Release Notes v4.13 - 2025-02

Highlights:

  • Changes to PDF layout for improved screen reader experience

Web app changes:

  • Secure lifetime income pages text changes and error corrections
  • For users of our intelliflo app. The notification text has changed to “Liabilities, holdings and total net monthly expenditure are not currently available from the intelliflo API. If you record this information in IO you may need to manually enter this to the Risk Capacity section in Oxford Risk. Itemised expenditure and liabilities saved as plans are available through the integration”

PDF Changes:

  • PDFs more accessible to people with a screen viewer through various visual updates and wording changes. These changes include:
    • Changes to the description of behavioural scales to aid understandings of our users using screen readers.
    • Add boarders to question response tables in the full report
    • 'Ref' column in the the question response table to be not be read by screen readers
    • Add boarders to the Financial Circumstances and Goals (FCG) balance sheet table in full and summary report
    • FCG scales to be shown in standard scale format and not as labels to match rest of the pdf and give context to the result
    • Change FCG balance sheet labels to say “description”
    • Investment Sense questionnaire result text updated with title “you responded”. e.g. “Diversifying your portfolio across many types of investments helps to reduce risk. You responded: X”
    • Text change to Consistency explanation. The text now reads “
    • Scales are now full width of the page and positioned vertically down the page rather than in two columns.
    • Projection chart wording has been updated to include descriptions to the title text to clarify the statement “10% risk”.  e.g Investing £290K at Medium Risk (4.2 risk level or 10% standard deviation of returns) means that after 10 years:
    • Change description of asset allocation chart introductions to begin with “This” instead of “Below”
    • To more accurately describe SRL pages that show how the assessments impact the SRL score through text, we have added explanations to describe the graphics through our text descriptions. e.g “the effect of your risk capacity adjusts your SRL score from Medium to Very High”
    • Hiding non relevant labels on scales from screen readers as they make the screen reading experience worse

Bugs fixed:

  • Group PDFs SRL description text are showing incorrectly
  • unable to select K&E check boxes for some clients
  • Last Updated filter doesn't return clients updated today
  • Able to submit quickfill questionnaire without required fields
  • Last Updated filter doesn't return clients updated today
  • Unable to edit non-investible assets
  • Your Group' filter is not available to relevant users
  • Agreed Risk level page not shown on summary PDF
  • Changes made to the "Send Email" template not saving