ALF Cloud Roadmap

Q4 2024 – WIP (Progress percentages as of February 2, 2025)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • BC – API (REVISED DATE FROM THE BC REGISTRY – March 2025 * Waiting for access to a fully functional sandbox environment)  PAUSED
  • Document Assembly Enhancements ​IN PROGRESS – 95% Complete
    • Flexibility of “winning styles” between Body and Base templates. DONE
    • New option for Securities Registers to indicate when Uncertificated shares are issued. DONE
    • Handling of historical names in all Registers (Director, Share, ISC, etc.). DONE
  • French Translation for Full application IN PROGRESS – Revised 70% Complete
    • Support for Corporate Execution blocks available (e.g.’Signataire autorisé’’)  DONE
  • Workflow efficiencies IN PROGRESS
    • Enhancements for editing of data IN PROGRESS
      • By-pass built-in data validation when making changes to the constitution data. DONE
      • Option to not issue share certificates due to an alteration (multi-step transaction). DONE
      • Ability to batch cancel/issue share certificates not tied to transactions. IN PROGRESS – 70% Complete
      • By-pass built-in data validation when deleting share transactions, share certificates, and shareholdings.  IN PROGRESS – 99% Complete
      • By-pass built-in data validation when editing share transactions, share certificates, and shareholdings.  IN PROGRESS – 65% Complete
    • Enhancements for viewing data IN PROGRESS
      • Ability to view issued and cancelled share certificates in shareholding details. DONE
      • Label added to clarify Delivery address is the default address used if not specified. DONE
    • Enhancements for navigation IN PROGRESS
      • Ability to export data in index tables to Word or Excel DONE
    • Enhancements for Assembled Documents IN PROGRESS
      • Word documents can be converted to .txt files on the fly during the CORES WebFiling process DONE
  • Advanced Searches (Phase 2) IN PROGRESS
  • Basic “application update” notification  IN PROGRESS – 99% Complete
  • Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete
  • Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete
  • Virtual Minute Book Enhancements
    • Use predefined names when uploading documents to the VMB. DONE
    • Altered “Order by” preference to account for VMB sections if desired. DONE
    • Optimization of VMB Export if file contains corrupted PDFs.  DONE
  • Warrants and Options
    • Ability to record Warrants and Options IN PROGRESS – 99% Complete
    • Ability to exercise Warrants and Options IN PROGRESS – 99% Complete
    • Generate a Warrants / Options Register IN PROGRESS – 99% Complete
Q3 2024 – WIP (Progress percentages as of November 18, 2024)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • BC – API (REVISED DATE FROM THE BC REGISTRY – March 2025)  PAUSED
  • Document Assembly Enhancements ​IN PROGRESS – 95% Comple
    • Implemented Document Assembly codes for Federal ISC documents. DONE
  • French Translation for Full application IN PROGRESS – Revised 70% Complete
    • When corporate entities have an active English legal name and an active French legal name, these are now indicated in the entity index. DONE
  • Workflow efficiencies IN PROGRESS
    • Enhancements for editing of data IN PROGRESS
      • Added an indicator to entity drop-downs that denotes whether the entity is associated with a corporate entity. DONE
      • Added a column to the tasks table which displays the initials of the user who initiated a task. DONE
      • Added ability to edit dates on share re-distributions (issue and cancel dates).  Can sync date with associated share transactions to resolve mismatching of dates.  DONE
      • Adjusted behaviour when creating Annual Maintenance and Federal Annual Maintenance tasks so that the “include annual report materials” and “include annual resolution materials” are checked by default if the months specified in “Annual report materials filed at” and the “Resolutions” date pickers match. DONE
      • Change related Dates within a Task to now include share re-distributions and amendments DONE
    • Enhancements for navigation IN PROGRESS
      • Increased number of Last Accessed Corporate Entities (dashboard) DONE
