Automatic Naming of New Managed Relationship Entities

Managed Relationships entities are integral to the agency data model. They are optional and can be left unnamed or can be manually named. We've added an option to automatically apply a "Legal Entity Name" value that follows the format: "MR - [Agent Legal Entity Name] - [UP Legal Enttity Name]".

When toggled on, the system will insert this text into the legalEntityName field for Managed Relationships that are in scope for an Agency Request journey and currently have no name (new or existing). This text can be overwritten if you have configured the Agency Request Details or Managed Relationship Details tasks to include the legalEntityName data requirement for MR's.

The toggle to enable this is found on the Add Parties to Request task (where MRs are created).

User Guide Reference: Agency User Guide (Configuring Agency Requests)