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Release Notes 2019-09-08

Improvements on instrument listing page filters​

Following filters on instrument listing page are improved by making them dropdowns which users can choose multiple values at a time:

  1. Country
  2. Issuer
  3. Sector

For example, you can search for:

All instruments which are issued by Amazon in USA only in Consumer or Information Technology sectors.

Voucher form improvements​

There are two pages where user can create, update and delete voucher information:

  1. Under Vouchers menu item.
  2. Directly on the Trade Details page.

We have improved the voucher form on both pages. Following changes are applicable to both locations:

  1. New voucher form is populated with more sane default values, especially on the trade detail pages.
  2. Sharing and Rebate percentages change dynamically as the user changes the institution as institutions have their varying sharing information.
  3. When sharing, rebate and base amount change, gross and net amounts are calculated automatically. This applies to changing institution, too, as sharing and rebate are dependent on institution.
  4. Users almost never need to key in parent information in case they key in one of these: Trade, Account, Portfolio, Team. This is because of that:
    1. Team is defined by portfolio.
    2. Portfolio is defined by account.
    3. Account is defined by trade.

Specifically in the case of trade details page, almost all fields are populated automatically except the base amount. Furthermore, users do not need to go to voucher details to edit or delete existing trade vouchers: There is a new "Edit" button on the "Revenues due to Trade/Action" table which allows the user change or delete the voucher directly on the same page (See below screenshot).

Trade Order Management System improvements and fixes​

warning

This function is under pilot testing. Therefore, your installation may not provide you with this function yet. Please refer to the current overview notes and stay tuned while we are getting ready for the launch.

  1. A bug is fixed which affected showing the details of trade order allocations on the trade order details page.