UCITS Cross-Border Notifications Migration: Difference between revisions

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Obsolete page
<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>


= Why this migration =
=Main Page=
 
 
*Migration to a new technology
 
*Improved user-friendliness and ergonomics
 
*Contemporary design and user interface
 
*Homogenous cross-module design
 
 
 
 
= Presentation of the new interface =
 
 
 
==Main Page==
 
 
'''Before'''


[[File:Main Page My Last 50 Notification Before.PNG|800 px]]
'''After'''


[[File:Main Page My Last 50 Notification After.PNG|800 px]]
[[File:Main Page My Last 50 Notification After.PNG|800 px]]




==HomePage==




===HomePage===
[[File:HomePage-Action buttons Before-After.PNG|800 px]]
 
 
 
'''Before'''
 
[[File:HomePage-Action buttons_Before.png|800 px]]
 
 
 
'''After'''
 
[[File:HomePage-Action buttons_After.png|800 px]]
 
 
 
 
===Rejected notifications===
 
'''Before'''
 
[[File:Rejected Notification_Before.PNG|800 px]]
 
 
 
'''After'''
 
[[Rejected Notification_After.PNG|800 px]]
 
 
 
 
===Migration summary for the main page===
 
[[File:Main Page Before after 1.png|800 px]]
 
==Entity Library==
 
'''Before'''
 
[[File:Entity Library Before 1.png|800 px]]
 
 
 
'''After'''
 
[[File:Entity Library After 1.png|800 px]]
 
 
 
 
==Fund Library==
 
[[File:Fund Library After 1.png|800 px]]
 
[[File:Fund Library Before-After 1.png|800 px]]
 
==Library Filters==
 
'''Before'''
 
[[File:Library Filters Before 1.png|800 px]]
 
 
 
'''After'''
 
[[File:Library filter After 2.png|800 px]]
 




'''Before After'''
==Rejected notifications==


[[File:Library Filters Before After 1.png|800 px]]


[[File:Rejected Notification_After.PNG|800 px]]




==Main Page – Notification Search - Filters==


==Document details and history==


'''Before'''
[[File:Notification Search-Filters Before-After.PNG|800 px]]


[[File:Document details and history Before.PNG|800 px]]






'''After'''
=Notification Process=


[[File:Document details and history After.PNG|800 px]]


==Fund Selection==




'''Before-After'''
[[File:Fund Selection=After.PNG|800 px]]


[[File:Document details and history Before-After.PNG|800 px]]




===Filters===




==Import==
[[File:Fund selection-Filter=After.PNG|800 px]]


'''Before'''


[[File:Import Before.PNG|800 px]]


==Marketing of Shares==




'''After'''
[[File:Marketing of share=After.PNG|800 px]]


[[File:Import After.PNG|800 px]]




===Filters===


<span style="background:red"> '''NEW:''': Set Bulk Parameters


[[File:Import Set bulk parameters New.PNG|800 px]]
[[File:Marketing of share - Filters =After.PNG|800 px]]




===Select Cells===




'''Before-After'''
[[File:Marketing of share - Select Cells=After.PNG|800 px]]


[[File:Import Before-After.PNG|800 px]]




===Manage Country===




==Action Selection==
[[File:Marketing of share - Manage Country = After.PNG|800 px]]




[[File:Action Selection Before-After.PNG|800 px]]


==Document Management==




[[File:Document Management = After.PNG|800 px]]


==Change Document Indexation==




[[File:Change Document Indexation Before-After.PNG|800 px]]
===Manage all documents===






[[File:Manage all document = Before-After.png|800 px]]


==Suggestions==


'''Before'''


[[File:Suggestion Before.PNG|800 px]]
===Import===




[[File:Import=After.PNG|800 px]]


'''After'''


[[File:Suggestion After.PNG|800 px]]


===Set Bulk Parameters===


[[File:Set Bulk Parameters.PNG|800 px]]


'''Before-After'''


[[File:Suggestion Before-After.PNG|800 px]]


===Fundsquare Library===






==Transmission==
[[File:Fundsquare Library=Before-After.png|800 px]]


