First release of the new Advanced Dashboards capability in Fenergo. With this new dashboard, clients will be able to configure their own customise view (at tenant level) in which they can define which fields appear on a Journeys Management Dashboard. This is a BETA release and will only be enabled on non-live tenants only as part of initial release. Full enablement of this feature will be deployed by 31/10.
kompany users can now enable the UBO Discovery call automatically, at the same time as the automatic Company Profile call is made, in order to speed up the return of data.
S&P subscribed clients can now call direct for ISDA Amend datsets for their supported Protocols.
Narratives are now available under a new tab on the Entity Profile Page and can be captured and maintained directly (without the need for a journey). Our customers want to capture the story of key client interactions, so that anyone visiting the Entity Profile Page can quickly catch up. We've separated 'Compliance Narratives' and 'Business Narratives' with the ability to grant permissions to each section separately. Permissions control the ability to view, create, edit and delete narratives in each section separately. Narratives are also fully audited, with the ability to view the full narrative captured at each point in time. To start using Narratives, please assign new narratives permissions to the required teams.
Enhancement to DocuSign integration to allow support for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES). This feature also includes a revamped recipient-selection UI and option to automatically retrieve certificate of completion.
Related Party Entity Data can now be included in the Conflict Resolution task. This provides users with visibility of data changes that are made and published in parallel journeys that conflict with changes made in the current journey, and allows the user to accept the latest data or retain the current journey's data.
Calculated Time Periods can be used in Policy and Product Policy. A Calculated Time Period is a date subtracted from another date, this is different to a calculated date field, as the output is a time period. For example 25d.
Users can be suspended, this will prevent them from logging in until they are reactivated.
A new option has been introduced in the Related Parties task in Journey Builder that will allow the restriction of entity group associations to only be permitted to members of the entity group. Once enabled, the search will return results from verified members of the entity group in journey.