This page contains current year (2024) Docs Release Notes. For previous year releases, see the Archived Release Notes page.
2024 Releases
December 9, 2024 - Docs 2.0.279.6, Accelerate 2.0.279.6
Highlights:
- Trade volume from Pending Actions widget available in Agreement Search page
- Add Exec status in the Workstream Status widget
- Simplified rules to compare two rate schedules on the Compare Rates page
| Issue Type | Issue key | Summary |
| Story | AC-432 | Increase width of Dashboard columns and all the widgets |
| Story | DOCS-12392 | Updated rules of Rate Schedule comparison tool |
| Story | DOCS-7313 | Add agreement Trade Volume displayed in Pending Actions to agreement search |
| Story | DOCS-12180 | Add Exec status to the Workstreams Status widget |
| Bug | DOCS-12539 | Databank Reference Processor is timing out while processing BBG and GMI import files |
| Bug | DOCS-12410 | Select All column on Bulk Actions screen is not locked in place and can be dragged |
| Bug | DOCS-12547 | Color scheme in "Trade Volume" column is incorrect in the Dashboard Pending Actions wiedget |
| Bug | DOCS-12531 | Stale agreements are displaying “approved” checkmarks for non-conformed parties |
November 4, 2024 - Docs 2.0.277.24, UserHub 2.0.277.9
Highlights:
- Export Compare Rates Results
- Add paragraph level agreement text change flags to the Agreement Language API call
| Issue Type | Issue key | Summary |
| Story | DOCS-12478 | Allow users to retrieve only agreements with rate updates in the Agreement Updates API call |
| Story | DOCS-12397 | Add paragraph level agreement text change flags to the Agreement Language API call |
| Story | DOCS-1658 | Export compare rates results |
| Story | DOCS-12297 | Add an Agreement Terminated history record whenever an agreement is terminated due to the execution of a following agreement |
| Story | DOCS-12467 | Add ability for FIA Tech admins to update Docs Segment Mic and Op Mic for a product from Operational Request page |
| Story | DOCS-10720 | Track rate schedule updates so they can be used in expanded agreement details call |
| Story | UH-669 | End users should not be able to find Simulation accounts in UserHub |
| Story | UH-690 | Move SSO Email Domains setting out of FiaSiteConfig to its own file |
| Story | DOCS-12468 | Skip approved broker list check in party merge requests for agreements in Pending Initiation, Initiation Rejected and Draft states |
| Story | DOCS-12408 | Change behavior on bulk agreement initiation to navigate user to bulk actions screen instead of search |
| Bug | DOCS-12490 | Remove duplicate information from History API call |
| Bug | DOCS-12483 | Some job folders are not getting archived |
| Bug | DOCS-12447 | Publish button is not visible if there are large number of product exclusions |
| Bug | UH-702 | SSO logout timer issues |
| Task | DOCS-12506 | Investigate a party merge request failure in PSIM |
October 7, 2024 - Docs v2.0.275.14, Accelerate 2.0.275.5
Highlights:
- Use experience and UI improvements
| Issue Type | Issue key | Summary |
| Story | UH-694 | Create and deploy a meaningful entity ID for SSO configuration |
| Story | UH-692 | Update Duende package version to apply the security patch |
| Story | DOCS-12166 | Collect additional agreement statistics in the agreement stats file on rate synced agreements |
| Story | UH-688 | Allow FiaTechAdmins to update email address of all users (including SSO users) |
| Story | UH-686 | Any key press (including Esc key) on SSO logout warning message should log user out immediately |
| Story | UH-682 | Show warning message to SSO user when selecting "Log Out" from Accelerate applications |
| Story | UH-659 | Stratum 2024 TDN Pen Test: Weak Password Policy |
| Story | DOCS-12022 | Update Initiate Agreement Modal to informational style |
| Story | DOCS-8807 | Update wording in messages when FIA Tech admin is uploading product reference data |
| Story | DOCS-12112 | Update Bulk Actions Detail grid and column chooser |
| Bug | DOCS-12429 | AgreementHistory API call does not contain complete information regarding Product removal |
| Task | DOCS-12385 | Data fix: exclude BRRD transitioned agreements from statistics |
September 9, 2024 - Docs v2.0.273.8, Accelerate 2.0.273, UserHub 2.0.273.8
Highlights:
- New API call added to retrieve workstream approval status information
| Issue Type | Issue key | Summary |
| Story | DOCS-12373 | Apply index to agreement query |
| Story | DOCS-8079 | Retrieve workstream status information over API using AgreementWorkstream API call |
