New features and improvements in Fix Pack 6.65.2
The following improvements were introduced in Fix Pack 6.65.2:
ID | Type | Area | Description |
|---|---|---|---|
PM-5042 PM-5045 PM-5047 PM-5048 PM-5049 PM-5053 PM-5054 PM-5055 | I | Persons | This fix pack allows you to deactivate persons. For details, see the section Deactivate persons in Infront Portfolio Manager in the manual supplements. |
PM-4593 | I | Wealth Portal, Zones, Persons | It is now possible to move a holder to another zone even if a person is linked who is also linked to other holders. The system now checks whether the person linked to the holder is also linked to other objects. In such cases, they are not moved to the other zone. |
PM-5018 | I | Data | This fix pack includes the previously missing Scope 3 data in the PAI data (Principal Adverse Impacts) available via data import. |
PM-5051 | I | Ordering | Orders with the status "Settled" cannot be overwritten when synchronising with the online order book. |