Release 4.6.1

Release Version Number: 4.6.1

Date: 13 August, 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.

System updates:

Default Opening of New Transaction Forms

For Role(s): All Users

New Transaction Forms are set up as default for the below types of transactions.

Transaction type		New transaction form as default option
1	Buy
2	Sell
3	Investment
4	Income
5	FX
6	Fee
7	Withdrawal
8	Security Transfer

New form is opened by double click. Old transaction form is available in “…” → Open old transaction window

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Feature Benefits
- Streamlined Process
- User Convenience
- Increased Productivity

Updated Portfolio Workflow Start Page Design

For Role(s): Back Office, Client Administrator

The design of the Portfolio Workflows start page has been updated.

Feature Benefits
- Improved Usability
- Streamlined Navigation
- Enhanced Visual Clarity
- Increased Efficiency

Included filter by Account for Bank Account(s) added to Portfolio Creation

For Role(s): Back Office, Client Administrator

In the Portfolio creation workflow, when adding a bank account, the system now filters available bank accounts based on the Account from the previous step, ensuring only relevant bank accounts are displayed.

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Feature Benefits
- Improved Accuracy
- Streamlined Workflow
- Better User Experience

Fixed automatic Income generator window

For Role(s): Back Office

Fixed automatic Income generator window which is triggered when a manually created transaction is approved or an order is executed, where Instrument Asset Type is “Fixed Income” or “Equity” and Trade Date is less than today's date.

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Feature Benefits
- Accuracy
- User-Friendly
- Reduced Errors

Added automatic refresh of Transaction table

For Role(s): Back Office

When Transaction is approved, the system automatically refreshes the Transactions table.

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Feature Benefits

Enhanced Data Accuracy
User-Friendly Interface

Updated Private Asset Flow Design

For Role(s):Users with permission for private assets

When creating a private asset within a Virtual Portfolio, the initial step now displays the asset icon and type in a single line by default. If the user selects a "Tangible" asset type, the field will automatically split into two, adding a Asset Subtype field. Otherwise, the interface will retain the simplified layout with just the icon and asset type.

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Feature Benefits
- Improved User Interface
- Dynamic Form Fields
- Enhanced Clarity

Fixed creation of transaction to private equity on position

For Role(s):Users with permission for private assets

Fixed instrument loading in transaction for private assets.

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Feature Benefits
- Improved Accuracy
- Reduced Errors

This release note provides an overview of the latest updates and features introduced in Re:Luna - Version 4.6.1 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.