Release 219 of the Bipsync Research Management System (RMS) is now available. This release introduces a new way to link external users to research within Bipsync, and also has plenty of other smaller improvements and bug fixes.
Clients often ask for our recommended method of sharing research outside of the platform. There are many ways this can be done: by email, PDF exports, reports, and so on. However, if the aim was to provide a link to a document that someone could view within a web browser, it got a little trickier. Users with Bipsync accounts could be provided with a URL and simply view it as usual, but for users without Bipsync accounts, or for clients wishing to embed Bipsync research within other systems — within an iframe for example — there wasn’t a perfect option. Until now.
In this release we’re happy to announce Shareable Links, which allow users to optionally generate links to research documents that are accessible regardless of whether the user has a Bipsync account or not. The document is rendered in isolation, without any of the RMS’ UI but with all the metadata like tags and custom fields that add context to the document.
Depending on requirements, these links can be accessible to anyone who has the link, or they can require a cryptographic token to also be provided which adds an additional layer of security. Shareable Links can be managed from within the Bipsync RMS via the Note Editor ellipsis menu, or they can be created, retrieved and deleted programatically via our API.
Managing links via the RMS UI works well for research documents that need to be shared on an ad-hoc basis. For clients wishing to embed related research within other systems, the API approach is a great way to manage these links en masse. The applications are endless: consider the ability to provide additional context to trades within Portfolio Management Systems (PMS), or to share select research notes with the general public. One of the advantages of Bipsync is how easy it is to share information with others, and with Shareable Links a whole new class of users now have the ability to benefit from this capability. If you’d like to enable this feature for your installation, please let us know.
Bug Fixes and Improvements
- Added new API endpoints which allow a specific deleted document to be retrieved.
- Data which indicates which user last updated a document is now available within SQS/webhookpayloads.
- It’s now possible to add multiple tags to a document in one go, by holding shift as each item is clicked.
- Fixed an issue which caused transparent PNGs to be rendered incorrectly in exported notes.
- Grid rows can now be grouped by the value of a lookup field.
- Relationship fields can now be referenced in rule conditions.
- Dashboard load performance was increased.
- Users will now be prompted if they start to navigate away from a dashboard that has unsaved changes to fields.
- Grids can be filtered by columns where values are “not set” or have “any value”.
- Fixed an issue which could cause a note to not be shareable even if it was considered complete.
- Fixed an issue which meant users were notified of changes to notes that they had made themselves.
- Fixed an issue which prevented grid lookup filters from being persisted.
- Fixed an issue with the way tags were rendered in the note editor omnifield.
- Fixed issues with EOD stock pricing data for certain names.
- Fixed an issue preventing profile pictures for users from appearing in grids.
- Fixed an issue preventing multiple files from being added to a note at once.
- Fixed an issue that prevented the Quick Edit modal from appearing when a tree picker field component was employed.
Please get in touch with us if you’d like to discuss any of these changes in more detail.