Quarter 1, 2024 ProLinkAIM Release Notes
ProLink Solutions is pleased to announce the Quarter 1, 2024 release. You've come to the right place to review what's new as well as additional tickets delivered.
UAT Build: February 14, 2024
UAT Rebuild: March 7, 2024
Production Build: March 14, 2024
What's New
The release introduces the following new functionality.
New Ownership Structure System Validation
When you add a new owner on a proposed schedule or replace an owner on the Deal Ownership Structure screen or the Fund Ownership Structure screen, the system now includes validation to prevent you from adding the owned entity as an owner entity.
Deal Ownership; Fund Ownership
System Creation of Version Records for New Year Financial Records
When you manually create a new Annual Financial record or Budget record on a deal (not through the New Year Process), the system will use the Deal Details OPA to determine whether to create version records for the financial record.
The system creates the specified version record(s) for new Annual Financial records based on the checkbox(es) selected on the Deal Details OPA: Final, Draft, Amended.
The system creates the specified version record(s) for new Budget records based on the checkbox(es) selected on the Deal Details OPA: Final, Draft.
SmartDox and User Defined Field Updates
ProLink updated SmartDox logic so that when you create a new object at the same time as populating a user defined field (UDF) for the object, the system will complete both record updates on the same SEND action.
Get Files from Procorem Updates
ProLink added the latest Uploaded By and Uploaded Date information to each file in the Get Files from Procorem popup.
Renamed the Single Sign On Configuration Setting
ProLink renamed the SSOIdProviderIsADFS configuration setting to SSOIdProviderIsMicrosoft.
Tickets Delivered
The release includes the following items.
Ticket Number | Description |
|---|---|
22719 | ProLink fixed the Reporting Type list on the Delivery Status tab of the Fund Investor Reports to sort by the PL_InvestorReportType picklist sort value. |
22852 | ProLink updated the Committee Reviews data view to include Property County as an available column as expected after the 23.4 release. |
Rebuild Tickets | |
22665 | ProLink made changes so you can view and edit the Legal Entity Financial Summary records from the Deal Details OPA screen even if you do not have Entity Modify or Read security privileges. |