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Archived Docs Release Notes

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Elin Wiklund
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This page contains release notes for previous years. Current year (2024) release notes can be found on the Docs Release Notes page.

2023 Releases

December 4, 2023 - v2.0.253.25

Highlights:

  • Additional search options added to Agreement Search screen to identify agreements by contents of legal language workstream
  • BBG and GMI codes added to rate schedule view for subscribing firms
Issue Type Issue key Summary
Story DOCS-11611 Add Databank Product ID field to Column chooser on Supported Product page
Story DOCS-11623 Add search by Legal Language workstream details into Agreement Search
Story DOCS-11823 Definitions of final BRRD Transition state after various Transition results
Story DOCS-11767 Display GMI Codes in the application rate schedule view for subscribing firms
Story DOCS-11766 Display BBG Codes in the application rate schedule view for subscribing firms
Story DOCS-11764 Adjust UI elements on Transition pages
Story DOCS-11743 Update explanatory text for paragraph 10 insert in LL workstream
Story AC-425 Update error text in party lookup when party does not have proper active role
Story DOCS-11798 Add Legal Language WS search columns to the Agreement Search export
Bug DOCS-11498 Permissions are not properly removed when parties are non-conformed or de-activated
Bug UH-591 User gets error page on logging in after session timeout in multiple tabs scenario
Bug UH-583 FIA Tech FCR Level 2 Support - role is unstable in PSIM and PROD
Bug DOCS-11730 Fix email content for rejected agreements
Bug DOCS-11854 Jurisdictions on BRRD transition screen are not separated by spaces
Bug DOCS-11815 API V2 Agreement Expanded Call Incorrectly Duplicating Records
Bug DOCS-11802 Remove green highlight from modified Legal Language sections
Bug DOCS-11762 Padding is incorrect on Agreement Details page when the effective date can be edited
Bug UH-603 UH: Agrement & Protocols button should be visible when BrrdRegulatoryProtocolEnabled is Enabled
Task UH-605 Update text of current version of the system user agreement to correct typo
Task DOCS-11688 Add tests for FE components of DOCS-11547 and DOCS-11484

 

November 23, 2023 - v2.0.251.30

Issue Type Issue key Summary
Bug DOCS-11842 Both Preceding and Following versions of agreement are processed by BRRD bulk action
Bug DOCS-11841 Non eligible BRRD bulk action sets wrong state for Preceding and Following versions of executed agreement

 

November 13, 2023 - v2.0.251.30

Highlights:

  • Add BRRD clause to agreements outside of transition workflow
Issue Type Issue key Summary
Story DOCS-11724 Adjust counts within "You are about to transition..." interstitial modal
Story DOCS-11612 Apply or remove BRRD clause directly from LL workstream
Story DOCS-11543 Create a new Transitioned agreements charge for agreements transitioned under the Regulatory Protocol
Story DOCS-10777 Investigate performance issue in Manage Party page
Story DOCS-11726 Create a Cron Job to clear unused Pre-Draft records in the TransitionNotices table
Story DOCS-11698 Remove default selection on "Transition Agreements" tab
Bug DOCS-11791 BRRD Paragraph sometimes inserted in paragraph 10 when England & Wales governing law language has been added
Bug DOCS-11797 Incorrect paragraph sequence when custom paragraph is added after addition of BRRD language
Bug DOCS-11744 Supported Product page loads slowly for FIA Tech users
Bug DOCS-11749 Investigate Transition Notice 6585 failure in Prod
Bug DOCS-11736 BRRD Text should display in bold font in the UI
Bug DOCS-11733 Scheduled BRRD Transition should not be seen in Received page
Bug DOCS-11676 Incorrect validation error message at saving CA WS after Effective Date update
Bug DOCS-11655 No value shown in Transition Center column Non-Eligible Agreements in Received Tab
Bug DOCS-11693 A dummy text should be displayed within the recall saved field
Bug DOCS-11685 History erroneously displays FIA Tech admin as taking agreement action after visibility request
Bug DOCS-11735 Unexpected error on upload of file in wrong format on Transition Agreements screen
Bug DOCS-11729 History record text is incorrect when transition notice rejection is done by FIA Tech admin
Bug DOCS-11699 Options to create and edit transitions should be available to properly permissioned users
Bug DOCS-11751 Unable to open for edit a Gua Transition Agreement if status is Draft
Bug DOCS-11737 BRRD Text in downloaded PDF is a single paragraph instead of containing line breaks
Bug DOCS-11779 Error message appears while choosing wrong BRRD clause in preview modal
Bug DOCS-11750 Incorrect formatting in label Effective Date & Effective Time 
Task DOCS-11759 Docs Existing Product Update - MCX Segment and Operating MIC

 

October 9, 2023 - v2.0.249.27

Highlights:

  • Ability for FIA Tech to reject notices in application on behalf of non-conformed parties
  • Create a bulk action for non-eligible agreements to insert BRRD language
Issue Type Issue key Summary
Story DOCS-11589 Display BRRD language in the LL workstream on agreements
Story DOCS-11659 Give FIA Admins an ability to reject BRRD Transition Notices on behalf of parties
Story DOCS-11653 Regulatory Protocol - notice Rejection email for Non-Conformed Parties
Story DOCS-11661 Analyze and fix the warnings thrown during angular build (on qa-ts1 in particular)
Story DOCS-11524 Execute Regulatory Protocol Non-Eligible transition
Story DOCS-11539 Manage Non-Eligible transitions on Transition Agreements BRRD screen
Story DOCS-11605 Add an "Edit" option to the scheduled Notice details screen
Bug DOCS-11715 "New Agreement ID" and "New State" fields are showing incorrect IDs in BRRD transitions
Bug DOCS-11673 Change the Status of transition when all agreements are rejected due to revocation.
Bug DOCS-11681 Count of Agreements is not updated in any state of Transition
Bug DOCS-11707 Downloading transition in Draft state sometimes generate error
Bug DOCS-11679 Incorrect timestamp on transition confirmation modal
Bug DOCS-11708 Saving Draft of Regulatory Transition results in zeros in Total Agreements / Affected Parties counts
Bug DOCS-11663 Uploading GUA Rate schedule with empty spread type is inserting null values in the Spread Type column
Bug DOCS-11713 Counts of Eligible Agreements are not correct for Scheduled transition
Bug DOCS-11691 Text is missing in give up agreement clause version filed. 
Bug DOCS-11665 Double quote " need to be removed from the email content
Bug DOCS-11689 Header and table contents may go out of sync if operated in small window

 

September 18, 2023 - v2.0.248.28

Highlights:

Issue Type Issue key Summary
Epic DOCS-11481 Regulatory Protocol Agreement Transitions
Bug DOCS-11561 Unable to Delete RS from Library when attached to Agreement in Deleted State

 

September 11, 2023 - v2.0.247.24

Issue Type Issue key Summary
Story DOCS-11278 Implement a page for FIA Tech users to support operational requests
Bug DOCS-10267 User can assign 1 CA to several identical STDT agreements by bulk assignment
Bug DOCS-11545 Remove extra space between sub parties in user permissions

 

August 30, 2023 - v2.0.245.28

Highlights:

Issue Type Issue key Summary
Story UH-563 Display Regulatory Protocol to users for adoption

 

August 14, 2023 -v2.0.245.28

Highlights:

  • Functionality to monitor Regulatory Protocol adoption on the Counterparty Report page and within Agreements & Protocols page 
Issue Type Issue key Summary
Story UH-572 Convert all modal popups to follow new design system
Story DOCS-11533 Add Regulatory Protocol Adoption status to the Counterparty Report
Story AC-416 Upgrade to Angular 14 in AccelerateWebClient
Story UH-562 Add Regulatory Protocol to the Agreements&Protocols page
Story DOCS-11407 Redesign Transition Agreements page to prepare for the introduction of a new agreement update process
Bug DOCS-11468 Delist date is incorrectly formatted in Product report download
Bug DOCS-11503 Incorrect label shown in Party history after adding  "Protocol Notices Contact" to Agreement Contact
Bug DOCS-11464 Padding next to the comments needs to be fixed (add padding)

 

July 17, 2023 - v2.0.243.15

Issue Type Issue key Summary
Story UH-561 Update Agreements&Protocols page appearance (preparation for BRRD)
Story DOCS-11400 Relabel "Legal Contact" contact type for non-conformed entities
Story DOCS-10108 Adjust the system and DOCS Reference Data to avoid NULL Trade/Spread Type values
Bug DOCS-11494 User is not receiving notification email for "Add comments" 
Bug DOCS-11490 "Upload Executed GUA" option unavailable for users without FCR-related permissions
Bug DOCS-11258 If the stale agreement contains inactive party, user can recall it from stale 
Bug UH-570 Agreements and Protocols pages did not get updated to new modal design 
Bug AC-420 "Your session has expired! Please re-login." modal is broken in Test
Bug DOCS-11392 Incorrect user sorting order for (ASC/DESC) in Search User Directory

 

July 3, 2023 - v2.0.242.17

Highlights:

Issue Type Issue key Summary
Story DOCS-8970 Add IsConformed flag to agreement details API call as part of parties section
Story DOCS-11386 Rename "Adopting Party?" column on Counterparty Page
Story DOCS-11380 Move "Upload Agreements" menu to Initiate screen
Story DOCS-11248 Investigate approaches for improving bulk actions page performance
Story UH-514 Login from automatic logout screen should take user back to screen they were logged out from
Story UH-491 Use new modal designs for UserHub modals
Story UH-329 Convert all projects in UserHub solution to .Net Core
Story AC-285 Convert all projects in Accelerate solution to .Net Core
Story DOCS-11395 Update sidebar menu on agreement initiation and Manage Party page to align designs
Story UH-566 Update options available under "help" icon
Bug DOCS-11414 User is able to create multiple duplicate Rate Rows by manipulating empty values
Bug DOCS-11140 Bulk Action Page - "From Party" column throwing an error when try to reorder
Bug UH-551 System throws 500 system error if angle brackets are entered in password field
Bug DOCS-10682 Security improvements: Comments API does not validate "WS" and "Party to"
Bug DOCS-10681 Security improvements: Comments response gives out not needed information
Task DOCS-11409 All API Calls Status check

 

May 22, 2023 - v2.0.239.11

Highlights:

  • Ensure API Swagger page is inaccessible to unauthenticated users
  • Change the session timeout popup to display to users when 90 seconds remain until session timeout
Issue Type Issue key Summary
Story DOCS-11349 Update swagger page urls
Story DOCS-11236 Secure Swagger UI
Story DOCS-11020 Rename Egus to Docs in Solution name, Repo name, Database name, Directory structure, Proid groups, Environment variables and Product name
Story DOCS-11348 Implement Antiforgery checks for multiple server setup
Story DOCS-11347 Fix tests in Docs.IntegrationTests #4
Story AC-417 Change session timeout popup time from 3 minutes to 90 seconds
Story DOCS-11351 Use blnShowUnloadAlert as feature key for showing  unsaved changes modal
Bug DOCS-11354 Agreement Report Download times out when using Party name search filters
Bug DOCS-11331 Rate Schedule download and upload via API fails for large items
Bug UH-550 User session times out after 2-3 mins of inactivity
Bug DOCS-11261 Unable to delete Rate Schedule via API, if its name contains extension
Bug DOCS-11260 Rate Schedule versioning is erroneously triggered when uploading via API
Bug DOCS-11109 Party change to not-approved broker and rejection of such initiation does not allow to change broker after 
Bug DOCS-11339 Rate row disappears upon expand/collapse in GUA Rate Schedules
Bug DOCS-11263 Rate Schedule is attached to the wrong group, if its name contains extension

 

April 24, 2023 - v2.0.237.25

Highlights: 

  • Docs software framework updated, application version updated to v2.0
  • Limit 2FA challenges to 10 attempts prior to locking user out
  • Update session timeout from 30 minutes to 15 minutes
Issue Type Issue key Summary
Epic DOCS-8323 Convert Docs to .Net Core
Story UH-538 Resolve insufficient session destruction
Story UH-542 2FA challenge allows infinite number of attempts, it should be limited to 10
Story UH-539 Update session timeout from 30 minutes to 15 minutes
Story DOCS-10628 Enable column chooser in Rate Schedules Flat (edit mode) view (GUA)
Bug DOCS-11212 Agreement Report Download times out when using Party name search filters
Bug DOCS-11084 BBG and GMI codes that appear in latest files are missing from the Supported Product page
Bug DOCS-11119 DOCS Search page, WS status is not showing line (N/A) in cases when WS was not available for specific agreement
Bug DOCS-11110 Limits composer is unable to Restore several Agreements at once
Bug DOCS-11074 GUA RS in Flat view - fee amount does not default to two decimal places
Bug DOCS-11165 GUA RS - Start/End/Rate values are does not have default format with 2 decimal values for Discounts and Bands
Bug DOCS-11129 User can create parties with identical names using different amount of spaces

