🗃️ Access Management
3 items
🗃️ Agency Request
4 items
📄️ Audit in Fenergo
The Audit domain contains all of the data that the other domains (Entity, Journey etc) have identified as being required for auditing purposes.
📄️ Bulk Upload and Request
Bulk Uploads Overview
📄️ Comments on LE and Journey
The Comments feature allows users to leave notes on different entity types within Fenergo SaaS.
📄️ Configuration Exchange
Configuration Exchange enables configuration to be imported from one tenant to another, allowing the flexibility to select from current or past versions of Configuration Items. Fenergo SaaS clients are expected to make configuration changes within a lower tenant (e.g. Dev tenant) and promote those changes to higher tenants (e.g. Dev->UAT->Pre-Prod->Prod) after rigorous acceptance testing.
🗃️ Configuration Release Hub
2 items
📄️ Configurable Statuses
In Fenergo SaaS, there exist several pre-defined "Statuses" or Chips. The logic for these is hard-coded and is based on the following:
🗃️ Change Management
2 items
🗃️ Dashboards and Reporting
7 items
🗃️ Data Protection
4 items
🗃️ Digital ID&V
1 item
🗃️ Document Management
8 items
📄️ Enhanced Search
The Entity Enhanced Search functionality consists of changes and enhancements to parts of the Entity search functionality within Fenergo SaaS.
📄️ eSignature
The eSignature feature in Fenergo SaaS allows you to send documents to e-mail recipients by creating DocuSign envelopes and then retrieving the signed documents directly into the system once the signing process has been completed.
🗃️ ETL Extract Transform Load
6 items
📄️ Investment Account Management
The investment account serves to capture the relationship between an investor and a fund for a specific holding. To support the effective management of investment accounts two new task types have been introduced: the Investment Account and Bank Account tasks.
📄️ ISDA Amend
This section outlines how the user operates the ISDA Amend tasks inside of a journey.
🗃️ Loan Origination
7 items
📄️ Localisation on the Fenergo Platform
Localisation enables the tenant to be translated into different languages, so that users in non-English speaking countries can access their tenants in their preferred languages. This could even be leveraged to convert the existing English system language to client specific terms if required.
📄️ Multi-Publish
The Multi-Publish feature will provide users with the ability to push updates from an open Journey to the verified Entity record at multiple points throughout that Journey. Previously, users were limited to only one update to the verified record, which usually occurred at the very end of a Journey. The reason that this can be limiting, based on feedback from our clients, is that often data captured and reviewed in a Journey may be ready to be verified and shared downstream or included in reporting before a Journey is completed.
📄️ Narratives
Narratives Overview
📄️ Notifications On the Fenergo UI
The Notifications feature in Fenergo SaaS is designed to assist users in using the system by creating awareness when specific defined events have occurred.
📄️ Ongoing Monitoring Data and Screening
Ongoing Monitoring: Data & Screening is Fenergo’s solution for continuous monitoring of entities for real-time changes from external sources. It currently supports ongoing monitoring of changes for both External Data and Screening through integration to third party providers. The purpose of this User Guide is to consolidate content from other domains into a single document.
🗃️ Product Enablement
3 items
📄️ Reference Data
The Reference Data Editor is used to manage lists of values that can be called as lookups for dropdown fields configured in the Policy domain.
🗃️ Related Party Management
3 items
📄️ Rich Text Editor
Previously, Clients have multiple field types that they can utilise in their data capture, but they will always capture a simple value: a "Date of Birth", a "First Name" or a "Risk Level" for example. The introduction of the Rich Text Editor is to allow Clients to provide detailed feedback, that acts as contextual information outlining the decisions made during a Journey. This includes the usage of stylised text, image insertion, file uploads or hyperlinked text.
🗃️ Salesforce App
4 items
📄️ Significance Agent
The Significance Agent is a capability that allows the system to identify when a field has changed value and to then determine the significance of that change. This AI-powered feature allows the application to go beyond simple change-detection, by allowing the application to assess the level of change. The output of this significant change can then be leveraged in our Journeys to trigger dynamic logic.
📄️ Webhooks
This guide will walk you through the process of creating and managing webhooks, as well as viewing recent deliveries using the Webhooks UI. The Webhooks UI is designed to provide a streamlined experience for handling webhooks and viewing delivery information, all within the Fenergo SaaS application. Fenergo SaaS offers a powerful set of webhooks APIs that allow customers to listen to internal events and receive event-related payloads at their specified URLs. Follow the steps below to effectively utilize the Webhooks UI.
📄️ Version Notes
Versioned configurations (such as Policies, Data Groups, Lookup Lists, Journey Schemas etc) can include a description within in each draft version to help configurators capture information about the draft for interested parties. The field is free-text, so the structure and content is flexible for the configurators of each tenant to determine.
🗃️ Review Manager
1 item
📄️ Jumio Integration (Digital ID&V)
Fenergo SaaS offers an integration to Jumio to collect documents from a customer and verify their identity.