Ingenio Version 2.16 Public Release notes

Purpose

This 2.16 release includes three projects: Keystone, Salmon, Productive and Resonate.

Implement multi-entities access for Entity User
Entity User Profile Info Updating Logic
- Confirmation validation for updating contact card info in Firm-level
- Real-time Notification for "Filing Required" Transaction

2. Salmon Features

Logic Enhancement in Form Builder (internal)
Data Loading and Display (internal)
User Interface Enhancements:
- Improve contact copy & paste feature.
- Enhance upload document component.
- Add a confirmation box for item deletion.
- Searchable dropdown component and a new auto-complete component.
Improvement on Data Handling and Storage (internal)
New Transaction Improvements (internal)
Share Transaction Improvements:
- Allow the user to input a sequence certificate number for the share transferee.
- Improvements in the form conditions.
Required Field Marking and Validation:
- Update required fields checking and field validation.
UI/UX simplification:
- Improvement of display of contacts from the Contact Search.

Create Ingenio-version standard Register Templates as follows:
- Directors Register
- Officers Register
- Central Securities Register
- Register of Significant Control
Mark all Register(s) as "Historical" after Entity Onboarding & Generate present Register(s) using Ingenio Template(s)
Update "Registers" document template(s) after any related new transaction & Mark the previous one(s) with a water print of "Historical" and put it(them) into "Historical Registers" Section.
ONLY current registers are included for Entity VMB downloading.

Improvements in Billing and Client invoicing
- Client Proposals (internal)
- Firm Creation (Internal)
- Billing (internal)
- Invoicing (internal)