The capture and management of Related Parties (RPs) within the Investment Account task has been enhanced to align with the existing Related Party capture task.
This optimisation provides a consistent user experience across Fenergo tasks, ensuring that related party information can be captured, searched, and maintained in the same intuitive way used elsewhere in the platform.
Key Improvements
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Aligned User Experience
The Related Party modal within the Investment Account task now follows the same layout, flow, and interaction pattern as the standard Related Party capture task.
This provides a familiar, streamlined experience for users performing related party capture across different task types. -
Simplified Search and Link Process
Users can perform a search using minimal input, a search is permitted when at least one field in the Related Party Basic Details panel is populated.
Search results are displayed inline within the modal, enabling users to immediately review and either link an existing entity or create a new one. -
Consistent Validation and Save Logic
Mandatory validations are enforced at the point of saving. The relationship between the investment account and the related party is only created when the user selects Save.
Impact
- The behaviour and layout of the Related Party modal in the Investment Account task are now consistent with the standard Related Party capture process.
- This optimisation improves usability and reduces training overhead by providing a single, unified approach to capturing related party data across Fenergo tasks.
- Relationships captured within the Investment Account task remain specific to that account and do not trigger global related party verification.