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Release Notes - September 2024

Summary of platform updates from 09.01.2024 - 09.30.2024

Updated over 8 months ago

09.13.2024 | Client Portal 5.87 Release

Minor Data and Display Issue Resolutions

In this release, we resolved minor issues affecting data display and report accuracy. Our team corrected an invalid value issue and refined the platform to prevent similar occurrences. Additionally, we identified and fixed the root cause of a reporting error, ensuring that users can now access accurate data. These updates enhance platform reliability and improve overall user experience.

09.18.2024 | Client Portal 5.87 Release

HOTFIX: Concepts Displaying as 'Not Processed'

This week, we released a Hotfix to improve data display on the platform. Some concepts, namely Facility Size, Facility Tenor, and Maturity Date, were incorrectly showing as "Not Processed" within the document analysis, even though they had been successfully processed. Our team quickly identified and resolved the issue across the platform, ensuring smooth and accurate performance moving forward.

09.19.2024 | Client Portal 5.89 Release

Ability to Trace Instance IDs

As documents are processed as operations or enhanced instruments, Street Diligence allows users to track data points related to each deal instance or tranche with Instance IDs. These are unique identifiers at the tranche level to help streamline workflow by ensuring every data point within a deal is easily traceable. Not only do these data points exist, but users can add their own data points to each Instance ID upon request. All fields would then be editable and exportable to Excel for each instrument on the platform.

For more information, please contact support@streetdiligence.com.

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