Orbis users can now map a 'directPercentageLabel' field which will capture non-numerical Direct Percentage values, for display in the Related Parties Task when configured.

This enhancement introduces the ability to bulk upload risk configuration items using a CSV file.

It reduces the manual effort of uploading items one by one by allowing configurators to prepare a CSV file of values and their associated risk levels, then uploading them all at once.

The new Related Party Launchpad v2 allows clients to configure scoping rules for both new and existing related parties, enabling due diligence on verified and net new entities while leveraging existing Fenergo policy logic. It also supports multiple Related Party Launchpad tasks within a journey, allowing more than one set of related party journeys to be triggered.

The Alias Screening feature allows you to screen entities using multiple names, such as aliases (AKA) or former names (FKA), within a single inquiry. This enables a multi-name screening capability that streamlines compliance operations and improves traceability and transparency. Alias Screening is available for both WCO and custom screening providers.

This feature introduces screening tables to Advanced Reporting, enabling users to query, analyse, and report on PEP, Sanctions, Adverse Media, and Enforcement outcomes. It provides end-to-end visibility across screening processes, enhancing risk and compliance reporting.

This enhancement introduces the ability to assign static access layers during data migration by utilising the BusinessAccessLayer and GeographicAccessLayer fields. These fields can now be included in the data source and mapped in the system fields section, allowing for manual assignment of access layers across supported data types. Static access layers are not supported for Product and Associations data types.

Allow users to upload a single document against multiple Related Parties in the Related Party Data & Documents task. After selecting the relevant entities, users upload the document via a modal, complete required metadata, and track progress through a real-time upload indicator. Once complete, the document is linked to any matching requirements, and the grid updates automatically to reflect satisfied requirements and updated statuses.

This enhancement introduces ETL support for the creation and management of investment and bank account data, enabling seamless migration into Fenergo. Users can now create and update account records while establishing relationships between investment accounts, bank accounts, funds, and investors.

This enhancement introduces a configuration option to prevent the persistence of expired documents within document-related tasks. Once enabled, out-of-date documents will be flagged with an 'Expired' chip, giving greater visibility to document status and helping users easily identify expired documentation.

Gives users the ability to remove multiple associated entities from the Related Party hierarchy in a single action, with permission-based access, confirmation and progress modals, and changes finalised after the Verify Related Party Associations V2 task.