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Transaction File failures with no error message
Fund Analyser is not providing any indication within the Reconciliation Status tab as to why these files have failed. We have reviewed and selected all available tabs and filters within the application, but no error messages, validation results, or failure details are being displayed. As a result, we are unable to determine the root cause of the issue to assist the users. Can this be reviewed and meaningful error message be displayed to users?
Correction tool improvements
Bulk relationship imports Too many clicks for record corrections Record entity states for AFM not showing in the relationship correction
Data collection improvements
Data not expected flag and status on dashboard. More dashboard statuses for files in holding queue. Anonymise TPA uploads. Datasource failure notifications. Reconciliation output dialogue - more results per page. Improved handling of underscore and cases for upload file headers.
Data enrichment
Possible new data attributes: Institutional and retail FUM: splitting FUM data by the 2 different channel categories. Channel split: many records still assigned to channel code 1700 (Other intermediaries). ETF: flagging ETF funds and allowing filter on Industry Reports
Raw Data download
Porting over some of the original Echoweb functionality to download a unpivoted raw data file. The following two reports will be available to download: Industry_FUMSales_ExcludeWrapper.xlsx Industry_SalesOnlybyChannel_PostJan2010.xlsx No period date, instead specify start and end start post be post 2010, max range 12 years.
System Time out
I've noticed that if there's no activity on the system for a certain period, it times out and displays an error message. This has been causing some inconvenience as it disrupts the workflow. Could you please look into this issue and see if there's a way to extend the timeout duration or provide a solution to avoid this interruption? screenshot below for details.