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

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PDIAP-15765 - AO DOB field error not showing investigation

Status

  • Active again
  • Move back to In Progress on the next workday
  • Small XFlowSDK compatibility PR opened for the iOS-side fix

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.
  • 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.

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 appears fixed immediately by the service-side payload update, but the XFlowSDK fallback PR should still be released so iOS handles the older birthDate format more safely.
  • 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.

Next Step

  • Get the small XFlowSDK compatibility PR reviewed and released.
  • Close the story with comments explaining that the immediate Youth issue was resolved on the service side and that the XFlowSDK fallback fix will be available in the next release.
  • 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.