November 2024-11-20

New Features and Improvements

This section describes new functionality and changes in existing functionality.

AvtaleGiro - create one-time and monthly savings from Bricknode

Create one-time and monthly deposits into an account or a portfolio/saving plan via AvtaleGiro.

When you select a portfolio or savings plan, funds will be allocated to the portfolio, and trade orders will be generated automatically. Learn more.

Open

New views for Norwegian payments

We have added three new views for Norweigen payments.

AvtaleGiro - orders and admissions via AvtaleGiro
One-Off Admissions - one-time deposits and admissions
Manuel Payments - manual deposits

Open

Fixed issues

November 2024-11-06

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Portfolio Management - Allocate cash without sell orders

It’s now possible to allocate cash across portfolios without triggering sell orders. This feature prepares cash allocations for all accounts within the portfolio, creating temporary buy orders. No actual orders will occur until the portfolio is fully executed. Learn more.

Using cash allocations strategically can help keep portfolios aligned with goals, reduce costs, and maintain flexibility—all without the need for frequent or costly rebalancing actions.

We have added a new filter option, Show Details, allowing you to display Total Amount and Cash information. Retrieving this information may take some time, especially for customers with many allocation profiles. To improve loading speed, you can choose to hide these details when they’re not needed.

To improve the user experience we also added sections with logs and information in the portfolio and added two lists one with the portfolio allocations and one with the rebalances.

October 2024-10-23

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Key Figures are automatically created on deposit orders

When doing deposit orders for one-off admissions and Avtalegiro on ASK accounts key figures transactions are automatically created.

Example:

Fixed issues

October 2024-10-09

Fixed issues

September 2024-09-25

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Enhancements in the ISO 20022 Debit Payments Add-on

This add-on makes it possible to manage payments (withdrawals) easily and is found in our Marketplace.

• Added support for importing Camt.54 files with confirmed and rejected payments in the add-on ISO 20022 Debit Payments.

• Enhanced the clarity and detail of information and error messages displayed after importing the file, providing better guidance during the import process.

• Added support for Norwegian Bank Accounts (external accounts), previously we have only supported BIC/IBAN.

New add-on in Marketplace - Deposit Manager

The add-on is now available in our Marketplace. The Deposit Manager add-on lets you receive settlement confirmations from various Payment Service Providers (“PSP”) (like banks or credit card merchants) that you use for your customers to deposit cash into their accounts with you. Learn more.

New overview for Deposits

We’ve introduced a new Deposits Overview under Payments > Deposits. This feature allows you to:

• View a comprehensive list of tasks generated by the Deposit Manager.

• See all deposit transactions created by the Deposit Manager.

This overview streamlines your ability to monitor and manage deposits efficiently.

Subscription Manager Enhancements

The Subscription Manager now includes additional configuration options for contract note emails. You can now customize the following:

• Email Subject

• Email Sender Name

• Email Body

These enhancements offer greater flexibility and personalization for your communications.

We have also made improvements regarding data formatting in the Subscription Manager. In the format field, you can, for example, define what date format you would like to use for different countries.

Learn more about all the updates been made, Version 2.0 The subscription manager is available in our Marketplace and is used to manage distribution of order confirmation for share issue subscriptions.

API

• Added properties for RetryAttempts which shows the number of attempts on the transfer order in the method GetTransferOrders

• We added a new property: TaxRate in CreatePersons UpdatePersons and GetPersons which the customer uses to calculate tax on Pension accounts for reports such as KU18, KU19, and KU50.

Please read our changelog to get all the information about the updates.

Fixed Issues

September 2024-09-11

New Features and Improvements

This section describes new functionality and changes in existing functionality.

New design when creating a user

We have updated the design of the Settings tab when creating a user to provide a more user-friendly experience. We also added some missing settings, such as Custodian, Risk Level, Risk Value, and the new Tax Rate setting used if you work with pension and insurance accounts.

Enhancements when working with insurance and pension accounts

We have introduced a new property called Tax Rate which the customer uses to calculate tax on Pension accounts for reports such as KU18, KU19, and KU50. This new setting can be found under the Settings tab during user creation and is stored under Legal Information in the Detail tab.

You will find the regular tax settings here, Tax Management used to apply transaction-based taxes.

This setting is also available in the CSV export.

The CSV export functionality has been expanded to include information about the Beneficiary/Insured, recognizing that the Pension account owner may not always be the recipient of the pension payouts.

New add-on - Aksjesparekonto

The add-on Aksjeparekonto is now available in our Marketplace. Learn more.

Tax Reporting App - Adjustment for Negative Cash in Standard Income Calculation in KU30

We released a new version of the KU30 report. Following the guidelines set by the Tax Agency, negative cash positions should be disregarded in calculating standard income for investment savings accounts (ISK). Complete release notes can be found here.

