Product Updates

Adjusted endpoint configuration in order to support additional document metadata columns Affected Endpoints​ PUT /documentmanagementcommand/api/configuration GET /documentmanagementcommand/api/configuration

Changed Validation behaviour for Document Requirement Update (Waiving) Affected Endpoints​ PUT /documentmanagementcommand/api/documentrequirement/{id}

This feature introduces the supporting of Configuration Exchange for Portal Roles. Portal Admin are now able to import Portal Roles across environments through configuration exchange, allowing for a reduction in manual configuration and increased time savings. User Guide Reference: Configuring the Fenergo Portal > Configuration Exchange Support of Portal Roles

Placed restrictions on ID integer fields to only accept 32-bit integer values

The new Document Assignment task enables more flexible and controlled document sharing across entities during the onboarding journey. It replaces the limitations of Shared Templates and Entity Groups with a more dynamic, user-driven approach. User Guide Reference: Document Management -> Document Assignment

This feature will introduce a new Bank Account Risk Assessment task to Fenergo SaaS that will calculate bank account risk for each bank account that has been added or edited within a journey, along with the aggregated risk of all bank accounts associated with an entity. User Guide Reference: Working With Risk Functionality -> Using The Bank Account Risk Assessment Task Configuration Guide Reference: Configuring Risk Functionality -> Configuring The Bank Account Risk Assessment Task

VLookup functionality for Datagroup fields is now supported in Salesforce during entity creation. This ensures datagroup values such as Country or State are matched and translated when sent from Salesforce to FenX. User Guide Reference: Salesforce User Guide > VLookup functionality for Datagroup Fields

As part of the Related Party Adapted Experience, a new Related Party Data & Documents task is now available. This task is designed to work with the existing Related Parties task, and will separate the additional data and document requirement capture that is needed for particular entities in the hierarchy. Related Party Scoping Rules have been introduced to control those entities in scope within the new task. User Guide Reference: Related Party Management->Related Party Adapted Experience

This enhancement to Intelligent Document Processing allows for the extraction of related parties from uploaded documents. IDP now has the capability to build out rich, complex related party hierarchies within the existing IDP flow. User Guide Reference: Using Intelligent Document Processing -> Hierarchy Extraction

The ability to transfer and update product data is available for clients to try out in their lower tenants. User Guide Reference: ETL Extract Transform Load User Guide for Products

Added optional properties to role configuration: EntityPageConfig: EntityPageDataReqCategory (moved from PublicConfigEditableBase) ShowEntityProfilePageV2 (optional) EntityPageDocumentTypes (optional) ProductRequestDetailsCategory (optional) Affected Endpoints​ POST /api/portal-roles/createrole PUT /api/portal-roles/updateroledetails GET /api/portal-roles/portalRole/{id} GET /api/portal-roles/portalRoles

This feature introduces a dedicated Documents tab on the Portal Entity Profile page. It allows users to view, search, and download documents directly associated with a client profile, independent of launching a Journey. The tab is accessible from the View Client Details section and improves document accessibility across the platform. Admins can configure visibility and applicable document types via Role Configuration. User Guide Reference: Using the Fenergo Portal > Display Documents on Entity Profile Page

Will from Fenergo provides an overview configurability enhacements that support KYC Reliance. We have introcuced 3 new data sources in Product Domain to better support conditional values for KYC Reliance (Current Product Metadata, Related Investment Manager, Related UP Owner). Will also walks us through the model configuration in the CIB Market Solutions tenant.

We are pleased to announce the release of our new KYC Reliance enhancement. This provides a powerful framework for you to configure how KYC Reliance is applied during your Underlying Principal onboarding journeys. You can now build sophisticated rules using data from the Investment Manager, the Underlying Principal, and associated Products to determine precisely when reliance is appropriate. This allows you to fully automate the application of your organisation's specific KYC Reliance policy, dynamically triggering KYC due diligence activities based on the outcome of your rules. This achieved with 3 new data sources that are available in Product domain: Current Product Metadata (is this an agency Product where KYC Reliance should be assessed) Related Investment Managr (does the IM assocated with the Product meet the conditions for KYC Reliance) Related UP Owner (if applicable, does the product owner (UP) meet the conditions for KYC Reliance) User Guide Reference: Agency User Guide (Agency Request)

We've enhanced the Managed Relationship Details task wtih the same UX we recently release for Agency Request Details. This will make it clearer for users when there are mandatory Data or Document requirements outstanding and guide them to the area requiring action by highlighting the Managed Relationship, tab (data/docs) and requirements that still need to be captured. User Guide Reference: Agency User Guide (Configuring Agency Requests)

The ability to transform 9 different date formats in datasources to dates in ISO 8601 so they can be loaded correctly to Fenergo User Guide Reference: ETL Extract Transform Load User Guide

The Trader Portal supports configuration options that mirror the Standard Portal, allowing for consistent user experience. This includes the ability to update details by launching maintenance requests. User Guide Reference: Trader Request > Allow Journeys to be Updated

This feature introduces toggles in the Trader Request that allows Portal admin to control whether capturing product information is mandatory or optional for new and existing clients. This change introduces flexibility to accommodate different use cases and scenarios. Clients will be able to toggle the enforcement of product capture to either mandatory or optional and depending on the type of request. User Guide Reference: Trader Request > Enforce Product Capture

getEntitiesPagedList has additional validation for the Pager.From and SearchAfter params. Only one can be used at a time. If both are provided, the request will return a 400 Bad Request error. POST /entitydataquery/api/entity/getEntitiesPagedList POST /entitydataquery/api/v2/entity/getEntitiesPagedList

This enhancement ensures conditional fields in the Basic Details section are correctly mapped when initiating a new request in Salesforce. If a parent condition is met, the related field is displayed and pre-filled as expected.

The ability to transfer and update association data is available for clients in their production tenants. User Guide Reference: ETL Extract Transform Load User Guide for Associations

Updated the max teams limit to 300, max access layers to 2000

Deliver a seamless and user-friendly identity verification experience with customizable task messaging, localized language support, and in-app result review-empowering your teams to act quickly and your customers to complete verification with ease. Configure task messaging and required actions to align with your brand and process needs. Review identity verification results, such as document checks, face match, and liveness-directly within Fenergo SaaS. Manage configuration consistency across environments using Config Exchange. Support data retention policies with automatic deletion of ID&V data upon entity offboarding User Guide Reference: Digital ID&V

Accelerate KYC and identity verification by automatically completing ID&V review tasks based on clear outcomes, reducing manual effort, improving consistency, and delivering faster decisions to your customers. Automatically complete ID&V tasks when all checks pass with a full match or when any check fails. Eliminate unnecessary manual reviews for straightforward verification outcomes. Maintain full process visibility with autocompleted tasks accessible in the journey view. Trigger follow-on actions or tasks based on outcome, supporting end-to-end workflow automation. User Guide Reference: Digital ID&V

Enhance the accuracy and trustworthiness of identity verification with AI powered data matching that compares user details against submitted ID documents. Delivering clear, explainable results. Leverage AI to compare basic details (e.g., name, date of birth, nationality) against extracted ID document data. Return clear match outcomes: Full Match, Partial Match, or No Match, with field-level comparison. Automatically fail the verification if a Partial or No Match is detected Provide a similarity score to quantify how closely the captured and extracted details align User Guide Reference: Digital ID&V