Release 11.4.0 & 11.4.1
- Chantel Munroe
Key Dates:
- These changes will be live in production on Wednesday, November 22nd at 10:00pm EST
Edit E&O Provider
This change was prioritized by the Governance board in 2023 as an enhancement item, but the cost of this change has been absorbed by Apexa as it will provide significant advisor benefit
- Currently 24% of the E&O records being rejected by the Document Validation team are due to the advisor or corporation selecting an incorrect provider when entering and attaching their E&O record.
- The Document Validation team has access to edit subset of fields on an E&O record submitted through the validation queue. This list has been expanded to include the ‘Provider’ field to reduce the number of rejected E&Os and to improve the overall Advisor experience.
- As usual, Apexa staff will not be able to delete records or attachments
Law 14 -Phase 2B -Bilingual Ad Hoc Questions
- Clients are now able to add bilingual ad hoc questions directly to a contract.
- We are still working on tying this into the bilingual language change process.
- In the meantime if a bilingual ad hoc question is added and is unfulfilled at the time of a contract language change, it will be removed and the contract will be sent back to the client for the question to be re-added.
- This will be resolved in the next release on December 13th, 2023
Branch Codes -Special Characters
- There was previously a system limitation that prevented clients from adding branch codes to Apexa that included special characters even though they were able to add these branch codes in InTrust
- Clients are no longer required to submit requests for data fixes as going forward, the following special characters can be added via either method:
| Numeric | Alpha | Special Characters |
|---|---|---|
| 1 | a | ! |
| 2 | b | @ |
| 3 | c | # |
| 4 | d | $ |
| 5 | e | % |
| 6 | f | ^ |
| 7 | g | & |
| 8 | h | * |
| 9 | i | ( |
| 0 | j | ) |
| k | _ | |
| l | - | |
| m | + | |
| n | = | |
| o | { | |
| p | } | |
| q | [ | |
| r | ] | |
| s | : | |
| t | ; | |
| u | " | |
| v | ' | |
| w | . | |
| x | , | |
| y | < | |
| z | > | |
| / | ||
| ? | ||
| ` | ||
| ~ |
Go Live: November 22nd, 2023 (V11.4.0)
Ticket # | Summary | Description | Area of Impact |
|---|---|---|---|
| SD-40775 | Allows Data Validation Team to Edit E&O Provider | Currently 24% of E&Os are rejected due to an incorrect E&O provider being selected. Going forward this value can be corrected by the data validation team at the time of E&O review. This change was prioritized by the Governance board in 2023 as an enhancement item, but the cost of this change has been absorbed by Apexa as it will provide significant advisor benefit | E&O |
| SD-23554 | Branch Codes with Special Characters | There was a system limitation that allowed for branch codes with special characters to be added in InTrust, but not in Apexa. This limitation has been removed and clients are able to create branch codes with special characters through either method | Contracts -Branch Codes |
| SD-15056 | Multiple Current Addresses | The system was allowing users to enter two current addresses if they were in different provinces. When this happens, the API can no longer function. The system has been updated to prevent this scenario going forward. A user can no longer enter two current addresses. | CITS/API |
| SD-47900 | Law 14 -Phase 2B -Add Bilingual Ad Hoc Questions | This change will be made up of 2 parts. The first part has been completed Clients are now able to add ad hoc questions directly to a contract. However, we are still working on tying this into the bilingual language change process. In the meantime if a bilingual ad hoc question is added and is unfulfilled at the time of a contract language change, it will be removed and the contract will be sent back to the client for the question to be re-added. This will be resolved in the next release on December 13th, 2023 | Regulatory -Law 14 |
| SD-50415 | Law 14 -Typo | The contract language change request pop-up in French had a typo referring to 'la version français' and 'rédigé en anglaise'. Both of these typos have been corrected | Regulatory -Law 14 |
| SD-51200 | AODA -Overlapping Text | The invite signer button on the Contract>Additional Signature tab was overlapping with the invitation status of the externa signer. This has been resolved | Regulatory -AODA |
| SD-51042 | AODA -Color Contrast when Changing Name | The color contract ration in the Change Name button for an advisor requesting a name change was not appropriate. This has been resolved | Regulatory -AODA |
| SD-50816 | Corporation Name Too Long | When certain corporation names were too long, their full name would not fit in the application header and therefore there name was not visible to them and they were being prevented from accessing the top-right hand menu (change email etc.). This has been resolved | Support |
Go Live: December 6th, 2023 (V11.4.1)
Ticket # | Summary | Description | Area of Impact |
|---|---|---|---|
| SD-48572 | Catchup Activity Report | The account activity report has not run since June 2023. This fix will generate the reports for July to November 2023. A permanent fix to resolve underlying performance issues is still outstanding this is a data catchup only | Account Activity |
| SD-51586 | Allow Apexa Staff to Search BackCheck Results | Apexa staff have been given the ability to pull backcheck results via the Criminal Check Within (Days) filter to help better support internal and external inquiries | Internal |
| SD-51800 | Remove Incorrect Credit Report | Remove an incorrect credit report from an advisor profile and unsubscribe them from on going monitoring. The next time they login they will be prompted to enter further identifying information to ensure we pull the correct file | Data Fix |
| SD-51830 | Un-import Incorrectly Merged Contracts | Un-import incorrectly merged contracts per client request | Data Fix |