The Risk Details section of the Review & Approvals V2 task now supports configurable risk sub-tabs, surfacing journey-scoped risk assessment results for Entity Risk, Product Risk, and Related Party Risk directly within the reviewer's task.

A set of enhancements are now available in Document Generation, adding new data sources, editor reliability fixes, and expanded related-party coverage.

R&A V2 Profiles now support version control, and can be promoted between tenant environments using Configuration Exchange.

Investment Account tasks can now automatically re-link documents that were already linked in an earlier journey, reducing the need for users to manually re-select documents. Documents are re-linked to matching requirements when the Investment Account is edited in a later journey.

The Fenergo SaaS LexisNexis integration has been upgraded from version 11 to version 12.1 of the LexisNexis Bridger APIs. This keeps the integration aligned with the current supported LexisNexis API version and ensures continued access to LexisNexis service updates.

Reviewers working in the Review & Approvals V2 task can now see the lifecycle status of each product directly in the Products panel, without navigating away from the task. A status chip appears in the header row of each product accordion, showing its current platform lifecycle state alongside the existing product data. The status displayed at the point of task completion is captured in the task snapshot as a permanent, read-only audit label, ensuring a complete record of what the reviewer saw at the time of their decision.

User Guide Reference: Review & Approvals

If an Investment Account is offboarded in one journey while another journey containing that account remains in progress, the platform now detects the change when the Investment Account task is opened, reopened, saved or completed. The account is either removed automatically or, where a draft exists, displayed as read-only until Save is selected. An inline message explains what has changed and, where action is required, what to do next.

Any draft changes against an offboarded account are not applied to it: the "Current Verified Data" held at the point of offboarding is retained. Conflicts relating to the offboarded account are resolved automatically and are not surfaced in the Conflict Resolution task.

Document Generation gets its biggest set of upgrades yet — twelve enhancements spanning a faster editing experience, smarter templates, and richer data. Import and export to Word, no-code conditional logic, a live template preview, a brand-new Journey Documents data source, journey-aware versioning, journey-level data, support for special-character languages, and much more all land in this release, turning template configuration into a dramatically faster and more capable process from start to finish.

A new Scoping Condition source 'Investment Accounts' is available on Stage, Process, Task, and Task Assignment properties in Journey Builder.

When a stage, process, task, or task assignment with an Investment Account scoping condition is reached in a journey, the journey engine evaluates the condition against the investment accounts linked to the entity.

The Related Party Checkpoint task now supports system autocompletion, extending the existing autocompletion framework to this task type.