2 posts tagged with "AppConfig"

When the Default Investment Account Name toggle is enabled, Investment Account names will now automatically regenerate each time the Investment Account task is saved or completed, ensuring names stay consistent with the latest Investor, Fund, and Fund Product data. A new Update Investment Account Names During Verification toggle is also available in the Verification Task configuration, allowing names to be refreshed across all draft Investment Accounts during the verification process.

When the Default Investment Account Name toggle is enabled, the Investment Account name is now automatically generated to include the linked Fund Product type, in addition to the Entity name and Fund name.

The updated naming formats are:

• No Fund linked: EntityName_Account
• Fund linked, no Product: EntityName_FundName_Account
• Fund and Product linked: EntityName_FundName_ProductType_Account

The name updates dynamically as Fund Product linkages are added or changed. If the generated name exceeds the configured character limit, it is truncated from the end. No new toggles or permissions are required - this behaviour is governed entirely by the existing Default Investment Account Name toggle. The tooltip text for this toggle has also been updated to reflect the new logic.