Welcome to the latest edition of the Data Broker Release Notes! Each update is designed to enhance performance, streamline workflows, and provide an even better user experience. Whether you're exploring new capabilities or benefiting from behind-the-scenes enhancements, these release notes will guide you through everything that's new and noteworthy. Review the notes below to learn how this update can help your firm.
This is an automatic update, without a manual package or solution update from your firm. You must be on version 2.25 to access all features available in this release.
Data Broker
Resolved the following issues:
- Address formatting errors when the Address contains multiple lines.
- Duplicate External IDs were created for the same records. Data Broker now only allows an initial External ID creation.
- Enabling Holdings without mapping Asset Classes caused errors for each Segment, Security, and Holding. Now a single error is returned per entity, allowing jobs to be completed successfully.
- Long-running jobs received an "Access Denied" error on the last steps of the job.
Addepar
Fix
- Resolved an issue with bulk upload jobs failing due to a change in Addepar's API. Jobs are now running successfully.
Black Diamond
Enhancements
- Contact Sync is available through Contact Upload button and Bulk Upload job which is manually run.
- Move to Black Diamond API V5 for data coming into Elements. This allows access to broader data including receiving the Contacts file from Black Diamond.
Fix
- Resolved an issue with Authenticate to Black Diamond not displaying for users without a valid Black Diamond login session. Users without valid authentication will now be prompted to authenticate before uploading new records to Black Diamond.
- When Import Households options was selected, the Import Contacts option defaulted to checked.
Innotrust
Fix
- Resolved Innotrust logins failing due to a missing token expiration value.
- Resolved an issue with Innotrust credentials were not being recognized during login.
LaserApp
Fix
- The Primary Contact entity setting was missing from Data Broker. Primary Contact is now enabled.
Schwab
Enhancement
- All TD Ameritrade functions have been merged with Schwab.
Fix
- Schwab account matching issue caused duplicate records. Data Broker now ignores preceding zeroes added during the conversion from 8-digit to 10-digit account numbers.
Installed Package 1.89
Solution 2.25
Release Date: November 14, 2024
