Agency Bulk Upload
Agency Bulk Upload introduces a new Agency ETL task within the Agency Request journey, allowing customers to onboard large volumes of Underlying Principals, Managed Relationships and Products for an Investment Manager using CSV files instead of manual UI entry.
By embedding our Extract Transform Load (ETL) capabilities directly into Agency Requests, customers can process high-volume agency onboarding while still using the standard Agency data model, connected journeys and policy-driven validation.
This release enables you to:
- Use Agency ETL task to bulk upload Underlying Principals, Managed Relationships and Products for high volume Agency Requests (up to 1,000 Underlying Principals and 5,000 Products per journey).
- Leverage powerful ETL capabilities, so you are not tied to a single file structure and can preview and validate your data before it's loaded:
- Upload CSV files per data type and Data Group.
- Filter data to target specific subsets of larger files.
- Map System Fields and Policy / Product Policy fields (with Automap and mapping memory).
- Map non-aligned values to Fenergo lookups using Map Lookups.
- Use Preview and Validation, including date handling via Date Parse.
- Reduce duplication through a configurable Duplicate Search step for Underlying Principals:
- Upgrade your existing Agency Request Journey. This task is used in place of the existing UI tasks. You can simply update your existing Agency Request Journey by replacing the existing UI tasks (Add Parties to Request and Agency Request Details) with the Agency ETL task. If you want retain a journey for low volume processing, we recommend using different journey types so that users can easily pick the experience they want.
User and Configuration Guide Reference: