2024-01-22 Release Notes

🎉 New Features

• Added the ability to hide unused file types in file import
  • Path: Clearing Management - File Handling - Import Configuration
  • File types are ordered by descending import count by default

• Integrated typhoon-day processing with work orders and optimized interactions
  • Path: Clearing Management - Typhoon Day Processing
  • If the work order approval workflow is not configured, approval defaults to approved
  • Work order unique identifier: clearing.typhoon_date.exec

• Integrated clearing reversal with work orders
  • Path: Clearing Management - Clearing Reversal
  • If the work order approval workflow is not configured, approval defaults to approved
  • Work order unique identifier: clearing.re_clearing.exec

• Added early completion instruction collection for voluntary corporate actions
  • Path: Corporate Actions - Details - Early Completion Instruction Collection
  • Operable when the instruction collection status is "Collecting Instructions"
  • For corporate actions with offline exercise, messages can be suppressed when submitting instruction collection (leave unchecked)

• Modify customer login email verification status
  • Supports single and batch modification of customer login email verification status in the backend
  • Path: CRM - Account Management - Work Order Center - Modify Customer Data

🪀 Improvements and Fixes

• Business code modification & trading limit settings integrated with work order approval
  • Trading Limit [Set] is integrated with work order approval. Approval flow: BSS - Risk Management - Client Trading Limit - Set Path: Risk Management - Credit Limit - Trading Limit
  • Business code modification is integrated with work order approval. Approval flow: BSS - Asset Account - Business Code - Business Code Query - Edit Business Code Path: Asset Account - Business Code - Business Code Query
  • The approval scenarios involved in this release default to backend super administrator approval. To change the approval workflow, please modify the corresponding approval flow configuration at: Global Settings - Identity Management - Approval Workflow Configuration

• Hong Kong IPO configuration streamlined; overall structure and interactions optimized

• Credit Group now supports exporting all group information and accounts within the group

• Settlement statement query supports custom list configuration

• Added notification subscriptions for margin call and adjustment scenarios

  • Added a Margin Call notification subscription feature to notify internal personnel by email when a client triggers a margin call
  • Added an adjustment-failure notification subscription feature to notify internal personnel by email when an adjustment fails

• Risk report menus removed

  • Affected menus:
    • Risk Management - Margin - Margin Risk Index
    • Risk Management - Risk Reports
  • Affected reports:
    • Margin Risk Index RDR035 - Margin Risk Index
    • Client Position Details RDR028 - Client Position Details
    • Stock Group Monitoring RDR036 - Stock Group Monitoring
    • Client Financing Monitoring RDR037 - Client Financing Monitoring

• Optimization of client follow-up progress entry logic

  - Path: CRM - KYC - Account Opening List - Supports editing the "Client Follow-up Status" field in all review states to maintain client follow-up progress

• Redesign of the customer details page in the account list

  - Path: CRM - Account Management - Account List - [Details] - On the account list details entry page, clicking the "Details" button now displays a customer details sidebar that presents more account information.