      • Added a button to allow drilling down from report results into related corporate entities. DONE
    • Enhancements for Assembled Documents IN PROGRESS
      • Option to add Corporate Entity name to the end of the downloaded file name DONE
      • Return to legacy individual register format Phase 2 required to account for migrated data DONE
  • Advanced Searches (Phase 2) IN PROGRESS
  • Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete
  • Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete
  • Virtual Minute Book Enhancements
    • Batch move documents in a VMB via drag and drop DONE
    • Ability to add Watermarks to Exported VMB (e.g. Copy) DONE
    • Legacy VMB Exporter Batch move documents in a VMB IN PROGRESS – 99% Complete
  • Warrants and Options
Q2 2024 – WIP (Progress percentages as of August 7, 2024)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • BC – API (REVISED DATE FROM THE BC REGISTRY – January 2025) PAUSED
  • Finalization of Federal ISC Component to match filing requirements of Corporation Canada’s Online Filing Center DONE
  • Active Directory (SSO) Implementation (profile changes) DONE
  • Document Assembly Enhancements ​IN PROGRESS – 95% Complete
  • French Translation for Full application IN PROGRESS – Revised 70% Complete
  • Workflow efficiencies IN PROGRESS
    • Enhancements for editing of data IN PROGRESS
    • Return to legacy individual register format Phase 2 required to account for migrated data IN PROGRESS – 99% Complete
    • New permissions
      • Limited Document Assembly for Internal Read Only users DONE
      • Restrict Template editing for junior administrator DONE
  • Advanced Searches (Phase 2) IN PROGRESS
  • Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete
  • Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete
  • Virtual Minute Book Enhancements
    • Batch move documents in a VMB IN PROGRESS
    • Add Watermarks to Exported VMB IN PROGRESS
  • Warrants and Options
Q1 2024 – WIP (Progress percentages as of April 12, 2024)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • BC – API (REVISED DATE FROM THE BC REGISTRY – None provided – We anticipate this is going to be in 2024) PAUSED
      • BC – Legacy WebFiling DONE
        • Data Retrival (Form 99) DONE
  • Document Assembly Enhancements ​IN PROGRESS – 95% Complete
    • Iterative Assembly for PDF documents DONE
  • French Translation for Full application IN PROGRESS – Revised 70% Complete
    • Additional Support for French Translation of the application DONE
  • Implementation – Creation of External Links for File Sharing (Phase 2) DONE
    • Shared Document Links Dashboard Widget DONE
    • ​Shared Documents Links Consolidated Index in a Corporate Entity DONE
  • Defunct indicator in Entity Summaries DONE
  • Defunct indicator in Corporate Entity Summaries DONE
  • Relaxation of internal Data Entry restrictions for Share Transactions (Phase 2) DONE
  • Workflow efficiencies IN PROGRESS
    • Streamline file download process DONE
    • Streamline editing of data DONE
    • Return to legacy individual register format – consolidate issuance and cancellation details on a single row for share certificate redistribution (splits, consolidations) DONE
      • Phase 2 required to account for migrated data IN PROGRESS – 75% Complete
    • Return to legacy workflow for Repurchase/Redemption transactions DONE
    • Users can switch between office locations DONE
    • Re-ordering added to the following tables
      • Principals
      • Share Certificates
      • Addresses
      • Telcoms
      • VMB sections
  • Active Directory (SSO) Implementation (login) DONE
  • Active Directory (SSO) Implementation (profile changes) IN PROGRESS
  • Advanced Searches (Phase 2) IN PROGRESS
  • Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS
  • Global Tasks TO DO
Q4 2023 – WIP (Progress percentages as of January 18, 2024)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • BC – API (REVISED DATE FROM THE BC REGISTRY – None provided – We anticipate this is going to be in 2024) PAUSED
      • BC – Legacy WebFiling IN PROGRESS
        • Data Retrival (Form 99) PAUSED
  • Document Assembly Enhancements ​IN PROGRESS – 95% Complete
