Product Updates

Users can now configure Ongoing Monitoring for D&B for both the Client entity and its Related Parties using the D&B CMPBOL package. DunsId can now be used as a search parameter, and in the automated deduplication process of Related Parties. Data mapping files also added to the user guide. User Guide Reference: External Data Configuration User Guide: Ongoing Data Monitoring.

This feature introduces a third and a fourth outreach email template to the Portal Configuration section. Configurators will now be able to select between four distinct email templates when creating an outreach snapshot. User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > New Outreach Template

Includes pre-signed URLs in the response for batch transaction error file. GET /api/v1/batch-transactions/batch

Accounts can now be surfaced in the Conflict Resolution task. This will give users the ability to resolve conflicts on both investment accounts and bank accounts. User Guide Reference: Change Management Guide

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.

Agency Bulk Upload introduces a new Agency ETL task within the Agency Request journey, allowing customers to onboard large volumes of Underlying Principals, Managed Relationships and Products for an Investment Manager using CSV files instead of manual UI entry. By embedding our Extract Transform Load (ETL) capabilities directly into Agency Requests, customers can process high-volume agency onboarding while still using the standard Agency data model, connected journeys and policy-driven validation. This release enables you to: Use Agency ETL task to bulk upload Underlying Principals, Managed Relationships and Products for high volume Agency Requests (up to 1,000 Underlying Principals and 5,000 Products per journey). Leverage powerful ETL capabilities, so you are not tied to a single file structure and can preview and validate your data before it's loaded: Upload CSV files per data type and Data Group. Filter data to target specific subsets of larger files. Map System Fields and Policy / Product Policy fields (with Automap and mapping memory). Map non-aligned values to Fenergo lookups using Map Lookups. Use Preview and Validation, including date handling via Date Parse. Reduce duplication through a configurable Duplicate Search step for Underlying Principals: Upgrade your existing Agency Request Journey. This task is used in place of the existing UI tasks. You can simply update your existing Agency Request Journey by replacing the existing UI tasks (Add Parties to Request and Agency Request Details) with the Agency ETL task. If you want retain a journey for low volume processing, we recommend using different journey types so that users can easily pick the experience they want. User and Configuration Guide Reference: Agency Bulk Upload

The Portal now supports MultiBranding capabilities, allowing clients to configure and manage multiple branded experiences within a single Portal instance. Each brand can have its own distinct look, feel and content, enabling organisations to deliver unique digital experiences for different client groups or business lines. With Multibranding, Portal configurators can define and maintain multiple Portal URLs, each associated with a specific brand identity. These brands can have their own configurations including: Distinct URLs Logos, colour, visuals Customised content and email templates Plus much more End users are automatically presented with the correct brand based on the portal URL they access, enabling tailored experiences without the need for multiple portal instances. User Guide Reference: MultiBranding

The Review & Approvals Task enables users to review, comment on, and approve entity, product, related party, document and risk data directly within Fenergo. It replaces email-based reviews with an auditable, collaborative task that supports threaded comments, configurable approval options, and data comparison views. User Guide Reference: Review & Approvals

The Portal introduces the Dynamic Reference Data Mapping Task, enabling configurators to dynamically filter dropdown values on Entity Data fields using verified data held in another source such as Account Related Funds or Datagroups. This improves data accuracy, reduces configuration complexity, and creates a more personalised, context-driven experience that adapts to the entity’s actual investment or datagroup data. User Guide Reference: Dynamic Reference Data Mapping

Clodagh from Fenergo gives a demo of Investment Account Access Layers, which ensure no unauthorized user can access investment account data.

Clodagh from Fenergo gives a demo of Bank Account Access Layers, which ensure no unauthorized user can access bank account data.

Ruth from the product team introduces alert handling in Fenergo. This video covers the Alerts Dashboard, assessing alerts, bulk handling of alerts, grouping alerts and the configuration of the alert assessment journey.

This release introduces enhanced support for mandatory and non-mandatory Data Groups within ETL, enabling users to clearly understand which datagroups require input during migration. A new Mandatory column is now displayed in the Datagroups grid, indicating whether the data requirements the data group is linked to is mandatory or not for the selected entity type. This improvement ensures that users are only required to provide data where necessary, streamlining the migration process and reducing confusion when optional datagroups appear without data. Mandatory datagroups must be fulfilled before progressing, while non-mandatory datagroups no longer block workflow completion. User Guide Reference: Mandatory vs Non-Mandatory Data Groups

Padraig from Fenergo provides an overview of the new multibranding capabilities introduced in the Fenergo Portal.

