jCore

These updates affect jCore users.

Account Monitor

Fixed the size of the fields in the Add Agency Type window.

Resolved an issue that caused the Account Monitor Subtype dropdown to display incorrectly on the Trust Account Detail tab.

Resolved an issue where the Transaction button in the Trust Account Detail window was hidden because the window was too small.

Resolved an issue where the Contact Search window was too small when it opened resulting in some fields being hidden. It occurred when selecting the following contacts:

• Owner

• Trust Company

Resolved an issue where the Company Detail window was too small, resulting in some fields and buttons being hidden. It affected the following tabs:

• Trust Company Mortgage

• Insurance

• Brokerage

Fixed the alignment of fields on the Insurance tab in the Company Detail window.

Resolved an issue that caused the Rep Name filter to function incorrectly and display an incorrect Total Count of records.

Resolved an issue where the system added numbers to reps in the Account Detail window when no other reps had the same name (ie. Johnson, David became Johnson, David (2) even if there was no Johnson, David (1)).

Resolved an issue where jPass reports created from data in the Account, Position, and Transaction tabs displayed records for all employees the user had access to instead of the selected ones.

Resolved an issue that caused the Account Subtype dropdown to display incorrectly on the Trust Account Detail tab.

Adjustment Monitor

Added Payroll Period as a filterable field. You can select any value from the Payroll Period dropdown list. You can also select multiple values by using the multiple-selection button.

Alert Monitor

Resolved an issue that caused the system to copy the wrong cell.

Added the ability to multi-select trade operations for the Linked Trade Operation Return Value for the Trade Proceeds alert.

Added Household Advisory, Owner Advisory, Household Brokerage, and Owner Brokerage as dropdown values for the Scope field in the Multi Provider Alert. This alert checks whether the Managed Money status flag is set to Yes or No and generates an alert if the flag matches the requirements set for that Scope.

Added an alert called Employee Frequency Alert. It flags individual reps that are trading too much of a particular security.

When calculating the average balance in the Account Turnover alert, we can now exclude months with average balances less than $100.

Added a new warning message that displays when a user attempts to set up an alert with the same alert start time and type as another alert. Alerts of the same type must run at least 10 minutes apart.

After clicking Resolve a window opens with the record’s new status and a place to add notes.

Asynchronous Monitor

Reduced the size of fields that were too large.

Audit Monitor

Added a field called SourceFileName to identify which data file inserted or updated an address.

Commissions Monitor

Added a checkbox to enable multi-threaded processing. Selecting this box will speed up the process of generating commissions. The selected number determines how many pieces of information that you want to process at once.

Resolved an issue that prevented the As of Date field of Set Up > Employees from functioning properly. It now shows the filtered results and defaults to the current date.

Resolved an issue that caused the system to display a No Commission is running message after initiating a commission generation.

Resolved an issue that prevented commissions from generating correctly in testing environments.

Contact Maintenance

Resolved an issue that caused the Search For field to display incorrectly.

Resolved an issue that added an extra space to the beginning and end of the value entered in the Ref. Code field in Contact Maintenance Setup.

Contact Manager

Removed extra spacing between attribute names and checkboxes in the Contact Attributes window.

Credit Event Monitor

Added two new filters:  File Name and Revenue Type.

Resolved an issue where the jCore application would freeze upon clicking the Filter.

The Active Payroll Period is now selected by default.

Removed the unnecessary True Allocated Gross column.

Documents

Made the Upload Document window larger.

eBlotter

After clicking Approve a window opens with the record’s new status and a place to add notes.

The Product Share Class column is now available in the eBlotter’s Column Selector. It is sortable and exportable, just like the column with the same name in the Transactions Tab.

Added a dropdown that allows users to assign a trade to another user.

Employee Manager

Resolved an issue where values did not display correctly in the Branch Multi-Selection window.

Fixed misaligned fields.

Import Monitor

Resolved an issue that was causing Import Monitor History to display the upload time zone as EDT instead of PST.

