Release 28 May 2018 – Database Upgrade

Database Upgrade

This release contains the upgrade of gemstone databases and many 3rd party projects used by the system to the latest versions. These changes would not be apparent to a user, but is essential to stay abreast of new technological developments and software patches related to security.

Small changes including:

  • Add yes/no column to bulk rebalances to indicate if the account will be rebalanced or not (see link)
  • Change portfolio links from Product to Custodian
  • Change upload files to disk based files to reduce the database size and get the uploading/downloading of files more consistent
  • Add PAYE number to a company’s tax details and add to tax certificates
  • Add functionality to be able to send a delete file to Revenue services if a mistake was made in a submission

Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.