API

• We added a new endpoint for canceling autogiro orders CancelAutoGiroOrders

• Trade orders can have linked orders. For example, a buy order can be linked to an AutoGiro order. When the AutoGiro order enters a certain stage, the TradeOrder will be triggered to use the cash that has been deposited into an account. We have added a new response option, LinkedOrderInfo, in the method GetTradeOrdersto get all linked orders.

Please read our changelog to get all the information about the updates.

Fixed Issues

August 2024-08-28

New Features and Improvements

This section describes new functionality and changes in existing functionality.

API

New properties added:

• A new property, “SettleAmount”, to the method UpdateTransferOrderStates and works for Avtalegiro, Manual, and Oneoff admissions

• We have also introduced a new property, “KID”, on transfer receiver type AvtaleGiro in the method https://bricknode.atlassian.net/wiki/spaces/API/pages/175177771

• When executing an external fund batch order, a currency exchange rate must be provided, just as in the GUI. To address this, we have added a "CurrencyExchangeRate" to ExternalFundBatchOrderExecute.

Please read our changelog to get all the information about the updates.

Fixed Issues

August 2024-08-14

New Features and Improvements

This section describes new functionality and changes in existing functionality.

New view for reservations

We have improved the management and display of reservations by introducing a dedicated Reservations list. This new feature can be accessed under Positions > Reservations, offering a comprehensive view of current and past reservations. Learn more.

New dimension KeyFigure_TaxableIncome

To keep track of how much taxable income an account has for Norwegian Interest Funds we have added a new dimension called KeyFigure_TaxableIncome and a transaction type called Default_KeyFigure_TaxableIncome_Cash.

Negative positions

The Invalid Positions task handling released in May this year has been modified and enhanced. The system will now also create a task when detecting a negative position. The acquisition value calculation method on the account is automatically set to None when any of these events occur, eliminating the necessity for manual handling.

For better comprehension, the text in the tasks has been revised and enhanced.

API

We have updated the method for creating cash deposit orders CreateDepositCashOrders 2.0 (Note! Breaking change) and we have added new methods for updating the status of Transfer orders UpdateTransferOrderStates and getting AvtaleGiro orders GetAvtaleGiroOrders

We have removed the method DepositCashBatchOrder_BatchFill and replaced with UpdateTransferOrderStates (Note! Breaking change)

Please read our changelog to get all the information about the updates.

Fixed Issues

June 2024-06-26

New Features and Improvements

This section describes new functionality and changes in existing functionality.

API

We have added a new method for updating RecurringOrderTemplate for AvtaleGiro UpdateRecurringOrderTemplatesAvtaleGiro.

Please read our changelog to get all the information about the updates.

Transaction Manager - new import capabilities

The Transaction Manager now offers enhanced import capabilities, allowing you to connect cash transactions to an instrument or an order directly. The updated import template includes two new columns: Instrument and Order. These additions simplify the import process and improve the work for the back-office administrators. For example, it can be used to create dividend transactions and connect them to an instrument. Learn More.

Archiving Function Added to TRS Manager

We are excited to introduce the new archiving function in the TRS Manager. This feature helps streamline data management by reducing the volume of data within the TRS Manager, ensuring that only current and relevant data remains readily accessible.

Rest assured, no information is lost. Archived data can still be retrieved from the files reported to and/or received from the FSA.

Learn more about how this feature works: Archiving function

Fixed Issues

June 2024-06-05

New Features and Improvements

This section describes new functionality and changes in existing functionality.

More details on batch orders

We have enhanced and added more details on batch orders to give the user a good overview and improve usability. We added sections about logs, order status, reservations, and transactions. Learn more.

Example of batch order with an instruction (NFM)

Example of batch orders with the order route MFEX.

A section on the right will be visible if custom fields exist on the batch order.

Balance dimension and currency in the position list on the customer

We have added the ability to filter by various dimensions in the customer overview's position list. Additionally, the currency position will now be included in this list.

Fixed Issues

May 2024-05-22

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Invalid Positions

For some time we have had issues with batch orders that get in an incorrect state due to invalid positions meaning when a position goes from long to short or vice versa. This is not supported in the system. We have therefore changed how the functionality works.

When an account gets an invalid position the system will:
- Create a task assigned to the logged-in admin user
- Create a log

Example of a task:

The task will contain information about the affected account, asset, and transaction number. The task will also contain information on how to solve the invalid position on the account since this will affect the calculation of the acquisition value and the performance charts.

To solve the issue on the account, please:

1. Set the acquisition value calculation method to None (Navigate to the action menu on the account and select Edit > change the value in the drop-down menu for Acquisition Value Method)

2. You need to look at this account and ensure that all the transactions are in the right sequence so that the acquisition value can be re-calculated.

3. Switch the calculation method back to Average, meaning the account will be re-calculated, and see if it resolves the problem.

