Release Notes — April 8, 2024

2024-04-08 Release Notes

🎉 New Features

• Added SFC-required Shortfall stress test

  - Supports creating Shortfall stress test tasks - The system automatically calculates whether an individual client is in Shortfall - The system automatically calculates the Top 10 Shortfall changes resulting from stocks becoming non-pledgeable - Path: "Securities Backend" - "Risk Management" - "Stress Testing" - "Liquid Funds Shortfall" - New permissions: - `risk.elc_test_management` - `lb_hk_margin_call.risk_monitoring_stock_level_query`

• Added signature file to the exported file list on the KYC detail page

  - Added signature file to the exported file list on the KYC detail page - Path: "Customer Management System" - "KYC" - "Account Opening Review" - "Account Opening List"

• Work orders support custom default approval workflows

  - Added an entry for configuring the default approval workflow in the approval workflow settings - In specific work order scenarios, if the work order approval workflow is not configured, the system will use the default approval workflow configuration - Configuration path: "Global Settings" - "Identity Management" - "Approval Workflow Configuration" - "Default Approval Workflow Configuration"

• Added business category and configuration flag for work orders

  - Added filtering and display for the "Business Category" field in the work order approval workflow configuration and details - Added a flag in the work order approval workflow configuration to indicate whether approval nodes are configured - Existing approval workflows can use the flag to check whether approval nodes have been properly configured - Path: "Global Settings" - "Identity Management" - "Approval Workflow Configuration"

• Added Laboratory feature enablement

  • Added an entry for Laboratory features

  • Path: "Global Avatar" - "Laboratory Features"

  • Within the Laboratory features, users can choose to enable or disable the features

    - If "Enable" is selected, the relevant single‑menu pages will support multiple windows and tabs displayed simultaneously; different windows can be dragged to arbitrary positions to facilitate viewing multiple records at once - Currently supported pages: CRM → KYC → Account Opening List; additional pages will be added over time - If "Disable" is selected, existing usage will not be affected

🪀 Improvements and Fixes

• Improved message record query capabilities

  - Supports exporting message records - Supports querying records by sender email and securities account - Supports displaying securities account and sender email - Path: "Customer Management System" - "Message Center" - "Message Templates"

• Added "Accounting Date" field to deposit and withdrawal reconciliation

  - Added the "Accounting Date" field to deposit and withdrawal reconciliation

• Rejected deposit receipts are silently deleted in the backend

• Users can control the currency conversion toggle by configuring it per currency