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This article shares the new features, updates, and fixes that are part of the R2 2022 release. |
Connect: 4.66
Core: 24.12
Overview
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Key Innovations
New Features
AnnuityNet Subpay
Reference #: KEY_2022_1
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Change: The AnnuityNet integration now includes access to the Subpay wizard. |
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Benefit: The AnnuityNet SubPay wizard allows a financial professional to add contributions and expenditures to existing contracts. |
Note: Existing AnnuityNet subscribers must request the update. All new installations will include Subpay automatically.
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CIP/OFAC
Reference #: KEY_2022_2
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Change: Docupace allows financial professionals to run regulatory CIP and OFAC checks in real-time and returns results back for review. |
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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 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 Experian 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
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Change: This new functionality allows users to override and disable signature fields on forms. |
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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 Signature Override guide for more information.
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PreciseFP
Reference #: KEY_2022_4
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Change: Docupace now supports integration with the PreciseFP. |
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Benefit: The PreciseFP 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 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.
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.
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
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Change: Docupace supports integration with Salesforce Financial Services Cloud (FSC). |
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Benefit: FSC’s Household Data Model provides valuable 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 requires minimal configuration for both the Contact object and the Account object to add the buttons and data synchronization functionality. 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.The integration sends Work Item and Client Document information back to Salesforce FSC from Docupace after an SSO user has made changes in Docupace.
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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
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Change: Added new attributes to the Client Folder domain (110) and script to the liquibase. |
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Benefit: The PreciceFP integration uses these attributes to store additional client information. However, you can use them without the integration. |
Attribute Name | Attribute ID | Type |
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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
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Change: The Client Subfolder section on the Work Item Details page now displays folder details correctly. Previously, it only displayed the Accountnumber. |
Reference #: UE_2022_3
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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. |
