31 Oct Release 31 October 2022 – System upgrade

Posted at 11:40h in Recent Updates by

System upgrade

In this release we have included a major database upgrade of third party software used. These changes are not visible to system users. It is however crucial for the overall health of the system.

 

More changes include:

  • Ensure Authorised Signatory displays on the Authorised Signatory card
  • Display blocked amount on capture and processing screens of withdrawals
  • Add platform model code to Instruments->Model Portfolios
  • Change withdrawal to work consistent on accounts linked/not linked to a model portfolio. See link
  • Add option to update notes to Workflow tasks
  • Add checkbox to System->Configuration to specify the number of years to go back to get the start date for fee accrual calculation. Default is set to no limit
  • Add Fee statement default settings to Adviser->Brokerages->More Actions. See link
  • Add option to list and send emails/SMS in bulk to entities linked to a Client classification group. See link
  • Improve validations to detect duplicate payments in bank statement uploads
  • No changes to the Export Transaction Data Job (S3). See link

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

Last Updated on 4 years ago by Antoinette Van Meyeren