Enhancement to AI Wrap Observation

Enhancement to AI Wrap Observation

Introduction

  1. AI observations for wrap investments are now automatically generated based on the supported wrap types.
  2. Previously, AI observations were triggered whenever a holding reference was created in Class, which could result in data being retrieved for wraps that were not supported by our AI engine. This often required users to manually review these observations and update them to Good to Go.
  3. With this enhancement, AI wrap observations are now more intelligent and relevant.
How It Works:
  1. AI observations are generated only when the wrap is supported by AI.
  2. Data relating to unsupported wraps is automatically classified as Not Applicable.
  3. Users no longer need to manually update warning observations for unsupported wraps.
  4. This ensures that users focus only on the observations that are relevant to the fund.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.