Docs Release Notes

July 8, 2019 1.0.138.34

Highlights:

• LEI added to party reference data call
• Document titles and footers aligned for 2017 agreement versions

Issue Type	Issue key	Summary
Story	AC-77	All parties drop down is blank when user have access to party admin in INST level
Story	DOCS-4685	Provide precalculation to Clearing Accounts grid
Story	DOCS-4649	Add LEI field to Party reference data call
Story	DOCS-4626	Align document titles and footers for 2017 agreement versions
Story	AC-76	Uploaded agreement is displaying in dashboard for approval
Story	DOCS-4535	Rate Schedule Builder/viewer should show the Rate schedule name
Story	AC-83	Show max 50 pending actions in widget and show total count at bottom
Bug	DOCS-4345	API uploaded rate schedules flagged with errors
Bug	DOCS-3193	Party name change or merge only shows new name on first page of PDF of following agreements
Bug	DOCS-2932	Download file is not correct in Notice Center.
Bug	DOCS-2109	Executed agreement Work stream edit mode issue
Bug	DOCS-4881	Columns of Clearing Accounts Library lacks sorting
Bug	AC-74	1 of the 2 approves approve an agreement in execution, i can see  both agreements in approves queue in pending action dashboard
Bug	AC-78	Party change issue in Pending actions widget
Bug	DOCS-4802	If amendment was caused by LL workstream modification, keeping the existing LL in interstitial modal causes error
Bug	DOCS-4980	Change wording of "different assignee for SendToApprove" message
Bug	DOCS-4730	"Enter" for new Rate schedule's URL causes unexpected behavior
Bug	DOCS-4726	Filters don't appear correctly after navigating away and back to Rate Schedule Library
Bug	DOCS-4566	User gets "200" error if they have two windows open and log out of one of them
Bug	DOCS-4266	Agreement Search CSV include duplicate records for some agreements when exported
Bug	DOCS-4902	Notice Sent - "New Agreement Status" column is empty for Completed cloning
Bug	AC-39	Change error pop up when max widgets are selected per dashboard.
Bug	DOCS-3680	Overall Accts Affected report blank
Bug	DOCS-4919	Minor UI issues #1
Bug	DOCS-4778	Defects in the terminate agreement popup
Bug	DOCS-4734	Agreement Number text size changes depending on window size
Bug	DOCS-4675	Party name links from Party not found request page opens Dashboard instead of View/Edit Party page
Bug	DOCS-3821	Date range selection looks broken in IE 11 and latest MS Edge browsers
Bug	DOCS-777	'State/Province' field of user's details is not persisted
Bug	DOCS-3364	Search Any Party Roles performance issue
Task	DOCS-2452	Add logging and retry feature to Jira api calls if it fails

 

June 23, 2019 1.0.137.41

Highlights:

• Workflow to update existing agreements from 2008 to 2017 agreement language
• Accelerate Dashboard*

Issue Type	Issue key	Summary
Story	DOCS-4272	Clone agreements based on file input should skip the agreement if the Agreement is locked for Transition
Story	DOCS-4429	Allow transitions for agreements where initial clone has been deleted
Story	AC-25	Implement Dashboard switches and widget loading checks
Story	DOCS-3837	Shrink Agreement Number Text Size on agreements
Story	DOCS-917	Switch agreement template to most recent version
Story	DOCS-4147	Include additional details in "Agreement Deleted" message
Story	DOCS-4048	Docs Pending Actions data modelling and backend
Story	AC-68	Give all users with Docs and/or Atlantis permissions Accelerate level Dashboard entitlement*
Story	AC-32	Dashboard Settings*
Story	AC-28	Add Dashboard link in MainNav and change default redirection logic*
Story	AC-16	Docs Stats Over Time Graph*
Story	AC-14	Docs Stats Widget*
Story	AC-13	Docs Pending Actions Widget for Docs Users*
Bug	DOCS-4779	Error on downloading the list of agreements in Transitions Center
Bug	DOCS-4879	Radio button setting of Paragraph 10 addition is not properly retained
Bug	DOCS-4801	"New Agreement ID" and "New Agreement Status" are not shown instantly
Bug	DOCS-4799	File-based cloner fails with "Cannot insert duplicate key row in object..." error
Bug	DOCS-4572	Column layout of Manage Users and Manage Parties tables differs from requirements
Bug	DOCS-4792	Agreement Cloner doesn't set correct modifier and modification date after deletion of agreement
Bug	DOCS-4808	Loading Icon needs to be Standard everywhere
Bug	DOCS-4068	RS validation: remove wrong info in Volume Discount or Banding fields for particular rate types
Bug	DOCS-4758	Uploaded Agreement: 'Agreement Template' value is not displayed
Bug	DOCS-4777	Letters are partly hidden in Visibility requests appearing on Dashboard
Bug	DOCS-608	Wrong label for non-conforming party checkbox
Task	DOCS-4781	Remove unexpected white space from Parties section

* Live on Friday, June 28

June 10, 2019 1.0.136.36

Highlights:

• Enhancements to rate schedule library

Issue Type	Issue key	Summary
Story	DOCS-4247	Move the AppLog structure to the individual apps
Story	DOCS-4484	Improve the Agreement.LastModified index for use in API calls
Story	DOCS-4478	Add API log folders to ArchivePurge config for Docs
Story	DOCS-4283	Add party name to modal alert "Overwrite Rate Schedule?"
Story	DOCS-3609	Compare Rate Schedules is blank when there is no difference in rate schedule
Story	DOCS-4284	Add Party name column in the main Rate Schedule Library grid
Story	DOCS-4326	Flag Agreement Clone Status with new Reasons
Story	DOCS-4525	Institution should not be required as a parameter in the REST api
Story	DOCS-4441	Rename "Save" button in rate line of RS Builder
Story	DOCS-2977	Delete AgreementTerminationDateChange template as its not used
Story	DOCS-4643	Move Docs batch jobs to FIAT-PROD-APP2
Bug	DOCS-4760	Add RateScheduleId as a field in the response for GetAgreementDetails and GetAgreementRIskDetails
Bug	DOCS-4549	RS library: RS files without extension are causing errors
Bug	DOCS-4528	E-mail Notifications Not Sending to Users with Proper Settings
Bug	DOCS-4629	Manage Parties page doesn't display parties in correct font
Bug	DOCS-4684	Agreement has incorrect Clone Status after notice cloning
Bug	DOCS-4586	Manage Parties page: text box isn't filled with data in case user is navigated back after cancel edit party mode
Bug	DOCS-4334	RS library: long names of Rate Schedules are not handled properly
Bug	DOCS-4603	RS builder: user is able to delete last rate line in Rate Schedule
Bug	DOCS-4703	Alignment on the manage party UI is broken
Bug	DOCS-4428	Errors in Rate Schedule Upload in RS Library
Bug	DOCS-4573	Agreement in Execution: user gets error after click on 'Approve Agreement' button
Bug	DOCS-4689	Manage Users page: message is incorrect after create new user
Bug	DOCS-4539	Fix alignment on new RS modal
Bug	DOCS-4509	Without party ID Rate schedule update call is throwing error in RestAPI
Bug	DOCS-4489	Success messages are not updated for Manage Parties/Users page
Bug	DOCS-4635	Permission denied error in manage party page
Bug	DOCS-4627	Master party preference update is throwing exception when party roles is inactive
Bug	DOCS-1940	Approved broker list is not updated in case of OBO after visibility request approve
Bug	DOCS-4680	Agreement is displayed on 'Dashboard' after delete
Bug	DOCS-4636	Hitting "Enter"  is not working in Manage party and Manage users page
Bug	DOCS-4630	After deletion of newly added subline in Rate Schedule line edit mode, "+" option is lost from the column it was used first
Bug	DOCS-4515	Validate account names on user edit and user creation screens in same manner
Bug	DOCS-4733	RS builder: "Save" button is inactive, if "Start from an existing..." employed
Bug	DOCS-4724	No warning message shown for leaving user, if "Start from an existing..." employed
Bug	DOCS-4228	Party change prevents agreement from triggering into Execution state
Bug	DOCS-2492	Text alignment in Date column in Rate Schedule Library.
Bug	DOCS-4325	New Effective Date not showing effective dates of already cloned agreements in a pending transition
Bug	DOCS-4357	More minor UI defects pt. #5
Bug	DOCS-4039	National alphabet symbols can break the functionality of "Jurisdiction" field
Bug	DOCS-4729	Manage Parties screen: clicking 'Search Results' breadcrumb should return user to previous search results
Bug	DOCS-4728	"Initiation Pending Party Action" alert icon appears for both Parties, even though one of them has confirmed Visibility request
Bug	DOCS-2132	Duplicate party creation message error is not appropriate
Bug	DOCS-4171	RS library: buttons "Upload eModule" and "Build New" may disappear from user's sight
Bug	DOCS-2755	Party creation throwing "Incorrect syntax near ')'."
Task	DOCS-4492	Create a command to run angular unit tests in the CI build

 

May 13, 2019 1.0.134.33

Highlights:

• Clearing Account calls available in Rest API
• Improvements to in-application rate schedule builder

Issue Type	Issue key	Summary
Story	DOCS-3274	Implement calls to update and add Clearing Accounts via Rest API
Story	DOCS-4505	Implement "Delete All" button for RS lines in Edit mode
Story	DOCS-4271	Analysis - Replace SpreadsheetLite for Excel generation in Docs
Story	DOCS-4423	Navigation improvements in RS builder - adding execution methods
Story	DOCS-4013	Change "Download Agreement" copy
Story	DOCS-4282	Disable "Party" dropdown in "Upload Rate Schedule" modal for RS replacement
Story	DOCS-4281	Updates to defining rate schedule's version, based on its filename
Story	DOCS-4174	Update page layout for Manage Party page
Story	DOCS-3586	Update Manage Users & Parties + Directory with current table design (UI only)
Story	DOCS-4512	Make RS non-editable, when VolDisc or Banding row(s) have validation error(s)
Story	DOCS-4493	Update Manage Users & Parties + Directory with current table (more UI)
Bug	DOCS-4487	Set blank eff.date and expiration date Clearing account through api
Bug	DOCS-4486	Clearing account Effective Date can be set before agreement initiation date through api
Bug	DOCS-4552	RS Builder: "Save As" button works incorrect and may cause heavy error
Bug	DOCS-4415	Last modified showing unknown after clone when we are keeping agreement in map account option
Bug	DOCS-4576	'Transition Agreements' button is disabled in case user opens notice with full filled data for edit
Bug	DOCS-4610	Manage Party page: Styling for 'Add New Party' button is incorrect
Bug	DOCS-4570	Update styling of "Party" field on Manage Users screen
Bug	DOCS-4168	Dates of Executing accounts are not validated upon edit
Bug	DOCS-3833	Saving duplicate "Name the Transition" Not saving TN
Bug	DOCS-2470	RS name version doesn't increment during upload
Bug	DOCS-4510	Clearing account post call is not sending any email to the party and counter party
Bug	DOCS-4443	Last Modified details is not populating correctly
Bug	DOCS-4521	System should treat first 3 columns of VolDisc group as required fields
Bug	DOCS-2722	Banding - "Rate Type" (Column AE) missing in UI display
Bug	DOCS-4586	Manage Parties page: text box isn't filled with data in case user is navigated back after cancel edit party mode
Bug	DOCS-4602	Manage Parties: 'Search' button is not displayed for FiaTech Admin
Task	DOCS-4477	Create methods to read values from Excel document, which are working just as old ones
Task	DOCS-4291	Add tests for EgusApp.Services

 

April 29, 2019 1.0.133.38

Highlights:

• Create new rate schedule in Docs

Issue Type	Issue key	Summary
Story	DOCS-2092	Create new rate schedule in Docs
Story	DOCS-3954	Remove ExecutingAccount collection to RS Upload in Docs API
Story	DOCS-4173	Show confirmation modal when updating party name (FIA Tech admin)
Story	DOCS-3774	Update style of success messages to current style
Bug	DOCS-4445	Concurrency exception on Rate Schedule Editor
Bug	DOCS-4335	Rate Schedule Library Search error
Bug	DOCS-4397	Set to false CloneRequestedBy for all agreement parties before setting it to true for initiator party.
Bug	DOCS-4391	In case of multiple clones for same agreement, clone requested by flag is incorrect
Bug	DOCS-4358	Rate Schedule Library: sorting is broken for some columns
Bug	DOCS-4482	Disable arrow keys for date picker of Transition Agreements page
Bug	DOCS-4301	"Incorrect syntax..." error shows up after party name change
Bug	DOCS-4358	Rate Schedule Library: sorting is broken for some columns
Bug	DOCS-4260	Error appears, when user saves RS, which is attached to agreement
Bug	DOCS-4369	From-To Party names should be in Bold in confirmation modal when party name updated.
Bug	DOCS-4376	In clearing account work stream Compare to previous agreement tab is not properly aligned
Bug	DOCS-1727	Inconsistent Ordering of Parties within Party Matrix
Bug	DOCS-4407	Row numbering in Identify agreements upload list may confuse user #2
Bug	DOCS-4151	User permission page alignment is broken for party column
Bug	DOCS-4444	Clearing account Effective Date is setting up Agreement Effective Date on REST API Post Call
Bug	DOCS-4458	Clearing account Effective Date and Expiration date can be set before agreement initiation date through api
Bug	DOCS-4411	RS Builder: system adds destructing empty line to files with VolDisc, Bands and normal rate lines
Bug	DOCS-4107	Checking "Active?" box at Master Preferences level doesn't check it for Party roles
Bug	DOCS-3793	Rate schedule names should wrap in lines even if there are no spaces
Bug	DOCS-4341	RS builder: increase width of "MM Define", "MM Apply" and "Add-On Apply" columns

 

April 15, 2019 1.0.132.42

Highlights:

• Enhancements to Docs agreement transitions

Issue Type	Issue key	Summary
Story	DOCS-4046	Search on Transition screen should allow you to search by agreement ID
Story	DOCS-350	Add "free user" as a setting on the party preferences page
Bug	DOCS-1492	Date format is not validated during clearing accounts upload
Bug	DOCS-4263	User gets error after click on  compare rate schedule button in WS
Bug	DOCS-4124	Signature block of PDF agreement shows date, when party became conforming
Bug	DOCS-4115	Draft Transition Notices should get null Notice date on sorting
Bug	DOCS-4105	Paragraphs of LMETCB agreement are not ordered by number
Bug	DOCS-4093	Search field of Notice Center is case sensitive
Bug	DOCS-4078	Party TO does not see agreement IDs on Notice details screen
Bug	DOCS-4011	Non informative error message displayed if invalid e-mail address is entered on Add User screen
Bug	DOCS-3528	Inconsistencies between 'Compare Rate Schedule' view and 'Rate Schedule Library' view
Bug	DOCS-2104	Adding an Executing Account as EB initiates an amendment
Bug	DOCS-1237	Error on removing added user paragraph
Bug	DOCS-4178	Switch to new implementation of overlapping CA check in workstream
Bug	DOCS-4150	Row numbering in "Map accounts?" upload list may confuse user
Bug	DOCS-4354	Last Modified column shorting is broken in Clearing account WS
Bug	DOCS-3544	Transition date is not available in calendar on Transition Agreement page
Bug	DOCS-4008	Erroneous "Default Y/N" column validation for multiple rate lines
Task	DOCS-4059	Add Agreement Cloner tests
Task	DOCS-4019	Add StyleCop to Docs
Task	DOCS-4253	Add tests to RS builder
Task	DOCS-4227	Investigate possible changes to the existing logic after adding AgreementWithPartyModels

 

March 18, 2019 1.0.131.38

Highlights:

• Signature blocks updated on agreements when printed as pdf

Issue Type	Issue key	Summary
Story	DOCS-3876	Update signature blocks on all pdf agreements
Story	DOCS-3663	"Review" link under "GUA Transfer Protocol" of View/Edit Party screen is nonfunctional for FIA Tech Admins
Bug	DOCS-4203	Data in Rate Schedule Library may become invisible
Bug	DOCS-4353	SQL for fixing missing CAs for "Cloner should carry over Account Transfers in case of Parallel clones"
Bug	DOCS-3998	Paragraph 10: irrelevant symbol is added to text
Bug	DOCS-3814	Word "agreements" is missing from modal after click on "Approve all Agreements"
Bug	DOCS-4110	Agreement with various L&Cs and Trade by Trade review is shown twice in L&C center
Bug	DOCS-4159	Rate Schedules assigned for non-existing party roles may pass validation
Bug	DOCS-4199	Error "Self referencing loop..." appears when deleting Product Exclusions
Bug	DOCS-4236	Paragraph 10 Legal Language Update Not Displaying With Internet Explorer
Bug	DOCS-4197	Show invalid RS: checkbox "Show ... errors only" works incorrect
Bug	DOCS-3815	Initiating Party is being set incorrectly for cloned agreements
Bug	DOCS-2740	Signature Page File shows as corrupt, but exists in file system as correct file
Bug	DOCS-2086	"Signature on File" displays instead of Approver's name on some agreements
Bug	DOCS-3794	The lock on a workstream is carried from the agreement that the clone is made from
Bug	DOCS-3964	User without 'institution' level admin permission receives error when updating user information
Bug	DOCS-4007	Agreement history: no zeros in timestamps are shown
Bug	DOCS-3999	Paragraph 10:  text say "Required" is missing
Bug	DOCS-3896	User get 'Email address is not valid' error on Manage User page in case email field filed partially
Bug	DOCS-3843	Buttons of workstream toggle in History doesn't filter proper history records for GUSA
Bug	DOCS-731	Inconsistency in sorting order icons
Bug	DOCS-4117	Manage user search is displaying "No records available."
Bug	DOCS-4241	Validation for field is broken for upload on Rate Schedule Library page
Bug	DOCS-4009	Validate e-mails uniqueness and format for non-DOCS user party contacts
Bug	DOCS-3955	"Search Party" field becomes blank after user changes grid view
Bug	DOCS-3912	Party not found request is never been sent for Inactive parties
Bug	DOCS-4259	Sorting is broken for Rate schedule Library
Bug	DOCS-3694	Column Width Issues with User Permissions UI
Bug	DOCS-2459	Fields misaligned on Rate Schedule Library page when minimizing window [Chrome]
Bug	DOCS-1007	Executing account expiration date validation error
Task	DOCS-4116	Apply iText7 license key to Docs
Task	DOCS-4187	Adapt the 'old' rate schedule UI to the 'new' backend
Task	DOCS-3986	Uncomment Tests #2

 

April 1, 2019 1.0.130.25

Highlights:

• Enhancements to Docs agreement transitions 

Issue Type	Issue key	Summary
Story	DOCS-3879	Transitions should be available to users with access to EITHER the From or the To party
Story	DOCS-3784	Handling original and amended agreements in non-eligible transitions
Story	DOCS-3796	Allow only specific Transition IDs to be picked for Agreement Cloning
Bug	DOCS-3816	Agreement Search CSV: party status is not updated after Cloner changed it
Bug	DOCS-3490	Edit parties in cloned agreement cause error "Cannot read property 'Role' of null"
Bug	DOCS-4112	RateSchedules are hidden for Docs Api users in GetAgreementDetails call
Bug	DOCS-3990	Deleted agreements in transitions are not handled properly
Bug	DOCS-3936	Terminated agreements should get unlocked and properly denoted immediately
Bug	DOCS-3917	System should prevent user from adding same party contacts
Bug	DOCS-3884	"Hide rates" checkbox may become inaccessible
Bug	DOCS-3791	"Cannot read property 'Role' of null" error received when changing between "disclosed by account" to party
Bug	DOCS-3395	Download PDF button is missing on protocol view page
Bug	DOCS-4079	ID of deleted agreement still is hyperlinked as "Transitioned From"
Bug	DOCS-3730	Word 'Success!' is absent for several Info messages
Task	DOCS-3967	Uncomment Tests #1

 

March 4, 2019 1.0.129.34

Highlights:

• Paragraph 10 language insert for jurisdiction "England & Wales"

Issue Type	Issue key	Summary
Story	DOCS-3737	Remove manually deployed job from DocsOperationalBatch VC group
Story	DOCS-3874	Give users option to insert paragraph 10 language when jurisdiction is "England & Wales"
Bug	DOCS-3997	User is not able to initiate the agreement
Bug	DOCS-4022	Transition Center's table header looks incorrect
Bug	DOCS-4076	Data for 'Last Modified On' is not updated after click on 'Send for Approval' button
Bug	DOCS-3932	User can view participant when they are not entitled to that party
Bug	DOCS-3810	Terminated by information incorrect for transitioned agreement
Bug	DOCS-4004	NoticeId instead of GroupNoticeID is showing in Agreement report for notices that have NE and E both
Bug	DOCS-3765	Buttons of workstream toggle in History has wrong names
Bug	DOCS-3634	"Party" search field has no name nor dummy text inside
Bug	DOCS-3687	Risk limit file of GUSA agreements is called "Rate Schedule"
Bug	DOCS-3828	Replacing RS's: filename of selected RS stays in file upload modal after being dismissed
Bug	DOCS-2469	Party missing from the approves table
Bug	DOCS-3729	All data entered to "Transition Agreements" screen is removed after erroneous Account Mapping file upload
Bug	DOCS-2529	Rate Schedule Library: checkboxes for old version should be greyed out not hidden
Bug	DOCS-3795	"Executing Broker" misspelled in Upload Rate Schedule modal
Bug	DOCS-3996	GetUiParticipantCodes throwing null exception
Bug	DOCS-3147	Error message when effective date is incorrect is not appropriate
Task	DOCS-4018	Modify paragraph 10 text insert

 

February 25, 2019 1.0.128.29

Highlights:

• Subscribe to email notifications
• Support for inactive parties

Issue Type	Issue key	Summary
Story	DOCS-3414	Subscribe to email notifications
Story	DOCS-3782	Support for inactive parties - integration with UH
Story	DOCS-1805	Support for inactive parties
Story	DOCS-3885	Support of inactive parties: checkbox defaults and additional info
Story	DOCS-2670	Fix Table Headers with dropdowns
Story	DOCS-3691	Handling Antiforgery token in Docs
Bug	DOCS-3882	Extraneous ACL setting during turnover results in long running turnover or failure
Bug	DOCS-3683	NotClonedAsAgreementRejected is not working
Bug	DOCS-3682	Transition Notice message should be removed when agreement is terminated
Bug	DOCS-3886	New created by FiaTech Admin party/subparty is inactive
Bug	DOCS-3827	Agreement State selector highlighter issue
Bug	DOCS-3919	Email is not sending when i am setting termination date on executed agreement
Bug	DOCS-3860	All parties shows as inactive on Agreement Search page
Bug	DOCS-3852	Display of inactive parties: wrong colour and no proper tooltips displayed
Bug	DOCS-3851	Field 'Executed Date' is displayed on initiate agreement screen for not uploaded agreement
Bug	DOCS-3718	UI defects in Internet Explorer 11 part #3
Bug	DOCS-3717	More minor UI defects pt. #4
Bug	DOCS-3689	Search field of History doesn't work for full form of date
Bug	DOCS-3688	"Comments" and "History" tabs should have centered headers on it
Bug	DOCS-3581	"No records available" is shown while agreement list is being populated
Bug	DOCS-3429	Remove Deleted from Agreement State Filter in Agreement Search.
Bug	DOCS-3412	Originals Kept count is not getting updated when agreements are Rejected and 'Keep Original Agreements upon Rejection?' set to Yes
Bug	DOCS-2840	For EFP agreements, Role of Dealer shows in Agreement Contacts List as Executing Broker
Bug	DOCS-3736	Erroneous behavior of toggle in "Transitions" section of Agreement Search screen
Bug	DOCS-3766	"Object object" error handling in case of server unavailability
Bug	DOCS-3728	Error appears, when FIA Tech Admin opens History of certain agreements in PSIM
Bug	DOCS-2498	Weird scrolling action in Clearing Account workstream

 

February 4, 2019 1.0.127.25

Highlights:

