UCITS Cross-Border Notifications Migration: Difference between revisions

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<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]]




==Rejected notifications==


'''Before'''


[[File:HomePage-Action buttons_Before.png|800 px]]
[[File:Rejected Notification_After.PNG|800 px]]


'''After'''


[[File:HomePage-Action buttons_After.png|800 px]]
==Main Page – Notification Search - Filters==


===Rejected notifications===


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


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






'''After'''
=Notification Process=


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


===Main Page – Notification Search - Filters===
==Fund Selection==


'''Before / After'''


[[File:Notification Search-Filters Before-After.PNG|800 px]]
[[File:Fund Selection=After.PNG|800 px]]


==Notification Process ==




===Fund Selection===
===Filters===


'''Before'''


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






'''After'''
==Marketing of Shares==


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


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




====Filters====


'''Before'''
===Filters===


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


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




'''After'''
===Select Cells===


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


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


'''Before'''


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


===Manage Country===




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


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




====Filters====
==Document Management==


'''Before'''


[[File:Marketing of share - Filters =Before.PNG|800 px]]
[[File:Document Management = After.PNG|800 px]]






'''After'''
===Manage all documents===


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




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


'''Before'''


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


===Import===




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


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




====Manage Country====
===Set Bulk Parameters===


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


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




===Fundsquare Library===


'''After'''


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


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


===Document Management===




'''Before'''
===User Library===


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




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


'''After'''


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


==Notification Letters and transmission==


====Manage all documents====


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


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


====Import====


'''Before'''
===Errors===


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


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




'''After'''


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




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


====Set Bulk Parameters====


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


===Complete the Letter===


====Fundsquare Library====


'''Before / After'''
[[File:Notification letters - Complete the Letter = After.PNG|800 px]]
 
[[File:Fundsquare Library=Before-After.png|800 px]]
 
====User Library====
 
'''Before'''


[[File:User Library = Before.png|800 px]]




=De-registration=


'''After'''


[[File:User Library = After.png|800 px]]
The user can start a de-registration by clicking on “De-registration” button.


===Notification Letters and transmission===
[[File:2.3 – De-registration.png|800 px]]


'''Before'''


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


==Fund selection==


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


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


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


===Documents Settings and Transmission===


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


'''Before'''


[[File:Notification letters - Errors = Before.PNG|800 px]]
===Select a Country===


The user must select the wanted country


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


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


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


===File Selection and De-registration===


====View Content====
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>


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


[[File:Notification letters - View Content = Before.PNG|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]]


'''After'''
===Confirmation pop-up===


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


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


====Complete the Letter====
[[File:2.3.2.4 – Confirmation pop-up.jpg|600 px]]


'''Before'''


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


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


 
1. NOTFBR <br>
'''After'''
2. NOTFDB <br>
 
3. NOTFBH <br>
[[File:Notification letters - Complete the Letter = After.PNG|800 px]]

Latest revision as of 14:45, 26 September 2024

Obsolete page

Home page Return homepage

Main Page


HomePage


Rejected notifications


Main Page – Notification Search - Filters



Notification Process

Fund Selection


Filters


Marketing of Shares


Filters


Select Cells


Manage Country


Document Management


Manage all documents


Import


Set Bulk Parameters


Fundsquare Library


User Library


Notification Letters and transmission


Errors


View Content


Complete the Letter


De-registration

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


Fund selection

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


Documents Settings and Transmission


Select a Country

The user must select the wanted country


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.

Confirm or Cancel

The user can confirm or cancel the de-registration

Confirmation pop-up

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


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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