Fenergo End User Enablement Series

This video series provides a structured walkthrough of the core capabilities required to work effectively in Fenergo. It covers navigation, dashboards, search, journey initiation, ownership controls, data management, document handling, and entity verification. Together, these modules are designed to build operational confidence, strengthen data integrity, and support consistent regulatory compliance across the client lifecycle. Whether initiating onboarding, maintaining records, or managing workload, each video focuses on practical actions that improve accuracy, accountability, and efficiency within the platform.

1. Core Navigation & Personal Productivity​

This module provides a practical introduction to working effectively within Fenergo’s core user interface. It covers logging into your tenant environment, navigating confidently using breadcrumb controls, and understanding contextual orientation across accounts, journeys, and tasks. You will learn how to use dashboards to filter, prioritise, and manage workload through SLA-driven views and saved filters. The module also explains how to search for entities using both basic and advanced criteria to ensure accuracy. Finally, it outlines how to configure personal profile settings and use comments and @mentions to support clear, auditable collaboration within the platform.

Logging In and Navigating Your Fenergo Tenant​

This introductory video guides users through logging into their tenant-specific Fenergo environment and understanding core interface navigation. It explains user permissions, tenant isolation, and how to use breadcrumb navigation to maintain context while moving between accounts, journeys, and tasks, ensuring confident and efficient platform use.

Using Dashboards to Prioritise Work​

This video explains how Fenergo dashboards provide a consolidated view of tasks and journeys assigned to your team. It covers SLA-based sorting, real-time filtering by key attributes, and saved views that persist user preferences. Viewers learn how to prioritise effectively, manage urgency, and create repeatable, risk-aware workflows.

Searching for Entities in Fenergo​

This video demonstrates how to locate entities efficiently using Fenergo’s basic and advanced search capabilities. It covers real-time name searches, multi-criteria filtering, and precision techniques to reduce errors. Viewers learn when to use quick search versus advanced filters to ensure accurate identification, even in large or complex datasets.

Managing Your Profile and Notifications​

This video explains how to configure personal profile settings in Fenergo to align with your working style. It covers managing notification triggers, selecting alert channels, and adjusting usability preferences. Viewers learn how to reduce noise, stay informed about critical events, and optimise responsiveness without impacting system-wide configuration.

Collaborating with Comments and @Mentions​

This video demonstrates how to use comments and @mentions within Journeys and Entity profiles to support clear, contextual collaboration. It covers threaded replies, targeted notifications, and best-practice communication techniques. Viewers learn how in-platform discussions strengthen audit trails, reduce email reliance, and improve review efficiency.

2. Journey Initiation & Ownership​

This section focuses on controlling the full lifecycle of client journeys from initiation through active management. It covers launching structured onboarding via the New Request process, triggering maintenance and related journeys from the entity profile, and managing accountability through ownership reassignment and escalation. You will also learn how to update journey statuses to reflect real business context and responsibly reopen completed tasks while understanding their downstream operational and compliance impacts.

Initiating Onboarding with New Request​

This video explains how to start a structured onboarding journey using the New Request process in Fenergo. It covers capturing key entity details, triggering the correct journey through business rules, and performing duplicate checks before creation. Viewers learn how standardised initiation reduces rework, prevents data gaps, and supports consistent regulatory compliance from the outset.

Launching Maintenance and Related Journeys​

This video explains how to initiate maintenance and follow-on journeys directly from an entity profile in Fenergo. It covers launching periodic reviews, data updates, and related onboarding flows without duplicating entities. Viewers learn how to manage scheduled reviews, maintain accurate records, and support ongoing regulatory compliance throughout the client lifecycle.

Managing Journey and Task Ownership​

This video explains how to manage ownership of journeys and tasks in Fenergo to maintain accountability and workflow continuity. It covers viewing current ownership, reassigning tasks to users or teams, and changing journey owners when responsibilities shift. Viewers learn how controlled reassignment supports workload balancing, escalation, and uninterrupted lifecycle progression.

Updating Journey Status​

This video explains how to amend a Journey’s status directly from the Journey page in Fenergo. It covers locating the Set Journey State field, selecting a new status, and confirming the update (subject to appropriate permissions). Viewers learn how status changes reflect business progress and maintain accurate lifecycle tracking.

