Enhancement Release 13.11.0 & 14.0.0- Licence Lookup Optimization & AODA

SD-75152 

Security – Replace Username as Primary Key in the Database  

Username was replaced as the primary key in the database, enabling the use of a dynamic unique identifier instead. This change also allows users to reuse a previously associated email address in their Apexa profile 

Security 

SD-75159 

Security- Enable Password History Enforcement 

Password history functionality was updated to prevent users from reusing their last 5 passwords on Apexa, improving account security 

Security 

SD-77135 

Licence Lookup - Insert A New Licence Record for Future Dated Licences When Current Valid Licence Is Active 

Licence lookup functionality was updated to allow future dated licences to be added while an active licence remains valid, ensuring all available licences are displayed on Apexa and preventing gaps in licence history 

Licence Lookup 

SD-78347 

Licence Lookup – New Brunswick - Update Licence Type for Corporations 

Licence type data was corrected for corporation profiles to ensure profile accuracy on Apexa. 

Licence Lookup  

SD-76974 

Licence Lookup - Standardize Licence Upload Process for Expired Licences- Lookup & Manual Process 

Licence lookup functionality was updated to allow expired licences to be added through the lookup process and displayed consistently with manually uploaded expired licences 

Licence Lookup  

SD-78392 

Equifax -Update Data Mapping to Populate Rate Change Information Correctly 

 Equifax data mapping was updated to populate rate change information in the correct credit history field, improving data accuracy on Apexa 

Equifax- Bug Fix  

SD-74777 

AODA - Client Searches-Banking Information -Search 

1 instance of 1.3.2 was resolved 

• Meaningful Sequence  

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

Regulatory -AODA  

SD-75165 

AODA - Client Searches-Search-E&O 

1 instance of 2.4.1 was resolved 

• Bypass Blocks 

1 instance of 2.4.6 was resolved 

• Headings and labels 

  • "E&O coverages" screen -> "Errors and Omissions Insurance Ad hoc" section Form -> "Coverage Amount" sub section 

Regulatory -AODA  

SD-75166 

AODA - Client Searches-Search-Licenses 

1 instance of 2.4.1 was resolved 

• Bypass Blocks 

1 instance of 2.4.6 was resolved 

• Headings and labels 

  • "Licences" screen -> "Licence Search Ad hoc" section form -> "Probation" subsection 

Regulatory -AODA  

SD-75167 

AODA - Client Searches-Search-Name Change 

1 instance of 3.3.2 was resolved 

• Labels or Instructions  

  • "Name Change" screen -> "Name Change Search Ad hoc" section form -> "Requested name, Previous name & Approved Within (Days)" input fields 

1 instance of 4.1.2 was resolved 

• Name, Role, Value 

Regulatory -AODA  

SD-75314 

AODA - Client View of Advisor & Corporation-Advisor Profile-Credit History 

1 instance of 1.3.2 was resolved 

• Meaningful Sequence  

  • Advisor profile - Credit history screen -> "Credit check, Background Check, Branch Codes, Make Advisor VIP" -> Buttons 

Regulatory -AODA  

SD-75341 

AODA - Client View of Advisor & Corporation-Advisor Profile-Name Change-History-Profile Date 

1 instance of 1.3.2 was resolved 

• "Credit check, Background Check, Branch Codes, Make Advisor VIP" -> Buttons 

Regulatory -AODA  

SD-75388 

AODA - Client View of Advisor & Corporation-Advisor Profile-Background 

1 instance of 1.3.2 was resolved 

• Advisor profile -> Background screen -> "Criminal Background Check" Card 

• Header 

• Row Column 

Regulatory -AODA  

SD-78603 

AODA - Client Profile - Dashboard-Outstanding 

1 instance of 2.4.3 was resolved 

• Focus Order

  • "Active Contract" screen -> "Assign Popup" from the Assign button in the table 

Regulatory -AODA  

SD-78624 

AODA - Client Profile - Profile - Banking Information 

1 instance of 2.4.4 was resolved 

• Link Purpose (In Context) 

  • Profile - Banking Information -> "Banking Information" Table -> "Click here" 

1 instance of 4.1.2 was resolved 

• Name, Role, Value 

  • "Banking Information" screen -> "Add" Button 

Regulatory -AODA  

SD-78691 

AODA - Advisor Corporation - Dashboard - Credit History 

1 instance of 4.1.2 was resolved 

• Name, Role, Value 

  • Credit History Screen -> Credit History Tables -> Button 

Regulatory -AODA  

SD-78708 

AODA - Contract Requests - Corporate Profile - Contract Requests - History 

1 instance of 1.3.2 was resolved 

• Info and Relationships 

1 instance of 1.3.2 was resolved 

• Meaningful Sequence 

  • Corp - Contract Requests - Request History -> "Requests" screen -> "Rescind Request" Popup from Rescind button in the Table -> Pin icon 

Regulatory -AODA  

SD-77502 

Technical Item - Delete Unused Tags in Datadog After Enabling Auto Scaling in PRD 

Unused Datadog tags were removed after enabling auto scaling in PRD to reduce monitoring noise and improve tagging consistency. 

Technical – Auto Deployment 

SD-78678 

Technical Item - Monitoring - Correct Licence HealthCheck Progress Calculation 

Licence health check monitoring was updated to correct progress checker calculations, preventing false job stalled alerts and improving monitoring accuracy 

Technical – Monitoring- Bug Fix 

SD-79073 

Technical Item - Improve Auto Deployment Validation for Apexa Migration 

Auto deployment validation for Apexa migration was improved by adding a connection check, helping identify connectivity issues earlier and reducing the risk of deployment failures 

Technical – Auto Deployment 

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 

2.4.4 - 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 

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