| Story | DOCS-12274 | Agreement party role should display as conformed/non-conformed based on their current status |
| Story | AC-431 | Convert all projects in Accelerate from .Net 6 to .Net 8 |
| Story | UH-675 | Add ability to search for Deleted Users by FiaTechAdmins |
| Story | DOCS-12013 | Improve usability of Jurisdiction dropdown: Search, Legal Language workstream and Initiate agreement screens |
| Story | DOCS-11991 | Update Clearing account "New" icon to thunderbolt |
| Story | UH-679 | Update body of password reset email |
| Story | DOCS-12214 | Resolve CheckMarx issues in Sprint 272 |
| Bug | DOCS-12378 | Investigate and fix: Agreement stuck in Composition phase |
| Bug | DOCS-12376 | Remove highlights from workstream approval checkmarks after nonconforming a party |
| Bug | UH-678 | Updating applications on participants by FiaTechAdmins removes existing application if admin does not have permission to that application |
| Bug | DOCS-12372 | "Select All" checkbox is not working correctly in some situations |
August 12, 2024 - Docs v2.0.271.14, UserHub v2.0.271.11
Highlights:
- New API calls added to retrieve Agreement comments and Agreement history details
| Issue Type | Issue key | Summary |
| Story | DOCS-11325 | Retrieve Agreement Comments via API using AgreementComments API call |
| Story | DOCS-12219 | Retrieve Agreement History via API using AgreementHistory API call |
| Story | DOCS-12305 | Add ability for FIA Tech users to create and update Databank Reference for a Product from Operational Request UI |
| Story | UH-658 | Stratum_2024_TDN Pen Test: Information Disclosure in URL |
| Story | UH-653 | Stratum 2024_TDN Pen Test: Open URL Redirection |
| Story | DOCS-12287 | Log Request and Response objects for all api calls |
| Bug | DOCS-12339 | Bulk Approval Process sometimes fails for agreements |
| Bug | DOCS-12288 | Incorrect details displaying in Agreement History |
| Bug | DOCS-12330 | Agreements with Inactive Parties are set to Composition state instead of visibility request |
| Bug | DOCS-12302 | Investigate and fix Agreement stuck in Composition issue |
| Bug | DOCS-12333 | GUA - Not able to Download The List of Total Agreements in Transition Center |
| Bug | DOCS-12313 | Executing Account updates from initiation are missing in agreement history |
| Bug | DOCS-12238 | Specific Date Calendar' field is active for Clearing Account additions while its radio button is not selected |
| Task | DOCS-12322 | Update API documentation to the latest file to align with 271 deployment |
July 15, 2024 - Accelerate v2.0.269.5, Docs v2.0.269.8, UserHub v2.0.269.10
Highlights:
- Single-Sign On integration using SAML or OIDC
- Bulk Actions page updated to include additional columns (Count of Clearing Accounts, Rate Schedule Name)
| Issue Type | Issue key | Summary |
| Story | DOCS-12286 | Remove FCR User roles when a party is fully unsubscribed from FCR |
| Story | UH-661 | Implement Service Provider initiated SSO authentication for OIDC |
| Story | UH-647 | Implement Service Provider initiated SSO authentication for SAML |
| Story | UH-648 | Add CIDR range check for SSO authentication flow |
| Story | UH-646 | Add NameIdClaim column to Users table and create API methods to get and put its value |
| Story | DOCS-12199 | Resolving CheckMarx issues in Sprint 268 |
| Story | DOCS-12110 | Add Rate Schedule Name, #CA as optional columns within Bulk Action Details grid |
| Story | DOCS-12108 | Align Bulk Action Description sections |
| Bug | DOCS-12278 | GUA User Roles Removed Following FCR Subscription Deactivation |
| Bug | DOCS-12096 | "Select Custom Agreement Template" field does not contain required information |
| Bug | DOCS-12235 | Issues in Billing Agreement screen |
| Bug | DOCS-12236 | Uploaded agreement lacks "Bill-to party", if PNF was created during initiation |
| Bug | DOCS-12167 | "Action" column should display approve/reject icons side by side |
| Bug | DOCS-12197 | Unexpected error message should not return user to Agreement Search |
| Bug | DOCS-12237 | "Termination date" field is enabled, while another option is selected |
| Bug | DOCS-12213 | Email contents for workstream level Approval/Rejection modal should be updated for GUSAs |
| Bug | DOCS-12157 | "You are about to reject.." modal not reflecting when workstream is approved manually |
| Bug | DOCS-12118 | Action status indicators are active for Deleted agreements within the Bulk Actions |
| Task | DOCS-12247 | Product Update - IFED Ranges to Individual Codes |
