Release Notes November 2024

Feature Updates

- New Feature - Data Export Process
- Allows for admins to extract data in a pipe-delimited text file. More formatting options, such as tab-delimited and comma delimited, will be included in future updates.
- Price File and Bloomberg Positions extracts now available. Additional standard formats coming in early 2025.
- Custom-formatted extracts for import into any system may be requested. Reach out to professionalservices@cssisolutions.com to learn more.
- Node.js Upgrade
- Updated underlying tools and packages that run the Portal.
- Includes new front-end object library, additional security checks and updates, and improved UI behavior

Bug Fixes

- Group Permissions dropdown within the Document Vault’s “Update Folder” tab restricted to only show unlinked groups.
- Resolved an issue that caused the Household Document’s dropdown to not auto-select the first entry when accessed from the User menu.
- Fixed parsing issue when adding a Household to a user (from the main User menu) that contains special characters.
- Updating email address now copies any associated Roles/Permissions.