RFE Dashboard

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[40/73] In analysis
Seq		BXKey	Summary	Since start

ASSESS 2ND LINE
1	09/10/26	BX-208339	Live feed of costrgroupID	12 of 12	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
2	07/10/26	BX-208190	Request for quote for change - Appropriate...	14 of 14	eXimius	Nedbank	Terry Blade	Nedbank.eXimius	PSRI
3	23/09/26	BX-207505	DNCA - Changed / New ESG Profiles	28 of 28	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
4	23/09/26	BX-207504	DNCA - Cash transfer OUT on dashboard	28 of 28	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
5	23/09/26	BX-207503	DNCA - Change order for one client in a bl...	28 of 28	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
6	23/09/26	BX-207502	DNCA - check & modify block orders	28 of 28	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
7	23/09/26	BX-207500	DNCA - Merge block orders	28 of 28	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
8	21/09/26	BX-207373	Add extra columns in transaction view	30 of 30	eXimius	Finfactor	Eline Van Oost	Eline Van Oost	SBHA
9	17/09/26	BX-207212	Invest Cash in Model Composition	34 of 34	eXimius	Pershing	Pershing.eXimius	Coeck Johan	PSRI
10	08/09/26	BX-206861	Adding external cash to the FIP proposal	43 of 43	eXimius	Nagelmackers	nagelmackers.eXimius	Mertens Jo	SBHA
11	10/08/26	BX-205556	(Project CP8) - E-Flow Phase 2	72 of 72	eXimius	Redmayne Bentley	redmayne.eXimius	redmayne.eXimius	MAB
12	08/07/26	BX-204220	Automation of Integration Errors	105 of 105	eXimius	Redmayne Bentley	redmayne.eXimius	redmayne.eXimius	ELLP
13	09/03/26	BX-199152	CID534 - IM Holding Query PMS	226 of 226	eXimius	Redmayne Bentley	Mark Wellham	Mark Wellham	MOAZ
14	26/09/25	BX-192166	eXimius third party access issue	390 of 390	eXimius	Ramsey Crookall	Janssens Yannick	Ramsey Crookall.eXimius	BHWI
15	09/09/25	BX-191537	CID435 Enhancements to Subscription Orders...	407 of 407	eXimius	Redmayne Bentley	Mark Wellham	redmayne.eXimius	MAB
16	23/06/25	BX-188230	[CORE-0064284] Changing the Overseas trans...	485 of 485	eXimius	JM Finn	JM Finn.eXimius	Charlie Illing	PGAU
17	06/05/25	BX-186369	Automated Cash Raise across consolidated p...	533 of 533	eXimius	Brewin Dolphin	Akbarali Mastan	Akbarali Mastan	OESD
18	16/04/25	BX-185620	CID316: CGT Info in PMS	553 of 553	eXimius	Redmayne Bentley	Charlie Illing	redmayne.eXimius	PGAU
19	10/03/25	BX-183635	CID281 - Objectway deceased/closing/downgr...	590 of 590	eXimius	Redmayne Bentley	Terry Blade	redmayne.eXimius	PGAU
20	19/02/25	BX-182852	ESG implementation in eXimius	609 of 609	eXimius	Nagelmackers	Berkhout Camiel	nagelmackers.eXimius	SBHA
21	09/01/25	BX-180883	CID231 - Alert Deferral History Retention	650 of 650	eXimius	Redmayne Bentley	Bogaert Thomas	Janssens Yannick	PGAU
22	05/08/24	BX-173590	Reconciliation FIP between eXimius & SSO	807 of 807	eXimius	Nagelmackers	Mertens Jo	Mertens Jo	ACOS
23	16/07/24	BX-172625	[CORE-0024023] Warning when trading gilts,...	827 of 827	eXimius	JM Finn	Akbarali Mastan	JM Finn.eXimius	ELLP
24	21/08/23	BX-155053	[CORE-0017395] A new field is required at ...	1157 of 1157	eXimius	JM Finn	Akbarali Mastan	Akbarali Mastan	PGAU

