In preparation of the upcoming release of the new Integration Hub, an additional category - Integrations - will be added to the Fenergo SaaS Menu. This new category will be the central location for accessing various integration features in Fenergo SaaS. Consequently, the existing External Data category will be moved under Integrations, and all current items within External Data will be accessible through the Integrations category moving forward.
The Policy Tasks Autocompletion feature allows for the automatic completion of Tasks by the system. A Task that is configured as such will only autocomplete if all Policy validation is satisfied within the individual Task. If there is outstanding validation, the Task must be completed by a User. A dedicated User Guide has been created for this functionality, under the "Journey" section on the Document Portal.
The Financial Analysis Import functionality has been enhanced to support the import of Actuals financial information for Related Parties. Previously, the import was restricted to the main entity and this enhancement will further reduce the need for manual data entry.
The Custom Task Provider functionality has been updated to support instances when it is used in conjunction with the Summary tab in the Financial Analysis task. Furthermore, when enabled in journey builder, the custom task provider button and the save button have been merged to provide a better user experience to enable the action from a single click.
Calculated Dates feature allows users to leverage Fenergo's calculation engine to perform calculations based on the formula configured for date periods.
Calculated Number Fields can be used in Policy to trigger other fields.
The Manage Deals task has been enhanced so that users can view a Collateral tab within the Main Entity View (to determine the used and unused collateral/s). Previously, the Manage Deals task would only display the Entity Details and Products linked to the Main Entity.
The financial analysis task has been enhanced so that the minimum capture of financial items is now pre-populated upon a user opening the task. Previously, a user would have to manually add the required financial items into the financial group and would be blocked from completing the task if this wasn't satisifed.
Name generated documents using Entity Data datkeys. Document Versioning for generated documents.
Flag investment accounts for offboarding so that they no longer trigger scoping and follow data retention periods.