Feature Updates
3 New Data Extracts: Positions, Transactions, Demographics.
New Parameter for all Data Extracts: File Naming Convention.
Standardized Data Extract parameter order.
Created a dropdown menu for the Data Extracts page, allowing an easy way to switch
between the different types.Added a search feature within Admin Settings. User Groups on Add Users to Group
pop-up.Added a search feature within Advisor Shared Documents on Upload Documents pop-up
for List of Clients.Implemented a pre-screen for Data Extract’s filenames to prevent “illegal” characters.
Implemented a pre-check for all parameters within Data Extracts to prevent extracts
running without all required entries.Created Subfolder level to prevent 2 users simultaneously running the same Data
Extract.
Bug Fixes
Fixed an issue deleting Data Extracts that contained errors.
Automated Data Extracts ran in bulk will now sort by request ID.
Default values for Dropdown parameters on Data Extracts have been fixed.
Default values for boolean parameters now display correctly on Data Exports.
Where CSSI can help
