Release Notes for GPP3.2.0 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-05-15


Hello,
We are pleased to inform you that the latest version GPP3.2.0 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary - The major change of this release was the removal of the XML dependency in all layers of the application.
Project - GPP 3.0
Version - GPP3.2.0
Planned Release Date - 2020-05-15
Item #
Title
Summary
GPP-1335
FVD Suite VA Items
Reconfigured session timeout limit, archived old application files, added permission validations.
GPP-1298
FVD Suite XML Refactoring
Removed XML from Data base/code base for Tables, Stored Procedures, Migration Scripts, Dashboard, Activity Manager, Reports, Document Details, PDF Generator, Export Wizard, Compose, Auto-import, Manual import, Status Change, Electronic to Electronic, Indexation, Matching Documents, SQL script, Schema Migration.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Key
Title
Summary
GPP-1356
FVD Suite Date/Time
Adjusted Date/Time to show according to Server time zone vs. browser.
GPP-1349
FVD-R Index Window
Adjusted Settle Date to save properly based on Trade Date.
GPP-1333
FVD Suite Quick Find
Remediated EB Account # search criteria to produce correct data requested.
GPP-1264
FVD Suite Quick Find
Remediated user being taken to Activity Manager after entering EB #, needing to enter a 2nd time.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.7 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-04-11
Hello,
We are pleased to inform you that the latest version GPP3.1.7 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary – This release includes application fixes as relates to inbound items and indexation. In addition, fixes to client VA testing.
Project - GPP 3.0
Version - GPP3.1.7
Planned Release Date - 2020-04-11
Item #
Title
Summary
GPP-1348
FVD-R Activity Manager
Added filter option of “Indexed” or “Not Indexed.”
GPP-1347
FVD Suite User Edit
Cell phone # no longer a required field.
GPP-1345
FVD-S Auto-Import
Remediated errors to be logged locally in the application vs. FTP.
GPP-1344
FVD Suite Inbound Email Handler
Password-protected files routed to internal folder to allow other items to process without issue.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.6.1 (Hot Fix) Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-04-11
Hello,
We are pleased to inform you that the latest version GPP3.1.6.1 HOTFIX of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary – This release includes a Hot Fix as relates to Billing Report functionality.
Project - GPP 3.0
Version - GPP3.1.6.1 HOTFIX
Planned Release Date - 2020-04-11
Item #
Title
Summary
GPP-1343
FVD-R Billing Report
Remediated Summary View to show all firm information.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.6.1 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-04-01
Hello,
We are pleased to inform you that the latest version GPP3.1.6.1 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary – This release includes fixes as relates to mass resends from Activity Manager.
Project - GPP 3.0
Version - GPP3.1.6.1
Planned Release Date - 2020-04-01
Item #
Title
Summary
GPP-1342
FVD Suite Audit Trail
Remediated “Send History” time to be per server vs. browser.
GPP-1341
FVD-S Mass Resend
Remediated issue of items not being sent out when performing a mass resend.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.4.2 (Hot Fix) Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-03-19
Hello,
We are pleased to inform you that the latest version GPP3.1.4.2 HOTFIX of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary – This release includes a Hot Fix as relates to mass closing functionality.
Project - GPP 3.0
Version - GPP3.1.4.2 HOTFIX
Planned Release Date - 2020-03-19
Item #
Title
Summary
GPP-1332
FVD Suite Close
Remediated issue involving failure of similar items to close during a mass closure function.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.5 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-03-17
Hello,
We are pleased to inform you that the latest version GPP3.1.5 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary – This release includes fixes as relates to mass resends from Activity Manager.
Project - GPP 3.0
Version - GPP3.1.5
Planned Release Date - 2020-03-17
Item #
Title
Summary
GPP-1328
FVD S Reports
Remediated Premium Report handler timing out and failing to produce/send hourly report to client.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.4.1 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2020-03-14
Hello,
We are pleased to inform you that the latest version GPP3.1.4.1 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary – This release includes updates to Okta libraries.
Project - GPP 3.0
Version - GPP3.1.4.1
Planned Release Date - 2020-03-14
Item #
Title
Summary
GPP-1330
FVD Suite Okta
Clone repository and update Okta library.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.3 Freefunds Verified Direct (FVD) Application 3.0
FVD 3.0 Release Notes
2020-01-21
Hello,
We are pleased to inform you that the latest version GPP3.1.3 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary - This Package contains additional functionalities for the Activity Manager View and fixes to User Interface. Also, included is a script to correct generated Manual and Electronic Reference ID #’s.
Application- FVD 3.0
Version - GPP3.1.3
Planned Release Date - 2020-01-21
Item #
Title
Summary
GPP-1300
FVD-R Move to Function
Added functionality to move items from Review Needed to New Status.
GPP-1276
FVD Suite-Flags
Created functionality to mass-add flags.
GPP-1275
FVD Suite-Notes
Create Functionality to mass-add notes.
GPP-1301
FVD-R Stamp
Removed unnecessary text from stamp on Approved documents.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Item #
Title
Summary
GPP-1288
FVD-R Response Email
Enable correct email text is sent in the event firm profile is not correct.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.2 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2019-12-21
Hello,
We are glad to inform you that the latest version GPP3.1.3 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary - Fixes and changes to User Interface.
