Plans in both iOS and web showing previous clients after FTA client updates change

[LisaMoore1]

Background

• agreement holders change by way of a disposition
• when the disposition is complete staff update FTA to reflect the new agreement holders
• if a new plan is needed as a result of client changes staff can initiate an amendment so the need for signatories is triggered
• identified by Kassia James on RAN076112 (2019-03-15)

Requirements-General

• only current agreement holders/partners should show up on current/editable plans
• former agreement holders must be identified and shown as having signed on the plans to which they were signatories
• once a plan is approved (signed by all) it should not longer "accept" FTA update changes to data
• when an approved plan enters (or remains in) any editable status (ex. by way of amendment) "FTA current" data needed

Requirements-Specific

• current clients pulled into system using initial data pull from FTA, identified using Client# and locn code and visible on pertinent RANs
• on subsequent data pulls current vs. previous and main vs. joint venture partner status must be updated
• agreement holders displayed consistent with Requirements-General