fidelity-ai-workspace/workspaces/fidelity/project-knowledge/06-daily/2026-05-21.md

type, project, date, updated, focus, work-items, blockers, tags

type	project	date	updated	focus	work-items	blockers	tags
daily	fidelity	2026-05-21	2026-05-21	PDIAP-12284 PDIAP-15836	PDIAP-12284 PDIAP-15836		daily fidelity

2026-05-21

Findings

• Screenshot evidence from the XFlow entry-point validation checklist indicates HybridBloomAccountOpening has both UIKit-host and SwiftUI-host validation marked complete, with full dismissal/cleanup confirmed for both host modes.
• HybridBrokerageAccountOpening and HybridYouthAccountOpening are also marked as validated for SwiftUI host, UIKit host, and full lifecycle/dismissal coverage in the checklist.
• The accountLink P2P transfer flow uses fidelity://p2ptransfer?id=testAlias (via FTP2PDeepLinks.swift). Note: authenticate-then-custom (user must be logged in).
• Common-launch routes use XFlowCommonLaunchView:
  • cd (Certificate of Deposit): fidelity://XFlowHost?flowId=cd (defaults to cd without flowId) or https://www.fidelity.com/u/account/feature/cd.
  • psta (Penny Stock Agreement): fidelity://XFlowHost?flowId=pst or fidelity://PstFeature.
• AODeepLinkLaunchView remains untested in the checklist for native-on, native-off, and dismissal paths.

Validation To Run

• Complete UIKit-host validation for accountLink / P2P transfer flow using fidelity://p2ptransfer?id=testAlias.
• Validate common-launch routes:
  • cd: fidelity://XFlowHost?flowId=cd&workitem=smoke_cd_01
  • psta: fidelity://XFlowHost?flowId=pst&workitem=smoke_pst_01
• Validate AODeepLinkLaunchView for both native toggle branches and dismissal behavior.
• Keep using the checklist as a general entry-point guide rather than a session-by-session log.