 

January 30, 2023 - v1.0.231.20

Highlights: 

  • Supported Products page download updated to include cross-reference symbologies (BBG and GMI)
  • Agreement language changed from standard flag added to Agreement Download API call (v2 only)
Issue Type Issue key Summary
Story DOCS-10954 Parties with only FCR party roles should not be included in the list of parties provided to UserHub to present in DPA and SUA screens
Story DOCS-10946 Add Flag to API for agreement language changed from standard
Story DOCS-10900 Alter the display of all fee amount fields to default to two decimal places
Story DOCS-10897 Add column chooser to Underlying Agreements grid in bulk actions
Story DOCS-10853 Remove tiered billing for per agreement fees
Story DOCS-10833 Display API Swagger pages within the iFrame section on API calls page
Story DOCS-10805 Update Supported Products page download to include cross-ref symbology
Story DOCS-10624 Save Column Chooser settings for each user and enable Default option
Story DOCS-10591 Improve WorkstreamStatesUpdater job performance #2
Story DOCS-10855 Delete old model scripts and dacpac files
Bug DOCS-11065 When selecting all agreements in L&C center, agreements to which the user does not have L&C composer rights are included
Bug DOCS-11018 Concurrent action in tabs causes duplicate Secondary Approval
Bug DOCS-10975 Search displays unexpected agreements, if user searches by last modified date
Bug DOCS-10887 Agreement search throwing error on Party search
Bug DOCS-1189 Waiver section is not hidden when "Do not Attach Rates" selected
Bug DOCS-10726 If user clicks on agreement # in Counterparty report, they see subparty agreements included 
Bug DOCS-10682 Security improvements: Comments API does not validate "WS" and "Party to"
Bug DOCS-10845 Viewer user can recall agreement from stale and see "Delete agreement" button
Bug DOCS-10835 API should be in cap letters in DocsApi page.
Bug DOCS-10728 User doesn't see appropriate warning when creating user with spaces instead of first name or last name
Bug DOCS-10681 Security improvements: Comments response gives out not needed information

2022 Releases

December 5, 2022 - 1.0.227.24

Highlights:

  • DPA version updated to v3
  • Addition of new Agreement Details and Rate Schedule API calls to allow users to download schedules with cross reference symbology
Issue Type Issue key Summary
Story DOCS-5515 Return all counterparties to API account within the Parties call
Story DOCS-10780 Add a Cross-ref Agreement Details and Rate Schedule Downloads call
Story DOCS-10005 Add Agreement Approval indicators to the "Agreements Affected" grid
Task UH-513 Lowest valid version of DPA should be set to v2 as of 1.2.227
Bug DOCS-10822 NetSpi finding - Cross Site Scripting attack can execute malicious scripts through Manage Users page
Bug DOCS-10789 Agreement count is not updated in Supported Product page after RS is removed from WS
Bug DOCS-10819 Party admin shouldn't see FCR client approved broker list
Bug DOCS-10886 Agreement report when searching by last modified date includes unexpected agreements
Bug DOCS-9584 VC Job: wrong warning message is logged when party becomes unexpectedly a non conforming party
Bug DOCS-10577 User not participated in transition can open transition notice page via link 
Bug DOCS-10682 Security improvements: Comments API does not validate "WS" and "Party to"
Bug DOCS-10856 Manage party GMI/BBG checkboxes are enabled when user is creating a new subparty
Task DOCS-10935 Update API spec
Bug DOCS-10863 Product Exclusions table is not scrollable

 

November 12, 2022 - 1.0.225.15

Highlights:

  • Login screen redesign and updated authentication methodology
  • Updated holiday calendar for agreement transitions
Issue Type Issue key Summary
Epic UH-383 Replace existing authentication layer with Identity Server
Story UH-383 Implement new UI for login page
Story DOCS-10852 Update Business Calendar with latest file
Bug DOCS-10851 GMI/BBG new records are not inserted in Docs

 

November 7, 2022 - 1.0.225.15

Highlights:

  • Display bulk Agreement Initiations on the Bulk Actions page
  • User experience improvements for Docs API swagger page, and column chooser functionality
Issue Type Issue key Summary
Epic DOCS-9988 Display bulk initiations on new bulk actions page
Story DOCS-10674 Handling of Deleted Agreements in Bulk requests and Errored out Requests
Story DOCS-10698 Implement an intermediate page for Docs API Swagger instances
Story DOCS-10711 Manage Users page, header items don't stack properly with spacing when screen is made smaller
Story DOCS-10699 Standardize placement and look of column chooser button
Bug DOCS-10466 Unable to terminate an executed agreement (Amendment followed by a Transition)
Bug DOCS-10640 Draft Agreements Not Visible in Search UI
Bug DOCS-10645 Transition Agreements - agreement upload file provides incorrect row numbers for warnings
Bug DOCS-10741 Conforming child entities does not inherit GMI and BBG checkmarks from institution
Bug DOCS-10704 Reference Data Manager cannot select GMI/BBG columns in Supported Products page
Bug DOCS-10654 GUA sync should only work when user has permissions rights for FCR init role for aligned GUA role
Bug DOCS-10838 API call modified by user is showed as greyed out
Bug DOCS-10795 When GUA RS is synced from FCR, history record does not display rate schedule name in history
Bug DOCS-10419 Products page - # Agreements hyperlink should lead to 0 agreement result, but shows all available agreements
Bug DOCS-9866 Author and last modifier name should be removed from templates downloaded from the system
Bug DOCS-2504 Up Down Arrow should be removed from Account ID column.

 

October 10, 2022 - 1.0.223.16

Highlights:

  • Show cross-reference symbology on the Supported Products page to subscribing users
  • User experience improvements on Search screen
Issue Type Issue key Summary
Story DOCS-10586 Show BBG and GMI codes in Supported Products page
Story DOCS-10562 Clearing Account Library Bulk Upload should be handled by a background VC job #2
Story DOCS-10596 Improved behaviour of fields in Search screen
Story DOCS-10191 Create script to fix the broken data for DOCS-10139
Story DOCS-10604 Updates to column chooser functionality within the rate schedule view
Story DOCS-10634 Update Reports menu with subdivisions to clarify report categories to users
Bug DOCS-10723 PSIM Docs Api throwing error due to new auth
Bug DOCS-10706 Leading and trailing spaces are not trimmed when adding accounts using CA API call
Bug DOCS-10666 GUA RS Builder - Unnecessary dropdowns in the Headers in 'Exchange > Product group' view
Bug DOCS-10665 Manage Party - 'Signed By' and 'Signed On' checkboxes have to be disabled until 'Adherence Agreement Signed' is selected
Bug DOCS-10664 Manage Party - 'Free User' checkbox has to be disabled until 'Adherence Agreement Signed' checkbox is selected
Bug DOCS-10702 Is party active should not impact availability of checkboxes of GMI and BBG in manage parties page
Bug DOCS-10657 Clearing Accounts expire throws error on the UI on initiating the request even if the process works in the backend
Bug DOCS-10669 Manage Party - 'Free User' checkbox stays in disabled state after valid subparty was added
Bug DOCS-10595 Sub-Party should not have a FCR subscription when a Party marked with Free User checked box
Bug DOCS-10200 Some fields are not disabled for the Party Admin when viewing inactive party settings
Bug DOCS-10728 User doesn't see appropriate warning when creating user with spaces instead of first name or last name

 

September 21, 2022 - 1.0.221.22

Issue Type Issue key Summary
Story DOCS-10467 Implement a column chooser and reordering on Agreement Search and RS View (GUA)
Bug DOCS-10656 Party Admins cant open parties, as inst ID is not given
Bug DOCS-10680 BBG, GMI and Rate schedule reports are the same 
Bug DOCS-10613 NETSPI finding - A user can add comment to an agreement on behalf of un-entitled party
Bug DOCS-10210  Top level #Agreement count is not updated on the Supported Products page when exemptions are set
Bug DOCS-10559 After party becomes conforming for some role, users doesn't get participant codes for such party 
Bug DOCS-10352 Bulk Action "Created On" need to show date and time of the initiation
Bug DOCS-10576 Non GMI/Bloomberg party users should not receive 100 agreement notification on report trigger
Bug DOCS-10402 Agreement WS status in search displays checkmark for non-conforming parties if WS was sent for approval
Bug DOCS-10230 When party is set as inactive, the "Rates Library Maintainer" is not hidden/unselected

 

August 15, 2022 - 1.0.219.27

Highlights:

  • Rate schedule report downloads with BBG and GMI code symbology
Issue Type Issue key Summary
Story DOCS-10334 Import BBG codes from Databank and match to Docs MIC and product codes
Story DOCS-10335 Import GMI codes from Databank and match to Docs MIC and product codes
Story DOCS-10492 Remove purged reports from displaying in the reports grid
Story DOCS-10340 Rate schedule report download with GMI codes
Story DOCS-10339 Rate schedule report download with Bloomberg codes
Story DOCS-9855 Change the sequence of interactions upon Agreement Upload operation
Story DOCS-10447 Move code from Egus.Models to appropriate layers #2
Story DOCS-10439 Add hyperlink to Bulk action # within the Accelerate notification
Story DOCS-10501 Update Docs web.config to allow personalized configurations
Bug DOCS-10486 Supported Product Job improvements
Bug DOCS-10481 Bulk action batch stops when in the BULK there is unexpected duplicate
Bug DOCS-10426 Agreements re-sent to execution state needs only 1 approver, when in party settings there are 2 approvers set
Bug DOCS-10519 Party admin can edit Reference data subscriptions
Bug DOCS-10505 GUA sync for 3rd pty subparty combinations does not show up on correct document
Bug DOCS-10417 Unsupported product agreement count is not recalculated when snapshot state changes to false
Bug DOCS-10390 Executing accounts report has incorrect dates 
Bug DOCS-10345 Bulk Action page Status does not change when all Bulk agreements are in executed state
Bug DOCS-10517 Agreement templates with mandatory trader role shouldn't have trader in additional party role 
Bug DOCS-10490 Agreement templates without trader role has 2 trader roles in additional parties dropdown
Bug DOCS-10394 If user copy-pastes party name in bulk party role field and deletes it, after initiation user sees error that existing party could not be found
Bug DOCS-10129 Search within Results is affected by the pagination
Bug DOCS-10498 Bulk actions page user should only see agreement where their party is present 
Bug DOCS-10355 Bulk Action pages "My party" shows "Multiple" result when the same party is added to different roles
Bug DOCS-10346 Any user with viewer rights can see all BULK init records
Bug DOCS-10421 "Created By" section of Bulk initiation info page shows user Account Name
Bug DOCS-10353 Bulk Actions pages column "Created by" should populate First Name and Last name

 

July 18, 2022 - 1.0.217

Highlights

Issue Type Issue key Summary
Story DOCS-10336 Create subscriptions for reference data on the Docs party level
Story DOCS-10405 Move code from Egus.Models to appropriate layers
Story DOCS-10391 Reduce breadcrumbs for users with limited permissions
Bug DOCS-10442 FE issues with RS builder, when all products are unsupported
Bug DOCS-10365 User permissions instititutional level "Rate Library maintainer" and "Party Admin" are not fully checked when FCS subparty exists
Bug DOCS-10327 Upon creating a new party user, user sees the tooltip where it should not be present
Bug DOCS-10425 Double-click on "+Add New Account" in clearing account library causes an error

 

June 27, 2022 - 1.0.215.14

Highlights:

