Enhancement Release 12.17.0 -Contract Source
Contract Source
Contract source has been added as a search filter to the Contract Search screen and a value in the Contract Extract.
Clients will be able to refine search results by contracts created in either:
InTrust (legacy contracts)
Apexa (new contracts)
12.17.0 Go Live: July 23rd, 2025
Ticket # | Summary | Description | Area of Impact |
|---|---|---|---|
SD-62677 | Contract Search -Contract Source | Contract source has been added as a filter to the Contract Search Screen. Clients will have the ability to single select either ‘InTrust’ (legacy contracts imported into Apexa) or ‘Apexa’ (contracts created directly in Apexa) as a filter in the Contract Search screen to refine their search results and build triggers. | Enhancement -Contract Search |
SD-62680 | Contract Search -Contract Extract | The contract search extract has been updated to reflect the Contract Source in column BB (last column). The value will indicate whether or not the source of the contract is either InTrust or Apexa | Enhancement -Contract Search -Extract |
SD-71039 | Contract Search -Contract Extract | Standardize extract template to be used by existing Saved Searches and ad hoc searches | Enhancement -Contract Search -Extract |
SD-70343 | Contract Search | Extend timeout threshold in Production for Contract Search to ensure searches are able to complete with all the additional information that has been added to the contract search extract | Contract Search |
SD-70146 | Contract Search -Contract Source | A bug was identified through internal testing whereby the contract source was incorrectly displayed on legacy contracts when merged into an existing profile. This bug has been addressed | Contract Search |
SD-7033 | Contract Search -Contract Source | A bug was identified through internal testing whereby contracts created on Apexa using a parent contract imported from InTrust displayed contract source incorrectly. This bug has been addressed | Contract Search |
SD-70334 | Contract Search -Contract Source | A bug was identified through internal testing whereby the contract source was incorrectly displayed when the ‘I want to add one of my advisors to an existing contract’ functionality was utilized. This bug has been addressed | Contract Search |
SD-70136 | Contract Search -Contract Extract | A bug was identified through internal testing when a new contract search is made into a ‘saved search’, the contract source was not being displayed in the contract extract. This bugs have been addressed | Contract Search -Extract |
SD-70359 | Contract Search -Contract Extract | A bug was identified through internal testing whereby search extract is displaying incorrect characters [ ] in the Selling code field in the excel extract. This bug has been addressed | Contract Search -Extract |
SD-70351 | Contract Search -Contract Extract | A bug was identified through internal testing whereby leading commas are being displayed in the Selling code and Fund Serv codes in the excel extract. This bug has been addressed | Contrat Search -Extract |
SD-70139 | Contract Search -Contract Extract | An existing bug was addressed whereby the selling code and fund serve code values in the report are populating with additional text and reference to Application IDs incorrectly. This bug has been addressed | Contract Search -Extract |
SD-69764 | Licences and E&O -Audit Trail | In certain circumstance, the audit trail on an advisor/corp profile is not showing all entries for licence and E&O modifications when the client clicks on the licence or E&O number to view the entire history of the entry. This issue has been addressed and all entries will be visible on a go-forward basis. If any change is made to a licence by a profile owner, a new entry gets added to the licence history section reflecting the change made and the modification date | Licence and E&O |
SD-69972 | Licences and E&O -Audit Trail | This is a data fix to display any entries affected by SD-69764 to ensure historical information is accurate and complete in the application | Licence and E&O |
SD-69990 | Technical | Enable window size configurations for Chrome in Selenium to ensure optimal success rate for licence integration | Technical Item -Internal |
SD-68975 | Technical -Database Optimization | Optimize database space by moving email storage outside of the database to Azure Deep Storage. Emails are still recoverable as needed. Improves available db resources. | Technical Item -Internal |