2021 Changelog Entries - Octopus Deploy delivery

• Type: Enhancement
• Reference: PBI 706305, 706658
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 705839, 706659
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Implementation Guide: Installation with WebSphere, step 6.

• Type: Enhancement
• Reference: PBI 705799
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 696660, 696662, 701342
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• PBI 696660: during the course of reporting an issue related to our WCAG 2.0 feature work, an internal user reported that the Adobe Acrobat Accessibility checker was failing. This PBI resolved that issue so that running the Accessibility checker now completes successfully.
• PBI 696662: we addressed three issues for this particular work item:
  • An internal user reported that our authoring tool timed out when attempting to generate the Uniform Residential Loan Application (URLA) as a TaggedPDF document type. This issue has been resolved.
  • An italicized word, Texas Constitution, was tagged incorrectly and was being read out of order. This issue has been resolved.
  • A URL, www.oregonlawhelp.com, appeared in a separate section within the Adobe tag tree rather than within the tagging for the paragraph where it resided. This issue has been resolved.
• PBI 701342: an internal user reported that when clicking a Form tag within the Adobe tag tree, it resulted in the the entire form being highlighted, rather than a particular word or phrase. It was discovered that checkboxes associated with this Form tag were being removed, resulting in an empty form tag and the entire form being highlighted. This issue has been resolved.

• Type: Feature
• Reference: PBI 698623
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: DocViewer Web Services Guide: CheckRequiredData

• Type: Feature
• Reference: PBI 691711, 691713
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: List Documents

• Type: Enhancement
• Reference: PBI 701178
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 703264
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 696788
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 692044 / 695066
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Octopus Deploy variable information for Document Generation Services installation

• Type: Defect
• Reference: PBI 698521
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 689719
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 698521
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 687430, 687789, 687668, 687377, 687780, 687803, 688296, 693325
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Enhancement (PBI 693325): the DocViewer UpdateTransaction API has been updated to handle KeyCollections changes, eliminating the need for users to set up KeyCollections in the OPPSA conversion output file..
• Enhancement (PBI 687430): due to lack of consistency in OPPSA, the conversion sets the /Txn/OrgJurisdiction as the default value for the KeyPathValue.
• Enhancement (PBI 687668): previously in the OPPSA export two xpath values which gathered the same value were sent in the transaction; one Xpath was correct, while the second Xpath was incorrect. Now, only the correct Xpath is used in one key collection.
• Enhancement (PBI 687789 / 688296): there are EZ Config specific Xpaths that correspond to checkboxes in OPPSA that were not tied to an Xpath, this enhancement maps the OPPSA checkbox value to the corresponding EZ Config Xpaths.
• Enhancement (PBI 687780: the OPPSA conversion previously did not account for policies that contained a nodeName. These does not account for Oppsa policies that have a nodeName within them. The xpaths that exist with a nodeName value are converted like seen in description
• Enhancement (PBI 687803): when converting the truth in savings Oppsa policy we are now setting the /Txn/Deposit/Accounts/Account/TruthInSavingsPolicyName xpath with the value in the export file
• Defect (PBI 687377): the TransferOrPaymentType value was missing from the DataItem>Xpath after the conversion process occurred. This behavior has been enhanced to preserve this Xpath value.
• Enhancement (PBI 688316): the following Xpaths are now being converted from Oppsa. Previously the corresponding OPPSA checkboxes were not mapped to an Xpath:
  • /Txn/Deposit/EZConfigNightDepositAgreementInd
  • /Txn/Deposit/ElectronicProcedureDisclosures/ElectronicProcedureDisclosure/ElectronicProcedureType
  • /Txn/Deposit/EZConfigSecondMobileBankingAccessMethodInd
  • /Txn/Deposit/RegEPolicies/RegEPolicy/MinimumBalanceCheckingInd
  • /Txn/Deposit/RegEPolicies/RegEPolicy/MinimumBalanceSavingsInd
  • /Txn/Deposit/EZConfigEarlyWithdrawalPenaltyReducedRateBasisType

• Type: Feature
• Reference: PBI 678701
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Web Services Guide: AncillaryOutputTypeEnum; Document Generation Services Tool Suite User Guide: Select & Generate, Select / Generate

• Type: Enhancement
• Reference: PBI 689291
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: Select & Generate.

• Type: Enhancement
• Reference: PBI 689142
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: Select & Generate; Select / Generate. Document Generation Services Web Services User Guide: DocumentFormatTypeEnum

• Type: Enhancement
• Reference: PBI 686994 / 685550
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services transforms.xml; Document Generation Services Tool Suite User Guide: SETUP Page.