INFO REQUESTED
25	19/10/26	BX-208858	Update required to SFTP location of ELR ex...	1 of 2	eXimius	TrinityBridge	Reyniers, Eric	OEServiceDesk	BHWI
26	14/10/26	BX-208594	CID751 PMS Dashboard Enhancements	1 of 7	eXimius	Redmayne Bentley	redmayne.eXimius	redmayne.eXimius	BHWI
27	17/09/26	BX-207216	CID276 Corporate Action Elections Platform...	33 of 34	eXimius	Redmayne Bentley	redmayne.eXimius	redmayne.eXimius	JTAY
28	15/09/26	BX-207105	Dynamic Queries for Post Trade Compliance ...	35 of 36	eXimius	TrinityBridge	TrinityBridge.eXimius	TrinityBridge.eXimius	PSRI
29	25/08/26	BX-206192	BD CRM : Text qualify PMS extracts to supp...	54 of 57	eXimius	Pershing	Pershing.eXimius	Pershing.eXimius	MOAZ
30	17/08/26	BX-205870	(Project CP8) - CID721- Order & RFQ Data E...	15 of 65	eXimius	Redmayne Bentley	redmayne.eXimius	redmayne.eXimius	JTAY
31	13/07/26	BX-204451	RFE - Extend performance evolution supplie...	47 of 100	eXimius	van Lanschot Bankiers NL	In't Veld Jeroen	In't Veld Jeroen	SBHA
32	15/06/26	BX-203213	Changing Asset class label on holdings pag...	12 of 128	eXimius	JM Finn	Terry Blade	James Nicholas Humphries	BHWI
33	14/01/26	BX-196595	CID511: CCD Analysis - Request for enhance...	35 of 280	eXimius	Redmayne Bentley	redmayne.eXimius	redmayne.eXimius	MAB
34	07/10/25	BX-192562	CID457 PMS trade query amend fields	12 of 379	eXimius	Redmayne Bentley	Charlie Illing	redmayne.eXimius	BHWI
35	26/09/25	BX-192189	Eximius Book Costs - shown as negative	387 of 390	eXimius	Pershing	Pershing.eXimius	Pershing.eXimius	PGAU
36	23/05/25	BX-187116	eXimius New UI - Multiple FX Executions	140 of 516	eXimius	Brewin Dolphin	Akbarali Mastan	Akbarali Mastan	OESD
37	16/05/25	BX-186837	Concentration rules	512 of 523	eXimius	Nagelmackers	nagelmackers.eXimius	nagelmackers.eXimius	SBHA
38	08/05/25	BX-186527	CID329 - Investment Proposal Changes	173 of 531	eXimius	Redmayne Bentley	Charlie Illing	redmayne.eXimius	MAB
39	10/12/24	BX-179752	[CORE-0041945] Bulk order splitting for In...	238 of 680	eXimius	JM Finn	Akbarali Mastan	Akbarali Mastan	PGAU
40	04/01/24	BX-161825	PMS_15/11_Action - Cash balances	19 of 1021	eXimius	Redmayne Bentley	Terry Blade	redmayne.eXimius	ELLP

[5/11] CMB ready
Seq	Created	BXKey	Summary	Since start
1	08/06/26	BX-202857	PMS Forward Balance Screen	133 of 135	eXimius	Redmayne Bentley	Change Manager eXimius	redmayne.eXimius	ELLP
2	30/09/26	BX-207887	Additional Period Definitions	21 of 21	eXimius	TrinityBridge	Change Manager eXimius	Janssens Yannick	OESD
3	19/06/23	BX-151073	Visibility of Standing Orders	84 of 1220	eXimius	Redmayne Bentley	Change Manager eXimius	Phil Hales	HLAU
4	28/04/26	BX-201285	Automated Recalling of Older Portfolio Ses...	176 of 176	eXimius	Pershing	Change Manager eXimius	Bogaert Thomas	OESD
5	16/02/24	BX-164659	[Request ID :##18446##] : OBJIRA - RFE - I...	939 of 978	eXimius	Redmayne Bentley	Hoogendoorn Gert-Jan	Charlie Illing	PGAU

[5/40] Waiting sizing/estimation
Seq	Created	BXKey	Summary	Since start	Version

TO BE ESTIMATED
1	16/12/25	BX-195654	Data export for Client Report validation	1 of 309	6.2.2	eXimius	Brewin Dolphin	rd.eximius	Vanwittenbergh Bart	SBHA
2	05/05/26	BX-201518	OCF figures showing as incorrect in PMS	168 of 169	6.2.0	eXimius	Redmayne Bentley	rd.eximius		BHWI
3	26/01/26	BX-197049	CID520 - Amendment to Deferral Length In P...	238 of 268	6.2.0	eXimius	Redmayne Bentley	rd.eximius	redmayne.eXimius	OESD
4	27/01/26	BX-197162	TBR Client Report	267 of 267	6.2.1	eXimius	TrinityBridge	TrinityBridge.eXimius	Charlotte Linten	MAB
5	03/12/25	BX-195147	FIX 4.4 Messages Extension	322 of 322	6.2.1	eXimius	TrinityBridge	rd.eximius	Charlotte Linten	OESD

[21/36] Waiting client approval
Seq	Created	BXKey	Summary	Since start	Version			Est.

