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Release Notes

Entity Profile "Product" tab now excludes Agency Products

Related products:Fenergo Platform
  • March 11, 2025
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Today, we've introduced a small enhancement to improve clarity among the product tabs for Agent and Underlying Principal Entities. The 'Product' tab will now exclude all Agency Products, now only displaying non-agency products associated with the entity. Agency Products for Underlying Principals will continue to display in the 'Managed Products' tab, with the 'Agency Products' tab displaying them for the Agent Entity.

User Guide Reference: Agency User Guide (Agency Request)