In December 2018, we released the Connections Status Report (CSR), giving Admins the ability to view top used connections and the health status for most used connections across their book of business. Since the release, Admin users had very positive reviews and have requested the ability to drill down to the office level to see the status of all connections associated with their end-clients.
In June 2020, we are targeting to release the second phase of the CSR which will add the ability to view the report at the office level and access a list of client names in error state. Additionally, the work to build this report includes building a Connection Status Service that serves as the foundation for the Connections Health Monitor (CHM) to be released in early 2021. The CHM will proactively detect institution level connections problems and provide alerts to client and advisor sites to ensure customers know what data may be affected due to a connection problem.
Our team is looking forward to this enhancement, as these CSR improvements will satisfy some of our top ten Support requests we hear most often. We are committed to ensuring advisors and their clients have a seamless aggregation experience, and continue to strive to partner with you to keep your team ahead of Connections issues.