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Table of Contents

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Connect: 4.66

Core: 24.12

Info

This article shares the new features, updates, and fixes that are part of the R2 2022 release.

Key Innovations

New Features

AnnuityNet

Reference #: KEY_2022_1

Info

Change:  Sites with The AnnuityNet enabled can integration now includes access to the Subpay wizard through Starting Point and Quick Start.

Tip

Benefit: The AnnuityNet SubPay wizard allows adding additional financial professional to add contributions and expenditures to existing contracts.

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Note: Additional subscription requiredNote: Existing AnnuityNet subscribers must request the update. All new installations will include Subpay automatically.

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CIP/OFAC

Reference #: KEY_2022_2

Info

Change:  Docupace allows financial professionals to run regulatory CIP and OFAC checks in real-time and returns results back for review.

Tip

Benefit: Federal regulatory compliance for the financial institutions that use Docupace.

Regulations require financial institutions to verify the identity and integrity of each client. Docupace has included these verification steps into in the New Account creation process.
When a financial professional creates a Work Item to register a new account, he must also complete the CIP/OFAC Form. The system compares the provided applicant’s data with various databases. If the verification fails to confirm the applicant’s identity, then it flags the Work Item for additional manual inspection. The system adds comments to unverified or missing data, explaining the reasons for verification failure, for example, SSN not on file, or Driver's License number missing.

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Signature Override

Reference #: KEY_2022_3

Info

Change:  Users can now override and disable signature fields on forms.

Tip

Benefit: Users can accurately update signature fields for esign on forms used for both entities and individuals.

This update adds a validation, orange arrows, and a screen called Configure Signer. You can enable or disable this feature via application preferences. See the eSign Override guide for more information.

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Precise FP

Reference #: KEY_2022_4

Info

Change:  Docupace now supports integration with the PreciseFP.

Tip

Benefit: The Precise FP integration allows users to streamline their data-gathering processes, store and retrieve standard documents in Docupace, and become more efficient at engaging clients.

PreciseFP is the leading data-gathering solution that also comes equipped with a fully integrated Risk Tolerance and IPS solution, Surveys, Fact Finders, E-signatures, Smart Custodial Form Filling, Service Agreements, Lead Generation, KYC & Compliance and so much

more. The Precise FP integration allows users to streamline their data-gathering processes and become

more

efficient at engaging clients

. The Docupace Platform improves efficiency and enhances the experience of advisors and investors. The integration of both systems provides an opportunity to use the advantages of each system at the same time.

The PreciseFP integration allows advisors to streamline their data-gathering processes, and store and retrieve standard documents in Docupace.

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Integration with PreciseFP is bi-directional, which means that you can export and import client information. We currently integrate personal, contact, employment, and other information of the client and co-client into Docupace folders.

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The system allows storing documents directly in the client folder/subfolder or using Quick Start to create new Work Items and documents.

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Salesforce Financial Services Cloud

Reference #: KEY_2022_5

Info

Change:  Docupace supports integration with Salesforce Financial Services Cloud (FSC).

Tip

Benefit: Financial Services Cloud (FSC) is the most suited Salesforce Cloud product for the Financial Services industry, as it supports the new FSC’s Household Data Model provides valuablel information about connected contacts and households.

Use the new Salesforce Integration installation package, version 1.12, to set up your integration with FSC.

Note: FSC does not require additional configuration of the Contact Object. To configure the Account Object, please refer to the Salesforce Integration Guide.

Other changes that this version includes:

  • SSN/TIN no longer becomes a required field on your Salesforce instance once the integration package is installed.

  • To reduce data traffic, a new Docupace application preference - salesforce.excludeObjects, lists those Salesforce objects, that the system will not query when synchronizing Salesforce objects with Docupace.

  • Additional configuration for the Contact object in Salesforce is not required.

Note: All configuration steps for the Account object are explained in the Salesforce Integration Guide

  • .

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User Experience

This section shares information about changes to features that improve the end-user experience.

New Features

Client Folder

Reference #: UE_2022_1

Info

Change:  Added new attributes to the Client Folder domain (Domain 110) and script to the liquibase.

Tip

Benefit: These are additional The PreciceFP integration uses these attributes to store additional client information. They are used with the PFP integration but can be used as stand aloneHowever, you can use them without the integration.

Attribute Name

Attribute ID

Type

Employment Income

110303

Number NUMBER(38, 6)

Employer/Company Mailing Country

35001

REFERENCE (350 domain)

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Fixes

Work Items

Reference #: UE_2022_2

Info

Change:  The Client Subfolder section on the Work Item Details page now displays folder details correctly. Previously, it only displayed the Accountnumber.

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Reference #: UE_2022_3

Info

Change:  Fixed an issue that caused the system to display an error when saving Work Items with more than one NIGO Reject reason code. The system displayed the following error message.

Cannot cast java.lang.Integer to java.lang.Long