Senior Product Owner working on our SaaS platform.
Will from Fenergo walks through what the new Agency Bulk Upload capability can do and how it's configured. The new 'Agency ETL' task offers a new way to onboard large volumes of funds (Underlying Principals) and Products for an Investment Manager directly from an Agency Request journey.
Instead of keying every fund and product through Add Parties to Request and Agency Request Details, users can now upload CSV files and map their contents to requirements to upload up to 1,000 Underlying Principals and 5,000 products per Agency Request journey.
Senior Product Owner working on our SaaS platform.
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.
Senior Product Owner working on our SaaS platform.
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.
Senior Product Owner working on our SaaS platform.
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.
