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.
Senior Product Owner working on our SaaS platform.
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.
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.
Principal Product Owner working on our SaaS platform.
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.
