Difference between revisions of "UCITS Cross-Border Notifications Migration"

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Obsolete page
<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>


= Why this migration =
=Main Page=
 
 
*Migration to a new technology
 
*Improved user-friendliness and ergonomics
 
*Contemporary design and user interface
 
*Homogenous cross-module design
 
 
 
 
= Presentation of the new interface =
 
 
 
==Main Page==
 
 
'''Before'''


[[File:Main Page My Last 50 Notification Before.PNG|800 px]]
'''After'''


[[File:Main Page My Last 50 Notification After.PNG|800 px]]
[[File:Main Page My Last 50 Notification After.PNG|800 px]]




==HomePage==




===HomePage===
[[File:HomePage-Action buttons Before-After.PNG|800 px]]
 
 
 
'''Before'''
 
[[File:HomePage-Action buttons_Before.png|800 px]]
 
 
 
'''After'''
 
[[File:HomePage-Action buttons_After.png|800 px]]
 
 
 
 
===Rejected notifications===
 
'''Before'''
 
[[File:Rejected Notification_Before.PNG|800 px]]
 
 
 
'''After'''
 
[[Rejected Notification_After.PNG|800 px]]
 
 
 
 
===Migration summary for the main page===
 
[[File:Main Page Before after 1.png|800 px]]
 
==Entity Library==
 
'''Before'''
 
[[File:Entity Library Before 1.png|800 px]]
 
 
 
'''After'''
 
[[File:Entity Library After 1.png|800 px]]
 
 
 
 
==Fund Library==
 
[[File:Fund Library After 1.png|800 px]]
 
[[File:Fund Library Before-After 1.png|800 px]]
 
==Library Filters==
 
'''Before'''
 
[[File:Library Filters Before 1.png|800 px]]
 
 
 
'''After'''
 
[[File:Library filter After 2.png|800 px]]
 




'''Before After'''
==Rejected notifications==


[[File:Library Filters Before After 1.png|800 px]]


[[File:Rejected Notification_After.PNG|800 px]]




==Main Page – Notification Search - Filters==


==Document details and history==


'''Before'''
[[File:Notification Search-Filters Before-After.PNG|800 px]]


[[File:Document details and history Before.PNG|800 px]]






'''After'''
=Notification Process=


[[File:Document details and history After.PNG|800 px]]


==Fund Selection==




'''Before-After'''
[[File:Fund Selection=After.PNG|800 px]]


[[File:Document details and history Before-After.PNG|800 px]]




===Filters===




==Import==
[[File:Fund selection-Filter=After.PNG|800 px]]


'''Before'''


[[File:Import Before.PNG|800 px]]


==Marketing of Shares==




'''After'''
[[File:Marketing of share=After.PNG|800 px]]


[[File:Import After.PNG|800 px]]




===Filters===


<span style="background:red"> '''NEW:''': Set Bulk Parameters


[[File:Import Set bulk parameters New.PNG|800 px]]
[[File:Marketing of share - Filters =After.PNG|800 px]]




===Select Cells===




'''Before-After'''
[[File:Marketing of share - Select Cells=After.PNG|800 px]]


[[File:Import Before-After.PNG|800 px]]




===Manage Country===




==Action Selection==
[[File:Marketing of share - Manage Country = After.PNG|800 px]]




[[File:Action Selection Before-After.PNG|800 px]]


==Document Management==




[[File:Document Management = After.PNG|800 px]]


==Change Document Indexation==




[[File:Change Document Indexation Before-After.PNG|800 px]]
===Manage all documents===






[[File:Manage all document = Before-After.png|800 px]]


==Suggestions==


'''Before'''


[[File:Suggestion Before.PNG|800 px]]
===Import===




[[File:Import=After.PNG|800 px]]


'''After'''


[[File:Suggestion After.PNG|800 px]]


===Set Bulk Parameters===


[[File:Set Bulk Parameters.PNG|800 px]]


'''Before-After'''


[[File:Suggestion Before-After.PNG|800 px]]


===Fundsquare Library===






==Transmission==
[[File:Fundsquare Library=Before-After.png|800 px]]


'''Before'''


[[File:Transmission Before.PNG|800 px]]


===User Library===




'''After'''


[[File:Transmission After.PNG|800 px]]
[[File:User Library = Before-After.png|800 px]]






'''Before-After'''
==Notification Letters and transmission==


[[File:Transmission Before-After.PNG|800 px]]


[[File:Notification letters = After.PNG|800 px]]






==Consolidated view display==
===Errors===


'''Before'''


[[File:Consolidated view display Before.PNG|800 px]]
[[File:Notification letters - Errors = After.PNG|800 px]]






'''After'''
===View Content===


[[File:Consolidated view display After.PNG|800 px]]


[[File:Notification letters - View Content = After.PNG|800 px]]




'''Before-After'''


[[File:Consolidated view display Before-After.PNG|800 px]]
===Complete the Letter===




[[File:Notification letters - Complete the Letter = After.PNG|800 px]]




==Consolidated view transmission==


'''Before'''
=De-registration=


[[File:Consolidated view transmission Before.PNG|800 px]]


The user can start a de-registration by clicking on “De-registration” button.


