Deprecation Notice Date: November 24th, 2025 Change Target Date: January, 2026

Beginning in January 2026, the JSON Edit option within Scoping Conditions will be deprecated and will no longer be available. All journey configuration must be managed exclusively through the standard configuration user interface to ensure consistent, stable, and fully validated configurations across all environments.

What Does This Mean for You as a Fenergo User?​

You will no longer be able to manually edit journeys using the JSON edit feature. All journey configurations must be created and maintained through the UI-based editor.

Why Are We Making This Change?​

This change ensures that UI-based guardrails are applied to all configurations, keeping them aligned with platform standards. These guardrails reduce the risk of configuration errors, prevent broken journeys caused by incorrect tasks order, and improve overall system maintainability and user experience.

Need Help or Have Questions?​

If you have any questions or require support with this transition, please contact your Fenergo Client Partner, who will be happy to assist you.

Change Notice Date: August 25th, 2025

Change Target Date: End of week starting September 29th, 2025

Both Bank Account and Investment Account tasks will include the ability to capture or view the applicable access layers directly within their respective tasks.

What Does This Mean for You as a Fenergo User?​

• This new capability will apply to Bank and Investment Account tasks.

• There will be a change to the task interface.

• If Dynamic Assignment Configuration is enabled, the access layers will be driven on Dynamic Assignment Configuration.

• End of September:

  • The new functionality for Bank Accounts and Investment Accounts will be enabled on all production environments that have Investment Accounts enabled.

Why Are We Making This Change?​

This change is designed to provide greater clarity and control over account access.

Need Help or Have Questions?​

If you have any questions or require support with this transition, please contact your Fenergo Client Partner, who will be happy to assist you.

Change Notice Date: August 12th, 2025

Change Release Date: September 15th, 2025

Fenergo will be making an update to the interaction and display of Data Groups within the system. This communication serves as notice before the change is rolled out to production environments. This change is part of our ongoing efforts to streamline the user experience within the system.

What Does This Mean for You as a Fenergo User?​

• August 2025:

  • The change has been rolled out to lower environments for users to interact with and become familiar with the new format.

• September 15th, 2025:

  • The new look and feel for Data Groups will be enabled on all production environments.

Why Are We Making This Change?​

As the system continues to evolve, new display elements are being introduced. One of these was the introduction of a new table format, and in order to provide continuity and a cohesive user experience, we are rolling out this new table format within Data Groups. All tasks that utilise Data Groups will reflect this change once enabled.

Need Help or Have Questions?​

If you have any questions or require support with this transition, please contact your Fenergo Client Partner, who will be happy to assist you.

Deprecation Notice Date: July 22nd, 2025 Removal Date: March 27th, 2026

Fenergo is officially beginning the deprecation process for the Legacy Dashboards, including the My Journeys Dashboard, in favour of the Advanced Dashboards, which were launched earlier this year. This communication serves as a 6-month notice before the complete removal of the Legacy Dashboards UI and associated APIs. This change is part of our ongoing efforts to deliver a more modern, flexible, and user-friendly reporting experience.

What Does This Mean for You as a Fenergo User?​

• March 27th, 2026:
  • The Legacy Dashboards UI, including the My Journeys Dashboard, will be fully removed from the Fenergo platform.
  • Users with access to the Advanced Dashboards will be automatically redirected to the Journeys view within Advanced Dashboards upon login. If a user does not have Advanced Dashboard permissions configured, they will instead be redirected to the My Profile screen. Alternatively, the default landing page can be selected for a Team in the Security Configuration page ahead of this change if this is preferred.
  • The following APIs will also be permanently retired:
    • Dashboards Command API
    • Dashboards Query API

We strongly recommend all users and integrators transition to the Advanced Dashboards and update any dependent API usage well in advance of this removal date to ensure continuity of service.

Why Are We Making This Change?​

The Advanced Dashboards provide a significantly improved experience with more customisation, performance, and user-specific features. Highlights include:

• Dedicated Tasks Dashboard: Clearer task management and visibility.
• Saved Filters per User: Personalised filtering saved between sessions.
• Custom View Configuration: Dashboards can now be tailored by individual users, removing tenant-wide restrictions.
• Improved Navigation: 'Journeys' and 'Tasks' dashboards have been elevated to the main left-hand navigation for quicker access.
• Expanded Indexing Support: Tasks and Journeys Dashboard Indexes now support up to 150 fields, eliminating the need to mark fields as indexable in Policy.
• Pagination: No longer limited by assigned task count - full pagination support ensures better scalability.

For full details on functionality and setup, refer to the documentation: Advanced Dashboards

Need Help or Have Questions?​

If you have any questions or require support with this transition, please contact your Fenergo Client Partner, who will be happy to assist you.