• List of available jurisdictions as type-ahead

Issue Type	Issue key	Summary
Story	DOCS-3759	Fill available jurisdictions table with level 0 and level 1 ISO codes
Story	DOCS-3789	Disable retry on Cloner VC job as it's going to be successful anyway on the 2nd run as we ignore errors
Bug	DOCS-2421	Compare eRates to match RS viewer have issue with IE and Chrome
Bug	DOCS-3792	Transition Updater null reference exception
Bug	DOCS-3841	Agreement Cloner - Resolving Clearing Account Keep and Map when it results in same account
Bug	DOCS-3770	Transitioned agreement locked for transition and in table of pending agreement transitions
Bug	DOCS-3808	403 error on GetRateScheduleAgreements call retries infinitely
Bug	DOCS-2586	Agreements executed in EGUS with non-conformed party not updating signature on PDF when party conformed in Docs
Bug	DOCS-3323	Conflicting versions of OpenXML assembly in use in Docs (replace SpreadsheetLite)

 

January 21 2019 1.0.126.25

Highlights:

• UI improvements
• Enhancements to Docs agreement transitions 

Issue Type	Issue key	Summary
Story	DOCS-3270	Add approve action to notice detail screen for completed non-eligible notices
Story	DOCS-3645	Prevent rate schedule from being uploaded with conflicting rate types for same product-spread type-trade type
Story	DOCS-2846	Move Agreement Search and Cancel buttons to be in line with page title
Story	DOCS-2669	Clean Up Page Headers
Story	DOCS-3613	Migrate to Angular 7
Story	DOCS-2912	Check box column should not be expandable.
Story	DOCS-2427	Header consistency in Rate Schedule Workstream View Mode
Story	DOCS-3077	Update agreement history design
Story	DOCS-2581	Update table header in directory
Story	DOCS-3594	Handling amendments in agreements identified for transition
Story	DOCS-3595	Handling agreements without all required agreement parties in a transition
Bug	DOCS-2596	Text wrapping in tables and tooltips doesn't meet criteria stated in DOCS-2556
Bug	DOCS-3464	Email notification not sent to users when signature page is uploaded
Bug	DOCS-3686	Error appears, when user opens History of uploaded fully executed agreement
Bug	DOCS-3461	Transition notice email not sent to all conformed parties
Bug	DOCS-3695	Error appears, if user searches or filters history records after waiver request
Bug	DOCS-3669	Execution Phase work stream error after cloned
Bug	DOCS-3640	Agreement Cloner is not updating Last Modified Date when it deletes an agreement
Bug	DOCS-2697	Party filter does not work for Visibility requests
Bug	DOCS-3565	Lots of Blank space in TN for IE and Chrome

 

January 7 2019 1.0.125.38

Highlights:

• Standard Order Passing Broker - Customer agreement version implemented 
• Enhancements to Docs agreement transitions 

Type	Issue key	Summary	Release
Story	DOCS-3295	Transition Center - Notice Center performance improvement	v1.0.125.38
Story	DOCS-3650	Set account effective dates on agreements created from transition	v1.0.125.38
Story	DOCS-3052	Transition Center visibility for FIA Tech admins	v1.0.125.38
Story	DOCS-3034	Add 'accounts updated banner' to agreements with scheduled transitions	v1.0.125.38
Story	DOCS-1358	Add standard order passing broker agreement - customer version	v1.0.125.38
Story	DOCS-2550	Add Transition Notice Contact to Non-Conformed Parties	v1.0.125.38
Story	DOCS-2547	Add transition notice information to Agreement Search Export	v1.0.125.38
Story	DOCS-2479	Collapse/Expand Accounts on This Agreement and Available Accounts and show number of accounts	v1.0.125.38
Story	DOCS-2845	Agreement Search Reset	v1.0.125.38
Story	DOCS-238	Add/Remove All accounts should respect applied search	v1.0.125.38
Story	DOCS-2265	Add orientation indicator to initiation screen when party is changed	v1.0.125.38
Bug	DOCS-3660	Erroneous handling of Clearing Accounts upon transition	v1.0.125.38
Bug	DOCS-3670	Clearing Accounts transferred by Cloner are not accessible in another agreements	v1.0.125.38
Bug	DOCS-3607	Expiration date is not blank for Execution Accounts in the Cloner	v1.0.125.38
Bug	DOCS-3627	"New" tag is not shown for all CA's, which were added recently	v1.0.125.38
Bug	DOCS-3684	"The AccountId field is required" bug in Cloner	v1.0.125.38
Bug	DOCS-3496	Parents of Amended Agreements cloned doesn't get IsCompleted set to 1	v1.0.125.38

 

November 26 2018 1.0.122.58

Highlights:

• Enhancements to Docs agreement transitions

Type	Issue key	Summary	Release
Story	DOCS-3078	Update three fields: Alacra ID and Name, LEI	v1.0.122.58
Story	DOCS-2964	Update Protocol Acceptance Modal Window	v1.0.122.58
Story	DOCS-3446	Move Docs GUI build from VS pre-build to the build script to reduce time to build	v1.0.122.58
Story	DOCS-3417	Add an AgreementClonerFailureReason table to log cloner failures	v1.0.122.58
Story	DOCS-3495	Cloner - Terminate agreement changes	v1.0.122.58
Bug	DOCS-3164	Integer user name in lastModifier field shows 'System Process' value instead of 'Unknown'	v1.0.122.58
Bug	DOCS-3283	Remove close icon from search bar in IE.	v1.0.122.58
Bug	DOCS-3245	User Account created through Docs throws error on clicking verification email link	v1.0.122.58
Bug	DOCS-3188	Comments are not loaded when switching "on behalf of" role	v1.0.122.58
Bug	DOCS-3186	Notice name Column should be changed in Notice center.	v1.0.122.58
Bug	DOCS-3009	"Please save and close..." modal opens twice on changing party role while editing workstream	v1.0.122.58
Bug	DOCS-3365	"Download List" option works wrong, after file was uploaded to Identify Agreements section	v1.0.122.58
Bug	DOCS-3340	System should show proper alias instead of a job\account name for "Initiated By" fields	v1.0.122.58
Bug	DOCS-3353	Not able to delete uploaded file for mapping.	v1.0.122.58
Bug	DOCS-3296	Tooltip appears when it shouldn't when using IE	v1.0.122.58
Bug	DOCS-3263	Full Notice name should be seen when hovered.	v1.0.122.58
Bug	DOCS-3428	Agreement date is -ve 1 day since initiation	v1.0.122.58
Bug	DOCS-3303	Object Error When Downloading Counterparty Report	v1.0.122.58
Bug	DOCS-3221	Deactivate Delete agreement for pending TN.	v1.0.122.58
Bug	DOCS-3422	Error downloading eModule in IE 11	v1.0.122.58
Bug	DOCS-3466	Institution search in Counterparty Report doesn't work properly	v1.0.122.58
Bug	DOCS-3430	Transition agreement error is not displaying correct number also bottom part of the error is broken	v1.0.122.58
Bug	DOCS-3488	Change Agreement Cloner to ignore time compare and use Date compare only	v1.0.122.58
Bug	DOCS-3506	Visibility request alert icons are not displayed upon agreement initiation	v1.0.122.58
Bug	DOCS-3486	Transition View Effective Date and Cloned Agreement Effective Date is off by a day	v1.0.122.58

 

November 12 2018 1.0.121.35

Highlights:

• Enhancements to Docs agreement transitions
• Information added to Docs Rest API to support transitioned agreements

Type	Issue key	Summary	Release
Story	DOCS-3008	Cleanup Egus Party User from everywhere as its not used in code	v1.0.121.35
Story	DOCS-2950	Refactor clearing account validations into its own service to enable API and UI to use them independently	v1.0.121.35
Story	DOCS-2991	Add RelatedAgreementId and FollowingRelatedAgreementId to Rest API	v1.0.121.35
Story	DOCS-173	Add jurisdiction to agreement Rest API	v1.0.121.35
Story	DOCS-3326	Modify RelatedAgreementId and FollowingRelatedAgreementId fields in Agreement API	v1.0.121.35
Bug	DOCS-3174	User name incorrect, Permissions is not functioning in Manage Users.	v1.0.121.35
Bug	DOCS-3167	Permissions is broken for FIA Tech Admin and Users	v1.0.121.35
Bug	DOCS-3207	"Entity not attached" error in BoardAgreements	v1.0.121.35
Bug	DOCS-3317	Error on UI displayed for several actions	v1.0.121.35
Bug	DOCS-3293	Transition notice for non conform parties email notification should not be sent with Skipped_SmtpError	v1.0.121.35
Bug	DOCS-3214	Checkmarks for permissions do not display	v1.0.121.35
Bug	DOCS-3224	Agreement type and Customer/Trader Parties are displayed as 'All' for Pending Non-Eligible Notices	v1.0.121.35
Bug	DOCS-3322	Lock is not getting removed from original agreements that were rejected for transition	v1.0.121.35
Bug	DOCS-3334	Fia Admin received 403 error when opening agreements	v1.0.121.35
Bug	DOCS-3235	Party combo box has too much empty space.	v1.0.121.35
Bug	DOCS-3285	Able to transition notice when "Yes" for map account and did not upload any file.	v1.0.121.35
Bug	DOCS-3289	Data in Transition Notice report does not match UI	v1.0.121.35
Bug	DOCS-3338	Agreement Cloner job restructuring for small transactions	v1.0.121.35
Bug	DOCS-3355	Hide TODO: Description In transition agreements.	v1.0.121.35
Bug	DOCS-3350	Notice Center page: 'Agreements Affected' and 'Originals Kept' should be 0 for notice in Draft state	v1.0.121.35
Bug	DOCS-3349	Sender/Initiator field is not displayed for Notice in Rejected state	v1.0.121.35
Bug	DOCS-3249	Grid text wrapping in Agreement Search	v1.0.121.35
Bug	DOCS-3310	Alignment incorrect on workstream summary bar	v1.0.121.35
Bug	DOCS-3315	Filter dropdowns hidden in rate schedule view screen	v1.0.121.35
Bug	DOCS-3351	Eligible agreements are getting terminated if they were rejected for Transition	v1.0.121.35
Bug	DOCS-3356	Upload Error Message is is not fully shown.	v1.0.121.35
Bug	DOCS-2949	Row numbering in Identify agreements upload list may confuse user	v1.0.121.35
Bug	DOCS-3403	Non Eligible Agreement is terminating instead of delete after clone completed	v1.0.121.35

 

October 29 2018 1.0.119.92

Highlights:

• Transition center available in Docs Production

Type	Issue key	Summary	Release
Story	DOCS-3337	Display Transition Center in Prod	v1.0.119.92
Story	DOCS-3215	Remove agreements-in-flight dashboard section and replace with larger cards view	v1.0.119.92
Bug	DOCS-3197	Acct Effected is not shown in Notice sent.	v1.0.119.92
Bug	DOCS-3251	Transition Notice Updater Email bug	v1.0.119.92
Bug	DOCS-3203	Reject All is not deactivated on Business day 10.	v1.0.119.92
Bug	DOCS-3233	Email is not sending to counter parties	v1.0.119.92
Bug	DOCS-3212	'Add Another' link for 'Agreement Types' field is disabled for notice in edit mode	v1.0.119.92
Bug	DOCS-3208	"Save" button never becomes active after setting "Map accounts?" to "No"	v1.0.119.92
Bug	DOCS-3226	Column missing from Notice details grid + minor grid issues	v1.0.119.92
Bug	DOCS-3177	Error "Invalid agreement ID" is displayed after modifying downloaded agreement list	v1.0.119.92
Bug	DOCS-3223	Transition Agreements page: Incorrect date format in Current Account List	v1.0.119.92
Bug	DOCS-3183	Removal of "Agreement Types" or "Customer/Trader parties" does not trigger Mapping file deletion	v1.0.119.92
Bug	DOCS-3184	Click on "Delete Account mapping file" does not trigger "Save Draft" button to active state	v1.0.119.92
Bug	DOCS-3239	Modal, asking user to confirm notice rejection, is showing wrong Notice ID	v1.0.119.92

 

October 17 2018 1.0.119.70

Type	Issue key	Summary	Release
Bug	DOCS-3216	Disable agreements-in-flight dashboard page contents due to performance issue	v1.0.119.70

 

October 15 2018 1.0.119.61

Highlights:

