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Product Access Layers Use Lifecycle Status and Re-evaluate at Verification

Dynamic Access Layer rules for Products can now use Lifecycle Status as a condition, and Product Access Layers are re-evaluated when the Verify Products V2 task is completed using the expected post-verification status. Together this allows access to a product to vary across its lifecycle — for example a pending merger or private deal can be restricted while in draft and opened up once it becomes Onboarded.

This release enables you to:

  • Configure Dynamic Access Layer rules using Lifecycle Status. On the 'Current Product Metadata' source for the Product data type, Lifecycle Status is now selectable as a field with operators 'Equals', 'Not equals', 'In' and 'Not in', and the values Onboarding, Onboarded, In Review, Offboarding and Offboarded.
  • Re-evaluate Product Access Layers at verification. When the Verify Products V2 task is completed, Product Access Layers are re-evaluated using the expected post-verification lifecycle status of the product. A draft in Offboarding becomes Offboarded; any other draft status becomes Onboarded. All other rule conditions continue to be evaluated against the latest draft data. The result is applied before the product transitions to verified state.

User Guide References: