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Question

How do you define a set of fields to appear on an Investment Account entity and not in the Investor Journey?

  • December 3, 2025
  • 0 replies
  • 8 views

I want to add details on Account for information in relation to the Investment itself. 

I don’t want them to appear against the Enrich profile for my Investor. 

What do I need to do in the policy to have this happen?