Reopening Completed Tasks​

This video explains how to reopen previously completed tasks within a journey and outlines the operational and regulatory implications of doing so. It covers navigating to the relevant journey, confirming the reopen action, and reviewing downstream impacts such as triggered tasks, approvals, or stage changes. Viewers learn how controlled reopening supports accuracy, transparency, and auditability.

3. Entity Data & Document Management​

This section focuses on maintaining high-quality, compliant entity records throughout the client lifecycle. It covers capturing and updating entity data in line with validation rules and the underlying data model, managing one-to-many data structures, and maintaining accurate related information. You will also learn how to upload, categorise, and reuse documents efficiently, and understand the governance distinction between draft and verified data to preserve auditability and regulatory integrity.

Capturing and Maintaining Entity Data​

This video explains how to enter and maintain entity data in alignment with Fenergo’s validation rules and underlying data model. It covers completing mandatory fields, resolving validation errors, and updating existing information responsibly. Viewers learn how disciplined data management supports workflow integrity, accurate risk assessment, and consistent regulatory compliance.

Uploading and Managing Documents​

This video explains how to upload, categorise, and maintain documents within a journey or task in Fenergo. It covers selecting correct document types, validating metadata such as status and expiry, and linking documents to requirements. Viewers also learn how to reuse existing documents to reduce duplication, improve consistency, and support efficient, compliant processing.

Managing One-to-Many Entity Data​

This video explains how to capture and maintain one-to-many data structures within an entity profile, such as addresses, contacts, related parties, and products. It covers adding new records, completing mandatory fields, and applying validation rules at record level. Viewers learn how to update information responsibly while preserving data integrity and historical accuracy.

Understanding Draft and Verified Data​

This video explains the distinction between draft and verified entity data in Fenergo and why that separation is critical for compliance. It covers how updates are captured as draft data, reviewed and approved, and then promoted to verified status. Viewers learn how controlled verification preserves data integrity, auditability, and regulatory confidence.

4. Related Party and Ownership Structures​

This section focuses on capturing, structuring, and managing related party relationships and ownership hierarchies. It covers building accurate ownership structures, applying policy-driven scoping and unwrapping rules, and organising entities into parent–child groupings using shared data models. You will learn how these capabilities support transparency, regulatory compliance, and efficient data reuse across complex entity structures.

Capturing and Managing Related Parties & Ownership Hierarchies​

This video explains how to build and manage ownership and control structures using the Hierarchy Capture task. It covers adding related parties, performing duplicate checks, defining relationship details, and ensuring all ownership and control requirements are satisfied. Viewers learn how structured hierarchy capture ensures data accuracy, avoids duplication, and meets policy requirements before verification.

Satisfying ID&V Rules through Related Party Data & Documents​

This video explains how to complete Identification and Verification (ID&V) requirements for related parties using the Related Party Data & Documents task. It covers capturing mandatory data fields, uploading supporting documentation, and monitoring validation status. Viewers learn how to ensure all in-scope related parties meet policy requirements before progressing in the journey.

Creating and Managing Parent–Child Entity Groupings and Shared Data Models​

This video explains how to structure entities into parent–child groupings and apply shared data templates. It covers defining group structures, assigning parent and child entities, and enabling automatic data propagation. Viewers learn how shared data models reduce duplication, ensure consistency, and streamline onboarding and maintenance across entity groups.

5. Products, Agreements & Agency Onboarding​

This section focuses on managing products, completing agency onboarding journeys, and handling agreement execution through eSignature. It covers maintaining product data, fulfilling complex onboarding requirements such as agency and fund structures, and ensuring documents are correctly signed and validated. You will learn how these processes support accurate product setup, compliant onboarding, and legally binding agreements.

Add, Edit, and Remove Products​

This video explains how to manage products within a journey using the Manage Products task. It covers adding new products, editing existing ones, and offboarding products that are no longer required. Viewers learn how to complete required product information, work with product families and requirement sets, and ensure product data is correctly prepared for verification.

Complete Agency Request Journeys​

This video explains how to complete an Agency Request journey in Fenergo, including onboarding scenarios where an agent acts on behalf of underlying principals such as funds. It covers adding parties to the request, capturing key relationship and product details, and triggering additional onboarding or uplift journeys. Viewers learn how to ensure all related entities, relationships, and compliance requirements are completed and verified before finalising the agency setup.

eSignature Documents and Validation​

This video explains how to assign documents for eSignature and complete post-signature validation in Fenergo. It covers preparing documents, assigning signatories, monitoring signing progress, and validating executed agreements. Viewers learn how to ensure documents are fully signed, compliant, and legally binding before completing the task and progressing the journey.

