Journey Policy and Entity Data

📄️ Journey Policy and Entity Data Overview

Policy & Relationship to Entity and Journeys

One of the main functional features of the Fenergo SaaS platform is to create Legal Entity's. A Legal entity is a data record of a client or an associate of a client which will be managed on the Fenergo SaaS Platform. Journeys are used to managed the Client Lifecycle processes such as Onboarding or Maintenance, but before any of that can be done, the first step is to create a Legal Entity. The APIs opposite are used in this document.

📄️ [Legacy] Create new Journey and Draft Entity

Using the APIs to create and then read back a new Journey Instance

📄️ Launch Journey and Draft Entity

Using APIs to create Entity Draft and launch Journey Instance

📄️ Updating a Data Group

In the Fenergo SaaS platform a Data Group is a collection of data points used to represent a Sub-Entity. It might be an Account or an Address. A comparison in more traditional Data Modelling would be a link table for an address which references a parent record. This is exactly how we model the staging files for Data Migration but when the Requirements In Scope call is made, one of the requirement types returned can be a data group.