3 posts tagged with "Related Party Management"

Advanced Reporting now exposes the association subtype for related party records through a new subtype column on the relatedparties dataset. This makes it possible to report on the specific business relationship behind Product and Agency associations, which previously could not be distinguished from one another.

Until now, the relatedparties dataset projected only the association type. For standard related party associations this type is the business relationship (for example Director or Shareholder). For Product and Agency associations, however, type is a fixed value (product or agencyRequest) used to set those associations apart, and the meaningful relationship was not available in reporting.

Multi-Publish now supports the Related Party domain. When selected in the task definition, the Multi-Publish task will publish all Related Parties connected to the entity at the point of execution. Partial publishing is not supported. This enables updated Related Party information to be made available earlier in the journey, while the full Related Party verification process can still run later in the workflow.

A user interface has been added to the Related Party Risk Review task. This enhancement allows users to view the full breakdown of input values used to calculate each risk factor for a given related party. The UI includes aggregate and per-party scores, relationship details, and a drill-down into the contributing risk data.

This enhancement is available without configuration changes, but it does not apply retroactively to tasks completed before this date. To access the updated view, the task must be re-run.