The Modified By column displays the name of the data file that updated the information instead of Sys.

Added a new field to Product objects called Reporting Company. This field identifies the company that reported that product’s information to jCore.

Miscellaneous

Removed old shortcuts/icons from the msi installation package.

Resolved an issue that caused values to display partially in the multi-selection window in all Monitors.

You can hover your mouse over fields in the multi-selection window to see the full value.

Running Processes in jCore is now more user-friendly. There is also a new UI message for adding notes.

The Workflow diagram now displays correctly for the PRD and Alert processes.

Resolved an issue that caused the system to flip the on-hold flag of IDC trades that matched fanmail records back to Yes after the Cash Receipts process flipped it to No.

Resolved an issue that caused records to load twice.

Removed the Dashboard feature from jCore. An upgraded experience will become available to users in future releases.

Resolved an issue where icons in the upper left corner of jCore did not display correctly.

Resolved an issue that caused dates in the Monthly Calendar to display incorrectly when the date had two digits.

You can now single-click report checkboxes instead of having to double-click to select them.

Resolved an issue that caused the table on the first page of a result to display the incorrect number of records after changing the page size.

OFAC and FinCen

Fixed the alignment of fields in the Match Detail window.

Position Monitor

Resolved an issue that caused the system not to zero out Quantity when a user set the Closed Date manually.

Resolved an issue that prevented Schwab position files from removing closed positions.

Resolved an issue that caused the Positions filter to malfunction.

Product Manager

Fixed misaligned fields.

Reporting

Fixed the formatting of the Filter and Filter Name fields in the Custom Filter window of the Report Warehouse.

Resolved an issue where the Group By feature did not summarize the report when generating from the Recurring Revenues and Trades and Recurring Revenue tabs.

Resolved an issue that caused the system to incorrectly warn users that the result set was larger than 100k while using the Group By function.

Resolved an issue that caused the system to export results in a different order after changing the jCore page size.

Security

Improved the way jCore encrypts employee passwords to make them more secure.

Stability

We can now restart a single component instead of the entire application. This reduces the interruption of work if a component is having issues.

Improved the failover process used for disaster recovery.

Team Monitor

Resolved an issue where the Export action would result in reports being generated and downloaded with an invalid file extension instead of .xlsx files.

Fixed the alignment of fields in the Team Details window.

Added new columns to the Team Monitor: Team Member and Split %.

Resolved an issue that caused exported Team Monitor records to display in a different order than on-screen.

Transactions Monitor

Resolved an issue where the Export action would result in reports being generated and downloaded with an invalid file extension instead of .xlsx files.

Fixed the alignment of fields in the Transaction Detail and Order Detail widows.

Resolved an issue that prevented the Define Rep ID dialog from functioning correctly.

Added the ability to regenerate all transactions within that batch file.

Added two new columns: the Account Location and the Account Location Code. These columns are available in the column selector under the Transactions, Recurring Revenue, and Trades and Recurring Revenues tabs.

Added Revenue Type to the Column Selector in the Trades and Revenue tab.

In the Transactions and the Recurring Revenue tabs, you can now update status flags in bulk rather than one by one. This allows you to change the status flag of over 200 filtered results to batch-release a set of trades.

Resolved an issue with exporting reports from the Trades and Recurring Revenues tab. The reports contained all records rather than just the selected records.

Resolved an issue that caused the eBlotter report to display rounded Quantity values incorrectly (three digits instead of two).

Resolved an issue that prevented users from selecting a blank value for the Group Rule dropdown in the Report Detail window.

Resolved an issue that caused fields on the Order Details screen of the Order tab to display incorrectly.

jPass

Data

Resolved an issue that prevented the system from loading Projects. The DATA section in jPass opens the list of Projects correctly without error messages.

Documents

Hid a button for a feature that is currently under development and is not yet functional.

Positions

Resolved an issue that caused the Positions filter to malfunction.

Reporting

Resolved an issue with jPass that prevented some reports from generating correctly.

Miscellaneous

Resolved an issue that caused slow data load times.