Highlights

Recently Released:

Apps

• Bar Chart Navigation Instructions Now Translated (Patch)
  • Chart navigation instructions in the Bar Chart are now translated according to the selected language, ensuring a consistent and accessible experience for multilingual users.
• Key Facts Number Formatting (Patch)
  • The Key Facts app now correctly formats fund size and price NAV values, displaying currency and decimal places as expected. This ensures users see accurate, localised financial data, aligning the experience with other regions and supporting client requirements.
• Fund Managers Improved Accessibility with Semantic Headings (Minor)
  • The Fund Managers app now uses configurable, semantic heading tags instead of styled divs, enhancing screen reader navigation and meeting accessibility standards. This change benefits all users by improving content structure and compliance with WCAG guidelines, without affecting the app’s visual layout.
• Tabs: Faster and Smoother Tab Switching (Patch)
  • Tab switching is now immediate and reliable, resolving previous delays and out-of-sync content. This improvement ensures users can navigate between sections without waiting, providing a more responsive and seamless experience on the site.
• User Context Accessibility Enhancements (Minor)
  • The User Context App now ensures all ARIA buttons, links, and menu items have accessible names, and the language selector is correctly implemented as a combobox. These changes improve navigation for users with assistive technologies and support accessibility compliance.
• Table App and Images: Presentational Elements Accessibility (Minor)
  • Elements marked as presentational in the Table App and images no longer include unnecessary ARIA attributes or tabindex, ensuring screen readers ignore them. This update streamlines navigation for users with assistive technologies and aligns with accessibility best practices.
• Table App: Correct Use of Scope Attribute (Minor)
  • The Table App now applies the scope attribute only to table header elements, improving semantic structure and accessibility for screen readers. This change ensures tables are easier to navigate and meet compliance requirements for accessible data presentation.
• Authentication App: Accessibility and Tab Order Improvements (Minor)
  • The Authentication App now removes unnecessary ARIA and tabindex attributes from presentational elements and corrects tab ordering. These updates provide a smoother navigation experience for users relying on screen readers and keyboard navigation, supporting accessibility compliance.
• Document Explorer: Improved Table Row Actions (Patch)
  • The row click action in the Document Explorer table now only applies to actual document rows, not group rows. This prevents errors when clicking on group labels, ensuring a smoother and more intuitive user experience.
• Document Explorer: Enhanced Notification Controls for Saved Searches (Patch)
  • Notification icons next to saved searches are now fully interactive, allowing users to easily set notification preferences to ‘off’, ‘daily’, or ‘weekly’. This update makes managing saved search alerts more convenient and reliable.
• Transaction Explorer: Accurate Translations (Patch)
  • The Transaction Explorer now correctly displays and exports content in the selected language, including French. All interface elements and downloaded files reflect the chosen locale, providing a consistent and localised experience for users.

Data

• Improved Consistency for Disclaimer Search Results (Patch)
  • The search functionality for disclaimers now returns consistent results, resolving an issue where identical queries could produce different outputs. This improvement ensures users always receive reliable and predictable information when searching for disclaimers.

Documents

• Improved Document Download Logging (Patch)
  • Enhanced monitoring and error detection for document downloads, ensuring that issues such as document downloads are logged with detailed information. This improvement helps quickly identify and resolve access problems, providing a more reliable experience for users accessing fund factsheets.

Document Production

• Workflow Automation Reliability (Patch)
  • Addressed an issue where workflows with a large number of required inputs failed to generate documents, with no visible errors. The automation now correctly processes all necessary inputs, ensuring document generation meets client requirements and improves reliability for complex workflows.