• Enhancements to clearing and executing account validations

Type	Issue key	Summary	Release
Story	DOCS-2990	Transition Notification for Non-Conformed Parties	v1.0.119.61
Story	DOCS-2983	Lock-Down Original Agreement when TN is in Pending state	v1.0.119.61
Story	DOCS-2748	Updates to transition input	v1.0.119.61
Story	DOCS-2891	Timeline of events for Agreement Transition	v1.0.119.61
Story	DOCS-2706	Upload and validate account mappings for agreement transition	v1.0.119.61
Story	DOCS-2577	Download accounts for agreement transfer	v1.0.119.61
Story	DOCS-3039	Add description to Scheduled transition notices	v1.0.119.61
Story	DOCS-3038	Ensure uploading and deleting accounts happens only on any 'submit' button click	v1.0.119.61
Story	DOCS-3017	Add party data to reject agreement functionality	v1.0.119.61
Story	DOCS-3148	Non Fia Admins shouldn't be able to upload non-conforming party adoption signature	v1.0.119.61
Story	DOCS-3119	Update pop-up text when selecting "View" in Transfer Protocol page	v1.0.119.61
Story	DOCS-2798	Add Edit option Transition Notice screen for Draft and Scheduled states	v1.0.119.61
Story	DOCS-2542	View my transition notices	v1.0.119.61
Story	DOCS-2543	Generating the Transition notification email to counterparties	v1.0.119.61
Story	DOCS-2514	Brexit transition "CloneRequestedBy" flag on the AgreementParty level	v1.0.119.61
Story	DOCS-3031	Use typeahead filter type for From and To party columns in the Sent and Received transition notice screen	v1.0.119.61
Story	DOCS-2545	Reject transition notice - party and agreement level rejection	v1.0.119.61
Story	DOCS-2896	Reject transition notice - party and agreement level rejection. Cloner behaviour changes	v1.0.119.61
Story	DOCS-2548	Add transition notice ID and Related agreement to Agreement View	v1.0.119.61
Story	DOCS-2872	Update Transfer Agreements page in Transition Center	v1.0.119.61
Story	DOCS-2970	Change cloner behavior to make transition notice data actual	v1.0.119.61
Story	DOCS-2624	Validate clearing accounts on Executed and Terminated agreements	v1.0.119.61
Story	DOCS-3002	Agreement cloner final adjustments	v1.0.119.61
Story	DOCS-2768	Counterparty Report Visibility for FIA Tech Admins	v1.0.119.61
Story	DOCS-2684	Use Business holidays list for transitions	v1.0.119.61
Story	DOCS-2843	User should land on "Sent" tab under Notice center after a Transition Notice is created	v1.0.119.61
Story	DOCS-2705	Business holidays persistence	v1.0.119.61
Story	DOCS-2603	System Process should be recorded under last modified information	v1.0.119.61
Story	DOCS-823	Fill available jurisdictions table	v1.0.119.61
Story	DOCS-2874	Update Notice Center	v1.0.119.61
Story	DOCS-2731	Add Alacra and LEI information on Party manage page	v1.0.119.61
Story	DOCS-2927	Implement Party LEI format	v1.0.119.61
Story	DOCS-2799	In Transition Party Search, only show parties with EB and CB party roles	v1.0.119.61
Story	DOCS-2791	Add note to transfer confirmation window	v1.0.119.61
Story	DOCS-2766	Change DocsSoapApi and DocsWebApi config to log into their own folders	v1.0.119.61
Story	DOCS-2880	Remove Limit Termination Date from AgreementRiskLimit model	v1.0.119.61
Story	DOCS-2730	Add Alacra and LEI information to the Party model	v1.0.119.61
Bug	DOCS-3097	System does not create new agreements while transition triggers to Completed state	v1.0.119.61
Bug	DOCS-3064	Split received notice by party and role	v1.0.119.61
Bug	DOCS-3083	Click on "Reject All" does not trigger transition to Rejected state	v1.0.119.61
Bug	DOCS-3050	Party admin removes permissions by adding others	v1.0.119.61
Bug	DOCS-3059	Strange characters in the Adoption Letter modal window	v1.0.119.61
Bug	DOCS-2975	Object null ref error on agreement details with PDF rate schedules	v1.0.119.61
Bug	DOCS-2836	Non-Conforming role is displayed as Conforming on Initiate Agreement page	v1.0.119.61
Bug	DOCS-2835	Party visibility is broken for Trader and Customer on initiate agreement screen	v1.0.119.61
Bug	DOCS-2815	'Last Modified By' set to 'Unknown' in case  user attaches rate schedule file in work stream	v1.0.119.61
Bug	DOCS-2342	Band Value Type and Apply are not accurate in RS view and downloaded agreement PDF	v1.0.119.61
Bug	DOCS-2829	Message 'Agreement has already been deleted' is not showed when user tries to access deleted agreement through URL	v1.0.119.61
Bug	DOCS-3143	"Lock-Down Com. Date & Lock-Down Com. Time" on Transition Details screen shows incorrect values	v1.0.119.61
Bug	DOCS-3069	Conterparty report shows error after party became non-conforming	v1.0.119.61
Bug	DOCS-2813	Onboarded party cannot download uploaded signature when it was non-conformed, error appears	v1.0.119.61
Bug	DOCS-3021	"Total Agreements" counter shows incorrect number, if Party To was selected after file upload	v1.0.119.61
Bug	DOCS-2664	Delete agreement option is available to inappropriate users	v1.0.119.61
Bug	DOCS-2906	Alacra and LEI information fields has wrong functions	v1.0.119.61
Bug	DOCS-2838	Viewer is able to modify agreement data in InitiationRejected state	v1.0.119.61
Bug	DOCS-2921	Upload icon inactive when replacing file in upload of non-conformed party adoption letter	v1.0.119.61
Bug	DOCS-2965	Password protected excel file message is not correct	v1.0.119.61
Bug	DOCS-2795	Breadcrumbs are not displayed, when accessing "Notice details" page	v1.0.119.61
Bug	DOCS-2914	Wrong error messages while saving erroneous Alacra and\or LEI info	v1.0.119.61
Bug	DOCS-3086	More minor UI defects	v1.0.119.61
Bug	DOCS-3072	Some parties doesn't appear in Counterparty Report for FIA Tech Admin	v1.0.119.61
Bug	DOCS-2995	Extra spaces in several messages	v1.0.119.61
Bug	DOCS-2862	Soap and Rest Api - Update exception handling in RateScheduleRowApiService.GetProductId	v1.0.119.61
Bug	DOCS-2652	Visibility inaccuracies for Pending Initiation, Initiation Rejected and Draft agreements	v1.0.119.61
Bug	DOCS-2915	More minor UI defects after Angular update	v1.0.119.61
Bug	DOCS-1423	Delete action is not hidden for rate schedules that are already linked to agreement	v1.0.119.61
Bug	DOCS-2491	Wrong padding in Rate Schedule Library	v1.0.119.61
Bug	DOCS-1527	UI displays no parent institution for some parties	v1.0.119.61
Bug	DOCS-2782	Options "Any" and "Unknown" are visible among "Counterparty Role" filter options	v1.0.119.61
Bug	DOCS-2821	Non-conforming party is not marked with it's specific font in dropdown	v1.0.119.61
Bug	DOCS-2820	"Agreements" misspelled in modal warning	v1.0.119.61

 

September 19 2018 1.0.117.41

Type	Issue key	Summary	Release
Story	DOCS-2925	NonConforming party appears in Protocol popup resulting in an error	v1.0.117.41
Bug	DOCS-2919	"Replace" option is visible to incorrect users	v1.0.117.41
Story	DOCS-2909	Don't show delete icon for uploaded file in counterparty report	v1.0.117.41
Story	DOCS-2908	Update language on revocation screen	v1.0.117.41
Story	DOCS-2900	Parties without a Party Role shouldn't appear in any Transition screens	v1.0.117.41

 

September 17 2018 1.0.117.36

Highlights:

• Transition Protocol available for adoption
• Counterparty report page enhancements
• Transition notice search added to search agreement screen

Type	Issue key	Summary	Release
Story	DOCS-2878	Deploy GUA Protocol Text to Production	v1.0.117.36
Story	DOCS-2561	Hide/Disable feature for UI screens for Prod web.config	v1.0.117.36
Story	DOCS-2525	Enter transition notice details	v1.0.117.36
Story	DOCS-2519	Protocol adherence for non-conformed parties	v1.0.117.36
Story	DOCS-2546	Add transition notice search capability to Agreement Search screen	v1.0.117.36
Story	DOCS-2677	Update-2 Agreement Cloner console app to tune around the Transition Input which is being finalized	v1.0.117.36
Story	DOCS-2625	Agreement searches by Party name searches are slow	v1.0.117.36
Story	DOCS-2579	Populate Institution Id to be the topmost-parent-Party Id for new parties	v1.0.117.36
Story	DOCS-2560	Counterparty report download, search and other minor corrections	v1.0.117.36
Story	DOCS-2556	Update header spacing and text wrapping on menus	v1.0.117.36
Story	DOCS-2585	Finalize 'transition agreements' details	v1.0.117.36
Story	DOCS-2578	UI development for Transition Agreements.Layout.	v1.0.117.36
Story	DOCS-2628	Create a new 'Docs Api User' role in Docs and use it to enable DocsApiKey generation for users	v1.0.117.36
Story	DOCS-2580	Update Agreement Cloner console app to tune around the Transition Input which is being finalized	v1.0.117.36
Story	DOCS-2484	Add Protocol Status to Party Page (available to admins)	v1.0.117.36
Story	DOCS-2657	Add method in Docs Api for load testing	v1.0.117.36
Story	DOCS-2496	With the filters on Rate Schedule View and Compare RS, update "All"	v1.0.117.36
Bug	DOCS-2654	Agreement Search view should just use the fn_AgreementStateEnumToString function to get the State of the agreement	v1.0.117.36
Bug	DOCS-2572	Download misspelled in Protocol pop-up from Transfer Protocol page	v1.0.117.36
Bug	DOCS-2635	Give-up Agreement Transfer Protocol page scrollbar is missing in IE	v1.0.117.36
Bug	DOCS-2809	User gets Error 403 after click 'Save Draft' button	v1.0.117.36
Bug	DOCS-2763	Doubled Agreement Rows in Approve and ComposeWorkstream tables	v1.0.117.36
Bug	DOCS-2779	User should automatically navigate to Transfer Protocol page	v1.0.117.36
Bug	DOCS-2747	Update Counterparty report search box to say "Search", not "Search Accounts"	v1.0.117.36
Bug	DOCS-2742	Rate schedule scrolling does not work properly when viewing RS in UI	v1.0.117.36
Bug	DOCS-2651	Field values are not updated on Compare eRates screen	v1.0.117.36
Bug	DOCS-2610	Users Directory is not available for users without Party Admin permission	v1.0.117.36
Bug	DOCS-2648	Show protocol popup max once only in user login session	v1.0.117.36
Bug	DOCS-2594	Give-Up Agreement Transfer Protocol "Protocol Transfer Menu Item" need to be Fixed	v1.0.117.36
Bug	DOCS-2759	Make all tabs under Transition Center as separate pages.	v1.0.117.36
Bug	DOCS-2630	Date picker displaying blank calendar in IE	v1.0.117.36
Bug	DOCS-2733	Upload signature file for non conform party throwing conform party exception	v1.0.117.36
Bug	DOCS-2646	Users should sort by all columns that have a column header in Give-up Agreement Transfer Protocol page	v1.0.117.36
Bug	DOCS-2685	Email should be in valid format in Upload Non-Conformed GUA Transfer Protocol Agreement	v1.0.117.36
Bug	DOCS-2632	Date picker reset button is not working	v1.0.117.36
Bug	DOCS-2645	Visibility requests are getting auto approved when off boarding party when they should not	v1.0.117.36
Bug	DOCS-2497	Product Code column contains no values in the Rate Schedule Viewer	v1.0.117.36
Bug	DOCS-2589	Party dropdrown filter not working in RS library	v1.0.117.36
Bug	DOCS-2588	Unable to delete rate schedule from RS library	v1.0.117.36
Bug	DOCS-2566	Rate schedule Upload is throwing "ErrorMessage": "Rate Schedule does not exist"	v1.0.117.36
Bug	DOCS-2636	Implement UI for Docs Api comparison	v1.0.117.36
Bug	DOCS-2549	Date picker throwing Maximum call stack size exceeded exception	v1.0.117.36
Bug	DOCS-2629	Fix Band Apply To parsing in Docs Rest Api	v1.0.117.36

