Document Persistence for Investment Accounts

Investment Account tasks can now automatically re-link documents that were already linked in an earlier journey, reducing the need for users to manually re-select documents. Documents are re-linked to matching requirements when the Investment Account is edited in a later journey.

This is controlled by a new Persist Documents toggle in the Investment Account task properties, disabled by default. When enabled, eligible documents are re-linked automatically based on Document DataKey matching, and are displayed and can be managed in the same way as manually linked documents. Documents excluded due to expiry configuration remain available under Matching with an Expired chip for manual linking.

User Guide Reference: Investment Account Management: Persisting Investment Account Documents Across Journeys