This page provides an overview of enhancements and improvements that have been introduced in the 2017 April release of INFOmatch (build 42836).

Introduction

In this document, you will find new and enhanced features of the INFOmatch 2017 April release version 42836. In most cases, a brief description of the functionality and a screenshot is given to highlight the feature or functionality.

This release covers:
– 85 New/Enhancements
– 170 Fixes

A complete overview of all the new functions and enhancements including bug fixes is available in the change log, which can be accessed from within the INFOmatch application. To view the change log, go to the menu ‘Help’ and choose ‘Change Log’.

Introduction

1. General enhancements

Overwrite a valid to date on an object which already has a value

In previous versions it was not possible to enter a valid to date on an object that lies beyond the currently used valid to date without clearing this value first. As from this version, when an object already has a valid to date you are able to overwrite it by simply inserting and saving a new valid to date that lies beyond the currently used valid to date. This new valid to date can be saved directly (by clicking the “Save” button) without the need to clear (and save) the original valid to date first.

“Unknown Users” is automatically set as contract owner

The “Contract Owner” of a contract will be changed automatically to “Unknown Users” when the Organisation Entity, which is set as contract owner of the contract, is completed. This will only happen on the condition that this Organisation Entity is not active during the whole contract period. When completing an Organisation Entity which is also set as contract owner, a warning message will appear that shows a list of contracts that will be affected by this change.

Unknown users

Example:
Contract A has “Finance dept.” set as the contract owner and the contract is active from 1-1-2016 and is cancelled on 31-12-2016.
Contract B also has “Finance dept.” set as the contract owner and the contract is effective from 1-1-2016 and still active.

Now the organisation entity “Finance dept.” which is set as Contract owner is completed as of 31-12-2016.
The contract owner of contract A will not change as the organisation entity is active during the whole contract period.
The contract owner of contract B is set to “Unknown Users” as the organisation entity is not active during the whole contract period.

Default soft eligible setting

Default Soft Eligible Setting had been added and can be found at Maintenance ꟾ Settings ꟾ General ꟾ Default Soft Eligible value. The default soft value of this setting can be switched between 0% and 100% by selecting the preferred percentage at the drop down box. This is the default value used to determine if costs are automatically considered “soft dollars” if the value is set to 100%.

Extensive logging

A new functionality to create additional logs has been added. It can be enabled via Maintenance ꟾ Settings ꟾ General ꟾ Extensive logging. When this functionality is enabled it will create a log each minute for an hour. These logs are overwritten hourly and could give us more insight when there are issues on your server.

Extensive logging

The logs are saved in the folder D:\INFOmatch\ExcelReports\Logs.

Extensive logging

Scheduled Batch products can be mapped to a third contract

A third contract mapping window for “Scheduled” products is now available where you can select a different contract for “Scheduled” products. The interface can recognize these products based on their prefix “Sched” in the Bloomberg data license file.

2. Enterprise control enhancements

Enhanced Enterprise Control settings page

The settings page for Enterprise Control has been improved and the layout has changed to give a better overview. It can now detect if the used “Company ID” is valid or not and also which deployment type you have installed for your Enterprise Control. After inserting your company ID it will generate your website and Sign-out URL.

Text in red will appear when one or both of the first two settings are incorrect.
Enhanced enterprise control settings page

Text in green will appear to confirm that your Enterprise Control settings are correct.

Enhanced enterprise control settings page

New SSO Authentication method to support SAML tokens matching User ID

A new SSO authentication method to support SAML tokens has been added next to the ability to login using your email address. You can select the desired authentication method by selecting this in the “Authentication Method” dropdown box.

New SSO authentication

Switch view

Switch View gives you the ability to switch view between an INFOmatch user (Dashboard) and multiple end users when it has the same email address. When you login it will always first load and show the Dashboard view of the INFOmatch administrator account. You can then simply click on the Switch View button to switch from the view of the INFOmatch administrator to the view of the end user.

Switch view

The Switch View button is disabled when an email address isn’t used more than once for INFOmatch users and end users in your database.

