Release Notes - 2.36

These release notes contain new features, improvements, and fixed issues in releases 2.36.
We will release 2.33, 2.34, and 2.35 at the same time.
Release date: 2021-08-30

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Cancel several orders

It is now possible to select several orders and cancel them at the same time. If there are any linked orders (autogiro orders, currency exchange orders) you can also select to cancel them. (Batch orders and orders in a batch will not be canceled, these are handled as usual.) Learn more.

Rename "Must Cover" to "Prevent Overdraft"

We have renamed the property “Must Cover” that you can set when creating an account. The name is now Prevent Overdraft / Förhindra övertrassering. The change is made to make it easier to understand what the functionality means.

Autogiro Overview

We have updated the autogiro overview that shows a summary of autogiro orders, admissions, and deposits in the system.

Return value in Account Report

We have added a column in the section Holdings in the Account Report in Partner for the return value.

Account number and Account label in Activity Statement

We have added the account number and account label to the activity statement that you can generate from the action menu on an account.

Decision maker on all account types

Previously it has only been possible to set decision-maker on capital insurance account but we now made it possible to set decision-maker on all account types if the MiFID II add-on is activated.

Account type limitations when transfer instruments

Today there is a possibility to set if an account type should not be able to trade a certain instrument. We have also added this functionality if you are doing an instrument transfer to an account type that has a limitation. The admin user will be notified when trying to transfer the instrument. There is always a possibility to override this notification by click “Ignore validation”. Learn more.

New add-on - K-Factor reporting

With this app you will be able to receive automated e-mail reports for your Bricknode Broker instance with the K-Factor reports that are required to be included in the capital requirement reports for category 2 security firms. <

The app is available in the Marketplace.

API - 2.36

This release involves changes in the API, make sure to inform your external developers and update your service reference. Please read our changelog to get all the information about which API-methods that are affected.

We have two new methods for order actions, ExecuteOrders, and SettleOrders, these are used to influence orders after they have been created.

A release of our NuGet package is also available: https://www.nuget.org/packages/Bricknode.Soap.Sdk/6.1.0

BB-153 - Added validation of the number of decimals in the API when creating a currency exchange order. (Support-5702)

Fixed issues

Issues resolved in this release.

BB-195 - Summary on Account Full Info for Partners was wrong and showed a different summary when comparing with the summary in Admin. We have now changed so the summary in partner will show the same summary as in Admin. (BSS-3920)

BB-194 - Setting for debt instrument was missing in GUI. The property is now visible and editable from the GUI again (Support-5930).

BB-196 - Corporate Actions - Amount per unit bigger than Total amount. If the total positions in the system are less than one share the validation blocks the creation of the corporate action. The validation is now replaced with a warning instead. (Support-5923)

BB-217 - When clicking on an external account in tickets the information was missing. This is now fixed. (Support-5994)