New features and improvements in Service Pack 6.64

PM-4546

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PSI, MMASCII, Persons

With this Service pack, it is now also possible via an extension in MMASCII to decide directly via the MMASCII import whether the postbox export in the Infront Portfolio Manager should be activated or deactivated for a person link.

PM-4735

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Infront Portfolio Manager SaaS, DPRead

The price data import in the Azure environment for Infront Portfolio Manager SaaS has been optimised, allowing customers to benefit from shorter import times.

PM-4748

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PSI Order Entry

[PSI Order Entry Donner & Reuschel]

Previously, you first had to change the maturity type to "GTD" if you wanted to set a validity date for an order in the final order dialogue. Now the type automatically changes to "GTD" when a validity date is entered.

When the date is deleted, the type changes back to the default value. In addition, the date is automatically deleted when the expiry type is manually changed to "GFD" or "GTC".

PM-4749

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PSI Order Entry

[PSI Order Entry Donner & Reuschel]

In the "Prepare mass order" dialogue window, the column sequence has been changed so that the "Maturity type" column now appears before the "Validity" column.

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PSI Order Entry

[PSI Order Entry Donner & Reuschel]

The maturity type "GTC" is now the default value for orders.

PM-4753

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Installation

The supplied libraries (in the "bin" folder) for SFTP retrieval via PSI have been optimised.

PM-4797

PM-4798

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PSI Order Entry

[Order Entry Service]

In order to obtain details on order execution and quantity, the query parameters of the GetOrder request in the Order Entry Service had to be adjusted.

The quantities of executed and partially executed orders can now be displayed in the order book. For this display, the column "Remark 3" has been renamed "Executed (online order book)".

PM-4805

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PSI Order Entry

In the order book, some spelling mistakes and incorrect translations have been corrected for the "Change order" menus and dialogues.

PM-4806

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PSI Order Entry

[PSI Order Entry comdirect] and others

The "Order currency" column has been added to the "Change order" dialogue window.

PM-4807

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PSI Order Entry

If a limit is entered in the "Limit" column, the order amount type is automatically changed to "Limit".

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Documentation

The "new" Help Center is now opened when the online help is called up in the Infront Portfolio Manager. The "old" Help Center is expected to be shut down in the course of the year, as the technology is outdated and can no longer be supplied with security updates.

URL to the new Help Center: https://infront-portfolio-manager.helpcenter.infront.co/en/pm/.