Coop Corrections - Business rules when changing directors inside of a correction

[danaannab]

This is an effort to keep CRS Correction consistent with Entities Corrections.

->UI to introduce a warning text about Director change acceptance or whether the system will ignore the correction

Currently for a LTD correction:

Design:
https://preview.uxpin.com/53053d7aeb85fb29915f7afa596429aea4f2a964#/pages/164029564

[danaannab]

GIVEN that the user has filed a Director correction after the AGM (Annual General Meeting)
WHEN the date of the director change is AFTER the AGM
THEN the system will accept the correction
ELSE If the date of the director change is BEFORE the AGM
THEN the system will not register the correction/change

[JohnamLane]

Dana, ask Ethan to find the contents of the expected modal/message to include in this ticket.

[PCC199]

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[JohnamLane]

@ethantspitt Can you please work with Dana and the business to define the specific message or validation to show when changes predate AGM.

[ethantspitt]

Investigated the AGM date UI screens for coops and would hope to get some business requirement regards to:

• Looking at a Limited company correction for example, the screen does not ask user for input a director change date. Do we need this information for Coop corrections?
• how are the AGM dates validated currently for coops? ( couldn't find an example in BCROS ) are there any existing error messages?

[ethantspitt]

Actions for design :

• Add date selection box for director change
• Add AGM date field

[JohnamLane]

For discussion tomorrow in refinement - adding Director Change date means there will be 3 dates tracked for this correction:

1. Filing date
2. Effective date
3. Director change date

Can this be accommodated?
Also, need confirmation on AR vs AGM date - which is tracked for Coops and which date is used as the stop line for changes?

After requirements being final, we must review with Linda.

[danaannab]

Reviewed with Linda and she recommended following up with Business on whether entering a date and filing the Director Correction without automating the filing process is feasible. The business should be able to decide whether the Director correction is valid or not on a case by case scenario, once the correction is submitted by the end user.

A meeting with @JohnamLane and @ethantspitt will be organised to discuss the implications of simply entering the date and choosing the correction goes through or not. More feedback to be collected on the different scenarios a Director Correction should take place.

[danaannab]

After several discussion with the business and Linda I opened #18571 and we will work from that ticket.