Changelog

Improvements

Integrations

Added Sumsub integration improvements

• KYC can now be initiated separately for Signing Authority (SA), Government Body (GB), and Beneficiaries (BEN).
• Each participant now receives a dedicated email with their personal verification link.

Expanded file upload functionality

• 10 document types available for upload at step 1.
• 3 additional document types available at step 3.

Enhanced questionnaires

• Added and updated fields across applications.
• For GB applications, it is now possible to specify a legal entity.
• Multiple Signing Authorities (SA) can now be filled in.

Admin Panel

• New dedicated Agent management panel.
• New Agent reports and contract management.

Backend: Authorization & Identity

Introduced a new User entity for unified authorization.

• Both Client and Agent are now linked to a User via the ‘user’ field.
• Keycloak now references users by ‘quant_user_id’ instead of direct client identifiers.

Backend: Legal Entity Account Opening

• Updates deployed for the account opening flow for legal entities.

Technical Changes

Significant changes in Refactoring & Build System

• Refactored core front-end components.
• Migrated to a new project build system.

Improvements

Deployment & Infrastructure

• Applications containerized with Docker, images stored in AWS ECR
• Custom Keycloak build with tailored SPIs and themes

Backend: Email integrations

• Integrated Mailgun for trigger-based (system-generated) and authentication (Keycloak) emails

Admin Panel: Client

• Government Body can now reference another legal entity as part of its data
• Added title field for Signing Authority (shown in UI and used in templates)
• New file types added

Admin Panel: Dictionaries

• Added centralized country dictionary
  • Now used in templates (full country names instead of ISO codes)
  • Czech Republic renamed; future renames configurable

Backend: Documents

• New legal entity templates for withdrawal of funds/assets
• Updated reporting templates:
  • Appendix 2 of the Agreement revised
  • Now includes title of Signing Authority, full country name
  • Signatures and stamp blocks added

Backend: Calculations

• New Fee Correction operation introduced

Bug Fixes

Admin Panel: Client

• Registration Date field was in a wrong format
• API routing issues fixed

Backend: Documents

• Minor template-related bugs fixed

Improvements

Backend: Application & Account Opening

• Introduced Legal Entity application workflow support
• Automated email notifications for secondary applicants, including a new email template type
• Added the ability to restart KYC processing for both primary and secondary applicants
• Completed Onfido integration for identity verification

Backend: Metrics

• Implemented portfolio performance metrics calculations

Backend: Deployment

• Enabled separation of client and admin application instances via Spring profiles

Client Front-end: Account Opening

• Implemented multi-step workflow for Legal Entity applications
• Enabled support for attaching multiple documents during the application process
• Integrated Onfido KYC verification and document signing pages
• Enhanced navigation logic based on application and client status

Admin Panel: Application Management

• Added a dedicated Legal Entity application page with comprehensive data display
• Redesigned KYC management to support multiple applicants and enable KYC restarts
• Introduced a new dictionary type for the English-language questionnaire

Admin Panel: Client & Orders

• Improved user experience in the Transactions table with enhanced filters and sorting capabilities
• Refined UX for the Orders table for better clarity and usability

Authorisation

• Enhanced Keycloak email templates for password reset and other auth-related events
• Added additional formatted forms to handle edge cases in the authentication process

Bug Fixes

Application Module

• Resolved issues with email templates formatting and delivery
• Fixed formatting and content issues in document templates

Admin Panel

• Applied multiple UX/UI improvements based on user feedback
• Added a dedicated “Documents” section under signing authority profiles

Improvements

Backend: Application & Account Opening

• Implemented full back-end support for account application workflows.
• Automated generation of document sets required for account opening based on client input and regulatory context.
• Additional dynamic placeholder types for document templates were introduced to support varied data scenarios and multilingual content.

Client Front-end: Account Opening

• Added user interface and end-to-end flow for initiating and completing account applications.
• Integrated multi-step questionnaire form.
• Form validation and UI feedback to guide users through the onboarding process.

Admin Panel: Application Management

• New interfaces for viewing and managing submitted account open applications.

Bug Fixes

Orders Module

• Increased decimal precision for exchange rate input in the Orders module to 4 digits.

Transactions Module

• Resolved filtering issues in the transactions form—filters now consistently return correct and complete data sets based on selected criteria.
• Improved and fixed filter queries in the transactions table.

Improvements

Client Front-end: Complete UI Redesign

• Modernised user interface with improved user experience
• Updated colour scheme and typography for better accessibility

Client Front-end: New Visualisation Components

• Interactive performance charts with real-time data rendering
• Dynamic asset performance cards with customisable metrics
• Comprehensive portfolio analytics dashboard

Client Front-end: Account Opening Flow

• Streamlined multi-step registration process
• Integrated KYC verification
• Automatic document generation based on user input

Admin Panel: Questionnaire Dictionary Type

• Added support for creating and managing questionnaires
• Configurable questions with multiple-choice capabilities
• Question and answer ID mapping for analytics tracking

Bug Fixes

• Non-time date values in the database were migrated to a standardised format
• Resolved date handling inconsistencies across the application
• Fixed timezone-related issues in reporting functions

Improvements

Backend: Client-Initiated Withdrawal Flow

• End-to-end process for asset and currency withdrawals
• Multi-step approval workflow

Backend: Client-Initiated Deposit Flow

• Streamlined asset and currency deposit processing

Admin Panel: Deposit & Withdrawal Management

• Enhanced dashboard for the manager role to review and approve orders
• Detailed transaction history and audit logs

Bug Fixes

• Fixed transaction confirmation issues
• Corrected security permission issues in approval workflows

Improvements

Backend: Document Template Processing Engine

• Advanced template system using Spring Expression Language (SpEL) and Moustache
• Dynamic content generation based on client data
• Support for PDF output format

Backend: Document Templates

• Added templates
• Localisation support for multiple languages

Client Front-end: Orders and Documents Pages

• Comprehensive order history with detailed status tracking
• Document repository with download capabilities
• Simplified document request workflow

Admin Panel: Redesign

• Intuitive tabbed interface for improved workflow
• Enhanced form validations for data integrity
• Streamlined navigation and action menus

Bug Fixes

• Resolved issues related to JSON data storage format migration
• Fixed multiple validation errors in form submissions
• Corrected permission-based access control issues

Improvements

Interest rates module has arrived:

• Base currency
• Rate start date
• Rate %

Improvements

• Client card module has arrived
• Client categories
• Client statuses
• Scrolling tabs with 20+ client parameters
• Personal information tab

Improvements

• Transactions module added
• Client module is attached to transactions module
• Transactions have types, credit/debit

Improvements

Fully functional client module is added.

Features:

• Filter,
• Sort order,
• Category binding,
• Date created,
• DB actions.

Improvements

Added dictionaries for:

• Bank Data (admin is able to add accounts in different currencies).
• Broker Data (admin is able to add broker information).