Enhancement Release 13.1.0 - AODA

SD-68961  

In Trust- Display Document Name and Timestamp 

The document upload section in In Trust has been updated to display document name, timestamp and file extension for all saved documents, providing users with improved clarity and traceability when managing uploaded files

Client Profile- In Trust 

SD-71263 

Contract Search- Leading Commas are displayed in Selling Code Column for Terminated Advisors 

An existing bug was addressed whereby selling codes were displayed with leading commas for terminated advisors This issue has been resolved 

Client Profile- Contract Search 

SD-70916 

AODA - Advisor Profile - Switch Profile  

1 instance of guideline 2.3.4 was resolved 

• Focus Order 

  • Select Profile  

Regulatory -AODA  

SD-71645 

AODA – Recurring Issue- Corporation Profile - Tag Admin & Account Activity 

A standardized template was used to resolve recurring instances below: 

  2 instances of guideline 2.4.4 were resolved 

• Link Purpose (In Context) 

  • Add, Edit, Merge, Save, Cancel, Modal Buttons, Click Here in Tag Admin 

  • Export Button in Account Activity  

Regulatory -AODA  

SD-71030 

AODA - Advisor Profile -Address - Misc 

1 instance of guideline 1.3.2 was resolved 

• Meaningful Sequence  

  • Edit Button 

    • Delete Button 

 1 instance of guideline 2.3.4 was resolved 

• Focus Order 

 1 instance of guideline 2.4.4 was resolved 

• Link Purpose (In Context) 

  • Click here 

Regulatory -AODA  

SD-71750 

AODA- Advisor Profile - Profile 

1 instance of guideline 2.1.1 was resolved 

• Keyboard  

  • Profile - "Notifications" Screen - "Click here" link 

Regulatory -AODA  

SD-71854 

AODA - Client Profile - Address 

1 instance of guideline 1.1.1 was resolved 

• Non-text Content  

  • Addresses (Last 5 Years - Present)" screen - Add screen - Hidden area 

 1 instance of guideline 1.3.1 was resolved 

• Info and Relationships  

  • Addresses (Last 5 Years - Present)" screen - Last column in the Table header 

 3 instances of guideline 1.3.2 were resolved 

• Meaningful Sequence  

  • Address Edit & Delete Buttons 

    • Addresses (Last 5 Years - Present)" screen - "Edit" & "Delete" Buttons in the Table 

    • Addresses (Last 5 Years - Present)" screen - Add screen - Hidden area in Select/Combo box  

      • Type 

      • Province 

 1 instance of guideline 1.3.4 was resolved 

• Orientation -Level AA  

  • Addresses (Last 5 Years - Present)" screen - Add screen - "Province" Select/Combo box 

  1 instance of guideline 2.1.1 was resolved 

• Keyboard  

  • Addresses (Last 5 Years - Present)" screen - "Click here" Link below the Table 

 3 instances of guideline 2.4.3 were resolved 

• Focus Order 

 1 instance of guideline 2.4.4 was resolved 

• Link Purpose (In Context) 

  • Profile - Addresses -> "Addresses (Last 5 Years - Present)" Screen -> 
    Business Table -> "Click here 

Regulatory -AODA  

SD-71856 

AODA - Client Profile - Phone 

1 instance of guideline 1.3.1 was resolved 

• Info and Relationships 

  • Phone Numbers" screen - Last column in the Table header 

 1 instance of guideline 1.3.2 was resolved 

• Meaningful Sequence  

  • Phone Numbers" screen - "Edit" & "Delete" Buttons in the Table 

 1 instance of guideline 2.1.1 was resolved 

• Keyboard  

  • Phone Numbers" screen - "Click here" Link below the Table 

 1 instance of guideline 2.4.3 was resolved 

• Focus Order 

 1 instance of guideline 2.4.4 was resolved 

• Link Purpose (In Context 

  • Profile - Phones -> "Phone Numbers" Table -> "Click here" 

Regulatory -AODA  

SD-71893 

AODA - Client Profile - Profile - Coverages 

1 instance of guideline 1.1.1 was resolved 

• Non-text Content  

 1 instance of guideline 1.3.1 was resolved 

• Info and Relationships 

 1 instance of guideline 1.3.2 was resolved 

• Meaningful Sequence 

  • E&O Coverages" screen - Table header 

  • Above Rejected Information 

  • Above Edit/Delete Buttons 

 1 instance of guideline 1.4.3 was resolved 

• Contrast (Minimum)  

