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.

IHS Markit EDM Client Survey - 2018

IHS Markit EDM is committed to providing the highest quality of service and support to our clients and their businesses and to ensure continuous improvement, we would appreciate your participation in our latest client survey.  

The on-line survey will be available until 31st July 2018 via this link and should take approximately 8 - 10 minutes to complete.

IHS Markit EDM will use the information gathered to compare feedback from our previous Client Surveys to identify where we have seen improvement and where we need focus in the future.  We will be sharing the results of this survey at our upcoming Client Advisory Groups.

Thank you for your participation.

EDM 18.1 Release Notification

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

The highlights of this release are:

Data Manager - HTML5

• Data Manager Inbox Grid UI element upgraded to HTML5.
• All toolbar options now consolidated into the "Enable Editing" link.
• Legacy Data Manager Inbox can be enabled via a database configuration.

Web Admin - Users and Groups

• Ability to manage Users and Groups via the web admin console.
• Restricted to users that belong to the Web Administrator user group.

Chart Enhancements

• Inverted Y-Axis option has been added to chart configuration. The option inverts the Y-Axis to display positive values down the Y-Axis.
• Ability to sort stacked bar chart by total series value.
• Ability to display total series value within the doughnut chart.

Gauge KPI

• Improved HTML5 rendering of the Gauge KPI UI element. 
• No additional configuration required on upgrade.
• Improves the legacy Gauge component with additional features: two styles (half or full), label positioning (inside or outside), and export-to-image.

Number KPI

• A new Number KPI UI element within the Key Performance Indicator category.
• Simple intuitive display of information to highlight important information (e.g. Exceptions).

Combo KPI

• New Combo KPI UI element within the Key Performance Indicator category.
• Allows users to add 2-3 KPIs in a single element.
• Based on the Number KPI element, with additional visualisation settings for Number KPI, Sparklines, Gauge, and Doughnut.

Alternative Data - Spatial

• EDM now supports SQL Server data types Geometry and Geography.

Form Improvements

• Support for new features such as adding new records, controlling label positioning, and hiding field groups.
• Reworked toolbar for Data Generator Form View and Data Manager Form View.

Workflow Debug Window

• HTML5 grid rendering to improve performance compared with legacy grids.
• Improved usability as users can now interact with the workflow and dynamically see debug window updates.
• Ability to search and filter on workflow variables.

Favorites Element

• Redesigns the existing element which allows users to organise and display links to other workflows.

Last Constructed Redesign

• Redesigns the existing feature which shows the business logic used to derive the value for the selected row / column.

Core Matcher - Record Specific View

• A new element has been added to display core matcher details for a specific match.

Message Queues

• Support for Apache Kafka and Amazon SQS has been added to EDM.

Other Changes

• Colour Selections within existing thick client components have been linked to the CADIS.CO_COLOUR table and are available for use.
• Data Generator '"Edit Item Vertically" form has been updated to HTML5.
• Data Generator "Edit Item Vertically" form now only shows editable fields when performing a multi-record update.
• Value distribution modal has been enhanced.
• IHS Markit brand has been applied to the web UI.

Known Issues

• In some scenarios, deleting an entry from the Illustrator Template may cause an error in the EDM thick client.

For additional information about this release, please see the EDM v18.1.29.4 release note, and for the version documentation please see the EDM v18.1 version note.

Please contact your client manager if you are interested in upgrading to this release.