Padraig from Fenergo demonstrates a multitude of UX improvements made to the Fenergo Portal in recent months.

The Portal now allows for the Email Sender within an Email Address to be configurable within the Portal Configuration section of Fenergo. Enabling this whitelabelling functionality provides our clients with a better brand-aligned experience for their Portal users. This will apply to: Outreach Emails Delegated Authority Emails Journey Cancellation (Trader Portal Only) Verify Account Emails These Email Senders are configurable per brand, meaning that there can be multiple email senders coming from the one Portal instance. It allows configurators to change what displays before the @ symbol in an email address. Example: kyc@testmail.com Note: This enhancement applies to Portal V2 Templates only. User Guide Reference: Configurable Email Sender

Roscha from Fenergo demonstrates the Journeys Dashboard providing Portal users with a centralised view of all in progress journeys for their associated investors. It provides quick access to high-level journey details and an overview of data, documents, investment, accounts, and products associated with each specific journey.

Product Access Layers (PALs) and Product Field Access Layers (PFALs) introduce a dedicated security model for product data. These controls allow clients to restrict which products a user can see, and which product fields they can view, based on Business Related and Geographic access layer entitlements. This ensures product visibility is governed independently of the owning Entity, providing stronger information barriers and more precise access control across all product-related features. This release enables you to: Control visibility of product records using Product Access Layers Restrict visibility of specific product fields using Product Field Access Layers Automatically assign Product Access Layers using Dynamic Access Layer Rules Enforce access consistently across: Manage Products Agency Request Details Entity Profile Page (Product, Managed Products, Underlying Principals, Audit – Product) Proposed Changes and Conflict Resolution Product Query APIs Advanced Reporting User and Configuration Guide Reference: Access Management – Product & Product Field Access Layers

Added property ForbiddenEntityDrafts to SearchEntityDrafts response. Affected Endpoints​ POST /entitydataquery/api/v2/entity/search-entity-drafts

Will from Fenergo walks through the new Product Access Layers feature, giving an overview of what it does and how to configure it.

Multi-Publish now supports the Related Party domain. When selected in the task definition, the Multi-Publish task will publish all Related Parties connected to the entity at the point of execution. Partial publishing is not supported. This enables updated Related Party information to be made available earlier in the journey, while the full Related Party verification process can still run later in the workflow.

The release introduces a new Map Lookups step in ETL, allowing users to automatically transform their data source lookup values into their corresponding lookup values defined in Fenergo. This ensures that imported attribute, such as Country, Industry, or Risk Ratings ,are consistently mapped to Fenergo’s configured lookup lists, enhancing data quality and preventing validation errors in downstream processes. User Guide Reference: ETL UI - Map Lookups

Fenergo’s Screening Agent is now available for Ongoing Screening, in addition to On Demand Screening. User Guide Reference: Screening Agent

Note: this beta release available to customers by request Managing configuration across multiple tenants can be challenging when relying on manual, ad-hoc imports. Configuration Release Hub introduces a modern, centralised mechanism for creating, versioning and deploying configuration, enabling clients to maintain configuration in a single source tenant (typically Dev) and promote versioned snapshots to higher environments through controlled, repeatable processes. Using Configuration Bundles, customers can group related configuration changes into publishable versions that are safely stored and imported via API. This ensures consistent deployment across UAT, Pre-Prod and Prod, supports stronger governance, and aligns configuration management with standard SDLC and CI/CD practices.This enables predictable, auditable configuration promotion and reduces risk by eliminating uncontrolled tenant-to-tenant changes. This Beta release enables you to: Maintain all configuration centrally in a designated source tenant (e.g., Dev) Create Configuration Bundles and publish versioned snapshots of configuration Automatically calculate and validate required dependencies Promote configuration to higher environments exclusively via API, enabling CI/CD automation Track import progress with per-item results and access detailed logs for troubleshooting Improve governance by decoupling configuration creation from configuration deployment Current Beta Limitations: Supported Domains and Configuration Types are limited (expanding incrementally) Bundles cannot be deleted or cloned Removing items from a bundle is single-select only No UI for initiating imports or viewing import history (API only) User and Configuration Guide Reference: Configuration Release Hub – Functional User Guide

Will from Fenergo introduces the Beta MVP for our new approach to moving configuration between tenants. Will explores the differences between Configuration Release Hub and the existing Configuration Exchange feature and walks us through how to build and manage Configureation Bundles and then how to import them via APIs. He wraps up to explain what the 'Beta' label means and what gaps remain in this MVP.