IntelliMatch NextGen UI

Not sure if we are going to have one standard or if we are going to be able to customize the home page column headers. I noticed one column of Proof Status is missing which most groups use to validate they are in balance.

In the current version (Next Gen) the only way to update an item is through bulk Action. This is very useful when updating multiple items but it a bit cumbersome if you want to update a single value for a single record. Can we add inline editing f...

The current setup for icons indicating Proposed/Approved matches are that the approved have 2 bubbles and are filled in green and a proposed match is 2 bubbles with one being filled orange and the other bring grey. When looking at this it almost s...

The button to add items to a match group is beside the icon to dissolve a match group, this is going to be very frustrating. The dissolve button should be moved over to the right where the trash icon (remove item button currently) and that remove ...

Use pre-defined Cost Basis KPIs to replace manual reports. The KPI mechanism will need to be able to handle potentially 3 million outstanding items.

Can 'Quick Collection'; be a user specific option i.e. you add a couple of items into Quick Collection as a reminder for yourself - only you are able to see the items you put in this tab. Alternatively, 'Collections' can then be created, renamed a...

In the future can Virtual Reconciler work out which system proposed match groups are being approved by the users and suggest/create match rules off the back of this?

Could we have configurable dashboards, similar to the previous version

Would really like to see recon controls in NEXT Gen. -Outstanding (e.g. are there any outstanding transactions in the given pool) -Match State (e.g. has everything matched been matched approved in the given pool) Submitted by Rob Gordon

Would really like to see recon controls in NEXT Gen. -Attachments (e.g. has every exception been assigned an attachment for the given pool; would be cool to further define the number of required attachments (e.g. requires 1 attachment); would be ...