  • French Translation for Full application IN PROGRESS – Revised 70% Complete
    • Additional Support for French Translation of the application DONE
  • Implementation – Creation of External Links for File Sharing (Phase 2) IN PROGRESS – 50% Complete
    • Shared Document Links Dashboard Widget DONE
    • Shared Documents Links Consolidated Index in a Corporate Entity IN PROGRESS
  • Defunct indicator in Entity Summaries DONE
  • Snooze tickler alerts DONE
  • Drag and Drop files within VMB DONE
  • Bulk Assembly of Individual Share Registers in a share class DONE
  • Relaxation of internal Data Entry restrictions for Share Transactions (Phase 1) DONE
  • Additional Support for French Translation of the application DONE
  • Workflow efficiencies IN PROGRESS
    • Streamline file download process IN PROGRESS – 99% Complete
    • Streamline editing of data IN PROGRESS – 50% Complete
    • Return to legacy individual register format – consolidate issuance and cancellation details on a single row for share certificate redistribution (splits, consolidations) IN PROGRESS – 15% Complete
    • Return to legacy workflow for Repurchase/Redemption transactions TO DO
    • Relaxation of internal Data Entry restrictions for Share Transactions (Phase 2) TO DO
  • Active Directory (SSO) Implementation TO DO
  • Global Tasks TO DO
Q3 2023 – WIP (Progress percentages as of October 12, 2023)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024) PAUSED
      • BC – Legacy WebFiling IN PROGRESS
        • Notice of Change of Address (Form 2) DONE
        • Notice of Change of Name (Form 11) DONE
        • Data Retrival (Form 99) IN PROGRESS
  • Document Assembly Enhancements ​IN PROGRESS – 95% Complete
  • French Translation for Full application IN PROGRESS – 95% Complete
  • Custom Fields (Document Assembly) DONE
  • Implementation – Creation of External Links for File Sharing (VMB Documents) DONE
  • Shareholding Combine for duplicate Class shareholdings DONE
  • Further Share Register support DONE
  • Implementation – Creation of External Links for File Sharing (Phase 2) TO DO
  • Active Directory (SSO) Investigation DONE
  • Active Directory (SSO) Implementation TO DO
  • Global Tasks TO DO
Q3 2023 – WIP (Progress percentages as of July 17, 2023)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • AB DONE
        • Data Retrieval DONE
      • BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024)  **PAUSED**
      • BC – Legacy WebFiling IN PROGRESS
        • Incorporation (Form 1) DONE
        • Annual Maintenance (Form 6) DONE
        • EP Annual Maintenance (Form 35) DONE
        • Notice of Change of Directors (Form 10) DONE
        • Notice of Change of Address (Form 2) IN PROGRESS
        • Notice of Change of Name (Form 11) IN PROGRESS
        • Data Retrival (Form 99)
    • Document Assembly Enhancements IN PROGRESS – 95% Complete
    • French Translation for Full application IN PROGRESS – 60% Complete
    • Custom Fields (GUI) DONE
    • Custom Fields (Document Assembly) IN PROGRESS – 40%
    • Virtual Minute Book Import (Batch upload) DONE
    • DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete [priority lowered]
Q2 2023 – WIP (Progress percentages as of April 13, 2023)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • AB IN PROGRESS
        • Incorporation DONE
        • Annual Maintenance DONE
        • Change of Directors DONE
        • Change of Address DONE
        • Data Retrival IN PROGRESS
      • BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024)  **PAUSED**
      • BC – Legacy WebFiling IN PROGRESS – 5% Complete
    • Document Assembly Enhancements IN PROGRESS – 95% Complete
    • Performance Optimization (Phase 3) DONE
    • French Translation of Virtual Minute Book Interface DONE
    • French Translation of Corporate Summary IN PROGRESS – 99% Complete
    • Implementation – Creation of External Links for File Sharing (Phase 1) DONE
    • Time Picker for Transactions DONE
    • Custom Fields IN PROGRESS – 5% Complete
    • Virtual Minute Book Import (Single upload) DONE
    • Virtual Minute Book Import (Batch upload) IN PROGRESS – 30% Complete
    • DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete [priority lowered]
