Product Scoping Rules can now be imported via Configuration Exchange, both as direct selections and as automatic dependencies of journey schemas that reference them in a Manage Products task. Once imported, the Manage Products task in the target tenant uses the version of the Product Scoping Rule that was selected during the import.
A new Legal Hold mechanism has been introduced to block the deletion of an entity while legal or regulatory proceedings are active. Legal Holds can be applied to any entity type from the Entity Profile Page and suppress both the automated Data Deletion Scheduler and the Delete Entity Data API for as long as the Legal Hold is active. When the Legal Hold expires or is removed, the entity returns to the standard deletion lifecycle.
For user clarification, the entity data validation error that appears when field validation fails, has been updated to reference the fields label name as it appears in the task, rather than the underlying datakey identifier.
The Conflict Resolution task has been updated so that users only see the products and product fields they are entitled to see. Configurators also have the option to nominate Product Categories whose conflicted fields should default to "Current Verified Data" instead of "This Journey".
This feature introduces the ability to have the Manage Products Task be completed by the Autocompletion agent. This can be configured within the journey builder.
Product Access Layers are calculated on 'Save' in the Manage Products task. If users lack the resulting access layers, they will lose access to that product and be unable to edit it further.
We're introducing a warning toast that monitors product field changes and alerts the user when current inputs will result in an access layer they lack, recommending to finalise all required inputs for the product before saving. This mitigates the risk of an inaccessible and incomplete product that may otherwise block task completion.
When the Enable bank account purpose toggle is on for the Investment Account task, a Bank account purpose field is displayed in the Link Bank Account modal. Users must select one or more purpose values before saving the link, and the selected values are displayed in the Account Purpose column of the Bank Accounts grid.
Purpose values are configurable via the Reference Data Editor under the 'Bank Account Purposes' reference data list. If the toggle is subsequently turned off, any previously captured purpose values remain visible as read-only in the Account Purpose column and are not removed.
Investment Accounts that are Pending Offboarding can now be retained in entity evaluation until the offboarding relationship is explicitly verified. When the Evaluate Investment Account at Verified Offboarding toggle is enabled on the Account Control Configuration page, Pending Offboarding Investment Accounts continue to drive policies, documents, data requirements, and Dynamic Access Layers, based on policy configuration. The Investment Account is only removed from entity evaluation when the Verify Account Relationships task completes, at which point the related requirements are re-evaluated.
When the toggle is disabled (the default), existing behaviour is preserved: Investment Accounts are immediately excluded from entity evaluation as soon as they are marked as Pending Offboarding.
Authorised users can now manage settings that govern Investment Account behaviour from a dedicated Account Control Configuration page under Management → Journey. Access is governed by two new permissions, Account Control Configuration Access (view) and Account Control Configuration Edit (modify).
The page introduces a new Evaluate Investment Account at Verified Offboarding tenant-wide toggle (disabled by default), and hosts the Show Investment Account Associations toggle, which has been relocated from Entity Profile Configuration with its existing behaviour preserved.
This feature will allow users to set restrictions on the file types that can be uploaded in the application. It will also allow users to apply restrictions on the file size's that can be uploaded.
User Guide Reference: Document Management -> Restrict File Size and File Type