📄️ Journeys Overview
What is a Journey
📄️ Working with Journeys
The Journey domain contains all the workflows in the system that accommodate Client Lifecycle Management activities, as well as the configuration tools that are used to create and maintain those Journeys. The Journey domain contains two main components:
📄️ Working with Advanced Journeys
How scheduled Journeys are identified and launched in Fenergo SaaS
📄️ Using the New Entity and New Request Workflows
The New Entity / New Request workflows allow the user to create a new entity in Fenergo. There are currently 2 available workflows:
📄️ Working with the Autocompletion Agent
Bolstered by an agentic offering, autocompletion of tasks represents a huge step forward towards straight-through-processing within the application. Based on feedback from our clients, we have noticed a trend whereby Data, Documents and Related Parties Tasks would have been fulfilled in an initial onboard, and are then brought into scope again in the context of a Review or Maintenance Journey. A User would be forced to re-complete these Tasks without providing any value, as everything required of them had already been fulfilled. Taking this away, we came to the conclusion that if a User has already satisfied all outstanding validation in a previous Journey, we should not force them to re-complete a Task where they are not adding value.