Please don't hesitate to reach out to our support team if you have any questions.

Fixed Issues

May 2024-05-08

New Features and Improvements

This section describes new functionality and changes in existing functionality.

API

We have added new properties, CancelBatch, CancelComment, and CancelLinkedOrders, to the method https://bricknode.atlassian.net/wiki/x/BYALcw

Please read our changelog to get all the information about the updates.

April 2024-04-29

New Features and Improvements

This section describes new functionality and changes in existing functionality.

BankID Secure Start

The bankID addon is available in our Marketplace and enables you to use electronic authentication with BankID for logins and signatures in the system.

Starting from May 1, 2024, BankID Secure Start will become mandatory. Secure Start enhances security measures by ensuring that only the authenticated user, verified through BankID, can access the system, thereby mitigating the risk of telephone fraud

This change includes:

• Animated QR Code: When accessing the system from different devices, an animated QR code will be displayed, providing an additional layer of security.

• Autostart Feature: When accessing the system from the same device, the autostart functionality will streamline the authentication process, enhancing user experience.

For more detailed information please visit Secure start (bankid.com).

Log in to Bricknode from a computer.

Log in via a mobile device

API

We have made changes to the methods https://bricknode.atlassian.net/wiki/x/rgEzAw, GetBankIdStatus and https://bricknode.atlassian.net/wiki/x/DYAFBg to support BankID Secure Start. Note! Breaking change

Please read our changelog to get all the information about the updates.

April 2024-04-17

New Features and Improvements

This section describes new functionality and changes in existing functionality.

API

We have added a new method for getting Transfer, Deposit, and Withdrawal orders.

Please read our changelog to get all the information about the updates.

April 2024-04-03

New Features and Improvements

This section describes new functionality and changes in existing functionality.

API

We have added the property ForcePasswordReset to the Person object.

Please read our changelog to get all the information about the updates.

Enhanced Filter Capabilities

In our latest update, we've broadened the filtering options within User Management to include the "Manual Password Reset" setting across all lists. The setting is also available in the CSV export.

The setting “Manual Password Reset” empowers back office administrators to efficiently enforce password resets as needed. Learn more.

New icons in Marketplace

We're thrilled to introduce a fresh selection of icons in our Marketplace, aligning with our transition to Huddlestock. You will find all our add-ons and apps in our Marketplace.

API

We have added the property ForcePasswordReset to the Person object.

Please read our changelog to get all the information about the updates.

March 2024-03-20

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Support for AvtaleGiro

We have expanded our platform by adding support for AvtaleGiro. You will find the new add-on in our Marketplace. Learn more.

API

We have added support for a new TransferReceiver of type: AvtaleGiro and added support for two new transfer receiver types (NorwegianPostGiro and NorwegianBankAccount) when doing a withdrawal order.

Please read our changelog to get all the information about the updates.

Fixed Issues

March 2024-03-06

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Introducing two new external account types for the Norwegian Market

We are pleased to announce the addition of support for two new external account types:

1. Norwegian Bank Account

2. Norwegian PostGiro

These additions expand our platform's capabilities, offering enhanced flexibility and compatibility for users operating within the Norwegian market. By default, the external account types are hidden, please contact us if you want them activated. Learn more.

API

We've introduced a new property called TradeRoute to both the ExternalFundExecutionInterface and UpdateExternalFundExecutionInterface. This enhancement enables the creation and updating of instruments with the execution interface ExternalFund, AllFunds, or Fax.

We have added support for two new types of external accounts:

• TransferReceiverExtraInfoNorwegianPostGiro (Norwegian PostGiro)

• TransferReceiverExtraInfoNorwegianBankAccount (Norwegian Bank Account)

Please read our changelog to get all the information about the updates.

February 2024-02-21

We are busy behind the scenes, fine-tuning our system to cater specifically to the needs of the Norwegian market and introducing support for Aksjesparekonto. The add-on will soon be in our Marketplace! Stay tuned for more updates

February 2024-02-07

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Enhanced login experience with BankID

In this release, we are excited to announce performance enhancements specifically tailored to the BankID login process. Users will now experience a faster and smoother login to the system.

New logotypes in Bricknode

In this release, we've implemented a rebranding initiative, featuring a fresh set of logotypes to reflect our move to Huddlestock.

Key Figure - Tax Fee Return

In this release, we have introduced support for creating transactions to accurately reflect tax-free returns for accounts. This enhancement is an important step as we prepare to fully support Aksjesparekonto (ASK accounts.)

Fixed Issues

January 2024-01-24

Fixed Issues

January 2024-01-10

New Features and Improvements

This section describes new functionality and changes in existing functionality.

New release of the Tax Reporting app

The tax season is approaching and we made some updates to the tax reporting app. ​The app now supports the XML schedule for 2023 tax reporting. Read more here.

Fixed Issues