June 18, 2024 - Accelerate v2.0.267.3, Docs v2.0.267.13
Highlights:
- Display indicator in workstream summary of attached supplemental documents
| Issue Type | Issue key | Summary |
| Story | DOCS-3908 | Include Flag/Count of Supplemental Documentation in Legal Language Workstream Header Row |
| Story | DOCS-12161 | Apply unique indexes to ApprovedBrokers and FcApprovedBrokers tables to prevent creation of duplicate rows |
| Story | DOCS-11558 | Make TradeType and SpreadType as non nullable in database and code |
| Story | DOCS-12014 | Update modal displayed when editing approved workstream from warning style to informational style |
| Bug | AC-430 | Inconsistency in "Age" column between Pending Actions and Workstream Status |
| Bug | DOCS-12203 | Compare Rates to previous version displays wrong agreement ID |
| Bug | DOCS-12205 | Comparing agreements with the same rate schedule results in error |
| Bug | DOCS-12210 | Uploaded agreement is converted to Docs initiated agreement following PNF |
| Bug | DOCS-11970 | Docs Counterparty Report Does Not Capture Regulatory Protocol Adoption for Merged Non-Conformed Parties |
| Bug | DOCS-12204 | "Action taken by" in email notification contains "Unknown" when Associate Account was done |
| Bug | DOCS-12105 | Bulk Action page filters are missing information, and are not sorted alphabetically |
| Bug | DOCS-12192 | Reports dropdown is not fully visible on screen |
| Bug | DOCS-12187 | ExecutedPartyName is being incorrectly set by PartyNameChange, VisibilityRequest, and AgreementCloning |
| Task | DOCS-12258 | Investigate Party Merge Operational Request Error |
May 20, 2024 - Accelerate v.2.0.265.8, Docs v2.0.0265.8
Highlights:
- Reject individual agreements, or agreements in bulk, through the Bulk Actions page
| Issue Type | Issue key | Summary |
| Story | DOCS-11826 | Select multiple agreements in Bulk actions grid and apply Rejection actions to them |
| Story | DOCS-11825 | Add rejection action for individual agreements into the bulk action details grid |
| Story | AC-143 | Add forms section to Design System |
| Bug | DOCS-12156 | Party Merge is adding duplicate Approved Broker records |
| Bug | DOCS-11917 | Rates Compare - Inconsistent Results in Comparisons |
| Bug | AC-428 | Rename widget is broken |
| Bug | AC-427 | Dashboard Settings page is blank |
| Bug | DOCS-12140 | On opening a newly downloaded reports, first column displayed should be "A" |
| Bug | DOCS-12090 | Workstreams can be approved when locked for editing by party edit |
| Bug | DOCS-12016 | Workstream names in Approval modal on bulk actions page should be updated for GUSAs |
| Bug | DOCS-12072 | Inconsistent padding in agreement history |
| Bug | DOCS-11978 | "Download Report" action is not hyperlinked in Bulk Action details pages |
April 22, 2024 - Accelerate v.2.0.263.10, Docs v2.0.263.8, UserHub v2.0.263.16
Highlights:
- Login screen updates to separate username and password inputs
- New API call added to retrieve agreement legal language
- Execution phase approval status added to Workstream view in search and in agreement download
| Issue Type | Issue key | Summary |
| Epic | UH-632 | Convert UserHub to dotnet8 |
| Story | AC-99 | Remove agreements pending transition from the Dashboard |
| Story | DOCS-12023 | Retrieve agreement language using the AgreementLanguage API call |
| Story | DOCS-12015 | Update Legal Language workstream summary text |
| Story | DOCS-12034 | Add Execution phase approvals to workstream view and report on Agreement Search page |
| Story | DOCS-11898 | Update language in the duplicate approval warning modal |
| Story | DOCS-11855 | Display original Transition IDs in corresponding Bulk Actions and vice versa |
| Story | UH-620 | Update login screen to accommodate navigating users to their identity provider once their username (or email) has been entered |
| Bug | DOCS-11903 | Clearing Accounts updated using Account Maintenance Job cannot be edited |
| Bug | DOCS-10581 | When Party settings are unchecked - "Signed By" and "Signed On" records should be removed |
| Bug | DOCS-12060 | Date calculation is incorrect in the info message when a document/agreement is terminated/archieved |
| Bug | DOCS-12002 | Parties are still available to select, even when there is nothing to approve on behalf of them |
| Task | DOCS-12084 | Cover additional requirements for DOCS-12023 Retrieve agreement language using the AgreementLanguage API call |
| Task | DOCS-12038 | Update API spec to latest version 1.23 for 262 version |
