Enforce ID&V
ID&V is now enforced within the Portal, blocking the user from progressing until they complete the necessary verification steps.
ID&V is now enforced within the Portal, blocking the user from progressing until they complete the necessary verification steps.
Users can now save tasks without completing all mandatory fields on Data tasks and Data & Documents tasks, allowing users to return to fill in the rest of the fields at a later time.
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.
This enhancement allows for a users Portal Role to be displayed on the Portal Quick Link task.
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.
This feature allows Portal users to complete missing product information, edit product details, and delete products within the Portal.
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.
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.
This feature enables Portal Admin users to manage the visibility and utilization of Journey Level Metadata in the Portal.
This feature allows users with different roles to complete outreach stages/tasks in a journey. There are two functionalities introduced as part of this feature: - Assigned Portal Role - Email Notifications