 

September 13 2018 1.0.115.36

Type	Issue key	Summary	Release
Story	DOCS-2884	Unhide Protocol screen and activate pop-up	v1.0.115.36
Story	DOCS-2864	Update terms 'withdraw' and 'accept' on all screens about the Protocol	v1.0.115.36

 

August 20 2018 1.0.115.34

Highlights:

• Filter action list by party in the Dashboard
• Counterparty report
• Correction to Agreement Search report for count of PDF and eRates

Type	Issue key	Summary	Release
Story	DOCS-185	Dashboard enhancement - Filter action list by party	v1.0.115.34
Story	DOCS-2472	Counterparty report	v1.0.115.34
Story	DOCS-2503	Update Header Navigation Structure to support new features	v1.0.115.34
Story	DOCS-2330	Create SFTP folders for Docs report delivery	v1.0.115.34
Story	DOCS-2657	Add method in Docs Api for load testing	v1.0.115.34
Story	DOCS-2526	Rename Docs VC jobs to start with "Docs"	v1.0.115.34
Story	DOCS-2436	Create a VC job to call Bulk Rate Schedule Amendment Creator	v1.0.115.34
Bug	DOCS-2644	Institution displays party name in the counterparty report	v1.0.115.34
Bug	DOCS-2635	Give-up Agreement Transfer Protocol page scrollbar is missing in IE	v1.0.115.34
Bug	DOCS-2610	Users Directory is not available for users without Party Admin permission	v1.0.115.34
Bug	DOCS-2572	Download misspelled in Protocol pop-up from Transfer Protocol page	v1.0.115.34
Bug	DOCS-2721	eRate and PDF RS count in CSV report is incorrect, or missing	v1.0.115.34
Bug	DOCS-2648	Show protocol popup max once only in user login session	v1.0.115.34
Bug	DOCS-2594	Give-Up Agreement Transfer Protocol "Protocol Transfer Menu Item" need to be Fixed	v1.0.115.34
Bug	DOCS-2589	Party dropdrown filter not working in RS library	v1.0.115.34
Bug	DOCS-2588	Unable to delete rate schedule from RS library	v1.0.115.34
Bug	DOCS-2573	Protocols throwing error "Protocols are missed"	v1.0.115.34
Bug	DOCS-2553	Last Modified on is not getting updated for Rate Schedule compose	v1.0.115.34
Bug	DOCS-2532	Docs test swagger api UI issues	v1.0.115.34
Bug	DOCS-2495	There is no sorting for 'Brokerage Amount' column.	v1.0.115.34
Bug	DOCS-2493	"Show only most current schedules" checkbox has to be changed to   "Current Versions Only"	v1.0.115.34
Bug	DOCS-2473	Error message is not appropriate for Handling WS edit state when agreement transitions to Executed or Terminated	v1.0.115.34
Bug	DOCS-2466	Last modified information in emails shows incorrect party information	v1.0.115.34
Bug	DOCS-1770	User is not taken to agreement view after initiating agreement with non-conforming party	v1.0.115.34
Bug	DOCS-778	Warning is displayed on Initiate agreement screen for additional role that was selected before	v1.0.115.34

 

August 6 2018 1.0.114.30

Highlights:

• Clearing Account export from each agreement
• Products added to CME and CBOT
• Product code and type corrections for CME EMINI products
• Disable editing of user roles in UserHub for Docs participants and roles

Type	Issue key	Summary	Release
Story	DOCS-2399	Add account export in the clearing account workstream in view mode	v1.0.114.30
Story	DOCS-2513	Add Content settings for Agreement Transfer Protocol	v1.0.114.30
Story	DOCS-2398	Add search field to clearing account workstream in view mode	v1.0.114.30
Story	DOCS-2425	Create a batch wrapper app called AgreementCloner which clones agreement based on couple inputs	v1.0.114.30
Story	DOCS-2463	GUI - Test coverage for rate schedule workstream	v1.0.114.30
Story	DOCS-2561	Hide/Disable feature for UI screens for Prod web.config	v1.0.114.30
Story	DOCS-2465	Integration tests - add party multiple roles support	v1.0.114.30
Story	DOCS-2457	Make mechanism, allowing to send notifications in separate task optionally	v1.0.114.30
Story	DOCS-428	Make participants and user roles ineditable in UserHub for Docs	v1.0.114.30
Story	DOCS-2604	Product Update - CME E-mini	v1.0.114.30
Story	DOCS-2556	Update header spacing and text wrapping on menus	v1.0.114.30
Task	DOCS-2609	Product Addition - CME, CBOT	v1.0.114.30
Bug	DOCS-1804	'Any Party Role' is available for selection as Additional Party role	v1.0.114.30
Bug	DOCS-2389	Compare to previous agreement link is displayed when it shouldn't	v1.0.114.30
Bug	DOCS-2549	Date picker throwing Maximum call stack size exceeded exception	v1.0.114.30
Bug	DOCS-2562	Docs Api is missing DocsWebApi.xml config file in Psim	v1.0.114.30
Bug	DOCS-1837	Last Modified On is not getting updated until refresh when user changes agreement effective or termination dates	v1.0.114.30
Bug	DOCS-2411	Open user details icon does not display if username is longer than column width	v1.0.114.30
Bug	DOCS-1389	PDF rate replacement on approved waiver doesn't work	v1.0.114.30
Bug	DOCS-1190	Rate schedule is not removed from RS workstream header if Do Not Attach Rates is set	v1.0.114.30
Bug	DOCS-1957	RS upload with incorrect start and end values generate "internal 500" error	v1.0.114.30
Bug	DOCS-1441	RS without amount tag <Amount> generates "500" error	v1.0.114.30
Bug	DOCS-1518	Sorting for 'State' column in Agreements in Flight table isn't correct	v1.0.114.30
Bug	DOCS-860	User is not taken to agreement view if trying to open agreement through link during first login	v1.0.114.30

 

July 23 2018 1.0.113.10

Highlights:

• Time to stale reduced from 90 days to 45 days
• Two-factor authentication
• Redesign of rate schedule viewer and rate schedule library
• Show days since initiation on agreement
• Products added to CME, NYMEX, CBOT, HKEX, JPX, ICE-FUTURES US, ICE-FUTURES EU

Type	Issue key	Summary	Release
Story	DOCS-1232	Redesign of rate schedule library	v1.0.113.10
Story	DOCS-1532	Approval should clear out visibility request for manually added brokers	v1.0.113.10
Story	DOCS-1562	Only allow users to terminate and delete agreements with missing required parties	v1.0.113.10
Story	DOCS-1581	Remove delete action on clearing accounts when agreement is Executed or Terminated	v1.0.113.10
Story	DOCS-1640	Billing Address on PDF should show "Email Address" and "Attention To" fields	v1.0.113.10
Story	DOCS-1820	Rate schedule view design update (html view)	v1.0.113.10
Story	DOCS-2091	Update compare eRates to match RS viewer	v1.0.113.10
Story	DOCS-2141	Remove stack trace from Docs error messages	v1.0.113.10
Story	DOCS-2161	Set time to Stale to 45 days	v1.0.113.10
Story	DOCS-2228	Add "Days since initiation" to agreement	v1.0.113.10
Story	DOCS-2318	Create Docs api documentation with call details	v1.0.113.10
Story	DOCS-2329	Add white dividers to table headers	v1.0.113.10
Story	DOCS-2361	Change history record from "accounts" to "clearing accounts"	v1.0.113.10
Story	DOCS-2365	Create configuration for Env variables for Termination/Stale threshold	v1.0.113.10
Story	DOCS-2403	Handling WS edit state when agreement transitions to Executed or Terminated	v1.0.113.10
Story	DOCS-2434	Integration tests - avoid DB reinit before each test	v1.0.113.10
Story	DOCS-2534	Canola product migration from ICE Futures CA to ICE Futures US	v1.0.113.10
Story	DOCS-676	Show icon next to party that has to approve visibility request	v1.0.113.10
Task	DOCS-2021	Agreement PDF tests	v1.0.113.10
Task	DOCS-2298	Add Google Analytics Tracking Code	v1.0.113.10
Task	DOCS-2476	Product Addition - CME, NYMEX, CBOT, HKEX, JPX, ICE-FUTURES US, ICE-FUTURES EU	v1.0.113.10
Bug	DOCS-1055	Additional parties on search screen are displayed incorrectly	v1.0.113.10
Bug	DOCS-1260	"Rate Schedule Type" filter not working on Search Agreements	v1.0.113.10
Bug	DOCS-1370	Error when attempting to break workstream lock	v1.0.113.10
Bug	DOCS-1382	Slow response time after clicking "Assign" in Visibility Setup - FIA Tech Admin	v1.0.113.10
Bug	DOCS-1554	GUSA Agreement should not display Bill To Party in PDF Output	v1.0.113.10
Bug	DOCS-1747	Clean-up of paragraphs marked as being changed despite having no changes	v1.0.113.10
Bug	DOCS-1845	"Object Reference" error when downloading agreement PDF	v1.0.113.10
Bug	DOCS-2035	Search generated no results not displaying in user directory search	v1.0.113.10
Bug	DOCS-2061	Termination time is not matching with system time	v1.0.113.10
Bug	DOCS-2062	Termination Date can be set to a date prior to the agreement Effective Date	v1.0.113.10
Bug	DOCS-2071	Effective and Termination dates are available for users that does not have composer permission	v1.0.113.10
Bug	DOCS-2133	Agreement deleted notification does not include modified by information	v1.0.113.10
Bug	DOCS-2142	Error message shown is of previously received error	v1.0.113.10
Bug	DOCS-2215	GetAgreementStateById generating 403 errors in every environment	v1.0.113.10
Bug	DOCS-2218	NullReference Exception happening in PROD	v1.0.113.10
Bug	DOCS-2277	Duplicate clearing account id's are allowed on an agreement	v1.0.113.10
Bug	DOCS-2282	Files from onboarding folder not migrated	v1.0.113.10
Bug	DOCS-2335	Agreement item and agreement in flight entry is not updated after party change till page refresh	v1.0.113.10
Bug	DOCS-2358	Deleting an agreement must update LastModified	v1.0.113.10
Bug	DOCS-2364	Agreement stuck in Composition	v1.0.113.10
Bug	DOCS-2377	No e-mail notification generated when agreement is terminated	v1.0.113.10
Bug	DOCS-2378	In IE agreement search result header is broken	v1.0.113.10
Bug	DOCS-2397	PDF Rates, Rate Schedule and eRate count shows incorrect values on csv report	v1.0.113.10
Bug	DOCS-2438	Blank space RS issue in IE and Chrome	v1.0.113.10
Bug	DOCS-2439	Additional party role drop down is broken	v1.0.113.10
Bug	DOCS-2440	Dashboard is not getting updated when agreement is moving from Composition to Execution	v1.0.113.10
Bug	DOCS-2446	Additional party role is cleared on edit party screen	v1.0.113.10
Bug	DOCS-2453	Receiving error while downloading agreement	v1.0.113.10
Bug	DOCS-2455	Compare rates screen is always empty, does not show any diffs	v1.0.113.10
Bug	DOCS-2467	GUSA Agreement should not display Customer account	v1.0.113.10
Bug	DOCS-2468	Unable to download GUSA Agreement	v1.0.113.10
Bug	DOCS-2474	Version column name is not correct in Rate Schedule Library.	v1.0.113.10
Bug	DOCS-2486	Rate is misspelled in Rate Schedule Library	v1.0.113.10
Bug	DOCS-2490	User added paragraph not bolded in PDF of agreement	v1.0.113.10

 

June 25, 2018 1.0.111.47

Highlights:

• Last modified date for clearing accounts
• Show which workstreams have changed on amendments from the previous version
• Show if an agreement has previous or following versions in the search results
• Add link to Help Center in the system footer