ESTIMATED
1	02/04/26	BX-200303	Corporate Action in Progress Warning	140 of 202	6.2.0	eXimius	Redmayne Bentley	7	redmayne.eXimius	redmayne.eXimius	ELLP
2	22/05/26	BX-202199	SEI CGiX WhatIF API	112 of 152	6.2.1	eXimius	TrinityBridge	15	Bogaert Thomas	Bogaert Thomas	ELLP
3	24/04/26	BX-201208	Performance Evolution Comparison Data Supp...	170 of 180		eXimius	TrinityBridge	40	Charlotte Linten	Charlotte Linten	BHWI
4	10/12/25	BX-195420	Ad Hoc Reporting - Multiple Presets for a ...	251 of 315	6.2.1	eXimius	TrinityBridge	20	Charlotte Linten	Charlotte Linten	OESD
5	21/01/26	BX-196893	Price Tolerance on STP Orders	251 of 273	6.2.1	eXimius	Nedbank	11	Jonathan Hartley	Nedbank.eXimius	MAB
6	03/02/26	BX-197548	Product Performance Evolution DS Extension	251 of 260	6.2.1	eXimius	TrinityBridge	14	Charlotte Linten	Charlotte Linten	PGAU
7	10/12/25	BX-195418	CGT Party Data Supplier	251 of 315	6.2.1	eXimius	TrinityBridge	10	Charlotte Linten	Charlotte Linten	OESD
8	11/11/25	BX-194214	Performance Evolution Data Supplier Extens...	251 of 344	6.2.1	eXimius	TrinityBridge	12	TrinityBridge.eXimius	TrinityBridge.eXimius	PGAU
9	10/12/25	BX-195416	Cash Flow Data Supplier	251 of 315	6.2.1	eXimius	TrinityBridge	18	Charlotte Linten	Charlotte Linten	OESD
10	09/12/25	BX-195391	Risk Return Data Supplier Extensions	251 of 316	6.2.1	eXimius	TrinityBridge	7	Charlotte Linten	Charlotte Linten	OESD

AWAITING CLIENT APPROVAL
11	20/08/26	BX-205968	FXGO FIX Connection	7 of 62	6.2.3	eXimius	Ruffer	25	Mertens Jo	Mertens Jo	OESD
12	12/05/26	BX-201815	Buying Power Security Position Weight impa...	90 of 162	6.2.1	eXimius	van Lanschot Bankiers NL	30	Smets Bart	Smets Bart	ACOS
13	10/12/25	BX-195456	Sessions (Rebalancing / Order) Edit butto...	13 of 315	6.2.0	eXimius	Brewin Dolphin	--	BE Servicedesk		OESD
14	05/05/26	BX-201520	RFE - Margin Calculation for Box Construct...	40 of 169	6.2.1	eXimius	van Lanschot Bankiers NL	33	Kenny Dieryck	Kenny Dieryck	ACOS
15	25/03/26	BX-199931	RSP Quote Volume Displayed in Quote Detail...	26 of 210	6.2.0	eXimius	Redmayne Bentley	27	redmayne.eXimius	redmayne.eXimius	MAB
16	25/04/24	BX-168398	Holdings Chart	327 of 909	6.1.2	eXimius	Redmayne Bentley	15.5	Janssens Yannick	Janssens Yannick	OESD
17	04/03/25	BX-183377	Proposal flow - add a hard block on initia...	541 of 596	6.2.0	eXimius	Nagelmackers	5	Mertens Jo	Mertens Jo	ACOS
18	09/07/26	BX-204319	Buying Power Cash position Currency impact	90 of 104	6.2.1	eXimius	van Lanschot Bankiers NL	26	Smets Bart	Smets Bart	SBHA
19	09/07/26	BX-204320	Buying Power Component Overview	90 of 104	6.2.1	eXimius	van Lanschot Bankiers NL	52	Smets Bart	Smets Bart	SBHA
20	10/12/25	BX-195417	Knowledge & Experience Data Supplier	180 of 315	6.2.1	eXimius	TrinityBridge	8	Charlotte Linten	Charlotte Linten	OESD
21	03/09/25	BX-191327	Check Linked Model Portfolios compliance r...	370 of 413	6.1.2	eXimius	JM Finn	6	Akbarali Mastan	Akbarali Mastan	OESD

[22/262] Development planning
Seq	Created	BXKey	Summary	Since start	Version			Est.

