Changes are as follows:
Features:
- 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.
- 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:
- 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.
- 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.
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