Portal UX Improvements

A set of Portal UX Improvements have been introduced to enhance clarity, guidance, and visual feedback for end users. These enhancements make the Portal easier to navigate and more intuitive, while maintaining alignment with client branding across visual modes.

Enhancements include:

• Task-Level Guidance: New inline guidance messages now display at the top of each task screen to help users understand what information is required. Configurators can add this through the Task Description field in Journey Builder, linking to predefined guidance text from Global Policy. This feature supports Data, Document, Related Party, Product, Review, and ID&V tasks in external journeys and stages only.

• High Contrast Mode Enhancements: High Contrast Mode now reuses the tenant’s configured brand colours (Primary, Error, Warning, Info, Success, and Hyperlink). Each colour automatically adjusts to achieve a minimum 4.5:1 contrast ratio, maintaining WCAG 2.1 compliance while keeping full brand alignment.

  • Reopen Indicators: A new Reopen icon has been added to completed tasks, helping users easily identify where they can take further action. The icon is visible on hover and fully accessible using keyboard navigation (Tab, Enter, or Space). When activated, the task reopens in an editable state and updates the journey’s progress indicator accordingly.

User Guide Reference: Configuring the Fenergo Portal > Configuring User Guidance in the Portal