• Description: This feature will allow Users to dictate the Journey Types that are launched for the Journeys for Entity Creation and Entity Update respectively. This is selectable at a Bulk Request level, offering greater flexibility in specificying the specific Journey Types you expect to see relative to that request. By default, the default Journey Types for Entity Creation and Entity Update are "Client Onboarding" and "Maintenance" (existing behaviour).

The Conflict Resolution task can now be reviewed after the task has been completed. This provides users with a view of the data conflicts that were displayed within the task and the selections/decisions made by the user when resolving those conflicts.

The Change Management process has been uplifted for improved validation and to include changes and conflicts for in scope fields only.

The financial analysis task can now be configured so that the Actuals, Scenarios and Summary Tab can be merged in a singular view. This will empower users who have a preference to see this data merged on the same screen. Previously, a user would not have this option as the Actuals tab would be mandatory for the Financial Analysis task.

The financial analysis task has been enhanced so that a user can defer a particular entity's financial analysis. This will enable users' flexibility to choose which financial analysis to further review.

The Financial Analysis Import functionality has been enhanced to support the import of Scenarios. Previously, the import was restricted to the Actuals and this enhancement will further reduce the need for manual data entry.

The financial analysis task has been enhanced so that the minimum capture of financial items in the Scenarios Tab is now pre-populated upon a user opening the task. Previously, this functionality was limited to the Actuals tab in the Financial Analysis task.

The financial analysis scenario tab has been enhanced so that a user can reorder columns. This will ensure fewer clicks for users since the previous workaround was to delete the columns and readding them if a re-order was desired.

New permission allowing users to link or reuse existing documents without requirement document management create permissions

User Guide Reference: Permissions Catalogue

Ability to create and view Virtual Documents (fileless) in Document Management

• User Guide Reference:Virtual Documents User Guide