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:
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We are currently awaiting feedback from the client regarding the specific request mentioned in the previous comment. In the meantime, the status will be marked as “Will not implement.” Once we receive the client’s feedback, we will update the status accordingly.
Hi, thanks for the feedback.
It is unclear from the description where those extra bank account columns are required. Is it required when selecting an Actual Cash Flow deal, when selecting an account number, or something else? Below are some suggestions what can be done now.
Selecting a Deal
This would currently have to be done using a workflow report that combines sources for Actual Cash Flows and Bank Accounts. Columns from each source can be selected to show side-by-side in the report. The Deal Number column will show up as hyperlinks that open the deal.
Selecting an Account Number
To add extra columns in the Account Number lookup, add the following configuration:
Create a Workflow Page configuration for Actual Cash Flow
Add a source for Bank Account
As the first column, select the Account Number
Add any extra column from the Bank Account source that is required to display
Set the Settings on the source to filter currency and bank to the currently selected value (this will reduce the amount of data this is being retrieved internally)
Add
<Field id="AccountNumber" source="Bank Account"/>to the XML to associate this source to the Account Number fieldWhen the lookup is now opened, the source will be executed and all values of the first column of the lookup will be matched to the first column in the source. For matching rows, the extra columns will be added. In the example, Country is a standard field and Authorised Signatory is an analysis code.