Enhancement Release 12.18.0 -Contract Source -Contract Header & AODA

SD-62677

Contract Header -Contract Source

Contract source has been added to Contract Header. Clients will have the ability to see whether the contract was created from ‘InTrust’ (legacy contracts imported into Apexa) or ‘Apexa’ (contracts created directly in Apexa)

Enhancement -Contract Header

SD-70524

Banking Search -Banking Extract Extract

The banking extract has been updated display the same Selling Codes as on the UI. Previously, the extract was populating with selling codes when the client was the top party on the contract, however the UI displays all selling codes where the client is implicated. The information in extract displays the same values as in the UI.

Bug Fix -Banking Search -Extract

SD-70500

Contract Search -Staff Portal

When completing a contract search in the Staff Portal, Apexa staff were seeing leading commas in the Selling Code column in the UI. This issue has been resolved

Bug Fix -Internal -Contract Search Results

SD-69750

AODA -Corporation Profile -Security Settings

4 instances of guideline 1.3.1 were resolved

• Allowable IP Address

  • IP Address

  • Network CIDR

• Security Settings

  • Reset Password After how Many Days

  • Minimum Password Length

2 instances of guideline 2.5.3 were resolved

• Security Settings

  • Reset Password After how Many Days

  • Minimum Password Length

4 instances of guideline 4.1.2 - Name, Role, Value were resolved

• Allowable IP Address

  • IP Address

  • Network CIDR

• Security Settings

  • Reset Password After how Many Days

  • Minimum Password Length

Regulatory -AODA

SD-69753

AODA -Corporation Profile -Users

3 instances of guideline 1.3.1 were resolved

• User Table Empty Cells

  • External ID

  • Position

  • Header Row

4 instances of guideline 1.3.2 were resolved

• Employee Users Tab

• Pending Invitation Tab

• Edit Button

• Delete Button

1 instance of guideline 2.1.1 was resolved

• User Table

  • Click here link

4 instances of guideline 2.4.3 were resolved

• Employee Users Tab

• Pending Invitation Tab

• Edit Button

• Delete Button

6 instances of guideline 2.5.3 were resolved

• Name

• External ID

• Position

• Role

• Language

• Status

3 instances of guideline 3.3.2 were resolved

• Add New Employee Pop-Up

  • Choose from associated individuals (hidden area)

  • Role (hidden area)

  • Language (hidden area)

Regulatory -AODA

SD-69751

AODA -Corporation Profile -Roles

4 instances of guideline 1.3.1 were resolved

• Roles table

  • Empty header cell

  • Empty table cell

• Add New Role

  • Name

  • Description

2 instances of guideline 1.3.2 were resolved

• Roles table

  • Edit button

  • Delete button

2 instances of 1.4.3 were resolved

• Add New Role

  • Name

  • Description

1 instance of guideline 2.1.1 was resolved

• Roles table

  • click here link

2 instances of guideline 2.4.3 were resolved

• Roles table

  • Edit button

  • Delete button

2 instances of guideline 2.5.3 were resolved

• Add New Role

  • Name

  • Description

2 instances of guideline 4.1.2 were resolved

• Add New Role

  • Name

  • Description

Regulatory -AODA

SD-69755

AODA -Corporation Profile -Settings

2 instances of guideline 1.4.10 were resolved

• Debt Threshold

• Aggregate Debt Threshold

3 instances of guideline 2.5.3 were resolved

• Debt Threshold

• Aggregate Debt Threshold

• Credit Score Threshold

4 instance of guideline 4.1.2 were resolved

• FundServ Dealer

• Allow Direct Business with Advisor

• Allow Application for E&O Coverage

• Allow Staff Access to Intrust

Regulatory -AODA

SD-70001

AODA -Corporation Profile -Internal Branches

3 instances of guideline 1.3.1 were resolved

• Internal branch table header

• Phone number table header

• Address table header

6 instances of guideline 1.3.2 were resolved

• Internal Branch table edit button

  • Internal Branch table delete button

  • Internal Branch table click here link

  • Phone number table header

  • Phone number table click here link

  • Address table click here link

6 instances of guideline 2.1.1 were resolved

• Internal Branch table edit button

  • Internal Branch table delete button

  • Internal Branch table click here link

  • Phone number table header

  • Phone number table click here link

  • Address table click here link

6 instances of guideline 2.4.3 were resolved

• Internal Branch table edit button

• Internal Branch table delete button

• Internal Branch table click here link

• Phone number table header

• Phone number table click here link

• Address table click here link

Regulatory -AODA

SD-70899

Reporting

Generate Activity Report for all clients

Reporting

SD-70087

Technical

A new script was created to improve monitoring of timeouts in the InTrust search

Technical -Internal

SD-69921

Technical

Implement environment auto-scaling to additional webservers in UAT environment

Technical -Internal

1.3.1 - Info and Relationships - Information, structure, and relationships conveyed through presentation can be programmatically determined or are available in text

1.3.2 - Meaningful Sequence - When the sequence in which content is presented affects its meaning, a correct reading sequence can be programmatically determined

1.4.3 - Contrast (Minimum) - The visual presentation of text and images of text has a contrast ratio of at least 4.5:1

1.4.10 - Reflow - Content can be presented without loss of information or functionality, nd without requiring scrolling in two dimensions for:

1. Vertical scrolling content at a width equivalent to 320 CSS pixels;

2. Horizontal scrolling content at a height equivalent to 256 CSS pixels;

Except for parts of the content which require two-dimensional layout for usage or meaning.

2.1.1 - Keyboard - All functionality of the content is operable through a keyboard interface without requiring specific timings for individual keystrokes, except where the underlying function requires input that depends on the path of the user's movement and not just the endpoints

2.4.3 - Focus Order - If a Web page can be navigated sequentially and the navigation sequences affect meaning or operation, focusable components receive focus in an order that preserves meaning and operability

2.5.3 - Label in Name - Level A(Added in 2.1) - For user interface components with labels that include text or images of text, the name contains the text that is presented visually

3.3.2 - Labels or Instructions - Labels or instructions are provided when content requires user input

4.1.2 - Name, Role, Value - For all user interface components (including but not limited to: form elements, links and components generated by scripts), the name and role can be programmatically determined; states, properties, and values that can be set by the user can be programmatically set; and notification of changes to these items is available to user agents, including assistive technologies