Release Notes - 201726 - Investor Dual Authorisation

Release Notes - 201726 - Investor Dual Authorisation


Release

201726 – Investor Dual Authorisation


Release Date

Mar 2018


1.     Summary


Story 255396
Whenever a SmartFund Mandate, Auto Repayment Frequency or Reinvestment Option is changed in CM by Investor Services (not through the portal by the investor themselves) the change should be dual authorised in the same fashion that activating bank accounts is dual authorised.

2.     Take Note Of

Modifications will be required to:


Members Portal


No



Website


No



Middle Layer


No



ClearMatch Loan Administration


Yes


Prompt Changes:
Authorisation Code

(formerly Access Code)


Password Text Box


The user will need to supply their access code to complete the operation.
  • Mandatory
  • Maximum 10 characters
  • Alphanumeric characters
  • Must be the correct access code for the user

Supervisor Username




 


Password Text Box

(formerly Text Box)
  • Mandatory
  • Must be a username for a user that has a security clearance level equal to or higher than the clearance level of the user performing the reversal.
  • Maximum 50 characters
  • Alphanumeric characters

 

Supervisor Authorisation Code


(formerly Supervisor Access Code)


Password Text Box


  • Mandatory
  • Maximum 10 characters
  • Alphanumeric characters
  • Must be the correct access code for the supervisor

 


3.     Release Details



















 






ClearMatch – Investment Categories – Add and Edit Smartfund Mandate Options




 



Dual authorisation will be added when creating and editing Smartfund mandate options against an investment category.







ClearMatch – Investment Categories – Add and Edit Smartfund Product Mandate




 



Dual authorisation will be added when creating and editing SmartFund product mandate details against an investment category.







ClearMatch – Investment Categories – Clone Smartfund Product Mandate Details




 



Dual authorisation will be added when cloning SmartFund product mandate details against an investment category.







ClearMatch – Investment Categories – Apply Smartfund Product Mandate Details To Investors




 



Dual authorisation will be added when applying Smartfund product mandate details to all investors against an investment category.
 







ClearMatch – Investment Categories – Add and Edit automated repayment frequency




 



Dual authorisation will be added when adding and editing automated repayment frequencies against an investment category.







ClearMatch – Investment Categories – Add and Edit reinvestment option




 



Dual authorisation will be added when adding and editing reinvestment options against an investment category.






ClearMatch – Investor – Add automated repayment frequency




 



Dual authorisation will be added when adding automated repayment frequencies against an investor.







ClearMatch – Investor – Add reinvestment option




 



Dual authorisation will be added when adding reinvestment options against an investor.






ClearMatch – Investor – Add Smartfund product mandate




 



Dual authorisation will be added when adding Smartfund product mandate details against an investor.







ClearMatch – Investor – Add Smartfund asset class mandate




 



Dual authorisation will be added when adding Smartfund asset class mandate details against an investor.







ClearMatch – Investor – Clone Smartfund product mandate details




 



Dual authorisation will be added when cloning Smartfund product mandate details against an investor.


4.   Data Warehouse – N/A



5.     Portal Content (Content Blocks, Validation Messages, Help Messages) - N/A



6.     Security Settings Added – N/A



7.     Documents To Reference


Title



Dual Authorisation Task Breakdown.doc