Welcome to the latest edition of the Data Broker Release Notes! We're excited to present a comprehensive overview of new features and improvements in our latest update. We strive to deliver the best possible experience for our users and each release aims to enhance and streamline your processes. Review the notes below to learn how this update can help your firm. 

This update will seamlessly roll out without needing any manual package or solution updates from your firm. You must be on a version later than 1.89 to access all features currently available.

Elements

Fix

• Resolved an issue where the Asset Class Name was not showing on Holdings. The Asset Class Name now shows.

Black Diamond

Enhancement

• Relationship Upload is now more dynamic. Previously, if Black Diamond added a field to the API, the upload would result in an error. Now, Data Broker is better able to consume changes to the API, allowing for successful uploads.

Fixes

• Resolved an issue where the Import Households/Relationship Radio button selection was not retained in the Skyline Configuration screen. This is now set on the Admin Console and the setting will carry over to the configuration screen.
• Data Broker now provides clearer error messaging for the Object Ref error. 
• Resolved an issue where Data Broker produced an error if the Address fields were not mapped on the Household/Relationship entity in the Admin Console and the job would not update the Households/Relationships. Now, an error message is given, but the Household/Relationships will update.

Innotrust

Fix

• Resolved an issue where a single Contact Upload failed but no error message displayed. Now an error will display if an upload does not work.

Schwab

Enhancements

• We have updated the Schwab Enrollment Status Inquiry services to REST API. This service previously relied on SOAP API, which Schwab is deprecating. The update is necessary to continue to allow enrollments to Schwab OpenView Gateway via Data Broker.

Fixes

• Resolved an issue where the IgnoreNewAccounts flag was sent, but not applied. This has been addressed and is now working as intended.
• Resolved an intermittent Undefined Error on Schwab Transactions Load. This was due to session timeouts but has been resolved, provided the user's Engage session has not expired.

Solution 2.1, Release Date March 21, 2024