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Enabling Advanced Dashboards on all live Production tenants

This latest push of Advanced Dashboards functionality includes enabling the Dashboards on all live Production tenants, Configuration Exchange Support for Dashboard configuration as well as enabling Localisation support for the Dashboards. We have also introduced a new UI for users in the left hand nav bar. With this updated UI, users will be able to locate 'Tasks' & 'Journeys' Dashboards respectively at the top level as their own individual icons.

IDP Managed Knowledge Base

A new functionality that allows for user-inputted entries into a stored knowledge base that can be fed into the LLM to help reach the expected outcomes of the User when utilising IDP. This allows for fine-tuning of intelligent document processing results over time during your testing. The entries in your knowledge base can be shared between tenants via config exchange.

Integrations - Integration Flows

Integration Flows is Fenergo's new Integration PaaS. It includes a low/no-code design environment fully managed on Fenergo's SaaS platform, enabling users to build, customize, and deploy integrations directly from within the Fenergo UI.

Enabling filter by Journey Name & Task Name on Dashboards

This latest release of Advanced Dashboards functionality includes the introduction of filter capability on 'Journey Name' &'Task Name' fields. Some additional changes as part of this push include the changing how users can edit a View name, removing Data Groups as config options for Dashboards and introducing a Days Open option in Journey & Task Dashboard View Configuration. More information on this can be found in the Advanced Dashboard user guide.

Screening Country Mapping by ISO Codes (Grid and WCO)

Enable the sending of both ISO Country Codes as well as Country Names to the adapter, so that both can be utilised for screening. This gives clients greater flexibility by enabling them to use either the country name, the ISO code, or both when mapping to screening providers.

ETL (Extract Transform Load) Beta Release

This tool allows users to upload .CSV files with client data - extracted from multiple sources - directly through the UI to create or update client records. The ETL tool offers several key features to streamline data processing. It supports flexible data loading and transformation, allowing users to upload data from one or more tables in .CSV files while enabling joining, filtering, and transformations before loading it into the system. A preview feature lets clients quickly validate data transformations and mappings, ensuring fast and accurate adjustments. Additionally, the tool provides comprehensive validation, ensuring all entity data is verified before being loaded into the system. With real-time monitoring, users can track the progress and outcomes of validations and data loads, enhancing observability without requiring extensive technical support. Currently supports 10,000 entities of each entity type, 'Individual' , 'Company' and 'Other' in one migration project.