Corporate Investor Profile
Within a corporate investor profile, it is now mandatory to define business type. It is denoted with an asterisk to indicate a required field.
Position Template
We have updated the Position Template to now include an External ID column on an Investor Account. This new column relates to the external ID that users can add to an account under ‘External Application Reference Number’.
EdgeLink Updates
We have applied an update so that when an Issuer or Dealer closes an EdgeLink-connected transaction, the other party now has the option to ignore the update.
Periodic KYP Module
We have applied an update so that the system examines whether the Purchase and Non-Purchase Transaction KYP toggles are switched on or off within an offering before determining whether a date range has been exceeded (and an offering has expired/is set to expire). This prevents emails generating if the setting has been turned off.