One-off improvements
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Improvements
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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.
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.
Development of a process to filter registrations with errors that could impact Market Reports volume rankings.
To improve the module’s usability, new fields were added to the export functionality for Microsoft Excel of the Trade Blotter module, making it easier to identify data on executed trades. This data appeared in the interface, but was not properly exported on Excel.
To improve customer service, the 'Data Analytics' channel will be renamed 'Analytics BDR' on UP2DATA, where the 'Data_Analytics_BDRBalanceStockFile' file is stored.
Inclusion of DI1 and DAP structured transaction data in the 'Interest_Rate_StructuredOperationInstrumentFile' file on the UP2DATA 'Interest Rate' channel, which were not previously included in this file.
The 'Fund CNPJ' column will be added to the 'Instrument Registration' subchannel file on the UP2DATA 'Equity' channel.
Analysis of the dashboards platform to implement improvements for users.
This delivery allows Participants to request Transfer or Assignment per File.
We have added the possibility of parameterizing the Automatic Release of Distribution for the Derivatives segment in the Unified Order module, which is available on SINACOR WEB. The improvement allows clients to quickly and safely release the distribution of derivatives.
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.
A parameter was added to integrate entries related to the options market in SINACOR's Pre-Match. The new feature brings an improvement in usability and functionalities allowed in the Pre-Match.