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

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*Homogenous cross-module design
*Homogenous cross-module design




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==Main Page==
==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]]
Line 39: Line 30:




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


'''Before'''
===Rejected notifications===
 
[[File:HomePage-Action buttons_Before.png|800 px]]
 
 
 
'''After'''
 
[[File:HomePage-Action buttons_After.png|800 px]]
 
 
 
 
===Accessing the library===
 
'''Before'''
 
[[File:Accessing the library Before 1.png|800 px]]
 
 
 
'''After'''
 
[[File:Accessing the library After 1.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'''
 
[[File:Library Filters Before After 1.png|800 px]]
 
 
 
 
==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:Rejected Notification_After.PNG|800 px]]


'''Before-After'''
===Main Page – Notification Search - Filters===


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


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


==Notification Process ==




==Import==


'''Before'''
===Fund Selection===


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


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




'''After'''


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




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


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


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


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






'''Before-After'''
====Filters====


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


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




====Select Cells====


==Action Selection==


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


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




====Manage Country====




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


===Document Management===


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


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






==Suggestions==
====Manage all documents====


'''Before'''


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


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




'''After'''


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




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


'''Before-After'''


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


====Set Bulk Parameters====


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




==Transmission==


'''Before'''
====Fundsquare Library====


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




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


'''After'''


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


====User Library====




'''Before-After'''


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


===Notification Letters and transmission===




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


==Consolidated view display==


'''Before'''


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




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


'''After'''


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


====View Content====




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


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




====Complete the Letter====




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


'''Before'''


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


==De-registration==




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


[[File:Consolidated view transmission After.PNG|800 px]]
[[File:2.3 – De-registration.png|800 px]]






'''Before-After'''
===Fund selection===


[[File:Consolidated view transmission Before-After.PNG|800 px]]
Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”


[[File:2.3.1 – Fund selection.jpg|800 px]]




===Documents Settings and Transmission===


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


'''New'''


[[File:SSRS Exports New.PNG|800 px]]
====Select a Country====


The user must select the wanted country


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


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


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


====File Selection and De-registration====


The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.


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




= Main changes =


====Confirm or Cancel====


*Name change: “Document Management” to “Document Library”
The user can confirm or cancel the de-registration


*The module is available in English only
[[File:2.3.2.3 – Confirm or Cancel.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
====Confirmation pop-up====


*New Bulk indexing parameters setting feature


*Disparition of the “Selected” status for transmissions, transmissoin are now direct
By clicking on “Transmission follow up module” the user is redirect to this module.


*The tab « Documents with indexation error » tab does not exist anymore
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]]

Revision as of 14:44, 29 July 2021

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

Main Page My Last 50 Notification After.PNG



HomePage

HomePage-Action buttons Before-After.PNG

Rejected notifications

Rejected Notification After.PNG

Main Page – Notification Search - Filters

Notification Search-Filters Before-After.PNG

Notification Process

Fund Selection

Fund Selection=After.PNG


Filters

Fund selection-Filter=After.PNG

Marketing of Shares

Marketing of share=After.PNG


Filters

Marketing of share - Filters =After.PNG


Select Cells

Marketing of share - Select Cells=After.PNG


Manage Country

Marketing of share - Manage Country = After.PNG

Document Management

Document Management = After.PNG


Manage all documents

Manage all document = Before-After.png


Import

Import=After.PNG


Set Bulk Parameters

Set Bulk Parameters.PNG


Fundsquare Library

Fundsquare Library=Before-After.png


User Library

User Library = Before-After.png

Notification Letters and transmission

Notification letters = After.PNG


Errors

Notification letters - Errors = After.PNG


View Content

Notification letters - View Content = After.PNG


Complete the Letter

Notification letters - Complete the Letter = After.PNG


De-registration

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

2.3 – De-registration.png


Fund selection

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

2.3.1 – Fund selection.jpg


Documents Settings and Transmission

2.3.2 – Documents Settings and Transmission.jpg


Select a Country

The user must select the wanted country

2.3.2.1 – Select a Country (1).jpg

2.3.2.1 – Select a Country (2).jpg


File Selection and De-registration

The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.

2.3.2.2 – File Selection and De-registration.jpg


Confirm or Cancel

The user can confirm or cancel the de-registration

2.3.2.3 – Confirm or Cancel.jpg

Confirmation pop-up

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

2.3.2.4 – Confirmation pop-up.jpg

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