6. Reviews, Approvals & Change Control​

This section focuses on reviewing and approving changes across entity data, resolving conflicts from parallel journeys, and maintaining clear audit narratives. It covers how to assess updates holistically across data, products, risk, and relationships, manage concurrent changes safely, and document decisions for compliance and audit purposes. You will learn how these controls ensure data integrity, governance, and regulatory compliance across the client lifecycle.

Reviewing and Approving Changes Across Entity Data, Products, Risk, and Relationships​

This video explains how to use the Review & Approval task to assess and approve changes across entity data, documents, risk, products, and relationships. It covers comparing draft and verified data, reviewing supporting documentation, analysing risk impacts, and making informed approval decisions. Viewers learn how holistic review ensures accurate, compliant, and well-governed updates before they are finalised.

Assessing and Resolving Conflicts from Parallel Journeys​

This video explains how to use the Conflict Resolution task to manage data conflicts arising from parallel journeys. It covers how draft and verified data are compared, how conflicts are identified, and how users decide which values to retain. Viewers learn how to prevent unintended overwrites and maintain data integrity when multiple updates occur simultaneously.

Recording Business and Compliance Narratives for Audit and Context​

This video explains how to capture Business and Compliance Narratives directly on the entity profile. It covers creating, editing, and managing narrative entries, and explains how these records support auditability, transparency, and informed decision-making. Viewers learn how to document context, rationale, and compliance considerations effectively.

7. Risk, Screening & Financial Crime Controls​

This section focuses on managing identity verification, screening, risk assessment, and transaction monitoring controls. It covers reviewing digital ID&V outcomes, resolving screening alerts across entity hierarchies, interpreting and assessing risk ratings, and managing transaction monitoring alerts and whitelisting decisions. You will learn how these controls support effective financial crime prevention, regulatory compliance, and ongoing risk management.

Reviewing Digital ID&V Outcomes and Confirming Identity​

This video explains how to review Digital ID&V outcomes and confirm identity within a journey. It covers completing identity verification via the portal, reviewing verification results, and approving or rejecting outcomes. Viewers learn how to ensure identity verification is completed securely and appropriately before progressing onboarding.

Reviewing and Resolving Screening Alerts Across Entity Hierarchies​

This video explains how to review and resolve screening alerts across entity hierarchies. It covers assessing alerts on primary and related entities, determining relevance based on ownership and control, and resolving alerts with appropriate rationale. Viewers learn how to ensure screening decisions are consistent, well-documented, and compliant.

Assessing the Impact of Risk Model Changes on Existing Entities​

This video explains how to assess the impact of risk model changes on existing entities. It covers reviewing updated risk ratings, understanding the drivers behind changes, and determining any required follow-up actions. Viewers learn how to ensure risk assessments remain accurate and aligned with current policy and data.

Using the Risk Impact Assessment Tool​

This video explains how to use the Risk Impact Assessment tool to simulate and evaluate the effect of risk model changes before they are published. It covers configuring assessments, running simulations, and reviewing impacted entities. Viewers learn how to anticipate risk shifts and make informed decisions before applying changes.

Managing Transaction Monitoring Alerts and Whitelisting Decisions​

This video explains how to investigate transaction monitoring alerts and apply whitelisting where appropriate. It covers reviewing alert details, assessing triggered rules and transactions, and managing whitelist requests. Viewers learn how to reduce unnecessary investigations while maintaining strong control and auditability.

8. External Data and Portals​

This section focuses on capturing data via external portals and integrating third-party data into entity records. It covers collecting data and documents through the Fenergo Portal, accessing and importing external data provider results, and validating externally sourced data against internal records. You will learn how these capabilities improve efficiency while maintaining strong data governance, accuracy, and regulatory compliance.

Capturing Data and Documentation via the External Fenergo Portal​

This video explains how to capture data and documentation through the external Fenergo Portal. It covers issuing portal requests, guiding external users through data submission, and reviewing submitted information within Fenergo. Viewers learn how portal-based data capture reduces manual effort while ensuring controlled, auditable data collection.

