ETL Agency Migration Agency Associations Preview

The Agency Associations step now previews your agency data as a nested, three-tier view — Investment Managers, their Underlying Principals and Managed Relationships, and the Managed Products beneath them — with each identifier shown alongside its resolved name. This makes it easy to spot-check that the combinations are structured correctly before loading, and you can search for a specific record to preview it in its agency context. This is available on all agency-enabled tenants.

This release enables you to:

• Review agency combinations as a readable, nested view of Investment Managers, their Underlying Principals (with the Managed Relationship between them) and the Managed Products beneath them, rather than a flat list of identifiers.
• See the Legal Entity Name for each entity and the Product Family and Product Type for each product, resolved from existing records or from the data supplied in the project, with a tooltip showing the source of each name.
• Understand at a glance where a name cannot yet be shown — Not Ready where the related data type has still to be previewed and validated, and Not Found where an identifier does not resolve.
• Search by the identifier used in the file to preview a specific Investment Manager, Underlying Principal, Managed Relationship or Managed Product within its nested context.

User Guide Reference: ETL Extract Transform Load -> ETL Agency Migration