New features and improvements in Fix Pack 6.59.1
The following improvements were introduced in Fix Pack 6.59.1:
ID | Type | Range | Description |
|---|---|---|---|
| PM-4154 | I | Database, system requirements | As of Fix-Pack 6.59.1, your Infront Portfolio Manager now also supports MS-SQL Server 2022. |
| PM-4141 | I | Operation, Workspaces | Service Pack 6.53 introduced the change that the currently active workspace always jumps to the top of the list of open workspaces (on the left above the Explorer) when working with workspaces. However, this behavior was criticized by some users as rather confusing, so this change will be reversed. Now the displayed sequence of open workspaces remains unchanged when switching workspaces during a work session; the currently selected workspace is highlighted in color in the list. |
| PM-3317 | I | Transactions | Working with margin accounts, which can be created when entering transactions of the "Initial Margin" type, for example, has been optimized. Amounts with up to 5 decimal places can now be entered in these accounts. Another new feature is that margin accounts are considered closed (and therefore do not appear in the balance sheet, for example) if the balance is less than 0.01. |
| PM-4122 | I | Master data | From 2023, the saver's lump sum in Germany will increase from 801 euros (1602 euros for married couples) to 1000 euros (2000 euros for married couples). Therefore, all affected areas have been updated, e.g. the displayed amount on the corresponding page in the Owner Assistant or various chapters in the Help Center. |
PM-3932 PM-3933 | I | PSI Order Entry | For PSI Order Entry that run via the Order Entry Service, in addition to the familiar option of defining strings for grouping block orders via MM-Talk, more complex configurations for additional order data for block (or list) and individual orders can now also be defined using the MM-Talk formula language. In the "PSI Order Entry - Configuration" dialog box, you can now enter these formulas directly in additional input fields. The data configured in this way is then displayed in user-configured columns in the "Prepare collective order" dialog box. Please read the section Configuring orders via MM-Talk in the manual supplements. |
PM-3934 | I | PSI Order Entry | The additional order data individually configured via MM-Talk described in the previous line (PM-3932 and PM-3933) can be displayed as columns in the "Prepare collective order" dialog box. |
PM-4004 | I | PSI Order Entry | For PSI Order Entry that run via the Order Entry Service, you now also have the option of exporting the current order view in the dialog window as a CSV file via the "Excel" button in the "Prepare collective order" dialog window, similar to "older" PSI Order Entry. You can open this file in Excel, for example. This export function supports block and individual orders. |
PM-4184 | I | PSI Order Entry | The CSV files described in the previous line (PM-4004) now have semicolons (semicolons) as separators for a clearer display. |
| PM-4148 | I | PSI Order Entry | For PSI Order Entry that run via the Order Entry Service, an "Over-the-Counter" ("OTC") trading venue can now also be included in the list of trading venues. If this trading venue is configured for a custodian bank, it will appear in the selection list in the "Trading venue" column in the "Prepare collective order" dialog box, for example. |
| PM-4162 | I | PSI Order Entry | For PSI Order Entry that run via the Order Entry Service, the behavior for the order currencies has been changed if a standard currency for the custodian bank is delivered via the Order Entry Service:
|
| PM-4174 | I | PSI Order Entry | [PSI Order Entry MERKUR PRIVATBANK] The override of disposition instructions according to the stored configuration has been adapted for this order interface. |
| PM-4159 | I | PSI Order Entry | [PSI Order Entry MERKUR PRIVATBANK] In the "Prepare collective order" dialog box, an additional column "Remark 2" is now available for you to enter additional order details for this PSI Order Entry (and possibly other dwpbank interfaces in the Order Entry Service). |
PM-3975 PM-4144 | I | PSI Order Entry | Further improvements have been implemented for PSI Order Entry, which runs via the Order Entry Service, e.g. the performance of synchronization with the online order book has been increased and the status queries when sending multiple block orders now also run more efficiently. |
| PM-4138 | I | Target market service, profiling service | The processing and presentation of the categories delivered via the MiFID II services via MM-Talk has been updated. If, for example, more categories are delivered via the profiling service than via the target market service, this sometimes resulted in empty cells or rows in the corresponding tables and reports (e.g. "Target market categories" report). The display names from the profiling service are now used here. The manufacturer target market data is always available via MM-Talk, regardless of the current configuration of the distributor target market. However, the tables and reports only ever show the categories of the current configuration of the distributor target market. This means that the respective configuration must be extended accordingly in order to activate new categories for display in the Infront Portfolio Manager. |
| PM-4173 | I | Customer Account | In the "Customer Account - Performance" report, two columns for calculating performance, which are hidden by default anyway, have been removed as they are not required in the customer account. This speeds up the upload to the customer account. |