07 May Release – 7 May 2015
The following enhancements and new functionality are included in this week’s release:
1. New Business Wizard
An online investment process to take potential investors through the steps of completing an application form online, without them having to log in.
A link can be emailed to the investor/members email address, which will direct the investor to the online application process.
The steps of the wizard will cover:
a. Choose your funds
b. Fill in your details
c. Submit your investment
d. Print, sign & send us your documents
In this release, only the placeholder pages are included so far, with the mechanism of handling the external requests.
For more details on setting up the email template and following the steps for the online application process, refer to the Help section on New Business Wizard.
2. Changes made to the Regulation 28 status validations
See Regulation 28 statuses for background information and a diagram on the flow of the statuses through the process.
3. Instrument performance table
Added a new table in the Summary statement below the Investment Return table: “Instrument Performance”.
Price Growth = (Latest instrument price closest to To Date / Average buy price) -1
Average buy price:
buy include: opening price, Buy, transfer in and internal switch into.
Formula: (Buy amount1 + Buy Amount 2 + Buy Amount3) / (Unit1 + unit 2 + unit3)
Instrument IRR:
Same formula as the current annualised IRR, using Buy, sell switch in, switch out, transfer in, transfer out
4. Upgraded to GemStone 3.2.6
More of a technical nature – with this release, the database application, GemStone, was also upgraded to version 3.2.6.
* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.