Product Updates

Allow the New Request screen to be dynamically launched based on a custom action in Salesforce User Guide Reference: /user-guides/other-clm-functional-documentation-a-to-z/salesforce-app/salesforce-functional-user-guide#allow-new-request-screen-to-be-launched--on-a-custom-event)

Will from Fenergo’s product team introduces the new feature called Review Journey Scheduling. He explains how this feature, which will eventually replace the Journey Schedules feature, allows for more configurable and scalable review scheduling. He demonstrates how the feature works, how reviews are scheduled and executed, and how it handles product reviews. He also explains the configuration process, including setting up entity scoping rules and product scoping rules, and how to interact with the scheduled reviews using APIs.

Support for WCO country name from Turkey to Türkiye. User Guide Reference: WCO Specifics User Guide

In his tutorial, Tim from Fenergo’s product team introduces a small change made in the entity grouping space in Fenergo tenants. He explains how two additional columns have been introduced in the group members grid for more flexibility and information display. He demonstrates how to configure these additional columns in the entity profile configuration space and emphasizes that this change, once configured, is applicable to all the entity group entity types. He also shows how to refresh the page to see the latest changes.

Support existing set of Grid resolution reasons in Fen-X. User Guide Reference: Grid Specifics User Guide

Change Lexis Nexis batch file name to the following format: Fenergo_Ogs_tenantName_Individual Company_YYYYMMDD_unique_identifier User Guide Reference: Lexis Nexis Specifics User Guide

Support configurable Reasons for Screening Resolution for WCO. User Guide Reference: WCO Specifics User Guide

The "Publish to Entity" task now been enhanced to allow for the multi-publishing of "Primary Entity Documents". This allows for the earlier utilisation of Document Persistence across multiple Journeys for an Entity. User Guide Reference: Multi-Publish User Guide->Feature Overview

Remove all the ConfigurationV1 deprecated endpoints Affected Endpoints​ GET /api/v1/configuration GET /api/v1/configuration/lite GET /api/v1/configuration/provider/\{providerId\} GET /api/v2/configuration GET /api/v2/configuration/lite GET /api/v2/configuration/provider/\{providerId\} POST /api/v1/configuration POST /api/v1/configuration/\{configurationId\}/provider DELETE /api/v1/configuration/\{configurationId\}/provider/\{providerId\} PUT /api/v1/configuration/\{configurationId\}/provider/\{providerId\} PATCH /api/v1/configuration/\{configurationId\}/provider/\{providerId\} PUT /api/v1/configuration/\{configurationId\}/secondaryidentifiers POST /api/v1/configuration/\{configurationId\}/provider/\{providerId\}/test PUT /api/v1/configuration/\{configurationId\}/use-configuration-v2

Added new endpoint GetRequirementSetVersionLightById Affected Endpoints​ GET /policyquery/api/requirement-set/{setId:guid}/version/{versionNumber:int}/light

Manage Products task snapshot will now capture Related Parties, so that they will be reflected as they are when each Manage Products task is completed. This will include when draft or verified Related Parties are deleted. These changes are not retroactive, so any Manage Products tasks completed before the feature was deployed will not include Related Parties in the snapshot. User and Configuration Guide Reference: Product User Guide - Product Enablement Configuration Guide

Generate documents using Products as a Data Source. User Guide Reference: Document Generation User Guide

Orbis users can now search the Orbis provider by 'National ID', further extending the search capability for this provider. The field can also be used as part of the automation logic for single exact match responses. User Guide Reference: External Data Functional Configuration Guide:

Processes that have scoping conditions applied will no longer be visible in the journey component if the scoping condition has not been triggered. Processes without any tasks triggered will be hidden in the journey component also. User Guide Reference: Salesforce User Guide

The screening return results task will now fail when an error prevents its completion.

Added date time period formula schema to data field dto Affected Endpoints​ POST /policycommand/api/requirement-set POST /policycommand/api/requirement-set/{setId} PUT /policycommand/api/requirement-set/{setId}/version/{versionNumber} POST /policycommand/api/requirement-set/{id}/version/{versionNumber}/field POST /policycommand/api/requirement-set/{setId}/version/{versionNumber}/fields PUT /policycommand/api/requirement-set/{id}/version/{versionNumber}/field GET /policyquery/api/requirement-set GET /policyquery/api/requirement-set/{setId} GET /policyquery/api/requirement-set/{setId}/version/{versionNumber} GET /policyquery/api/requirement-set/{setId}/version/{versionNumber}/field/{id} Also added date evaluator to perform date calculation POST /policylogicengine/api/v3/engine/evaluate-all-requirements

Ability to unsubscribe from Grid Portfolio Monitoring using the Unsubscribe from Ongoing Screening task. User Guide Reference: Grid Specifics User Guide

Deprecated​ PUT /api/dashboard/upsertdashboardconfig Suggestion to use /api/dashboard/entitytypedashboardconfig API instead. Will be terminated on 2024-08-27 GET /api/dashboard/dashboardconfig/{id} Suggestion to use /api/dashboard/entitytypedashboardconfig/{id} API instead. Will be terminated on 2024-08-27 Added​ PUT /api/dashboard/entitytypedashboardconfig - Upsert Entity Typed Dashboard Config Upserts dashboard config with fields grouped by entity type. GET /api/dashboard/entitytypedashboardconfig/{id} - Get Entity Typed Dashboard Config Gets dashboard config with the corresponding Id returning fields grouped by entity type.

This feature allows clients to configure a dashboard with different columns for companies and Individuals. User Guide Reference: Portal Configuration User Guide > Portal Dashboards

We have implemented a feature that allows users to assign a colour to lookup list values (select dropdowns only), and these will display as chips on the datagroup grid when configured against a data requirement within a datagroup. User Guide Reference: Reference Data User Guide

The Business Metrics Dashboard allows you to understand key metrics about your journey processes. This area illustrates your journey completion rates, times, and trends since the beginning of your Fenergo tenant. Users will need 'Business Metrics Access' in order to view this area. A full walkthrough of each metric is covered in the user guide below. User Guide Reference: Dashboards & Reporting > Business Metrics Overview

The "Current Entity Changes" Data Source in the Journey Builder previously could only look at Data Requirements configured in the Global Policy. This has been uplifted so that Data Requirements from all Policies can now be utilised with this Data Source. User Guide Reference: Journey User Guide - (Current Entity Changes)

Collateral Query​ Collateral Query API provides an endpoint to validate the allocations of collaterals attached to deals in a specific journey Validate Deal Collateral Allocation POST /collateral/journey/{journeyId}/validateAllocation

Georgina from Fenergo introduces new functionality for their asset servicing solution. The update includes two new tabs within the entity profile, ‘Investment Accounts’ and ‘Related Investment Accounts’, providing visibility of investment accounts outside of a journey. These tabs offer insights into investment accounts related to an investor entity or a fund entity, enhancing clarity and visibility within the entity profiles.

To provide an understanding of the investment accounts related to an Investor or Fund entity in an Asset Servicing solution, two new tabs have been introduced within the Entity Profile. Verified investments accounts will display in the 'Investment Accounts' tab when viewed from an Investor entity profile, and within the 'Related Investment Accounts' tab when viewed from a Fund entity profile. User Guide Reference: Entity Profile->**"Investment Accounts" Tab and "Related Investment Accounts" Tab **