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.
Beta tag is removed and tool is ready for use in production for entity data.
This tool has now been extended to enable users to import the migration policy through Configuration Exchange
Ability to export the Entity Profile Page.
We've added 3 capabilities to the Connected Journeys View to improve usability and performance in journeys using Entity Grouping, Related Parties Launchpad and Agency Journey Launchad:
Today, we've introduced a small enhancement to improve usability and scalability of the Manage Products task in Agency contexts. Agency Products which are associated to an entity with an 'Investment Manager' product relationship, will no longer be visible in the Manage Products tab. Agency Products are maintained from the context of the 'Owner' i.e. the Fund, so displaying these products within the Manage Products task for an Agent entity adds noise when managing their principal products. There is no action required to apply this feature.
This tool has now been extended to generate a report on validation. Previously users were restricted to reviewing validation issues on the UI.
As part of the Bulk Actions Initiative, we have introduced the capability to bulk complete tasks and bulk update Entity Data for multiple Entities at the same time from the Tasks Dashboard.