Enhancement Release 12.11.0 -Pushing Package Revisions

Timeline

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Pushing Package Revisions -Overview

The functionality to push package revisions to associated contracts has been enhanced with the following changes: 

• Enhanced design and layout

  • The UI will be updated with the following 3 tabs:

    • Eligible Contracts: List of contracts currently eligible for a package revision

    • Updated Contracts: List of contracts updated with the current package revision

    • Ineligible Contracts: List of contracts ineligible for a package revision

  • The contract lists will include the same information found in Contract search result

  • The UI has been improved with search and export functionality

• Clients will have the ability to select which contracts they would like updated with the current revision

• Clients will have the ability to auto-assign the updated contracts to the required party to fulfill the new requirements

Improved Layout

The column layout has been improved to standardization look and feel across the application.

The layout is same as the Contract>Search results and includes the following fields: 

• Application ID

• Contract Language

• Selling Code(s)

• Advisor Name

• Primary Party Name

• Status

• Current Party

• Party Size

• Last Modified Date

• Health

• Revision Version

Search & Export Functionality

Contracts can be searched based on the following criteria: 

• Application ID (partial search not available, client must enter the entire ID to find a match)

• Selling Code (partial search)

• Advisor Name (partial search)

• Primary Party Name (partial search)

Revision version has been removed a search criteria as it was not compatible with the other searches. It will be addressed a future time through an isolated search or by allowing column sorting

Only one search criteria can be applied at a time (similar to search criteria in other areas of the application)

Contract lists can be exported into an excel file to be used a needed.

Note: All contracts visible on the screen will be exported, the export logic does not take into consideration whether a contract has been 'selected' or not

Note: If the user navigates away from the screen or to another tab, the selection criteria is not maintained 

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Eligible Contracts Tab

The Eligible Contracts tab has been created. It is populated with contracts which are: 

• Already associated to the package for which the new revision can be pushed 

• The client is assigned as the current party on the contract

• The contract is in the same language as the package

• Contracts in an active state (Active, Downgraded, Vested, Pending, isTerminating, isDowngrading)

Ability to Select Contracts

Clients have the option to select single, multiple or all eligible contracts ('select all') for which they would like to update with the new package revision.

This flexibility allows clients the option to select which contracts they would like to update and when, in order to provide great flexibility.

Note:

• If a new search is completed the previous selection will be removed 

  • If the user refreshes the page, or navigates to another tab, the selection will be removed

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Update and Auto-Assignment

Functionality has been introduced to allow clients the option to automatically send the contract backwards to the party fulfilling the requirement(s)

This functionality is optional.

• If 'Update Only' is selected, the contract will still be updated with the latest revision, but the client will remain as the Current Party on the contract

  • If 'Update and Send' is selected, the contract will be updated with the latest revision and assigned to the fulfilling party.

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Error Handling

If for any reason a contract fails to be updated with a package revision or the contract fails to be auto-assigned (when selected) the system will make 3 attempts to update and if it unsuccessful, the change for that particular contract will be reverted.

The contract will remain in a 'selected state' in the Eligible tab. The remaining contracts which did not fail, will be updated as expected and moved to the Updated Contracts tab. 

Note: if contracts are locked by another user, they will not successfully update.

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Update Contracts Tab

Once a package revision has been pushed a contract, that contract will move from the Eligible to the Updated Contract list 

Clients will be able to search and export record from this list

If the option to auto-assign the contract to the fulfilling party was selected, the Current Party will be updated to the fulfilling party in this tab

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Ineligible Contracts Tab

Contracts in this tab include those:

• Not currently assigned to the client

• In a terminated state to which revisions cannot be pushed

• In a different language than the package. This can occur due to Law 14 changes, when parties move to Quebec and the language on current and historical contracts are required to be changed to 'French'

Clients will be able to search and export records from this list and filter based on the ineligible reason

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Maintenance Packages

Extension of the functionality to maintenance packages has been put on hold as the underlying logic for this package type is different and not compatible with the ability to push revisions without changing additional logic.

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Go Live: February 26th, 2025