25 posts tagged with "Journey"

Document Generation gets its biggest set of upgrades yet — twelve enhancements spanning a faster editing experience, smarter templates, and richer data. Import and export to Word, no-code conditional logic, a live template preview, a brand-new Journey Documents data source, journey-aware versioning, journey-level data, support for special-character languages, and much more all land in this release, turning template configuration into a dramatically faster and more capable process from start to finish.

A new Scoping Condition source 'Investment Accounts' is available on Stage, Process, Task, and Task Assignment properties in Journey Builder.

When a stage, process, task, or task assignment with an Investment Account scoping condition is reached in a journey, the journey engine evaluates the condition against the investment accounts linked to the entity.

The Related Party Checkpoint task now supports system autocompletion, extending the existing autocompletion framework to this task type.

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

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.

Administrators can now configure the Orbis integration to exclude indirect shareholder associations from returned ownership hierarchies. When enabled, shareholder associations without a direct ownership percentage are removed, providing a cleaner view of direct ownership structures.

The Orbis external data integration now returns inactive companies alongside active entities. KYC analysts can search for a company by name or identifier and receive a match from Orbis regardless of whether the entity's status is active or inactive.

The Product Related Party Launchpad is a new task type that allows due diligence journeys to be triggered for related parties associated with products in a journey. It operates within a Product Connected Journey, mirroring the behaviour of the Related Party Journey Launchpad V2 in a product relationship context.

Users with the Unassign Journey or Task Owner permission can now clear a Journey Owner or Task Owner assignment without needing to immediately assign a replacement, returning the owner field to an unassigned state while preserving the team assignment.

Journey-level comments are now accessible from within a Task. Users can open the Comments shelf whilst working inside any Task in a Journey, without needing to navigate back to the Journey Hub.

User Guide Reference: Comments on LE and Journey