Data Broker Release Notes Timeline for Elements
Sep 16, 2024
Here you will find a list of the Data Broker Release Notes for Elements. Please click on the links below to learn more about each release.
August 2024.6
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All Integrations
- Configuration Screen updates include the Metadata Refresh button on the Entity Configuration page and the removal of Schwab User from the Credentials page.
- Resolved an issue where Data Broker logs did not allow users to scroll through all steps of a job.
- Resolved an issue where Data Broker jobs were complete with errors, but logs did not show errors.
- Resolved an issue where financial accounts and holdings were receiving a duplication error.
Black Diamond
- Upgrade to Version 5 of Black Diamond API for data coming into CRM.
- Modernized OAuth process for Black Diamond access.
- Resolved an issue receiving an error when uploading to Black Diamond.
- Contact Sync remains in the beta testing phase.
Innovest
- Contact Sync remains in the beta testing phase.
MoneyGuidePro
- Preseeding an External ID is no longer required if a PMS/PAS does not include Households.
Modestspark
- Integration now allows functions and connectors in the Client ID.
May 2024.5
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All Integrations
- Streamlined user interface.
- Resolved issue where daily jobs without proper mappings failed.
Innotrust
Real-Time Control now formatted as Currency instead of integers.
Schwab
- Resolved and issue where Positions, Asset Classes, and Securities were not updating.
- Resolved an issue with new enrollments receiving an error message.
MoneyGuidePro
- Resolved an issue where data did not pull into MoneyGuidePro app.
March 2024.4
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Elements
- Resolved an issue where the Asset Class Name was not showing on Holdings
Black Diamond
Enhancement
- Relationship Upload is now more dynamic and is better able to consume changes to the API
Fixes
- Resolved an issue where the Import Households/Relationship Radio button selection was not retained
- Resolved an issue where Data Broker produced an error if the Address fields were not mapped on the Household/Relationship entity
Innotrust
- Resolved an issue where a single Contact Upload failed but no error message displayed
Schwab
Enhancements
- We have updated the Schwab Enrollment Status Inquiry services to REST API
Fixes
- Resolved an issue where the IgnoreNewAccounts flag was sent, but not applied
- Resolved an intermittent Undefined Error on Schwab Transactions Load
February 2024.3
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All Integrations
- Resolved an issue where an asset class or segment duplicated or failed to load during the daily bulk data job
- Resolved an issue where the Security Name (text) field was not available in the Skyline/Broker Configuration to be mapped
- Resolved an issue where a duplicate account would cause an error that stopped the daily bulk data job
Black Diamond
- Added country as part of the Relationship Address when selecting the Upload to Black Diamond button
- Resolved an issue where the address was not being sent to Black Diamond when using the Upload to Black Diamond button on the Relationship
LaserApp
- Resolved an issue where the Send to LaserApp button errored out if the household external ID was not mapped
- Resolved an issue where the Send to LaserApp button was not showing on Contact records
Modestspark
- Resolved an issue where the custom URL field became required
MoneyGuidePro
- Resolved an issue where data was not pulling into MoneyGuidePro
Schwab
- Resolved an issue where holdings jobs were either causing errors or failing
- Resolved an issue where the restriction code, address, and restriction type were not loading.
Tamarac
- Asset Allocation for financial account records is now available to be calculated
January 2024.2
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This release prioritizes bolstering overall stability and resolving issues reported by our users.
Addepar
- Resolved an issue where available fields to map were incomplete
- Resolved an issue where Household records created duplicates without an external ID
- Resolved an issue where Calculated fields for TWR and IRR were not showing data
Advent
- Resolved an issue with Advent Integration Field Mappings (Dynamic Mappings)
Black Diamond
- Resolved an issue where the Post to Timeline button was not appearing on Task, Email, and Event records
- Resolved an issue where Asset Class was not updating on Holdings
- Resolved an issue where the Relationship Upload button failed for existing Relationships in Black Diamond
Laser App
- Resolved an error presented when a dataload mapping does not exist for Households
Modestspark
- Data Broker now supports custom URLs for Single Sign On
- Resolved an issue where the Modestspark login button was giving an error and not redirecting
January 2024.1
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Features
Black Diamond (Beta)
- Beta testing phase for Bulk Update feature in Black Diamond
Innotrust (Beta)
- Beta testing phase for Bulk Update feature in Innotrust
Fixes
Advent and Tamarac
- Resolved a challenge affecting Advent and Tamarac clients, specifically in the Household rollup functionality
December 2023
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Features:
- Black Diamond
- We continue to build foundational updates for Bulk Update of Contacts from Elements into Black Diamond. This is the second of three installments
- Innotrust
- We continue to build foundational updates for Bulk Update of Contacts from Elements to Innotrust. This is the second of three installments
Fixes:
Black Diamond
- Resolved an issue where the Relationship was blank in Black Diamond when using the Black Diamond Post to Timeline button
November 2023
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Features:
- Black Diamond
- The first foundational updates for Bulk Update of Contacts from Elements into Black Diamond will be built into Data Broker. We will release updates in installments and all three installments will be necessary for the bulk update to function
- Update to the format of the Salentica Data Broker ID
- Innotrust
- The first foundational updates for Bulk Update of Contacts from Elements into Innotrust will be built into Data Broker. We will release updates in installments and all three installments will be necessary for the bulk update to function
-
MoneyGuidePro Salesforce Integration
- A Consolidated Button is now available to integrate with MoneyGuidePro
Fixes:
Multiple Integrations
- Resolved an issue with scheduled jobs not running for Orion and Tamarac
- Resolved an issue with records without an external ID being duplicated
Black Diamond
- Black Diamond bulk data loads will no longer run on holidays (US Market-based holidays)
Schwab (Beta)
- Resolved an issue with multiple bulk data integrations on a single record
Click here for full release notes.
Features:
- Black Diamond
- Option to use Relationship Name or Display Name
- Schwab Move Money button available as Consolidated Button
- Infrastructure Improvements
Fixes:
- Various fixes & optimizations
May 2023
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- Schwab and Black Diamond Multiple Persistent Data Feeds (in Beta Release)
- Updated Black Diamond Relationship Button
- Addepar Billing Data Updates
- Orion Landing Page Update
- How to Check Your Data Broker Version
January 2023
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- New Consolidated Buttons in General Release
- Addepar Login link
- Black Diamond
- Login Link
- Post to Timeline
- Upload Household
- Laser App Login
- ModestSpark Login
- MoneyGuidePro Login
- Orion Login
- Schwab Move Money
- Envestnet Tamarac Login
Fall 2022
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- New Consolidated Buttons (in Beta Release)
- Addepar Login link
- Black Diamond
- Login Link
- Post to Timeline
- Upload Household
- Laser App Login
- ModestSpark Login
- MoneyGuidePro Login
- Orion Login
- Schwab Move Money
- Envestnet Tamarac Login
- Addepar Integration moving from Beta to General Availability
- DST, Orion, and Tamarac now run Monday-Friday
- Infrastructure improvements to increase processing efficiency
