Bank Accounts and Investment Accounts in Review & Approvals

Reviewers can now assess Bank Account and Investment Account information directly within the Review & Approvals Task, alongside existing entity, related party, product, and document data. Bank Accounts display in their own list with New/Changed indicators and a field-level Details view; Investment Accounts display with drill-in access to Details, Document Requirements, Funds, Bank Accounts, and Related Parties.

Visibility of individual accounts is enforced by the reviewer's Entity and Search access layers, and existing Review & Approvals commenting, permissions, and approval decision behaviour apply consistently across both account types.

User Guide Reference: Review & Approvals