  • Performance improvements for the downloading of reports from Agreement Search
  • Updated calculation of #Agreements on the Supported Products page
  • Additional tools for FIA Tech product management
Issue Type Issue key Summary
Story DOCS-10363 New logic to calculate "# Agreements" for Products page #2
Story DOCS-10463 Fix VC RTS job to reflect correct app target
Story DOCS-9983 Adapt Search screen reports to use the New Search logic for reports
Story DOCS-9806 Allow FIA Tech admin users to upload product delist date
Story DOCS-9150 Update field name to differentiate between standard and custom agreement templates
Bug DOCS-10303 Error when the user tries to upload executed agreement in the system
Bug DOCS-10321 When Party admin is creating/updating user save buttons is enabled before all required details are entered
Bug DOCS-10364 Clearing Accounts with spaces in the middle of the account ID cannot be edited in the UI
Bug DOCS-9955 CB and equivalent parties should not appear as acting in History upon RateSync
Bug DOCS-10041 Rate Schedule Download Report bug
Bug DOCS-8994 GUA API - File Name Truncated After Period
Bug DOCS-10386 Valid Delist Date upload fails with "This Group (All-) product doesn't exist within the system" error
Bug DOCS-10380 Fix the column width in Manage Parties page for Limits&Conditions composers
Bug DOCS-10408 Supported Products count issue
Bug DOCS-10415 Unsupported products affected agreememt hyperlink search results give out ALL results
Bug DOCS-10436 Delisting product does not work when Seg Mic is available for row
Bug DOCS-10423 Products page - # Agreements counter is not correctly counted in exchange and product group level
Bug DOCS-10437 Delist report changes date format is wrong
Bug DOCS-10427 Exemption recalculation is not triggered for RS which have "All" feature
Bug DOCS-10451 Delist validation - When one row fails valid row state text should be "Valid"
Bug DOCS-10265 Emails: incorrect date format for removed party from agreement
Bug DOCS-10328 Missing blank space in "edit rate lines" bulk editor flyout
Bug DOCS-10305 Manage party Active check box should be disabled at all times when role is not selected
Bug DOCS-10289 Transition Center: Reject All icon is not visible

 

May 23, 2022 - 1.0.213.20

Highlights:

  • Redesigned Manage Parties page
  • Additional party management tools for FIA Tech admins
Issue Type Issue key Summary
Story DOCS-10119 Update layout of Manage Parties page
Story DOCS-10206 Implement maintenance of DB table statistics
Story DOCS-9963 Add Institution Directory report to the Manage Parties page for FIA Tech admin use
Story DOCS-9954 Apply new design to Docs modals (pop-up windows)
Story DOCS-8180 Resolving of Static code analysis on the Docs project
Story DOCS-10133 Change wording of multi-select headers where no selection is made
Story DOCS-10132 Refactor App Logs table
Story DOCS-9911 Add modal window samples into the Design System page
Bug DOCS-9558 Emails - Last Modified fields don't always update accordingly
Bug DOCS-10186 Invalid column name for search sort: TraderRSState
Bug DOCS-10161 Error when sorting by the workstream status in the agreement search results grid
Bug DOCS-10139 Search displays 0 RS count for agreement, where RS was added in advanced initiation 
Bug DOCS-9980 When party does not have GUA party roles no GUA permissions should display for the party within the permission grid
Bug DOCS-10011 RS workstream is approved even if all products in the brokerage RS are unsupported after the rate sync
Bug DOCS-10118 Agreement initiated email shows incorrect date format when agreement is initiated in bulk
Bug DOCS-10101 Downloading agreement report with more than 20 000 agreements doesn't show message about report limit
Bug DOCS-10126 Fix the the error message when the user tries to search by Transition # providing a text
Bug DOCS-10125 Agreement initiation with inactive parties is possible
Bug DOCS-10074 "Bill to party" generates Customer value when "Customer Disclosed by Account Number" has been enabled
Bug DOCS-10158 If user clicks on linked "View user" button for C/T party in manage parties, user is redirected to search 
Bug DOCS-10046 Bill to Party has "Select" option while WS does not have it
Bug DOCS-10070 New Clearing accounts are lacking action checkbox
Task DOCS-10190 Fix  SendNotificationOnChangeRateSchedule error
Task DOCS-10166 Fix StyleCop issues, found in code

 

March 28, 2022 - 1.0.209.24

Highlights:

  • Enhanced performance for all searches made on the Agreement Search page
  • Implement single history record for clearing accounts added via the API in rapid succession
Issue Type Issue key Summary
Epic DOCS-9885 Refactor agreement search page to improve performance
Story DOCS-10048 Update iText package for new license
Story DOCS-9615 Batch clearing account API history records
Story DOCS-8422 Refactor Party Contact mapping implementation
Story DOCS-9948 Clean up rateScheduleProductRecountComplete code
Story DOCS-9804 Prepare system to allow FIA Tech admins to upload product delist dates
Bug DOCS-9960 Exemptions are copied from old to new party when transitioning agreements without RS workstream approvals
Bug DOCS-9959 Existing exemptions should be kept when rejecting agreement in the Execution state
Bug DOCS-10006 All agreements are returned when searching by non-valid transition notice ID
Bug DOCS-10002 Error when changing column width in the Compare Rate Schedules page
Bug DOCS-9984 Agreement Initiation - Bill to Party field should reflect the default party on the Advanced initiation screen
Bug DOCS-9982 Initiate Agreement - User with just initiator permission gets 403 on an initiation attempt
Bug DOCS-10018 When Clearing Broker or Carrying broker is inserted before, then the Bill to Party default value is not generated correctly
Bug DOCS-9912 Snapshot agreements are not included in the search results when clicking on the top-level #Agreement count on the Supported Products page
Bug DOCS-9936 "Agreement Dates Updated" email is sent even if dates are the same after the rate sync
Bug DOCS-9887 Entering name with special characters in Limits & Conditions institution chooser throws error (FIA Tech admin used only)
Bug DOCS-10019 When Clearing/Carrying broker is non existing/non conforming then it is not set as default Billing party
Bug DOCS-9275 RS library - Ordering should not be case sensitive
Bug DOCS-9941 GUA history records aren't displayed in some cases 
Bug DOCS-10020 When "Bill to Party" default role which is not CB is removed it stays selected in the field
Bug DOCS-9907 User is able to use space in executing and clearing accounts
Bug DOCS-9926 Account name in Manage Users is not disabled for editing
Task DOCS-10112 Fix tests for latest DOCS v209 branches

 

March 7, 2022 - 1.0.207.19

Issue Type Issue key Summary
Bug DOCS-10034 When initiation party is selected, DB connection can sometimes be slow resulting in the display of an error message that current user is not assigned to agreement
Bug DOCS-10035 User gets error when initiating an agreement that would result in a PNF request being generated
Story UH-382 Updated iText nuget packages for latest license

 

February 28, 2022 - 1.0.207.17

Issue Type Issue key Summary
Story DOCS-3440 Navigation improvements for "Create new user" screen
Story DOCS-9942 Improve workflow around GUA Advanced Initiation fields
Story DOCS-9849 Update Data in Docs Master Billing file
Story DOCS-9809 Make RemovedProductsCount non-nullable
Story DOCS-9782 Add framework to produce and consume messages through Kafka
Story DOCS-9756 Docs API - V2 Reference data
Story DOCS-9729 Use ApprovedOn column in Agreement Download PDF to populate Signed On date
Story DOCS-9610 Remove RemovedProductCountCalculator job and all unnecessary code
Story DOCS-9593 Update DateDue to be Date+30 calendar days in the Master Billing File
Story DOCS-9819 Add "Loading" indicators to DOCS party selection combo boxes
Story DOCS-9807 Update language in Product Upload Confirmation modal
Story DOCS-9750 Add extra information about initiating party to an Accelerate report
Story DOCS-9749 Simplify the dates, displayed in the Bulk agreement Accelerate report
Story DOCS-9746 Warn users, if only Duplicates are present in the Bulk and Exclude duplicates option is set
Story DOCS-8072 Remove GET /Status/Ping calls from the 3 Swagger pages
Story DOCS-7565 Remove redundant CreatedBy, CreatedOn setters
Bug DOCS-8883 Institution Free User Flag can be incorrectly modified when FIA Tech user saves non-conformed party
Bug DOCS-9774 Prior to page refresh user with several roles in agreement can edit WS, if admin has removed their permission
Bug DOCS-9841 Bulk Sync Rate e-mail failure texts are incorrect, it always shows "Could not find underlying agreement"
Bug DOCS-5932 System Process should be displayed for user in history tab
Bug DOCS-9213 Draft availability: non-initiator party on agreement gets wrong error message: 403: Permission denied when accessing agreements in Draft state
Bug DOCS-9569 Investigate error on Agreement initiation if Party names were Copy-pasted
Bug DOCS-9712 When user excludes duplicates for bulk initiation, the duplicates are included in the report
Bug DOCS-9740 Bulk initiation report files naming convention is not correct
Bug DOCS-9880 Executing and Clearing account download shouldn't cause an error if there are no rows
Bug DOCS-9525 Top level #Agreement count is not updated in the case when the Rate Schedule is removed from agreement
Bug DOCS-9587 Top level #Agreement count is not updated on the Supported Products page when exemptions are set
Bug DOCS-9751 Bulk Init report xls files Status description should have xls text wrapped functionality

 

January 31, 2022 - 1.0.205.19

Issue Type Issue key Summary
Task DOCS-9726 Update wording in email notification to bulk initiating user
Story DOCS-9618 Add Date Created column in Audit Logs table to correctly capture created date when delayed operations job runs
Story DOCS-9553 Populate proper Agreement Party Roles in "Bill to..." dropdown for Bulk agreements
Story DOCS-9752 Update Approve Checkbox to include green outline style 
Story DOCS-9735 Remove inactive Preferred initiator approval setting
Story DOCS-9724 Adjust text of "Initiate Agreement" button to reflect single vs multiple agreements being initiated
Story DOCS-9679 Update ProcessingFileWatcher arguements to modify the log folder structure
Story DOCS-9422 Fix Supported Products Modal Copy and Styles
Story DOCS-8856 Accelerate report for agreements initiated in Bulk
Story DOCS-8632 Configuration keys clean-up
Bug DOCS-9834 Agreement initiation fails when user initiates on behalf of an additional party role
Bug DOCS-9489 History record shows incorrect user as taking action on a GUA when UserHub shows last login date prior to action taken date
Bug DOCS-9026 No agreements can be suggested for this Clearing Account at this time error
Bug DOCS-9669 Counterparty doesn't see the advanced initiation details after rejecting the visibility request
Bug DOCS-9658 Free User checkbox: checkbox should be greyed-out for conforming subparty
Bug DOCS-9619 Supported Product audit logs are getting inserted for snapshot agreements
Bug DOCS-9560 Bulk Agreement Init VC job creates unexpected duplicates
Bug DOCS-9702 Text is overlapping on the agreement initiation page (IE only)
Bug DOCS-9641 "Unsupported" column title is not displayed in the Flat view
Bug DOCS-9625 When Bulk party has been copy pasted then sometimes an existing party is shown as non-existing
Bug DOCS-9605 Increase padding in the uploaded agreement workstream header
Bug DOCS-9518 Change text on manage parties page.
Bug DOCS-9473 "Approve Rate Schedule Workstream on Initiation" checkmark is not transferred to Draft and Pending states of the agreement
Bug DOCS-9111 Change text for the pop up when user does not have permission to approve LL.

 

2021 Releases

December 6, 2021 - 1.0.201.27

Highlights:

Issue Type Issue key Summary
Epic DOCS-885 Bulk agreement initiation 
Story DOCS-9678 Update Docs File Archive Logic
Story DOCS-9608 Setup an alert for AgreementBulkInititation by end-users
Story DOCS-8887 Add MICs to Supported Products page and export for FIA Tech users
Story DOCS-8855 Email notification to initiator for agreements initiated in Bulk
Story DOCS-9555 Remove unused code/proc for GetRsWorkstreamSupportedProductsInfo.sql
Story DOCS-9491 View only screen for non-initiating parties for agreements in Initiation Rejected state
Story DOCS-9383 Replace "User is currently editing this page..." exception with info message
Story DOCS-9031 Add "View Library" link under "Attach from Library" button on Advanced Initiation page
Bug DOCS-9246 RS WS - When user edits RS WS to "Do Not Attach Rates" it still validates RS not supported products
Bug DOCS-9396 Toggle for 'Auto Support New Products' should be saved for separate roles in Edit mode
Bug DOCS-9597 Free users are not able to access agreements in Pending Initiation state
Bug DOCS-9371 Initiate Agreement - No error appears when inputting duplicate parties
Bug DOCS-9395 Removed Products count is updated for non-editing users before workstream is saved
Bug DOCS-9333 Approve RS Workstream on Initiation checkbox is not disabled in some cases when a broker party is not approved by Customer/Trader
Bug DOCS-9582 Unsupported products - Send for Approval button doesn't change state instantly after discarding WS changes
Bug DOCS-9427 Incorrect workstream statuses when editing parties on uploaded agreement
Bug DOCS-9466 User permissions grid checkboxes are shifted on high-resolution screens
Bug DOCS-9472 Associated Rate Schedule names are not displayed when the agreement is in the Pending Initiation state
Bug DOCS-9488 Change On to on in confirmation modal in Manage Parties page.

