DBA Relationship: When listing DBA’s OrgBook shows the most current name of the corporate owner in the related to section even if BC does not yet have that link on hand (e.g. applicable in a BC Company has changed its name but the user has not yet updated firm records). Due to frequency of these cases
Assumed Name Fix: When searching in OrgBook you may only search by the home jurisdiction company name. When you load the record you are then shown the assumed company name. Search should enable load by both home jurisdiction company name or assumed name. In both search and the organization screen there is a need to label the name type for clarity.
Jurisdiction: Currently OrgBook includes Jurisdiction in the timeline. However, because there aren’t Jurisdiction credentials yet there isn’t a proper mapping of jurisdiction over time. As a result if an extraprovincial company changed it’s jurisdiction (e.g. the home jurisdiction continued to different jurisdictions or was listed wrong initially and corrected) when you click on older segments of the timeline the screen that loads still shows the current jurisdiction. This seems to suggest that at the time of the segment clicked the jurisdiction listed applies. Before Jurisdiction is issued credentials this could be mitigated by relabelling Jurisdiction field as ‘Current Jurisdiction’. E.g. is A0070194 – I am heading into a meeting but can provide information on what happened to this company’s jurisdiction over time if it is helpful.
I would also prioritize enabling searching of prefixes using lower case or combination of cases as I think this will be a stumbling point for many users. E.g. for FM0731915 enable search with lower case fm or mixed case Fm / fM.
DBA Relationship: When listing DBA’s OrgBook shows the most current name of the corporate owner in the related to section even if BC does not yet have that link on hand (e.g. applicable in a BC Company has changed its name but the user has not yet updated firm records). Due to frequency of these cases
Assumed Name Fix: When searching in OrgBook you may only search by the home jurisdiction company name. When you load the record you are then shown the assumed company name. Search should enable load by both home jurisdiction company name or assumed name. In both search and the organization screen there is a need to label the name type for clarity.
Jurisdiction: Currently OrgBook includes Jurisdiction in the timeline. However, because there aren’t Jurisdiction credentials yet there isn’t a proper mapping of jurisdiction over time. As a result if an extraprovincial company changed it’s jurisdiction (e.g. the home jurisdiction continued to different jurisdictions or was listed wrong initially and corrected) when you click on older segments of the timeline the screen that loads still shows the current jurisdiction. This seems to suggest that at the time of the segment clicked the jurisdiction listed applies. Before Jurisdiction is issued credentials this could be mitigated by relabelling Jurisdiction field as ‘Current Jurisdiction’. E.g. is A0070194 – I am heading into a meeting but can provide information on what happened to this company’s jurisdiction over time if it is helpful.
I would also prioritize enabling searching of prefixes using lower case or combination of cases as I think this will be a stumbling point for many users. E.g. for FM0731915 enable search with lower case fm or mixed case Fm / fM.