07.02.2024 | Client Portal 5.81 Release
Improvements to Document Submission Portal
This release focuses on improving the user experience with document uploads in the platform. We've resolved an issue where selecting "Rating Letter" as the document type caused the subtype field to require input without displaying any options. This fix ensures that users can now correctly select "Rating Letter" and see the appropriate subtype options, making it easier to categorize and identify all uploaded rating letters.
Improvements to Scoring Logic
This release enhances the handling of data for Basket - Summary tags on the platform. We've updated the logic to ensure that when EBITDA is not provided in a deal, it will be treated as "null" or "n/a." As a result, no tag score will be calculated in these instances. This update aligns with the existing approach for Ratio Test concepts, providing a consistent treatment across all Basket - Summary concepts and improving the overall accuracy and reliability of data representation.
07.16.2024 | Client Portal 5.82 Release
Additions of Entity IDs to Recurring Revenue deals with Operations
This release is focused on improving the visibility of instrument details on the platform. We've addressed an issue where the instance ID for Recurring Revenue with Operations instruments was not displayed in the user interface, even though it appeared in reports. With this update, the Tranche (Entity) Instance ID for Recurring Revenue with Operations instruments will now be displayed consistently across the platform, including on the Document Analysis, Compare Metric, and Compare Language pages. This enhancement aligns the display of Recurring Revenue with Operations instance IDs with other entity-based instrument types, ensuring a more uniform and comprehensive user experience.