Report Generation module migration

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Migration to new interface

We are continuously enhancing our system. We are currently planning to migrate Report Generation module to an new interface.
Please find out what are the changes.

FATCA

Before migration, the form's menus were displayed horizontally with tab on the top.
Now the menus will be displayed vertically, the form works like "accordion", with sections that open when you click on the header.
FATCA1 1.png


We had 4 sections before but now we have 6.
Instead of a single section "contact", we now have three sections:
1. Information on depositor
2. Reporting person
3. Information on declarer
Before-after 3 Section for contact.png

Before: As soon as the section is well filled, the section become green
Now: As soon as the section is well filled, we can see the green light at the left
FATCA2.png

Before: In the section Reporting Group we were able to modify the field “Sponsor” and “Intermediary” without being a sponsor or intermediary
Now: If you are not “Sponsor” or “Intermediary” the field will be in grey, you can not modify anything in this field.
FATCA3.png


New Things:
There is a message that tells you the number of errors remaining
There is a message informing you that your form does not register automatically
New things 1.png

CRS


Before migration, the form's menus were displayed horizontally with tab on the top.
Now the menus will be displayed vertically.
CRS1.png


We had 3 sections before but now we have 5.
Instead of a single section "contact", we now have three sections:
1. Information on depositor
2. Reporting person
3. Information on declarer
CRS2 2.png

Before: As soon as the section is well filled, the section become green
Now: As soon as the section is well filled, we can see the green light at the left
CRS3.png

New Things:
There is a message that tells you the number of errors remaining
There is a message informing you that your form does not register automatically
New thing CRS.png

U11


Before migration, the form's menus were displayed horizontally with tab on the top.
Now the menus will be displayed vertically, the form works like "accordion", with sections that open when you click on the header..
U11 before-after.png

Before migration, we had 2 sections General Information and Financial information now the first section has been split:
1. General information on the report and the sender
2. General information on the report and the compartment
3. General information on the compartment
U11 2.png

New Things:
There is a message that tells you the number of errors remaining
There is a message informing you that your form does not register automatically
New Things U11.png