Moorgate 1.5.1137.1526 is now available

Hi all. This build contains a number of new features/improvements requested on ZENdesk as well as some bug fixes. Thank you to Shivkant for the great amount of work put into this version. The build is available for download on the Twenty57 site.

Changes are as follows:

Bug fixes:

1. RDL Report not displaying correctly when using Internet Explorer
• Fixed an issue when using Internet Explorer, where viewing a report containing a high amount of data resulted in the data being displayed outside the report frame
2. Error when viewing details of a Recon
• Fixed an issue where viewing details of a recon related to MarketActionIDs greater than a certain threshold resulted in an error.

Improvements:

1. Import Calastone confirmation file via webservice
• Improved the FinSwitch Confirmation web service functionality to now also allow downloading of Calastone confirmation files (fileType = CCT).
• Calastone Confirmation files can also be imported manually.
2. Dynamic account selector filter
• Improved the account selector filter dropdown for funds to display data as follows:
• #Internal Code# - #External Code# - #Fund Name#
• This allows for a user to search for a fund by typing the first few characters of the fund code when the dropdown is selected.
3. Field Aliases per Product Company
• References 1-5 are now configurable with aliases.
• These are configured on the Product Company editor page.
4. User role 'Support' added
• This role has rights to the following pages:
• Setup - Transaction Types
• Setup - Transaction Import Definitions
• Setup - Confirmation Import Definitions
• Setup - Price Import Definitions
• Setup - Transaction Detail Imports
• Setup - Transaction Detail Mapping
• Setup - Auto Match Rules
• Setup - Bulk Initiate Market Action Filters
• Setup - Process Schedule
• Setup - Reports
• Setup - Preferences
• Setup - Audit Log

Moorgate 1.5.1126.1501 is now available

Hi all. This build addresses allowing for proxy settings on FinSwitch calls performed in the Moorgate application. Thank you to Shivkant for performing the updates for this version. The build is available for download on the Twenty57 site.

Changes are as follows:

1. Proxy
1. Proxy settings are now configurable in Setup>Preferences.
2. FinSwitch web service confirmation and price import definitions now have an additional parameter called 'Enable Proxy' for proxy settings applied to the call.

Moorgate 1.5.1122.1493 is now available

Hi all. Thank you for patiently waiting for this build. Thank you to Shivkant for performing the updates for this version. This build addresses a few bugs raised on ZENDesk. The build is available for download on the Twenty57 site.

Changes are as follows:

Bug Fixes:

1. Process Dashboard now correctly filters for the last 20 items per the filter criteria set.
2. Market Action items:
• Error on authorisation "Input string was not in a correct format" has been addressed 
• The 'Initiate Market Action' button is no longer incorrectly greyed out when selecting all entries and then deselecting an entry on another page.

Moorgate 1.5.1119.1487 is now available

Hi all. Thank you for waiting patiently for this build. Thank you to Shivkant for the great amount of work put into this version. This build deals mostly with adding new requested features logged on ZENdesk. The build is available for download on the Twenty57 site.

Changes are as follows:

Features:

1. Confirmation Import Definition type added - FinSwitch web service call.
• This allows Moorgate to make web service calls directly to FinSwitch web server to Download confirmation files.
• 'Source key' drop down controls the default fileDate parameter when the web service call is made.
• The definition can be executed either manually or by Process Schedule Definition.
2. Bulk Initiation of Market Actions
• Functionality was added in order to allow users to more swiftly perform the process of changing Market Action statuses from 'Awaiting' to 'Initiated'.
• The process involves setting up, customising and storing filters used to determine whether the transactions, within the Account batch, with a status of Awaiting should be Initiated or ignored.
• Once a filter has been created, the user can then process Bulk Initiation of Market Actions.
• Proposed Amount filter criteria, if populated on a created filter, is applied as the default minimum amount (absolute value) for a transaction batch to be Initiated.
• The Max Value Date is determined as the last date of the previous month.

Improvements:

1. Price Import Definition
• Improved the Price Import Definition Editor by adding a 'Source Key' drop down that sets the default date for the web service call as either Current Date or Yesterday.
2. Market Action
• Bulk authorisation of Initiated Market Actions has been enhanced with the introduction of a check box in the top left corner of the results grid.
• This will allow for the user to select all check boxes across all pages.