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Connected Journeys View enhancement

We've added 3 capabilities to the Connected Journeys View to improve usability and performance in journeys using Entity Grouping, Related Parties Launchpad and Agency Journey Launchad:

  • Search Connected Journeys by Entity Name
  • Filter by Journey Status (i.e. 'In Progress')
  • Scroll bar will automatically appear when the number of Connected Journeys Requires it.

Policy Tasks Autocompletion

The Policy Tasks Autocompletion feature allows for the automatic completion of Tasks by the system. A Task that is configured as such will only autocomplete if all Policy validation is satisfied within the individual Task. If there is outstanding validation, the Task must be completed by a User. A dedicated User Guide has been created for this functionality, under the "Journey" section on the Document Portal.

"Current Entity Changes" Referencing All Policies

The "Current Entity Changes" Data Source in the Journey Builder previously could only look at Data Requirements configured in the Global Policy. This has been uplifted so that Data Requirements from all Policies can now be utilised with this Data Source.