The Trader Portal supports configuration options that mirror the Standard Portal, allowing for consistent user experience. This includes the ability to update details by launching maintenance requests.

This feature introduces toggles in the Trader Request that allows Portal admin to control whether capturing product information is mandatory or optional for new and existing clients. This change introduces flexibility to accommodate different use cases and scenarios. Clients will be able to toggle the enforcement of product capture to either mandatory or optional and depending on the type of request.

This feature introduces enhanced validation for the Related Party task within the Portal. It allows configurators to enforce mandatory review for related parties and enables portal users to clearly see the completion status of each Related Party. Clients can enable or disable this validation using the “Enforce Mandatory Related Party Data Capture” toggle.

By default, the email sender on email templates is INFO. Now, this is configurable and can be updated through a service request via Jira. The Requested Change: Update Email Sender Name. Note: Emails sent from Auth0 won't be changed to V2 until Portal Configuration is updated from FenX UI.

Portal Emails now have a v2 Template with enhanced layout and styling, available via Jira service request. This update introduces rich formatting options - bold, italic, underline, line breaks, and paragraph tags - for greater customization and improved readability. Note: Emails sent from Auth0 won't be changed to V2 until Portal Configuration is updated from FenX UI.

Portal users can now view Rich Text Editor (RTE) content in a read-only format, ensuring they can review information provided by Fenergo users without the ability to edit.

Automatically removes outreach request links when journeys are cancelled or referred, and applies a 90-day TTL to stale links - ensuring cleaner data and improved handling of unactioned or outdated outreach requests across cancellation, expiry, and referral scenarios.

ID&V is now enforced within the Portal, blocking the user from progressing until they complete the necessary verification steps.

Users can now save tasks without completing all mandatory fields on Data tasks and Data & Documents tasks, allowing users to return to fill in the rest of the fields at a later time.

The Outreach Requests Dashboard is designed to allow Portal users to focus only on entities that have open requests. This feature will make it easier for users to take action on pending Outreach tasks.