[[File:2.3 – De-registration.png|800 px]]


'''After'''


[[File:Consolidated view transmission After.PNG|800 px]]


==Fund selection==


Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”


'''Before-After'''
[[File:2.3.1 – Fund selection.jpg|800 px]]


[[File:Consolidated view transmission Before-After.PNG|800 px]]


===Documents Settings and Transmission===


[[File:2.3.2 – Documents Settings and Transmission.jpg|800 px]]




==SSRS Exports==
===Select a Country===


'''New'''
The user must select the wanted country


[[File:SSRS Exports New.PNG|800 px]]
[[File:2.3.2.1 – Select a Country (1).jpg|800 px]]


[[File:2.3.2.1 – Select a Country (2).jpg|800 px]]




'''Before-After'''
===File Selection and De-registration===


[[File:SSRS Exports Before-After.PNG|800 px]]
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.<br>
'''<u>Note</u>''' : Please note the CSSF expects to receive a zip containing only denotifcation letter. No sub-folder is accepted.<br>


[[File:2.3.2.2 – File Selection and De-registration.jpg|800 px]]


===Confirm or Cancel===


The user can confirm or cancel the de-registration


[[File:2.3.2.3 – Confirm or Cancel.jpg|600 px]]


= Main changes =
===Confirmation pop-up===




*Name change: “Document Management” to “Document Library”
By clicking on “Transmission follow up module” the user is redirect to this module.


*The module is available in English only
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]]


*Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library


*New Bulk indexing parameters setting feature
===Feedback===


*Disparition of the “Selected” status for transmissions, transmissoin are now direct
Any feedback from the CSSF will be found in the Transmission follow-up.
These are in 3 files:


*The tab « Documents with indexation error » tab does not exist anymore
1. NOTFBR <br>
2. NOTFDB <br>
3. NOTFBH <br>

Latest revision as of 14:45, 26 September 2024

Obsolete page

Home page Return homepage

Main Page

Main Page My Last 50 Notification After.PNG


HomePage

HomePage-Action buttons Before-After.PNG


Rejected notifications

Rejected Notification After.PNG


Main Page – Notification Search - Filters

Notification Search-Filters Before-After.PNG



Notification Process

Fund Selection

Fund Selection=After.PNG


Filters

Fund selection-Filter=After.PNG


Marketing of Shares

Marketing of share=After.PNG


Filters

Marketing of share - Filters =After.PNG


Select Cells

Marketing of share - Select Cells=After.PNG


Manage Country

Marketing of share - Manage Country = After.PNG


Document Management

Document Management = After.PNG


Manage all documents

Manage all document = Before-After.png


Import

Import=After.PNG


Set Bulk Parameters

Set Bulk Parameters.PNG


Fundsquare Library

Fundsquare Library=Before-After.png


User Library

User Library = Before-After.png


Notification Letters and transmission

Notification letters = After.PNG


Errors

Notification letters - Errors = After.PNG


View Content

Notification letters - View Content = After.PNG


Complete the Letter

Notification letters - Complete the Letter = After.PNG


De-registration

The user can start a de-registration by clicking on “De-registration” button.

2.3 – De-registration.png


Fund selection

Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”

2.3.1 – Fund selection.jpg


Documents Settings and Transmission

2.3.2 – Documents Settings and Transmission.jpg


Select a Country

The user must select the wanted country

2.3.2.1 – Select a Country (1).jpg

2.3.2.1 – Select a Country (2).jpg


File Selection and De-registration

The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.
Note : Please note the CSSF expects to receive a zip containing only denotifcation letter. No sub-folder is accepted.

2.3.2.2 – File Selection and De-registration.jpg

Confirm or Cancel

The user can confirm or cancel the de-registration

2.3.2.3 – Confirm or Cancel.jpg

Confirmation pop-up

By clicking on “Transmission follow up module” the user is redirect to this module.

2.3.2.4 – Confirmation pop-up.jpg


Feedback

Any feedback from the CSSF will be found in the Transmission follow-up. These are in 3 files:

1. NOTFBR
2. NOTFDB
3. NOTFBH

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