List of high-level enhancements requested for implementation in Docs in 2019.
|Initiate and action agreements in bulk||Initiate multiple agreements at once. Take actions such as approval and edits on multiple agreements at one time|
|Manage a single rate schedule across multiple agreements||Maintain a single rate schedule in the rate schedule library that appears on multiple agreements. Updates to library rate schedule result in agreements updating|
|Ability to update agreement data and approve agreements using an API||Update agreement data and approve agreements using an API|
|Show exact changes in the agreement history record||Display exact updates to the agreement in the agreement history record in addition to the general changes shown|
|News center in Docs showing agreement updates||Display updates that are currently emailed in a Docs notification center|
|Updated product reference data with new product groups||Enhance the Docs product reference data with additional product groupings|
|Party product exclusions||Maintain for each party a set of products that should never appear on agreements so they are automatically removed from agreement rate schedules|
|Self-service of Docs reports (clearing accounts, rate schedules etc.)||Provide commonly requested reports directly in Docs. Clearing account, rate schedule, party contacts|
|Connectivity between Docs and OCR to manage accounts and party information||Consolidate Docs and OCR clearing account and firm data to maintain one set of data across both systems|
|Prioritize non-executed agreements in Dashboard based on outstanding brokerage||Use outstanding brokerage from Atlantis to prioritize agreements in the Docs dashboard|
|Provide time to execute statistics and other metrics for Docs||Show metrics on time to execute to Docs users and provide reports on changes over time|
|Updated agreement search||Update agreement search to improve useability and ability for firms to identify agreements.|
|Process account addition requests from Atlantis users||Workflow for Docs users to manage account addition requests coming from Atlantis|
|Process rate addition requests from Atlantis users||Workflow for Docs users to manage rate addition requests coming from Atlantis, including rejecting request back to Atlantis users.|
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