IRESS – Trigold Prospector v11.1 Trigold Prospector v11.1 Release Note Date: April 2015 www.iress.com April 2015 1 IRESS – Trigold Prospector v11.1 Contents 1. Introduction ............................................................................................................................................ 3 2. Trigold Prospector Release V11 ........................................................................................................... 4 2.1. Summary of what’s included in Release ................................................................................. 4 3. New Enhancements ............................................................................................................................... 5 3.1. Updated Terms and Conditions .............................................................................................. 5 3.2. XPLAN Mortgage Data Transfer ............................................................................................. 5 3.3. Rebranding of the Maintenance tool ....................................................................................... 6 3.1. New Build product changes .................................................................................................... 7 4. Bug Fixes ................................................................................................................................................ 8 4.1. ssubtmr6.dll becoming unregistered ....................................................................................... 8 4.2. Error 7 Out of memory............................................................................................................ 8 4.3. Error 381 occurring in new client load process ....................................................................... 8 4.4. Adobe script error................................................................................................................... 8 4.5. Windows 8 updates ................................................................................................................ 8 4.6. Fact Find affordability screen validation ................................................................................. 8 © 2015 IRESS April 2015 2 IRESS – Trigold Prospector v11.1 1. Introduction This document details what is covered within the V11.1 release of Trigold Prospector. All enquiries regarding this response should be addressed to: Julian Bailey Business Analyst Warwick 1 Kingmaker Court Gallows Hill Warwick CV34 6DY Email: April 2015 Julian Bailey@iress.co.uk 3 IRESS – Trigold Prospector v11.1 2. Trigold Prospector Release V11 2.1. Summary of what’s included in Release Updated Terms and Conditions XPLAN Mortgage Data Transfer Rebranding of the maintenance tool New Build product changes BUGS April 2015 o ssubtmr6.dll becoming unregistered o Error 7 Out of memory o Error number 381 occurrences o Adobe script error o Windows 8 Update o Fact Find affordability screen validation 4 IRESS – Trigold Prospector v11.1 3. New Enhancements 3.1. Updated Terms and Conditions The Terms and Conditions that apply to Trigold Prospector have changed. The new T&C’s are below. Trigold_T_and_C_Ma y_2014.pdf A pop up will appear to inform users of the change. This will be displayed to all users who are on 11.1 following a second online update 3.2. XPLAN Mortgage Data Transfer We are soon to launch a new online Mortgage system – XPLAN Mortgage, which contains a Trigold Sourcing module. As a Trigold Prospector user you will be able to transfer your client contact data from Prospector into XPLAN mortgage. April 2015 5 IRESS – Trigold Prospector v11.1 When you select the menu option the client list popup is presented and your client contact details are copied and transferred by selecting the client and then selecting the upload action button. You will need your login details for XPLAN mortgage in order to complete this process. These will be sent out to all user over the next few months. 3.3. Rebranding of the Maintenance tool The maintenance tool screen within Prospector has been rebranded to be in line with the new IRESS screen branding and style. April 2015 6 IRESS – Trigold Prospector v11.1 3.1. New Build product changes This change will not take effect directly when Prospector v11.1 is installed but will apply automatically when the sourcing data becomes compatible with the new functionality. The property details tab will change the position of the New Build selection prompt. Some products are ONLY available for New Build properties and therefore the change made will make sourcing more accurate. April 2015 7 IRESS – Trigold Prospector v11.1 4. Bug Fixes 4.1. ssubtmr6.dll becoming unregistered A number of users were having issues with the ssubtmr6.dll becoming unregistered in various cases and this results in Trigold Prospector not opening, when this occured no error message appears on screen. Prospector now detects if ssubtmr6.dll is unregistered and registers it. 4.2. Error 7 Out of memory Occasionally a user will receive an Error 7 Out of Memory message. This has a similar origin to the unregistered .dll issue above. Prospector will now re-reregister unregistered .dlls automatically. 4.3. Error 381 occurring in new client load process This error was caused by an incorrect data flag setting when loading a new client. The flag setting within the code has been changed to avoid recurrence of the error. 4.4. Adobe script error In a few situations, users were finding issues with opening up pdf documents from within Prospector when using adobe reader. This has now been resolved. 4.5. Windows 8 updates For users of Windows 8 who do not fully shut down their PC on a regular basis then there has been an incompatibility between Prospector and the Windows 8 automated updating software. This has now been resolved so that Prospector will run without issues. 4.6. Fact Find affordability screen validation The fact find has been amended so that when the user is on the Affordability screen, the expenditure type prompt is not mandatory if there is no value above 0 in the expenditure field. April 2015 8 IRESS – Trigold Prospector v11.1 April 2015 9 IRESS – Trigold Prospector v11.1 Technology for wealth management, financial markets and the mortgage industry. iress.com IRESS FS Limited, T +44 (0)845 068 1000 Offices in: 1 Kingmaker Court, F +44 (0)845 068 2000 Australia, Canada, Hong Gallows Hill, enquiries@iress.com Warwick, Warwickshire, www.iress.co.uk CV342015 6DY April Kong, New Zealand, Singapore, South Africa, United Kingdom. 10