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--- | ||
title: 2024-01-08 更新日志 | ||
slug: 24-01-08 | ||
sidebar_position: 15 | ||
--- | ||
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# 2024-01-08 更新日志 | ||
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# 🎉 新功能 | ||
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- 新增:入金新增【直接入帐】功能 | ||
- 可实现入金快速入帐,预设需要审批,也可依实际业务需求设为无需审批直接入帐 | ||
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<img src="/assets/OcsIbeOQ8ochAOxKSzXczkemnCE.png" src-width="1280" src-height="619" align="center"/> | ||
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<div class="flex gap-3 columns-2" column-size="2"> | ||
<div class="w-[49%]" width-ratio="49"> | ||
<img src="/assets/A7NEbJnT5oMC1BxlF30cWGemnfe.png" src-width="1280" src-height="631" align="center"/> | ||
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<p>-需要审批</p> | ||
</div> | ||
<div class="w-[50%]" width-ratio="50"> | ||
<img src="/assets/RXsGbkvceoBd2hxpPEzcntIwneh.png" src-width="1280" src-height="619" align="center"/> | ||
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<p>-无需审批</p> | ||
</div> | ||
</div> | ||
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- 新增:AML 后台支持批量调用 TESS | ||
- AML 后台展示已开通账户或有 TESS 调用记录的客户信息,并增加:审核状态、筛查时间、开户资料入口 | ||
- 增加批量调用 TESS 入口 | ||
路径:「CRM」-「KYC」-「AML」-「批量调用」 | ||
- 增加批量取消监控功能 | ||
路径:「CRM」-「KYC」-「AML」-「勾选客户」-「批量取消监控」 | ||
- 开户列表详情,可实时获取 TESS 的 case_id | ||
路径:「CRM」-「KYC」-「开户列表」-「详情」-「TESS 命中记录」 | ||
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<img src="/assets/HDzKbiQu9o9a63xTHeuc2Iqbnpe.png" src-width="970" src-height="1324" align="center"/> | ||
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- 新增:工单支持审核人和创建人不为同壹人 | ||
- 工单在配置审核流程时,支持各个节点设置审核人与创建人是否壹致 | ||
路径:「设置」-「身份管理」-「审批流程配置」 | ||
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<img src="/assets/G49lbFxtNo1vzUx31exc1qFMncb.png" src-width="2564" src-height="1058" align="center"/> | ||
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# 🪀 改进与修复 | ||
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- 改进:入金&出金功能全面优化 | ||
详见:[入金&出金优化说明 ](Vvpkw7jqeitbhjkQVTncStRBn4c) | ||
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- 改进:风控菜单调整优化 | ||
- 「客户参数」移动到「业务参数设置」-「风控」-「授信客户参数」 | ||
- 「保证金」-「保证金风险指标」和「风控报表」移动到「报表管理」--在报表发布后会同步下线原菜单 | ||
- 部分菜单位置及菜单名称调整 | ||
详见:[风控菜单调整优化](Ifv0wLOvhifRslkFuvLc0zAvnwe) | ||
<img src="/assets/K3fcbq3SPoLfD6xL33icNep5nkI.png" src-width="3766" src-height="1670" align="center"/> | ||
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- 改进:批量变更调减额度支持自动授信 | ||
- 原逻辑:授信若发生降额,则不再触发自动授信 | ||
- 新逻辑:批量变更额度 调减额度时可以自定义降额是否限制自动授信(导入授信时请根据模版字段说明填写文件) | ||
路径:「风控管理」-「授信额度」-「批量变更」 | ||
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<img src="/assets/Tuy6bkHDOoChpbxuzgqcbPjdnpg.png" src-width="3266" src-height="1102" align="center"/> | ||
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- 改进:增加批量解冻功能 | ||
- 路径:「资产账户」-「冻结/解冻」-「资产解冻」 | ||
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<img src="/assets/VELqbPQi4omJjJxlr6lc4Vj5nSd.png" src-width="3280" src-height="1688" align="center"/> | ||
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- 改进:手工调账 - 股票调账去除数量强校验 | ||
- 多头持仓支持调成负数 | ||
- 数量超出当前持仓仍会提示(客户详细资产数据可点击「客户」进行查看) | ||
路径:「资产账户」-「调账」-「手工调账」-「股票调账」 | ||