  • E&O Coverages" screen - Input Field's Labels 

 1 instance of guideline 2.1.1 was resolved 

• Keyboard 

  • E&O Coverages" screen - "Click here" Link below the Table 

 1 instance of guideline 2.4.3 was resolved 

• Focus Order 

 1 instance of guideline 2.4.4 was resolved 

• Link Purpose (In Context 

  • Profile - Coverages -> "E&O Coverages" Table -> "Click here" 

 1 instance of guideline 4.1.2 was resolved 

• Name, Role, Value  

  • E&O Coverages" screen - "Add" button 

Regulatory -AODA  

SD-68961 

AODA - Advisor Profile - Sponsorship 

1 instance of guideline 1.3.2 was resolved 

• Meaningful Sequence 

  • Profile - "Sponsorship" Screen 

1 instance of guideline 2.4.3 was resolved 

• Focus Order 

Regulatory -AODA  

SD-71891 

AODA - Client Profile - Profile - Banking Information 

1 instance of guideline 1.3.1 was resolved 

• Info and Relationships 

  • Banking Information" screen - Table Header 

2 instances of guideline 1.3.2 were resolved 

• Meaningful Sequence 

  • Banking Information" screen - "Add" Link from Notification box 

  • Banking Information" screen - "Click Here" Link below the Table 

 2 instances of guideline 2.1.1 were resolved 

• Keyboard 

  • Banking Information" screen - "Click here" Link below the Table 

  • Banking Information" screen - "add" Link in the Notification box 

 2 instances of guideline 2.4.3 were resolved 

• Focus Order 

 1 instance of guideline 2.4.4 was resolved 

• Link Purpose (In Context) 

  • Profile - Banking Information -> "Banking Information" Table -> "Click here" 

 3 instances of guideline 4.1.2 were resolved 

• Name, Role, Value 

  • Banking Information" screen - "Info" Icon in the Heading 

  • Banking Information" screen - "Edit" & "Delete" Buttons in the Table 

  • Banking Information" screen - "Add" Button 

Regulatory -AODA  

SD-71896 

AODA - Client Profile - Profile - Licenses 

1 instance of guideline 1.1.1 was resolved 

• Non-text Content  

1 instance of guideline 1.3.1 was resolved 

• Info and Relationships 

  • Licence screen - Table Header 

  • Above Rejected Notes 

  • Above Edit/Delete Buttons 

 4 instances of guideline 1.3.2 were resolved 

• Meaningful Sequence 

  • License screen - "Edit" & "Delete" Buttons in the Table 

  • License screen - "Info" icon button in the Table 

    • Rejected License Notes 

  • License screen - "Click Here" Link below the Table 

  • License screen - " Third Party Regulator License” popup from the Search Button in the Add screen 

 3 instances of guideline 2.1.1 were resolved 

• Keyboard 

  • Licence screen - "Info" icon in the Table 

    • Rejected License Notes 

  • License screen - "Click here" link below the Table 

  • Licence screen - Resident column data 

 5 instances of guideline 2.4.3 were resolved 

• Focus Order 

  • License screen - "Third Party Regulator Licenses" popup from the Search Button in the Add screen 

 2 instances of guideline 2.4.4 were resolved 

• Link Purpose (In Context) 

  • Profile - Licenses -> License Table -> "Click here" 

  • License screen - "Edit" & "Delete" icon buttons in the Table 

 1 instance of guideline 4.1.2 was resolved 

• Name, Role, Value 

  • License screen - "Add" Button 

Regulatory -AODA  

SD-71898 

AODA - Client Profile - Profile - Owners 

1 instance of guideline 1.3.1 was resolved 

• Info and Relationships 

  • Corporation Owners" screen - Table Header 

  • Column Next to Status 

  • Column above Edit/Delete Buttons 

 2 instances of guideline 1.3.2 were resolved 

• Meaningful Sequence 

  • Corporation Owners" screen - "Edit" & "Delete" Buttons in the Table 

  • Profile - Owners" screen - "Add-> Save & Cancel" buttons 

 1 instance of guideline 2.1.1 was resolved 

• Keyboard 

  • Corporation Owners" screen - "Click here" Link below the Table 

 2 instances of guideline 2.4.3 were resolved 

• Focus Order 

 1 instance of guideline 2.4.4 was resolved 

• Link Purpose (In Context) 

  • Profile - Owners -> "Corporation Owners" Table -> "Click here". 

