This feature introduces a consistent Unlink action for removing linked relationships from an investment account without deleting the underlying records. Users can now unlink a verified bank account relationship from an investment account. The Unlink icon and confirmation modals are also standardised across bank accounts, funds, and related parties to clearly indicate that only the link is removed.
This feature introduces the ability to delete bank accounts after they have been verified in a journey.
This feature introduces the ability to view investment accounts associated to bank accounts within the bank account task.
Investor requirements and policies are now re-evaluated when the Investment Account task is saved or completed. Previously, this occurred only when a Fund was linked to or removed from an Investment Account. This supports scenarios where verified Fund data changes after linkage.
Accounts can now be surfaced in the Conflict Resolution task. This will give users the ability to resolve conflicts on both investment accounts and bank accounts.
The capture and management of Related Parties (RPs) within the Investment Account task has been enhanced to align with the existing Related Party capture task.
This optimisation provides a consistent user experience across Fenergo tasks, ensuring that related party information can be captured, searched, and maintained in the same intuitive way used elsewhere in the platform.
Access Layers on Accounts introduces the ability to capture access layers on investment accounts and bank accounts via manual capture or dynamic configuration.