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




Line 25: Line 7:




==HomePage==


===HomePage===
'''Before / After'''


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




==Rejected notifications==


===Rejected notifications===


'''Before'''
[[File:Rejected Notification_After.PNG|800 px]]
 
[[File:Rejected Notification_Before.PNG|800 px]]




==Main Page – Notification Search - Filters==


'''After'''
[[File:Rejected Notification_After.PNG|800 px]]
===Main Page – Notification Search - Filters===
'''Before / After'''


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




===Fund Selection===


'''Before'''


[[File:Fund Selection=Before.PNG|800 px]]
=Notification Process=




==Fund Selection==


'''After'''


[[File:Fund Selection=After.PNG|800 px]]
[[File:Fund Selection=After.PNG|800 px]]
Line 73: Line 37:




====Filters====
===Filters===
 
'''Before'''


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


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


===Marketing of Shares===


'''Before'''


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


'''After'''


[[File:Marketing of share=After.PNG|800 px]]
[[File:Marketing of share=After.PNG|800 px]]
Line 99: Line 51:




====Filters====
===Filters===


'''Before'''


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




===Select Cells===


'''After'''


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






====Select Cells====
===Manage Country===


'''Before'''


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






'''After'''
==Document Management==


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


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




====Manage Country====


'''Before'''
===Manage all documents===


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




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


'''After'''


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


===Import===




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




'''Before'''


[[File:Document Management = Before.PNG|800 px]]
===Set Bulk Parameters===


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




'''After'''


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






====Manage all documents====
[[File:Fundsquare Library=Before-After.png|800 px]]
 
'''Before / After'''


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




===User Library===


====Import====


'''Before'''


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






'''After'''
==Notification Letters and transmission==


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


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




====Set Bulk Parameters====


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




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


====Fundsquare Library====


'''Before / After'''


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




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


====User Library====


'''Before / After'''


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




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


===Notification Letters and transmission===


'''Before'''


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




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


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


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




==Fund selection==


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


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


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


===Documents Settings and Transmission===


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


'''After'''


[[File:Notification letters - Errors = After.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]]


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


'''Before'''


[[File:Notification letters - View Content = Before.PNG|800 px]]
===File Selection and De-registration===


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]]


'''After'''
===Confirm or Cancel===


[[File:Notification letters - View Content = After.PNG|800 px]]
The user can confirm or cancel the de-registration


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


===Confirmation pop-up===


====Complete the Letter====


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


[[File:Notification letters - Complete the Letter = Before.PNG|800 px]]
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]]




===Feedback===


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


[[File:Notification letters - Complete the Letter = After.PNG|800 px]]
1. NOTFBR <br>
2. NOTFDB <br>
3. NOTFBH <br>

Latest revision as of 14:46, 12 January 2022

Home page Return homepage

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”.
Note : Please note the CSSF expects to receive a zip containing only denotifcation letter. No sub-folder is accepted.

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


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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