6 posts tagged with "Associations"

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.

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.

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

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

A new option has been introduced in the Related Parties task in Journey Builder that will allow the restriction of entity group associations to only be permitted to members of the entity group. Once enabled, the search will return results from verified members of the entity group in journey.

A new permission has been introduced that applies to the Related Parties task. This new permission "Association Edit & Link Only" will allow Clients to control scenarios where specific users require the ability to add associations, but only link to existing entities. New entities cannot be created as part of the process.