This page contains release notes for previous years. Current year (2022) release notes can be found on the Docs Release Notes page.

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 sucession

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:

• Bulk agreement initiation

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:

• Set up Supported Products for each party and apply them to agreements

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:

• Updated agreement initiation screen to add additional details

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:

• Updated navigation and information for Party Not Found/Visibility Requests on Agreement Initiation screen
• Download Clearing Account Report from the Agreement Search screen

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:

• Use of bulk email notifications for API clearing account updates
• Collection of DPA related contacts
• Updated contents of Clearing Account report to add Executing Broker

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:

• Roll out of 2021 EFRP/Block Agreement
• Workstream status overview included in the Agreement Search screen
• Addition of default brokerage currency on the Supported Products page
• Download of signed DPAs

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:

• Workstream status report
• Bulk edit clearing accounts in Clearing Account library (Clearing Broker only)
• Reverse approval actions
• Counterparty report enhanced with LEI and Party ID

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:

• Archive Clearing Accounts
• Performance improvements to the Counterparty page

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:

• Suggest agreements to which an account can be added in the CA Library
• Inactive font style applied to users removed from a party

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:

• Display Atlantis volume in the Docs Pending Actions widget
• New rate schedule view mode to allow hierarchical view of products
• System timeout at 30 minutes of inactivity

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:

• Download Clearing Account report
• Update design of agreement initiation page

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:

• Update available execution methods
• Edit clearing accounts in the clearing account library

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:

• Banner highlighting upcoming changes to available execution methods
• Edit multiple rate lines at once 

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:

• View clearing accounts in clearing account library
• Docs Dashboard depreciated, replaced by Accelerate Dashboard
• Party ID and LEI information display on Manage Party page

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:

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

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

* Live on Friday, June 28

 

June 10, 2019 1.0.136.36

Highlights:

• Enhancements to rate schedule library

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

 

May 13, 2019 1.0.134.33

Highlights:

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

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

 

April 29, 2019 1.0.133.38

Highlights:

• Create new rate schedule in Docs

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

 

April 15, 2019 1.0.132.42

Highlights:

• Enhancements to Docs agreement transitions

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

 

March 18, 2019 1.0.131.38

Highlights:

• Signature blocks updated on agreements when printed as pdf

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

 

April 1, 2019 1.0.130.25

Highlights:

• Enhancements to Docs agreement transitions 

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

 

March 4, 2019 1.0.129.34

Highlights:

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

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

February 25, 2019 1.0.128.29

Highlights:

• Subscribe to email notifications
• Support for inactive parties

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

 

February 4, 2019 1.0.127.25

Highlights:

• List of available jurisdictions as type-ahead

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

 

January 21 2019 1.0.126.25

Highlights:

• UI improvements
• Enhancements to Docs agreement transitions 

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

 

January 7 2019 1.0.125.38

Highlights:

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

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

 

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:

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

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

 

August 6 2018 1.0.114.30

Highlights:

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

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

 

July 23 2018 1.0.113.10

Highlights:

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

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

 

June 25, 2018 1.0.111.47

Highlights:

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

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

 

June 11, 2018 1.0.110.39

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

 

June 11, 2018 1.0.110.25

Highlights:

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

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

 

 

May 28, 2018 1.0.109.22

Highlights:

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

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

May 14, 2018 1.0.108.23

Highlights:

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

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

 

April 30 2018 1.0.107.39

Highlights:

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

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

April 16 2018 1.0.106.35

Highlights:

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

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

 

March 25 2018 1.0.104.35

Highlights:

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

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

 

March 6 2018 1.0.103.11

Highlights:

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

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

 

February 20 2018 1.0.102.18

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

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

 

January 28, 2018 1.0.101.17

Highlights:

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

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

 

January 22, 2018 1.0.96.164

Highlight:

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

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

 

January 18, 2018 1.0.96.154

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

 

January 9, 2018 1.0.96.152

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

 

January 3, 2018 1.0.96.148

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

 

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