APPROVED RFE
1	29/09/26	BX-207797	UctisRule extension with minimum percentag...	1 of 22	6.2.1	eXimius	TrinityBridge	8.5	rd.eximius	Janssens Yannick
2	12/02/26	BX-198018	Omission of KIDs in sales transactions	16 of 251	6.1.2	eXimius	Finfactor	9	rd.eximius	Eline Van Oost	SBHA
3	21/08/25	BX-190984	Principal Trading and Stamp Duty calculati...	259 of 426	6.2.1	eXimius	Brewin Dolphin	75	rd.eximius	Akbarali Mastan	OESD
4	17/12/25	BX-195696	Rebalancing / Order Sessions - New Session...	216 of 308	6.2.1	eXimius	Brewin Dolphin	35	rd.eximius	Akbarali Mastan	OESD
5	22/09/25	BX-191966	Buckets in Consolidated and Partial Rebala...	259 of 394	6.2.2	eXimius	Brewin Dolphin	65	rd.eximius	Akbarali Mastan	OESD
6	30/05/24	BX-169912	Instrument market identifiers missing from...	807 of 874	6.1.2	eXimius	Brewin Dolphin	7	rd.eximius	Akbarali Mastan	OESD
7	08/01/25	BX-180879	eXimius Dealing Desk - RTP Converter Recal...	408 of 651	6.2.0	eXimius	Brewin Dolphin	5	rd.eximius	Akbarali Mastan	OESD
8	12/09/25	BX-191654	Remove Integration Retake Function in Oper...	72 of 404	6.2.2	eXimius	Brewin Dolphin	3	rd.eximius	Brewin Dolphin.eXimius	OESD
9	17/08/23	BX-154888	ISA Subscription Process	259 of 1161	6.2.2	eXimius	Brewin Dolphin	111	rd.eximius	Akbarali Mastan	OESD
10	17/04/26	BX-200908	Generate a netted TCR message for mutifill...	54 of 187	6.2.1	eXimius	Brewin Dolphin	48	rd.eximius	Akbarali Mastan	OESD
11	31/03/26	BX-200180	RFE - Index Calculation for Short Position...	41 of 204	6.2.1	eXimius	van Lanschot Bankiers NL	8	rd.eximius	Kenny Dieryck	ACOS
12	09/12/25	BX-195374	RFE - Retrieve ex-ante taxes for more prod...	78 of 316	6.2.1	eXimius	van Lanschot Bankiers NL	13	rd.eximius	In't Veld Jeroen	ACOS
13	12/09/25	BX-191653	PSAV - decision maker on ad hoc	145 of 404	6.1.1	eXimius	Nagelmackers	11	rd.eximius	Mertens Jo	ACOS
14	12/02/26	BX-197994	Pre-trade Compliance Rule Concentration ch...	145 of 251	6.2.1	eXimius	Nagelmackers	16	rd.eximius	Mertens Jo	ACOS
15	30/09/25	BX-192290	Display Archived TRX in API	323 of 386	6.1.2	eXimius	Kinsted Wealth	1	rd.eximius	Goossens Koen	SBHA
16	20/06/25	BX-188184	Kinsted Wealth wants to directly Route ord...	394 of 488	6.2.1	eXimius	Kinsted Wealth	15	rd.eximius	Goossens Koen	SBHA

PLANNED
17	13/06/24	BX-170588	Convert Order with Realtime FX Rates	168 of 860	6.2.1	eXimius	Brewin Dolphin	36	rd.eximius	Akbarali Mastan	OESD
18	04/08/26	BX-205383	Rebalancing Simulation - Allow block order...	42 of 78	6.2.1	eXimius	Brewin Dolphin	--	rd.eximius	Akbarali Mastan	OESD
19	11/03/26	BX-199292	Dynamic risk profiling - min max values sh...	210 of 224	6.1.2	eXimius	Econopolis	3	rd.eximius		SBHA

REJECTED DURING TEST
20	15/07/26	BX-204567	VISA AFT Requirement Change for Debit Card...	26 of 98		eXimius	Redmayne Bentley	--	Change Manager Client Eng...	Mark Wellham	MOAZ

RELEASED (INTERNAL)
21	01/09/26	BX-206549	Annualized Performance in web API for Cone...	7 of 50	6.2.3	eXimius	Ruffer	2	Mertens Jo	Mertens Jo	OESD
22	07/02/22	BX-135174	Additional Portfolio Volatility Informatio...	85 of 1717	6.2.0	eXimius	Redmayne Bentley	17	Terry Blade	Janssens Yannick	OESD