12 posts tagged with "Other Videos"

Clodagh from Fenergo gives a demo of Bank Account Access Layers, which ensure no unauthorized user can access bank account data.

Clodagh from Fenergo gives a demo of Investment Account Access Layers, which ensure no unauthorized user can access investment account data.

Will from Fenergo introduces the Beta MVP for our new approach to moving configuration between tenants. Will explores the differences between Configuration Release Hub and the existing Configuration Exchange feature and walks us through how to build and manage Configureation Bundles and then how to import them via APIs. He wraps up to explain what the 'Beta' label means and what gaps remain in this MVP.

Roscha from Fenergo demonstrates how to bulk create risk configuration items via a .csv file.

Karl from Fenergo demonstrates how to use ETL to create and update product to entity associations.

Karl from Fenergo demonstrates how to use ETL to create and update product to entity associations using etl.

Clodagh from Fenergo gives a demo of the Bank Account Risk Assessment task, which calculates bank account risk for each bank account that has been added or edited within a journey, along with the aggregated risk of all bank accounts associated with an entity.

Karl from Fenergo demonstrates how to use ETL to create and update investment and bank account records while establishing relationships between investment accounts, bank accounts, funds, and investors.

Georgina discusses the new Related Party Data & Documents task - splitting hierarchy capture from ID&V data/doc collection, with scoping rules and mandatory enforcement.

Niamh from Fenergo gives a demo of the ETL tool, showcasing how clients can now upload .CSV files directly through the user interface to create or update client records without relying heavily on technical teams. The demo will walk through key features such as data source joining, field mapping to Fenergo, transformations, previews, validation against field specifications, and real-time monitoring of data loads-all designed to simplify the data migration and data update process for business users.