3. New database statistics & optimization advisory report

Analyzing a database will automatically select all objects that have more than 20% indirectly deleted objects, or more than 30% logical deleted objects. Any referring objects that have referential constraints relying on these will also be selected automatically.

You still have the option to simply ‘Select All’ and do a thorough clean-up of all deleted elements.

A Smarter Clean up Procedure

Indirectly deleted objects are especially harmful for performance as they – unlike logically deleted objects – will still be loaded by the Application server into memory.

To explain the difference between logical and indirectly deleted objects, consider deleting the root level ABC Bank:

A smarter clean up procedure

Another scenario: Stopping rather than deleting level ABC Bank would in this case result in 7 inactive position objects (not considering allocations etc.) instead of 1 deleted and 6 indirectly deleted positions, a number which is now also visible in this database statistics grid, which shows both the number of active and inactive objects on today’s snapshot date.

Performing a clean-up will physically remove for the selected object types all deleted and indirectly deleted objects. The indirectly deleted objects were not removed with the current clean up procedure.

Performance optimization advisory report

On top of this improved clean-up, we now also provide a report that will show other inefficiencies in the database that could benefit from a manual correction, things like UDF’s that are unused or have a size that is unnecessary large, Allocation Rules that can be combined together, or rules that have products that are ‘chained’ via multiple rules, but it will also tell you per object type on which date the most number of objects have been ended (and how many), as you can see in the screenshot below, it’s interesting to know that in this database more than 15.000 positions have been ended on 31/12/2015, you could consider deleting these instead.

Performance optimization advisory report

4. Additional information regarding the applicable DAD date is shown

At the start screen of the “Entitlements Interface for Thomson Reuters DACS” an additional line has been added that shows the default DAD date based on the permissions extraction date in your file. It also provides a link (text in blue) to the Thomson Reuters customer zone where you could check the DAD Date on their website.

Additional information regarding applicable dad date

At the DACS Import Wizard screen three new columns has been added that shows the “Default DAD date”, “DAD Date deviation” and the “Applicable DAD Date”.

Additional information regarding applicable dad date

And finally an extra confirmation message will appear when you click on the “Next button” to confirm that the chosen applicable DAD Date is correct for this import.

Additional information regarding applicable dad date

5. HR Interface enhancements

Added the possibility to override the default status colors

In the generic HR interface you can now set and define your own color for each type of action. The colors can be changed at the “Settings” page by clicking on the “Line State” dropdown box and by selecting the specific action. A color palette will appear and here you can select a basic color or define a custom color. These color changes only needs to be done once as it will be automatically saved after changing the color of each line.

Override the default status colors

 

User’s parent position cost centre can be set to the user’s cost centre

The Generic HR Adapter now supports the option to set the user’s parent position cost centre to the user’s cost centre. This feature can be enabled by checking the checkbox in front of this feature at the “Import Settings” page.

Parent position cost centre

A confirmation message will appear when users in the same department have different cost centres. This message can be ignored by clicking on the “No” button.

Parent position cost centre

When clicking on the “Yes” button it will generate a list showing the cost centre that could not be updated because of the different cost centres.

Parent position cost centre

The HR import can run unattended

The INFOmatch Generic HR Adapter can now be set up as a scheduled task. It can be run unattended and can be scheduled outside your office hours.

As a safety measure it is possible to set a maximum percentage of changes related to “moves” and or “completions” at the Import Settings window. There are two actions which you can define.

When you select the action “Abort” the interface will automatically abort the HR import when the set percentage of “moves” and “completions” has been exceeded. It will also send an email if an email address has been inserted at the designated field.

Hr import can run unattended

When the action is set to warn it will continue the HR import even when the set percentages are exceeded. An email will also be send when an email address is provided.

6. Compliance module

This new module offers a framework for implementing custom compliance controls. Custom controls can be developed to check if the data in INFOmatch database is compliant with certain business rules.

For non-compliant results workflow will be generated in the form of user tasks. The module requires a licence.

Please contact your account manager in case you are interested in learning more about the possibilities.