The Investment engagement template folder is labeled incorrectly as 'Financial Services YYYY,' which creates a conflict between the Investment engagement folder and the Financial Services engagement folder.
This conflict causes an error only when trying to create (or involve) either an Investment engagement or a Financial Services engagement when the other for the same tax year already exists.
For example, if a Financial Services engagement for 2015 already exists and a customer tries to auto-file a document with an Investment engagement type for 2015, he or she will receive the following error:
Or if a user tries to create a new Investment engagement for 2015 when a Financial Services engagement for 2015 already exists, he or she will receive the following error:
Regardless of the location of the error, it will always begin with the following string: Name = 'Financial Services YYYY',
In order to remedy the conflict between the two templates, you can rename the Investment engagement folder in the SmartVault Dashboard: