IntelliMatch NextGen UI

It would be nice if the information on the final Review Screen for Task automation was also viewable from the initial dashboard listing all the Scheduled Tasks. Maybe it could drop down similar to how you have the recons. This would make it much e...

Facility to see Recons not assigned to users

Facility to see pools assigned & not assigned to model

Clients would like to create dashboards - where they can select model and group by Reconciliations under that model. This allows them to create rec level charts

Example would be if you had a new Balance Pool that need to be added and the Recon Profile was already run there is no way to get that Balance Pool Recon line item without running the entire Recon profile again (all recons).

I search for a specific value under the Activity and the value is present in 50 Recons under a model. The display allows only 14 Recons and there is no scroll bar to see rest of the 36 Recons.

Approval levels reduced in Model not reflected at assignment stage in recons

Adding a balance pool category to a snapshot – reducing creation time and allows future pools to be added automatically

When viewing the RecInventory page many models can be displayed. The model name is not displayed in full and there is no way to filter the list.

Provide latest case summary indicator in Case window similar to activity view.