Increased the ability to transform 12 different date formats in datasources to dates in ISO 8601 so they can be loaded correctly to Fenergo.
Three additional formats are now supported:
This enhancement is a production release of ETL support for creating and updating products and their entity associations.
This enhancement introduces the ability to assign static access layers during data migration by utilising the BusinessAccessLayer and GeographicAccessLayer fields. These fields can now be included in the data source and mapped in the system fields section, allowing for manual assignment of access layers across supported data types. Static access layers are not supported for Product and Associations data types.
This enhancement introduces ETL support for the creation and management of investment and bank account data, enabling seamless migration into Fenergo. Users can now create and update account records while establishing relationships between investment accounts, bank accounts, funds, and investors.
The ability to transfer and update product data is available for clients to try out in their lower tenants.
The ability to transform 9 different date formats in datasources to dates in ISO 8601 so they can be loaded correctly to Fenergo
The ability to transfer and update association data is available for clients in their production tenants.
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