In 2022 Fundipedia onboarded more new clients than in any previous year.  Our teams created a range of new features in response to new and existing customer feedback that ensures Fundipedia continues to evolve to meet the ever-changing data management demands across our wider industry.

If you would like to see one or more of these features in action please get in touch for a demo.

A wide range of powerful enhancements are planned for 2023, including new additions to Fundi Launch Workflow that our clients use to drive down product lifecycle times and increase data accuracy.

One login for different environments

  • Users will now be able to log in to separate production/live, test, and dev environments using the same credentials,
  • Users will be able to view the environments they have access to through a central link.
  • Users must now log in with an email address/password or single sign-on.

Report Feed History

  • All downloads and executed schedules can now be viewed on the ‘Download History’ tab in the ‘Report Details’ section, allowing for a comprehensive audit trail of all downloads.

Report History

  • A new ‘History’ dashboard can be found in the ‘Report Details’ Tab on the Report page.
  • Option to leave a comment when saving any changes to lend extra context to the report history.

Report Template

  • Users can now create a report template – a set of configured filters that can be applied to new and existing reports.

Country Registrations

  • There is now a dedicated table for storing country registration data, called the Registration Matrix.

Record Templates

  • Records can now be assigned a ‘Record Template’.
  • Fields can be marked as either applicable or not applicable for a given record template.
  • Data in fields ‘not applicable’ for a record automatically output as “N/A”.

User Access

  • The login page has been updated for all environments.

Reporting Feeds

  • The report feeds screen allows authorised users to see the status of all scheduled reports.
  • It is now possible to ‘Download All Feeds’, using a new button at the top of the ‘Report Feeds’ page.

Report List User Interface

  • New left-hand menu to allow users to switch between reports and templates.
  • Users can filter the reports by my reports, bookmarked reports and reports which have been shared with the user.

Fundipedia Workflow Module

  • Optional module that can be added to Fundipedia
  • Added SLAs to actions to ensure that critical steps are escalated if not performed to a deadline
  • Enhanced audit trail and addition MI highlights actions in a workflow that regularly contribute to process delays for root cause analysis

Import Filters From a Template or Report

  • End users are now able to import filters from a saved report template or report.

New Custom Field Functionality

Additional functionality has been added to custom fields including the option to select:

  • A range of dynamic dates based around calendar months
  • Conditional values, allowing users to build simple logics directly into the report without the need to create a separate field and change event
  • A decimal output for percentage fields which will output their values as basis points.
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