Hierarchy Filter in the Hierarchy Capture and Related Parties Tasks

This feature is currently in Beta and is available on request for client lower level tenants.

A Hierarchy Filter can now be applied to the Hierarchy Capture task and Related Parties task, allowing a configurable rule to narrow the related parties displayed to users based on factors such as relationship type, entity ownership threshold or the risk rating of the entity in journey. Rather than presenting the full hierarchy, only those entities that meet the configured rule conditions — along with their necessary ancestor entities — are shown within the task.

User Guide Reference: Related Party Management Related Party Adapted Experience