We've made it easier to navigate to the Entity Profile page for Managed Relationship entities.

To simplify navigating large volumes of products managed by an Agent entity, we’ve introduced the Underlying Principals tab to replace the 'Agency Products' tab.

Onboarding diverse products in a single Journey can delay activation for simpler items. With Product Connected Journeys you can launch dedicated, parallel journeys for specific products or groups of products, using configurable Product Scoping Rules to define which products qualify based on your criteria. The progress of these parallel journeys can be held against gates configured in the parent journey to ensure due-diligence requirements have been satisfied before they are activated. This creates a path for simpler products or those with already-satisfied due-diligence requirements to be actiaved much faster, without being blocked by unrelated parent journey activities.

DataImport event extended with the following capabilities

VerifiedImport brand new event for bulk updating entity data directly to the verified record. Offers similar enhancements over V1 events as DataImport:

Integration Flows has added the following capabilities...

Gives the ability to selectively share data and related parties to designated Child Entities from within the context of the Group Journey. These actions can be performed on multiple Child Entities, allowing for the sharing of specific information to a subsection of your Child Entities. Please note this feature is currently enabled everywhere except live production tenants.

The existing Entity Grouping functionality means that every Child Entity is eligible for a Journey when an Entity Group Journey is ran. Selective Journey Launching delivers the ability to trigger Journeys for Child Entities only when required, giving greater flexibility and control over the Child Entity Journeys created from the context of the Entity Group. Please note this feature is currently enabled everywhere except live production tenants.

This feature will allow users to trigger fields and drive validations via entity data on the Document Upload Modal and Create Virtual Document Modal in a Documents task and on the Entity Profile.

The ability to transfer and update association data is available for clients to try out in beta mode.