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KODIAK Libra Customer Integration

KODIAK Libra Customer Integration

2.6.22

Improvement/Bug fixes

  • Add environment variable to toggle whether the updater should update instruments or not. Defaults to true

  • Add empty list of accounts to portfolio if portfolio.BankAccounts is null in InsertOrUpdateAccount

2.6.22

Improvement/Bug fixes

  • Update all projects to .NET Framework 4.8 and change all builds to use x64

  • Fix null reference error for portfolio.BankAccount when SynchronizeAccountsFirstRun is set to true

  • Fix error that occurred when accounts had the same ExternalReferenceId but were connected to different customers

2.6.22

Improvement/Bug fixes

  • Update all projects to .NET Framework 4.8 and change all builds to use x64

  • Fix null reference error for portfolio.BankAccount when SynchronizeAccountsFirstRun is set to true

  • Fix error that occurred when accounts had the same ExternalReferenceId but were connected to different customers

2.6.21

Improvement/Bug fixes

  • Now the integration removes LEI Codes that are expired

  • Fix method for finding already attached accounts by using external reference id when available

  • Use external id to find accounts. Has parameter in settings (synchronize_accounts_first_run) that adds external id from the external system to the accounts on first run. — marvin / bitbucketweb

  • Merge with master. Make sure external system id is used with external account id to find accounts after running synchronize_accounts_first_run

  • Support for monitoring customer integration requests, added a parameter whether or not to monitor for customer integration requestsþ

  • Added parameters for interval for CustomerUpdater and CustomerIntegration pump.

  • Fixed invalidating customer data when it shouldn't for customer integration pump. Added parameter for how long to run the program should run.

  • Invalidate duplicate customers and portfolios in customer updater

  • Updated queries when filtering libra data by customerId or ssn

 

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