An API was created to add accounts to the Tesouro Direto Activity. This new technology will enable querying information with greater security and resilience.

Importation of an Excel spreadsheet to speed up the Order Issuer maintenance process. The change will streamline and automate requests for lot addition, modification and removal.

An API was created to carry out the entry of Derivatives trades. This new technology enables querying information with greater security and resilience.

A new functionality was provided to send HTML brokerage trade confirmation through the SMTP server. This new technology allows users to be more agile and practical when sending brokerage trade confirmation.

An API was created to automate the Derivatives brokerage settlement. This new technology enables querying information with greater security and resilience.

We will provide the FLOOR (Minimum amount to be charged) and CAP (Maximum amount to be charged) assignment model for securities lending brokerage tiers. This delivery allows clients to have greater agility and efficiency and mitigate errors when collecting brokerage fees.

We created the broker entry option for clients of give-ups received. In this option, the system will carry out the reverse entry to integrate the financial module, thus offering greater agility and efficiency.

We have included a rule in the catalog (bvmf.196 message) informing that the target group has to be filled in cases where the delivered underlying asset is different from the original.

Improvement to GRC buyback execution. Creation of a message flow for executions by rule exception.

For Datawise Reports clients who need to download files on the website screen and use the content for analysis, a reference to the glossary material will be provided containing information on the layout of the files available in Datawise Reports. The delivery will make it easier for clients to understand the content of the files, and thus meet a demand often found in customer satisfaction surveys.

Currently, some clients use data from the UP2DATA Legacy/Old channel files, but they are changing their systems/reading to files with the UP2DATA format. The data contained in the Legacy/Old channel is stored in several different files, making it difficult to find the necessary similar fields. Therefore, the main benefit of this activity is the "map" from the Legacy file to the UP2DATA file, which will make it easier to find the fields in the files.