 1 instance of guideline 2.4.7 was resolved 

• Link Purpose (In Context) 

  • Corporation Owners" screen - "Click here" Link below the Table 

 1 instance of guideline 4.1.2 was resolved 

• Name, Role, Value 

  • Corporation Owners" screen - "Edit" & "Delete" Buttons in the Table 

Regulatory -AODA  

SD-72030  
 

AODA-BUG: Corporation Settings - Radio Buttons Editable When Edit Mode Is Disabled 

Corporation settings were editable when edit mode is disabled. This has now been resolved 

Regulatory -AODA  

SD-72343 

AODA-BUG: Sponsorship Questions Duplicated During Attestation 

Sponsorship questions were duplicated during Attestation. This has now been resolved. 

Regulatory -AODA  

SD-72529  
 

 AODA-BUG: Client Profile-Banking Information- Missing Text in Notification Banner (UI and Screen Reader) 

Some text was missing in the notification banner (UI and Screen reader) on the banking information page. This has now been resolved 

Regulatory -AODA  

SD-72496  
 

AODA-BUG: Sponsorship - "No Change" Checkbox Incorrectly Enabled in Advisor Onboarding and Profile Edit Screens 

“No Change” checkbox was incorrectly enabled in Advisor Onboarding and Profile Edit Screens. This has now been resolved 

Regulatory -AODA  

SD-72586  
 

AODA-BUG: Advisor Profile-Licenses- Unable to Save QC Licence  

Advisors were unable to save QC licences. This has now been resolved 

Regulatory -AODA  

SD-72634  
 

AODA-BUG-Advisor Onboarding: Misaligned Radio Buttons in Licence Declaration Pop-up Preventing Profile Completion 

Misaligned radio buttons in the Licence Declaration pop-up prevented users from completing onboarding. This has now been resolved. 

Regulatory -AODA  

SD-72812 

AODA-BUG: Advisor profile: Delete Button is Missing for E&Os Uploaded via the Integration 

The Delete button was removed for AXIS E&Os uploaded via the integration. This issue has now been resolved. 

Regulatory -AODA  

SD-72362  
 

AODA- Focus Order- Focus Navigates Outside the Address Page After Address is Deleted- Advisor  

Focus order in the “Address” screen was misaligned. This has now been resolved 

Regulatory -AODA  

SD-72355  
 

AODA-Shareholders-Email Icon in Banner Message Not Read by Screen Reader  

Email icon in the banner message on the Shareholders screen was not announced by screen readers. This has now been resolved 

Regulatory -AODA  

SD-72534  
 

AODA- Client Profile-Licenses-Banner Messages Partially Read by Screen Reader  

Banner Message in the Licence Section was not being fully read by screen readers. This has now been resolved 

Regulatory -AODA  

SD-72527  
 

AODA- Incorrect Focus Order-Focus does not Navigate to "Click Here" After Adding a New Bank Account- Client profile 

Focus order in the “Banking Information” screen was misaligned. This has now been resolved 

Regulatory -AODA  

SD-72622  
 

AODA-Client Profile-Banking Information Page Fails to Auto Focus on First Input Field After Clicking "Add"  

The Banking Information page in client profiles did not realign to focus on the first input field after the “Add” button is clicked. This issue has now been resolved 

Regulatory -AODA  

SD-71538 

Equifax- Technical Item- Improve Logging Mechanism when Processing Full Credit Files 

The logging mechanism for processing full credit check files has been enhanced to provide better tracking and visibility. 

Technical -Internal  

1.1.1 - Non-text Content - Level A - All non-text content that is presented to the user has a text alternative that serves the equivalent purpose, except for the situations listed below. 

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 

1.3.4 -Orientation - Content does not restrict its view and operation to a single display orientation, such as portrait or landscape, unless a specific display orientation is essential. 

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

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 

2.4.4 - Link Purpose (In Context) - The purpose of each link can be determined from the link text alone or from the link text together with its programmatically determined link context, except where the purpose of the link would be ambiguous to users in general.