Outreach Related Parties V2 is a new, unified task that amalgamates the existing Outreach New Related Parties and Outreach Existing Related Parties tasks into a single experience whilst also introducing new functionality.
As part of the newly introduced Related Parties Outreach Experience, enhancements have been made to the Outreach Related Parties Review Task. When a journey uses the new Outreach Related Parties V2 task, the second tab of the Outreach Related Parties Review Task will now work as a Proposed Changes tab, giving Fenergo users a clear, field-level view of what a portal user has proposed to change on each related party.
Product Field Level Access Layers allow configurators to restrict which product fields a Portal user can see in the Manage Products task and within the Products tab on the Legal Entity Profile Page, based on Business Related and Geographic entitlements. This is independent of the existing entity-level field access toggle, and both can be enabled for the same role at once.
Portal now supports data and document requirements triggered on an Investment Account based on the linked fund or share class, configured in the platform via the Policy Engine. Two new sources are supported: Investment Account Fund and Investment Account Fund Share Class.
The Portal Default Dashboard can now display a journey's configured Journey Name instead of its Journey Type, making it easier for users to distinguish between multiple journeys that share the same type. This is controlled on a per-tenant basis and can be enabled via a service request.
The Trader Request Portal dashboard has been enhanced to help Sales users find, track, and act on their requests more easily, with the requests view now organised into My Requests and My Tasks tabs, clearer journey information, milestone-based progress, and new sorting and filtering.
The Investment Account Task brings Investment Account data directly into a Digital Subscription journey. Portal users can now view the Investment Accounts assigned to them and complete the data and document requirements for each account independently, tracking progress per account as they go. Data requirements, Document requirements, status filtering, secondary identifiers, progress indicators, task level guidance, and task- and data-level audit are all supported.
Configuration toggles for document display and status filtering are available in Journey Builder, so the task adapts to each journey's needs.
Journey notifications (in-app and email) now include the client's Legal Entity Name, so recipients can identify the client a task or journey relates to without navigating into Fenergo.
This applies to all six Journey notification types:
This feature is off by default. To enable, please raise a service request with Fenergo.
Portal users can now upload supporting documents per related party directly within the Standard Related Parties task in Portal. Controlled by a toggle on the task in Journey Builder, off by default.
The Portal Manage Products task now supports product-level document requirements. When enabled via Journey Builder, a Documents tab is introduced alongside the existing Details tab on each product, allowing users to view and upload required documentation as part of product onboarding.