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ETL Agency Migration Autoname Managed Relationships

ETL Agency Migration can now automatically name new Managed Relationships that are created without a name, using the format "MR - [Investment Manager Legal Entity Name] - [Underlying Principal Legal Entity Name]". Managed Relationships created by the system no longer display as a generic "Managed Relationship", making them easy to tell apart where an Underlying Principal has several. This is available now on non-live tenants and will be enabled on live tenants from 5 October 2026.

This release enables you to:

  • Use the new Autoname New MRs setting on the project's Project Details page, enabled by default for new ETL Agency Migration projects.
  • Have names generated for Managed Relationships created automatically during the Underlying Principal Load, and for new Managed Relationship records supplied without a legalEntityName.
  • Keep full control of naming — a supplied legalEntityName is never overwritten, existing Managed Relationships are not renamed, and the setting can be turned off until Load starts.

Generated names are limited to 200 characters, with the Underlying Principal Legal Entity Name cropped where necessary.

User Guide Reference: ETL Extract Transform Load -> ETL Agency Migration