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Release 212 of the Bipsync Research Management System (RMS) is now available. In this release we’re improving the way that Bipsync manages relationships between documents and entities, while also making it easier for users to browse classifications containing significant numbers of items.

Improved Document Relationship Management

An essential component of any modern RMS is its ability to relate documents and entities to one another. Bipsync has offered such functionality for some time, but in this release we’ve introduced a brand new implementation which simplifies the process behind the scenes. This simplification has led to performance improvements across the RMS, particularly on dashboards. If you’re interested in the technical work involved in this change, this blog post goes in to more detail.

Grouped Classification Display

When browsing long lists of items, it’s often easier to navigate when the items are grouped alphabetically. This approach was already in place for our contacts list, but in this release we’re expanding support to our classification list too, which is used by clients to display companies in a security master, fund managers, asset classes and many other entity types.

This is optional configuration so you’ll need to speak to your CSM to enable it, but when active you’ll see the list grouped by the first letter of the entity’s name, like so:

This image illustrates items in a classification, grouped alphabetically by the first letter of the item's name.

Bug Fixes and Improvements

  • Improved Excel spreadsheet exporting
  • Defaults for grid widget columns and filters can now be set on a per-dashboard basis.
  • Research can be duplicated via a right-click context menu accessible from the note list.
  • Additional icons are available for use with custom classifications and pipelines.
  • Improved the display of lengthy field values in custom widgets.
  • Improved note rendering to handle certain unusual formatting techniques.
  • Stale grid data is removed more aggressively.
  • Workflow items which have progressed to inactive stages can optionally be excluded from search results.
  • The grid widget supports pinning a single column to the left-hand side, which remains in place as the grid scrolls horizontally.
  • Fixed an issue which prevented inline comment highlights from being removed when the comment was deleted.
  • Fixed an issue which prevented images from being pasted into HTML fields.
  • Fixed an issue which prevented the a menu from closing after sharing a note by email.
  • Fixed an issue which caused grids to not be filterable by EOD Stock Price fields.
  • Fixed an issue which caused items in a custom widget to be sorted incorrectly.
  • Fixed an issue which prevented “find in” from working in the note editor.


Please get in touch with us if you’d like to discuss any of these changes in more detail.