All" tab - table last column

    • "Contract Request" tab - table last column

    • "Banking" tab - table last column

2 instances of guideline 2.4.3 were resolved

• Focus Order

  • "Saved Views" Table - All tab

1 instance of guideline 2.4.7 was resolved

• Focus Visible

  • "Saved Views" Table - All tab

Regulatory -AODA 

SD-72178

13.9.0- AODA - Advisor Contract Request-Transfer a Carrier Contract

1 instance of guideline 2.1.1 was resolved

• Keyboard

  • "Transfer a Carrier Contract" screen - Click Here link

1 instance of guideline 3.3.2 was resolved

• Labels or Instructions

  • "Transfer a Carrier Contract" screen - Input Field's Label

• Select the corporation you wish to transfer your carrier contract away from

• Select the corporation you wish to transfer your carrier contract to

• The corporation I am looking for is not on this list (checkbox)

Regulatory -AODA 

SD-74555

13.9.0- AODA - Client Assets -Documents-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

  • Documents - "Packages" screen - Document revision link texts

Regulatory -AODA 

SD-74647

13.9.0- AODA - Client Assets -Contract Details

2 instances of guideline 1.3.2 were resolved

• Meaningful Sequence

  • "Details" 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-74651

13.9.0- 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-74657

13.9.0- AODA - Client Assets -New-Section

2 instances of guideline 1.3.2 were resolved

• Meaningful Sequence

  • "New Section" form "New Revision" Button

  • New Section" form "New Revision" Button

1 instance of guideline 2.1.1 was resolved

• Keyboard

  • "New Section" form "English" and "French" tabs

2 instances of guideline 2.4.3 were resolved

• Focus Order

Regulatory -AODA 

SD-74730

13.9.0- AODA - Client Assets -Package-Detail

2 instances of guideline 1.3.2 were resolved

• Meaningful Sequence

  • "Detail" form - "Save" and "Cancel" buttons

2 instances of guideline 2.4.3 were resolved

• Focus Order

Regulatory -AODA 

SD-74731

13.9.0- AODA - Client Assets -Section- Revision

2 instances of guideline 1.3.2 were resolved

• Meaningful Sequence

  • "Section" Screen "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-74947

13.9.0- AODA - Client Searches-Contracts Search

1 instance of guideline 1.3.1 was resolved

• Info and Relationships

1 instance of guideline 2.4.3 was resolved

• Focus Order

6 instances of guideline 3.3.2 were resolved

• Labels or Instructions

  • Search - "Contracts Ad hoc" screen - Input Fields Labels

    • Application ID

    • Type

    • State

    • Status

    • Language

    • Current Party

    • Assignee

    • Transfers

    • Requires Sponsorship

    • Search - "Contracts Ad hoc" screen - Input Fields Labels

    • From (Application Date)

    • To (Application Date)

    • From (Submission Date)

    • To (Submission Date)

    • From (Effective Date)

    • To (Effective Date)

    • Internal Branch

    • Contract Branch

    • Status

  • Search - "Contracts Ad hoc" screen - Input Fields Labels

    • From (Application Date)

    • To (Application Date)

    • From (Submission Date)

    • To (Submission Date)

    • From (Effective Date)

    • To (Effective Date)

    • Internal Branch

    • Contract Branch

    • Status

  • Search - "Contracts Ad hoc" screen - Input Fields Labels

    • Outstanding Requirements

    • SIN

    • Account Number

    • Banking Status

    • Payment

    • Options

    • Type

    • Status

    • Code

    • Code Modified Within (Days)

  • Search - "Contracts Ad hoc" screen - Input Fields Labels

    • Greater Than

    • Status

    • Reminder Within (Days)

    • Visibility

    • Level

    • Reason

    • Reminder Within (Days)

    • Visibility

    • Party

    • Type

    • Added Within (Days)

  • Search - "Contracts Ad hoc" screen - "Changed Within (Days)" Input Field Label

1 instance of guideline 4.1.2 was resolved

• Name, Role, Value-Issue

  • Search - "Contracts Ad hoc" screen - Create Trigger Popup

Regulatory -AODA 

SD-75203

13.9.0- AODA - Client Searches-Advisor-Search

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

  • "Advisors" screen -> "Advisor Search Ad hoc" section -> "Search criteria" heading

Regulatory -AODA 

SD-74778

13.9.0- AODA - Client Searches-Banking Information -Search Results

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-77080

Technical Item - Validate DataDog Tags for all the servers

Monitoring platform tags were validated across all servers to ensure consistent coverage, alert routing, and reporting.

Technical Item - Monitoring

SD-77501

Technical Item- Enable Auto Scaling in PRD

Enabled auto-scaling in production to improve performance during traffic spikes and optimize resource usage

Technical Item - Enhancement

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 

2.1.1- Keyboard - All functionality of the content is operable through a keyboard interface without requiring specific timings for individual keystrokes, except where the underlying function requires input that depends on the path of the user's movement and not just the endpoints

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

2.4.4 - Link Purpose (In Context) - The purpose of each link can be determined from the link text alone or from the link text together with its programmatically determined link context, except where the purpose of the link would be ambiguous to users in general

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