It is now possible to navigate from the Entity Profile Page of an Investment Account to the related entity via a 'Related Entity' tile on the Investment Account Entity Profile Page.
Investment Account tasks can now automatically re-link documents that were already linked in an earlier journey, reducing the need for users to manually re-select documents. Documents are re-linked to matching requirements when the Investment Account is edited in a later journey.
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.
Reviewers can now assess Bank Account and Investment Account information directly within the Review & Approvals Task, alongside existing entity, related party, product, and document data. Bank Accounts display in their own list with New/Changed indicators and a field-level Details view; Investment Accounts display with drill-in access to Details, Document Requirements, Funds, Bank Accounts, and Related Parties.
Visibility of individual accounts is enforced by the reviewer's Entity and Search access layers, and existing Review & Approvals commenting, permissions, and approval decision behaviour apply consistently across both account types.
Administrators can now configure Ownership and Control requirements for Investment Account Related Parties. Required related parties are displayed to the user directly above the related party grid. Users are prevented from completing the Investment Account task until all required related parties have been added.
Two new Policy Engine sources are now available: Investment Account Fund and Investment Account Fund Share Class. Configurators can use these sources to trigger data and document requirements and conditional values directly on the investment account based on the linked fund and linked share class.
Users reviewing a journey can now see Investment Account and Bank Account changes directly on a new Accounts tab in the Proposed Changes task. The Accounts tab shows a field-level comparison between the verified baseline and the current journey draft for each account, covering Investment Account data, Bank Account data, related parties and linked bank accounts on Investment Accounts. Current journey data or previously verified data can be accepted individually or in bulk.
The Matching Tab in the Investment Account Document Requirements workflow now also surfaces acceptable-type documents held at the related investor entity level, not just those linked to the investment account itself. Users can link a matched investor entity document directly to the investment account requirement without creating a duplicate document record.
When it is imperative that a user create at least one investment account in the Investment Account task, a configuration toggle can now be enabled in Investment Account task properties to enforce investment account creation. If the user attempts to complete the Investment Account task and no investment accounts have been created against the entity, they will be presented with a validation error and cannot complete the task until at least one investment account has been created.
When it is imperative that a user capture at least one bank account in the bank account task, a configuration toggle can now be enabled in Bank Accounts task properties to enforce bank account creation. If the user attempts to complete the bank account task and no bank accounts have been captured against the entity, they will be presented with a validation error and cannot complete the task until at least one bank account has been captured.