Accessing, Reviewing, and Importing Data from External Data Providers​

This video explains how to access, review, and import data from external data providers. It covers reviewing returned data, comparing it with internal records, and importing relevant fields into the entity profile. Viewers learn how to enrich entity data while ensuring accuracy, traceability, and compliance.

Validating Externally Sourced Data Against Internal Records​

This video explains how to validate externally sourced data against internal records. It covers comparing key identifiers, reviewing ownership and relationship data, and resolving discrepancies. Viewers learn how to ensure external data is reliable, consistent, and suitable for use in decision-making and regulatory processes.

9. Reporting, Metrics & Operational Oversight​

This section focuses on monitoring performance, generating insights, and managing operational oversight through reporting and dashboards. It covers running and interpreting standard reports, creating tailored reports for specific needs, using dashboards to track performance metrics, and managing review schedules. You will learn how these capabilities support data-driven decision-making, workload management, and regulatory oversight.

Running and Interpreting Standard Reports to Monitor Progress and Performance​

This video explains how to run standard reports in Fenergo and interpret the results to monitor operational performance. It covers accessing available reports, reviewing key metrics, and using report outputs to identify issues and guide actions. Viewers learn how reporting supports oversight and continuous improvement.

Creating Reports Aligned to Team or Operational Needs​

This video explains how to create custom reports aligned to team or operational requirements. It covers defining report parameters, building queries, and generating outputs for analysis. Viewers learn how tailored reporting enables more targeted insights and supports effective decision-making.

Using Dashboards to Track Journey Volumes, Completion Metrics, and Workload​

This video explains how to use dashboards to monitor journey volumes, completion metrics, and workload distribution. It covers navigating dashboard views, applying filters, and analysing trends across journeys and tasks. Viewers learn how dashboards provide real-time visibility into operational performance.

Managing Review Schedules to Balance Capacity and Regulatory Requirements​

This video explains how to manage review schedules using the Review Manager dashboard. It covers monitoring scheduled and in-progress reviews, adjusting timelines, and analysing workload distribution. Viewers learn how to balance operational capacity with regulatory obligations effectively.

10. Access Control, Audit & Data Protection​

This section focuses on managing user access, maintaining audit trails, and enforcing data protection controls. It covers managing permissions, reviewing audit logs, offboarding entities in line with retention policies, and identifying orphaned entities. You will learn how these capabilities support security, accountability, and regulatory compliance across the platform.

Managing Access Permissions and Understanding Their Impact​

This video explains how to manage user access permissions and understand their impact within Fenergo. It covers assigning permissions through teams and access layers, updating user access, and assessing the operational implications of changes. Viewers learn how to balance security with effective workflow execution.

Reviewing Audit Logs to Evidence Actions and Decisions​

This video explains how to review audit logs to track changes and evidence actions within Fenergo. It covers accessing audit logs, reviewing data changes, and understanding the distinction between draft and verified updates. Viewers learn how audit trails support transparency, accountability, and regulatory compliance.

Offboarding Entities in Line with Data Protection and Retention Policies​

This video explains how to offboard entities in line with data protection and retention policies. It covers initiating offboarding journeys, selecting scope, and applying retention rules. Viewers learn how to ensure client relationships are ended in a controlled, compliant, and auditable manner.

Identifying and Managing Orphaned Entities​

This video explains how to identify and manage orphaned entities within Fenergo. It covers configuring entity checks, defining identification criteria, and taking appropriate actions such as offboarding or review. Viewers learn how to manage unused records and support data protection requirements effectively.

11. Bulk & Advanced Operations​

This section focuses on performing large-scale and advanced operational tasks efficiently. It covers using bulk upload tools to create or update multiple entity records and exporting verified entity profiles for downstream processing or audit purposes. You will learn how these capabilities support scalability, operational efficiency, and strong data governance.

Using Bulk Upload Tools to Create or Amend Entity Records​

This video explains how to use the Bulk Upload tool to create or update multiple entity records in a single action. It covers preparing and populating upload templates, validating data, submitting files for processing, and reviewing results. Viewers learn how to efficiently manage large volumes of entity data while maintaining accuracy and consistency.

Exporting Verified Entity Profiles for Downstream or Audit Use​

This video explains how to export verified entity profiles for downstream systems or audit purposes. It covers selecting the correct entity profile, ensuring data is verified, and exporting or downloading the information securely. Viewers learn how to ensure exported data is accurate, compliant, and suitable for external use.