Account Data in Proposed Changes

Users reviewing a journey can now see Investment Account and Bank Account changes directly on a new Accounts tab in the Proposed Changes task. The Accounts tab shows a field-level comparison between the verified baseline and the current journey draft for each account, covering Investment Account data, Bank Account data, related parties and linked bank accounts on Investment Accounts. Current journey data or previously verified data can be accepted individually or in bulk.

User Guide Reference: Conflict Resolution and Proposed Changes