This enhancement introduces the ability to assign static access layers during data migration by utilising the BusinessAccessLayer and GeographicAccessLayer fields. These fields can now be included in the data source and mapped in the system fields section, allowing for manual assignment of access layers across supported data types. Static access layers are not supported for Product and Associations data types.

Allow users to upload a single document against multiple Related Parties in the Related Party Data & Documents task. After selecting the relevant entities, users upload the document via a modal, complete required metadata, and track progress through a real-time upload indicator. Once complete, the document is linked to any matching requirements, and the grid updates automatically to reflect satisfied requirements and updated statuses.

This enhancement introduces ETL support for the creation and management of investment and bank account data, enabling seamless migration into Fenergo. Users can now create and update account records while establishing relationships between investment accounts, bank accounts, funds, and investors.

This enhancement introduces a configuration option to prevent the persistence of expired documents within document-related tasks. Once enabled, out-of-date documents will be flagged with an 'Expired' chip, giving greater visibility to document status and helping users easily identify expired documentation.

Gives users the ability to remove multiple associated entities from the Related Party hierarchy in a single action, with permission-based access, confirmation and progress modals, and changes finalised after the Verify Related Party Associations V2 task.

New approach to rate limiting Ingress Events by complexity.

ISDA Initial Data Sourcing task enhancements including individual linking of datasets, support for extra data sets (include EMIR Legacy, EMIR Refit (UK and EU), and SBS) and MR Support

This enhancement introduces the ability to configure and display custom metadata fields as additional columns within the Linked Documents and Matching Documents grids. This provides greater visibility of document-level data directly in the UI, reducing the need for users to open individual document records. Users can configure up to two text-based metadata fields (excluding rich text) via the Document Metadata Configuration screen. Once enabled, the selected fields will appear in the relevant document grids, with values truncated for readability and full text available via tooltip on hover. This enhancement applies to document requirements using the Document V2 framework.

A new secondary identifier field is now available for LexisNexis and any custom screening provider: Passport Number. This must be enabled in the screening provider's Secondary Identifier Configuration in order to use. For LexisNexis Ongoing Screening (OGS), the Batch Formats configured in Bridger must be updated to include Passport Number for it to be sent and used in OGS. The updated Batch Format files can be downloaded from the User Guide.

A new configuration setting has been added to allow administrators to require users to enter a comment when waiving a document. This setting can be enabled from the Document Requirement Metadata configuration screen. When turned on, users will not be able to complete a waiver without providing a comment. The configuration applies to all waiver tasks going forward and supports improved compliance tracking.

User Guide Reference: Document Management -> Mandatory Comments on Document Waiving