During this sprint, we expanded our commenting functionality, created new identifiers for data records, and opened up opportunities for users to export data from Roster Validation for quick analysis.
We’ve expanded our in-app commenting functionality with the ability for buy-side users to add rationale information for accepting or rejecting sell-side interactions, and also meet the compliance needs around documenting this information. The expanded commenting features include:
- For partial rejections, users can leave comments at the child-row of an interaction group so the sell side can understand exactly which part of an interaction was rejected and why.
- In the rejected tab, internal comments are now exposed in the UI along with the external comments (previously displayed as sell-side notes.)
Rich Identifiers for Data Records
To help investors trace and understand related interactions both internally in the portal and when imported to external business tools, we have made three new IDs available:
- Sellside ID: the ID submitted by the sell side. This is used to help the buy side reconcile data with sell side.
- OA Group ID: the ID generated for the buy-side interaction group as defined by the investor. Groups may be comprised of one, multiple, or partial interaction(s). This is used by the buy side to identify interactions.
- Allocation ID: the ID generated for each allocation of an interaction group. This is used to roll-up allocations to their interaction group.
Buy-side firms that enforce investor attendee Roster Validation can now export the unknown investor attendees and their relevant interactions into Excel for faster analyses. Simply use the Export to Excel button on top right corner of screen in Roster Validation.
Interaction Viewer for Inbox Requested Events
Requests that are booked against broker-provided events in our Forward Calendar Inbox can be opened in the same viewer, just like sell-side provided or buy-side entered interactions.