Emma from Fenergo demonstrates the new Screening feature that allows users to define country names in their preferred format through the use of custom codes, without the need to adhere to Fenergo’s predefined list. In addition to Grid and WCO, this feature is available for any custom screening provider.

Georgina from the Fenergo product team introduces the ability create a virtual document within Fenergo, meaning a fileless document that is a representation of a document that can be linked to items such as entities, journeys, document requirements and so on. Unlike a standard document model uploaded to the system, the file that the virtual document represents in not stored in Fenergo SaaS, and instead is stored elsewhere and can be accessed via a URL. Virtual documents can be used in most parts of the application where standard documents can be created and maintained, including some areas using v1 document components. Please refer the user guide for the full list of areas and for further detail on this feature.

Georgina from the Fenergo product team provides an overview of the functionality within the Conflict Resolution task. The task provides users with visibility of entity data changes made and published in parallel journeys that conflict with changes made within the current journey, and applies to entity data of the entity in journey, entity data of associated related parties and/or associated product data where configured. Users have the ability to accept the latest data or retain the current journeys data. For more information, please refer to the user guide.

Tariq from Fenergo demonstrates some significant enhancements to the document generation domain, including the component library and template designer. This video should be watched after watching the first Document Generation video, as it builds on fundamental concepts.

Emma from Fenergo demonstrates the new Secondary Identifier Field available for LexisNexis. It allows for segregation of ongoing screening lists for both Company and Invididual entity types.

"Niamh from the Fenergo product team introduces a feature that enables users to call a custom task provider to automatically populate data within a field. The example in this video demonstrates the concatenation of all related party names with a direct ownership relationship to the product. This feature streamlines the process by removing the need for manual concatenation or page navigation, reducing errors and improving efficiency. For more details, please refer to the user guide.

Arthur from Fenergo introduces the capability for user to link a product as a child of another product from the context of a deal.

Arthur from Fenergo introduces a new feature in the asset servicing solution that allows users to screen investment accounts and their related parties.

Will walks us through the new Narratives feature. This allows our customers to directly capture notes concerning Compliance and Business interactions with their clients, all without the need for a journey. For more details, refer to the user guide.

Georgina from the Fenergo product team introduces the ability to include Related Party entity data in the Conflict Resolution task. This feature provides users with visibility of entity data changes made and published in parallel journeys that conflict with changes made for related parties within the current journey. Users can decide to accept the latest data or retain the current journey’s data. For more details, please refer to the user guide.