This feature introduces a new task which gives the user the ability to search an external data source whilst building out their hierarchy. This task will work hand in hand with the previously released Related Party Data & Docs and will replace the existing Related Parties task.
The ‘Search Exclude Client Entities’ toggle allows configurators to filter out entities marked with the Client role from duplicate search results, ensuring only non-client entities can be linked where appropriate.
This feature introduces the ability to enable ID&V capture within the Related Party Data & Documents task.
The new Related Party Launchpad v2 allows clients to configure scoping rules for both new and existing related parties, enabling due diligence on verified and net new entities while leveraging existing Fenergo policy logic. It also supports multiple Related Party Launchpad tasks within a journey, allowing more than one set of related party journeys to be triggered.