This tool has now been extended to support the creation of Non CLients.

Integration Flows is Fenergo's new Integration PaaS. It includes a low/no-code design environment fully managed on Fenergo's SaaS platform, enabling users to build, customize, and deploy integrations directly from within the Fenergo UI.

This latest release of Advanced Dashboards functionality includes the introduction of filter capability on 'Journey Name' &'Task Name' fields. Some additional changes as part of this push include the changing how users can edit a View name, removing Data Groups as config options for Dashboards and introducing a Days Open option in Journey & Task Dashboard View Configuration. More information on this can be found in the Advanced Dashboard user guide.

Enable the sending of both ISO Country Codes as well as Country Names to the adapter, so that both can be utilised for screening. This gives clients greater flexibility by enabling them to use either the country name, the ISO code, or both when mapping to screening providers.

This tool allows users to upload .CSV files with client data - extracted from multiple sources - directly through the UI to create or update client records. The ETL tool offers several key features to streamline data processing. It supports flexible data loading and transformation, allowing users to upload data from one or more tables in .CSV files while enabling joining, filtering, and transformations before loading it into the system. A preview feature lets clients quickly validate data transformations and mappings, ensuring fast and accurate adjustments. Additionally, the tool provides comprehensive validation, ensuring all entity data is verified before being loaded into the system. With real-time monitoring, users can track the progress and outcomes of validations and data loads, enhancing observability without requiring extensive technical support. Currently supports 10,000 entities of each entity type, 'Individual' , 'Company' and 'Other' in one migration project.

DataImport event extended with the following capabilities

• Journey.Schema now allows for 100 pages within query

The Significance Engine introduces an AI-driven capability to evaluate the change in a field's value, and marking that change as either "Significant" or "Insignificant". Users can configure prompts to define what constitutes a significant change, which the AI will use when determing the significance of a field's change in value. The AI will provide transparency in why it made its decision, and this decision can also be overridden by a user where required. The outcome of "Significant" or "Insignificant" can then be leveraged within the Journey to drive further conditionality and logic. Please note that this functionality is not available on live production tenants.

Legal Entity Secondary Identifiers are now able to be configured within the Credit Screening task. This enables users to be able to easily identify the entity/s that appear in the left-hand navigation within the task.

The Financial Analysis task has been enhanced to allow for the download of the data captured in the Financially Analysis task as a CSV file. This will empower users to fulfill any external or internal audits as required.