This feature allows Portal Admin to enable/disable the Remove Legal Entity Link Button, allowing Portal users to remove a link to the Legal Entity on the profile page.

This feature enables Portal Admin users to manage the visibility and utilization of Journey Level Metadata in the Portal.

This feature allows users with different roles to complete outreach stages/tasks in a journey. There are two functionalities introduced as part of this feature: - Assigned Portal Role - Email Notifications

This feature enables streamlined user data entry by sourcing information directly from an external data provider. It optimizes entity selection and search processes, reducing manual input and ensuring accurate data retrieval.

This enhancement supports the ability for conditions to be configured that automatically trigger certain actions based on the related party (fund) associated with an investment. The trigger condition applies across data fields, document requirements, and ownership and control requirements.

This feature aims to streamline the process of linking fund managers and other portal users to investors, ensuring fund managers have a comprehensive overview of all investors in their portfolio, with access control ensuring only authorized users can view sensitive data.

This feature extends the Read Only functionality for Data Groups from Fen-X to the Portal. Data Groups marked as Read Only in Fen-X will be uneditable in the Portal, preventing unauthorized modifications and ensuring data integrity. The Add button will be hidden for Read Only Data Groups, and users will not be able to edit or delete values.

The Portal User Guidance feature provides step-by-step instructions within the Portal, helping users complete tasks like onboarding and document submission more efficiently. Customizable guidance, including markdown elements (headers, lists, links), appears at relevant stages to improve user accuracy and experience. This feature ensures users follow required steps correctly, enhancing satisfaction and reducing errors.

This feature updates the design of the Document task interface to improve the display and management of mandatory document requirements, including the acceptable document types feature. Key changes include clearer display of mandatory documents (marked with a red asterisk), an updated upload component with a more intuitive icon, and a refined "Document Type" dropdown showing only acceptable document types.

This feature removes the Quick Link UI restriction, allowing portal users to be linked to an entity type "Other" without any UI restrictions, and ensures the portal continues to function and display correctly. This feature also updates the error message to "Unable to link a portal user to an entity of type Group."