Release Notes for GPP 3.2.0

Freefunds Verified Direct (FVD) Application 3.0


GPP 3.0 Release Notes
2020-05-15

Major enhancements: 


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 improvements 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.

 

Impact - Greater system performance and data integration with other applications.

Fixes: 

Adjusted Date/Time to show according to Server time zone vs. browser.

 

FVD-R Index Window
Adjusted Settle Date to save properly based on Trade Date.

 

FVD Suite Quick Find
Remediated EB Account # search criteria to produce correct data requested.

 

FVD Suite Quick Find
Remediated user being taken to Activity Manager after entering EB #, needing to enter a 2nd time.
 

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Release Notes for GPP3.1.7

Freefunds Verified Direct (FVD) Application 3.0


GPP 3.0 Release Notes
2020-04-11

 


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 improvements that were part of this upgrade.

 

Fixes: 


This release includes application fixes as relates to inbound items and indexation. In addition, fixes to client VA testing.

 

FVD-R Activity Manager
Added filter option of “Indexed” or “Not Indexed.”

 

FVD Suite User Edit
Cell phone # no longer a required field.

 

FVD-S Auto-Import
Remediated errors to be logged locally in the application vs. FTP.

 

FVD Suite Inbound Email Handler
Password-protected files routed to internal folder to allow other items to process without issue.
 

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GPP 3.0 Release Notes
2020-04-11

 

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.
Planned Release Date - 2020-04-11

 

FVD-R Billing Report
Remediated Summary View to show all firm information.

 

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GPP 3.0 Release Notes
2020-04-01

 

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.
Planned Release Date - 2020-04-01

 

FVD Suite Audit Trail
Remediated “Send History” time to be per server vs. browser.

 

FVD-S Mass Resend
Remediated issue of items not being sent out when performing a mass resend.

 

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GPP 3.0 Release Notes
2020-03-19

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.
Planned Release Date - 2020-03-19

 

FVD Suite Close
Remediated issue involving failure of similar items to close during a mass closure function.

 

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GPP 3.0 Release Notes
2020-03-17
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.

Planned Release Date - 2020-03-17

 

FVD S Reports
Remediated Premium Report handler timing out and failing to produce/send hourly report to client.

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GPP 3.0 Release Notes
2020-03-14
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.
Planned Release Date - 2020-03-14

 

FVD Suite Okta
Clone repository and update Okta library.

 

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FVD 3.0 Release Notes
2020-01-21
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.

Planned Release Date - 2020-01-21

 

FVD-R Move to Function
Added functionality to move items from Review Needed to New Status.

 

FVD Suite-Flags
Created functionality to mass-add flags.

 

FVD Suite-Notes
Create Functionality to mass-add notes.

 

FVD-R Stamp
Removed unnecessary text from stamp on Approved documents.

 

FVD-R Response Email
Enable correct email text is sent in the event firm profile is not correct.

 

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GPP 3.0 Release Notes
2019-12-21

 

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.
Planned Release Date - 2019-12-21

 

FVD Suite-Quick Find
Change Default setting to “All Items.”

 

FVD-R Index Form Changes
Expanded EB control for calendar inputs, restrict to business days, show status of records.

 

FVD-R Email Text
Standardized email body text.

 

FVD-S Email Text
Standardized email body text.

 

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.

 

FVD-S Data Manager
Center justify header and content for “Imported File Type, Description and Imported By.”

 

FVD-S Edit
Add “Their Account” text next to CB #.

 

FVD Suite
Standardize text to “Security ID#” vs. “Security ID.”

 

FVD-R Dashboard
Redirected user to correct chosen time period choices for statuses.

 

FVD Suite Security ID#
Populated Security ID# field when clicking REF ID# link, Security ID# field populated in the Index Form popup.

 

FVD-S Move Button in Declined
Added Move option to items in Declined status.

 

FVD-S Ack File
Auto-import to show ACK (acknowledgment) file with correct DTC #.

 

FVD-R Security ID#
Correctly populating Security ID # when indexing an item.

 

FVD-S Ack File Folder
Corrected Ack file to populate in correct folder.

 

FVD-R Auto-import
Changed Reference ID text to “FR” from “FS.”

 

FVD User Manager
Correct “Cell Phone Number” from being a required field for User profile.

 

FVD Suite Auto-import
Remediated auto-import file fail after patch.

 

FVD-S Activity Manager Flag
Flag Indicator field correctly updating.

 

FVD-S Activity Manager Record View
In Record View, prevent Loader from being viewed on screen.

 

FVD-S Unknown Item
Remediated “Note Saved” message from not displaying when choosing option to Cancel adding a Note.

 

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GPP 3.0 Release Notes
2019-11-22
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.
Planned Release Date - 2019-11-22

 

FVD Suite Search
Standardized Basic and Advanced Search to be in same order as displayed on Dashboard.

 

FVD-S REF ID# Link
Changed header label to “Electronic Ref ID#.”

 

FVD Suite EB Control ID#
Changed text from “Control #” to EB Control ID#.”

 

FVD-S Compose
Changed text to “To DTC#”, change “Custodian Broker” field to one line displayed.

 

FVD Suite Act Report
“Flags” column displayed when exporting to Excel.

 

FVD Suite Manage Users
Changed text to “Date/Time Added”, Date/Time Modified” and “Date/Time Logged In.”

 

FVD Suite Activity Manager
In Record Information, changed label of “Notes” to “Note(s).” In Record Details, widened columns and narrowed “Column Control ID#.”

 

FVD-S Search
Standardized DTC # filter to be same as Dashboard filter.

 

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.

 

FVD Suite User Manager
Added filter for viewing Active, Inactive or All statuses.

 

FVD-S Compose
Changed “To DTC#” to be consistent with displayed in Contact Manager.

 

FVD-S Resend
Admin level users given ability to mass resend (Resend Checked) from Review Needed/Pending statuses.

 

FVD Suite Electronic Items Note
Added note to corresponding FVD-R site when moving item status back to New in FVD-S site.

 

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.

 

FVD-S Data Manager
“Suppression Function” tab removed from Loffa Admin.

 

FVD-S Data Manager
“Broker Contact” option tab removed from Import Wizard.

 

FVD-R Company Settings
Correct firm setting information to populate from FVD-R, not FVD-S.

© 2020 by Loffa Interactive Group

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