Enhancement Release 12.8.0 -Contract Comments

SD-60792

Contract Comments

A new search template/mechanism to create a task each time a comment is added or modified on a contract was created

Enhancement -Contract Comments

SD-63004

Contract Comments

Mechanism to allow clients to self-migrate to the new functionality/template has been created.

• Users can opt-in to receiving tasks for any comment left on or modified on a contract by removing the ‘Added Within’ filter value from their existing saved searches/triggers.

• Users will not migrate to the new functionality until they have edited their existing saved searches/triggers

Enhancement -Contract Comments

SD-64025

Contract Comments

Resolved bug whereby task was not generated for comments left by MGA when the trigger filter Comment Party = My Corporation

Enhancement -Contract Comments

SD-63000

Contract Comments

Limited task generation when a comment is

• Modified on a contract, but the edit is not saved,

• The edit is the same as the previous state or

• The comment is deleted on a contract

Enhancement -Contract Comments

SD-13388

Contract Comments

Resolved existing issue whereby Carrier comments left on a 2 Party Carrier>MGA contract did not generate a task

Enhancement -Contract Comments

SD-63649

Advisor Disclosure Tracking

In the event that an advisor started, but has not complete their Attestation prior to the Profile Snapshot generation job being run, the snapshot was created with an incorrect timestamp

This issue has been corrected

Enhancement -Advisor Disclosure Tracking

SD-64136

Advisor Disclosure Tracking

Date of the previous and current profile snapshots was added to the Advisor Disclosure Tracking mechanism

Enhancement -Advisor Disclosure Tracking

SD-63865

Advisor Disclosure Tracking

The existing logic for tracking changes to questions #9 and #10 of the ASQ questionnaire was improved to display a change for valid scenarios only

Enhancement -Advisor Disclosure Tracking

SD-63527

Advisor Disclosure Tracking

Initial baseline profile snapshot for all existing advisors in production was generated

all advisors will receive an initial one time delta change for the following properties where applicable to their individual profile settings:

• Address (Personal or Business)> Province (Quebec Address only)

• Personal > Title

• Phone > Type

• Licence > Type * (Quebec Licence only)

• Licence > Province

• Education > Designation >Type

• Sponsorship > (require licence sponsorship) > ProductTypes

• Sponsorship > (require licence sponsorship) > SponsorshipApplicationTypes

• Sponsorship > (require licence sponsorship) > Province

Enhancement -Advisor Disclosure Tracking

SD-63311

Editing Records with Documents

A bug was identified and resolved when a user was editing an uploaded licence, E&O, banking record, corporate registration, asset or comment while in edit mode the name of previously uploaded documents were no longer being displayed

Bug -Editing Records

SD-63476

Technical

Removed old feature flags for previously deployed functionality

Internal -Technical Debt

SD-47896

Jobs

Improved Sending Email job to allow for special characters in the email address, improve error logging and limit number of send attempts when there are failures

Internal -Technical Improvement

SD-63449

CITS API

Improve logging and addressed intermittent issue whereby users were unable to download banking or organization documents received through API in certain scenarios. Error received indicated “An error occurred. Please try again later.”

CITS API

SD-64813

Email Job

Some emails were stuck Sendgrid production, they have been re-queued to be resent

Jobs -Emails

SD-63449

CITS API

Addressed API/CITS exceptions that occur when an API call is made to retrieve information for a broker with whom there is a terminated relationship. This resulted in an error (Sequence contains no elements / Contractor Not Found). Going forward, the API response will include profile details based on the last available snapshot prior to termination of the contract(s)

CITS API

SD-65017

CITS API

Addressed API/CITS exceptions that occur when an API call is made to retrieve signed documents for which the billable party did not have permission to access as they were not a signing party in the agreement. This resulted in a FileNotAuthorized error.

CITS API