2024-12-02 Release Notes

🎉 New Feature

• New Compact Layout Option for Margin Call Pages
  • Added a new layout setting to the Table Settings widget, allowing you to switch between Standard Mode and Compact Mode to suit your specific needs. The default setting is Standard Mode.
  • This widget has been implemented on the Margin Call pages and will be expanded to other WBO pages over time.
  • Path: Risk Control Compliance -> Margin Call - > Margin Call/ Securities Call Back/Forceselling Records

• New Lock and Release Workflow for Cheque Deposits
  • For "Manual Credit" or "Voucher Association" operations involving cheque deposits, you can opt to lock the funds based on business requirements. If funds are locked, you may manually adjust the estimated release time.
  • Path 1: Payment Management -> Deposits -> Deposit Request
  • When matching deposit requests for cheque deposits, you can choose to lock the funds based on business requirements. If locked, the estimated release time can be manually adjusted.
  • Path 2: Payment Management -> Deposits -> Deposit Match
  • When a cheque deposit request is under review, the system will indicate whether the funds are locked and display the relevant details..
  • Path 3: Payment Management -> Deposits -> Review Deposit
  • Locked cheque deposits can be manually released in WBO before the "Estimated Release Time" or automatically released by the system.
  • Path 4: Payment Management -> Deposits -> Deposit Records
  • If a manual release request is submitted, it must go through a ticket approval process.
  • Path 5: Payment Management -> Deposits -> Deposit Records

🪀 Optimization and Bugfix

• Set Margin Call Exemptions in Bulk
  • Quickly set personalized margin call exemption rules for client groups.
  • You can utilize the client group list to simplify selection.
  • Path: Service Parameter -> Risk Control -> Risk Control Rules Management

• Custom Remarks for IPO Financing Pools
  • You can now add custom remarks when setting up IPO financing pools, and these notes will be displayed in the app.
  • Path: IPO System -> IPO System -> HK IPO -> Basic Info

• Optimized Access Control for New Personnel

  • Enhanced personnel management by supporting the creation of three role types: Operator, Dealer, and Agent.

• Path: Global Settings -> Users -> Add people

• CRS File Generation
  • Supports editing of actual controller and other account information
  • Displays the relevant tax jurisdictions
  • Supports editing of account information, such as controlling person.