Security

• Enhanced Security for Critical Transactions (Minor)
  • A new authentication module now requires users to re-authenticate before performing sensitive actions, such as changing two-factor authentication, updating email addresses, or managing user roles. This improvement significantly reduces the risk of unauthorised access and strengthens overall account security.
• Improved User Experience After Disabling Two-Factor Authentication (Patch)
  • The issue where users encountered a blank screen after disabling two-factor authentication and resetting their password has been resolved. Users now experience a seamless transition, ensuring clarity and preventing confusion during security-related account changes.
• Enhanced Password Reset Security (Minor)
  • The password reset process now requires users to complete two distinct challenge types, such as confirming their current password and verifying possession via a device or email. This improvement strengthens account security and aligns with best practice standards.
• Improved Cookie Domain Restriction (Minor)
  • Session cookies are now scoped to specific subdomains rather than the parent domain. This change reduces the risk of sensitive data exposure across subdomains, ensuring safer authentication for users of the main application and Office and InDesign Plugins.

Studio

• Custom Application Creation Improvements (Patch)
  • Creating custom applications in Studio now provides clear, actionable error messages and ensures successful app creation. This enhancement helps users quickly resolve issues and improves consistency between the user interface and direct API responses, making the process more reliable and user-friendly.
• Studio UI Configuration Saving (Patch)
  • Saving and editing configurations in Studio is now more reliable. Issues with saving new configurations, cloning templates, and the save button’s behaviour have been resolved. These changes reduce confusion and ensure configurations are stored correctly, improving the overall experience for users managing app settings.
• Studio UI Element and Entity Type (Patch)
  • Several Studio UI issues have been addressed, including the ability to add elements after cloning configurations, support for additional entity types, and improved display of chart element overrides. These fixes make configuring and managing applications in Studio more intuitive and efficient for users.

Studio for InDesign Plugin

• Authentication Fix Studio for InDesign Plugin BETA Role (Patch)
  • Resolved an issue where users with the BETA role for the Studio for InDesign Plugin were unable to log in, being redirected back to the login screen. This fix ensures seamless access for both BETA and standard users.

Coming Soon (next 2 weeks):

Document Production

• Bulk Download PDF File Name Creation (Patch)
  • The process for naming PDF files during bulk downloads has been improved. Now, only the workflow inputs visible to users are used in the file name, excluding hidden metadata. This prevents excessively long file names and ensures easier access to downloaded documents.

DXM

• Taxonomy Count Accuracy Improved (Patch)
  • The method for displaying post counts in taxonomy filters has been corrected, ensuring that users now see accurate post numbers for each category. This change eliminates confusion and ensures that filter selections always display the correct posts, improving navigation and reliability for all users.
• Improved Session Management for Portal (Minor)
  • Users of the portals will now receive a prompt to extend their session before being logged out, ensuring uninterrupted access while actively working. This enhancement prevents abrupt session terminations, reducing the need for frequent reauthentication and improving the overall user experience.

Studio for Office Plugin

• Consistent Footnote Node Port Numbering (Patch)
  • The Add Footnotes node now generates ports in a consistent order, starting at zero, and updates correctly when ports are added or removed. This change improves template reliability and aligns behaviour with user expectations, supporting smoother document creation and editing.
• Improved Table Styling (Minor)
  • Components placed within tables in the plugin now retain their intended styling, ensuring a consistent appearance even when content overflows. This enhancement prevents style loss and improves document reliability for users working with complex layouts.
• Reliable Port Management in Concatenate Node (Patch)
  • Adjustments to the Concatenate node ensure that adding or removing ports is accurately reflected in the preview, and port numbering now follows a logical sequence. This fix streamlines template editing and reduces confusion, making node configuration more intuitive for users.
• Translation Validation Configuration (Minor)
  • Reporting administrators can now configure how missing translations are handled in the Studio for InDesign Plugin workflows. Options include ignoring missing translations, failing if any are missing, or failing only if mandatory ones are absent. Users can now view and download lists of missing translations directly from the reporting interface, with clear visual feedback for failures and warnings. This improvement allows for quicker identification and correction of translation gaps, reducing the risk of distributing incomplete reports.