1.1 JIRA Tickets & User Stories

JIRA Ticket 

Summary of Changes  

Available for Testing Y/N 

SD-14746 

Add an article of incorporation document to a corporation record in In-Trust so that the corporation won't have to do it at profile setup. 

Yes 

SD-14747 

Add a licence document to a corporation record in In-Trust so that the corporation won't have to do it at profile setup. 

Yes 

SD-14748 

Add an E&O document to a corporation record in In-Trust so that the corporation won't have to do it at profile setup. 

Yes 

SD-14754 

As a "Single-Advisor Corporation", I want to know what documents and information will be required to register on APEXA, so that I can prepare everything before I start completing my profile. 

Yes 

SD-14778 

As a "Multi-Advisors Corporation", I want to know what documents and information will be required to register on APEXA, so that I can prepare everything before I start completing my profile. 

Yes 

SD-14757 

As a "Single-Advisor Corporation", I want to know which profile I'll be completing first so that I know exactly what I need to do on the next screens. 

Yes 

SD-14766 

As a "Single-Advisor Corporation", I want to know when the advisor profile set-up is finished so that I can start the corporation one. 

Yes 

SD-17619 

As the system, I want to have the user to confirm that he/she doesn't have Licence so that they are aware that this will have consequences in their contracting process. 

Yes 

SD-14785 

As a Corporation, I want to add multiple documents when I need to upload a document so that I don't have to merge multiple documents into one. 

Yes 

SD-14786 

As an advisor, I want to add multiple documents when I need to upload a document so that I don't have to merge multiple documents into one. 

Yes 

SD-14789 

As an MGA, I want to view packages at the contract level so that I know which packages have been used for this contract. 

Yes 

SD-14790 

As an MGA, I want to remove a package from a contract so that I can add a new one without re-contracting. 

Yes 

SD-14996 

As a corporation, I want to have a screen that allows me to add an existing or a new advisor so that this advisor can work with new MGA and carrier. 

Yes 

SD-14803 

As a corporation, I want to send an invite to the new advisor so that this advisor can complete his/her profile in APEXA 

Yes 

SD-14804 

As an advisor invited by my corporation, I want to complete my profile in APEXA so that I can start working with my corporation and my MGA. 

Yes 

SD-14990 

As a corporation, I want the system to create an active 2-party contract with my advisor after I invite a new one so that I don't have to request any contract to this advisor. 

Yes 

SD-19462 

As a user, I need to be able to merge Single Advisor Corporation tokens into an existing Mult Advisor Corporation and Advisor profile so that I can import my contracts as expected. 

Yes