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Release Notes

Release Notes 1.4.2

4min

ο»ΏNew on Deep Alphaο»Ώ

  • Product platform advisor that allows advisor to select between multiple portfolio configurations in the advisor solution. In addition, recommendation rules logic can be configured (QPD-748, QPD-750, QPD-760)
  • Oversteer cost functionality, allowing you to oversteer advisory related cost components:
    • Override qra-api analyze/cost values (QPD-888)
    • Oversteer cost functionality in advisor solution (QPD-92)
  • Order summary functionality, calculating one-time and monthly buy orders, across all goals in the advice session:
    • New endpoint in qra-api: analyze/order-summary (QPD-892)
    • Order summary added to proposal analytics (QPD-94)
  • Sustainability functionality, supporting the new Mifid-II requirements related to sustainability assessment:
    • configuration of sustainability in qra-api (QPD-861)
    • New endpoint in qra-api: analyze/sustainability (QPD-883)
    • Sustainability educational modal (QPD-755)
    • Sustainability analysis in the proposal page (QPD-754)
    • Sustainability tab in Deep Alpha (QPD-753)
  • New components added to PDF solution:
    • Advice information (QPD-767)
    • Oversteer cost (QPD-705)
    • Order summary (QPD-701
    • Sustainability (QPD-697)
    • Client information person (QPD-123)
    • Client information company (QPD-116)
    • KYC attachment company (QPD-120)
    • KYC attachment person (QPD-119)
  • Holistic view, giving a summary of advice session across multiple investors (SAPP-658)
  • Asset upload (QPD-955, QPD-954)
  • Support of full path in assets, allowing us to configure icons across the platform (QPD-708)
  • New endpoint in qra-api: analyze/advanced-expected-value (QPD-283). This will enable expected value calculations in order execution flow that will be released in coming releases
  • Hybrid fund support in qra-api (QPD-196). We have introduce equityShare and can now optimize and construct portfolios consisting of hybrid funds. API now return information about equityShare
  • Adjustments to client information page in Deep Alpha (SAPP-820)
    • Support for setting order
    • Support for adding custom fields
    • Contact list added to company version of client information page
  • KYC functionality (SAPP-820):
    • Possibility to configure KYC page for persons
    • Possibility to configure KYC page for companies

What’s been fixed

  • Time horizon settings, solving bugs with risk labels in risk score component and mapping of risk level (QPD-708)
  • Right alignment of numbers in portfolio analysis tables (QPD-957)
  • Minor bugs in qra-api, analyze/cost (QPD-927). Cost model now works for custom products.
  • Adjust robo/cost to support namespaces in qra-api. Cost models now works for multiple portfolio configurations (QPD-924)
  • Advisor_id not found (BT-227)
  • Added support for comment when selecting custom field dropdown (QPD-756)
  • KYC Custom Field fixes, now supporting labels for custom fields in KYC (QPD-752)
  • Success/error messages in visual configuration interface fixed (QPD-414)
  • Number formatting in cashflow table - PDF (QPD-388)
  • Right alignment of numbers in the PDF (QPD-356)
  • Fixed payload model for qra-api endpoint: analyze/scoring (QPD-273)
  • Uploading of profile picture (QPD-270)
  • Updated pip dependencies in qra-api (QPD-264)
  • Failing tests qaut-api (QPD-259)

What improvements have been made

  • FundStandardName in fund/list (QPD-928)
  • Performance optimizations for config endpoint in QRA-Front-API (QPD-926)
  • QRA migrate Config CLI to API (QPD-911)
  • Cost performance fee adjustments (QPD-896) now support float and configuration through CLI
  • QRA migrate reports CLI to API (QPD-878)
  • Improved way of editing name of the advice session (QPD-764)
  • Changed UUID generation frontend from v1 to v4 (QPD-758)
  • Refactor duplicated analytics components (QPD-757)
  • Default KYC adjustments solving issues with Advisory type experience question (QPD-746)
  • Adjusted analytics charts to follow infographic color palette (QPD-719)
  • Report colors are now reflecting Deep Alpha infographic color palette (QPD-381)
  • Rewrite saving calculator api to API Flask (QPD-274)
  • Added payload to swagger documentation for qra-api risk/generic/finance (QPD-271)
  • Added manual translations of liquidity section in Financial situation (QPD-254)

Date published: 29.09.2022 Version number: 1.4.2

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Updated 04 Mar 2023
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