'''Before'''


[[File:Transmission Before.PNG|800 px]]


===User Library===




'''After'''


[[File:Transmission After.PNG|800 px]]
[[File:User Library = Before-After.png|800 px]]






'''Before-After'''
==Notification Letters and transmission==


[[File:Transmission Before-After.PNG|800 px]]


[[File:Notification letters = After.PNG|800 px]]






==Consolidated view display==
===Errors===


'''Before'''


[[File:Consolidated view display Before.PNG|800 px]]
[[File:Notification letters - Errors = After.PNG|800 px]]






'''After'''
===View Content===


[[File:Consolidated view display After.PNG|800 px]]


[[File:Notification letters - View Content = After.PNG|800 px]]




'''Before-After'''


[[File:Consolidated view display Before-After.PNG|800 px]]
===Complete the Letter===




[[File:Notification letters - Complete the Letter = After.PNG|800 px]]




==Consolidated view transmission==


'''Before'''
=De-registration=


[[File:Consolidated view transmission Before.PNG|800 px]]


The user can start a de-registration by clicking on “De-registration” button.


[[File:2.3 – De-registration.png|800 px]]


'''After'''


[[File:Consolidated view transmission After.PNG|800 px]]


==Fund selection==


Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”


'''Before-After'''
[[File:2.3.1 – Fund selection.jpg|800 px]]


[[File:Consolidated view transmission Before-After.PNG|800 px]]


===Documents Settings and Transmission===


[[File:2.3.2 – Documents Settings and Transmission.jpg|800 px]]




==SSRS Exports==
===Select a Country===


'''New'''
The user must select the wanted country


[[File:SSRS Exports New.PNG|800 px]]
[[File:2.3.2.1 – Select a Country (1).jpg|800 px]]


[[File:2.3.2.1 – Select a Country (2).jpg|800 px]]




'''Before-After'''
===File Selection and De-registration===


[[File:SSRS Exports Before-After.PNG|800 px]]
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.<br>
'''<u>Note</u>''' : Please note the CSSF expects to receive a zip containing only denotifcation letter. No sub-folder is accepted.<br>


[[File:2.3.2.2 – File Selection and De-registration.jpg|800 px]]


===Confirm or Cancel===


The user can confirm or cancel the de-registration


[[File:2.3.2.3 – Confirm or Cancel.jpg|600 px]]


= Main changes =
===Confirmation pop-up===




*Name change: “Document Management” to “Document Library”
By clicking on “Transmission follow up module” the user is redirect to this module.


*The module is available in English only
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]]


*Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library


*New Bulk indexing parameters setting feature
===Feedback===


*Disparition of the “Selected” status for transmissions, transmissoin are now direct
Any feedback from the CSSF will be found in the Transmission follow-up.
These are in 3 files:


*The tab « Documents with indexation error » tab does not exist anymore
1. NOTFBR <br>
2. NOTFDB <br>
3. NOTFBH <br>

Latest revision as of 14:45, 26 September 2024

Obsolete page

Home page Return homepage

Main Page


HomePage


Rejected notifications


Main Page – Notification Search - Filters



Notification Process

Fund Selection


Filters


Marketing of Shares


Filters


Select Cells


Manage Country


Document Management


Manage all documents


Import


Set Bulk Parameters


Fundsquare Library


User Library


Notification Letters and transmission


Errors


View Content


Complete the Letter


De-registration

The user can start a de-registration by clicking on “De-registration” button.


Fund selection

Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”


Documents Settings and Transmission


Select a Country

The user must select the wanted country


File Selection and De-registration

The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.
Note : Please note the CSSF expects to receive a zip containing only denotifcation letter. No sub-folder is accepted.

Confirm or Cancel

The user can confirm or cancel the de-registration

Confirmation pop-up

By clicking on “Transmission follow up module” the user is redirect to this module.


Feedback

Any feedback from the CSSF will be found in the Transmission follow-up. These are in 3 files:

1. NOTFBR
2. NOTFDB
3. NOTFBH

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