We are delighted to present the release notes for Data Broker Release 24.1, marking a significant milestone in our ongoing commitment to delivering an exceptional user experience. In this release, we've incorporated new features, enhancements, and bug fixes, all aimed at elevating the performance, functionality, and overall satisfaction. This update will seamlessly roll out without needing any manual package or solution updates from your firm. Read more to find out how this latest version can help your firm. 

Features

Black Diamond (Beta)

• Effortlessly manage your contacts with our streamlined Bulk Update feature in Black Diamond, offering time-saving precision. Our goal is to enhance these efficiencies during our beta testing phase that's currently ongoing with a selected group of clients and stay tuned for the forthcoming general availability, where you can fully embrace the enhanced capabilities.

Innotrust (Beta)

• Effortlessly manage your contacts with our streamlined Bulk Update feature in Innotrust, offering time-saving precision. Our goal is to enhance these efficiencies during our beta testing phase that's currently ongoing with a selected group of clients and stay tuned for the forthcoming general availability, where you can fully embrace the enhanced capabilities.

Fixes

Advent & Tamarac

• Resolved a challenge affecting Advent and Tamarac clients, specifically in the Household rollup functionality, which was hindered by an external ID mismatch. The resolution ensures the smooth operation of this feature for improved client experience.

Salesforce Financial Services Cloud

• Resolved a challenge where bulk daily data loads encountered failure, stemming from an inability to assign records to the Undefined Account Records category. A single error had the potential to disrupt the entire job. We're pleased to confirm that this issue has been thoroughly addressed, ensuring the seamless progress of bulk daily data loads.