IntelliMatch NextGen UI

As per new design in NG, I noticed that balance data viewing is only for snapshot recon and by account pool. I see below challenges where this design will not work. 1. User cannot see balances of multiple balance pools together in one screen. I...

Notification message - Notifications where one message is sent for bulk number of transactions

For the Recon Task Automation it would be helpful if we could do more than just approve a Recon. It would be helpful if we could also set the Recon to Submitted or Reviewed when it is a 3 or 2 stage approval. Currently the only options is to set t...

In working with Task Automation it would be nice if there was some kind of logging in the Web UI. For Example it would be nice to see Last Executed and Next Scheduled Run. Also, it would be good to see what Model it is assigned to and to show you ...

Please add reconciler or recon owner to the reconciliation list. The reconciler details are in the account static configuration setup. Some of the clients use the reconciler to produce dashboards.

Please add account number and balance date of accounts to the recon report. Right now, Recon report's balance details contain only recon date and balances. It is required by regulators that all the balances in the recon report must reported with a...

When reconciling payment transaction, time can be a discriminating criterion to ensure that transactions are correctly matched. The import format should include a time format. The time field should allow comparison in the same way as numbers, i.e....

We have noticed that there is a descrepency between the Exception Count and the actual outstanding items (or Proposed, Write-Off or Unbalanced) when you drill into the Recon. Since Exception Count is so promedent in the screen this creates some co...

As we add more and more models to the Web we are finding it very difficult to select models from the INventory screen to see all the Pools associated with that Model. This goes for the Activity Page as well. There is a scroll bar at top where you ...

Currently the Submitted, Reviewed and Approved on is in GMT. This needs to be converted to the local time