ITAS Release 8.7.1.740

A Significant new addition in this release is ITAS 8 DocMan, an updated version of DocMan, with the same advanced flexible and secure solution to document storage, but now listing all documents and enabling the user to easily identify the document they want. Information that is stored with each document can be filtered, this includes Contract IDs, Trading Entities, Commodity Codes, Vessel names, Container IDs, WIP and Client References, Document References, Document Types and Names.

ITAS 8 DocMan features also include the ability to:

Upload and Index multiple documents via the Smart Panel > DOCMAN tab

Automated Document Indexing, when documents adhere to the necessary mandatory fields (as per configuration) they are automatically processed and indexed in the correct location.

Any files that do not meet the auto index criteria will appear in the Unindexed Documents screen, these can be amended by the user to meet the necessary mandatory fields to be indexed by the sibling auto indexing service.

Sibling Auto Indexing service runs every 10 seconds (configurable), which does not affect currency auto indexing.

Company Documents, where you can Customise your index columns and filters then save your set ups.

Email list of Documents

Updated Personal Documents Screen

New Entity Support. An entity is something that can be added as a personal tile, is included in a new item alert or an alert filter and can show up in the Smart Panel History.

Current Entities: Physical Trade, Client Account, WIP, Posted Transaction.

Updated Entities: FX Deal (was Treasury)

New Entities: Letter of Credit, Vessel, Loans & Deposits, Nominal Account.

Also available in history and alerts but not as a personal tile: F&O Trade, Unposted Transaction, Pre-Payment Requests.

A Screen in System Settings for Admin Users to indicate if a Trading Entity has Audit Triggers enabled or disabled.

Windows Server Support

Issues addressed:

Trading Entity Screen contract on fields

Text on message not wrapping

Trading Entity dropdown list styling

Smart Panel sub menu gradient

Smart Panel Documents tab missing

Personal regional settings updated for foreign locales where comma is used as a decimal (which caused STOCKS to crash)

AlertBox size for first time users has been re sized.

Trading Entity Combo box colour issue now resolved.

Trading Entity Combo box, text ellipsis and tool tip now in place.

Trading Entity homepage, double click now only opens on application as intended.

Reporting Export, pending message not sent after group is edited has now been resolved

If OnAccountDetails property TransactionKey is sent in the wrong format, correct error response is now received.

Issue where data records were locking when calling the F&O endpoint has now been resloved.