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Home > Salentica Releases for Engage > Data Broker Releases for Engage > Data Broker Release Notes Timeline for Engage
Data Broker Release Notes Timeline for Engage
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Mar 20, 2024

Here you can find a list of the Data Broker Release Notes for Engage. Please click on the links below to learn more about each release. 

March 2024.4

Click here for full release notes.

Black Diamond

Enhancement

  • Relationship Upload is now more dynamic and is better able to consume changes to the API

Fixes

  • Resolved an issue where the Import Households/Relationship Radio button selection was not retained
  • Data Broker now provides clearer error messaging for the Object Ref error
  • Resolved an issue where Data Broker produced an error if the Address fields were not mapped on the Household/Relationship entity 

 

Chronos

  • Resolved an issue with the Chronos rounding logic
  • Resolved an issue where Chronos jobs completed successfully even though mappings were missing

 

Innotrust

  • Resolved an issue where a single Contact Upload failed but no error message displayed

 

Schwab

Enhancements

  • We have updated the Schwab Enrollment Status Inquiry services to REST API

Fixes

  • Resolved an issue where the IgnoreNewAccounts flag was sent, but not applied
  • Resolved an intermittent Undefined Error on Schwab Transactions Load

February 2024.3

Click here for full release notes.

All Integrations

  • Resolved an issue where an asset class or segment duplicated or failed to load during the daily bulk data job
  • Resolved an issue where the Security Name (text) field was not available in the Skyline/Broker Configuration to be mapped
  • Resolved an issue where a duplicate account would cause an error that stopped the daily bulk data job

Black Diamond

  • Added country as part of the Relationship Address when selecting the Upload to Black Diamond button
  • Resolved an issue where the address was not being sent to Black Diamond when using the Upload to Black Diamond button on the Relationship

Chronos

  • Resolved an issue with Chronos not calculating the age of a Relationship correctly
  • Resolved an issue where the Send to LaserApp button was not showing on Contact records 

Modestspark

  • Resolved an issue where the custom URL field became required

Schwab

  • Resolved an issue where holdings jobs were either causing errors or failing
  • Resolved an issue where the restriction code, address, and restriction type were not loading

Tamarac

  • Asset Allocation for financial account records is now available to be calculated

January 2024.2

Click here for full release notes.

This release prioritizes bolstering overall stability and resolving issues reported by our users. 

Addepar 

  • Resolved an issue where available fields to map were incomplete
  • Resolved an issue where Household records created duplicates without an external ID
  • Resolved an issue where Calculated fields for TWR and IRR were not showing data

Advent

  • Resolved an issue with Advent Integration Field Mappings (Dynamic Mappings)

Black Diamond

  • Resolved an issue where the Post to Timeline button was not appearing on Task, Email, and Event records
  • Resolved an issue where Asset Class was not updating on Holdings 
  • Resolved an issue where the Relationship Upload button failed for existing Relationships in Black Diamond

Laser App

  • Resolved an error presented when a dataload mapping does not exist for Households

Modestspark

  • Data Broker now supports custom URLs for Single Sign On
  • Resolved an issue where the Modestspark login button was giving an error and not redirecting

January 2024.1

Click here for full release notes.

Features

Black Diamond (Beta)

  • Beta testing phase for Bulk Update feature in Black Diamond 

Innotrust (Beta)

  • Beta testing phase for Bulk Update feature in Innotrust

Fixes

Advent and Tamarac

  • Resolved a challenge affecting Advent and Tamarac clients, specifically in the Household rollup functionality

December 2023

Click here for full release notes. 

Features:

  • Black Diamond
    • We continue to build foundational updates for Bulk Update of Contacts from Elements into Black Diamond. This is the second of three installments
  • Innotrust
    • We continue to build foundational updates for Bulk Update of Contacts from Elements to Innotrust. This is the second of three installments

Fixes:

Black Diamond

  • Resolved an issue where the Relationship was blank in Black Diamond when using the Black Diamond Post to Timeline button

November 2023

Click here for full release notes.

Features:

  • Black Diamond
    • The first foundational updates for Bulk Update of Contacts from Elements into Black Diamond will be built into Data Broker. We will release updates in installments and all three installments will be necessary for the bulk update to function
    • Update to the format of the Salentica Data Broker ID
  • Innotrust
    • The first foundational updates for Bulk Update of Contacts from Elements into Innotrust will be built into Data Broker. We will release updates in installments and all three installments will be necessary for the bulk update to function

Fixes:

Multiple Integrations

  • Resolved an issue with scheduled jobs not running for Orion and Tamarac and the Chronos service in Engage
  • Resolved an issue with records without an external ID being duplicated

Black Diamond

  • Black Diamond bulk data loads will no longer run on holidays (US Market-based holidays)

Schwab (Beta)

  • Resolved an issue with multiple bulk data integrations on a single record

 

September 2023

Click here for full release notes.

Features:

  • Black Diamond
    • Option to use Relationship Name or Display Name 
  • Schwab Move Money button available as Consolidated Button
  • Infrastructure Improvements

Fixes:

  • Various fixes & optimizations

May 2023

Click here to read full release notes.

  • Schwab and Black Diamond Multiple Persistent Data Feeds (in Beta Release)
  • Updated Black Diamond Relationship Button
  • Addepar Billing Data Updates
  • Orion Landing Page Update
  • How to Check Your Data Broker Version

January 2023

Click here to read full release notes.

  • New Consolidated Buttons in General Release
    • Addepar Login link
    • Black Diamond
      • Login Link
      • Post to Timeline
      • Upload Household
    • Laser App Login
    • ModestSpark Login
    • MoneyGuidePro Login
    • Orion Login
    • Schwab Move Money
    • Envestnet Tamarac Login

Fall 2022

Click here to read the full release notes.

  • New Consolidated Buttons (in Beta Release)
    • Addepar Login link
    • Black Diamond
      • Login Link
      • Post to Timeline
      • Upload Household
    • Laser App Login
    • ModestSpark Login
    • MoneyGuidePro Login
    • Orion Login
    • Schwab Move Money
    • Envestnet Tamarac Login
  • Addepar Integration moving from Beta to General Availability
  • DST, Orion, and Tamarac now run Monday-Friday
  • Infrastructure improvements to increase processing efficiency
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