Release 4.5
Release Version Number: 4.5
Date: 31 July, 2024
Platform: Re:Luna
We're excited to announce the latest update, designed to enhance the capabilities and user experience for our Clients. This release note provides a comprehensive overview of the new features, improvements, bug fixes included in this update.
New Features Details:
Added New Order Types
For Role(s): Back Office
| Single | Mass | Omnibus |
|---|---|---|---|
Split |
 |
|
|
Isin change | | |
|
Spin Off | | | |
Adjustment | | | |
Feature Benefits:
Detailed Tracking
Accurate Financial Reporting
Enabled only published strategies views on Marketplace
For Role(s): Financial Analyst
Now, only published strategy views are added on Marketplace.
Feature Benefits:
Enhanced Control
Improved Quality Assurance
Streamlined Workflow
Updated History widget on Product screen
For Role(s): Financial Analyst
The History widget is updated on Strategies in tab “Performance & Analytics”
Feature Benefits:
Enhanced Readability
Improved User Experience
Better Data Visualization
Added Grouping to Recommendations Table
For Role(s): Financial Analyst
We have enhanced the Recommendations table by adding the ability to group Recommendations.
Feature Benefits:
Enhanced Clarity
Efficient Analysis
Improved Organization
Updated logic for “Assigned to Me” Toggle on Order Execution form
For Role(s): Trader, Back Office
The "Assigned to Me" toggle on Order execution form is now available only if the user is not the original submitter of the Order.
Feature Benefits:
Consistent user experience
User control
Accountability
Enhanced Visibility for Global Allocation Total Rounded Values
For Role(s): Financial Analyst
Now, the total values of Current allocation and Target allocation are displayed with a distinct color for rounded values.
Feature Benefits:
Enhanced Readability
Improved Clarity
Streamlined Analysis
Enhanced Error Messaging for Fee Generation with Missing Strategies
For Role(s): Back Office
Added error display for Fee generation when no strategy is found on the portfolio inside the requested period. The loader in the dialog window will stop after encountering an error and the fields will be shown again. A notification will be displayed under the fields with parameters: "The fee is not generated. Please use other parameters to calculate fees."
Feature Benefits:
Clear Error Messaging
Improved User Guidance
Enhanced User Experience
Updated info message for order creation form
For Role(s): Trader, Back Office
The system now displays an alert with the Instrument Name instead of the Instrument ID while confirming Order creation which leads to marginal operation.
Feature Benefits:
Enhanced Clarity
Improved Usability
Consistency with Design
Addition of "Market Type" and "Region" fields for Instruments
For Role(s): Financial Analyst
Added "Market Type" and "Region" fields to instruments with "Country of Risk," automatically populated with relevant values.
Feature Benefits:
Improved Data Categorization
Better Analysis and Reporting
Streamlined Data Management
This release note provides an overview of the latest updates and features introduced in Re:Luna - Version 4.5. For more details, please refer to the sections above or contact our support team for assistance. We hope you enjoy the new features and changes in this release.