ITAS Release 8.17.0

 

Release Date: 13th February 2023

This version of Trader Desktop sees the introduction the following new features and enhancements:

  • Several New Reports
  • Export To Excel
  • Company Codes Management
  • Teams Notifications
  • Company Copy
  • Task Manager

More details on these new features can be found here.

 

Trader Desktop

Planned Work Items 

PBI Type Description Committed
27172 Bug Fix [INTSTOCK] - Change Contract Value Calc To Use ContractValueRepository Yes
27159 Bug Fix [INTSTOCK] - Timing Out On UAT Server  Yes
27477 Bug Fix [INTSTOCK] - Validate Settlement Currencies Match  Yes
       

Data Portal

Planned Work Items 

PBI Type Description Committed
26731 New Feature [Reporting] - Add Support For P&L Report Yes
26729 New Feature [Reporting] - Add Support For Valuation Report  Yes
26730 New Feature [Reporting] - Add Support For Futures Open Position (TOPEN) Yes
26766 Bug Fix User Settings Should Always Open In The General Tab Yes
26795 Bug Fix When All General Tabs Are Closed The Isn't Displayed Yes
26836 Bug Fix Tab Text Cannot Be Seen On Hover Yes
26942 Bug Fix [Trade Capture] - Contract Date Not Saved Correctly Yes
26955 Bug Fix Data Views Opening In The Wrong TE Tab Yes
26957 Bug Fix [Document Manager] - Company Docs Boolean Extended Props Can't Be Set To False Yes
26178 Enhancement [Contract Value] - Extrapolated Rates Yes
26554 Enhancement [Contract Value] - Apply Prem Settle Roe Yes
26726 Enhancement [Contract Value] - Diffn Ratio Yes
26179 Enhancement [Contract Value] - Historical Rates and Prices Yes
26584 Enhancement [Contract Value] - Frozen Database Yes
26571 New Feature [Export to Excel] - Add Support For Export To Excel From Data View (Snapshot Of Data Based On Current Layout) Yes
26572 Enhancement  Add record count to data view link in Dashboard Yes
26576 New Feature Add Support For Teams Notifications Yes
26577 New Feature Add Support For User Activity Monitor Yes
26578 New Feature [Company Copy] - Add Support For Company Copy Yes
26623 Enhancement Add Data Portal Help Screens Yes
26705 Enhancement [Trade Invoicing] - Include Costs in Table UI Yes
26941 Enhancement Make Switching Tabs Change The URL Based On navItem Yes
26771 Bug Fix Trading Entity Column Is Not Included When Documents Are Filtered In General Tab Yes
27005 Bug Fix [OMT] - Search Box In Ribbon Doesn't Work Yes
27017 Bug Fix Data Views Only Opening For Default TE, Not The TE Currently Open Yes
27081 Bug Fix Order Management Application Refresh Issues Yes
27039 Bug Fix Templates Grid Count Fix Yes
26704 New Feature Add Support For Invoicing From Data Portal Yes
27088 New Feature Add Support For Cost Grouping Yes
27572  Bug Fix [EOB] - Contracts displayed incorrectly  Yes
26834 Bug Fix Modals Appear Behind The (Locked) Sub Menu Yes
27083 Bug Fix [OMT] - Calendar Date Selection Issue Yes
27132 Bug Fix Privileges To Admin Views Can Be Enabled Yes
27333 Bug Fix Users Cannot Update Layout Yes
27029 Enhancement Manual Invoicing Yes
27395 Bug Fix  Search Not Working In Alert Settings Grid Yes
27151 Enhancement Trade Capture - Contract Entry Yes
       

Task Manager 

PBI Type Description Committed
26988 New Feature Introduce Support For Task Manager Feature Yes
       

Events

Planned Work Items 

PBI Type Description Committed
27009 Enhancement New Alert 2-262 Yes
27011 Enhancement New Alert 2-263 Yes
27012 Enhancement New Alert 2-264 Yes
27013 Enhancement New Alert 2-265 Yes 
27004 Enhancement Add nhr20 to 'New Item Alert' Yes
27293 Enhancement New Alert 2-266 Yes
       

Task Management Service

Planned Work Items 

PBI Type Description Committed
26987 New Feature Add support for Task Management Feature Yes
       

Graph Service

Planned Work Items 

PBI Type Description Committed
26575 Enhancement Add support for SharePoint Integration Yes
27552 Enhancement  Add support for WindowsInetProxy Yes
       

Document Services

Planned Work Items 

PBI Type Description Committed
26751 New Feature Add Support For DOCGEN Yes
27475 New Feature Add Support For SharePoint Document Storage  Yes
       

IServices

Planned Work Items 

PBI Type Description Committed
27078 Enhancement Add New Healthcheck Endpoint For IIS HealthCheck WorkFlow Yes
       

WorkFlow Service 

PBI Type Description Committed
27080 Enhancement Update Healthcheck Workflow With New IServices url Yes
       

ITAS API

 

ITAS Client Services API

Data Catalog

With this release the ITAS Data Entities have been updated to v54 due to the following breaking change

  • PhysicalsConfiguration>IsMarketSectorMandatory amended to MarketSectorMandatory of type enum

 

New Data Entities

  • CurrencyHoliday
  • ExplicitRate
  • Holiday
  • LogisticsNote
  • MonthEndRate
  • PalletType
  • PhysicalTradeWeightRateCommission
  • PhysicalTradeWeightRateCost
  • PriceMatrixPrice

Updated Data Entities

  • AdditionalInvDetail
  • AccountingConfiguration
  • FamilyLimitsConfiguration
  • PhysicalOrder
  • PhyscialsConfiguration
  • PhysicalTradeCost
  • PhysicalTradeFinancial
  • PhysicalTradeMiscellanea
  • PhysicalTradePricing
  • PhysicalTradeTraffic
  • Port
  • PriceFixingDetail
  • SiteConfiguration
  • Terminal
  • TradingEntityConfiguration
  • Transaction
  • TransactionClient
  • TransactionNominal
  • TransactionWip
  • WipAccount

For more information or assistance with any of the above, please contact your ITAS representative or support team.

 


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