 

November 8, 2021 - 1.0.199.18

Highlights:

Issue Type Issue key Summary
Epic DOCS-78 Maintenance of supported products reference data by brokers
Epic DOCS-9591 Apply Supported Products to Agreements
Story DOCS-9143 Fix/Update Reports Download Button
Story DOCS-9531 Adjust "# Agreements" column on Products page
Story DOCS-9444 Trigger agreement count calculation only on Save RS Workstream
Story DOCS-9378 Turn on the strictTemplates in angularCompilerOptions and correct some errors. Part 3
Story DOCS-9355 Turn on the strictTemplates in angularCompilerOptions and correct some errors. Part 2
Story DOCS-9256 Apply proper email regex for infrequently used fields
Story DOCS-9214 Create BulkPending agreement upon Bulk agreement init
Story DOCS-8609 Rework Agreement Intersection calculations
Bug DOCS-9362 "Error in Calling API" when attempting to permission users to large institution
Bug DOCS-9258 Null Reference error in Prod on AgreementRiskWorkstream
Bug DOCS-1684 403: Permission Denied Error when using account upload template

 

October 11, 2021 - 1.0.197.30

Issue Type Issue key Summary
Story DOCS-9133 Correct Flow tabs in multiple VC jobs where its missing 
Story DOCS-5332 Populate ApprovedOn, SentOn, RejectedOn fields in the Approves table using AgreementAuditActions table
Story DOCS-9182 Users should be warned about unsaved changes when navigating away from the Manage Parties page
Story DOCS-9163 Turn on the strictTemplates in angularCompilerOptions and correct some errors. Part 1
Story DOCS-9132 Add Region-level indicator for newly added products
Story DOCS-9305 Supported Products - Header Fixes
Bug DOCS-9387 Showing agreements count always 0 when party is not selected
Bug DOCS-9032 Fix Alignment on Executed Agreement Status Bar
Task DOCS-9204 Use GenericIdsParameter where possible

 

September 20, 2021 - 1.0.195.29

Highlights:

  • Rate Schedule report available on Agreement Search page
Issue Type Issue key Summary
Story DOCS-7095 Report with details from multiple rate schedules 
Story DOCS-9287 Docs API AgreementRiskUpdates Call optimization for normal api users
Story DOCS-9061 VC jobs should always use ISmtpService instead of SmtpService in the BatchImpl ctor
Story DOCS-8577 Implement "expandability" identifiers for grouped products
Story DOCS-9008 Update billing fields for Master billing file (and any sample files generated)
Story DOCS-8828 Exclude from billing firms that have onboarded less than 30 days prior the end of a billing cycle
Story DOCS-8644 Create individual billing reports for the per agreement costs for all billable institutions
Story DOCS-8640 Generate all final billing files onto an SFTP folder
Story DOCS-8357 Arrange default sorting on Rate Schedule view screens
Story DOCS-8802 Executed Agreement Stored Proc Enhancement
Story DOCS-7528 Debug Enabled
Story DOCS-7526 Misconfigured HTTP Header: SameSite Attribute
Story DOCS-7512 2.3.10 Weak Configuration - Strict-Transport-Security
Bug DOCS-9134 Users are getting DPA screen for Institution name after S193 release
Bug DOCS-9137 RS banner is stuck in the middle of the process
Bug DOCS-9280 Infinite loop bug in RS download
Bug DOCS-9119 Fix Docs Billing Visual Cron Job
Bug DOCS-9118 Delete Current Quarters Data throws a Memory Exception
Bug DOCS-9063 RateScheduleAgreementHtml Null Ref Error
Bug DOCS-9038 Duplicate Key Exception for CA Upload
Bug DOCS-8974 Docs Billing - NonStp Storage aggregated count is not distinct
Bug DOCS-9093 Executing account download fails sometimes with sql exception
Bug DOCS-9057 Initiate Agreement link elements are present in DOM for user without rights to Access the page
Bug DOCS-9095 Supported product grid is shaking when  history tabs are clicked.
Bug DOCS-9178 Products page - Unexpected 403 error on page load
Task DOCS-9123 Investigate the loading of the Supported Products page without default party selected

 

August 16, 2021 - 1.0.193.17

Highlights:

Issue Type Issue key Summary
Epic DOCS-7374 Advanced Agreement Initiation
Story DOCS-9035 Downgrade *.Unsafe dll to 4.* for 192 and 193
Story DOCS-9020 Implement the feature key to alter synchronous and async RS WS products calculation
Story DOCS-8983 Create Stored Procedure to calculate Supported Products data in agreement RS WS
Story DOCS-8885 Adjust agreement Drafts to be visible by the initiating party only
Story DOCS-8795 Error message update when accessing Agreements and Documents that the user is not entitled to 
Story DOCS-8641 Maintain a date of when an institution (highest party level) becomes billable
Story DOCS-8658 Information Disclosure via Error Handling
Bug DOCS-9075 Supported product page displaying No records available
Bug DOCS-9070 Upload Agreement - "Save Draft" button should be present for Agreement Initiators
Bug DOCS-8876 Agreements in Pending Initiation state are not sent as deleted for Atlantis type API users
Bug DOCS-9062 Concurrency Exception in RateSchedule SendToApprove
Bug DOCS-8977 The "Agreement initiated" history record is missing if the agreement is initiated after approving a visibility request
Bug DOCS-8712 Email notification is not sent when associating Clearing Account with suggested agreements

 

July 19, 2021 - 1.0.191.22

Issue Type Issue key Summary
Story DOCS-8972 Remove the "Pending" status for Supported Products count
Story DOCS-8893 Adjust Rate Schedule WS to support delayed operations on Products
Story DOCS-8854 Disable saving agreement as Draft for Bulk agreements
Story DOCS-8459 Display "You are initiating:" modal upon bulk initiation
Story DOCS-8354 Adjust notification Emails for simultaneous actions, done upon initiation
Story DOCS-8871 Docs API AgreementUpdates Call optimization for normal api users
Story DOCS-8353 Arrange History Records for simultaneous actions, done upon initiation
Story DOCS-8179 Upload clearing accounts for my party: email notification
Story DOCS-8066 Add Rate Schedule WS Info to Initiation: Approve on initiation
Story DOCS-8859 Set maximum number of agreements for Bulk agreement initiation
Bug DOCS-8872 Email deleted notification for party changes are sent with the incorrect party information
Bug DOCS-8512 Manage Parties - Removing Contact from Master preferences doesn't generate a Party history record
Bug DOCS-8236 Redundant history record when editing parties on agreement while agreement is in Composition
Task DOCS-7183 Add share for r/o users to review processing directories on batch servers

 

June 21, 2021 - 1.0.189

Issue Type Issue key Summary
Story DOCS-8654 Require the addition of an "all" product when adding new product groups to an exchange
Story DOCS-8731 Users display as associated to parties for which they only have Agreement Viewer permission
Story DOCS-8781 Display load time for multiple DOCS screens
Story DOCS-8793 Docs API Updates Call optimization
Story AC-321 Update Owin to latest version in all products
Story AC-238 Upload and download signed DPA pdf documents
Story UH-349 Capture contact details also for participants that have physically signed the DPA
Story DOCS-8770 Investigate immediate supported products recalculation for rate schedules uploaded in the workstream
Story UH-357 Bypass DPA Agreement and DPA Contacts for user simulation
Bug DOCS-8555 Adding existing Clearing Accounts in the Docs api results in 500 error

 

May 31, 2021 - 1.0.187.29

Issue Type Issue key Summary
Story DOCS-8782 Supported Products feature flag break-up
Bug DOCS-8695 Agreement Page - Party Links to "User directory" are not working

 

May 24, 2021 - 1.0.187.24

Highlights:

  • Executing account report available on the Agreement Search page
Issue Type Issue key Summary
Story DOCS-8838 Introduce config entries for Parallel Threads in the CA Suggested Agreements and CalcData
Story DOCS-8772 Add non-unique non-clustered index on AgreementsCount column in ProductPartyRolePermissions table
Story DOCS-8537 Users display as associated to parties for which they only have Agreement Viewer permission
Story DOCS-8105 Export All Executing Accounts
Story AC-307 Reduce whitespace in workstream widget expanded view
Story DOCS-8539 Unity upgrade changes
Story AC-309 Add items per page for Docs Workstream Status widget
Story AC-302 Update Unity to latest version in all products
Story AC-260 Upgrade Angular from 7 to 10 / CI Angular Client - Azure
Story DOCS-8651 Add element IDs to the Supported Products page
Story DOCS-8604 Update the wording of tooltips
Story DOCS-8543 Update N and Y wording within the "Removed Products"column
Story AC-311 Cleanup common packages and binding redirects
Bug DOCS-8701 Resuming Agreement from Suspension doesn't work on Agreement screen
Bug DOCS-8689 Columns of Party History tab filters are jumping
Task DOCS-8590 Investigate irrelevant data display on Products page when navigating
Task DOCS-8391 Investigate possibilities of Agreement Search tuning

 

April 28, 2021 - UH 1.2.185.14

Issue Type Issue key Summary
Bug DOCS-8666 Agreements Inaccessible - Error in calling API. 'v2/users'
Bug UH-350 Invalid SignDpaAgreement request Warning when attempting to Sign DPA

 

April 26, 2021 - 1.0.185.23

Highlights:

Issue Type Issue key Summary
Story DOCS-8387 Display Action Pending and Visibility Request rejection notifications in Pending Initiation/Initiation Rejected
Story DOCS-8386 Provide Additional PNF Request Info to Agreements in Pending Initiation
Story DOCS-7943 Provide Additional Visibility Request Info to Agreements in Pending Initiation
Story DOCS-8360 Add version year to Docs API AgreementDetails call v2 - non-breaking change
Story UH-76 Send email alerting users to password and API key expiry
Story DOCS-8455 Add a timer on the Search Agreement Page
Story DOCS-2416 Download Clearing Account from Agreement Search Screen
Story DOCS-8350 Use FIA Tech Ref. Data Manager admin role in the system
Story DOCS-8536 Change AppCode length to 50 in nlog app.config
Story AC-283 Update Workstream Status widget UI issues
Story AC-293 Update Automapper to latest version in all products
Story UH-348 OCR and Docs admins should be able to assign the Contact admin permission in UserHub to the participants for which they are admins
Story UH-345 Turn off browser autocomplete suggestions on all pages in UH
Story UH-342 Create a new permission for managing contact information in UserHub - Contact Admin
Story UH-340 Display DPA contact information in the grid itself on the Agreements & Protocols page
Story UH-333 Modify internal APIs to remove check for website being sitedown
Story DOCS-8375 Implement Workstream Status on/off spinning indicator
Story AC-287 Change icons for non-applicable Workstream Status sign
Bug DOCS-8492 Selecting from the available list of jurisdictions results in an error if the selected jurisdiction is longer than 50 chars
Bug DOCS-8610 Supported Products - API - Incorrect Value Passed for ExchangeCode
Bug DOCS-8475 Party Admins are unable to generate api keys for their party users
Bug UH-352 Clear Users collection inside Participant inside URA inside User collection
Bug DOCS-8636 LCC Agreement Upload doesn't work - Error in DocsProcessingFileWatcher job
Bug DOCS-8580 Unable to Add User Role as Admin
Bug DOCS-8562 Error in manage users page when user is only party admin
Task DOCS-8409 Adjust Clearing Account association tracking to work with Notification Processor
Task DOCS-8432 Create a URL for GUA Adopting Parties webpage

 

March 29, 2021 - 1.0.183.26

Highlights:

Issue Type Issue key Summary
Story DOCS-6823 iText license changes
Story DOCS-8388 Remove existing DPA check and popup display logic in Docs
Story DOCS-8289 Build VC job to pre-calculate Workstream status data
Story UH-339 Show DPA Contacts screen to users after signing the DPA
Story AC-213 Add Workstream Status Widget to Accelerate dashboard
Story AC-279 Improve party selector dropdowns within the WS Status report widget
Story DOCS-8137 Risk Api v2 - New Project Part 2
Story DOCS-8167 Create the stored proc to support Dashboard workstream widget
Story DOCS-8154 Merge PartyContact table design changes
Story DOCS-7484 Batch Email Notifications for API Clearing Account Updates
Story DOCS-8195 Add sorting to workstream status columns on search
Story DOCS-8133 Update contents of clearing account report
Story DOCS-8270 Rename 'Api User' to 'Gua Api User'
Story UH-308 Expand unit test coverage for email processor
Story UH-298 Differentiation between normal user accounts and API accounts
Story AC-280 Use GetEntitlementsXml from Shared to pass as parameter for UserHubWebApiAdapterMock
Story DOCS-8191 Add Tooltips to Workstream Status columns in the Agreement Search
Story DOCS-8183 Investigate and turn on some of eslint rules
Story DOCS-8349 Remove timestamp from the DOCS agreement export PDFs
Story DOCS-8212 Enable agreement transitioning for new EFRP agreement types
Story DOCS-8274 Use GetEntitlementsXml from Shared to pass as parameter for UserHubWebApiAdapterMock
Story DOCS-8240 Change icons for non-applicable Workstream Status sign
Story UH-330 Hide Security Questions, Last Login and Password Expiry info for "API Only" user types on Manage page
Bug DOCS-8330 Fix the date format within the DOCS agreement export PDFs
Bug DOCS-8153 Null Reference error in Prod on AgreementRiskWorkstream
Bug DOCS-8084 GetAgreementRiskViewModel Null Error
Bug AC-291 Memory leak when removing the widget while data are loading
Bug AC-282 Workstream Status widget UI issues
Task DOCS-8409 Adjust Clearing Account association tracking to work with Notification Processor
Task DOCS-8374 Implement Clearing Account association tracking
Task DOCS-8456 Refactor AgreementRemovedProducts view to make it less resource consuming

 

March 1, 2021 - 1.0.181.19

Highlights:

Issue Type Issue key Summary
Story DOCS-7372 Implement 2021 EFRP Block Agreements
Story DOCS-8003 Add new agreement party role Broker to support implementation of new EFRP agreement types
Story DOCS-7547 Bulk CA flyout: implement "Select all" option
Story DOCS-7100 Implement e-rate search and PDF rate schedule search as separate components
Story DOCS-7733 Risk Api v2 - New Project
Story DOCS-8006 Give users the ability to update from 2017 or 2008 EFPT/EFPC agreement versions to 2021
Story DOCS-1758 Agreement Search - Include Approval Matrix in Results Columns
Story DOCS-8239 Improve Agreement Search page performance
Story DOCS-8224 Apply Session state fix in AgreementApi and AgreementRiskApi
Story DOCS-8198 AppCues - Sprint 181 New Feature Tour
Story DOCS-7876 Adjust the grouping of products in GUA rate schedules hierarchical view
Story DOCS-7276 Add default brokerage currency column to supported products page
Story AC-237 Download signed DPA
Bug DOCS-7307 Clearing Account Last modified by User is not Properly Displayed Following REST API Account Addition
Bug DOCS-8109 2017 versions of LMETXM and LMETXMCB templates are missing
Bug DOCS-8085 Fix Duplicate Key Exception
Bug DOCS-8152 'Help' dropdown in Docs is partially blocked by the 'Find Agreement' field 
Bug DOCS-7970 Error in calling Api. 'emailQueueDepth',
Task DOCS-8061 Migrate from tslint to eslint

 

February 8, 2021 - 1.0.179.21

Issue Type Issue key Summary
Bug DOCS-8196 Product page doesn't load with any information upon page access
Bug DOCS-8182 Rate schedules with banded rate download with incorrect "band rate type"

 

February 1, 2021 - 1.0.179.20

Highlights:

Issue Type Issue key Summary
Epic DOCS-2089 Bulk update clearing accounts in library
Story DOCS-7916 Replace Status with State in Agreement Search exports
Story DOCS-7963 Include LEI and Docs PartyID data in Counterparty Report
Story DOCS-7936 Create Swagger page for RateSchedule Api
Story DOCS-7935 Create Swagger page for Agreement Api
Story DOCS-7929 Investigate/prepare to Angular 10 migration
Story DOCS-7912 Refactor trigger approach in shapshots for partyRolePermission
Story DOCS-7843 Workstream status report
Story DOCS-7778 New Font Style for non-active users: RS Library
Story DOCS-7777 Analytics - Add Unique IDs to sections with mailto links
Story DOCS-6611 Process bulk clearing account notifications
Story DOCS-7983 Adjust wording in pop-ups
Story DOCS-7707 Display loading spinner when switching between Supported Products history tabs
Story DOCS-4813 Remove Rank from DocsWebApi-RateSchedule RatesModel - Breaking change (v2 only)
Story DOCS-1372 Reverse Approval action on agreements in Execution
Bug DOCS-8063 Section 2 Notice: there are more email recipients than expected
Bug DOCS-8025 Wrong "Approved by" party information appears in email notifications if the user represents several parties on the same agreement
Bug DOCS-8004 New user accounts cannot be edited in Docs until the email address has been verified
Bug DOCS-7989 Email notification is not sent when a signature file is uploaded for a non-conformed party
Bug DOCS-7960 Session expiration pop-up header is not visible in Docs
Bug DOCS-7944 User admins are unable to create additional user accounts under some conditions
Bug DOCS-7830 Sign Agreements checkbox should be checked for all newly created parties
Bug DOCS-7430 DocsSuggestedAgreementsRecount job may fail under some conditions
Bug DOCS-8144 Supported Products export button should be disabled when there are zero records in the grid
Bug DOCS-8112 Excessive history records when creating a new party
Bug DOCS-8078 Prod Client error Unable to get property 'length' of undefined or null reference
Bug DOCS-8075 Bugs around the User Permissions grid for party admins
Bug DOCS-8069 Workstream Report is not prepared in the Accelerate Reports page
Bug DOCS-8015 Error when Party Admin tries to save a new user
Bug DOCS-7996 "Object reference not set to an instance of an object" error when saving user permission updates
Bug DOCS-7978 Error when the user tries to edit Clearing account right after restoring it from the archive
Bug DOCS-7973 The user is able to save Clearing Account Expiration Date that is earlier than Effective Date
Bug DOCS-7972 CA bulk expire reports are not prepared in the Accelerate Reports page
Bug DOCS-7955 Product Type dropdown should contain only relevant options
Bug DOCS-7924 Workstream lock causes error if party becomes non-conforming
Bug DOCS-7921 Clearing Account can be associated to duplicate agreements by bulk association
Bug DOCS-6976 "Jan" month is shown as a year on a calendar instead of separate month
Bug DOCS-2500 Add Clearing Account in Workstream missing inline labels
Bug DOCS-2017 Error when initiating agreement with Party name greater than 200 Characters
Bug DOCS-8131 The beginning of the month is not displayed when switching between months in the date picker
Bug DOCS-8127 "Last Action" column text updates only after the page refresh
Bug DOCS-8110 Dialog box need to be fixed
Bug DOCS-8074 Full agreement workstream states appear as "N" if the party gets conformed after the agreement was executed
Bug DOCS-8030 Fix column names indicating agreement state around the system so they all say "State"
Bug DOCS-8024 Agreement party role should be used in email notifications
Bug DOCS-8021 Agreement party role should be used in "On Behalf Of" dropdown
Bug DOCS-8017 Align "Associate accounts to agreements" pop-up calendar style with other calendars in the system
Bug DOCS-6366 Last modified by is not updating for DELETE /rateSchedule API call in RS Library

 

2020 Releases

December 14, 1.0.175.37

Issue Type Issue key Summary
Story DOCS-7953 Agreement Details v1 API should not send Rate Schedule row containing v2 rate types
Story DOCS-7869 Adjust handling of API v2 specific Rate Types within DOCS

 

December 7, 1.0.175.36

Highlights:

  • Roll out of new rate types for BPS (underlier price) and % dividend notional
  • Display DPA modal to all users for signature
  • Display DPA status for parties
  • Align modal styles across full system
Issue Type Issue key Summary
Story DOCS-7680 Update rate type names on UI and introduce new rate types for BPS and Percent Dividend Notional
Story DOCS-7801 Modify all pop-ups to use new styling #2
Story DOCS-7732 Add a new project called RateScheduleWebApi for RateSchedule v2 API
Story DOCS-7731 Add a new project called AgreementWebApi for Agreement v2 API
Story DOCS-7673 Update error messaging for PDF files that cannot be downloaded
Story DOCS-7575 Add active/inactive flag to products within rate schedules and agreement details API calls - nonbreaking change
Story DOCS-7569 Investigate and adjust ProductAuditAction
Story DOCS-7567 Display DPA to all users for signature
Story DOCS-7521 Update iText Nuget Package
Story DOCS-7447 Warn user of unsaved changes upon navigating away from agreement
Story DOCS-5330 Modify all pop-ups to use new styling #1
Story DOCS-533 Loading spinner should keep the application menus clickable
Story DOCS-7740 Remove 25px bottom padding from .status-bar on agreement
Story DOCS-7718 Use inactive font style for archived accounts
Story DOCS-7555 Align fonts of History records for actions with Products
Story DOCS-7438 Separate FCS Rate Schedules component from GUA Rate Schedules
Bug DOCS-7826 RestApiV2Enabled FiaSiteConfig key works only after IIS restart
Bug DOCS-7682 Docs is sending emails to non-validated user hub email addresses
Bug DOCS-7881 Light footer part appears while loading pages in DOCS
Bug DOCS-7861 Error in calling Api (UH)
Bug DOCS-7824 Fix the tooltip in case of non-valid signature file
Bug DOCS-7823 Non-valid Risk Limit files can be downloaded from GUSA agreements
Bug DOCS-7765 Notice sender user is displayed as non-active in transition notice details
Bug DOCS-7660 Fix border width in Clearing Accounts library
Bug DOCS-7650 Users are displayed as non-active in Transition Center and Counterparty report

 

November 9, 1.0.173.24

Highlights:

  • Display last modified information on the Supported Product page
Issue Type Issue key Summary
Story DOCS-7623 Adjust rules for opening Rate Schedules in tabs
Story DOCS-7573 Call Appcues.Page() on each page change
Story DOCS-7525 Remove the "new design" of GUA search tab
Story DOCS-7443 Show last modified information within the Supported Products Page. Show history section on Supported Products page
Story DOCS-7381 Implement VC job to process Product uploads and history records
Story DOCS-7612 Make Party Name column unique
Story DOCS-7606 Normalize styles on the manage party page
Story DOCS-7560 DPA status display on parties in Docs
Story DOCS-7494 Implement Virtual scrolling for Supported Products history
Story DOCS-7483 Display suggested agreements column to non-CB parties
Story DOCS-7439 Upgrade Angular, Kendo and NGRX dependencies
Story DOCS-7437 Angular update for DOCS: detect the version to upgrade to
Story DOCS-7357 Implement Products caching
Story DOCS-6991 Integrate reporting stored procs in repo
Bug DOCS-7445 Exclude potential duplicate agreements from suggested agreements
Bug DOCS-7667 Wrong Execution Type on Sub products
Bug DOCS-7676 Archive Clearing Account flag doesn't take effect until IIS is restarted
Bug DOCS-7753 Transition Updater TimeOut 
Bug DOCS-7459 User is not able to save exemptions for product groups with a single product
Bug DOCS-7544 Once agreement is stale, "Last Modified by" field equals "Unknown" instead of "System Process"
Bug DOCS-7587 Visibility requests for uploaded agreements don't appear in the Dashboard
Bug DOCS-2104 Adding an Executing Account as EB initiates an amendment in some corner cases
Bug DOCS-7611 "All Brokers" scrollbar indicator may disappear from the visible area
Bug DOCS-7558 Fix the text that is displayed when the system is loading Supported Products history
Bug DOCS-7574 Misleading Last Action information for non-broker parties
Task DOCS-7312 Investigate inconsistencies for same Clearing Account ID in AgreementClearingAccount and ClearingAccount tables
Task DOCS-7285 Investigate Rate Schedule page slowness

 

October 12, 1.0.171.23

Highlights:

Issue Type Issue key Summary
Story DOCS-7454 Implement support of new GetAllAdmins method in DOCS #2
Story DOCS-7378 Improve performance of Counterparty Report page
Story DOCS-7395 Archive Clearing Accounts
Story DOCS-7497 Allow underscore in clearing and executing accounts
Story DOCS-7407 Find unused methods in the whole code and delete if not needed
Story DOCS-6923 URL should always contain the agreement Id for any agreement workflow
Story DOCS-1760 Show "loading" and "no results" found in combo boxes
Story DOCS-7336 Add a new date in the backend for products - delist date
Story DOCS-7290 Build VC job to verify all PDF attachments
Story DOCS-7458 Improve header of "Associate accounts to agreements" modal 
Story DOCS-2356 Agreement in Initiation Rejected should show the agreement state in the status bar
Bug DOCS-7520 User is unable to update permissions for themselves if they only have party admin for some parties within their institution
Bug DOCS-2516 "Add All" action adds effective and expiration dates from Available Clearing Accounts
Bug DOCS-2663 Clearing Account Workstream Search Field is Case Sensitive when it shouldn't be
Bug DOCS-5573  DOCS UI:  In "Transition Center" -- the last 5 columns have numeric values in them, which are left-aligned and right on the border b/w this column and the previous column
Bug DOCS-5043 Docs Agreement Report Displays JIRA ID and individual FIA Tech Admin For "Modified By" Field
Bug DOCS-7463 Feature flag update doesn't automatically apply for all web servers
Bug DOCS-3424 Agreement search - Party search popup query is inefficient
Bug DOCS-7367 Non-active user account name is not displayed in correct font in some pages
Bug DOCS-7363 User name is not displayed in non-active user font in some pages when user permissions are removed
Bug DOCS-7398 FIX icons and tooltips in Risk Limits workstream of GUSA agreements

 

September 13, 1.0.169.31

Highlights:

  • Prevent uploads of PDF files that cannot be read by system
Issue Type Issue key Summary
Story DOCS-5560 Use PreviousState to present agreements sent back to PendingInitiation as Deleted over the API
Story DOCS-1972 Disallow upload of certain PDF files
Story DOCS-7441 Implement Refresh button for the Clearing Accounts Library page
Bug DOCS-7418 Error when user tries to download an agreement
Bug DOCS-7486 Clearing Account Library - When attaching CA to an Agreement through Suggested Agreements modal, CA is attached with empty description
Bug DOCS-7414 Redundant history record "Executing accounts edited and TBA selected" is created on Rate Schedule workstream save
Bug DOCS-7254 TradeReport processor failure mode doesn't fail the job
Bug DOCS-6423 Agreement deleted message does not display deleting user when searching from Accelerate widget
Bug DOCS-6230 Download agreement error
Bug DOCS-3142 Error in case two user tries to make changes on transition agreements page at the same time
Bug DOCS-7369 Non-active users are not displayed correctly in Manage Users page
Bug DOCS-6662 FIA Tech admin is not able to deselect "Free user" checkbox, if it was selected for CB/EB party in the past
Bug DOCS-2008 Search icon is missing in Agreement search contacts
Bug DOCS-1876 Upload button issue
Task DOCS-7426 Change DocsSuggestedAgreementsRecount job from daily to every minute

 

August 31, 1.0.168.29

Highlights:

Issue Type Issue key Summary
Epic DOCS-7392 Suggest agreements to which an account can be added
Story DOCS-7337 Clearing Account calculation in a batch job
Story DOCS-7292 New Font Style for non-active users: all other pages
Story DOCS-7207 New Font Style for non-active users: Agreement/Document page
Story DOCS-7204 Add Unique ID's for Workstream Actions for Analytics
Story DOCS-7049 RS Builder: Brokerage amount should not require leading 0 before decimal
Story DOCS-5684 Make LastModified column non-nullable in Agreement table
Bug DOCS-5790 PartyID is populating as NULL in AgreementParties
Bug DOCS-7322 Restricted characters are not validated when uploading file in the workstream
Bug DOCS-7287 History tab: some records for actions are not displayed for workstream tabs
Bug DOCS-6945 Error message when trying to create a user that already exists in UserHub is inappropriate at times 
Bug DOCS-6433 Following agreement deleted but still showing in UI.
Task DOCS-7355 Improve Products download file processor
Task DOCS-7255 Include the API principles in the most recent API documentation

 

August 16, 2020 1.0.167.24

Highlights:

  • Navigation improvements in the rate schedule builder
Issue Type Issue key Summary
Story DOCS-99 Add new product reference data - FIA Tech admin ref data management
Story DOCS-7032 Remove Local cache in Docs which uses entitlements
Story DOCS-6795 Download template for Docs product additions - FIA Tech admin
Story DOCS-7071 Agreement Updates call should restrict the time horizon to 1 year
Story DOCS-7046 AutoFocus Rate Schedule Name Field in "Build New" Rate Schedule Modal
Story DOCS-7027 Clicking on a menu option should allow users to navigate to landing page for the section
Story DOCS-7047 RS Builder: Advancing Fields
Story DOCS-7143 Build integration tests for search functionality (GUA, series #3)
Story DOCS-4300 Show number of contacts, associated with party
Story DOCS-7128 Add Searching Progress icon to Party Search Modal
Story DOCS-7104 Implement virtual scrolling for Transition center page
Story DOCS-6614 Adjust contents of tooltips, displayed for unsupported products
Story DOCS-7112 Remove Soap Api from Docs solution
Bug DOCS-6577 Clearing accounts are missing for trader or customer in the clearing accounts table and library
Bug DOCS-7217 Signature file "Replace", "Download", "Revoke" features in Counterparty Report page don't work for FIA Tech GUA Level 1 Support admins
Bug DOCS-7149 Counterparty Report for FIA Tech GUA Level 1 Support admins is displayed in party user format
Bug DOCS-5916 Party contact deleted from User Hub, but still shows on PDF contact page 
Bug DOCS-1459 Agreement Search CSV - All party fields populate with status value, even if not party on agreement
Bug DOCS-4239 Spacing is off in Paragraph 7a of STDT Agreement
Bug DOCS-2520 Rate Schedule Library: 'Enter' key on keyboard doesn't perform any action
Bug DOCS-7265 Default sorting within groups of Supported Products page is not working correct for FIA Tech admins

 

July 17, 2020 1.0.164.45

Issue Type Key Summary
Bug AC-202 Timeout counter can become out of sync resulting in early timeouts
Bug AC-198 Session warning popup closes on clicking outside the popup

 

July 13, 2020 1.0.164.44

Highlights:

Issue Type Key Summary
Story AC-34 Include sort by Atlantis volume in the Docs Pending Actions widget
Story DOCS-6408 Show effective date information on non-Executed agreements matching to Atlantis volume
Story DOCS-5376 Update rate schedule view to allow hierarchical view of products
Story DOCS-6554 Implement rules of default sorting within groups for Rate Schedules in hierarchical view (GUA)
Story DOCS-6253 Update UI to display no "Bill To" value when database shows a null
Story DOCS-6583 Update England & Wales paragraph placement on EFP agreements
Story DOCS-1533 Update naming of address fields to align them across locations
Story DOCS-5556 Refactor SaveParty method #1
Story DOCS-5344 Add Transition information to the cloned Agreements history
Story DOCS-6182 Update buttons to say "Export" when report ends up in reports library
Story DOCS-6220 Update History records with actual transition notice IDs and hyperlinks
Story DOCS-5377 Add toggle to rate schedule editor to switch from hierarchy to builder view
Story DOCS-5951 Automatic entitlements for Limits and Conditions Center visibility 
Story DOCS-6310 Display Product group for the new exclusions on the FlyOut
Story DOCS-6422 Align Executing Account Table with Clearing Account table
Story DOCS-5134 Restrict characters allowed in clearing and executing account account ID fields
Story DOCS-5149 Align fonts of party names in Clearing Accounts Library
Story DOCS-4316 Move Docs email templates to Content
Story DOCS-5865 Show generic error message when something unknown goes wrong
Story DOCS-6885 Update batch notification flow to properly alert on timeouts
Story DOCS-7021 Refactor Counterparty Report SQL
Story DOCS-1396 Give users an option to modify incorrect jurisdiction on migrated LME agreements
Story DOCS-5141 Align fonts of party names on Manage Users screen for FIA admins
Story DOCS-3895 Set proper Initiating Party for cloned agreements
Story DOCS-4773 Align behavior of main menu items when user is already on page in question
Story DOCS-5142 Align fonts of party names on User Directory screen
Story DOCS-5133 Align fonts of party names on Manage Parties screen
Story DOCS-6793 Remove "Primary Contact" column from Manage Parties page
Story DOCS-5147 Align fonts of party names in Rate Schedule Library
Story DOCS-5144 Align fonts of party names in Transition Center
Story DOCS-5060 Implement "Download Template" button in L&C Center
Story DOCS-6803 Updates to text on screen for uploaded agreement
Story DOCS-4542 RS Builder - Default "Rate Type" field to "Per Contract"
Bug DOCS-6472 Default Limits & Conditions not applied when agreement goes to Pending Initiation prior to composition (non-conformed party case)
Bug DOCS-6466 Inactive Product Groups with no products display in rate schedule builder
Bug DOCS-6357 DailyIM can be set as 0 (zero) via API
Bug DOCS-6524 Some agreements are not updated with party's non-conforming party role status
Bug DOCS-6579 Docs Rest Api delete routes should not change with swagger page groupings
Bug DOCS-6651 Pop-up menu is not shown on mouseover action
Bug DOCS-6774 "The given key was not present in the dictionary." error appears upon opening Rate Schedule
Bug DOCS-6663 LME: Approval for CA Workstream is preserved in case description updated in CA Library
Bug DOCS-6901 Error in L&C workstream for Uploaded agreement
Bug DOCS-7158 Party admin entitlement issue
Bug DOCS-6775 Clearing account API always showing when adding CA from clearing account library "Clearing Account Already Exists”
Bug DOCS-6062 Trader References - Agreement Contacts types are not saved if saved together with Override Master
Bug DOCS-6501 Remove API-related checkbox, if Free User is selected
Bug DOCS-5369 Remove "Update Available" link for agreements in Terminated state
Bug DOCS-6594 Party management pages may load partially, when many of these are opened one by one
Bug DOCS-6367 Party history records in relation with FIA Tech GUA Level 1 Support admin
Bug DOCS-6660 Fix 'Add Line' and 'Delete All' button style
Bug DOCS-6734 Actions taken by FIA Tech Support admins should be displayed same as taken by FIA Tech EGUS admin in context of history records
Bug DOCS-6840 History Tab: entry after update Clearing Accounts workstream is displayed on Rate Schedule History tab
Bug DOCS-6865 No space between numbers on search screen count
Bug DOCS-6898 CustomerReference Field in API should point to Trader ONLY if Customer is not present
Bug DOCS-6810 Executed Date provided by the user should be populated in "Executed Date" column of Agreement Search download file for uploaded agreements
Bug DOCS-6797 Commit Date of agreement should be displayed in Agreement Search download file "Uploaded Date" column
Bug DOCS-6873 Counterparty Report download is very slow for 4909 parties
Bug DOCS-7020 Only associated agreements should be displayed when navigating to the new agreement search page from the Clearing Accounts page
Bug DOCS-7019 Agreement type is not selected correctly when navigating to the new agreement search page from the Dashboard
Bug DOCS-6958 Clearing Accounts Library party dropdown items are loaded slowly in Internet Explorer
Bug DOCS-6878 Limits & Conditions Center party dropdown items are loaded slowly in Internet Explorer
Bug DOCS-7154 Invalid phone numbers entered on user accounts should present an appropriate error
Bug DOCS-6359 Compare Rate Schedules grid is not aligned with common style
Bug DOCS-6363 View mode of Limits & Conditions differs from other grids in view mode
Bug DOCS-6356 White border line is missing for several grids
Bug DOCS-6353 Some Rate Schedule actions causes opening of a new window instead of new tab in IE
Bug DOCS-6416 Inactive parties are not displayed in gray font in Emails Settings page
Bug DOCS-6415 Agreement details can be still added if uploaded agreement file was deleted
Bug DOCS-6412 'Export Accounts' link in Clearing Accounts workstream does nothing if no accounts are attached to agreement
Bug DOCS-6425 Selecting label affects wrong checkbox in Limits&Conditions bulk flyout editor
Bug DOCS-6599 Bugs around 'Replace' icon in Rate Schedule workstream
Bug DOCS-6598 Edit pencils are not left-aligned in rate schedules that contain some invalid rows
Bug DOCS-6656 "Save" and "Clear" buttons should be right-aligned
Bug DOCS-6740 Numbers should be right-aligned and displayed with 5 decimal places in rate schedules
Bug DOCS-6748 Rate Schedule Library is not reloaded if user clears search criteria using the Backspace key
Bug DOCS-6979 Fix Limits & Conditions bulk editor button style in Internet Explorer
Bug DOCS-7129 Rate Schedule Library - Sorting by "Last Mod. By" and "Last Mod. Date" columns in Ascending order is incorrect
Bug DOCS-7147 Add link to open in a new tab for Manage Users and Parties.