Type	Issue key	Summary	Release
Story	DOCS-1505	Provide details on last modified date for clearing accounts within workstream	v1.0.111.47
Story	DOCS-1632	Improved Clearing Account Validation	v1.0.111.47
Story	DOCS-1773	Indicate whether an agreement has a previous or following version in the agreement search results	v1.0.111.47
Story	DOCS-2032	Automatic population of clearing account effective date on Executed and Terminated agreements upon saving workstreams	v1.0.111.47
Story	DOCS-2125	Add support for generating token for new api users in UserHub	v1.0.111.47
Story	DOCS-2187	Show what workstreams were updated compared to previous version	v1.0.111.47
Story	DOCS-2206	Authenticate Docs Web Api through UserHub	v1.0.111.47
Story	DOCS-2247	Enable SFTP transfer between Prod and Psim environments	v1.0.111.47
Story	DOCS-2293	Add links in system footer	v1.0.111.47
Story	DOCS-2387	Set ChangeStatusFromPrevAgreement flag on amended agreements initiated in Docs	v1.0.111.47
Story	DOCS-2428	Create a VC job to call NonConformingPartyDataUpdater	v1.0.111.47
Bug	DOCS-2180	System hangs when uploading excel sheet in IE	v1.0.111.47
Bug	DOCS-2189	LL Workstream status is not set to Rejected upon rejecting workstream when party was onboarded	v1.0.111.47
Bug	DOCS-2257	Agreement contacts are missing address data when printed in Agreement PDF	v1.0.111.47
Bug	DOCS-2263	Email not getting sent to workstream approvers upon execution of agreement	v1.0.111.47
Bug	DOCS-2300	Delete agreement message is not showing correctly	v1.0.111.47
Bug	DOCS-2334	'Clearing accounts removed from agreement' message is displayed when it shouldn't for edit party	v1.0.111.47
Bug	DOCS-2382	System freezes when attempting to edit clearing account workstream	v1.0.111.47
Bug	DOCS-2383	Generate Docs Api Key button is visible for all users when viewed by FiaTechAdmin	v1.0.111.47
Bug	DOCS-2396	If only one account is added to the agreement, it cannot have an expiration date	v1.0.111.47
Bug	DOCS-2400	Incorrect approvals on agreements (type 1 and type 2)	v1.0.111.47
Bug	DOCS-2407	"Participant code creation for conformed party role" missing in the updater	v1.0.111.47
Bug	DOCS-2430	Agreement is moving to composition after party not found assign, though visibility request is created	v1.0.111.47

 

June 11, 2018 1.0.110.39

Type	Issue key	Summary	Release
Bug	DOCS-2372	Agreement search by FIA Tech admins generating bad performance	v1.0.110.39
Bug	DOCS-2370	IE users get 'scrollTo' error when editing clearing account workstream	v1.0.110.39
Bug	DOCS-2337	Incorrect message during edit party if agreement was deleted	v1.0.110.39
Bug	DOCS-2336	Incorrect behavior for Edit party after loosing lock	v1.0.110.39

 

June 11, 2018 1.0.110.25

Highlights:

• Clearing Account workstream redesign
• Addition of "Account Type" as an attribute of all clearing accounts
• Don't validate past approvals when amending an agreement
• Products added to XNFX, ICE EU, IFED and OM

Type	Issue key	Summary	Release
Story	DOCS-65	Add column to clearing accounts to indicate account type	v1.0.110.25
Story	DOCS-1984	Re-design of clearing account workstream	v1.0.110.25
Story	DOCS-2220	Update Background Color of all pages to lighter gray	v1.0.110.25
Story	DOCS-2166	Implement DocsApi response models and code as per new design	v1.0.110.25
Story	DOCS-1983	Store "last modified" field for all agreement components	v1.0.110.25
Story	DOCS-1659	Update party from Conforming to Non-Conforming	v1.0.110.25
Task	DOCS-2367	Product addition - XNFX, ICE EU, IFED	v1.0.110.25
Bug	DOCS-2326	Party that has been non-conformed, State is not moving to Composition	v1.0.110.25
Bug	DOCS-2312	Type 2 Approvals should not be validated when amending an agreement	v1.0.110.25
Bug	DOCS-2254	User can change their own party , A To Z drop down should be grayed out	v1.0.110.25
Bug	DOCS-2237	Email sender job needs logging improvements	v1.0.110.25
Bug	DOCS-2217	DbUpdate timeout exception in PROD	v1.0.110.25
Bug	DOCS-2216	Timeout and deadlock exceptions in PROD	v1.0.110.25
Bug	DOCS-2213	wkhtmltopdf generating errors in every environment	v1.0.110.25
Bug	DOCS-2164	Rate schedule can be uploaded with conflicting "bill direct" flags for an exchange	v1.0.110.25
Bug	DOCS-2159	Same agreement can be amended twice	v1.0.110.25
Bug	DOCS-2155	Party name update fails yet changes the agreement party name for the entity	v1.0.110.25
Bug	DOCS-623	Incorrect agreement state after non-conforming party while agreement is in Execution state	v1.0.110.25

 

May 28, 2018 1.0.109.22

Highlights:

• Update parties on the agreement after initiation
• Improved workflow to manage pdf rate schedules when amending
• Fix to default party role when acting on behalf of multiple parties on one agreement
• Products Added to ASX, CME, ERIS, IFLX, SGX, XNFX, OM, EUREX

Type	Issue key	Description	Release
Story	DOCS-1365	Change party on agreement while agreement is in Composition	1.0.109.22
Story	DOCS-2171	Move Stale and Delete agreement threshold duration to app.config	1.0.109.22
Story	DOCS-1985	Notifications for agreement party changes	1.0.109.22
Story	DOCS-1685	Validations for updates to agreement parties	1.0.109.22
Story	DOCS-903	Improved workflow when removing pdf rate schedule upon amendment	1.0.109.22
Bug	DOCS-1751	Agreement not moving to execution despite receiving all required approvals	1.0.109.22
Bug	DOCS-2167	Compare to previous agreement link appears on agreement without precedingg version until refresh	1.0.109.22
Bug	DOCS-763	Default role when accessing agreement is set incorrectly where user has access to more than one party to an agreement	1.0.109.22
Bug	DOCS-2178	Email notification might be sent to wrong recipients	1.0.109.22
Bug	DOCS-2227	Error on approve visibility request	1.0.109.22
Bug	DOCS-1848	Error upon clicking edit workstream for uploaded CLSA agreement	1.0.109.22
Bug	DOCS-1949	Font of hyperlinked party names and user names is incorrect - should be blue	1.0.109.22
Bug	DOCS-965	Incorrect OBO role set upon initiating agreement	1.0.109.22
Bug	DOCS-2169	Incorrect Parties Displayed within Comments Dropdown	1.0.109.22
Bug	DOCS-2221	Upload fully executed agreement throwing an Error Cannot read property 'map' of null while	1.0.109.22
Bug	DOCS-1847	Workstream status is set incorrectly after edit for Uploaded agreements	1.0.109.22
Reference Data Update	DOCS-2320	Products added to ASX, CME, ERIS, IFLX, SGX, XNFX, OM, EUREX	1.0.109.22

May 14, 2018 1.0.108.23

Highlights:

• Fix to display of user information in the agreement history
• Fix to issues with rate schedule sorting
• New Freight products added to the Nasdaq Futures Exchange (XNFX)

Type	Issue key	Description	Release
Story	DOCS-2230	Default account search should be "Starts With"	v1.0.108.23
Story	DOCS-1986	Disallow colons in email field	v1.0.108.23
Bug	DOCS-2225	Cannot initiate GUSA agreement, error appears	v1.0.108.23
Bug	DOCS-2013	When uploading Supplemental documents last modifier info should be set properly	v1.0.108.23
Bug	DOCS-2012	When Hide rate schedule flag is turned on, RS data being returned by server	v1.0.108.23
Bug	DOCS-1734	Rate Schedules sorting is working incorrectly	v1.0.108.23
Bug	DOCS-1536	History record is missing information to identify the user who made an update	v1.0.108.23
Bug	DOCS-967	Dashboard item is not updated till screen refresh for OBO role	v1.0.108.23
Reference Data Update	DOCS-2251	New Freight products added to XNFX	v1.0.108.23

 

April 30 2018 1.0.107.39

Highlights:

• Specify how clearing account search should match to acct number (exact, contains, starts with, ends with)
• Fix to incorrect agreement footer on STDT and LMETCB agreement footer

Type	Issue key	Description	Release
Story	DOCS-1931	Agreement amendment technical redesign	v1.0.107.39
Story	DOCS-901	Upload eRates to executed agreements on behalf of the executing broker	v1.0.107.39
Story	DOCS-1764	Rate Schedule Exploder / All-All-All Issue	v1.0.107.39
Story	DOCS-1267	Specify how clearing account search should match to acct number (exact, contains, starts with, ends with)	v1.0.107.39
Story	DOCS-1840	Framework for new API	v1.0.107.39
Story	DOCS-1155	Fix Docs Unit test failures	v1.0.107.39
Task	DOCS-2018	Agreement amendment integration tests	v1.0.107.39
Bug	DOCS-1830	UserRoleAssocs changed through UserHubApi put UpdatedBy as "guest"	v1.0.107.39
Bug	DOCS-1482	PDF of agreement does not show both signatories for parties with two final approvers	v1.0.107.39
Bug	DOCS-2170	RateScheduleBulkUploader should allow uploading to agreements which have a following agreement	v1.0.107.39
Bug	DOCS-2148	Blank rows in Agreement Search export	v1.0.107.39
Bug	DOCS-2127	Error Creating NEW Party in Docs PSIM (FIA Tech Admin)	v1.0.107.39
Bug	DOCS-2012	When Hide rate schedule flag is turned on, RS data being returned by server	v1.0.107.39
Bug	DOCS-2057	User added paragraph is lost during amendment when LL is edited	v1.0.107.39
Bug	DOCS-2014	Disallow amendment to migrated agreements where missing required parties	v1.0.107.39
Bug	DOCS-2196	Use eModules count instead of RateSchedule count in RateScheduleBulk uploader	v1.0.107.39
Bug	DOCS-1843	STDT and LMETCB refer to the incorrect agreement type in footer	v1.0.107.39
Bug	DOCS-2022	Workstreams cannot be approved on amendment of manually executed agreement	v1.0.107.39
Bug	DOCS-1867	Green checks for workstreams not appearing on Executed agreement	v1.0.107.39
Bug	DOCS-2124	Amendment in Execution Phase, but some workstreams don't show approval check marks	v1.0.107.39

April 16 2018 1.0.106.35

Highlights:

• Search for parties by partial names in the Agreement Search
• Search for agreements within a date range
• Search for agreements by initiated date
• Add a billing/documentation/for trading contact to a party that is not a user
• Show error message if corrupt files appear on agreement and ignore them when downloading agreement PDF

