Policy

Share questions and best practices around policy setup, rules, and policy governance

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EoghanCaseyFenNew Participant

asked in Policy

How do you define a set of fields to appear on an Investment Account entity and not in the Investor Journey?

I want to add details on Account for information in relation to the Investment itself. I don’t want them to appear against the Enrich profile for my Investor. What do I need to do in the policy to have this happen?

2 days ago

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