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Enforce ID&V

ID&V is now enforced within the Portal, blocking the user from progressing until they complete the necessary verification steps.

Outreach Requests Dashboard

The Outreach Requests Dashboard is designed to allow Portal users to focus only on entities that have open requests. This feature will make it easier for users to take action on pending Outreach tasks.

Outreach Template

This feature introduces a second outreach email template to the Portal Configuration section. Configurators will now be able to select between two distinct email templates when creating an outreach snapshot.

Edit Products

This feature allows Portal users to complete missing product information, edit product details, and delete products within the Portal.

Launch Maintenance Requests

This feature enables the launching of maintenance journeys for an entity/investor in the Portal, and in doing so, allows users to update and edit details in a journey.

Remove Legal Entity Link Button

This feature allows Portal Admin to enable/disable the Remove Legal Entity Link Button, allowing Portal users to remove a link to the Legal Entity on the profile page.