• Type: Enhancement
• Reference: PBI 676155
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 682690
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: Select and Generate; Select / Generate

• The Product Only option has been updated to Default Data Only. Functionality has been updated so that the product and organization data are merged with the request transaction.
• The Logo and Product option has been renamed to Logo and Default Data.

• Type: Enhancement
• Reference: PBI 681833
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: System Requirements

• Type: Enhancement
• Reference: PBI 677193 / 677194
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: OD Installation Guide

• Type: Enhancement
• Reference: PBI 636173
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: Select and Generate; Select / Generate

• Type: Enhancement
• Reference: PBI 676405
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Tool Suite User Guide: Select and Generate, Select / Generate

The Tool Suite functionality for each of the aforementioned pages has been updated to include a new EZ Merge Options dropdown; this replaces the Default Data > Apply Logo from Default Data checkbox. For more information, consult the Tool Suite User Guide: Select and Generate, Select / Generate pages.

• Type: Feature
• Reference: PBI 673064
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Web Services Guide: MergeEZConfig; MergeEZConfigEnum

Document Generation Services has been updated to pass in a new <MergeEZConfig> element with enumerated values of LogoOnly, DefaultDataOnly, or LogoAndDefaultData within the <EZConfig> element for a request first.

<EZConfig>
               <OrgName>OrgBaseLibrary - CDL</OrgName>
               <OrgAlias>BaseLibrary\.(.*)</OrgAlias>
               <OrgLOB>Consumer Direct Lending</OrgLOB>
               <MergeEZConfig>
                  <Enum>DefaultDataOnly</Enum>
               <MergeEZConfig>
               <ProductNames>
                  <string>Product - CDL BaseLibrary</string> 
               </ProductNames>
            </EZConfig>

• Type: Enhancement
• Reference: PBI 676173
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 637975
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Defect
• Reference: PBI 673273
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Enhancement
• Reference: PBI 657525
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 658905 / 656311
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Web Services: DiscreteParty

<DiscreteParty>
    <SuppressPaperDelivery>True</SuppressPaperDelivery>
</DiscreteParty>

• Type: Enhancement
• Reference: PBI 661929
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

Response sample before enhancement:

Response sample after enhancement:

• Type: Enhancement
• Reference: PBI 660705
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

• Type: Feature
• Reference: PBI 625511
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Web Services Guide: DiscreteParty

• Type: Enhancement
• Reference: PBI 649948
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts:Document Generation Services Web Services Guide: FillableText > SignatureUniqueIdentifier

Note that we updated the Expere Engine in 2020 Release Three with this enhancement; see PBI 647196.

<r:Signer>
			<r:Id>NotaryID</r:Id>
			<r:Description>Notary/r:Description>
			<r:SignaturePoints>
				<r:SignaturePoint>
					<r:IncludeDate>true</r:IncludeDate>
					<r:PageNumber>10</r:PageNumber>
					<r:PageOrder>0</r:PageOrder>
					<r:Height>36.0</r:Height>
					<r:Width>162.0</r:Width>
					<r:SignatureText>NotaryID</r:SignatureText>
					<r:XCoordinate>37.0</r:XCoordinate>
					<r:YCoordinate>307.22</r:YCoordinate>
					<r:Type>Signature</r:Type>
					<r:FieldName>SIG_Notary_1_NotaryID_true_0</r:FieldName>
					<r:SignatureRequired>true</r:SignatureRequired>
					<r:SignatureUniqueIdentifier>NotaryBlockSection1</r:SignatureUniqueIdentifier>
				</r:SignaturePoint>

• Type: Enhancement
• Reference: PBI 647196
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: No documentation impact

<r:Signer>
			<r:Id>NotaryID</r:Id>
			<r:Description>Notary/r:Description>
			<r:SignaturePoints>
				<r:SignaturePoint>
					<r:IncludeDate>true</r:IncludeDate>
					<r:PageNumber>10</r:PageNumber>
					<r:PageOrder>0</r:PageOrder>
					<r:Height>36.0</r:Height>
					<r:Width>162.0</r:Width>
					<r:SignatureText>NotaryID</r:SignatureText>
					<r:XCoordinate>37.0</r:XCoordinate>
					<r:YCoordinate>307.22</r:YCoordinate>
					<r:Type>Signature</r:Type>
					<r:FieldName>SIG_Notary_1_NotaryID_true_0</r:FieldName>
					<r:SignatureRequired>true</r:SignatureRequired>
					<r:SignatureUniqueIdentifier>NotaryBlockSection1</r:SignatureUniqueIdentifier>
				</r:SignaturePoint>

• Type: Enhancement
• Reference: PBI 625391
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Developer Guide: DiscreteParty

