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Go Live: February 5th, 2025

Ticket #

Summary

Description

Area of Impact

SD-52659

 

Contract Comments -Multiple Attachments

Users can add multiple attachments to a single comment on a contract. Once is saved, the supporting documents will be zipped into a single file which can be downloaded from the system

Enhancement -Contract Comments

SD-61087

Contract Comments -Scroll Bar

The scroll bar in the comment section of the contract has been updated to ensure compliance with the Accessibility for Ontarians with Disabilities Act (AODA).

Enhancement -Contract Comments

SD-62966

Contract Comments -Delete Documents

Users now have the ability to delete documents from general contract comments. However, they are unable to delete documents or edit system-generated comments.

Enhancement -Contract Comments

SD-63458

Contract Comments -Deleted Comment

A placeholder has been added to represent deleted comments. The placeholder includes the following information:

  • Date the comment was added

  • Organization Name that added & deleted the comment

  • Date the comment was deleted

  • Comment type

  • Whether documents were attached

Enhancement -Contract Comments

SD-63941

Advisor Search -Compliance Questions

A typo in question #16 has been corrected, enabling triggers and tasks to be generated for modifications made to this compliance question going forward

Advisor Search

SD-62387

E&O

The system now allows special characters to be included in the E&O certificate number and policy fields. This update resolves the issue where records with these characters could not previously be edited by our Data Validation team.

E&O Records

E&O Records

SD-63722

E&O Integration

The integration monitoring job has been improved to focus on monitoring and updating only records added through the integration. Manually entered records will be excluded, even if they can be found through the integration in the vendor database.

E&O Integration

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