Document Library Migration
Why this migration
- 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
After
Filters
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After
Accessing the library
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After
Migration summary for the main page
Entity Library
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After
Fund Library
Library Filters
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After
Before After
Document details and history
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After
Before-After
Import
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After
NEW:: Set Bulk Parameters
Before-After
Action Selection
Change Document Indexation
Suggestions
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After
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Transmission
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After
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Consolidated view display
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After
Before-After
Consolidated view transmission
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After
Before-After
Conditions to make a KIID available in the consolidated view:
CSSF Filing (LU Funds)
- Check the registration status: Filing packages will only be triggered with an A, E or R (resp. Ri) status;
- Check that the KIID has been correctly uploaded into the document library and that is has not yet been filed;
- Check that the shareclass is either inactive or active in the Fundsquare database (closed or shareclasses without a constitution date will not trigger a filing);
- Check that the shareclass is mapped to a CSSF code;
- Check that the shareclass is not closed in the CSSF database;
- Check that the KIID language is matching the language in the filing country language setting;
Lu Funds Host filings and Non LU funds filings:
- Check the registration status: Filing packages will only be triggered with an A, E or R (resp. Ri) status;
- Check that the KIID has been correctly uploaded into the document library and that is has not yet been filed;
- Check that the shareclass is either inactive or active in the Fundsquare database (closed or shareclasses without a constitution date will not trigger a filing);
- For LU funds: Check that the shareclass is mapped to a CSSF code;
- For LU funds: Check that the shareclass is not closed in the CSSF database;
- Check that the KIID language is matching the language in the filing country language setting;
All these checks can be carried out in dashboard 3.24 Detailed view on KIIDs (and 3_23 Detailled view on KIIDs at the CSSF)
SSRS Exports
New
Before-After
Main changes
- Name change: “Document Management” to “Document Library”
- The module is available in English only
- 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
- Disparition of the “Selected” status for transmissions, transmissoin are now direct
- The tab « Documents with indexation error » tab does not exist anymore