2024-09-23 Release Notes

🎉 New Feature

• Query Clients with Automatic Repayment Enabled

  • A new page has been added to query clients who have enabled automatic repayment.
  • Path: "Risk Control Compliance" -> "Debit Notification" -> "Auto Convert Query"
  • New permission for querying clients with automatic repayment enabled: margin_call.auto_convert_query

• Message Log - Resend SMS/Emails

  • Message Record List, supporting SMS/Email resending capability
  • You can now resend SMS or emails directly from the message log list.
  • Path: "Message Center" -> "Message log" -> "Action - Resend"

• Topics Management: Copy Function and Approval Process
  • You can now copy topics in the Help Center, while all other actions (edit, delete, hide/show) require approval.
  • Path: "Help Center" -> "Topics" - "Action - Copy"

🪀 Optimization and Bugfix

• New Approval Process for Margin Ratio Changes and Interface Enhancements Key updates:

  • Ticket approvals are now supported for adding, editing, uploading (bulk), and deleting margin ratios, as well as for setting daytrade rules. Ticket flow keys are as follows:
    • Upload Stock Margin Ratio risk.credit.upload_stock_margin_ratio
    • Update Stock Margin Task risk.credit.update_stock_margin_task
    • Create Stock Margin Task risk.credit.create_stock_margin_task
    • Batch Delete Stock Margin Ratio risk.credit.batch_delete_stock_margin_ratio
    • Delete Stock Margin Ratio risk.credit.delete_stock_margin_ratio
    • Upload Short Sell Stock Margin Ratio risk.credit.upload_short_sell_stock_margin_ratio
    • Update Short Sell Stock Margin Ratio risk.credit.update_short_sell_stock_margin_ratios
    • Set Day Trade Time risk.credit.set_day_trade_time_config
    • Update Intraday Stock Margin Ratio risk.credit.upload_intraday_stock_margin_ratio
    • Create Intraday Stock Margin Task risk.credit.create_intraday_stock_margin_task
    • Batch Delete Intraday Stock Margin Ratio risk.credit.batch_delete_intraday_stock_margin_ratio
    • Delete Intraday Stock Margin Ratio risk.credit.delete_intraday_stock_margin_ratio
    • Update Intraday Stock Margin Task risk.credit.update_intraday_stock_margin_task
  • The interface for adding long margin ratios has been optimized with a new sidebar layout.

• Fund Clearing - Separate Buttons for Confirming Subscriptions and Redemptions

  • In the fund-clearing process, you can now confirm subscriptions and redemptions separately.
  • Path: "Fund Management" -> "Fund" -> "Fund Clearing" -> "Action - Confirm Subscription / Confirm Redemption"