Q1 2023 – WIP (Progress percentages as of January 13, 2023)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • AB, IN PROGRESS
        • Incorporation IN PROGRESS – 99% Complete 
        • Annual Maintenance IN PROGRESS – 99% Complete
        • Change of Directors IN PROGRESS
      • BC (Target Date of Spring 2023. Dependent on BC Registry) IN PROGRESS
  • Document Assembly Enhancements IN PROGRESS – 95% Complete
  • WebFiler – Custom Prompts DONE
  • Batch Share Exchanges DONE 
  • External Users Uploading documents DONE
  • Notifications upon uploading of documents to the VMB by External Users DONE
  • Performance Optimization (Phase 2) DONE
  • French Translation of Virtual Minute Book Interface IN PROGRESS – 95% Complete
  • French Translation of Corporate Summary IN PROGRESS – 95% Complete
  • Implementation – Creation of External Links for File Sharing IN PROGRESS – 45% Complete
  • Performance Optimization (Phase 3) IN PROGRESS
  • Time Picker IN PROGRESS
  • DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete [priority lowered]
Q4 2022 – WIP (Progress percentages as of November 2, 2022)
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Implementations
      • AB, IN PROGRESS
      • BC (Target Date of Spring 2023. Dependent on BC Registry) IN PROGRESS
  • Document Assembly Enhancements IN PROGRESS – 95% Complete
  • Document Assembly v2 (Custom Question Prompts) DONE
  • DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25 % Complete
  • French Translation of Virtual Minute Book Interface IN PROGRESS – 90% Complete
  • French Translation of Corporate Summary IN PROGRESS – 90% Complete
  • Performance Optimization (Phase 1) DONE
  • Test Multi-office Architecture DONE
  • Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365) DONE
  • Conversion Mode DONE
  • ISC Register DONE
  • Batch Share Exchanges IN PROGRESS – 90% Complete
  • External Users Uploading documents IN PROGRESS
  • Implementation – External Email integration (e.g. User’s Local version of Outlook/Office 365) IN PROGRESS
Q3 2022 (Progress percentages as of August 2, 2022)
  • Virtual Minute Book Export (cont..) DONE 
  • Corporation Key – Federal Corporate Entities (cont..) DONE 
  • 2FA – Email support DONE
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • (Investigations) – Federal, AB, BC (check in on status or Modernization), ON, MB, SK, QC, NS, NB, PEI, NL, YK, NT DONE
    • Implementations – AB, BC IN PROGRESS
  • Document Assembly Enhancements IN PROGRESS  – 75% Complete
  • Document Assembly v2 (Custom Question Prompts) IN PROGRESS  – 50% Complete
  • DocuSign Integration v2 (PDF Documents) IN PROGRESS  – 25% Complete
  • French Translation of Virtual Minute Book Interface IN PROGRESS  – 85% Complete
  • French Translation of Corporate Summary IN PROGRESS  – 85% Complete
  • Performance Optimization IN PROGRESS  – Ongoing
  • Test Multi-office Architecture
  • Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365)
Q2 2022 (Progress percentages as of April 28, 2022)
  • Virtual Minute Book Export (cont.) IN PROGRESS
  • Corporation Key – Federal Corporate Entities (cont.) IN PROGRESS 
  • 2FA – Email support
  • WebFiling Integration in various jurisdictions IN PROGRESS
    • Federal, AB, BC (check in on status or Modernization), ON, MB, SK, QC, NS, NB, PEI, NL, YK, NT
  • Document Assembly v2 (Custom Question Prompts)
  • DocuSign Integration v2 (PDF Documents) IN PROGRESS
  • Test Multi-office Architecture
  • External Email integration (e.g. User’s Local version of Outlook/Office 365)
Q1 2022 (Progress percentages as of April 28, 2022)
  • Batch Share Transactions IN PROGRESS – 85% Complete
  • Document Assembly Enhancements IN PROGRESS – 50% Complete
  • Virtual Minute Book Export IN PROGRESS – 90% Complete
  • Auditing of data fields IN PROGRESS – 80% Complete
    • Who viewed
    • Value changed
  • Performance Optimization IN PROGRESS – Ongoing
  • DocuSign Integration (Word Documents) DONE
  • French Translation of Virtual Minute Book Interface IN PROGRESS – 75% Complete
  • French Translation of Corporate Summary IN PROGRESS – 80% Complete
  • Corporation Key – Federal Corporate Entities IN PROGRESS – 90% Complete