• Description: This feature will change the behaviour in how Entity drafts and Journey are created, whereby it will all be merged into a singular process to ensure that an Entity draft is always created and updated with the Bulk File payload before the Journey is launched, meaning that when the Journey's auto tasks run, the Entity data will already be there.

Secondary Identifiers are now able to be configured within the Manage Collateral task. This enables users to be able to easily identify the collateral/s that appear in the left hand navigation within the task.

The financial analysis task has now been enhanced so that users are able to bulk delete in the Scenarios and Summary Tab. This will ensure fewer clicks for users and complements the bulk add feature within these tabs.

Ability to enable Field Level Custom Task Providers on Products and Collateral in context of a Deal.

Ability to make Screening Resolution Comments non-mandatory

The introduction of the Read Only Validation for Data Group Policy Requirements will now also apply for datagroups for collateral & assets in the Manage Collateral task.

Enable Related Collateral and Assets as a source in Policy Requirements.

Ability to control the actions available to users within for both Collateral & Assets within the Manage Collateral task.

The introduction of the Read Only Validation for Data Group Policy Requirements will also apply for Financial Groups in the Financial Analysis task. This will ensure the control & flexibility for clients to configure the ability to add or delete financial items in a financial group.

Ability to link one product to another, capturing a parent to child relationship, from the context of a deal.