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fidelity-ai-workspace/vault/02-work-items/pdiap-15765.md

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type, project, status, ticket, title, systems, workstreams, people, related, updated, tags
type project status ticket title systems workstreams people related updated tags
work-item fidelity active PDIAP-15765 AO DOB field error not showing investigation
xflowsdk
fid4
cogstore
ao-discourse
xflow-debugging
jeff-dewitte
gurram-santosh
raj-sundararaj
2026-04-17
work-item
fidelity
ao
xflow

PDIAP-15765 - AO DOB field error not showing investigation

Status

  • Active closeout
  • Small XFlowSDK compatibility fix merged and released in XFlow 2.8.48
  • XFlowViewMaker was updated to the new XFlow version and a follow-up PR was opened
  • The XFlowViewMaker PR already has some approvals, but one FTFrameworks code-owner approval is still required before merge

Context

  • This ticket is tied to an AO DOB validation issue.
  • The issue was confirmed for authenticated users in the HybridYouthAccountOpening flow on the TeenIdentityCheck page.

Confirmed Findings

  • The issue reproduces only for authenticated users based on the currently stored evidence.
  • The Youth / TeenIdentityCheck scenario is the iOS-only issue; do not describe it as reproducing on Android.
  • Root cause was documented.
  • The original external report was incomplete.
  • For the config discussion, CheckIdentity was already correct. The TeenIdentityCheck issue had two config gaps inside validation-rules: the root key should be validations, and the age gate also needs eighteenOrAbove there when that rule is required.
  • Follow-up validation on April 13 showed two distinct authenticated scenarios rather than one uniform cross-platform issue.
  • A HybridBrokerageAccountOpening / JointIdentityCheck scenario reproduces on both iOS and Android.
  • A HybridYouthAccountOpening / TeenIdentityCheck scenario works on Android but fails on iOS.
  • Current evidence suggests Android is more flexible in how it decodes rule variations, while iOS is stricter about the expected validation-rules structure.
  • Later validation on April 15 showed the original HybridYouthAccountOpening / TeenIdentityCheck issue no longer reproduces once the payload uses validations instead of birthDate.
  • A minimal XFlowSDK fix was still prepared on April 15 so the iOS .apxDateSelect path also falls back to birthDate for a future release.
  • Jeff confirmed on April 15 that this minimal iOS fallback is the right fix direction for the Youth / TeenIdentityCheck case and approved opening the PR under the same story.
  • On April 16, Jeff decided the iOS PR should be the primary fix path for the Youth / TeenIdentityCheck issue rather than relying on a separate service rollout.
  • Later on April 16, the PR received final approval, was merged, and the XFlow release was cut as version 2.8.48.

Current Guidance

  • Treat the iOS-only HybridYouthAccountOpening / TeenIdentityCheck discrepancy as the main client-side issue currently aligned with the story.
  • Keep the cross-platform HybridBrokerageAccountOpening / JointIdentityCheck scenario separate until it is clear whether it is a service/config issue, a distinct bug, or an unreported rule-processing difference.
  • Keep the authenticated-user qualifier whenever this ticket is mentioned.
  • Do not describe it as a generic validation issue without the TeenIdentityCheck and auth context.
  • The originally reported Youth issue was fixed for the Youth-flow TeenIdentityCheck path by the service-side payload update from birthDate to validations; local Fid4 validation also confirmed it. The XFlowSDK fallback PR should still be released so iOS handles the older birthDate format more safely.
  • That service-side Youth fix was later rolled back in QA so the iOS PR can remain the single fix path; local Fid4 validation with the PR still confirmed the birthDate validation works correctly.
  • Jeff provided historical context that these fallback paths exist largely to accommodate older AO payload conventions; when the issue is AO-specific, iOS-only, and caused by a service-vs-SDK key mismatch, this kind of iOS fallback is the usual fix.
  • The HybridBrokerageAccountOpening / JointIdentityCheck issue is different from the original Youth report: the rule content itself does not include ageRange or eighteenOrAbove, so that path still points to a service-side update rather than the same iOS parsing gap.
  • David compared HybridBrokerageAccountOpening / JointIdentityCheck in Cogstore and found the relevant rule content is the same in QA and Production despite different flow-definition versions, so that separate issue should also exist in Production.
  • The small iOS PR should be described as a compatibility safeguard for future older-format payloads and should not be framed as applying to the HybridBrokerageAccountOpening / JointIdentityCheck issue.
  • The service-side birthDate -> validations change and the small iOS PR both relate to the same Youth / TeenIdentityCheck issue; they should not be described as separate Youth issues.

Next Step

  • Get the remaining FTFrameworks code-owner approval on the XFlowViewMaker follow-up PR.
  • Run the remaining pipeline/release steps after the PR merges.
  • Update Fid4 so the released XFlow 2.8.48 change propagates through the consumer path.
  • Keep the separate HybridBrokerageAccountOpening / JointIdentityCheck scenario out of the client-fix scope unless later evidence proves it is part of the same issue.
  • Consider a separate follow-up ticket for the cross-platform service-side issue if that path still stands after consumer confirmation.
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