<Borrower index="1">
			<FirstName>Betty</FirstName>
			<MiddleName>P</MiddleName>
			<LastName>Borrower</LastName>
			<MailingAddressCity>Borrower City</MailingAddressCity>
			<MailingAddressState>MN</MailingAddressState>
			<MailingAddressStreetAddr1>456 Borrower Address</MailingAddressStreetAddr1>
			<MailingAddressPostalCode>56565</MailingAddressPostalCode>
			<EmailAddress>borroweremail@test.com</EmailAddress>
			<DebtCollectionAttorneyAddress>123 Attroney Address</DebtCollectionAttorneyAddress>
			<DebtCollectionAttorneyName>Jane Attorney</DebtCollectionAttorneyName>
			<DebtCollectionAttorneyCity>Attorney City</DebtCollectionAttorneyCity>
			<DebtCollectionAttorneyID>123</DebtCollectionAttorneyID>
			<DebtCollectionAttorneyState>MN</DebtCollectionAttorneyState>
			<DebtCollectionAttorneyPostalCode>55555</DebtCollectionAttorneyPostalCode>
			<DebtCollectionAttorneyEmailAddress>attorneyemail@mail.com</DebtCollectionAttorneyEmailAddress>
		</Borrower>

Sample response:

<r:DiscreteParties>
			<r:DiscreteParty>
				<r:ID>123</r:ID>
				<r:Name>Jane Attorney</r:Name>
				<r:AddressLine1>123 Attroney Address</r:AddressLine1>
				<r:City>Attorney City</r:City>
				<r:State>MN</r:State>
				<r:ZipCode>55555</r:ZipCode>
				<r:MailingMethod>First Class</r:MailingMethod>
				<r:EmailAddress>attorneyemail@mail.com</r:EmailAddress>
			</r:DiscreteParty>
		</r:DiscreteParties>

• Type: Enhancement
• Reference: PBI 645801
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Expere Developer Guide: SignaturePoint

• Type: Enhancement
• Reference: PBI 649078
• Compliance Impacts: This item is not a compliance or regulatory issue.
• Documentation Impacts: Document Generation Services Web Services Guide: DocInstance

<b:DocInstance>
                           <b:DocIDRef>PKGD.ErrorsAndOmissionsAgreement</b:DocIDRef>
                           <b:DocData>
                              <b:base64>JVBERi0xL=</b:base64>
                              <b:text i:nil="true"/>
                              <b:xml i:nil="true"/>
                           </b:DocData>
                           <b:InstanceDisplayName>Cooperative Fixed Rate Note</b:InstanceDisplayName>
                           <b:InstanceFileName>Default-Cooperative_Fixed_Rate_Note.pdf</b:InstanceFileName>
                           <b:InstanceFormattingMetadata>
                              <b:InstanceSigningInstructions>
                                 <b:Enum>NoSignatures</b:Enum>
                              </b:InstanceSigningInstructions>
                           </b:InstanceFormattingMetadata>
                           <b:InstancePacketType i:nil="true"/>
                           <b:InstancePacketName i:nil="true"/>
                           <b:InstanceDocumentRef i:nil="true"/>
                           <b:InstanceSequence>999</b:InstanceSequence>
                           <b:InstanceBarcodeValue i:nil="true"/>
                           <b:InstancePageCount>4</b:InstancePageCount>
                           <b:InstanceRecordableFlag>false</b:InstanceRecordableFlag>
                           <b:InstancePageSize>Letter</b:InstancePageSize>
                           <b:DocFormat>
                              <b:Enum>PDF</b:Enum>
                              <b:Text>PDF</b:Text>
                           </b:DocFormat>
                           <b:Copy i:nil="true"/>
                           <b:AncillaryOutputOption i:nil="true"/>
                           <b:SignaturePointSet i:nil="true"/>
                           <b:FillableFieldSet i:nil="true"/>
                           <b:InstanceProperties>
                              <b:ColorPaperRequired i:nil="true"/>
                              <b:ColorPaperColor i:nil="true"/>
                              <b:PrintingOption i:nil="true"/>
                              <b:RegistrationRequired i:nil="true"/>
                              <b:RegistrationInstructions i:nil="true"/>
                              <b:RecordingRequired i:nil="true"/>
                              <b:RecordingInstructions i:nil="true"/>
                              <b:CustomerPrintingRequired i:nil="true"/>
                              <b:CustomerPrintingInstructions i:nil="true"/>
                              <b:AttachmentRequired i:nil="true"/>
                              <b:AttachmentInstructions i:nil="true"/>
                              <b:InsertRequired i:nil="true"/>
                              <b:InsertInstructions i:nil="true"/>
                           </b:InstanceProperties>
                           <b:DocumentProfileId>10742226</b:DocumentProfileId>
                        </b:DocInstance>