Generate documents using Products as a Data Source.

Orbis users can now search the Orbis provider by 'National ID', further extending the search capability for this provider. The field can also be used as part of the automation logic for single exact match responses.

The screening return results task will now fail when an error prevents its completion.

Ability to unsubscribe from Grid Portfolio Monitoring using the Unsubscribe from Ongoing Screening task.

We have implemented a feature that allows users to assign a colour to lookup list values (select dropdowns only), and these will display as chips on the datagroup grid when configured against a data requirement within a datagroup.

The Business Metrics Dashboard allows you to understand key metrics about your journey processes. This area illustrates your journey completion rates, times, and trends since the beginning of your Fenergo tenant. Users will need 'Business Metrics Access' in order to view this area. A full walkthrough of each metric is covered in the user guide below.

The "Current Entity Changes" Data Source in the Journey Builder previously could only look at Data Requirements configured in the Global Policy. This has been uplifted so that Data Requirements from all Policies can now be utilised with this Data Source.

To provide an understanding of the investment accounts related to an Investor or Fund entity in an Asset Servicing solution, two new tabs have been introduced within the Entity Profile. Verified investments accounts will display in the 'Investment Accounts' tab when viewed from an Investor entity profile, and within the 'Related Investment Accounts' tab when viewed from a Fund entity profile.

User Guide Reference: Entity Profile->**"Investment Accounts" Tab and "Related Investment Accounts" Tab **