2025-01-20 Release Notes

🎉 New Feature

• Add Corporation Action Type - Voting

  • Support users to complete key process nodes such as creating shareholder meeting previews, adding meeting content, and selecting customer participation methods in the background.

• Add a refund function for US stock TAXFEE

  • Regarding the TAXFEE generated by the actions of US stock companies in the previous year, it can be refunded this year. A unified management system for all taxfee records generated by the tax refund page has been added, and the amount refunded will be returned to customers in proportion to the amount refunded

• Valuable US trade file add the function of manually selecting file date

  • Valuable US trade file no longer verify the date format in the file name, and instead choose it through the interface

• Create articles and include them in the approval process

  • Since all guest articles need to be reviewed,The article creation link is added to the approval process.

• Create a template and add new template applicable objects

  • Template adds Longport and Whitelabel applicable objects

🪀 Optimization and Bugfix

• Deposit Guide Interactive Page Optimization（Path: WBO - Cash Management -App Config - Deposit Guidelines Setups）

  • The "Counter" field has been deleted from the deposit guide list page.
  • Deposit Guide [New] page interaction optimization

• Currency Exchange Settings Optimization（Path 1: WBO - Service Parameter - Exchange - Currency Pair Setup）

  • Currency pair configuration cannot be supported for currencies without the exchange function enabled in the currency configuration.Currency pairs that cannot be found can be configured through shortcut buttons.

• Currency configuration changes currency exchange from enabled to disabled, adding a logical judgment on whether there is a currency exchange pair configuration.（Path 2: WBO - Service Parameter - Fund Parameter - Currency Setup）

• [New] and [Edit] Company bank account optimization（Path: WBO - Service Parameter - Fund Parameter - Company Bank Account）

  • If there are duplicate bank cards, it will prompt that duplicate additions cannot be made.For bank-related fields, change from manual input to drop-down selection: country/region, bank code, bank name, Swift Code, bank address

• Hide the field "External Channel Statuss" of the withdrawal record.（Path 1: "WBO - Cash Management - Withdrawal - Withdrawal - Pending - Done" Details ListPath 2: "WBO - Cash Management - Withdrawal - Withdrawal Records"）

  • Because the withdrawal record is only controlled by the withdrawal status, the channel billing status is an internal logic of the system. To avoid misunderstanding, the "External Channel Status" field is hidden.

• Accounting adds report export-MYOB（Path: WBO - Accounting - Accounting Entries）

  • Accounting adds report export-MYOB
  • Simplified report export page

• Margin Management Interactive Optimization（Path: Risk Control Compliance-Margin）

  • Unify the design of the add, delete, modify and check pages for different margin types, and add the function of batch deletion of long stock margin and option margin coefficients.

• Deposit bill optimization(Path : WBO - Cash Management - Bank Bill - Bank Statement - Deposit)

  • A blocked record has been added to the deposit bill
  • Whether the deposit record needs to be blocked can be switched in the background.
  • Unblocked means that the corresponding deposit record can be added to the customer's securities account through the deposit matching process
  • Shielding means that the corresponding deposit record will not enter the subsequent deposit matching process;
  • Support manual modification of the online banking serial number corresponding to the deposit record
  • For the deposit bill [manual association] operation, manual association plus payment records are supported.
  • Permissions:accounting.deposit_bill_blocking_operation Deposit bill blocking operation

• Withdrawal bill optimization(Path : WBO - Cash Management - Bank Bill - Bank Statement - Withdrawal)
  • Support manual modification of the online banking serial number corresponding to the withdrawal record
  • Permissions:accounting.edit_online_banking_serial_number Edit Online Banking Serial NO.