BSA/Wealthserv – Maintenance Window Updates

1. Secure Messaging Hot Fix. System may be intermittently unavailable during the release

1. These applications may be unavailable during the maintenance window.

1. API Server Maintenance. System will be unavailable during the maintenance window.

1. API Server Maintenance. Users may experience brief interruptions in API services during the maintenance window.

1. Secure Messaging maintenance. Users may experience brief interruptions in secure messaging during the maintenance.

1. SSL Cert update. No downtime during the maintenance.

1. System Maintenance – Secure Messaging. No downtime during the maintenance.

1. IDEX System Maintenance. No downtime during the maintenance.

1. System Maintenance. WealthServ may be inaccessible for a brief period during the maintenance

1. System Maintenance. WealthServ may be inaccessible for a brief period during the maintenance

1. IDEX Maintenance.  BackOffice will be available during the maintenance. Feeds processing will be briefly suspended.  No impact expected to normal feeds processing at start of business day.

1. Inforce Feeds Maintenance.

1. Backoffice Maintenance Fix. BackOffice will be unavailable during the maintenance window.

1. Database Maintenance Fix. BackOffice will be unavailable during the maintenance window.

1. Database Maintenance Fix. BackOffice will be unavailable during the maintenance window.

1. BackOffice Maintenance Fix for browser compatibility fixes. BackOffice will be unavailable during the maintenance window.

1. BackOffice Maintenance Fix for browser compatibility fixes. BackOffice will be unavailable during the maintenance window.

1. BackOffice Maintenance Fix for Email Tab issue. BackOffice will be unavailable during the maintenance window.

10:00 PM – 11:00 PM EST – WealthServ Insurance.

1. BackOffice Services Fix for Document/Email and FIT Services issue. BackOffice will be unavailable during the maintenance window.

1. Fix to Inforce Duplicate Policy Issue.

1. Fix to Quick Entry.
2. Fix to Bank Reconciliation
3. Fix to Document Downloads with commas in filename

1. Database Indexing. No expected outage.

1. Affects Client 2418 only. No service outage.

1. WealthServ platform will be unavailable during the maintenance window.

1. WealthServ UAT environments will not be accessible during the upgrade.

1. FEED-147 – Update for Foresters eApp Feed – PIN 2418 Only

This will impact all WealthServ Investments and Insurance.  There is not expected to be any outage as a result of the certificate update.

1. INV-16185 RepVision – Client 2412
2. INV-16353, INV-16423/INV-16455 – Optimizations/Bug fix – Client 2415
3. INV-16518  – NSP checking process for /Rx will be triggered even if /Rs

Bluesun Advisor maintenance 10:00 PM – 12:00 AM EST.  There will be no outage for Bluesun Advisor.

1. SUN-1598 – Fix Investment Rep Name not Displaying When Company Flag is Null.
2. SUN-1548 – Assistants can’t access investment profiles

WealthServ Insurance maintenance 10:00 PM – 12:00 AM EST.
WealthServ Insurance may be unavailable intermittently during maintenance window.

1. DNS updates necessary for AWS migration Feb 5.

1. INS-17340 – Client 2005 Only
2. IF-751 – Client 2415 Only
3. Fix  – unable to update policy due to missing coverage values in Inforce/BoB Feeds

Bluesun Advisor maintenance 10:00 PM – 12:00 AM EST.  There will be no outage for Bluesun Advisor.

1. Fix – MGA’s using SSO not able to view Investment Summary pie chart.

1. Add AWS configurations
2. Complete regression testing

1. Activate Foresters eApp Feed for 2418
2. Activate Foresters Pending Feed for 2418
3. Update Edge eApp Feed for 2418
4. Accruals View Advanced Query Updated to include MGA and Client Name
5. Policy View Advanced Query Updated to include Tags
6. Activate Empire SSO

WealthServ Investments Maintenance 10:00 PM – 11:00 PM EST

1. Add browser compatibility tracking code to pages missing this tracking.
2. Remove Log4j component. Please note this version is not affected by the Log4j vulnerability. This is being removed as a future security precaution.

1. Bluesun Advisor Unavailable 10:00-10:15 PM

1. WealthServ Investments and Insurance unavailable
2. Bluesun Advisor Unavailable

1. Jira will be unavailable during the maintenance window. For any issues during the maintenance window, please email ca_productsupport@ipipeline.com.

1. Maintenance update for ivari BoB.

1. Maintenance update for PIN 2412.

1. Fix issue with Pending Files not moving to completed status.

There is no expected outage for this release.

1. Revert Investment IDEX Service to 2021.07 release version to address US file processing issue. No impacts to Clients during the release.

1. Restart Investment IDEX Service to address US file processing issue.
2. Apply post release hotfix to Investments BackOffice to address issue updating notes on plans.

1. Jira will be unavailable during the maintenance window. For any issues during the maintenance window, please email ca_productsupport@ipipeline.com.

1. Release Edge eApp combo codes.
2. Release Broker Portal delivery extensions to address issue with erroneous “errors” reported during Broker Portal scheduled report delivery

1. Release Investments 2021.07 item 1.6 Document Required Flag deferred from initial release.
2. Update FundServ SSL

To apply performance updates to secure messaging.

This is to perform maintenance as part of the CloundEndure migration for AWS Disaster recovery updates.

This is to perform important maintenance updates in JIRA.  JIRA is expected to be unavailable during the maintenance.

For emergencies only during this time, please use the emergency support number 905-333-3337.

For non emergency issues, please open a JIRA ticket as usual after the maintenance is complete.

This is to address an issue with trade approvals in Backoffice which may affect some users depending on compliance approval configuration in WealthServ.

This is the first in a series of many updates we will need to make to this report to allow it to run more quickly and reliably

Date range limitations will be set to a maximum of 366 days for the following reports:

1. BPCC
2. Placed Cases Reports
3. Written Cases Reports

This measure is necessary to reduce the requests of  large amounts of data so that reports can be returned successfully while minimizing the impact to clients while using the system for day to day activities

* see further info below

Normal maintenance that removes duplicate files once they have been uploaded to the newly created policy record

This is to validate today’s upload issue solution that we were unable to validate during the day.