Agency Bulk Upload: Optional Managed Relationships and Autonaming
Agency Bulk Upload no longer requires a Managed Relationship file. Where customers don't hold Managed Relationship data, the Managed Relationship data type can be de-selected on the Agency ETL task, and the system will find or create the Managed Relationship between the Investment Manager and each Underlying Principal during Load. A new Autoname MRs setting gives those Managed Relationships a meaningful name automatically. This is available now on non-live tenants and will be enabled on live tenants from 5 October 2026.
This release enables you to:
- De-select Managed Relationship in the Agency ETL task's Data Types, so users no longer upload, map or validate a Managed Relationship file. Existing Managed Relationships are reused, and new draft ones are created where none exist.
- Use the new Autoname MRs toggle in the Agency ETL task's Task Content settings, enabled by default, to name new Managed Relationships "MR - [Investment Manager Legal Entity Name] - [Underlying Principal Legal Entity Name]" where no name is supplied.
A supplied legalEntityName is never overwritten, and generated names are limited to 200 characters, with the Underlying Principal Legal Entity Name cropped where necessary.
User and Configuration Guide Reference: