IntelliMatch NextGen UI

The current client we are working with has 61 users and more than 1450 Reconciliation, 98% of those Reconciliation are snapshot , assigning 61 users to each Recon is a nightmare, noting that not all of them have the same privileges .

There should be a feature to delete the Recon and Model in the web. Currently, it is not available and if the group criteria is deleted in IntelliMatch desktop, then the Recon gives error in the web. In such scenarios, there should be an option to...

We need a much easier way (outside of SQL) to add users to individual Recons in a model (Balance Pools). We need a way to add a single user to many recons (think 100 or 1,000) or one Recon to Many Users

It seems like keyboard support for manual matching, clearing column filters etc are not available in NextGen version. Users comfortable with doing recon activity using keyboard shortcut in existing version will find it difficult to perform their d...

This will be useful when we want to create a DataGroup for today's date or last 14 days which in turn will be useful to be used on the dashboard cards

Users need the ability to view balances, check to make sure balances are correct if they don't have access to the data files

Side by Side comparison is not available in NextGen version. This is a very useful feature for confirmation recon where user compare lot of fields to know list of column with different value between host and counterparty for manual matching. Also,...

There should be the ability to show the Model list in a full (or expanded) window. A filter facility would be beneficial also.

Need the ability to remove a Balance Pool from the Model after it has been added. There appears to be no way to do this outside of a SQL statement

There may be multiple snapshot Nostro recon model within one company. There may be change in ownership of some balance pools in future for which balance pool required to move from one model to another model as part of ownership and grouping of dat...