Advisor Search

Attestation Completion Status

The Advisor search has been updated to include an Attestation Completed filter.

The intent of this change is to allow clients visibility into the attestation status for an advisor to assist in identification of advisors who have completed attestation, are eligible for attestation or are overdue for their current attestation.

This is a multi-select filter which can be used in conjunction with the other available filters to build searches and triggers. The following3 options are available:

Yes (Advisor has have completed their previous/current attestation or are not yet eligible for their next attestation)
No (Advisor is eligible to start their current attestation, but it is not yet due. Advisors are eligible to start their attestation 30 days before it is due)
Overdue (Advisors are now overdue to complete their attestation.)

Advisor Search Extract

The search extract has been updated to include the same information

12.4.0 (October 2nd, 2024)

Ticket #	Summary	Description	Area of Impact

Ticket #	Summary	Description	Area of Impact
SD-51261	Advisor Search	Expand Advisor Search to allow clients to search by Attestation Status Yes (Advisor has have completed their previous/current attestation or are not yet eligible for their next attestation) No (Advisor is eligible to start their current attestation, but it is not yet due. Advisors are eligible to start their attestation 30 days before it is due) Overdue (Advisors are now overdue to complete their attestation.)	Advisor Search
SD-60419	Advisor Search -Extract	Expand Advisor Search extract to include Attestation Status	Advisor Search
SD-61826	Advisor Search	Allow Carriers to use the ‘View as Primary’ search filter. As Carriers have access to view contractors with terminated/denied contracts with other parties the ability to exclude these records from searches/filters is required	Advisor Search
SD-61733	Attestation	Improve behavior of the ‘No Change’ button during attestation. The historical selection was not being maintained when advisors navigated back to previous screens and they were being required to re-select this value. This has issue has been resolved.	Technical
SD-60322	Technical	Improve system HealthCheck /job service to operate more efficiently	Technical
SD-61511	Technical	Remove old and unused features flags	Technical
SD-61687	Technical	Change isolation level to optimize and unblock SQL processes	Technical
SD-53807	Reporting	Automate system reporting	Technical
SD-53595	Technical	Review backend settings for file retention to allow for more flexibility and control	Technical
SD-55831	Technical	Remove archived logs that are no longer required	Technical
SD-61768	Technical	Improve auto-deployment tool when deploying code changes across environments	Technical
SD-61988	Technical	Implement purge log schedule for all environments	Technical

12.4.0 +1 (October 11th, 2024)

Ticket #	Summary	Description	Area of Impact

Ticket #	Summary	Description	Area of Impact
SD-62110	Generate Monthly Activity Report	Generate monthly activity report for all clients for September	Support
SD-62020	Data Fix	Delete document uploaded in error in contract comment	Support
SD-61988	Technical	Implement purge log schedule for all environments for old system logs	Technical

12.4.0 +3 (November 6th, 2024)

Ticket #	Summary	Description	Area of Impact

Ticket #	Summary	Description	Area of Impact
SD-62870	Jobs	Update job schedule according to daylight savings time change	Support

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