IntelliMatch NextGen UI

Once a case is created, you cannot add more items into that existing case, a new case would have to be created.

We have found one of the reasons why users do not use splits is it really hard to back track into a split item if it has been split multiple times. Having some identifier where you can link all the split items back to each other would greatly help...

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).

It would be nice if users could add comments or other attribues similar to the Items to the Match Groups. This is especially helpful if a match group is proposed or unbalanced.

Nextgen support right click match option for matching outstanding data in activity page. It will be very useful for user if we can add right click dissolve option as well for matched data in activity page. Lot of users prefer to dissolve matched d...

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.

This is related to 'IM-I-82' there is an option to sort Recons on the home by name which works for for cash recons (see screenshot 1 in the attached document) but when Securities recons are displayed sorted by name they are sorted by the base reco...

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

Ability to see BP in no models

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