Docupace System Winter 2020 Release Notes
Connect - Core
This article shares the new features, updates, and fixes that are part of the Docupace
Table of Contents
Key Innovations to the Docupace System
This section tells about major improvements to the Docupace System.
Configuration Management
Docupace Start
Configuration Management
New Features
Including or Excluding Domains
Reference #: Winter2020_KEY1
Change: Added a new feature to specify which domains to compare, and which to exclude from the comparison (and deployment).
Benefit: This feature allows users to make comparisons faster by narrowing the focus to specific domains, thus avoiding the full comparison process.
Description: Users can select specific domains to include in the comparison. Alternatively, users can exclude certain domains instead.
Selecting Domains
Attribute Grants and Domain Grants
Reference #: Winter2020_KEY2
Change: Added two more domains: Attribute Grants and Domain Grants.
Benefit: This feature allows users to compare role-based security.
Attribute Grants and Domain Grants
Site Deployments
Reference #: Winter2020_KEY3
Change: Added the ability to deploy sites
Benefit: The ability to view recent changes, compare sites, and then deploy changes automatically makes the deployment process much easier than before.
Description: Users can click a button to deploy the changes. A screen appears that lists the changes made in each selected domain. In addition, these deployments are reversible.
Configuration Management Deploy Button
Configuration Management Successful Deployment
Generate Change Reports
Reference #: Winter2020_KEY4
Change: Added a new feature to create a list of changes in pdf format.
Benefit: This feature allows uses to generate a list of the changes made during a specific deployment session for auditing and tracking purposes.
Description: The Report button appears on the comparison results screen. Clicking this button generates a summary in PDF format. The report identifies:
The sites being compared
The number of changes of each type
List of affected domains
List of affected records
List of fields
Summary PDF
Export JSON Code
Reference #: Winter2020_KEY5
Change: Added a new feature to export a wizard code in JSON format.
Benefit: This feature allows to export comparison result in the JSON format. This report can be stored for later reference or used to create a custom report.
Description: The Export button appears on the comparison results screen. Clicking this button generates a summary in JSON format.
JSON Format
Tracker BI
New Features
Tracker BI Mobile App
Reference #: Winter2020_KEY6
Change: Added a mobile app that launches into the Tracker BI widget.
Benefit: This feature allows users to open Tracker BI on the go.
Description: The mobile app functions like the Tracker BI web browser widget, but has a slightly different interface for optimization on mobile devices.
Mobile App Login Screen
X-Ray Widget
Reference #: Winter2020_XR1
Change: Created a new widget called “X-Ray” that displays a work item’s internal details.
Benefit: This widget helps administrators check test case results, provide support, and troubleshoot problems.
Description: X-Ray Widget provides:
to view Work Item internal details on one page
to view other data related to the Work Item
logs showing the progress of the Work Item
logs showing the API calls related to the Work Item.
X-Ray Widget screens
Docupace Administration
This section shares information about changes to features used by Docupace administrators, such as domains, configuration settings, changes to integrations with other systems, or improvements to core functionality.
OpenShift Conversion
Improvements
RedHat Enterprise Application Server
Reference #: Winter2020_OC1
Change: Upgrade Core's runtime server, RedHat Enterprise Application Server (EAP), from version 6 to version 7.
Benefit: This update allows firms to mitigate potential security risks and improve stability by:
Running on the latest supported version of EAP
Keeping Core's 3rd party library dependencies to the latest version.
Description: JBoss and Java upgrades provide better stability/scalability, and allows access to the latest software features of the main Core's framework.
Migrate Connect
Reference #: Winter2020_OC2
Change: Migrate Connect to OpenShift
Benefit: This process provides:
Improved scalability
Self-restart on hardware or application node failure
CI/CD improvements
Description: CI/CD runs within OpenShift and is more scalable.
New Features
eSubmit Concierge Wizard
Added a Memo/Instruction field to the eSubmit Concierge widget
Reference #: Winter2020_ES1
Change: Added a free-form text box called "Memo" or "Additional Instructions" to the interface of the eSubmit (Concierge) widget.
Benefit: Allows the submitter to include instructions or notes for the back office relating to the submission.
Description: Added the eSubmit Transaction Information form in pdf format to the eSubmit Transaction Information form on the Forms Domain, and new Forms M-to-M Mapping. The content on this memo field must be provided to the Back Office who receives the submission.
eSubmit Transaction Information form
Create SSO-Only Users
Reference #: Winter2020_SO1
Change: Added a new user attribute (SSO-ony user) to the Security Realm.
Benefit: This attribute allows users to automatically create SSO-only users in Docupace.