Project - GPP 3.0
Version - GPP3.1.2
Planned Release Date - 2019-12-21
Item #
Title
Summary
GPP-1279
FVD Suite-Quick Find
Change Default setting to “All Items.”
GPP-1277
FVD-R Index Form Changes
Expanded EB control for calendar inputs, restrict to business days, show status of records.
GPP-1274
FVD-R Email Text
Standardized email body text.
GPP-1273
FVD-S Email Text
Standardized email body text.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Item #
Title
Summary
GPP-1260
FVD-S Reset to New Status Changes
Add “Unmatch” text, add tool tip. Add move functionality for Admin roles to Approved, Declined, Cancelled & Closed statuses. Move button to right side of Options bar.
GPP-1242
FVD-S Data Manager
Center justify header and content for “Imported File Type, Description and Imported By.”
GPP-1237
FVD-S Edit
Add “Their Account” text next to CB #.
GPP-1235
FVD Suite
Standardize text to “Security ID#” vs. “Security ID.”
Item #
Title
Summary
GPP-1280
FVD-R Dashboard
Redirected user to correct chosen time period choices for statuses.
GPP-1272
FVD Suite Security ID#
Populated Security ID# field when clicking REF ID# link, Security ID# field populated in the Index Form popup.
GPP-1271
FVD-S Move Button in Declined
Added Move option to items in Declined status.
GPP-1270
FVD-S Ack File
Auto-import to show ACK (acknowledgment) file with correct DTC #.
GPP-1269
FVD-R Security ID#
Correctly populating Security ID # when indexing an item.
GPP-1267
FVD-S Ack File Folder
Corrected Ack file to populate in correct folder.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Item #
Title
Summary
GPP-1266
FVD-R Auto-import
Changed Reference ID text to “FR” from “FS.”
GPP-1262
FVD User Manager
Correct “Cell Phone Number” from being a required field for User profile.
GPP-1199
FVD Suite Auto-import
Remediated auto-import file fail after patch.
GPP-958
FVD-S Activity Manager Flag
Flag Indicator field correctly updating.
GPP-946
FVD-S Activity Manager Record View
In Record View, prevent Loader from being viewed on screen.
GPP-941
FVD-S Unknown Item
Remediated “Note Saved” message from not displaying when choosing option to Cancel adding a Note.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Release Notes for GPP3.1.1 Freefunds Verified Direct (FVD) Application 3.0
GPP 3.0 Release Notes
2019-11-22
Hello,
We are glad to inform you that the latest version GPP3.1.3 of FVD 3.0 has been released. Below is the list of application issues that were part of this upgrade.
Summary - Various fixes and changes to User Interface.
Project - GPP 3.0
Version - GPP3.1.1
Planned Release Date - 2019-11-22
Item #
Title
Summary
GPP-1258
FVD Suite Search
Standardized Basic and Advanced Search to be in same order as displayed on Dashboard.
GPP-1247
FVD-S REF ID# Link
Changed header label to “Electronic Ref ID#.”
GPP-1245
FVD Suite EB Control ID#
Changed text from “Control #” to EB Control ID#.”
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Item #
Title
Summary
GPP-1244
FVD-S Compose
Changed text to “To DTC#”, change “Custodian Broker” field to one line displayed.
GPP-1231
FVD Suite Act Report
“Flags” column displayed when exporting to Excel.
GPP-1229
FVD Suite Manage Users
Changed text to “Date/Time Added”, Date/Time Modified” and “Date/Time Logged In.”
GPP-1227
FVD Suite Activity Manager
In Record Information, changed label of “Notes” to “Note(s).” In Record Details, widened columns and narrowed “Column Control ID#.”
GPP-1223
FVD-S Search
Standardized DTC # filter to be same as Dashboard filter.
GPP-1222
FVD Suite Manage Users View
Centered all columns, edited “Phone Number” to one line, edited Modified Date/Time to be 2 lines, edited email addresses to be all lower case.
GPP-1220
FVD Suite User Manager
Added filter for viewing Active, Inactive or All statuses.
GPP-973
FVD-S Compose
Changed “To DTC#” to be consistent with displayed in Contact Manager.
Item #
Title
Summary
GPP-1255
FVD-S Resend
Admin level users given ability to mass resend (Resend Checked) from Review Needed/Pending statuses.
GPP-1254
FVD Suite Electronic Items Note
Added note to corresponding FVD-R site when moving item status back to New in FVD-S site.
This document is property of Loffa Interactive Group and provided for informational purpose to our Clients and
other interested parties © Copyright 2020 Loffa Interactive Corp., Inc. DBA Loffa Interactive Group
Item #
Title
Summary
GPP-1253
FVD Suite Electronic Items Comments
Added requirement for FVD-S user to add comment when resending item electronically-note to appear with item on FVD-R side.
GPP-1241
FVD-S Data Manager
“Suppression Function” tab removed from Loffa Admin.
GPP-1240
FVD-S Data Manager
“Broker Contact” option tab removed from Import Wizard.
GPP-1225
FVD-R Company Settings
Correct firm setting information to populate from FVD-R, not FVD-S.

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