Enhancement Release 14.1.0 – CITS/ API Enhancement, Licence Lookup Optimization & AODA

SD-79370

CITS - Resolve Email Change Error in CITS Feeds

A defect was resolved to prevent errors in CITS feeds when an email address is updated. This ensures the updated email address is captured accurately and reflected correctly in CITS

CITS- Bug Fix

SD-79383

Email Triggers - Prevent Erroneous Email Task Generation 

A defect was resolved to prevent erroneous email tasks from being generated when an email address is updated. This ensures email-related tasks are triggered only when appropriate

Triggers- Bug Fix

SD-79453

Performance - Resolve High Latency Issues in Production 

A performance fix was implemented to resolve high latency issues in production. This improves system responsiveness and overall user experience

System Performance Fix

SD-79382

CITS/API - Improve Performance 

CITS feed processing was updated to improve the performance of some endpoints, supporting faster processing and improved reliability

CITS/API Enhancement

SD-79695

Licence Lookup – Resolve Lookup and Monitoring Issue for Manitoba Corporation

A defect was resolved to correct lookup and monitoring issues for Manitoba Corporation licences. This improves licence monitoring accuracy and supports more reliable licence lookup results

Licence Lookup- Bug Fix

SD-79172

Licence Lookup - Resolve Lookup and Monitoring Issue for New Brunswick Advisor and Corporation 

A defect was resolved to correct lookup and monitoring issues for New Brunswick Advisor and Corporation licences. This improves licence monitoring accuracy and supports more reliable licence lookup results

Licence Lookup- Bug Fix

SD-72929

AODA - Contract Requests - Corporate Profile - Contract Request -New Request

1 instance of 1.1.1 was resolved

• Non-text Content

  • Spaces above and between radio options. "Request a New Contract or Transfer"
    and "View My Previous Contract Requests

 2 instances of 1.3.1 were resolved

• Info and Relationships

 2 instances of 2.4.1 were resolved

• Bypass Blocks

  • "I want to request a contract with a new company" -> Tooltip content

    • Please select the name of the company you wish to work with

  • "I want to request a contract with a new MGA/AGA" Option

    • "I want to request a contract directly with the MGA/AGA tooltip content >” Select the name of the AGA, MGA or Carrier you wish to request a new contract with”

 2 instances of 3.3.2 were resolved

• Labels or Instructions

  • "I want to request a contract with a new company"

    • "Request a Contract with a New Company" screen -> Text area

    • Comments (Optional)

  • I already have an AGA/MGA contract, I need a new Carrier contract" -> "Request a Contract with a New Carrier" Screen -> Select field

    • On behalf of

 2 instances of 4.1.2 were resolved

• Name, Role, Value

Regulatory -AODA 

SD-75285

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

1 instance of 1.3.1 was resolved

• Info and Relationships

1 instance of 1.3.2 was resolved

• Meaningful Sequence

  • Advisor - Profile - "name change history" screen

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

 1 instance of 2.4.1 was resolved

• Bypass Blocks

 1 instance of 2.4.6 was resolved

• Headings and labels

  • Advisor profile page -> Profile screen -> Details section -> "Advisor2 RRD" and profile section → "Corporation Associations" Headings

Regulatory -AODA 

SD-75315

AODA - Client View of Advisor & Corporation-Advisor Profile-Date Variation

1 instance of 1.3.2 was resolved

• Meaningful Sequence

  • Advisor - profile screen - "Show details" content - Content appears after clicking the icon on each table

1 instance of 2.4.4 was resolved

• Link Purpose (In Context)

  • Advisor profile - Date variation Screen ->

  • Branch Codes button -> "Here"

Regulatory -AODA 

SD-75390

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

1 instance of 1.3.1 was resolved

• Info and Relationship

  • Advisor profile - History screen for 1216743- "Profile History" – Table

    • Header Row above “What’s Changed”

    • Header Row above document link

1 instance of 1.3.2 was resolved

• Meaningful Sequence

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

2 instances of 2.4.3 were resolved

• Focus Order

  • Advisor profile - History screen for 1216743 - "Branch Codes" - Modal / Dialog

  • Profile History table -> "What Changed" button

 1 instance of 2.4.4 was resolved

• Link Purpose

  • Advisor Profile "Profile History" screen -> "Profile History" Table -> "Uploaded Documents" button

Regulatory -AODA 

SD-75714

AODA - Contracting- Client View- Contract Menu- Packages

1 instance of 2.4.3 was resolved

• Focus Order

  • Add Contract button -> "Package Selection" Modal -> Packages Select Field-> Content appears after "packages" selection

Regulatory -AODA 

SD-75745

AODA - Contracting- Advisor View- Contract Menu- Requirements- Documents

1 instance of 2.5.8 was resolved

• Target Size (Minimum)

  • Requirements Documents Screen - Edit & Delete Buttons in the Table

Regulatory -AODA 

SD-76066

AODA - Contracting- Client Profile - External Signer Login Page

2 instances of 1.3.1 were resolved

• Info and Relationships

 1 instance of 2.5.8 was resolved

• Target Size (Minimum)

  • "External Signer Login" screen -> “Need help" hyperlink

 2 instances of 3.3.1 were resolved

• Error Identification - Level A

  • "External Signer Login" screen -> error message below the login button

 2 instances of 3.3.2 were resolved

• Labels or Instructions

  • "External Signer Login" screen -> "Login to your account" Email input field

  • "External Signer Login" screen -> "Login to your account" -> "Pin" input field

 2 instances of 4.1.2 were resolved

• Name, Role, Value

Regulatory -AODA 

SD-78466

AODA - Client Profile - Settings

1 instance of 1.3.2 was resolved

• Meaningful Sequence

  • "Profile - Owners" screen - "Add-> Save & Cancel" buttons

1 instance of 2.4.2 was resolved

• Focus Order

Regulatory -AODA 

SD-78755

AODA - Attestation - Licenses

1 instance of 1.1.1 was resolved

• Non-text Content

  • Licences Screen -> Licences Table -> Status message -> info icon

Regulatory -AODA 

SD-76810

Contract Request Search Results Table - Add Sorting and Pagination

Contract Request search results were updated to support sorting across all columns and pagination of results. This improves data navigation and makes it easier for users to compare search results

Search Results

SD-79202

Technical - Review UpdateCaseSignatures Job Schedule

The job schedule that updates agreement signatures was reviewed to ensure it runs at the appropriate frequency and supports reliable processing of case signature updates

Technical Item- Enhancement

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 

2.1.1- 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

2.5.8 - Target Size (Minimum) - The size of the target for pointer inputs is at least 24 by 24 CSS pixels

3.3.1 Error Identification - If an input error is automatically detected, the item that is in error is identified and the error is described to the user in text.

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