Version 24.2ab (Compliance Management)

Improvements:

• Enabled the Use Organization Logo on all email templates for the new logo customization functionality.
• The Requirement Summarization feature flag was enabled within base app.
• The Issues tab was added to the Compliance Management app, giving the Compliance Team an easier way to access issues.
• The number of alert notifications within Compliance Management were reduced:
  • The following workflow changes were applied to the Alert object type:
    • Added the Change Log workflow state and moved it to the top of the list.
    • Removed the New Regulatory Alert notification from the Create trigger.
  • The following updates were applied to the Compliance Team role:
    • Removed Assigned from the Alert workflow.
    • Added permissions to Change Log state.
  • The following updates were applied to the Compliance Management application:
    • Removed Alert activity from Compliance Management.
    • Added Change Log to the Library.
    • No create Alert action.
  • The following updates were applied to Compliance Management Reports:
    • CM – Compliance Alerts by Framework table:
      •  Added the Change Log workflow.
    • CM – Alert Catalogue:
      •  Added the Change Log workflow.
    • CM – Compliance Management Status Overview:
      • Removed the Alert Status pie chart.
      • Added a Requirement Status pie chart.
      • Removed the Alert table.
  • The Compliance Team and Compliance First Line User user groups were removed from the Alert Owner role.
• The Ascent configuration within the Compliance Management application was moved down one level, reducing duplicate data and the amount of work for the compliance team. The following changes were made:
  • Linked all fields from Requirements to Requirement Details.
  • The following update were applied to the Requirement Detail Form:
    • Added the Date Published by Regulator field.
    • Removed the Frequency field.
    • Hide the Source of Requirements on the CCG object type
  • Regulatory Library changes:
    • Created a new relationship to the Compliance framework for access to the Regulatory Library.
    • Added the new relationship to the Regulatory Library – Library form.
    • Added a new Regulatory Library – Compliance Framework navigation tree to include Compliance Framework
  • Compliance Framework changes:
    • Removed the Ascent from the conditional section of the regulatory relationship on the Compliance Framework – CM – Assessment In Progress form.
  • Subtopic changes:
    • Removed the Ascent details section from the Sub Topic – Library and Sub Topic – CM – Assessment in Progress forms.
  • Data Changes:
    • Updated the Canadian Compliance sheet for testing purposes
  • Report Changes:
    • Removed the Regulator Risk Reports from the Reports Applications – Compliance Management activity.
    • Remove the Risk Report button from the Compliance Framework – CM – Assessment in Progress, Topic – CM – Assessment in Progress, and Sub Topic – CM – Assessment in Progress forms.