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<img src="/assets/NeAwbsXoCocnhVx2gKCcSLJKnoh.png" src-width="3236" src-height="1646" align="center"/> | ||
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- 改进:KYC 后台信息展示 | ||
- 开户列表后台,支持通过:新标签页、新窗口打开详情链接 | ||
- 开户列表后台,默认展示 20 条数据 | ||
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<img src="/assets/HEokbMAZ4ory2JxqkSJcxRDfnAe.png" src-width="1032" src-height="602" align="center"/> | ||
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- 改进:开通公司户口时,支持公司董事信息/公司股东信息/公司受益人信息/公司授权人信息/指令授权人信息同步复用操作。 | ||
- 开通公司户口、公司户 kyc 资料页编辑时,都可以同步复用 | ||
- 选择复用模块后,可以继续在新增/编辑弹窗内修改内容 | ||
<img src="/assets/Q964bOVNzoKHwMxXO97cba0Bnrg.png" src-width="1914" src-height="1438" align="center"/> | ||
<img src="/assets/AIrkbZGH6oH0OPxaNnRcCdiynZf.png" src-width="1900" src-height="1446" align="center"/> | ||
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- 改进:开户后台可直接开通虚拟资产账户 | ||
- 开户资料后台,可提交虚拟资产账户开通申请。提交开户申请,选择现金账户且 账户标识为:Virtual Account,即可开通虚拟资产账户。虚拟资产账户仅支持交易虚拟资产。 | ||
路径:「CRM」-「KYC」-「开户资料」-「添加开户申请」-「开通账户」-「现金账户」 | ||
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<img src="/assets/QcG4bagXQo8dwoxDEpQcNn0xnWb.png" src-width="1758" src-height="680" align="center"/> | ||
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- 改进:结单发送方式配置、结单模版、客户备注接工单审批 | ||
- 发送方式配置:新增、批量新增、编辑场景均对接工单。审批流对应如下: | ||
- 新增:BSS-清算管理 - 结单管理 - 发送方式配置新增 | ||
- 批量新增:BSS-清算管理 - 结单管理 - 发送方式配置批量新增 | ||
- 编辑:BSS-清算管理 - 结单管理 - 发送方式配置修改 | ||
- 结单模版修改对接工单。审批流对应如下: | ||
- 编辑:BSS-清算管理 - 结单管理 - 结单模板修改 | ||
- 客户备注:新增、批量导入、编辑 | ||
- 新增:BSS-清算管理 - 结单管理 - 客户备注新增 | ||
- 批量导入:BSS-清算管理 - 结单管理 - 客户备注批量导入 | ||
- 编辑:BSS-清算管理 - 结单管理 - 客户备注修改 | ||
- 注:本次所涉审批场景均默认系统自动审批通过,如需添加审批,请至对应的审批流进行配置修改。配置路径:「全局设置」-「身份管理」-「审批流程配置」 | ||
<img src="/assets/DrofbwzdSojSkWxh4h7ccRlwnJh.png" src-width="3728" src-height="896" align="center"/> | ||
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- 改进:支持批量分配和更新经纪人 | ||
- 经纪人管理后台,支持批量分配和更新经纪人 | ||
路径:「证券后台」-「经纪人管理」-「关系管理」-「批量分配」 | ||
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<img src="/assets/Jjz2b1ryFoWoDaxjYqgcAiUrnDh.png" src-width="1708" src-height="510" align="center"/> | ||
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- 改进:更新日志展示 | ||
- 控制台首页更新日志展示优化,最近更新默认展示,让您更便捷的了解系统更新内容 | ||
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<img src="/assets/OeBtb1qvnoGQIexHkgHcYbU0nvc.png" src-width="1046" src-height="984" align="center"/> | ||
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Original file line number | Diff line number | Diff line change |
---|---|---|
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--- | ||
title: 2024-05-06 更新日志 | ||
slug: 24-05-06 | ||
sidebar_position: 3 | ||
--- | ||
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# 2024-05-06 更新日志 | ||
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# 🎉 新功能 | ||
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- 交收指令导出(新版)(原来的菜单下线) | ||
- 路径:清算管理 - 日终任务 - 交收指令导出 | ||
- 支持导出未来日期的文件 | ||
- 支持导出 HK、SZ、SH 多市场 | ||
- 原来的菜单下线 | ||
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<img src="/assets/DfPobOvl0oJ7RaxTi2qcFiVkneh.png" src-width="3574" src-height="1774" align="center"/> | ||
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<img src="/assets/TMdlb2aKNovOsyxKehkcLjMYnkk.png" src-width="3574" src-height="1774" align="center"/> | ||
