Josh from the Fenergo product team introduces a feature that displays collateral in the deal main entity view, enhancing credit decision-making and user experience by consolidating essential information. He demonstrates the configuration, showing how users can customize the view and columns. This feature prevents the need to navigate between tasks, streamlining the process. For more details, refer to the user guide.

Takura introduces Dun and Bradstreet as a new out-of-the-box external data provider in Fenergo. This update allows users to search and enrich client records efficiently. The walkthrough demonstrates configuration and usage, highlighting how Dun and Bradstreet integrates seamlessly with existing functionalities. Users can now view and manage collateral information directly within the deals task. For more details, refer to the user guide.

Josh from the Fenergo product team introduces a new feature that prepopulates financial items in the financial analysis task, reducing manual data entry. This feature ensures data quality while enhancing efficiency. Josh demonstrates the configuration and functionality, showing how predefined financial items appear automatically, maintaining existing validation standards. For more details, refer to the user guide.

In his tutorial, Tariq from Fenergo explains how to configure calculated date fields, which are determined by adding or subtracting a specific time period from another date. He demonstrates various examples and explains the configuration process in detail, highlighting the differences between calculated date fields and calculated number fields.

In this tutorial, Tariq from explains the concept of calculated number fields in Fenergo’s platform. He demonstrates how these fields perform calculations based on mathematical formulas applied to them, and how they can be configured in various policies. He also showcases several use cases, from simple to complex, including interactions with data groups.

Amrish from Fenergo’s product team provides an overview of the system’s intelligent document processing capabilities. He demonstrates how the system can automatically process uploaded documents, classify them, extract metadata, and link them to document requirements. He also shows how the system can split documents into individual components, correct extraction errors, and review extracted data before committing it to the entity record.

Tariq from Fenergo introduces the document generation domain, a feature that allows documents to be natively generated within Fenergo. He demonstrates how data captured and stored within the application can be structured and styled onto a document. He also shows how documents can be generated with data from various sources, and how these documents can be used to complete document requirements. He further explains the process of configuring document generation, including creating a lookup list, setting up a naming convention, and configuring templates.

Niamh introduces the new feature in the deals task that restricts related party searches and the ability to create new related parties. He demonstrates how this feature is useful for clients who have their entities mastered in another application and want to control how related parties are maintained. He shows how the related party model lets you create a new related party, and how this functionality can be removed through configuration. He also demonstrates the ability to restrict search to the main entity, which is useful for clients with complex relationship structures.

Georgina from Fenergo introduces a new feature in their asset servicing solution that allows users to capture additional related parties for investment accounts. This feature enhances the management of relationships between an investor and a fund, providing a deeper understanding of investor investment accounts.

Arthur from Fenergo demonstrates how to trigger requirements on an investor record based on related funds of investment accounts. This feature, part of their asset servicing solution, allows for the capture and management of the relationship between an investor and a fund. The video steps through the configuration process and shows the feature in action within a journey. This helps streamline user interaction during investor onboarding or maintenance.