SD-42026 

Cancel Contract - MGA's still have the option to send a contract to other parties in the contract chain after it has been cancelled. 

After contracts have been cancelled on APEXA, the billable party that cancelled the contract still had the option to send the contract forward or backwards. 

A fix was implemented to disable the “Send” button after a contract has been cancelled.  

Cancel Contract -Bug

SD-40168 

Assets -Pushing Revisions

When a contract package is updated to add either new agreements, documents or contract questions, and the new package revision is pushed down to all existing contracts with the previous revision of the package, all the newly added agreements, questions and documents gets duplicated in the individual contracts. 

The contracts will show that there are some missing requirements, and the contract parties will have to re-sign the duplicated agreements or answer the duplicated contract questions. 

 A fix was implemented to stop newly added agreements, questions, and documents from duplicating after a contract package has been updated and pushed to related contracts. 

Assets -Bug

SD-40220 

Performance Improvement -Advisor Search
 

Implement performance improvement when returning results for Advisor>Search

Performance Improvement

SD-40559 

InTrust -Unable to Upload Attachments 

Some clients are unable to upload certain whitelisted documents to advisor/ corporation profiles in In-Trust intermittently. 

A fix was implemented to resolve the root cause. 

InTrust -Bug