New Features
Document Data Highlighting
You can now easily review extracted data directly on documents.
VMR automatically highlights key information, including investment code, investment name, and document date, within the document itself. This helps Reviewer quickly confirm that the correct investment account and details have been captured, reducing the need for manual scanning and speeding up the review process.
Support for Unlisted Investment
VMR now supports documents related to unlisted investments (including those without APIR codes).
Documents are automatically mapped to the correct Class investment account using VMR lookup, based on the extracted investment name.
Currently supported for:
- Holding Statements/Transaction Statements
Enhancements
Improved Bulk Document Review Navigation
Reviewing documents in bulk is now more efficient.
A new in-screen document toggle allows you to seamlessly move between documents (forward and backward) without leaving the review screen—helping you complete reviews faster with fewer clicks.
Other Updates
The list of supported document types has been updated.
See the full list here: What is the Difference Between VMR-Supported and Unsupported Document Models?