Class Super/Trust/Portfolio

We have enhanced the Period Update engine to improve the performance and reliability when running Period Updates. This should result in a number of improvements to Period Updates including

• For entities with a substantial number of investments and or transactions,  you will no longer encounter a "Gateway Timeout 504" error
• Enabling you to continue other processing whilst running the Period Update as it will now run in the background and no longer "lock" the page,
• Any error messages from the Period Update will be stored and you can easily access them by hovering over the error tooltip.
• The status of the Period Updates will automatically change and clearly display as “in Progress”, “Errored” or “Complete”.

Other Fixes and Enhancements

We have made some further enhancements to Brand to Brand transfer including:

• Clearly displaying errors when duplicate securities are encountered for a Brand to Brand transfer,
• The search has been improved so that you can search for part of an entity name,
• The “Take me There” button in the success message will now take you directly to the White Label screen.

Some updates have been made for SuperStream on the Rollover and Release Authority console including:

• The tooltip that gives you information on each status will now be visible on each page to hover over.
• The SuperStream status “Pending Fund choice” will no longer display in the dropdown of all the statuses.