The ability to transfer and update association data is available for clients to try out in beta mode.

Beta tag is removed and tool is ready for use in production for entity data.

This tool has now been extended to enable users to import the migration policy through Configuration Exchange

Ability to export the Entity Profile Page.

We've added 3 capabilities to the Connected Journeys View to improve usability and performance in journeys using Entity Grouping, Related Parties Launchpad and Agency Journey Launchad:

• Search Connected Journeys by Entity Name
• Filter by Journey Status (i.e. 'In Progress')
• Scroll bar will automatically appear when the number of Connected Journeys Requires it.

Today, we've introduced a small enhancement to improve usability and scalability of the Manage Products task in Agency contexts. Agency Products which are associated to an entity with an 'Investment Manager' product relationship, will no longer be visible in the Manage Products tab. Agency Products are maintained from the context of the 'Owner' i.e. the Fund, so displaying these products within the Manage Products task for an Agent entity adds noise when managing their principal products. There is no action required to apply this feature.

This tool has now been extended to generate a report on validation. Previously users were restricted to reviewing validation issues on the UI.

As part of the Bulk Actions Initiative, we have introduced the capability to bulk complete tasks and bulk update Entity Data for multiple Entities at the same time from the Tasks Dashboard.

Today, we've introduced a small enhancement to improve clarity among the product tabs for Agent and Underlying Principal Entities. The 'Product' tab will now exclude all Agency Products, now only displaying non-agency products associated with the entity. Agency Products for Underlying Principals will continue to display in the 'Managed Products' tab, with the 'Agency Products' tab displaying them for the Agent Entity.

This tool has now been extended to validate lookups for select drop downs, multi select dropdowns legacy linked lookups and multi select legacy linked ups.