6 posts tagged with "ETL"

ETL Post Processing enables automatic recalculation of Dynamic Access Layers (DAL) and Jurisdiction assignments for entities created or updated during ETL migrations, ensuring migrated data aligns with standard platform governance and policy rules.

This capability can be enabled per ETL project using Post Load Actions. Once ETL Load completes, the recalculations run asynchronously and apply to all entities included in the migration.

• Dynamic Access Layers: Re-evaluates and applies rule-based access control for supported entity types.
• Jurisdictions: Recalculates jurisdiction applicability, adds newly applicable jurisdictions, and updates policy versions.

ETL Virtual Documents enables the bulk migration of both Entity and Product virtual documents into Fenergo, allowing document records to be created and linked without requiring a physical file upload. This supports structured document metadata ingestion, validation, and association to the correct legal entity or product with appropriate classification and access controls.

ETL Entity Documents enables the bulk migration of regulatory and KYC documents into Fenergo, allowing documents to be securely uploaded, validated, virus-scanned, and linked to the correct legal entity with the appropriate metadata and access controls.

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.

This release introduces enhanced support for mandatory and non-mandatory Data Groups within ETL, enabling users to clearly understand which datagroups require input during migration. A new Mandatory column is now displayed in the Datagroups grid, indicating whether the data requirements the data group is linked to is mandatory or not for the selected entity type.

This improvement ensures that users are only required to provide data where necessary, streamlining the migration process and reducing confusion when optional datagroups appear without data. Mandatory datagroups must be fulfilled before progressing, while non-mandatory datagroups no longer block workflow completion.

The release introduces a new Map Lookups step in ETL, allowing users to automatically transform their data source lookup values into their corresponding lookup values defined in Fenergo. This ensures that imported attribute, such as Country, Industry, or Risk Ratings ,are consistently mapped to Fenergo’s configured lookup lists, enhancing data quality and preventing validation errors in downstream processes.