We are excited to present the release notes for Data Broker Release 24.3, signifying our ongoing commitment to delivering an outstanding user experience. In this release, we've incorporated enhancements and bug fixes, to elevate performance, functionality, and overall user satisfaction. This update will seamlessly roll out without needing any manual package or solution updates from your firm. Dive into the release notes to stay informed about our latest updates to enhance your experience. 

Fixes 

All Integrations

• Resolved an issue where an asset class or segment duplicated or failed to load during the daily bulk data job. Matching logic has been created so asset classes and segments will update successfully.
• Resolved an issue where the Security Name (text) field was not available in the Skyline/Broker Configuration to be mapped if the Security Master field was set up. This prevented the ability to map the security name to populate in the system. This has been resolved. 
• Resolved an issue where a duplicate account would cause an error that stopped the daily bulk data job. Now the job will register the duplicate account error but will continue to run the 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. This will no longer cause an error and the address will be sent to Black Diamond. 

LaserApp

• Resolved an issue where the Send to LaserApp button errored out if the household external ID was not mapped. Now, LaserApp will no longer require a household external ID to function.
• Resolved an issue where the Send to LaserApp button was not showing on Contact records. The button now shows on Contacts.

Modestspark

• Resolved an issue where the custom URL field became required even for firms using the default URL. This requirement has been removed.

MoneyGuidePro

• Resolved an issue where data was not pulling into MoneyGuidePro. Now all mapped and populated fields and data points will pull into MoneyGuidePro correctly.

Schwab

• Resolved an issue where holdings jobs were either causing errors or failing. This issue has been resolved.
• Resolved an issue where the restriction code, address, and restriction type were not loading. This has been addressed.

Enhancements

Tamarac

• Asset Allocation for financial account records is now available to be calculated.

Package 2.1, Release Date Februrary 22, 2024