This page provides an overview of enhancements and improvements that have been introduced in the 2016 March release of INFOmatch (build 42448).
Table of contents
- Improved performance
- Self Upgrade Flow
- New day count convention
- Added the ruling option to override the allocation Y application
- New pages to define start and stop behaviour of Contract Items TUS
- Added “Assistant” view at Approval Route
- Added “Arrange by” functionality in Order Flow module
- Added UDF capability to EDocuments
- New search functionality in Enterprise Control webpage
- New style in Enterprise Control webpage
On this page you will find the new and enhanced features of the INFOmatch 2016 March release version 42448. In most cases a brief description of the functionality and a screenshot is given to highlight the feature or function.
This release covers:
– 6 new features
– 35 enhancements
– 75 fixes
A complete overview of all the enhancements including bug fixes is available in the change log, which can be accessed from within the INFOmatch application. To open the change log go to the menu “Help” and choose “Change Log”.
2. Self Upgrade Flow
A new Self Upgrade flow has been implemented in our latest INFOmatch version (42438). After INFOmatch has been upgraded to the latest version, the “INFOmatch software update” function will automatically be disabled for all User Groups.
A user task named “Enable INFOmatch software update functionality” is automatically created during the upgrade and assigned to all users and a reminder is sent. At least one of the INFOmatch users needs to enable this functionality via this User Task.
To do this simply open the User task and select the first option and check the checkbox and click on “OK”.
3. New day count convention
In this INFOmatch version a new day count convention option has been added. INFOmatch now also supports the 30E/360 ISDA Calculation besides the current 30/360 Fraction Calculation.
The new day count option can be found and set at Settings | General | Day Count Convention.
4. Added the ruling option to override the allocation y application
The “Override Application” option has been added to the Allocation rules Wizard. This option can be enabled or disabled to define the application for the Y allocation.
Y always follows the application of X:
Y will get the default application of contract item Y
5. New pages to define start and stop behaviour of Contract Items
When creating or editing a new User Defined Interface for Entitlements it’s now possible to set the contract item start date of new contract items at the “Contract Item Start” window by selecting the desired value in the dropdown box.
This can also be set for the Contract Item Stop at the “Contract Item Stop” window.
9. New search functionality in Enterprise Control webpage
In this version the product and users lists will start to load when entering at least 3 characters in the search bars. This enhancement will improve the performance especially for larger databases.
For example when you type in “Bloomberg” at the search bar when ordering a product it will show you all the products that contains the word Bloomberg or that is linked to the vendor Bloomberg.
This also applies when searching for a position at the search bar when ordering for another recipient.
10. New style in Enterprise Control webpage
It is now possible to customise your view at the Enterprise Control webpage. To add or remove columns simply click on the “Columns” button and add or remove the columns which you want to see or hide from your view. The changes that are made to the columns will be saved in a cookie.