Access Layers on Accounts introduces the ability to capture access layers on investment accounts and bank accounts via manual capture or dynamic configuration.

The Data Deletion feature has been enhanced to ensure that entity records with outbound associations (i.e. where the entity is a Related Party to another entity) are not fully deleted. Instead, Client-specific data and documents are removed, while Related Party information is preserved. This ensures compliance with data protection regulations while maintaining critical relationship data.

Fenergo’s Agentic Platform introduces a suite of Digital Agents that automate high-volume Client Lifecycle Management tasks. By embedding AI into the heart of the platform, our Agents bring automation, intelligence, and governance together-helping institutions reduce cycle times, improve accuracy, and focus their skilled staff on the cases that truly matter. There is huge potential in reducing manual workloads and creating value from your data by deploying our trusted Agents.

This enhancement is a production release of ETL support for creating and updating products and their entity associations.

This feature introduces the ability to enable ID&V capture within the Related Party Data & Documents task.

Orbis users can now map a 'directPercentageLabel' field which will capture non-numerical Direct Percentage values, for display in the Related Parties Task when configured.

This enhancement introduces the ability to bulk upload risk configuration items using a CSV file.

It reduces the manual effort of uploading items one by one by allowing configurators to prepare a CSV file of values and their associated risk levels, then uploading them all at once.

The new Related Party Launchpad v2 allows clients to configure scoping rules for both new and existing related parties, enabling due diligence on verified and net new entities while leveraging existing Fenergo policy logic. It also supports multiple Related Party Launchpad tasks within a journey, allowing more than one set of related party journeys to be triggered.

The Alias Screening feature allows you to screen entities using multiple names, such as aliases (AKA) or former names (FKA), within a single inquiry. This enables a multi-name screening capability that streamlines compliance operations and improves traceability and transparency. Alias Screening is available for both WCO and custom screening providers.

This feature introduces screening tables to Advanced Reporting, enabling users to query, analyse, and report on PEP, Sanctions, Adverse Media, and Enforcement outcomes. It provides end-to-end visibility across screening processes, enhancing risk and compliance reporting.