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KYRA:Screen: Materiality Assessment

KYRA:Screen now supports automated materiality assessment of confirmed screening hits on the Screening Resolution & Materiality task. Administrators configure Materiality Instructions to define how hits are assessed as Material or Immaterial for each screening category, and KYRA:Screen applies them automatically.

To use this capability, create and activate Materiality Instructions and enable the Complete materiality assessment toggle on the KYRA:Screen agent instance.

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.

ISDA In-Flight Event Handling

ISDA Ongoing Update and Match ID Removal events are now queued automatically when S&P updates arrive while a journey is open with unverified data. Queued journeys trigger once the current journey closes — no manual intervention required.

Verify Screening Period

Journeys can now be configured to require re-screening when screening results have aged past a set validity period. The new Verify Screening Period task checks every screening process it governs against the validity period configured on the relevant Configuration Set(s), and blocks the journey with a checkpoint if any result has expired.

At the checkpoint, users can go back and refresh any governed screening stage — not only the one that expired — or continue without rescreening. Going back is recorded to the audit trail like any other reopen; continuing without rescreening is reflected in the task's completion record instead. Verify Screening Period is available for both Screening V1 tasks and the ODS: Screening Resolution & Materiality (v2) task.

External Authentication – Server Certificate Validation Modes

When configuring mTLS for an outbound endpoint, you can now choose how your server's certificate is validated. Keep pinning your server's leaf certificate (the default), or upload your certificate authority's self-signed root and any intermediates so that leaf certificate renewals no longer require a configuration update. The same options apply to the OAuth 2.0 token endpoint.

Moody's EVA — Using EVA as an External Data Source

Fenergo now supports Moody's EVA (EVA Curated and EVA Register) as external data providers within the External Data Combined and External Data Entity Enrichment tasks. Users can trigger EVA data requests, select matched profiles, and review and import enriched entity data directly within their onboarding and periodic review journeys.

World-Check One: Ongoing Screening by Configuration Set

Ongoing Screening alerts from World-Check One can now be routed by Configuration Set. Each Configuration Set can be individually enabled for Ongoing Screening and mapped to its own Journey Schema for Individual, Company, and Other entities, so alerts from different screening groups launch the correct review journey.

Where an entity is screened On Demand under more than one Configuration Set, Ongoing Screening results are now processed and routed separately for each set, rather than a single Journey Schema handling every alert.