 

June 07, 2020 1.0.153.87

Issue Type Issue key Summary
Story DOCS-6980 Revert to old search layout for GUA tab (task #2)
Story DOCS-6884 Remove while loop from Bulk LC job so that it shuts down the job after every successful run
Story DOCS-6872 Instead of deleting QueuedWorkstream on success, preserve it by keeping SUCCESS in FailedAgreements column
Story DOCS-4453 Add rest api full request and response in logs files and truncated versions in app logs.
Bug DOCS-7017 Error in redirection from Counterparty page to the new GUA Search page
Bug DOCS-6600 Agreement History tab is not updated after most of the user actions

 

May 18, 2020 1.0.153.72

Highlights:

  • New search screen
  • List of products available for rate schedule creation
Issue Type Issue key Summary
Story DOCS-5832 Behavior of CA Library and RS Builder grids: common features
Story DOCS-6026 Adjust permission inheritance on Manage Users screen
Story DOCS-5908 Update Agreement search to new design and interactions
Story DOCS-6124 Update menu item names
Story DOCS-6115 Update billing file to exclude non-STP to STP agreements
Story DOCS-4704 Adjust permission inheritance on Manage Users screen #1
Story DOCS-5840 Improve checkboxes and their labels
Story DOCS-5798 Get rid of 90s timeout in sql repository queries
Story DOCS-5681 Update system menu to support viewing products in Docs
Story DOCS-4987 Show all Products in the system
Story DOCS-4037 Identify suggested agreements
Story DOCS-1407 Show associated agreements in Rate Schedule library
Story DOCS-5810 Implementing Push mechanism from batch job which creates the report to Accelerate Reports badge
Story DOCS-6113 Add ErrorCode and ErrorMessage to all 404 response in Docs Api
Story DOCS-4479 Add Transition information to the Agreement History Record
Story DOCS-3104 Logical party role delete
Story DOCS-5823 Download list of Supported Products
Story DOCS-6039 Remove all overrides to kendo-grid css in Docs and start using fiagrid
Story DOCS-5808 Add HTML tags for Google Analytics in RS Bulk Editor
Story DOCS-5804 Add Tags in HTML for Google Analytics tracking in CA Library
Story DOCS-6054 Add more actions, to Party History records
Story DOCS-5422 Make all displayed Email addresses mailto links
Story DOCS-5244 Add template version column to agreement search csv export
Story DOCS-5153 Party Not Found Workflow Enhancements - Remove Case Sensitivity, Special Characters
Story DOCS-6056 Implement "Search within Results" field for GUA search result grid
Story DOCS-5558 Modify Agreement.PreviousState column to be NOT NULL and always store the previous state
Story DOCS-4823 Add "Per Ounce" to the list of available rate types
Story DOCS-3916 Add "Per Therm" as a new rate type
Story DOCS-6126 Any institution with at least one broker role or subparty can't be a free user
Story DOCS-5337 Update kendo controls to use Design System styles
Story DOCS-5910 Non-paying users should be able to view agreements for 7 days following an update to limits & conditions
Story DOCS-5793 Inform FIA Tech admin, when trying to remove party role involved in an agreement
Story DOCS-6003 Change RS Library Search to begin search at 3 letters
Story DOCS-5969 Remove old SignalR implementation from Docs
Story DOCS-5170 Remove "New Effective Date" and "New Expiration Date" columns from account mapping file
Story DOCS-5145 Align fonts of party names in Counterparty report
Story DOCS-6239 Add unique identifiers for various parts of DOCS typical emails to track them better
Story DOCS-3949 Data update: remove extraneous spaces from jurisdiction field
Bug DOCS-6166 Compilation error on an attempt to Reject Agreements on Transition Notice
Bug DOCS-6092 Agreement State not populating properly in clearing account report - shows "Pending"
Bug DOCS-5886 Workstream modifications incorrectly labeled in summary
Bug DOCS-5674 Update CA Library Buttons to Design System Styles
Bug DOCS-5930 Manage Users page: inconsistency in column name 
Bug DOCS-5806 Typo in agreement type "LME Trader Version (7)
Bug DOCS-6600 Agreement History tab is not updated after most of the user actions
Task DOCS-5805 Remove banner from rate schedule pages
Task DOCS-6169 Remove product report link from Docs system footer

 

2019 Releases

November 18, 2019 1.0.147.32

Highlights:

  • Bug fixes for the clearing account library
Issue Type Issue key Summary
Story DOCS-5784 Update ExecutionType validation and usage in Rest Api
Story DOCS-5693 Improve sorting of "Description" column in Clearing Account Library
Story DOCS-5494 Implement subheader on Rate Schedule comparison screen
Story DOCS-1621 Updates to hide rates checkbox should be valid updates to Executed agreement to create an amendment
Story DOCS-5037 Adjust behavior of CA Library and RS Builder grids
Story DOCS-4768 Align versioning for rate schedules uploaded to RS Library via UI and API 
Bug DOCS-5955 Some notification e-mails are not being sent upon actions in Clearing Account library
Bug DOCS-5695 System freezes, if sorting by CB party engaged in CA Library
Bug DOCS-5899 "Cannot read property 'TotalErrorCount' of null" error appears when trying to replace Rate Schedule
Bug DOCS-5901 Not-latest version of Rate Schedule can be attached to agreement
Bug DOCS-5928 Exclude Terminated agreements from Clearing Account Edit operations
Bug DOCS-6000 Account cannot be expired on any agreement
Bug DOCS-6009 Clearing account download is not working 2 times or more for the same user
Bug DOCS-6014 Party name is missing from Party column in the report page
Bug DOCS-6008 Clearing Account Dates and Descriptions should be deleted only when red "x" icon was clicked
Bug DOCS-5900 Versions of Rate Schedules should not increment if latest version is not attached to agreement
Bug DOCS-5935 Save button is hidden if i make a rate schedule and edit the bottom line 
Bug DOCS-5763 Selected party name isn't displayed when navigating between tabs in the user registration process
Bug DOCS-4771 Clearing account Last modified by is not updating correctly Through Rest API
Bug DOCS-5978 Incorrect search displays on "back" button navigation
Bug DOCS-5924 Message  "... uploaded RS is not visible due to filter setup..." may show for inappropriate situations
Bug DOCS-5801 Search criteria is not displayed when navigating back to Rate Schedule Library from Rate Schedule
Bug DOCS-5650 Wrong tooltip is displayed for "Delete" icon for signature file
Bug DOCS-5875 Non-editable input fields are not grayed out in Manage Parties page for FIA Tech FCS support users
Bug DOCS-5903 Fix wording in RS workstream
Bug DOCS-5811 Agreement Search: typeahead and Party Lookup modal of Customer and Trader fields don't generate results
Bug DOCS-5800 Change Last Mod Date to Last Modified Date in Agreement search page.
Bug DOCS-5536 Agreement page - Legal Language workstream - Newly added paragraph is missing a space in the beginning

 

October 28, 2019 1.0.146.43

Highlights:

Issue Type Issue key Summary
Story DOCS-4035 Export all clearing accounts for my party 
Story DOCS-5821 Show a message popup on click of Download button on Clearing Accounts page
Story DOCS-5859 Clearing account library download using docs file processor
Story DOCS-5388 Prevent free users from accessing certain agreements in Docs
Story DOCS-5538 Add data to agreement search export on valid rate schedules
Story DOCS-5566 Update initiation page design
Story DOCS-5626 Create Clearing Account Download Processor
Story DOCS-5529 Update all check-boxes to use Design System styles
Story DOCS-5135 Add SentOn, ApprovedOn and RejectedOn columns in Approves table
Story DOCS-5551 Add RequestGuid, ResponseCode and UpdatedOn fields in the AppLog screen
Bug DOCS-5873 Party Contacts checkboxes behavior
Bug DOCS-5841 Align rules of adding Clearing Accounts to Executed and Terminated agreements in WS and Lib
Bug DOCS-5776 Rate Schedule Library - Dynamic Search field inconsistency
Bug DOCS-5842 Change wording in "Upload Report" modal
Bug DOCS-5907 Set My Party Defaults page: the previously deleted item disappears after a click on delete button for next item
Bug DOCS-5964 Clearing Account Download error in Prod
Bug DOCS-5691 Search should start automatically once a user starts typing in the Search field of Rate Schedule Library
Bug DOCS-5748 Unable to delete an agreement in Pending Initiation state
Bug DOCS-5749 Rate Schedule Library: search criteria are not removed when clicking on "x" only once
Bug DOCS-5856 Agreement page - Error message should appear on Executed agreement's CA effective date validation
Bug DOCS-5929 Download clearing account report Time should be 24 hours 
Bug DOCS-5643 eRate, PDF RS count and other fields in CSV report may differ from count, displayed on screen
Bug DOCS-5682 Style of several buttons should be fixed according to Design System
Bug DOCS-5683 Incorrect tooltips in Upload Agreement page
Bug DOCS-5673 Font-size of Docs navigation bar items should be 15 px
Task DOCS-5827 Css fix needed

 

October 14, 2019 1.0.145.32

Highlights:

  • Design and usability improvements 
Issue Type Issue key Summary
Story DOCS-5331 Modify app nav bar to use html/css as defined in Design System
Story DOCS-5201 Update Rate Schedule Library table design
Story DOCS-5386 Create VC jobs for DocsFileProcessor
Story DOCS-5450 Modify all alerts to use html/css as defined in Design System
Story DOCS-5329 Modify all buttons to use html/css as defined in Design System
Story DOCS-5555 Modify all html dropdowns and kendo dropdowns, multi-selects and combo-box to use html/css as defined in Design System
Story DOCS-5404 Add/Modify NasSetupDfsProduct.ps1 and NasSetupAppHostProduct.ps1
Story DOCS-5403 Modify EnvironmentVariableSetupAppHost.ps1.xml for fileprocessing Env variables
Story DOCS-5402 Modify DocsAppFileArchivePurge
Story DOCS-5366 Add InboxSweep and ProcessingSweep console applications in Docs
Story DOCS-5343 Create a job called ProcessingSink which processes different file types based on names
Story DOCS-5123 Update Party Lookup Modal on Agreement Search
Story DOCS-4545 Rate Schedule Breadcrumb
Story DOCS-5194 Display "edit" on mouseover for pencil icon in CA Library & RS builder
Bug DOCS-5803 Clearing Account upload via library failing on agreements with non-conformed party
Bug DOCS-5630 "Signature on File" displays for agreements where party was non-conformed after approving agreement
Bug DOCS-5774 User registration: subparties are not displayed in Permissions and Email settings grid before the new user is saved
Bug DOCS-5501 System allows to upload clearing accounts file containing dates in wrong format
Bug DOCS-5486 Some Visibility Requests are missing on Dashboard for appropriately permissioned users
Bug DOCS-5496 Counterparty report fails with "Protocols are not present" error
Bug DOCS-5466 Party history is not reloaded after user deletes contact

 

September 30, 2019 1.0.144.30

Highlights:

Issue Type Issue key Summary
Story DOCS-5375 Add new execution methods to Docs
Story DOCS-5373 Depreciate legacy execution methods
Story DOCS-5372 Update description for execution methods W and Y
Story DOCS-5752 Enable editing clearing accounts in library (CB only)
Story DOCS-5753 Enable clearing account upload in clearing account library (CB only)
Story DOCS-5240 Preserve approvals, when Description of Clearing account is edited
Story DOCS-5599 Re-build Party History records code to adopt improvements, made for 143 branch
Story AC-108 Updates to party search pop-out for party not found requests
Story DOCS-5328 Replace all css files with scss file
Story DOCS-5327 Remove all colors from Docs and use colors from Design System
Story DOCS-4374 Add "Build New Rate Schedule" to Rate Schedules dropdown in Docs nav
Story AC-133 Update "customer support" under help menu to "client services"
Story DOCS-5433 Modify 'inputs' to use html/css as defined in Design System
Story DOCS-5325 Remove kendo theme css reference 
Story DOCS-5253 Add an API method for resetting the user's API key
Story DOCS-1400 Enable rate schedule view access from workstream for FIA Tech admins
Story DOCS-4880 Improve text alignment in Mange Parties grid
Bug DOCS-5614 Remove excessive validation of Rate Schedule flyout editor fields
Bug DOCS-5553 After newly created Rate schedule is added to a new agreement, User gets redirected after an attempt to open it in HTML from Agreement page
Bug DOCS-5554 "Contact with this e-mail address already exists." stops contact adding, although there is no contact with that email. "isDeleted" flag is not being checked
Bug DOCS-5574 Rate Schedules with legacy execution methods should be marked as invalid
Bug DOCS-5500 User should be able to save Rate Schedule after Delisted products' clean-up
Bug DOCS-5513 Delete amendment modal lacks proper background
Bug DOCS-5514 Fields on "Agreement Search" and "Limits & Conditions Center" screens featuring extra bold borders
Bug DOCS-5540 Error state of input fields is not displayed in RS Library when adding new rate line
Bug DOCS-5367 Amendment: Warning message additional cases
Bug DOCS-4974 Clearing account mapping procedure is blocked by unnecessary validation
Bug DOCS-5185 Navigation from Manage Users page to user account throws error, when User Account Name equals to "search"
Bug DOCS-5539 Master Party Preferences Country dropdown is half visible in IE
Bug DOCS-5568 DOCS UI:  Agreements--Upload Agreements:  Upload icon,-- one arrow is higher than the other arrow,- should be on the same level.
Task DOCS-5104 Remove transfer-protocol.jpg and dependent code