March 25, 2024 - Docs v.2.0.261.14, UserHub v.2.0.261.15
Highlights:
- Additional information added on standard agreement language changes in AgreementDetails v2 and ExpandedAgreementDetails v2 API calls
- Performance improvements to the Bulk actions page
| Issue Type | Issue key | Summary |
| Story | DOCS-11805 | Update wording on swagger page to clarify FCR vs GUA API calls |
| Story | DOCS-12030 | Investigate and remediate slowness opening bulk actions pages with large numbers of agreements |
| Story | DOCS-8846 | Docs API - Provide Agreement Legal Language Change Status in v2 AgreementDetails call |
| Story | DOCS-11860 | Add anti cross-site scripting validation to all Docs API calls (FCR and GUA) |
| Story | DOCS-11925 | Remove "This agreement is scheduled to be transitioned" message from Scheduled agreements |
| Story | DOCS-11982 | Move submission of operational requests to UI for FIA Tech admins |
| Story | UH-615 | Update functionality around FIA Tech user types |
| Story | UH-612 | Make additional fields in the Agreements & Protocols grid editable to FIA Tech users - Entity Name, Participant Code |
| Bug | DOCS-12026 | ParentId and InstitutionId are always zeros in AgreementDetails API call |
| Bug | DOCS-12005 | Ensure Transition Date is being serialized/deserialized using 24h time format |
| Bug | UH-626 | Deactivating a FIA Tech user is throwing generic error message |
| Task | DOCS-12037 | Update API spec to latest version 1.22 for 261 version |
February 24, 2024 - Docs v.2.0.259.21, UserHub v.2.0.259.14
Highlights:
- Approval actions (workstream and final execution) available from the Bulk Actions page for all bulk action types.
| Issue Type | Issue key | Summary |
| Epic | DOCS-11738 | Approve agreements from bulk actions screen (all bulk action types) |
| Story | UH-616 | FIA Tech UserHub admins should be able to assign FIA Tech entitlements to all applications |
| Bug | DOCS-11807 | LL paragraph keeps showing old content after update |
| Bug | DOCS-12001 | Docs link is visible to FIA Tech User without "FIA Tech Docs Administrator" role |
| Bug | DOCS-12018 |
Unable to select non-broker party within "Identify Agreements" section of BRRD Transition screen |
January 27, 2024 - Docs v.2.0.257.20, UserHub v.2.0.257.12
Highlights:
-
Workstream status report available from workstream status widget
-
Default amount fields to two non-significant decimal places in pdf downloads
| Issue Type | Issue key | Summary |
| Story | DOCS-11837 | Agreements for which a following agreement version was created should not remain in the bulk action |
| Story | DOCS-11835 | Adjust history records in agreements processed in BRRD non-eligible Bulk Action |
| Story | DOCS-11314 | Alter the display of all fee amount fields in PDF agreement download to default to two decimal places |
| Story | DOCS-9081 | Create a batch job for existing Clearing Account Maintenance utility |
| Story | AC-276 | Add workstream status report access from Workstream Status widget |
| Story | DOCS-11867 | Agreement counts on bulk actions screen should reflect agreements in the action for the party viewing bulk action |
| Bug | DOCS-11952 | Compare popup modal should not appear when previous agreement has only one RS |
| Bug | UH-611 | Regulatory Protocol - Do not display adoption page to non-admin/exec approvers |
| Bug | UH-607 | Users without the FIATech UserHub admin role cannot see records in the Agreements & Protocols page |
| Bug | DOCS-11918 | Total Agreement count is incorrectly calculated for Brexit transitions |
| Bug | DOCS-11916 | DocsUnsupportedProductInfoUpdater job is not completing successfully |
| Bug | UH-606 | UserHub Admin entitlement automatically grants users access to Databank |
| Bug | DOCS-11921 | Rate comparison from agreement search compares rate schedules based on selected order, not initiation date |
| Bug | DOCS-11915 | Align Bulk Action status in BRRDs with other Bulk Actions |
| Bug | DOCS-11847 | Investigate and fix transitions in Pending state after new agreement effective date |
| Bug | DOCS-11845 | "Agreement Deleted by" displays name of user who updated party name |
| Bug | DOCS-11844 | Sorting Agreements Affected grid in Bulk Action page not working |
| Bug | DOCS-11911 | Agreement Version (All / Original / New) is not working |
| Task | DOCS-11649 | Build unit tests for DOCS-11488 (Execute Regulatory Protocol Eligible transition) |
| Task | DOCS-11887 | Build script to diagnose issues with erroneously locked agreements in PROD |
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