FundApps Support

Guides on resolving common issues, contacting Support, and troubleshooting workflows.

Troubleshooting

How to Contact Support

Ensuring Security When Contacting Support

How to Prepare Your Query for Support

How to Raise a Query Disputing a Rule or Regulatory Interpretation

Using the In-App Messenger

FundApps Assistant – FAQ

Contacting Support

Log-in Issues

Resetting and Replicating Environments

Troubleshooting user permissions, roles, and system settings.

Users & Settings

Data Adapter

Data Adapter Error Resolution

How to resolve issues specific to the Data Adapter API integration.

How to Re-Run a Positions File

Understanding the Impact to Results After Re-Running Position Files

Cancelling a Pending Positions File Upload

Positions File Validation

How to Investigate an API Upload That Failed During Validation?

Resolving Inconsistent Value Validation Errors for InvestmentManager13F

How Can I Resolve HTTP 400 Bad Request Errors When Uploading Files via the v3 API Endpoints?

Guidance on correcting validation failures and re-running position files.

Uploading & Re-Running Files

Solutions to common problems related to Shareholding Disclosure (SD).

Shareholding Disclosure

How to Approve a New Rule Version

Deactivating and Reactivating Rule Versions

Understanding How Rule Updates Impact Results After Re-Running Files

Rule Execution and Missing Data

Unknowns and Missing Data Results

Missing Data for Unlisted, Private or Suspended Securities

Creating Data Overrides

Managing Data Overrides

Managing Multiple Data Overrides Using a CSV File

Data Overrides - Examples and Validation Rules

Reject & Remember: How to Reduce False Positives under the European Union (EU) Short Selling Regulation (SSR) Rules

Overriding FIRDS Data for SSR Rules

Why Is A Position Missing from the EU SSR Results?

Understanding Results with Sold Out Assets

How to Use Warning Thresholds

How Warning Thresholds Work

How to Determine Where a Property Is Used

Why Results Can Differ Between Environments

Understanding European Disclosure Rules and Regulatory Ambiguity

How to Resolve Unknowns Related to Total Nominal Capital Under the Major Netherlands Rule

What to Do When an AIM Disclosure Generates at 3% under the Investment Manager Exemption

How to Exclude ETFs from Major Hong Kong Shareholding Rules

How to Resolve Discrepancies in Major: Netherlands - Nominal Share Capital Results Caused by ParValue Mismatches

 Troubleshooting issues related to results, including false positives and missing data.

Rules & Results

How to Manually Amend an XML File

Disclosures Timestamp

Transactions in Disclosure Form Requirements

Resolving common problems with disclosure forms.

Disclosures

Position Limits: Creating Hedge Exemptions

Approaching FIA Tech

Why am I seeing Unknown alerts in Position Limits?

Resolving CommoditySymbol Mismatches with FIA Tech

Spot Month Effective Date Changes Due to Exchange Holidays

Resolve Position Limits (PL) monitoring issues.

Position Limits

What Time Zone Is Used in the Filing Manager Interface?

Resolving Common Issues in Filing Manager

How to Resolve a Disclosure Rejected Due to an Incorrect Seller ID?

How can I amend positions quantity?

Troubleshoot issues related to Filing Manager submissions.

Filing Manager

Can I Cancel My Disclosure to ASIC?

What If ASIC Rejects My Positions Filing?

My disclosure was rejected due to an incorrect Stock Code. How can I fix it?

My disclosure was rejected due to late lodgement. What do I need to do?

Resolving common problems with ASIC submissions.

Australia (ASIC)

Can I cancel my disclosure to SFC?

How can I amend submitted positions?

Resolving common problems with SFC submissions.

Hong Kong (SFC)

Why You're Seeing Missing Data Alerts & How to Address Them

Solutions to common problems related to the Composite Enrichment service. 

Composite Enrichment

Community

Service Documentation

Trust Portal

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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