Type	Issue key	Description	Release
Story	DOCS-2040	GUSA agreements should not have Clearing Account workstreams	v1.0.106.35
Story	DOCS-1859	Agreement Search - Search by partial party name	v1.0.106.35
Story	DOCS-1854	Modify UserHub Search User for User Directory	v1.0.106.35
Story	DOCS-1853	Support in UserHub for changes to Party Amend page	v1.0.106.35
Story	DOCS-1819	Update registration link	v1.0.106.35
Story	DOCS-1801	Docs party manage should not query Userhub with the entire tree of parties/subparties	v1.0.106.35
Story	DOCS-1798	Support for explicit tran isolation levels in FiaEntityFramework	v1.0.106.35
Story	DOCS-1752	Update name of downloaded emodule	v1.0.106.35
Story	DOCS-1732	Update design of approved broker list	v1.0.106.35
Story	DOCS-1698	Add feed downstream system flags to party settings page	v1.0.106.35
Story	DOCS-1656	Delete Stale Agreements	v1.0.106.35
Story	DOCS-1643	Show error if agreement chosen for comparison has no attached eRate	v1.0.106.35
Story	DOCS-1563	Ignore corrupt files when downloading agreement pdf and display error message	v1.0.106.35
Story	DOCS-1470	Display contact details upon selecting username or party	v1.0.106.35
Story	DOCS-1383	Create a contact that is not a user as a billing, documentation or trading contact	v1.0.106.35
Story	DOCS-1249	Agreement search: add option to search by initiated date	v1.0.106.35
Story	DOCS-1073	Add ability to search for agreements within date range	v1.0.106.35
Bug	DOCS-2127	Error Creating NEW Party in Docs PSIM (FIA Tech Admin)	v1.0.106.35
Bug	DOCS-2070	Comment Added to Incorrect Agreement in Database	v1.0.106.35
Bug	DOCS-2033	Inner Exception Timeout error when uploading Rate Schedule to Library	v1.0.106.35
Bug	DOCS-2016	Agreement stuck in composition should throw an error during retrieval	v1.0.106.35
Bug	DOCS-1998	"Dates" section of the Search Agreement screen calendar is blank	v1.0.106.35
Bug	DOCS-1994	Docs sanity results 3-26-2018 (agreements stuck in composition)	v1.0.106.35
Bug	DOCS-1989	Stale job should run on a weekday schedule	v1.0.106.35
Bug	DOCS-1982	'Disclosed by Account' is not displayed for Customer till page refresh	v1.0.106.35
Bug	DOCS-1981	Visibility request is still displayed after Reject till page reload	v1.0.106.35
Bug	DOCS-1980	Search by 'Rate schedule exchange' does not find some exchanges	v1.0.106.35
Bug	DOCS-1960	Executed Agreement party change to conforming is throwing an error	v1.0.106.35
Bug	DOCS-1902	Uploading RS message is not matching with UI design	v1.0.106.35
Bug	DOCS-1891	Exception on opening existing party	v1.0.106.35
Bug	DOCS-1890	Exception on agreement delete	v1.0.106.35
Bug	DOCS-1884	Institution should never shown as non-conformed party	v1.0.106.35
Bug	DOCS-1878	Can't download agreement PDF, error appears	v1.0.106.35
Bug	DOCS-1842	Header Alignment Issues on Rate Schedule Compare	v1.0.106.35
Bug	DOCS-1828	Last Modified On is not updated till refresh after adding comment to agreement	v1.0.106.35
Bug	DOCS-1821	Add padding above page name	v1.0.106.35
Bug	DOCS-1792	UI shows stale page in the background in case of an error	v1.0.106.35
Bug	DOCS-1720	"Can't upload file larger than 8 MB" when uploading 4.4 MB emodule	v1.0.106.35
Bug	DOCS-1688	User gets error "Can't upload file larger than 8 MB" with smaller files when uploading signature page	v1.0.106.35
Bug	DOCS-1552	GUSA Displays <SYSTEM_POPULATED_jurisdiction> in Section 7 of PDF	v1.0.106.35
Bug	DOCS-1544	LME Clearing Member not included as a column in Agreement Report	v1.0.106.35
Bug	DOCS-1504	"Customer Disclosed By Account Number" not Shown in Agreement Search Output or Download	v1.0.106.35
Bug	DOCS-1393	Error When Downloading Agreement PDF due to bad attachments	v1.0.106.35

 

March 25 2018 1.0.104.35

Highlights:

• User "Enter" key to initiate search on Agreement Search page
• Search for agreements by modified date on Agreement Search page
• Move non-actioned agreements to Stale state if they have not been modified in 90 days

Type	Issue key	Description	Release
Story	DOCS-1919	Non Conformed historical party should display as Conformed once party is Conformed	v1.0.104.35
Story	DOCS-1836	Allow Enter key to be used for searching agreements	v1.0.104.35
Story	DOCS-1788	Show eModule error or success message in Rate Schedule workstream instead of top of page	v1.0.104.35
Story	DOCS-1740	IFEU to IFED product move	v1.0.104.35
Story	DOCS-1602	Support for conforming party-roles	v1.0.104.35
Story	DOCS-1425	Success and error message for eModule uploads.	v1.0.104.35
Story	DOCS-947	Agreement search: add option to search by modified date	v1.0.104.35
Story	DOCS-121	Recall an agreement from stale	v1.0.104.35
Story	DOCS-120	System designation of an agreement as stale	v1.0.104.35
Bug	DOCS-1942	Cannot create amendment, error appears	v1.0.104.35
Bug	DOCS-1936	Email Notification is not getting sent as a result of stale job	v1.0.104.35
Bug	DOCS-1925	Item does not disappear from dashboard after agreement is deleted	v1.0.104.35
Bug	DOCS-1924	Error message for eModule uploads	v1.0.104.35
Bug	DOCS-1915	Contact details with entity, Billing Address issue in PDF download	v1.0.104.35
Bug	DOCS-1886	Error when client approving a PNF request with two brokers	v1.0.104.35
Bug	DOCS-1877	Newly created agreements don't have signature page in composition	v1.0.104.35
Bug	DOCS-1856	Rate schedule API upload with Band rate type fails	v1.0.104.35
Bug	DOCS-1802	Agreement is terminated without selecting any date	v1.0.104.35
Bug	DOCS-1794	In stale state termination and effective dates should be read only	v1.0.104.35
Bug	DOCS-1778	Validation error is not displayed when adding same clearing account to agreement	v1.0.104.35
Bug	DOCS-1777	Error message for after break lock is not displayed	v1.0.104.35
Bug	DOCS-1774	Search by Last modified by Party is not working properly	v1.0.104.35
Bug	DOCS-1769	Docs API methods should fail completely when DocsDown or SiteDown = yes	v1.0.104.35
Bug	DOCS-1738	Redesign of emailing process to queue up emails and ensure they are always sent	v1.0.104.35
Bug	DOCS-1726	Party Admin can update Party name	v1.0.104.35
Bug	DOCS-1645	Rate Schedules upload ( Currency, execution type and Default ) error message is not appropriate	v1.0.104.35
Bug	DOCS-1538	Comment added notification does not include hyperlink to agreement	v1.0.104.35
Bug	DOCS-1530	Clearing and Executing Account Description Field Limited to 28 Characters when entering through UI	v1.0.104.35
Bug	DOCS-1450	AgreementCantIdentifyRole Error when Approving Visibility Request	v1.0.104.35
Bug	DOCS-1335	Non-conforming parties not reflected in purple and italics on dashboard	v1.0.104.35
Bug	DOCS-1284	Rate schedule uploads should only allow active products	v1.0.104.35
Bug	DOCS-1273	Unique index needed on Products (ProductGroupId + ProductCode + ProductType)	v1.0.104.35
Bug	DOCS-1250	Uploading rate schedule into the library with the name of an existing rate schedule should create a new version	v1.0.104.35
Bug	DOCS-1187	EXEC flags are not removed after workstream edit until page refresh	v1.0.104.35
Bug	DOCS-974	Party name is not included in comments until page refresh	v1.0.104.35
Bug	DOCS-604	Party Role Accessibility Matrix is broken in Rate Schedule Library	v1.0.104.35

 

March 6 2018 1.0.103.11

Highlights:

• Clearing Brokers can add clearing accounts to terminated agreement
• Always sort visibility requests first on Dashboard of Administrators
• Clean up of empty spaces before and after text in all text fields

Type	Issue key	Description	Release
Story	DOCS-1634	Support for party renaming	v1.0.103.11
Story	DOCS-1591	Make party not mandatory in directory search	v1.0.103.11
Story	DOCS-1590	Visibility requests should always be sorted first for items pending my action	v1.0.103.11
Story	DOCS-1589	Always trim leading and trailing spaces from text fields	v1.0.103.11
Story	DOCS-1483	Add clearing account to terminated agreements	v1.0.103.11
Story	DOCS-1610	Update account effective dates on all Executed agreements	v1.0.103.11
Story	DOCS-1861	Termination date is set to tomorrow if it is terminated past 7PM EST	v1.0.103.11
Bug	DOCS-1866	Agreement parties missing participant details error after conforming party	v1.0.103.11
Bug	DOCS-1860	PDF download agreement is not displaying any party	v1.0.103.11
Bug	DOCS-1072	Non-conformed Parties displaying in same text as conformed in Manage Parties view	v1.0.103.11
Bug	DOCS-621	Making party conformed automatically approves all workstreams for that party	v1.0.103.11
Bug	DOCS-1311	Agreement does not transition from Composition to Execution state despite receiving all required approvals	v1.0.103.11
Bug	DOCS-1736	Dashboard is not getting updated without refresh	v1.0.103.11
Bug	DOCS-1746	Party Not Found request is not getting auto approved for Non-conforming parties, error appears	v1.0.103.11
Bug	DOCS-1745	Cannot manually terminate agreement, error appears	v1.0.103.11
Bug	DOCS-1695	Edit actions are available for users with approve only permissions	v1.0.103.11
Bug	DOCS-1491	Syntax Error when uploading client signature file on agreement	v1.0.103.11
Bug	DOCS-1450	AgreementCantIdentifyRole Error when Approving Visibility Request	v1.0.103.11
Bug	DOCS-1838	RS workstream Save & Close action for uploaded agreements does not trigger Last Modified On date update	v1.0.103.11
Bug	DOCS-1676	Fix unique clearing accounts and parties data	v1.0.103.11
Bug	DOCS-1786	Cannot add clearing accounts when agreement is terminated by executing of following agreement	v1.0.103.11
Bug	DOCS-1826	RS workstream Send For Approve action does not trigger Last Modified On date update	v1.0.103.11
Bug	DOCS-1553	GUSA Not Displaying Risk Limit PDF within PDF Download	v1.0.103.11
Bug	DOCS-1795	Last Modified Date on agreement does not update when rejecting workstream	v1.0.103.11
Bug	DOCS-1197	Send for approve is not enabled for executed LME agreement when updating RS workstream	v1.0.103.11
Bug	DOCS-855	Break Lock is available for preceding agreement that has Amendment	v1.0.103.11
Bug	DOCS-1696	For EFP agreements Role Dealer is not available and Executing Broker	v1.0.103.11
Bug	DOCS-1699	Cannot download just created agreements PDF, error is shown	v1.0.103.11
Bug	DOCS-1697	Some LME agreement types are missing space in agreement type name	v1.0.103.11

 

February 20 2018 1.0.102.18

• User and party directory
• Preserve search results upon clicking "back" when accessing agreement from Agreement Search page

Type	Issue key	Description	Release
Story	DOCS-1771	Cleanup clearing accounts with no value	v1.0.102.18
Story	DOCS-698	Preserve search results when navigating from agreement back to agreement search page	v1.0.102.18
Story	DOCS-920	User and party directory	v1.0.102.18
Bug	DOCS-1523	"Your search generated no results" error when downloading agreements with specific termination dates	v1.0.102.18
Bug	DOCS-1585	Agreement Search Export does not properly handle searching by specific date for users in different time zones	v1.0.102.18
Bug	DOCS-1680	Termination date of preceding version should be one day prior to following version effective date	v1.0.102.18
Bug	DOCS-1715	Visibility request is not deleted when agreement is deleted	v1.0.102.18
Bug	DOCS-1717	Error in calling UserHubWebAPI when attempting to open Manage Party Page	v1.0.102.18
Bug	DOCS-1726	Party Admin can update Party name	v1.0.102.18
Bug	DOCS-1735	Termination date set to the past defaults to today's date	v1.0.102.18
Bug	DOCS-750	Set default number of search results to 30 on agreement search page	v1.0.102.18
Bug	DOCS-810	Replace tooltip "Unknown" when hovering over workstream edit icon	v1.0.102.18

 

January 28, 2018 1.0.101.17

Highlights:

• Hyperlink following and preceding agreement IDs in view Agreement screen
• Include agreement ID in email notification subject line
• Compare two rate schedules to each other from the Agreement Search page and when there is a preceding agreement ID
• User account and permissions report

Type	Issue key	Description	Release
Story	DOCS-1473	Compare Rate Schedule from Rate Schedule workstream	1.0.101.17
Story	DOCS-130	Compare Rate Schedule from Agreement Search page	1.0.101.17
Story	DOCS-132	User accounts and permissions report	1.0.101.17
Story	DOCS-1266	Include agreement ID in email notification subject line	1.0.101.17
Story	DOCS-1083	Hyperlink following and preceding agreement IDs in agreement header	1.0.101.17
Story	DOCS-1048	Add note to Dashboard if more than 100 agreements are pending	1.0.101.17
Bug	DOCS-1548	PDF Rate schedules download with ".xlsm" file extension	1.0.101.17
Bug	DOCS-1588	User receives Object reference error upon clicking approve on agreement in Execution	1.0.101.17
Bug	DOCS-1569	Rate Schedules upload successfully when Currency, execution type and Default is null	1.0.101.17

