Follow the latest updates about new features and system improvements dedicated to our Product Hubs.
I. Confirmation hub
1. User focused manual matching improvements
‘Action required’ becomes ‘Match manually’
We’ve updated the label “Action required” to “Match manually” for greater clarity and alignment with user workflows. This change helps users immediately understand that a manual confirmation is needed, particularly for companies where automatic matching is not permitted. The goal is to make the matching process more intuitive and reduce confusion during this process.
Introducing ‘Data view’ for reconcile inbound PDFs
A new 'Data view' has been added to the Reconcile inbound PDF screen. This enhancement allows users to directly compare data fields from the inbound PDF and the outbound confirmation side by side. Matching fields are clearly shown, while differences are visually highlighted, making it faster and easier to identify discrepancies. This feature supports a more efficient and transparent manual matching process.
2. Introducing ‘Double signature’ as an answer type to your counterparty
We’ve enhanced the signing workflow by introducing a new ‘Double Signed PDF’ answer type, designed to meet legal and internal compliance requirements where two authorized individuals must sign a confirmation before it is sent to the counterparty.
This new setup enables companies to define two levels of signatories — for example, a back-office and a trader — ensuring that all confirmations meet double signature requirements.
With this enhancement, users can now configure:
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A default company signer for outgoing documents in 'Company Preferences';
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A personal trader signature in the 'User Profile', including an individual identifier linked to the trader name in the confirmation document;
When both signatures are properly configured, the system automatically applies them to the outgoing document, logs the event in the audit trail as 'Signing complete', and sends the double-signed PDF to the counterparty.
If any of the required signatures or trader details are missing, the document is placed in an ‘Update signature’ status. The user receives a clear notification describing what needs to be corrected (e.g. missing trader name, missing setup, or identical signatures). Once resolved, the user can simply click ‘Reprocess signing’ to complete the signing and resend the document.
This feature provides a more robust, transparent, and compliant signing process, ensuring confirmations are properly authorized before being distributed.