Calculated Dates feature allows users to leverage Fenergo's calculation engine to perform calculations based on the formula configured for date periods.

Calculated Number Fields can be used in Policy to trigger other fields.

The Manage Deals task has been enhanced so that users can view a Collateral tab within the Main Entity View (to determine the used and unused collateral/s). Previously, the Manage Deals task would only display the Entity Details and Products linked to the Main Entity.

The financial analysis task has been enhanced so that the minimum capture of financial items is now pre-populated upon a user opening the task. Previously, a user would have to manually add the required financial items into the financial group and would be blocked from completing the task if this wasn't satisifed.

Name generated documents using Entity Data datkeys. Document Versioning for generated documents.

Flag investment accounts for offboarding so that they no longer trigger scoping and follow data retention periods.

• Full Offboarding of the Investor: If an investor is offboarded in full, all investment accounts will be automatically offboarded.
• Offboarding of a Single Investment Account: A button will be added to the investment account task that will allow for offboarding of a single investment account.
• Data Deletion: A data deletion process will be set against the investment account. A data deletion journey will be automatically triggered for the account dependent on the deletion process.

Screening scoping has been extended to include an entities investment accounts and their related parties (RPs).

• Investment accounts and their RPs are treated in the same manner as any other entity that is included in screening.
• If the RP of the investment account itself has RPs, these entities will be included in the screening scope.
• Screening scoping may be utilized to filter out investment accounts from screening.

Ability to define rules to trigger data, documents and ownership and control requirements, on an entity, based on the data of a related fund that is linked to an investment account for that entity.

We have now introduced Read Only Validation for Data Group Policy Requirements. This will allow users to display Data Group grids in Journeys in a Read Only format. The purpose behind this is to allow users to capture Data Group Entries in one task, and expose them in a Read Only / Review format in another task.

Previously, cloning a product required manaully adding Related Parties to the cloned product. It's now possiblet to include up to 50 Product-Related Party Connections with the cloned product. If there are greater than 50, the user will be alerted that the Products Related Parties will not be included if they proceed.