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- 企业户的账户资料中新增‘企业实体类型’字段 | ||
- 在线下企业户的开户流程中,新增‘企业实体类型’字段,非必填 | ||
- 在 kyc 详情页,支持新增字段的展示和编辑功能 | ||
- 在批量修改的功能中,同步新增支持‘企业实体类型’字段的批量更新功能 | ||
<img src="/assets/UBBpbvt4Ho4TljxWCrycFT4cnTb.png" src-width="2180" src-height="1264" align="center"/> | ||
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- 清算前准备自义定配置功能 | ||
- 路径:业务参数设置 - 日终设置 - 清算前准备 | ||
- 检查阶段释义:交易清算(数据同步 - 清算交收之前的检查项目);日终清结算(数据汇总 - 日切之前的检查项目) | ||
- 失败后处理释义:仅提醒(不会拦截流程,仅提示)、工单审核(会拦截流程,但是可以手动通过)、强制校验(会拦截流程,必须通过) | ||
- 支持的操作:开启/关闭,选择失败后的处理方式 | ||
- 可编辑时间段:操作日终任务之前 | ||
- 编辑时需要审批,工单标识:clearing.before_clearing_ready.setting | ||
- 其它:部分检查项目要求强制检查,不允许编辑 | ||
<img src="/assets/MglsbJdCkoAhdVxzVMschP7gnpc.png" src-width="3574" src-height="1774" align="center"/> | ||
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- 日终任务合并清算和清算初始化配置功能 | ||
- 路径:业务参数设置 - 日终设置 - 清算参数配置 | ||
- 可编辑时间段:操作日终任务之前 | ||
- 编辑清算初始化配置时需要审批,工单标识:clearing.update_system_config.exec | ||
- 其它 | ||
- 修改其它配置开关时请联系客户,在指导下操作 | ||
<img src="/assets/BGrYb998Qo00lsxDbkEcZY39n1g.png" src-width="3574" src-height="1774" align="center"/> | ||
<img src="/assets/VOFzbs4MfoEu8exMOt7c2tF1nPc.png" src-width="3574" src-height="1774" align="center"/> | ||
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- 公司行动执行完毕后增加邮件通知 | ||
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<table> | ||
<colgroup> | ||
<col width="130"/> | ||
<col width="414"/> | ||
</colgroup> | ||
<tbody> | ||
<tr><td><p>公司行动类型</p></td><td><p>消息模板</p></td></tr> | ||
<tr><td><p>供股类<br/>RS、ER、OO、RS</p></td><td><img src="/assets/NYGubZhMxoYFi8xRvlfcuiKDnqc.png" src-width="856" src-height="190"/></td></tr> | ||
<tr><td><p>要约类</p></td><td><img src="/assets/N38rb798noNxM3xE9MIcjYEkned.png" src-width="828" src-height="182"/></td></tr> | ||
<tr><td><p>拆合股、换股</p></td><td><img src="/assets/Ym8mbYpNKoZPR3xNfoCcHg4inre.png" src-width="1242" src-height="232" align="center"/></td></tr> | ||
<tr><td><p>ADR 执行</p></td><td><img src="/assets/Iunnb2E6pozlcBx7kZ6cWBrWnab.png" src-width="1268" src-height="222" align="center"/></td></tr> | ||
<tr><td><p>红利、红股</p></td><td><img src="/assets/AMktbfyRzoKwlbxAZslcgM3xn4d.png" src-width="1210" src-height="274" align="center"/></td></tr> | ||
<tr><td><p>期权公司行动</p></td><td><img src="/assets/PZQHb8ZGioQuUExaJPGc6oFmnjh.png" src-width="1182" src-height="334" align="center"/></td></tr> | ||
</tbody> | ||
</table> | ||
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- WBO 换汇新增撤销功能 | ||
- 针对客户提交上的换汇申请,需要根据“客户汇兑状态”进行判断,决定是否可以进行撤销。其中:当“客户汇兑状态”=「已提交」、「汇兑中」时,可以进行撤销。 | ||
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<img src="/assets/MnGJbRAy9oWrQXxtrSrcq7R6nvc.png" src-width="3276" src-height="1776" align="center"/> | ||
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# 🪀 改进与修复 | ||
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- 公司行动相关优化 | ||
- 标的的搜索组件进行升级 | ||
<img src="/assets/HZJabC6Exo7ckixgUGRcr827nlF.png" src-width="3574" src-height="1774" align="center"/> | ||
- BE 类不支持的自愿类公司行动增加提示。如果后台支持行权,App 不支持行权的,不会提醒客户 | ||
<img src="/assets/PARwb6bdfobEuyxXdppcGvcPnfd.png" src-width="3574" src-height="1774" align="center"/> | ||
- 客户名字增加邮件发送时间,该字段展示的是这个公司行动最近的一次邮件发送时间 | ||