 

January 22, 2018 1.0.96.164

Highlight:

• Clearing Broker adding clearing accounts to Executed agreements with a following version
• Edit clearing accounts after uploading to agreement, but prior to saving data to the agreement

Type	Issue key	Description	Release
Bug	DOCS-756	Wrong user signing the agreement on the signature line for the non-conformed party in PDF - data update	1.0.96.164
Bug	DOCS-1366	Agreements not transitioning from Pending Initiation to Composition - data update	1.0.96.164
Story	DOCS-1331	Enable the addition of clearing accounts to agreements that have a following version that is not yet executed.	1.0.96.164
Bug	DOCS-912	Impossible to add accounts to uploaded agreement after it has been committed	1.0.96.164
Bug	DOCS-1578	"Non assigned party detected" error when submitting Party Not Found request - data update	1.0.96.164
Bug	DOCS-1350	User can't delete signature file if there are two files	1.0.96.164
Bug	DOCS-1592	Uploaded clearing account data are non-editable	1.0.96.164

 

January 18, 2018 1.0.96.154

Type	Issue key	Description	Release
Bug	DOCS-1402	Secondary approval required on workstream that only requires 1 approval - data update	1.0.96.154
Bug	DOCS-1528	'Inner Exception' Error after editing rate section	1.0.96.154
Bug	DOCS-1587	New rate schedule added to agreement when amending, but no approvals required for RS workstream	1.0.96.154
Bug	DOCS-1512	Unable to Add RS to Following Agreement - data update	1.0.96.154
Bug	DOCS-1471	403 Permission Denied Error When Downloading Uploaded Agreement	1.0.96.154
Bug	DOCS-1510	Green check not appearing for executed agreement	1.0.96.154
Bug	DOCS-787	'Search All Agreements with Given Party' doesn't work	1.0.96.154
Bug	DOCS-1521	Update initiation information on amendments initiated in Docs - data update	1.0.96.154
Bug	DOCS-1537	LMETCB Agreement Template Using 2008 Language and Format - data update	1.0.96.154
Bug	DOCS-1529	Effective date cannot be edited on agreement in Composition	1.0.96.154
Bug	DOCS-1556	No email notifications sent for some agreements	1.0.96.154
Bug	DOCS-1243	FIA Tech admin cannot create party	1.0.96.154
Bug	DOCS-1444	Error finding pdf rate schedule when attempting to download agreement pdf	1.0.96.154
Bug	DOCS-1333	Nullable object must have value error upon initiating agreement	1.0.96.154
Bug	DOCS-1050	OBO - Approving an agreement - doesn't show check mark for the carry broker	1.0.96.154
Bug	DOCS-1403	"Non assigned party detected" error when submitting Party Not Found request	1.0.96.154

 

January 9, 2018 1.0.96.152

Type	Issue key	Description	Release
Bug	DOCS-1535	Manual Party Clause Missing from All 2008 Language PDFs in Docs	1.0.96.152
Bug	DOCS-1522	Workstream approval is missing after creating amendment	1.0.96.152
Bug	DOCS-1520	EFP agreements missing header text	1.0.96.152
Bug	DOCS-1515	FIA Tech admin cannot assign admin permission to user	1.0.96.152
Bug	DOCS-1460	Agreement Report - Incorrect Party Status Displayed For Some Parties on Agreements - data update	1.0.96.152
Bug	DOCS-1404	eModule upload to agreement fails with "MIME multipart body part" error displayed	1.0.96.152
Bug	DOCS-1524	Agreements in Flight list shows agreements for non-conforming parties	1.0.96.152
Bug	DOCS-1525	Error message appears when user tries to upload agreement using IE11	1.0.96.152

 

January 3, 2018 1.0.96.148

Type	Issue key	Description	Release
Bug	DOCS-1477	Parent Agreement did not Terminate when Child Agreement was executed	1.0.96.148
Bug	DOCS-1469	Only 1 final approval needed for agreement with 2 approval setting	1.0.96.148
Bug	DOCS-1435	Agreement not transitioning from Composition to Execution	1.0.96.148
Bug	DOCS-1500	Signature Lines Not Displayed in PDF on Non-executed agreement	1.0.96.148
Bug	DOCS-1490	Approvals not reflected in Party Action Matrix, and agreement unable to proceed	1.0.96.148
Bug	DOCS-1498	Data on agreement is from a different agreement	1.0.96.148
Bug	DOCS-1320	eModule - No File Extension Association when downloading from Agreement	1.0.96.148
Bug	DOCS-1499	Child agreement shows initiation date of parent (original) agreement in Composition stage	1.0.96.148
Bug	DOCS-1503	Apply current party settings for approvals when amendment is created	1.0.96.148
Bug	DOCS-1458	Agreement not progressing from PendingInitiation to Composition after Completing Party Not Found Request	1.0.96.148
Bug	DOCS-1487	Rate Schedule in library is deleted when a new version is uploaded against it over the API	1.0.96.148
Bug	DOCS-1507	Comments are hidden upon agreement execution	1.0.96.148
Bug	DOCS-1460	Agreement Report - Incorrect Party Status Displayed For Some Parties on Agreements	1.0.96.148
Bug	DOCS-1408	Visibility request contains both EB and CB even though only EB needs to be added to approved broker list	1.0.96.148

 

December 21, 2017 1.0.96.137

Type	Issue key	Description	Release
Task	DOCS-1328	Activate email notifications from Docs	1.0.96.137
Bug	DOCS-1309	Secondary approval needed for wrong workstream	1.0.96.137
Bug	DOCS-1482	PDF of agreement does not show both signatories for parties with two final approvers	1.0.96.137
Bug	DOCS-1287	PDF Rate Schedules Displayed in the eRate section of Rate Schedule workstream as well as the PDF Rate Schedule section	1.0.96.137
Bug	DOCS-1438	Agreement PDF cannot be extracted - getting error	1.0.96.137
Bug	DOCS-1462	Clearing account effective date cannot be updated when adding to executed agreement from available accounts	1.0.96.137
Bug	DOCS-1464	Do not carry over clearing account effective dates from available accounts when adding to agreement	1.0.96.137
Bug	DOCS-1494	Migrate waivers from EGUS, and add waiver to any agreement with only .pdf rate schedule	1.0.96.137
Bug	DOCS-1466	Header is not validated for clearing accounts upload	1.0.96.137

 

December 19, 2017 1.0.96.133

Type	Issue key	Description	Release
Bug	DOCS-1457	Volume discount tiers allow nullable values in API	1.0.96.133
Bug	DOCS-1437	Agreement contacts do not show contact information in agreement pdf	1.0.96.133
Bug	DOCS-1364	Downloaded eModule should only contain active products	1.0.96.133
Bug	DOCS-1424	After approving party not found request Agreement is set to Composition, and visibility request is created	1.0.96.133
Bug	DOCS-1442	State/Province field on Docs Admin screens is not synced with UserHub	1.0.96.133
Story	DOCS-1379	Add Phone Number to Manage users screen in Docs	1.0.96.133
Bug	DOCS-1361	Clearing Account workstream Edit button is unresponsive to user on Executed agreement	1.0.96.133
Story	DOCS-1452	Implement search feature on rate schedule library screen	1.0.96.133
Bug	DOCS-1398	Rate Schedule grid header not visible in IE (works in chrome)	1.0.96.133
Story	DOCS-946	Allow multiple agreement IDs in agreement search	1.0.96.133
Bug	DOCS-891	Fields validation logic broken when uploading clearing accounts from file	1.0.96.133

 

December 15, 2017 1.0.96.127

Type	Issue key	Description	Release
Bug	DOCS-1399	Clearing account effective and expiry dates from earlier agreements auto-populating upon upload	1.0.96.127
Bug	DOCS-1420	User receives alerts for all sub-parties even if "receive alerts" is selected only for one of them	1.0.96.127
Bug	DOCS-1433	Agreement is in Execution but shows no check-marks for workstream approvals	1.0.96.127
Bug	DOCS-890	Date validation logic broken when uploading clearing accounts from file	1.0.96.127
Bug	DOCS-1449	Agreement effective and termination dates are not editable for just created amendment	1.0.96.127

 

December 13, 2017 1.0.96.122

Type	Issue key	Description	Release
Story	DOCS-1451	Attach rate schedule from library pop-up should be paged and have search mechanism	1.0.96.122
Bug	DOCS-1427	eModule can be uploaded without a value in the rate type field	1.0.96.122
Bug	DOCS-1419	Comments fetch returns null exception when comment by user is inactive in UserHub	1.0.96.122
Bug	DOCS-1414	Migrated agreement has both "TBA" checked, and executing accounts if at least one executing account was "tba"	1.0.96.122
Bug	DOCS-1397	"Workstream is approved by at least one user." Error received when attempting to upload PDF RS to new agreement	1.0.96.122
Bug	DOCS-1374	One product/product group, multiple rates with different brokerage currencies: Data not displaying in pdf rate schedule properly (but displaying correctly in eModule)	1.0.96.122
Bug	DOCS-1319	User receives error "workstream is approved" when attempting to update Uploaded agreement	1.0.96.122

 

December 11, 2017 1.0.96.120

Type	Issue key	Description	Release
Bug	DOCS-1417	Update bill direct to "Y" on rate schedules where the exchange has more than one value	1.0.96.120
Bug	DOCS-1401	Exception on approve party not found request when party is not in approved broker list	1.0.96.120
Story	DOCS-1373	Add a Receive Alerts role in UserHub and modify Docs to use that role to include/exclude users for email notifications	1.0.96.120
Bug	DOCS-1369	Agreement PDF - Does not display the full PDF of the attachment	1.0.96.120
Bug	DOCS-1360	Amending CA workstream of STDT agreement doesn't create new version	1.0.96.120
Bug	DOCS-1349	CSV export splits information into multiple fields when it contains special characters	1.0.96.120
Bug	DOCS-1325	Orphan agreement has no parties/approves	1.0.96.120
Bug	DOCS-1322	Parties with "2 final approvers" setting can execute agreements with only one approval	1.0.96.120
Bug	DOCS-1321	Error that clearing account already appears on another agreement appears, but no agreement with same clearing accounts, same parties, same type can be found	1.0.96.120
Bug	DOCS-1316	User cannot send clearing account work stream for approval	1.0.96.120
Bug	DOCS-1315	User getting time out error when accessing rate schedule library	1.0.96.120
Bug	DOCS-1278	Ensure migrated agreements with future terminated date properly handled	1.0.96.120
Bug	DOCS-1229	Clearing Account details displaying behind column header	1.0.96.120
Bug	DOCS-969	Inactive Users not displayed in Manage Users Search	1.0.96.120

 

December 7, 2017 1.0.96.115

Type	Issue key	Description	Release
Story	DOCS-1371	Add "Receive alerts" to Manage User screen.	1.0.96.115
Bug	DOCS-1357	User gets error when trying to approve "Object reference not set..."	1.0.96.115
Bug	DOCS-1329	Approvals missing from migrated EGUS data	1.0.96.115
Bug	DOCS-1311	Agreement does not transition from Composition to Execution state despite receiving all required approvals	1.0.96.115
Bug	DOCS-1303	<UL> Displaying in Section 7 of 2008 agreement language in PDF	1.0.96.115
Bug	DOCS-1093	Unable to Delete agreement with status "InitiationRejected"	1.0.96.115

 

December 6, 2017 1.0.96.110

Type	Issue key	Description	Release
Bug	DOCS-1303	<UL> Displaying in Section 7 of 2008 agreement language in PDF	1.0.69.110

 

December 5, 2017 1.0.96.106

Type	Issue key	Description	Release
Bug	DOCS-1271	Upload signature file should be actionable by users with Compose permissions - cannot delete	1.0.69.106
Bug	DOCS-1307	Add agreement ID to agreement footer for 2008 versions of all templates	1.0.69.106