Description: Added the new attribute in the Security Realm for a user: SSO only user. If the “SSO Only user” attribute is set to Yes, that user is forbidden from logging in via a username/password. The system displays error messages if trying to change or reset the password for "SSO only user”.
Change Password option is not displayed for SSO only users
Reference #: Winter2020_SO2
Change: Change Password option is not displayed for SSO only users.
Benefit:
Description:
SSO only user settings
Forgot Password Settings
Reference #: Winter2020_VO1
Change: Created a new application preference that disables a specific user’s or role’s ability to change their password via the “Forgot Password” link.
Benefit: This application preference prevents users from changing their passwords without administrator approval.
Description: Set the application preference "security.authentication.changePasswordAllowed" to “No” if you want to disable the ability to change the password. Use domain user settings to define this property for some roles or some users. The following error message is displayed if an unauthorized user attempts to change their password. "You do not have permission to change your password. Please contact your administrator."
Application Preference settings and the error message
Improved Features
Memo Notes History
Reference #: Winter2020_MN1
Change: Ability to save all client emails in memo notes history.
Benefit: This feature makes a job easier when having a record of every time the invitation to sign email is sent/resent to the client. Emails sent as part of a Starting Point transaction can be linked to multiple work items.
Saved client emails
Fixes
PDF Viewer Behavior
Reference #: Winter2020_PD1
Change: Fixed a bug that caused the Document Viewer to continue to display the previous PDF after switching to another work item.
Benefit: The correct PDF displays for each work item.
Subfolder Behavior on the Indexing Page
Reference #: Winter2020_SF1
Change: Fixed a bug that caused already-indexed subfolders to disappear from the indexing page after adding a new client document.
Benefit: Subfolders now display on the indexing page as expected.
Swimlane Checkbox
Reference #: Winter2020_SL1
Change: Created Application Preference reassignTasks.assignToSwimlane.enabled.
Benefit: This application preference displays or hides the “Assign to Swimlane” checkbox.
Assign to Swimlane option
Forms on Work Item Summary Screen
Reference #: Winter2020_SP1
Change: Fixed a bug that prevented the Required Forms section from appearing when no forms were associated with the work items.
Benefit: Users can now add forms via the Work Item Summary screen as expected.
Required forms section
Combining Images In a Widget
Reference #: Winter2020_CI1
Change: Fixed error when calling combine images from a Widget.
Benefit: Users can now successfully combine images within a widget.
Work Item Notes Widget
Reference #: Winter2020_NW1
Change: Fixed a bug that caused the Work Item Notes widget to appear empty.
Benefit: The Work Item Notes widget displays correctly.
Work Item Notes widget with the content
Auto-fill links are available for editable fields only
Reference #: Winter2020_AF1
Change: Fixed bug when auto-fill links are available for all fields.
Benefit: Auto-fill links are available for editable fields only. Read-only fields are not auto-filled, as expected.
Account Results Screen Changes Available
Reference #: Winter2020_AF2
Change: Fixed bug when old and long search request erases new data.
Benefit: This allows users to achieve the required account search and thus correct indexing of accounts.
Account results appearing due to search request
Available Removing Forms From Required Forms Section
Reference #: Winter2020_AF3
Change: Forms removed from a list of required forms are being added back in when the Work Item is created.
Benefit: Enables removing optional forms from the Required Forms section, which allows managing forms that need to be included in a Work Item.
Button for removing forms from the Required Form section
Barcode Button Available in Rep Document Type Domain
Reference #: Winter2020_AF4
Change: The Barcode button is available for Rep documents in Domains.
Benefit: Enables generating barcodes for the selected Rep documents.
Barcode button available for generating barcodes
Fixed Customized Reports
Reference #: Winter2020_AF5
Change: Fixed an error when editing and saving any existing report.
Benefit: Fixes allow users to customize reports and sort them by the availab;e attributes.
Customize Report button for customizing reports
Fixed customizing reports based on the available attributes
Integrations
This section shares information about how the Docupace System integrates with outside systems.
AnnuityNet Wizard
Improved Features
Launch AnnuityNet Button
Reference #: Winter2020_AW1
Change: AnnutiyNet Wizard is launched via a button on the Work Item Details screen instead of automatically after work item creation.
Benefit: This allows users to complete BD forms prior to launching the AnnuityNet wizard.
Description: After an eligible work item is created in Starting Point, the system opens the Work Item Details screen. This button is visible if the Work item is AnnuityNet eligible and has a specific AnnuityNet status. When users save and return to the Wizard later, the button text changes to “Relaunch AnnuityNet.”
