Difference between revisions of "UCITS Cross-Border Notifications Migration"

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'''Before'''
'''Before / After'''
 
[[File:HomePage-Action buttons_Before.png|800 px]]
 
 
 
'''After'''
 
[[File:HomePage-Action buttons_After.png|800 px]]


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




Line 62: Line 55:
'''After'''
'''After'''


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


===Main Page – Notification Search - Filters===


'''Before / After'''


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


===Migration summary for the main page===


[[File:Main Page Before after 1.png|800 px]]


==Entity Library==


'''Before'''
==Notification Process ==


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




===Fund Selection===


'''After'''
'''Before'''


[[File:Entity Library After 1.png|800 px]]
[[File:Fund Selection=Before.PNG|800 px]]






'''After'''


==Fund Library==
[[File:Fund Selection=After.PNG|800 px]]


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


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


==Library Filters==
====Filters====


'''Before'''
'''Before'''


[[File:Library Filters Before 1.png|800 px]]
[[File:Fund selection-Filter=Before.PNG|800 px]]




Line 102: Line 94:
'''After'''
'''After'''


[[File:Library filter After 2.png|800 px]]
[[File:Fund selection-Filter=After.PNG|800 px]]
 
 
 
'''Before After'''
 
[[File:Library Filters Before After 1.png|800 px]]


 
===Marketing of Shares===
 
 
==Document details and history==


'''Before'''
'''Before'''


[[File:Document details and history Before.PNG|800 px]]
[[File:Marketing of share=Before.PNG|800 px]]




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'''After'''
'''After'''


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






==Import==
====Filters====


'''Before'''
'''Before'''


[[File:Import Before.PNG|800 px]]
[[File:Marketing of share - Filters =Before.PNG|800 px]]




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'''After'''
'''After'''


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






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


[[File:Import Set bulk parameters New.PNG|800 px]]
'''Before'''


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






'''Before-After'''
'''After'''


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






====Manage Country====


==Action Selection==
'''Before'''


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


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




'''After'''


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


==Change Document Indexation==




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


==Suggestions==


'''Before'''
'''Before'''


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




Line 188: Line 163:
'''After'''
'''After'''


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






'''Before-After'''
====Manage all documents====


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


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






==Transmission==
====Import====


'''Before'''
'''Before'''


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




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'''After'''
'''After'''


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






====Set Bulk Parameters====


==Consolidated view display==
[[File:Set Bulk Parameters.PNG|800 px]]
 
'''Before'''


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




====Fundsquare Library====


'''After'''
'''Before / After'''


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






'''Before-After'''
====User Library====


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


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






==Consolidated view transmission==
===Notification Letters and transmission===


'''Before'''
'''Before'''


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




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'''After'''
'''After'''


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






'''Before-After'''
====Errors====


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


[[File:Notification letters - Errors = Before.PNG|800 px]]






==SSRS Exports==
'''After'''


'''New'''
[[File:Notification letters - Errors = After.PNG|800 px]]


[[File:SSRS Exports New.PNG|800 px]]




====View Content====


'''Before-After'''
'''Before'''


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






'''After'''


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


= Main changes =




*Name change: “Document Management” to “Document Library”
====Complete the Letter====


*The module is available in English only
'''Before'''


*Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library
[[File:Notification letters - Complete the Letter = Before.PNG|800 px]]


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

Revision as of 08:35, 7 October 2020

Home page Return homepage

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

Main Page My Last 50 Notification Before.PNG


After

Main Page My Last 50 Notification After.PNG



HomePage

Before / After

HomePage-Action buttons Before-After.PNG


Rejected notifications

Before

Rejected Notification Before.PNG


After

Rejected Notification After.PNG

Main Page – Notification Search - Filters

Before / After

Notification Search-Filters Before-After.PNG



Notification Process

Fund Selection

Before

Fund Selection=Before.PNG


After

Fund Selection=After.PNG


Filters

Before

Fund selection-Filter=Before.PNG


After

Fund selection-Filter=After.PNG

Marketing of Shares

Before

Marketing of share=Before.PNG


After

Marketing of share=After.PNG


Filters

Before

Marketing of share - Filters =Before.PNG


After

Marketing of share - Filters =After.PNG


Select Cells

Before

Marketing of share - Select Cells=Before.PNG


After

Marketing of share - Select Cells=After.PNG


Manage Country

Before

Marketing of share - Manage Country = Before.PNG


After

Marketing of share - Manage Country = After.PNG


Document Management

Before

Document Management = Before.PNG


After

Document Management = After.PNG


Manage all documents

Before / After

Manage all document = Before-After.png


Import

Before

Import=Before.PNG


After

Import=After.PNG


Set Bulk Parameters

Set Bulk Parameters.PNG


Fundsquare Library

Before / After

Fundsquare Library=Before-After.png


User Library

Before / After

User Library = Before-After.png


Notification Letters and transmission

Before

Notification letters = Before.PNG


After

Notification letters = After.PNG


Errors

Before

Notification letters - Errors = Before.PNG


After

Notification letters - Errors = After.PNG


View Content

Before

Notification letters - View Content = Before.PNG


After

Notification letters - View Content = After.PNG


Complete the Letter

Before

Notification letters - Complete the Letter = Before.PNG


After

Notification letters - Complete the Letter = After.PNG

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