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Release 10.1.0 & 10.2.0

Release 10.1.0 & 10.2.0

Go Live: July 19th, 2023 (V10.1.0 & v10.2.0)

Ticket #

Summary

Description

Area of Impact

SD-47329Contracting -Facilitating Party Unable to Sign when Target Party is Not Required to Sign

A facilitating party in the contracting chain is not able to sign a contract agreement when that agreement does not also require the target party to also sign. The facilitating party receive a 'failure to get signing URL' message.

This only related to contract packages attached to a contract where a corporation is the target party.

This prohibits other parties from signing agreements between themselves and the MGA/Carrier. There are other agreements in the contracting package that are required to be signed by the bottom party, but it not always required that the target party sign every agreement in a package.

This issue has been resolved 

Contracting -Signing
SD-47289Bill 96 -Display Historical Responses for Multiple Choice Questions in Original Language 

Bill 96: Phase 2 Item

As part of Bill 96 we updated the current language for English contracts for a Quebec resident to French. As part of that update, previous responses provided to multiple choice questions were displaying the French description as opposed to the English when a bilingual packages was used. Historical responses will be updated to display the English description 

Regulatory (Bill 96)
SD-47165New Licence Types for New Brunswick Corporations

There has been a regulatory change in the province of New Brunswick for corporate licences. To accommodate for these changes, we have added the following 4 licence types for a corporation in the system: 

  • Agency – Accident & Sickness
  • Agency – Life
  • MGA- Accident & Sickness
  • MGA – Life

The existing option of 'Life & Accident & Sickness' has been maintained for the time being to ensure there is no impact to historical records. New records with this selection can be corrected by the data validation team

Licences
SD-47934Data FixDelete 500+ Tasks Generated for Clients as part of Phase 1 of the Bill 96 Release. The clients have requested that we remove the tasksData Fix -Tasks

10.2.0 

Go Live: July 19th, 2023

Ticket #

Summary

Description

Area of Impact

SD-45551API Performance Improvement 

Implemented performance improvements to the following API endpoints:

  1. Fetch Advisor profile details
  2. Fetch Advisor profile and contract details
  3. Fetch Advisor profile and shareholder details
  4. Fetch Advisor profile, contract and shareholder details

Resulting in response times improvements of 25% - 45%

API -Performance

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