The search box on the Product tab and Managed Products tab of the Entity Profile Page has been enhanced with selectable modes. Table Data mode keeps today's behaviour, filtering the table by its visible columns. All Data mode surfaces 'Onboarding' drafts from in-progress journeys directly in the table, and extends search to all product properties (including data groups).

The Product Details modal that is presented from product grids within the Entity Profile Page (Product tab, Manage Products tab, Underlying Principals tab) can now be configured to control which Product Categories appear, and their dislpay order. Data groups render at the position of the category they belong to, and categories with no populated requirements for the product being viewed are hidden automatically to provide a clear view of relevant data.

We've added a 'Product' entity type to the existing Legal Entity Profile Configuration page.Previously the modal displayed all categories in a fixed order. When no categories are configured for 'Product' entity type, the current state experience applies (all categories, fixed order).

Guidance is now available for configuring the DocuSign anchor tags used by the eSignature task. Documents sent for signing carry anchor tags for signature, initials, date signed and print name fields, and creating the matching shared Document Custom Fields in your DocuSign account ensures these signing fields are placed automatically on every envelope.

Fenergo SaaS now supports the LexisNexis WorldCompliance Data Plus watchlist alongside the existing WorldCompliance – Full (Legacy) dataset. WorldCompliance Data Plus provides richer, structured screening data and more frequent sanctions updates, helping firms meet intraday sanctions-screening obligations such as the EU Instant Payments Regulation.

The Journey Audit Drawer now includes a Journey Data Changes tab, showing the audit record for journey level data captured in this specific journey. Journey level data is captured by data tasks in the journey rather than against the entity record, and is typically used for gathering field inputs that will drive other journey behaviours or capturing data that is only pertinent to each specific journey instance.

Previously, changes to journey level data were not part of the audit record and were not visible to reviewers. The new 'Journey Data Changes' tab lists each journey level data field that has been populated within the journey along with its current value, who last updated it and when, and expanding a field reveals its full history of changes within that journey. It follows the same layout as the 'Entity Data Changes' and 'Product Data Changes' tabs, and requires no additional permissions to view.

User Guide Reference: Audit in Fenergo -> Journey Level Audit

Analysts can now have Screening Classification Data captured directly at the point an Ongoing Screening hit is confirmed as a match, rather than waiting until the downstream On-Demand Screening task. Once captured, that classification is reused automatically across every related On-Demand Screening task the confirmed match triggers.

The related party duplicate search within journeys has been enhanced to support searching by data group fields such as Address Details and Tax Identifiers. Previously, users could only search using standard policy fields, requiring separate searches outside the journey to verify identity using critical identifiers. Configurators can now designate one or more data groups as part of the duplicate search scope on the Related Parties, Related Parties Data & Documents, and Hierarchy Capture task types in Journey Schema Builder. When configured, users will see additional input fields for those data groups in the search panel when adding a related party. Providing all mandatory data has been entered, users may search using only policy field values, only data group field values, or a combination of both. Matching entities are returned in the existing Potential Duplicates panel. This reduces the risk of duplicate related party creation, improves data integrity, and keeps users within the journey workflow throughout the onboarding process.

The Product Risk Assessment task now excludes products that are leaving a client relationship. Products with a lifecycle status of Offboarding or Offboarded are removed before the assessment begins, so that an entity's product risk reflects only the products it actively holds.

This is feature will affect how product risk is calculated and does not have a configurable opt-in mechanism. For tenants with the Product domain enabled, the change is available in non-live tenants from 26 August 2026 and will be enabled in all live tenants from 29 September 2026. To have it applied to your live tenant earlier, contact your Fenergo Client Partner.

Supporting-document requirements are now configured per screening provider, from a new Supporting document tab in the screening provider configuration — replacing the previous per-task setup.

The Product Related Party Checkpoint is a new system-managed task that blocks a parent journey from advancing until all Product RP child journeys launched by the Product Related Party Launchpad have reached a terminal state. This ensures that the Merge Product Related Party Drafts and Verify tasks only execute against fully completed due diligence data.