This feature allows for the configuration of Product Requirement Set scoping conditions that support the Related Entity as a condition. It also enables the conditional displaying of Product Data (datagroups and data fields) based on scoping conditions related to both the Current Product and Related Entity.
Supports the toggle to customize the order of Policy Categories and Data Groups within Data and Review Tasks. The ‘Order Alphabetically’ toggle allows users to disable the default alphabetical ordering of Policy Categories, enabling a user-defined order. The ‘Order Data Groups by Category’ toggle allows data groups to be grouped within their respective policy categories within a data task.
The Document Type dropdown list in the Salesforce App is alphabetized to improve user experience. This applies to both instances where Acceptable Document Types are configured and where they are not.
This feature enables data fields on the Related Party task to be triggered based on values entered in datagroup fields-mirroring functionality already supported in FenX and previously delivered for Data Tasks.
Salesforce now supports dynamic validations for data requirements in Global Policy, allowing Salesforce Admins to apply conditional validations (e.g., mandatory, read-only etc.) to various data field types. This is supported on the Data task and the Related Party task.
Salesforce now supports Related Client Trigger Conditions on the Related Party task.
Salesforce now supports Related Product Trigger Conditions.
This feature allows for the supporting of Related Party datagroups within Salesforce. It introduces this functionality for both Company and Individual Related Parties. Users will be able to add, edit, and delete these related party datagroups within Salesforce.
Salesforce now supports virtual documents. Virtual Documents represent a file that can be linked to entities, journeys, and document requirements within Salesforce. Unlike standard documents, virtual documents are not stored in Salesforce but instead point to a file hosted externally via a URL.
Allows users to add and maintain detailed notes on client records from the Entity Profile Page in Salesforce, without creating a journey. Narratives have role-based permissions, ensuring that only authorised users can view, create, edit or delete them.