Share Class Type Added to Investment Account Naming Convention
When the Default Investment Account Name toggle is enabled, the Investment Account name is now automatically generated to include the linked Fund Product type, in addition to the Entity name and Fund name.
The updated naming formats are:
- No Fund linked:
EntityName_Account - Fund linked, no Product:
EntityName_FundName_Account - Fund and Product linked:
EntityName_FundName_ProductType_Account
The name updates dynamically as Fund Product linkages are added or changed. If the generated name exceeds the configured character limit, it is truncated from the end. No new toggles or permissions are required - this behaviour is governed entirely by the existing Default Investment Account Name toggle. The tooltip text for this toggle has also been updated to reflect the new logic.