In Sprint 45, we refined the review and release process for sell-side interactions within Resource Tracking.
Resource Tracking: Refined Review & Release Process
The existing accept/reject settings have been supplemented with advanced functionality to highlight the interactions that should be manually reviewed.
With this enhancement, users now have control on three levels:
- Evaluate the interactions to review,
- Identify the interactions to automatically accept or reject, and
- Utilize the default accept or reject setting for remaining interactions not identified in the first two levels of control.
Furthermore, in response to Brexit and MiFID II sensitivities, a new parameter for investor office location has been added. For example, investors can enforce additional review around interactions with investor attendees working from European offices.