 

September 16, 2019 1.0.143.38

Highlights:

Issue Type Issue key Summary
Story DOCS-5374 Add banner to all rate schedule view pages and rate schedule library
Story DOCS-5411 Disable checkboxes for VolDisc or Banding row(s)
Story DOCS-2093 Edit multiple rate lines at once in Docs UI rate schedule builder
Story DOCS-4761 Modify Docs backup-restore process to accept the division of Sql servers in PSIM
Story DOCS-5049 Pre-populate Clearing Account Type on add
Story DOCS-4533 Add autofocus to region field when adding a new line on a rate schedule
Story DOCS-4929 Add virtual scrolling to approved brokers list
Story DOCS-4767 Implement Group ID for Library Rate Schedules to support versioning
Story AC-118 Implement Design System in Accelerate
Bug DOCS-5569 Party history records may contain duplicate instances
Bug DOCS-5413 Give-Up Agreement Transfer Protocol - View pop-up 'close' button is not visible on the screen
Bug DOCS-5381 Select parties section and Enter jurisdiction field is broken in the agreement initiation
Bug DOCS-5425 "Select all" checkbox should select only visible entities
Bug DOCS-5391 "t.toFixed is not a function" error appears after checkbox is checked
Bug DOCS-5431 Agreement stuck in composition
Bug DOCS-5428 Invalid Brokerage Amount may cause rate lines to disappear
Bug DOCS-5427 Brokerage Amount field is not properly validated
Bug DOCS-5396 Error when opening several agreements
Bug DOCS-5379 Rate Schedule Library footer is broken when a long list of files is displayed
Bug DOCS-5444 Numbering of Legal Language paragraphs may become broken and cause errors
Bug DOCS-5512 Approved brokers list looks broken in IE
Bug DOCS-5460 Broker adding and removing information is not available in party history
Bug DOCS-5458 Agreement contact added and removed information is not displaying in Party history tab
Bug DOCS-5457 Party role active and inactive status is not updating in Party history page
Bug DOCS-5416 View/Edit Party page footer is broken
Bug DOCS-5389 Broken UI in Manage Users page for FIA Tech Admin
Bug DOCS-5208 Clearing Broker can see hidden PDF rate schedules while WS is in edit mode - BE
Bug DOCS-5394 Free user checkbox is active for all entities in Manage Parties page
Bug DOCS-5352 Limits & Conditions workstream is not cleared when CB party is changed on a non-executed agreement
Bug DOCS-5467 Transition Center footer is broken
Bug DOCS-5464 Comments section is half-visible in the Agreement Status/Composition screen if no comments are added
Bug DOCS-5440 Party role removed information is not in the party history tab
Bug DOCS-5035 System does not show proper info, when multiple workstreams are rejected
Bug DOCS-5238 Fix tooltip for Upload/Replace action on Signature file
Bug DOCS-5187 Several symbols throw error, when entered in Party search field of Manage Users page
Bug DOCS-5318 "No records available." message doesn't appear if search generates no results in Clearing Accounts Library
Task DOCS-5020 Fix Psim parties which were only created in Prod

 

September 7, 2019 1.0.142.39

Issue Type Issue key Summary
Bug DOCS-5508 Object Reference Error When Adding Party Contact
Bug DOCS-5322 Rate Schedule Library: Upload button does not work

 

August 30, 2019 1.0.142.37

Highlights:

  • Clearing account library search
  • Party history displayed under Master Party preferences tab for admins
Issue Type Issue key Summary
Story DOCS-5164 Refactor DocsApi code to move business logic to app layer
Story DOCS-4625 Derive an approach to using WA design system based style sheets in Angular Apps
Story DOCS-5167 Remove Waiver requests from Pending Actions widget for FiaTechAdmins if agreement state is Terminated
Story DOCS-4931 Implement search in Clearing Account Library
Story DOCS-5132 Change Account No column title to Account ID in CA files
Story DOCS-4878 Handling Clearing Accounts in Deleted agreements
Story DOCS-4216 Add party history tab and record all updates to party information and settings
Bug DOCS-5321 Warn user of unsaved changes - Clicking back and staying on the page multiple times, doesn't reset the URL, but keeps changing it as per browser's history 
Bug DOCS-5176 "Sequence contains no elements" when approving visibility requests
Bug DOCS-5139 Two approval rows for a non-conformed party may cause the agreement to be stuck in Execution
Bug DOCS-4698 Some Executing Account information cannot be edited on agreement in Composition
Bug DOCS-5307 Amendment: warning message is displayed in case user tries to compare rate schedule using 'Choose 2 Rate Schedules to compare' pop-up
Bug DOCS-5260 Amendment: warning message is displayed after click 'Compare to previous agreement' button for rate schedule in workstream
Bug DOCS-1839 PDF and eModule Rate schedule upload case sensitive to file extension
Bug DOCS-5420 Clearing account API entitlement
Bug DOCS-5419 Agreement contact is available when party has no roles 
Bug DOCS-5408 Undo' button doesn't work after switching agreement template to the most recent version
Bug DOCS-5166 Clearing Broker can see hidden PDF rate schedules while WS is in edit mode

 

August 19, 2019 1.0.141.44

Highlights:

  • Warn of unsaved changes when navigating away from agreement page
  • Hyperlink agreement statistics in Docs Stats widget
Issue Type Issue key Summary
Story DOCS-5110 Query string support for Docs Agreement Search filters
Story DOCS-5341 Set milliseconds to 3 decimal places in all DateTime responses in Docs Api
Story DOCS-4720 Warn user of unsaved changes and discard upon navigating away from agreement page
Story DOCS-5054 Fix http status codes in Rest Api for error scenarios
Story DOCS-4656 Remove "Unknown" as value from Rest API
Story AC-84 Add Clear Filters link next to pending actions count in Docs Pending actions widget
Story AC-58 Hyperlink the Agreement Statistics in the Docs Stats Widget
Bug AC-110 Only admin Role without viewer role user is not able to see visibility request in docs pending widget
Bug DOCS-5130 View Agreement page: column 'RATES' is not displayed on 'Parties' section 
Bug DOCS-5129 User is warned about unsaved changes when amendment of agreement is created
Bug DOCS-5189 Agreement Party Change - User can not leave the screen, if another user changed the Agreement
Bug DOCS-5258 Agreement - Edit Parties screen - When use clicks on any Navigation tab and discards changes in the warning message, he gets redirected to the Agreement page
Bug AC-94 Waivers for Deleted Agreements never get removed from Dashboard Widget
Bug DOCS-5086 Error in Rate Schedule Download
Bug DOCS-5162 History record "Clearing accounts added or updated" should contain proper party name
Bug DOCS-1898 Elec. Rate Inst. fields not populating in the Agreement Search Results
Bug AC-97 Inactive party is showing as active in party lookup page for fia tech admin
Bug DOCS-5046 Increase length of LEI field to fit all available characters
Bug DOCS-5025 Fix FIATECH logo on 404 Error page.
Bug DOCS-4995 Clearing Account Library UI issues
Bug DOCS-5045 Adjust field border colors in Clearing Account Library
Bug DOCS-4810 Manage parties - Clicking on "Results per page" dropdown doesn't do anything

 

August 5, 2019 1.0.140.30

Highlights:

Issue Type Issue key Summary
Story DOCS-79 View all clearing accounts defined for my parties (Customer, Trader or CB)
Story DOCS-4926 Remove Protocol pop-up
Story DOCS-4523 Remove filter on Atlantis download of agreements via SOAP and REST API
Story DOCS-4927 Disable Docs Dashboard and make Agreement Search "default" Docs page
Story DOCS-4895 Horizontal scrolling, that "follows" the user in Clearing Account library
Story DOCS-4639 Implement horizontal scrolling, that "follows" the user in RS builder
Story DOCS-4708 Inject "Fee Type" into the RateScheduleRow 
Story DOCS-4723 Show warning style message, if uploaded RS is not visible due to filter setup
Story DOCS-4651 Display party ID and LEI information on the Manage Party page
Story DOCS-4044 Add new account to clearing account library
Story AC-33 Docs Pending Actions Widget for FIA Tech Admins
Story AC-84 Add Clear Filters link next to pending actions count in Docs Pending actions widget
Bug DOCS-5053 REST API - We lost the ExecutingAccount info off agreement details
Bug DOCS-5044 Clearing Account Library: 'Add New Account' button placement and name is not correct
Bug AC-94 Waivers for Deleted Agreements never get removed from Dashboard Widget
Bug DOCS-5116 "Search Any Party Roles" Search For "A" is giving all result 
Bug DOCS-5115 Permission denied in Search User Directory
Bug DOCS-4966 Template change may override setting of Paragraph 10 addition radio button
Bug DOCS-5010 Selecting 'Download Agreement' link from Upload Agreements screen throws error
Bug DOCS-2926 Change "Search for anything" to "Search" in Search bar in Transition Center.
Bug DOCS-2673 Job should delete agreement in stale on 46th day not earlier
Bug DOCS-2668 Recall and Delete actions are not available for user with Agreement Initiator permissions
Bug AC-97 Inactive party is showing as active in party lookup page for fia tech admin
Bug AC-85 Accelerate Diagnostic page UI style is different from other Apps.
Bug DOCS-4985 Line in the agreement pdf file first page footer is overlapping page number

 

July 22, 2019 1.0.139.39

Highlights:

  • LEI added to GetAgreement api calls
Issue Type Issue key Summary
Story DOCS-4791 "Action column" and Row Edit mode for Clearing Account library
Story DOCS-4993 Add LEI info to GetAgreement api calls
Story DOCS-3859 UserHub account deletion should remove contact from contacts table
Story DOCS-1409 Display duplicate agreement clearing accounts
Story DOCS-4809 Handling dates and descriptions in CA Library
Bug DOCS-4892 Party selection dropdowns are absent on agreement initiation screen
Bug DOCS-4964 RS builder: system freezes upon adding new rate line
Bug DOCS-4965 Error on opening agreements in "Pending Initiation" and "Draft" state
Bug DOCS-4998 Agreement - Edit Parties screen - Users without Agreement Initiator role do not see Service and Select agreement template fields
Bug DOCS-4967 RS builder: error appears on saving rate schedule as new from 'Save As' button
Bug DOCS-4979 Adjust "Save As" button to meet initial Acceptance Criteria
Bug DOCS-4994 Agreement Initiation page - Unexpected Parties appeared in the 'Additional Parties' dropdown 
Bug DOCS-5039 Docs Stale Job failing in PSIM
Bug DOCS-4907 Text, added to LL paragraph can become visible before it was saved
Bug DOCS-4790 Non Admin User with Diagnostics user role does not have Diagnostics link on Docs.
Bug DOCS-4887 Apostrophe missing in Customer's Account section header
Bug DOCS-2678 No notification is sent to users of requested party, while deleting agreement in Pending Initiation state
Bug DOCS-3248 Slow query when searching rate schedule library by file name
Bug DOCS-2536 Dates picker color should be blue
Bug DOCS-2505 Party is marked as non-conformed in the approves table, but is a conformed party
Bug DOCS-4958 Wrong tooltip shown for newly added CA in workstream edit mode
Bug DOCS-5055 Rate Schedule Library search is not working with "Enter" from Keyboard 
Bug DOCS-4889 Party Details screen shows low performance for Broker lists
Bug DOCS-4803 "Update Available" link is not fully visible in agreement details for some agreement types with long abbreviation
Bug DOCS-4764 RS builder: 'Save As' button for Rate Schedule doesn't appear active properly
Bug DOCS-2530 Rate Schedule Library: 'Upload eModuel' button should be disabled in case party was not set in drop-down

 

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:

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:

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:

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:

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

 

2018 Releases

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:

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:

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:

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:

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:

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

 

2017 Releases

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
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