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January 2017 Release Notes

Release Notes (January 2017)

Fundriver has released a number of updates to enhance the security of the site. This document provides notes on each item. These changes are effective as of 1/31/2016.

 

Email Sent when Password Changes. Whenever a user’s password is changed, the user will get an email at the address they use to login to Fundriver. This email will inform them that their password has changed, and that they should contact their administrator or Fundriver support if they did not request this change. This adds an extra layer of security to prevent unauthorized use of the site.

 

Password Security Level and Expiration. Under the Account Settings page, there will be a place where Fundriver Administrators can turn on/off a higher password security feature, as well as set the number of days before passwords expire.  There is also an option to have higher password security, but not have passwords expire.

  • Account Settings page > Access Settings - Passwords section

 

Limited File Types for Upload. There are three pages in Fundriver where files can be uploaded (note that not all clients have access to all pages, as they vary with Fundriver product level).  The types of files that can be uploaded on these pages are now limited to the following:

 

 

Fund Profile page  Documents section

Allowable file types:  .doc, .txt, .docx, .pdf, .xls, .xlsx, .rtf, .png, .gif, .jpg

 

Investment Portfolio (Manager) Documents page

Allowable file types:  .doc, .txt, .docx, .pdf, .xls, .xlsx, .rtf, .png, .gif, .jpg

 

 

Transaction Entry  GL Import page

Allowable filed types:  .txt, .csv, .xls, .xlsx

 

 

If you have any questions about this release to Fundriver, please don’t hesitate to contact us at support@fundriver.com!

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