EDM Warehouse 18.1 Release Notification

10 July 2018

IHS Markit is pleased to announce the v18.1 release of our Enterprise Data Management Warehouse (EDM Warehouse) software which is now generally available.

The highlights of this release are:

Disclosures

A self-service tool to manage disclosures. Fully integrated with EDM Warehouse Reporting Platform.

• Disclosures presentation on EDM Warehouse UI Web and PDF.
• Define disclosure content formatting such as bullets, alignment, insert hyperlink etc. for presentation.
• Define rules to control what, where and when to display disclosures. 
• Create rules to display disclosure based on inquiries, accounts, fund or fund share classes.
• Control the period for which disclosure should appear on the inquiries.
• Group disclosures for logical presentation on Web and PDF.
• Custom inquiries can be configured to inherit disclosure rules from parent inquiries.
• Save in-progress disclosure work in draft mode. 
• Approve disclosures before publishing on EDM Warehouse UI.   
• View full detail of all changes submitted by the maker. 
• See previous and new values before taking action. 
• Robust in-build UI validation (mandatory fields, start and end compare checks etc.) to aid users in better disclosure management.

User Interface Updates

Updated Inquiry Templates

Extended Security Classification Position List 

• The template is enabled for navigation to other inquiries (transactions, holdings, lots etc.).
• The template allows users to view positions for which analytics are not available in Accumulated Instrument Characteristics table (ACCUM_ISS_CHAR_HIST).

Data Model Enhancements

New Tables 
 

• New Module - Introduced to store disclosure and disclosure rule information. All content management tables are prefixed with CM.
• Content Master Content Group (CM_CONTENT_GROUP)
• Content Master Content Information (CM_CONTENT_INFO)
• Content Master Content Type (CM_CONTENT_TYPE)
• Content Master (Master) (CM_MASTER)
• Content Master Content State (CM_CONTENT_STATE)
• Content Master Content Rule Type (CM_CONTENT_RULE_TYPE)
• Content Master Rule Type Search Columns (CM_RULE_TYPE_SEARCH_COLUMNS)
• Instrument Index Constituents Characteristics (ISS_INDX_CNSTNT_CHAR).

Unique Key Updates 

• Unique Key Update - Instrument Event History (ISS_EVNT_HIST) table allows storage of corporate events by event type. 

Column Additions and Updates

• 4 Industry Standard Fields added to Instrument Characteristics (ACCUM_ISSUE_CHAR_HISTORY).
• Data Type Change from float to decimal for all tables used in EDM Loaders. 
• Standard and User Defined fields added to Benchmark (GP_BNCHMRK), Index (GP_INDEX) and Instrument Index Constituents (ISS_INDX_CNSTNT).

Platform Certification

• Certified with Window Server 2016
• Certified with SQL Server 2016 - Enterprise 
• Certified with IIS 10
• Certified browsers 
• Chrome version: 67.0.3396.87 
• IE 11 with compatibility mode off.
• Microsoft Edge.  
• Certified with EDM - v18.1.29.4

Decommissioned Components

Post-EDM-EDM Warehouse integration, the following EDM Warehouse components are decommissioned.

• EDM Warehouse Recon Module 
• Developer Tools 
• Operation Explorer 

Structured Logging (API Services)

• New logging functionality added for API services used in Disclosures and Account Group Management.
• Logging moved from file-based storage to DB storage to allow for ease of query and analysis of data. 

New table added - DBO.GLOBALLOG

For additional information about this release please see the EDM Warehouse v18.1.0.94 release note.