Welcome to the latest edition of the Data Broker Release Notes! We're thrilled to provide you with a thorough summary of the latest features and enhancements in our recent update. Our goal is to continuously improve and optimize your experience, ensuring that each release contributes to smoother operations. Take a look at the notes below to discover how this update can benefit your organization.
This update requires a solution update.
Contact Sync
This feature remains in the beta testing phase and will move forward with select clients after this release for both Black Diamond and InnoTrust.
Data Broker/Skyline
Skyline Configuration Screen Updates
All Integrations
- Refresh Metadata button now appears on the Entity Configuration page. The button also appears on the Schedule page. Metadata should be refreshed any time Entity settings or configurations are updated within Skyline/Data Broker.
Schwab/Skyline
- Updated Skyline Credentials page configuration to remove the Data Persistence User and Record Owner. User and Record Owner will default to the user that is authenticating into Schwab OpenView Gateway from Skyline.
Black Diamond
Enhancements
- Upgraded to Version 5 of Black Diamond API for data coming into CRM. This allows access to broader data including the future ability to access Contact files from Black Diamond.
- Modernized the OAuth process for Black Diamond access.
Fix
- Resolved an issue where an error was displayed in job logs when attempting to run an upload to Black Diamond.
Fixes
Chronos/Skyline
- Resolved a correlation error received when users added new Chronos mappings.
MoneyGuidePro
- Previously, if a PMS/PAS was used that did not include Households, and External ID needed to be pre-seeded. This is no longer required.
Modestspark
- Previously, a Modestspark Client ID that contained punctuation or connector, i.e. and, &, etc., an error was received. The integration now allows punctuation and connectors in the Client ID.
All Integrations
- Resolved an issue where Data Broker logs did not allow users to scroll through all steps of a job.
- Resolved an issue where Data Broker jobs were complete with errors, but logs did not show errors.
- Resolved an issue where financial accounts and holdings were duplicated.
Microsoft Solution 3.15.15637.14722
Salesforce Solution 2.25
Release Date August 14, 2024
