When an advisor is added to a corporation as a shareholder, or removed as a shareholder the profile snapshot is not generated. 

This issue has been resolved

When the advisor selects the address type of "Business" and also select the "Business same as Residential" option, the profile snapshot does not capture the Residential Address 

This issue has been resolved 

The search filter: Search> Advisor> Compliance Question #43 Missing Attachment or Compliance Question #44 Missing Attachment or Comment is incorrectly returning results when the advisor: 

1. Has no attachment for compliance questions #43 and #44 
2. Has not commented for compliance questions #44 
3. Has an attachment for compliance questions #43 and #44 

The result should exclude advisors that have an attachment or a comment for compliance questions #43 and #44 

This issue has been resolved

When an existing user updates their email address in the system, a new profile snapshot is not generated. 

This issue has been resolved

Warning banner will not be removed for Question 43 & 44 in the Compliance section of the profile when the advisor selects 'yes' to these questions and uploads a corresponding attachment.

The change has been made in the advisor profile, onboarding wizard and during attestation

This change has been coded behind a feature flag and will be enabled at a future date 

The advisor is now required to provide additional information for Question 43 & 44 during attestation

• When they answer 'yes' to either of these questions, they must provide an attachment 
• When they answer 'no' to either of these questions, they must provide a comment

Carrier will be renamed in Apexa and the name in Apexa will appear when users enter their Selling code going forward as opposed to the name as it appears in InTrust

This issue has been resolved

Corporations with over 100 employee cannot view their full employee list in the Corporation >Users screen. 

This issue has been resolved

The BC Licence integration had stopped working for Advisor's who held a Life licence. Those changes have been accommodated into our existing integration to ensure these records are located going forward

This issue has been resolved

When this story was deployed there was an unintended impacte to the health of onboarding and existing advisors where the supporting documentation was made mandatory. This change will remove the requirement for onboarding advisors to provide this documentation and restore the health of existing advisors so that they continue to be able to contract without the supporting documentation being required.

However, these documents will remain mandatory during attestation.

This issue has been resolved 

When we renamed the Carrier record in 8.6.0 we also updated the trade name. The client has requested that the Trade Name be removed. 

This change has been completed