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Previous Enhancement Release Notes

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The following enhancements were released to production

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Enhancement Release 2.0	Enhancement Release 3.0	Enhancement Release 4.0
This version was released on April 7th, 2018 to enhance data validation processes, remove unecessary licence and E&O requirements, provider helper text, improve contract import, provide additional information on landing page, rollout further licence integrations and implement internal improvements	This version was released on Nov 23rd, 2018 to enhance corporate onboarding through shareholder bypass, link shareholders directly to corporation and improve shareholder screening, improve onboarding and improve billing report	This versions was released on May 11, 2019 as an enhancement for Apexa staff to build agreements using Adobe PDF
Enhancement Release 5.0	Enhancement Release 6.0	Enhancement Release 7.0
This version was released on May 15th, 2020 to rollout licence integrations for Alberta & BC	This version was released on Jan 28, 2021 to improve corporation onboarding by introducing the concept of Multi & Single-Advisor Corps	This versions was released on TBD as continuation of corporation onboarding improvements, allow for multiple file attachments, view and remove requirement and maintenance packages and allow corporations to add advisors to the system and to their existing contracts
Enhancement Release 8.0	Enhancement Release 9.0	Enhancement Release 10.0
This version was released on Nov 23, 2022 to allow clients to reset or cancel a contract and remove maintenance and requirement packages	This version was released on April 26th, 2023 to fix bugs related to attestation and profile snapshot areas and ensure a profile snapshot is generated when a document is updated (disabled until UAT signoff is obtained)	This version was released on June 29th, 2023 to ensure compliance with Quebec regulations under Bill 96. This change ensures all new and historical contracts present in French first to Quebec users
Enhancement Release 11.0	Enhancement Release 11.7	Enhancement Release 11.9
This version was released on Sept 21, 2023 to automated workflows for Bill 96/Law 14 -Phase 2A. These changes were activated in production October 23rd, 2023	This version was released on February 14th, 2024 to implement our eSignature integration with PSG, Law 14 Phase 2B changes and to add CIROC to our monitoring for disciplinary action\n	This version was released on April 10th, 2024 to implement and Asset Language Indicator\n\n
Enhancement Release 11.10	Enhancement Release 12.0	Enhancement Release 12.1
This version was released on July 10th, 2024 to introduce foundational changes in a disabled state as part of Bill 96 -Phase 2B: Re-enabling of package revisions	This version was released on August 7th, 2024 as the first set of Attestation foundational enhancements to add in document timestamps, improve wording and reminder banners	This version was released on August 21st, 2024 to improve the Advisor Experience during Attestation
Enhancement Release 12.2	Enhancement Release 12.4	Enhancement Release 12.7
This version was released on September 11th, 2024 to improve the client experience when searching for Advisor records by incorporating contract and relationship status filters into the search criteria	This version was released on October 2nd, 2024 to improve the client experience when searching for Advisor records by incorporating attestation status into the search criteria	This version was released on December 4th, 2024 to improve the client experience when identify changes to Advisor disclosures over time
Enhancement Release 12.8	Enhancement Release 12.9	Enhancement Release 12.11
This version was released on January 15th, 2025 to finalize implementation of Advisor Disclosure Tracking functionality and implement foundational improvements for contract comments	This version was released on February 5th, 2025 to improve user experience for contract comments	This version was released on February 26th, 2025 to introduce improvements to the Pushing Package Revisions functionality
Enhancement Release 12.12	Enhancement Release 12.13	Enhancement Release 12.14
This version was released April 9th, 2025 to finalize implementation of Law 14 -Moving to Quebec improvements	This version was released April 30th, 2025 to allow smoother transitions between contract statuses	This version was released May 21st, 2025 to improve the Contract Search Extract
Enhancement Release 12.15	Enhancement Release 12.16	Enhancement Release 12.17
This version was released June 11th to finalize implementation of Law 14 -Pushing Package Revisions	This version was July 2nd to finalize implementation of Contract Extract improvements and improve contract actions available for vested/downgraded contracts \n	This version will be released July 23rd to add contract source to Contract Search and Contract Search Extract
Enhancement Release 12.18	Enhancement Release 12.19
This version was released August 13th to add Contract Source to the Contract Header and to resolve AODA (Accessibility for Ontarians with Disabilities Act) findings \n	This version was released September 3rd AODA (Accessibility for Ontarians with Disabilities Act) violations \n

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Enhancement Releases