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Improvements
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For Datawise Reports clients who need to download files on the website screen and use the content for analysis, a reference to the glossary material will be provided containing information on the layout of the files available in Datawise Reports. The delivery will make it easier for clients to understand the content of the files, and thus meet a demand often found in customer satisfaction surveys.
Currently, some clients use data from the UP2DATA Legacy/Old channel files, but they are changing their systems/reading to files with the UP2DATA format. The data contained in the Legacy/Old channel is stored in several different files, making it difficult to find the necessary similar fields. Therefore, the main benefit of this activity is the "map" from the Legacy file to the UP2DATA file, which will make it easier to find the fields in the files.
Development of a process to filter registrations with errors that could impact Market Reports volume rankings.
Improvement to GRC buyback execution. Creation of a message flow for executions by rule exception.
Analysis of the dashboards platform to implement improvements for users.
Analysis of the dashboard platform to implement improvements to users.
To reduce transportation and acquisition costs with the current packaging, given that there are few suppliers on the market and rigid coffee packaging is difficult to transport, B3 will now accept milky plastic bags for certifying coffee lot samples, thereby providing greater savings without compromising the robustness and quality of the process.
This delivery allows Participants to request Transfer or Assignment per File.
To request the execution of restricted buybacks by the Clearinghouse, the participant informs the operator code for closing the trade. The delivery aims to automate the process, including sending this information also through the bvmf.043 execution request message.
For treasuries, non-resident investors and foundations in the Transactional iMercado (IMBARQ), new categories will be released for consumption of data from the counter, which are available in Imbarq's record 36.
The improvement will allow the opening of the BDR book for the issuance of new papers on corporate event dates.
An entry visualization option was added to provide an increase in the traceability of the entries carried out.
An API was created to make registration changes to accounts in the Tesouro Direto Activity. This new technology will enable querying information with greater security and resilience.
We will provide the FLOOR (Minimum amount to be charged) and CAP (Maximum amount to be charged) assignment model for securities lending brokerage tiers. This delivery allows clients to have greater agility and efficiency and mitigate errors when collecting brokerage fees.
We created the broker entry option for clients of give-ups received. In this option, the system will carry out the reverse entry to integrate the financial module, thus offering greater agility and efficiency.
We have included a rule in the catalog (bvmf.196 message) informing that the target group has to be filled in cases where the delivered underlying asset is different from the original.
The LFC (Physical Settlement and Commodity Certification System) screen, where sellers’ invoice data is filled in, will have its layout improved. The new screen will be more intuitive and will have new filter options. The change is aimed at facilitating input of data thus bringing greater agility to the process.
A functionality will be made available to the Underwriter who will offer an option to confirm the financial events in a batch by means of the upload of a CSV file. This feature will supplement the current process of confirmation of financial events that makes the Underwriter validate, on a unit basis, the financial amounts of the events that will be paid.
This improvement will bring a better and simpler understanding to clients about the packages offered by UP2DATA ON DEMAND. From now on, the descriptions will consist of the explanation of the file type and also of the asset type.