- Created daily log entries for April 13-16, 2026, capturing standup contexts, Mattermost syncs, and ongoing work items.
- Established a daily logs index for easy navigation of daily entries.
- Introduced templates for daily notes, decisions, meeting notes, people, systems, and work items to standardize documentation.
- Developed maps for AI workspace core, current work, Fidelity domain, and work items to enhance workspace navigation.
- Implemented base configurations for daily notes, decisions, people, systems, work items, and workstreams to streamline data management.
- Added a placeholder for attachments to facilitate file organization.
Jeff clarified that PDIAP-15765 should not move to Done until the PR is merged.
Santosh approved the PR, but one code-owner approval is still required before merge.
Jeff asked for one more AO working-group Teams reply that:
summarizes that the original iOS issue was reproduced and addressed with the iOS-side change
points the group to the Jira comment, Discourse comment, and PR
explains that the initially found HybridBrokerageAccountOpening / JointIdentityCheck problem is separate
notes which service-side changes were already made and which still appear to be needed
David clarified that the confirmed service-side change was limited to the Youth-flow TeenIdentityCheck path. For external communication, avoid overstating the scope or calling out Rashmi by name unless that attribution is specifically needed.
David clarified that the iOS change should be described as a compatibility improvement to reduce similar future issues with the older birthDate format. It should not be described in a way that implies it also applies to the separate HybridBrokerageAccountOpening / JointIdentityCheck issue.
Jeff said the AO working-group draft was still confusing and wanted to edit it himself to make it very clear and avoid follow-up questions.
David clarified that the HybridYouthAccountOpening / TeenIdentityCheck issue was iOS-only; it should not be described as affecting both iOS and Android.
David clarified that the service-side change and the iOS-side fallback address the same Youth / TeenIdentityCheck issue, not two separate Youth issues. The service change was the immediate resolution, while the iOS PR is a compatibility safeguard if that older birthDate format appears again.
David has personally seen birthDate used on two pages so far, but broader reuse in other flows is still unconfirmed and should be described carefully.
For Jeff's framing question, the current understanding is two affected flow scenarios, not three: the iOS-only Youth / TeenIdentityCheck issue, and the separate cross-platform HybridBrokerageAccountOpening / JointIdentityCheck service-side issue.
Jeff confirmed on April 15 that the minimal iOS birthDate fallback is the right change for the Youth / TeenIdentityCheck case and approved opening the PR under the same story.
Jeff clarified the historical reason for the fallback behavior: older AO services often still use older payload conventions, while the SwiftUI refactor was validated more heavily against newer Slate-based services using validations.
Jeff said the easiest fix is usually this kind of iOS-side fallback when the consumer is AO, the issue is iOS-only, and the service payload shape differs from what the SDK expects.
Jeff approved the Jira and Discourse comments with one wording change: say I checked the original iOS issue again instead of I re-checked.
Jeff approved sending a final AO working-group summary, but wanted it to be much clearer about what was fixed on iOS, what Rashmi changed on the service side, and what separate service-side issue still remains in HybridBrokerageAccountOpening / JointIdentityCheck.
David later checked Cogstore and confirmed that the relevant flow-definition change tied to Rashmi's service update is already in QA as version 0.0.142, while Production is still on 0.0.133, so that flow change is not live in production yet.
Jeff concluded there is no point relying on a separate service release for the Youth issue if it would also require its own rollout; the iOS PR should be treated as the primary fix path, while the QA-side flow-definition change explains why the issue no longer reproduces in XQ1.
Durable tooling/system note: in Fidelity flow work, Cogstore is the platform used to modify and publish many individual flow configurations, compare versions per flow, and check who/when a specific flow version was published to QA or Production. Slate was the newer consumer-side configuration tooling during the SwiftUI refactor, but Jeff believes it is now decommissioned.
Additional tooling note: flow IDs are not guaranteed to exist in both Cogstore and Slate, so the active configuration source for a given flow should be verified instead of assumed.
David confirmed that the HybridBrokerageAccountOpening / JointIdentityCheck flow-definition content is the same in QA and Production even though the versions differ (0.0.267 vs 0.0.263), so that separate rule-content issue should also be reproducible in Production.
Jeff asked Rashmi to revert the Youth-flow service change so the iOS-side PR can remain the single fix path for that issue.
David confirmed Rashmi reverted the QA change by publishing the earlier flow version, and local Fid4 validation with the iOS PR showed the birthDate-based validation now works as expected.
Jeff's preferred external summary is now very explicit: we went back and fixed their original iOS-only issue on the iOS side, while the separate HybridBrokerageAccountOpening / JointIdentityCheck issue is a new service-side problem that still needs its own follow-up.
david.delagneau
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