Release Notes - 2.10

These release notes contain functional changes, improvements and solved issues in Bricknode Broker v 2.10

This release involves changes in the API, make sure to inform your external developers and update your service reference. 

To test new features or changes, you can connect to this test/stage API: https://stage.bricknode.com/preview1/api/bfsapi.asmx

Username: apiuser
Password: apiuser
Identifier: LBTkclvXqRsERLEqKg

Note! This is public, so don´t enter any confidential data. 

Read our change log to get all information about which API-methods that are affected. 

New Features

This section describes a brand new functionality. 

New Login page for Bricknode Broker Admin

We have created a new design on the login page of Bricknode Broker Admin. On this page we will continuously update you with news, good to have information etc. 

New Add-on - Switch orders

Many of our customers have requested the possibility to handle switch orders. With this add-on can you conduct switches of instruments like funds, stocks, etc. It gives you the ability to directly switch all or part of a holding in one instrument, to another instrument. 
Switch Orders is an add-on available in the Bricknode Marketplace.

Locked out users on Dashboard

If there are users that are locked out from Bricknode Broker a group box will be visible on the Dashboard, where back office administrators can unlock or terminate the user. These are shortcuts for the status boxes in the details tab on the user. 

The group box is also visible for partners if the setting is enabled that allows partners to edit customer details (System Data > System Settings). 

Comments

We have made it possible to view and search for comments that are submitted in Bricknode Broker, navigate to User Management > Comments. 

New tabs in the overview for Fund Company

To get a good summary of which fund entities and funds as a fund company has, we have created two new tabs, where you can get a good overview. 

The legal structure could look like the chart below. A Fund Entity is a Legal Entity that represents a fund like an investment fund and is tied to a Fund company that manages the funds. 

Related orders

We have created a new group box that shows if there are related orders on custody and counterparty accounts. The group box will only be visible if there are related orders.

You will get a complete picture of what's active on the current account.

Recurring Orders

We have added a new group box in the customer account overview called recurring orders. This box will only be visible if the customer has recurring orders like Autogiro. 

Section on customer front that shows forms

A section on the customer front that displays forms that are uploaded on the house with access right "All". 

New settings to control what should be default when creating a new user

Many of our customers have requested the possibility to control what should be the default when creating a new user. We have now added settings so back office administrators can control it. 

New settings to control what should be visible on the account overview

These settings decides what should be visible on the account overview in Front and Admin. You also decide return period, weekly, monthly, yearly or year to date. 

System Data > System Settings > Front