IntelliMatch NextGen UI

Post feedback and ideas about the NextGen UI

Ability to copy multiple field values into respective columns in activity page simultaneously

At present if user wants to do in line copy of value from another application to IntelliMatch then they have to do it field by field basis. It will be nice to have application to allow copy multiple column values from another application (e.g. Excel) into IntelliMatch application.

  • Anshuman Mishra
  • Jul 9 2019
  • Will not implement
  • Jul 30, 2019

    Admin response

    We discussed this and feel that this would cause more harm than good. The scenario you highlight would be better delivered via an ETL data enrichment, as it sounds like there is a repeatable process that the data from the xls can be extracted and applied to the item data

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  • Anshuman Mishra commented
    July 18, 2019 10:09

    Typo correction

    *Hence, Client wants product to have functionality to copy multiple column values for multiple rows from excel and paste it with one click to IntelliMatch grid. This will save lot of time of reconciler for exception management of large number of outstanding items.  

    Also, I noticed that it is possible to Paste data into multiple columns cell together. However, corresponding grid does not save data in paste event. 

  • Anshuman Mishra commented
    July 17, 2019 07:05

    Normally reconciler export all outstanding data to excel and send it to different internal team/counterparty for investigation. They get all required details like Break Reason description, Expected resolution date, responsible party, any other additional details for all outstanding items from internal team/counterparty. Bulk Replace can not be always used to update all these details as corresponding details different for multiple items. At present user double click on each and every column of each row to update these details. This is a very time consuming process for Reconciler to manually update details for lot of records. Hence, Client wants product to have functionality to copy multiple column values for multiple rows from excel and copy it on one click to IntelliMatch window. This will save lot of time of reconciler for exception management of large number of outstanding items.  

  • Admin
    Andrew Ho commented
    July 16, 2019 19:25

    can you provide more details and examples to explain the requirement.