<img src="/assets/PWM4b9pM1oD31dxdr1acCbtynHl.png" src-width="3574" src-height="1774" align="center"/> | ||
- 其它 | ||
- BE 类兼容 BONUS CONVERTIBLE NOTE 方案类型,自动创建时映射为 BE-BONUS ISSUE | ||
- 优化新加坡市场消费税处理逻辑 | ||
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- 清算中检查相关优化项目 | ||
- 余额对账排除冻结流水 | ||
<img src="/assets/BizJbnRanoEF5OxyboEckSSLnWe.png" src-width="3574" src-height="1774" align="center"/> | ||
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- 清算前准备相关优化项目 | ||
- 收盘价确认:上一天提醒的报错项目不再报错,港股 41000 - 46999、49000 - 49499 代码段不再报错 | ||
- 交易文件检查:当天没有发起过交易的不报错 | ||
<img src="/assets/F9eUbl9iYoc5uWxQo77csMZUnTh.png" src-width="3574" src-height="1774" align="center"/> | ||
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- 会计中台上手费用改成从计费取数及文案调整 | ||
- 会计中台上手费用改成从计费取数 | ||
- 将会计中台数据源名称进行修改: | ||
- “其他费用账单”改为“代理商收费” | ||
“[LOTSNSDR]其它第三方费用 (卖出)”改为“代理商收费 - 股票交易 - 佣金(卖)” | ||
- “[LOTSNSCR | ||
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<img src="/assets/DwWibAQs3o4EcoxzYcOcSKjDnAg.png" src-width="2158" src-height="1152" align="center"/> | ||
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- WBO 首页 dashboard 待办名额卡显示逻辑更新 | ||
- 出金待办:申请单状态=待提交&审批中&修改待审批&删除待审批&驳回待审批 | ||
- 入金待办:匹配状态=「未匹配」&&加款状态=「处理中」&「修改待审批」&「删除待审批」&「驳回待审批」 | ||
- 证券取出待办:取出申请中「待提交」与「执行中」2 个指标卡数量的合计值 | ||
- 证券存入待办:存入申请中「待提交」与「执行中」2 个名额卡数量的合计值 | ||
- 待审核银行卡:认证状态=待认证&&删除状态=未删除 | ||
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<img src="/assets/Kv4ZbWHpAoyycbxbsVScBvAxnBf.png" src-width="3838" src-height="1802" align="center"/> | ||
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- 异常汇兑记录新增中文枚举值 | ||
- 异常换汇记录页面中的“渠道汇兑状态”的枚举值根据语言环境做对应的展示 | ||
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<img src="/assets/TizbbF5c6ovCY4xBB0TcAhcdnxh.png" src-width="3302" src-height="1708" align="center"/> | ||
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- 结单发送方式配置由客户编号更改为证券账号维度 | ||
- 结单发送方式配置更改为「证券账号」维度,支持按单个账户的配置来发送结单(对应 APP「结单提醒」功能) | ||
- 列表增加 [证券账号]列 | ||
- 批量新增文件字段需填入证券账号,根据模版填写 | ||
- 路径:「清算管理」-「日终管理」-「结单管理」-「发送方式配置」 | ||
<img src="/assets/QCepbMTuboCjZvxLlP2cFztOnZd.png" src-width="3212" src-height="984" align="center"/> | ||
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- 线下开户流程中「是否接收线下结单」的入口移除 | ||
- 线下开户流程中,「是否接收线下结单」的字段移除,统壹到‘结单管理’模块维护,应用于支持 Account 维度管理结单接收方式 | ||
- 路径:「KYC」-「资料管理」-「开户资料」- 企业户线下开户流程最后一步 | ||
<img src="/assets/GUcdbAZy9oMzqdxSXfNc7uSXn2e.png" src-width="1232" src-height="1694"/> | ||
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title: 2024-01-29 更新日志 | ||
slug: 24-01-29 | ||
sidebar_position: 12 | ||
--- | ||
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# 2024-01-29 更新日志 | ||
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# 🎉 新功能 | ||
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# 🪀 改进与修复 | ||
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- 改进:Margin Call 页面加载 icon 优化及平仓订单页面合并 | ||
- 风险预警主页面及详情页面数据加载 icon 固定位置优化,不影响列表操作 | ||
- 路径:「风控管理」-「Margin Call」-「风险预警」-「实时预警」 | ||
<img src="/assets/D4oWbm27IoqffyxDq9mcalHOnfg.gif" src-width="2252" src-height="920" align="center"/> | ||
- 平仓订单页面合并为一个页面 | ||
- 路径:「风控管理」-「Margin Call」-「风险预警」-「平仓订单」 | ||
<img src="/assets/Ij6Sb9SHeoq6dLx2R47cHmhjnOh.png" src-width="3766" src-height="1020" align="center"/> | ||
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