Product Updates

Journey.Schema now allows for 100 pages within query Added Association.Properties to expose custom properties in Association Records

New fields PlaceOfBirthISO2, PlaceOfBirthISO3, CitizenshipISO2, CitizenshipISO3, RegisteredCountryISO2, RegisteredCountryISO3, Address.CountryISO2 and Address.CountryISO3 added to the Screening Entity Search Criteria. These fields can be used as a means for clients to send the country codes for the related country secondary identifiers (Country ISO2 or Country ISO3 Codes) to any provider directly, as an alternative to the current method requiring this to be done only through fixed country names. This is currently not yet supported for any of our out-of-the-box providers but can be used for custom providers. We are working on releasing support for RDC and WCO soon. Affected Endpoints​ - POST `/api/batch`- POST `/api/entity`- PUT `/api/entity/\{entityId\}`- GET `/api/batch/\{id\}`- GET `/api/batch/journey/\{journeyId\}`- GET `/api/batch/journey/\{journeyId\}/process/\{processId\}`- GET `/api/batch/\{batchId\}/entity`- GET `/api/batch/\{batchId\}/entity/\{entityId\}`- GET `/api/entity/\{entityId\}`- POST `/api/entity/getentitieslist`

New query parameter ExcludeUsersCount to endpoint GET /authorizationquery/api/team**?ExcludeUsersCount=false

This enhancement supports the ability for conditions to be configured that automatically trigger certain actions based on the related party (fund) associated with an investment. The trigger condition applies across data fields, document requirements, and ownership and control requirements. User Guide Reference: Configuring the Fenergo Portal > Support Account related Fund Trigger Condition

Legal Entity Secondary Identifiers are now able to be configured within the Credit Screening task. This enables users to be able to easily identify the entity/s that appear in the left-hand navigation within the task. User Guide Reference: Credit Screening User Guide

Added DataSources property (used for evaluation) to request that updates Outreach Data. PUT /externaloutreachcommand/api/v1/data/updateOutreachData/{journeyId} PUT /externaloutreachcommand/api/v2/data/updateOutreachData/{journeyId}

Mark endpoints as obsolete: GET /authorizationquery/api/access-layer GET /authorizationquery/api/team

New V2 api Authorization Query API​ Endpoint will return the same data as V1 but there will not be users property. Instead of that there will be UsersCount GET /authorizationquery/api/v2/access-layer Endpoint will return the same data as V1 but there will not be users and scopes property. Instead of that there will be UsersCount GET /authorizationquery/api/v2/team

The Financial Analysis task has been enhanced to allow for the download of the data captured in the Financially Analysis task as a CSV file. This will empower users to fulfill any external or internal audits as required. User Guide Reference: Financial Analysis User Guide

Description: This feature will allow Users to dictate the Journey Types that are launched for the Journeys for Entity Creation and Entity Update respectively. This is selectable at a Bulk Request level, offering greater flexibility in specificying the specific Journey Types you expect to see relative to that request. By default, the default Journey Types for Entity Creation and Entity Update are "Client Onboarding" and "Maintenance" (existing behaviour). User Guide Reference: Bulk Upload User Guide > Custom Journey Types

Financial Analysis Query API​ Retrieve a Financial Analysis report for specific version in csv format. GET /financialanalysisquery/api/report/set/setId:guid/version/versionId:guid

Conditional triggers from Datagroups are now supported. User Guide Reference: Salesforce User Guide

Ensures Salesforce users complete all mandatory Ownership & Control requirements in the Related Party task by enforcing rules through the use of toggles. The mandatory requirements and error messages are configurable to fit specific needs. User Guide Reference: Salesforce User Guide

Added list of affected tasks to the response in ResetTask endpoint PUT /api/journey-instance/{journeyInstanceId}/task/{taskId}/reset

The Conflict Resolution task can now be reviewed after the task has been completed. This provides users with a view of the data conflicts that were displayed within the task and the selections/decisions made by the user when resolving those conflicts. User Guide Reference: Conflict Resolution and Proposed Changes User Guide->Conflict Resolution Review

The Change Management process has been uplifted for improved validation and to include changes and conflicts for in scope fields only. User Guide Reference: Conflict Resolution and Proposed Changes User Guide->Related Parties Conflicts

Financial Analysis Query API​ Enable users to download a financial analysis report for a specific version in CSV format. Requires FinancialAnalysisReport permission. GET /financialanalysisquery/api/report/set/setId:guid/version/versionId:guid Financial Analysis Command API​ PUT /financialanalysiscommand/api/financialanalysis/setId:guid/status - Add new supported status Waived. PUT /financialanalysiscommand/api/financialanalysis/setId:guid/id:guid/status - Deprecate update Financial Analysis version status endpoint. Use /api/financialanalysis/setId:guid/status instead.

Changed the endpoint EvaluateAllRequirements to include SkipValuesEvaluation property in the request payload Affected Endpoints​ POST /policylogicengine/api/v3/engine/evaluate-all-requirements

The financial analysis scenario tab has been enhanced so that a user can reorder columns. This will ensure fewer clicks for users since the previous workaround was to delete the columns and readding them if a re-order was desired. User Guide Reference: Financial Analysis User Guide

The financial analysis task has been enhanced so that the minimum capture of financial items in the Scenarios Tab is now pre-populated upon a user opening the task. Previously, this functionality was limited to the Actuals tab in the Financial Analysis task. User Guide Reference: Financial Analysis User Guide

The Financial Analysis Import functionality has been enhanced to support the import of Scenarios. Previously, the import was restricted to the Actuals and this enhancement will further reduce the need for manual data entry. User Guide Reference: Financial Analysis User Guide

The financial analysis task can now be configured so that the Actuals, Scenarios and Summary Tab can be merged in a singular view. This will empower users who have a preference to see this data merged on the same screen. Previously, a user would not have this option as the Actuals tab would be mandatory for the Financial Analysis task. User Guide Reference: Financial Analysis User Guide

The financial analysis task has been enhanced so that a user can defer a particular entity's financial analysis. This will enable users' flexibility to choose which financial analysis to further review. User Guide Reference: Financial Analysis User Guide

Allows user to manually cancel a Journey, populate a reason for the Journey cancellation and add any additional notes/comments for context on why the Journey was cancelled. User Guide Reference: Salesforce User Guide

Users can assign a Journey Owner, who will act as the sole user responsible for the successful completion of a Journey. User Guide Reference: Salesforce User Guide