Product Updates

Arthur from Fenergo introduces the capability for user to link a product as a child of another product from the context of a deal.

Description: This feature will change the behaviour in how Entity drafts and Journey are created, whereby it will all be merged into a singular process to ensure that an Entity draft is always created and updated with the Bulk File payload before the Journey is launched, meaning that when the Journey's auto tasks run, the Entity data will already be there. User Guide Reference: Bulk Upload User Guide > Bulk Uploads Overview > Important Notes

First iteration of Entity data rules which can be integrated with python rules. Entity Data, Product data and Related Party data can be evaluated. User Guide Reference: TM User Guide > Rules Manager

The Portal Quick Link task in Salesforce allows users to link or unlink new or existing users to a Portal account directly from a Journey, provided they have the necessary permissions. Users can add or remove users by entering their email addresses, with verification steps for unverified emails and error messages for invalid or mismatched emails. User Guide Reference: Salesforce User Guide

Secondary Identifiers are now able to be configured within the Manage Collateral task. This enables users to be able to easily identify the collateral/s that appear in the left hand navigation within the task. User Guide Reference: Collateral Management User Guide

The financial analysis task has now been enhanced so that users are able to bulk delete in the Scenarios and Summary Tab. This will ensure fewer clicks for users and complements the bulk add feature within these tabs. User Guide Reference: Financial Analysis User Guide

Ability to enable Field Level Custom Task Providers on Products and Collateral in context of a Deal. User Guide Reference: Deals User and Configuration Guide

Affected Endpoints​ New field OtherInformation added to the SecondaryIdentifiers of a Screening Provider's Configuration. POST /api/configuration POST /api/configuration/provider PATCH /api/configuration/provider/\{providerId\} GET /api/configuration GET /api/configuration/provider/\{providerId\} New field OtherInformation added to the Screening Entity Search Criteria. 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

Clients who use the authentication approach of username/Password and want to avoid users navigating to the Portal Homepage before navigating to the login screen can append /redirecttologin to the URL. User Guide Reference: Configuring the Fenergo Portal > Bypass Fenergo Homepage on Login

Ability to make Screening Resolution Comments non-mandatory User Guide Reference: Lexis Nexis Specifics User Guide

The following enhancements are now available in Salesforce: Uplift Entity Data Policy from v2 to v3 API - There was a bug with conditional fields in Salesforce due to a change in Fen X. The app worked correctly with v2 Add success message when saving Data and Product tasks Display error messages: Labels instead of datakeys Display Tab name in console app as [JourneyName] | Journey Task Status refresh on Journeys - Extend updates to 60 seconds instead of 10 New Request: Display Conditional fields in Search results User Guide Reference: Salesforce User Guide

Support Default Values for fields within Data Groups in Salesforce (Data Task) as configured in the Fenergo SaaS Platform. User Guide Reference: Salesforce User Guide

The following validations are now available for fields within Data Groups in Salesforce (Data Task) as configured in Fen-X: Mandatory, Regex, noFutureDates, noPastDates User Guide Reference: Salesforce User Guide

The introduction of the Read Only Validation for Data Group Policy Requirements will also apply for Financial Groups in the Financial Analysis task. This will ensure the control & flexibility for clients to configure the ability to add or delete financial items in a financial group. User Guide Reference: Financial Analysis User Guide

Ability to control the actions available to users within for both Collateral & Assets within the Manage Collateral task. User Guide Reference: Collateral Management User Guide

The introduction of the Read Only Validation for Data Group Policy Requirements will now also apply for datagroups for collateral & assets in the Manage Collateral task. User Guide Reference: Collateral Management User Guide

Enable Related Collateral and Assets as a source in Policy Requirements. User Guide Reference: Collateral Management User Guide

Ability to link one product to another, capturing a parent to child relationship, from the context of a deal. User Guide Reference: Deals User and Configuration Guide

When calling the create batch endpoint, if the new batch is overriding any previous batches for the journey, it will now send the AdditionalSettings as part of each of the overridden batches to the adapters. Also updated the LexisNexis adapter Screen endpoint to use these AdditionalSettings for the AcceptList deletion, so entities are removed from the correct AcceptLists of the overridden batches. Affected Endpoints​ POST /screeningcommand/api/batch POST /lnadaptercommand/api/screen

First release of the new Advanced Dashboards capability in Fenergo. With this new dashboard, clients will be able to configure their own customise view (at tenant level) in which they can define which fields appear on a Journeys Management Dashboard. This is a BETA release and will only be enabled on non-live tenants only as part of initial release. Full enablement of this feature will be deployed by 31/10. User Guide Reference: Advanced Dashboards User Guide

S&P subscribed clients can now call direct for ISDA Amend datsets for their supported Protocols. User Guide Reference: ISDA Amend

kompany users can now enable the UBO Discovery call automatically, at the same time as the automatic Company Profile call is made, in order to speed up the return of data. User Guide Reference: External Data Functional Configuration Guide: Automation

Narratives are now available under a new tab on the Entity Profile Page and can be captured and maintained directly (without the need for a journey). Our customers want to capture the story of key client interactions, so that anyone visiting the Entity Profile Page can quickly catch up. We've separated 'Compliance Narratives' and 'Business Narratives' with the ability to grant permissions to each section separately. Permissions control the ability to view, create, edit and delete narratives in each section separately. Narratives are also fully audited, with the ability to view the full narrative captured at each point in time. To start using Narratives, please assign new narratives permissions to the required teams. User Guide Reference: Narratives User Guide

Will walks us through the new Narratives feature. This allows our customers to directly capture notes concerning Compliance and Business interactions with their clients, all without the need for a journey. For more details, refer to the user guide.

Enhancements within Policy now integrate Product data into rule construction across several configuration options, enabling more precise and dynamic rule-based actions. Users can now trigger automated actions on Entity Data or Documents based on specific Product trigger conditions in the portal. User Guide Reference: Configuring the Fenergo Portal > Related Product Trigger Conditions