Investment Account Task Support
The Investment Account Task brings Investment Account data directly into a Digital Subscription journey. Portal users can now view the Investment Accounts assigned to them and complete the data and document requirements for each account independently, tracking progress per account as they go. Data requirements, Document requirements, status filtering, secondary identifiers, progress indicators, task level guidance, and task- and data-level audit are all supported.
Configuration toggles for document display and status filtering are available in Journey Builder, so the task adapts to each journey's needs.