Launch AnnuityNet Button
Customize Navigation Upon SavTB1ing
Reference #: Winter2020_AW2
Change: The new application preference determines whether users return to the Dashboard or to the Work Item Details page.
Benefit: This allows firms to customize what happens after leaving AnnuityNet based on their specific needs.
Description: The application preference has two settings. Yes causes the system to return users to the Dashboard. No causes the system to return users to the corresponding Work Item Details page. The changes can be set per user or per data role.
Application Preference Affecting Saving
New Features
Reset Button
Reference #: Winter2020_AW3
Change: Added a button that allows users to reset AnnuityNet transactions.
Benefit: This allows users to make changes to a submitted transaction without having to create a whole new work item.
Description: Once AnnuityNet sends the documents to Docupace, the documents move into the waiting for eSignature step and are locked. Clicking the Reset button voids the completed AnnuityNet forms and the Transaction detail report. The Reset button then becomes the Launch AnnuityNet button. Previous selections will still be available, so users can update the desired information without having to start from the beginning.
Reset Button
Voided Forms
eTrade Integration
Reference #: Winter2020_AW4
Change: Established a new integration between Docupace and eTrade.
Benefit: Founders can now authenticate to eTrade using different userid and password depending on Product Type.
Description: Founders has a custom situation where they are opening accounts at eTrade under three different RIA firms on the eTrade platform. Each RIA requires a different userid and password. The integration allows using different userid and password by a Product Type.
eTrade credentials
Cetera: Advice Pay
Reference #: Winter2020_AW5
Change: Established integration between Docupace and Cetera: Advice Pay.
Benefit: Docupace securely connects to Advice Pay to access Cetera's invoices, Advice Summary, and Consulting Agreement forms. Each BD now has its own instance.
Description: After the integration between Docupace and Cetera: Advice Pay, Entity is correlated with BD. Additionally, Advice Pay Token now grants access to data per entity.
Integration between Docupace and Cetera: Advice Pay
Sending Beneficiary Data to Account
Reference #: Winter2020_AW6
Change: Implemented a feature for sending the beneficiary data to available accounts.
Benefit: The feature enables sending information about an individual person or business directly to available accounts.
Description: The 'primaryPercentage' field should be filled in accordance with the requirements of 'Liberty-REST-API-Documentation_54890046' documentation, otherwise "The beneficiary information supplied was not valid." error will occur. The primaryPercentage field is the percentage of the primary beneficiary. If multiple primary beneficiaries are used, the total must equal 100%. The value must be “null” if the beneficiary type is Contingent.
Adding beneficiary data to the available accounts
Created New Enable Deep Level Document Viewer for Work Item Details
Reference #: Winter2020_AW7
Change: Implemented a new Enable Deep Level Document Viewer for the Work Item details:
Added Application preference: documents.viewer.wiDetails.enabled
Added Application preference: documents.viewer.navigationButtons.enabled
Benefit: Enables the deep-level viewing of Work Item details.
Deep-level viewing of Work Item details
Fixes
Fixed Merging the eSign Recipients
Reference #: Winter2020_AW8
Change: Fixed merging the eSign Recipients.
Benefit: This allows merging eSign Recipients based on multiple fields: Email, First Name, Last Name. If you set the boolean value to “Yes” on the application preference esign.sendOnlyUniqueRecipients, emails will be sent to unique eSign Recipients.
Merging the eSign Recipients
Widgets
Tracker BI
Improved Features
Email Variables
Reference #: Winter2020_TB1
Change: Added Email variable for Rep full name to the system.
Benefit: This allows the inclusion of the Rep name in email templates to personalize disclosure emails.
Standard Email
Email with Variables
Bulk Upload Tracker BI Work Items
Reference #: Winter2020_TB2
Change: Added capability to bulk upload Tracker BI work items.
Benefit: Firms can quickly add a large number of Tracker BI work items into the system.
Attention: To Bulk Upload Tracker BI work items, users must work with Professional Services.
Rep Code in Search Results
Reference #: Winter2020_TB3
Change: The Rep Codes assigned to a client appear in the search results page.
Benefit: This allows users to quickly locate corresponding clients.
Rep Code in Results
Miscellaneous Improvements
Reference #: Winter2020_TB4
Change: Bellow is a list of miscellaneous Tracker BI improvements
Added "You're Done!" message on the confirmation page
System notes related to Personally supplied now displays email
Fixes
US Zip Code Validation
Reference #: Winter2020_TB5
Change: Previously, the zip code field allowed US zip codes to have fewer than 5 or more than 10 characters. Now, a validation appears that explains the code has an invalid format.
