Version 8.9 of the Genesis Application Platform introduces our new and improved Marketplace, the platform’s library of ready-to-go solutions and modular application technologies. Marketplace resources come together in Genesis to fast-track implementation, cut development time and help financial markets firms maximize innovation. 

The release also enhances the Document Manager component, streamlines how to set criteria for Data Server queries and improves unit testing. 

Let’s take a deeper look at 8.9: 

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The Genesis Marketplace: Where innovation starts

The Marketplace is a pillar of the Genesis Application Platform, along with the Development Suite and Application Runtime. It offers an array of pre-built technologies engineered to address industry challenges and houses application componentry that helps developers become ten times faster in delivering new applications.   

All Genesis solutions are available as pre-packaged, full-stack applications in the Marketplace. These help firms rapidly address a range of trading, risk, client service, compliance and other challenges. Taken together, they also illustrate the capability of Genesis to build virtually any type of financial markets application. Genesis Solutions include: 

• Primary Bond Issuance: a unique, deal-focused application that helps asset managers request bond allocations with unmatched efficiency. 

• Trade Allocation Manager: a multi-asset class middle office suite for matching and allocating trades and assigning commissions and other fees. 

• Advanced Custodial Services: which enables dealers to offer custody services via a turnkey platform delivering automated trade capture, matching, validation and settlement. 

• Wealth Management Suite: a platform for quoting and order management that automates workflow between bankers, traders and clients. 

The Marketplace also offers a collection of modular technologies that replace the need to code commonly used functionality from scratch time and time again. Ending repetitive “pipework” and other efforts to build application “table stakes” is fundamental to how Genesis improves developer productivity.   

Templates in the Marketplace are structured starting points for new applications. Components provide functionality like reporting, user management and notifications. Integrations are pre-built connectors that allow applications to exchange data and interact with industry platforms, vendor services, regulatory bodies and other systems. 

With these resources, developers don’t write new code to add connectivity or capabilities like reporting to applications. They simply import the required data integration or functional component (reporting, for example) into the build and configure those as needed. This efficiency speeds delivery by allowing developers to focus on the core business requirements of the application, which, in turn, are accelerated by the platform’s development suite.  

Explore the Marketplace today.  

Component upgrade: Document Management

The Document Management component offers a single, user-friendly interface to enable and administer user access to documents from within an application. The component can draw upon multiple storage systems, including cloud systems.  

Improvements in Document Management further abstract coding related to underlying storage mechanisms for documents. This makes it easier to customize how users navigate and organize files through paths, hierarchies and other organization of documents managed within a Genesis application.  

This short video shows an example of the hierarchical structure users can employ in their applications, regardless of where the file resides. It also shows a one-click file download. 

Improved search criteria for data strings 

Genesis Version 8.9 improves the way developers can set criteria for Data Server queries and Request Server queries. Prior to this release, Java functions were required for date comparison functions, such as equal to, or greater than.  Now, we support natural operators for date criteria and functions for all String attributes, making it easier for API developers to write query filters. 

The Expr functions remain available for backward compatibility.  

More detail on criteria matching is available in the platform documentation. 

More comprehensive JUnit testing

We added functionality to the GenesisJUnit server unit testing suite to make it easier to add more functionality to unit tests. Multiple data server unit test improvements include allowing tests to easily handle MORE_ROWS and MORE_COLUMNS requests. We also improved the process of loading test data, helping the test suite ingest any test data generated using the Genesis DumpIt command, even when compressed with gzip.

More efficient EOD system processing

The purger process now handles derived ranges more efficiently. Scripts are now faster to purge historical records than prior to this release, making EOD (end of day) system processing more efficient. 

Platform Spotlight: Document Management Component

Enabling users to generate and access files directly from an application [streamlines workflow and improves reporting and transparency. The platform’s Document Management component makes it easy to embed document and reporting capabilities into applications and control user access to those files. 

It can be imported into any application requiring central storage or management of documents and supports viewing, uploading and downloading. Whether you’re working with S3 buckets, SharePoint, or local directories, this component integrates effortlessly to ensure efficient and secure file management.  

By streamlining workflows and connecting various storage platforms, it caters to the dynamic needs of both applications and backend systems.  

This video shows how the component stores documents, connects to reports and enables users to view, upload and download files. 

Key Features & Capabilities 

• Versatile storage support: Manage documents stored in various systems, including:  
  • Local storage: Easily manage files on local servers.   
  • Amazon S3: Integrate and access scalable cloud storage.   
  • SharePoint: Handle documents directly within Microsoft SharePoint environments.    
• Seamless file operations: Upload and download files with ease across all supported platforms.   
• Access controls: User access to files can be controlled based on multiple criteria. 

Ready to experience the power of the Genesis Application Platform? Request a demo and free trial today.