In sprints 139 and 140, we introduced a voter-broker specific setup process and a matrix voting layout for Custom Components in Broker Vote.
Custom Criteria Update
We have improved the voter experience for our custom components in the following ways:
- Increased flexibility of the setup process so that voters are shown only their relevant brokers.
- Introduced a matrix layout in the voting tabs.
With the new setup, administrators can create custom vote components that contain only brokers who are relevant for the specific voter and/or the specific voting criteria. The combination of this new flexible functionality and our existing ability to create free-text criteria allows buy-side administrators to create a truly custom vote experience.
By presenting criteria in a matrix format instead of the traditional row format, voters can see all of the criteria associated with a broker in a single line (instead of through separate rows). Furthermore, criteria groups are presented as sub-tabs, allowing administrators to isolate related but separate information. For example, a custom trading component with Criteria Groups of Fixed Income and Equity can be presented with their own criteria.