Benefit: This validation ensures information is entered correctly into the system.
Description: When the country is set to US, the zip code field now checks if the entry contains 5-10 characters. If this is not true, then the widget displays an error message and will not allow the user to proceed until they format the field correctly.
Zip Code Validation Message
PO Box Address Line 1
Reference #: Winter2020_TB5
Change: The fixes enables firms to allow users to enter PO Boxes in Address Line 1.
Benefit: This application preference allows users to use PO box as a mailing address.
Description: When widget.trackerbi.advisor.nopobox.disable is set to YES, PO Box addresses are allowed. When the application preference is set to NO, an error message appears and PO Boxes are not allowed.
Application Preference Set to YES
Application Preference Set to NO
Miscellaneous Fixes
Reference #: Winter2020_TB6
Change: The following list identifies miscellaneous Tracker BI fixes.
Previously, the system considered a blank space as a character, allowing users to bypass validations on the note screen. Now, users must enter at least one alpha-numeric character (A-Z, 0-9)
Corrected misspelling of “Supplied” in the Work Item Notes
Removed comma between client first and last name in the WI Notes
Docupace Start
Fixes
Fix Duplicate Names
Reference #: Winter2020_DS1
Change: Added validation to avoid duplication of the names for multiple field groups.
Benefit: The system no longer allows users to enter the same name when creating a new field group or when trying to change the field group name in JSON.
Fix Add Elements Before Selected
Reference #: Winter2020_DS
Change: Fixed the placement of the field.
Benefit: This option allows to place a field before the selected field.
Adding elements before selected
New Features
New Settings for Field-group Buttons
Reference #: Winter2020_DS2
Change: Users can now specify enable the conditions for repeatable field-group buttons.
Benefit: This feature allows users to specify different conditions for Add/Remove buttons that appear for repeatable groups.
Description: This release added a new setting called Allow adding/removing items (expression) for Field Group.
This setting is available when Allow adding/removing items is enabled. If an expression evaluates to true, it will be possible to add and remove items (if not limited by Minimum/Maximum repetitions).
Cascading Selection Field Type
Reference #: Winter2020_DS3
Change: Added the Cascading selection field type. Multiple fields of this type c
Benefit: This feature automatically adds fields associated with a selected Forms Matrix field, making the job easier for the user.
Description: Multiple Cascading selection fields can be added to the wizard to allow users to select values based on the Forms Matrix domain. The Docupace Start field displays as either single selection or multi-selection depending on the field source. When a value in one of the fields is selected, the rest of the fields are filtered accordingly.
Help for Developers
Reference #: Winter2020_DS4
Change: Added ability to get key attributes of the work item (ID, a node opened from, etc.) and corresponding tasks for all components of DSP.
Benefit: With this feature implemented, a developer can get data that allows them to implement different DSP features such as transitions of the work items from DSP.
Description: When DSP creates a new Work Item or loads an existing Work Item, it populates the Work Item ID in $scope.wizardState.$workItem.id, and Work Item Tasks in $scope.wizardState.$workItem.tasks[]. As a result, there are now new options for creating a new work item or updating an existing one. It is also now possible to load all tasks of the current work item.
New Configuration Parameter addForms
Reference #: Winter2020_DS5
Change: Added configuration parameter addForms on the createWorkItem page in Docupace Start.
Benefit: The addForms parameter allows DS designers to choose if the Work Item will be created with or without forms.
Description: The new parameter adds control when creating a work item. The parameter addRequiredForms is sent to the Core when this is active and tells the system that it should add forms to work items created using the widget.
New Site Function: Auto-Trim
Reference #: Winter2020_DS6
Change: Implemented a feature that adds a new boolean property (Trim value).
Benefit: Trim value allows overriding on the field level and turning the auto-trim settings for all text fields and AOS widgets.
Description: If a Trim value is set to “True,” a new boolean property is added.
User Experience
User Experience Testing (UAT)
Improved Features
Updated Feature for Receiving All Documents by CC-Recipient
Reference #: Winter2020_DS7
Change: The CC Recipient is now receiving documents for the form authors (after the eSign ceremony). The form authors are:
FIDELITY CUSTODY & CLEARING (FCCS) BANK/BD
FIDELITY CUSTODY & CLEARING (FCCS) BANK/BD (NFS)
FIDELITY CUSTODY & CLEARING (FCCS) RIA
Benefit: With this feature implemented, the CC eSign Recipient receives documents for the form authors. These documents are attached to a Work Item.
Docupace Technologies 2020