Will from Fenergo’s product team introduces the new feature called Review Journey Scheduling. He explains how this feature, which will eventually replace the Journey Schedules feature, allows for more configurable and scalable review scheduling. He demonstrates how the feature works, how reviews are scheduled and executed, and how it handles product reviews. He also explains the configuration process, including setting up entity scoping rules and product scoping rules, and how to interact with the scheduled reviews using APIs.

In his tutorial, Tim from Fenergo’s product team introduces a small change made in the entity grouping space in Fenergo tenants. He explains how two additional columns have been introduced in the group members grid for more flexibility and information display. He demonstrates how to configure these additional columns in the entity profile configuration space and emphasizes that this change, once configured, is applicable to all the entity group entity types. He also shows how to refresh the page to see the latest changes.

Georgina from Fenergo introduces new functionality for their asset servicing solution. The update includes two new tabs within the entity profile, ‘Investment Accounts’ and ‘Related Investment Accounts’, providing visibility of investment accounts outside of a journey. These tabs offer insights into investment accounts related to an investor entity or a fund entity, enhancing clarity and visibility within the entity profiles.