Quantum Ideas Portal
Welcome to the FIS Treasury and Risk Manager - Quantum Edition Aha! Ideas Portal.

By visiting this portal, you will be able to contribute towards the evolution of the Quantum solution through interactions with other Quantum users, FIS trusted partners and FIS staff from around the world. Each Portal User receives 5 votes. Each user is allowed 1 vote per idea. Votes are reset when an idea is in a final state i.e. Shipped (delivered in the product).

Users will receive weekly email updates that highlight new activity. Users will receive emails for their created ideas when:

  • Status changes

  • Comment changes

Be aware that when you post content, other community members will see your name. FIS is not responsible for content posted by other Aha! Ideas Portal Users.

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Cash Management

Showing 9

Move Away from "ALL" Being the Default Query Selection on Dealing Screen

This feature would prevent default dealing screens (including AC/PC deals and Cash Transfers) from loading "ALL" as a default. With the way that Quantum operates, defaulting to "ALL" rarely, if ever, represents a justified use case, but conversely...
Logan Harris about 2 months ago in  5 Future consideration

Use bank account defaulting rules for Cash transfers

We are trying to create a rule (Counterparty Bank account Default rule) that bypasses EFT creation for receipt side of cash transfer, however due to limitation of Quantum functionality to setup the rule in bank transfer payment it is using the del...
Dennis Dongelmans 14 days ago in  1 Future consideration

AC Deal screen should consider Strategy change as Financial Change

AC Deal screen should consider Strategy change as Financial Change. The change to Strategy should trigger custom workflow to reverse the RAN with RANCAN.
Ravi Devulapalli 4 months ago in  1 Future consideration

CashXplorer searchability & results on one page

Include a search bar to query CashXplorer results. Provide an option (ideally in the Properties tab) to include more than 100 line items per page (i.e. 100, 250, 500, 1000, ALL). Would also be nice to have infinite scroll.
Carlo Spagnuolo 9 months ago in  0 Future consideration

Run Detail Match will run for all linked accounts even when filter = Unreconciled

If you specify the Reconciliation Status in the Query = Unreconciled, then the Run Query will bring back just unreconciled accounts. However, if you then Run Detail Match via the Page Menu, the query will run on all accounts irrespective if reconc...
Mark Zumbraegel over 1 year ago in Requests 0 Future consideration

Run Prior Day/Intra Day Match Process asynchronous on the server

Currently, the Prior and Intra Day Match process isn't run asynchronously on the server. That means if a user launches the match process and the session times out (for example, the user steps away), then the process fails. This mod would allow the...
Mark Zumbraegel over 1 year ago in Requests 0 Future consideration

Bank import monitoring needs to record automatch_datetime_start, intraday and automatch_server

During my recent workshop at client aimed at working though bank rec issues and performance items we found that the current monitoring we have is not sufficient. We had to extend this with the use of a trigger. Afterwards we could easily locate pr...
Suzanne Cooke over 2 years ago in  0 Future consideration

Support use of Variant Pages for Internal Deal Creation

CashXplorer & Bank Reconciliation to allow use of variant pages for creation of internal deals.
Suzanne Cooke over 4 years ago in  0 Future consideration

View/Run User Group security on Public Reports

Currently you can save the reports as only Private or Public. In case of Public all users can access them. We would like 3rd option to be able to share the reports with only specific User groups as defined in security setupCurrently you make the r...
Mark Zumbraegel almost 5 years ago in  0 Future consideration