Will from Fenergo provides an overview of configurability enhacements that support KYC Reliance. We have introcuced 3 new data sources in Product Domain to better support conditional values for KYC Reliance (Current Product Metadata, Related Investment Manager, Related UP Owner). Will also walks us through the model configuration in the CIB Market Solutions tenant.
Will from Fenergo provides an overview of some recent enhancements to the Agency Feature. We've added a new tab to the EPP for Agent entities to display their associated Underlying Principals with nested products - this will replace the 'Agency Products' tab for a better user experience. The Managed Relationship Entity Profile is now easier to navigate and configurable to display MR specific data.
Georgina from the Fenergo product team introduces the ability create a virtual document within Fenergo, meaning a fileless document that is a representation of a document that can be linked to items such as entities, journeys, document requirements and so on. Unlike a standard document model uploaded to the system, the file that the virtual document represents in not stored in Fenergo SaaS, and instead is stored elsewhere and can be accessed via a URL. Virtual documents can be used in most parts of the application where standard documents can be created and maintained, including some areas using v1 document components. Please refer the user guide for the full list of areas and for further detail on this feature.
Roscha from Fenergo demonstrates new functionality which allows Portal users to complete missing product information, edit product details, and delete products within the Portal.
Roscha from Fenergo demonstrates the launching of maintenance journeys for an entity/investor in the Portal, allowing users to update and edit details in a journey.
Roscha demonstrates new functionality in Salesforce relating to Journeys. In this video, we look at Journey Comments, Journey Cancellation, and assigning a Journey Owner.
Roacha demonstrates the Portal Quick Link task which allows Salesforce users to quickly link new or existing users to a Portal account directly from a Journey.
Roacha demonstrates Virtual Documents which are now supported in Salesforce.
Niamh from Fenergo gives a demo of the ETL tool, showcasing how clients can now upload .CSV files directly through the user interface to create or update client records without relying heavily on technical teams. The demo will walk through key features such as data source joining, field mapping to Fenergo, transformations, previews, validation against field specifications, and real-time monitoring of data loads-all designed to simplify the data migration and data update process for business users.
Will from Fenergo provides a long overdue walkthrough of the current Agency feature. In this video, Will covers the agency data model, how Agency Request journeys are initiated and completed and how to configure journeys for Agents and Underlying Principals.