Difference between revisions of "Document Library Migration"

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<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 =


 
= Presentation of interface =
*Migration to a new technology
 
*Improved user-friendliness and ergonomics
 
*Contemporary design and user interface
 
*Homogenous cross-module design
 
 
 
 
 
= Presentation of the new interface =




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'''Before'''
[[File:MainPage Before 1.png|800 px]]
'''After'''


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


[[File:Filters After 1.png|800 px]]
[[File:Filters After 1.png|800 px]]
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===Accessing the library===
===Accessing the library===


'''Before'''


[[File:Accessing the library Before 1.png|800 px]]


'''After'''


[[File:Accessing the library After 1.png|800 px]]
[[File:Accessing the library After 1.png|800 px]]
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==Entity Library==
==Entity Library==


'''Before'''


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


'''After'''


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


'''Before'''


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


[[File:Library filter After 2.png|800 px]]
[[File:Library filter After 2.png|800 px]]
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'''Before After'''


[[File:Library Filters Before After 1.png|800 px]]
[[File:Library Filters Before After 1.png|800 px]]
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==Document details and history==
==Document details and history==
'''Before'''
[[File:Document details and history Before.PNG|800 px]]




'''After'''


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


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


'''Before'''


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


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


[[File:Import Before-After.PNG|800 px]]
[[File:Import Before-After.PNG|800 px]]
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==Suggestions==
==Suggestions==
'''Before'''
[[File:Suggestion Before.PNG|800 px]]




'''After'''


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


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




'''After'''


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


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


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




'''After'''


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


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


'''Before'''


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


'''After'''


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


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


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

Revision as of 11:31, 6 May 2021

Home page Return homepage


Presentation of interface

Main Page

MainPage After 1.png



Filters

Filters After 1.png



Accessing the library

Accessing the library After 1.png



Migration summary for the main page

Main Page Before after 1.png

Entity Library

Entity Library After 1.png



Fund Library

Fund Library After 1.png

Fund Library Before-After 1.png

Library Filters

Library filter After 2.png



Library Filters Before After 1.png



Document details and history

Document details and history After.PNG



Document details and history Before-After.PNG



Import

Import After.PNG 


 NEW:: Set Bulk Parameters

Import Set bulk parameters New.PNG



Import Before-After.PNG



Action Selection

Action Selection Before-After.PNG



Change Document Indexation

Change Document Indexation Before-After.PNG



Suggestions

Suggestion After.PNG



Suggestion Before-After.PNG



Transmission

Transmission After.PNG



Transmission Before-After.PNG



Consolidated view display

Consolidated view display After.PNG



Consolidated view display Before-After.PNG



Consolidated view transmission

Consolidated view transmission After.PNG



Consolidated view transmission Before-After.PNG

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)

Dashboard KIID.PNG

SSRS Exports

New

SSRS Exports New.PNG



SSRS Exports Before-After.PNG



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
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