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Table of Contents

Connect:

Core:

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

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Benefit:

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CIP/OFAC

Reference #: KEY_2022_2

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Benefit:

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eSign Override

Reference #: KEY_2022_3

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

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

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Salesforce Financial Services Cloud

Reference #: KEY_2022_5

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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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Benefit:

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Fixes

Client Folder

Reference #: UE_2022_2

Change: 

Work Items

Reference #: UE_2022_3

Change: 

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