10 posts tagged with "Agency"

Agency Bulk Upload introduces a new Agency ETL task within the Agency Request journey, allowing customers to onboard large volumes of Underlying Principals, Managed Relationships and Products for an Investment Manager using CSV files instead of manual UI entry.

By embedding our Extract Transform Load (ETL) capabilities directly into Agency Requests, customers can process high-volume agency onboarding while still using the standard Agency data model, connected journeys and policy-driven validation.

Managed Relationships entities are integral to the agency data model. They are optional and can be left unnamed or can be manually named. We've added an option to automatically apply a "Legal Entity Name" value that follows the format: "MR - [Agent Legal Entity Name] - [UP Legal Enttity Name]".

Conflict Resolution was previously updated to retain resolved conflicts for review as a completed task. We've enhanced this to also retain resolved conflicts for Managed Relationships. No configuration or enablement is required. When the Conflict Resolution task is completed with MR conflicts, they will be available for review in the completed task.

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.

We've delivered some usability enhancements to guide the user through mandatory inputs in the 'Agency Request Details', and to enforce the limit of 20 funds in the ‘Add Parties to Request’ task.

We've made it easier to navigate to the Entity Profile page for Managed Relationship entities.

To simplify navigating large volumes of products managed by an Agent entity, we’ve introduced the Underlying Principals tab to replace the 'Agency Products' tab.

Today, we've introduced a small enhancement to improve usability and scalability of the Manage Products task in Agency contexts. Agency Products which are associated to an entity with an 'Investment Manager' product relationship, will no longer be visible in the Manage Products tab. Agency Products are maintained from the context of the 'Owner' i.e. the Fund, so displaying these products within the Manage Products task for an Agent entity adds noise when managing their principal products. There is no action required to apply this feature.

Today, we've introduced a small enhancement to improve clarity among the product tabs for Agent and Underlying Principal Entities. The 'Product' tab will now exclude all Agency Products, now only displaying non-agency products associated with the entity. Agency Products for Underlying Principals will continue to display in the 'Managed Products' tab, with the 'Agency Products' tab displaying them for the Agent Entity.