📄️ Introduction
Welcome to the Fenergo SaaS Platform's Functional Documentation. Here you will find documentation that covers all the functional and configuration aspects of our platform. If you want to learn about out features, how to Interact, Understand and Configure them, you have landed in the right place.
📄️ What is the Fenergo Platform
Fenergo’s advanced end-to-end Client Lifecycle Management suite of software solutions enables you to deliver business transformation, achieve and maintain regulatory compliance and impactful operational efficiencies, all the while delivering a superior customer experience to end-clients and investors.
📄️ Glossary and Conventions
General Terms
📄️ Fenergo Platform Quick Guide
This document provides a brief overview of the Fenergo Platform. But what does the actual platform look like? What does it do? And how can you familiarize yourself with it? For a more detailed explanation of terms and conventions, refer Glossary and Conventions.
📄️ How to Use the Fenergo SaaS Platform User Interface
The user interface of the Fenergo SaaS platform is designed to be as user-friendly and intuitive as possible. This is an area of ongoing development, and the Fenergo UI team will continue to refine and improve the UI as we continue to invest in and develop the platform. However, there are some core principles and use cases at the heart of the platform. This document will explore those to provide some insights into how they work and how users can interact with them.
📄️ Configuration on the Fenergo SaaS Platform
At Fenergo we have holistically embraced the principle of Config First. What does this really mean? In the most practical of terms, it means we have eliminated the word customization. Traditionally some of the following must be treated as unique requirements that need to be customized for:
📄️ Managing Legal Entities on the Fenergo SaaS Platform
The target outcome for using the Fenergo SaaS platform is to manage and work with Legal Entity Data.
📄️ Working with Journeys on the Fenergo SaaS Platform
As discussed previously, the Journey construct on Fenergo's SaaS platform is where clients really get to working with data and ensuring that data is correct and meeting the high bar of regulatory compliance that Financial Institutions must meet.