This feature introduces the ability to auto-complete the eSignature task once all recipients have signed. This feature is configurable.

This feature introduces the baseline eSignature workflow into the Portal. Portal users can view the task, select recipients, send envelopes for signing via DocuSign, and monitor signature progress.

This feature introduces the baseline eSignature workflow into the Portal. Portal users can view the task, select recipients, send envelopes for signing via DocuSign, and monitor signature progress.

This feature introduces the ability to filter the recipient list in the eSignature task to specified role types.

This feature brings the Automated Document Generation system task into the Portal, enabling documents to be generated automatically using Entity Draft data as a data source. As the Automated Document Generation task runs, Portal displays an in-progress state.

This feature brings the Automated Document Generation system task into the Portal, enabling documents to be generated automatically using Entity Draft data as a data source. As the Automated Document Generation task runs, Portal displays an in-progress state.

This release introduces AI Assist for the External Data – Entity Enrichment task in the Entity Details and Related Parties steps. When enabled, AI Assist supports enrichment by assisting with data resolution and deduplication, while providing transparency and insights.

This release introduces enhanced configuration control for document retrieval within the External Data – Entity Enrichment task. This allows users flexibility to determine whether documents are retrieved during task execution and from which providers.

Investor requirements and policies are now re-evaluated when the Investment Account task is saved or completed. Previously, this occurred only when a Fund was linked to or removed from an Investment Account. This supports scenarios where verified Fund data changes after linkage.

The Data Sourcing Agent now supports the use of OpenAI as a Data Provider. Clients who have subscribed to Flow Studio and the Data Sourcing Agent can now configure OpenAI as a 3rd Party Data Provider in the External Data Entity Enrichment Task.