A new configuration option has been added to allow tenant-level control over whether users are required to provide comments when cancelling a journey. A user with the journey edit permissions can now enable or disable the "Require comments when cancelling a journey" setting from the journey configuration panel. When enabled, users must enter a comment before cancelling a journey. The setting is applied automatically across all in-flight journeys, with no need for manual saving.

User Guide Reference: Configuring Journeys -> Mandatory Comment on Journey Cancellation

This feature removes the validation that prevented users from adding a Risk Assessment task (of any type) to a process within a stage that was configured with process completion order set to 'In any order'. This allows you to complete jurisdictional KYC requirements within the same stage, improving overall onboarding times by better supporting parallel work effort.

An update has been applied so the Related Party Scoping Rules can now be located under the Journey management menu option.

User Guide Reference: Related Party Management->Related Party Adapted Experience

The new Document Assignment task enables more flexible and controlled document sharing across entities during the onboarding journey. It replaces the limitations of Shared Templates and Entity Groups with a more dynamic, user-driven approach.

This feature will introduce a new Bank Account Risk Assessment task to Fenergo SaaS that will calculate bank account risk for each bank account that has been added or edited within a journey, along with the aggregated risk of all bank accounts associated with an entity.

As part of the Related Party Adapted Experience, a new Related Party Data & Documents task is now available. This task is designed to work with the existing Related Parties task, and will separate the additional data and document requirement capture that is needed for particular entities in the hierarchy. Related Party Scoping Rules have been introduced to control those entities in scope within the new task.

User Guide Reference: Related Party Management->Related Party Adapted Experience

This enhancement to Intelligent Document Processing allows for the extraction of related parties from uploaded documents. IDP now has the capability to build out rich, complex related party hierarchies within the existing IDP flow.

The ability to transfer and update product data is available for clients to try out in their lower tenants.

We are pleased to announce the release of our new KYC Reliance enhancement. This provides a powerful framework for you to configure how KYC Reliance is applied during your Underlying Principal onboarding journeys.

We've enhanced the Managed Relationship Details task wtih the same UX we recently release for Agency Request Details. This will make it clearer for users when there are mandatory Data or Document requirements outstanding and guide them to the area requiring action by highlighting the Managed Relationship, tab (data/docs) and requirements that still need to be captured.