Portfolio Sync Interface

Bank-specific new features in Update 6.68.1

DZ BANK

ID

Type

Description

PI-8182

I

When importing the P573 file, there is no longer any need to make manual changes (Manually replace “DEPOTÜBERTRAG” with “WPDEPÜBERTRAG”).

PI-8181

B

[SWIFT]

Fractional adjustments following capital measures were not booked correctly for MT515 and MT566.

Julius Bär

ID

Type

Description

PI-8172

B

Errors are occurring when reconciling the ZIP files that have been delivered.

ID

Type

Description

PI-8243

B

[SWIFT]

The data from MT515 is not processed correctly during import due to missing exchange rates.

VP Bank

ID

Type

Description

PI-8218

I

Transaction type “528” is now processed correctly as “third-party expenses”.

PI-8093

B

Error “1000102” occurred during the import.