What’s New?

Data

Account and Benchmark Support for Segmentation Lists

Segmentation lists now support Account and Benchmark entity types.

Using Fund Identifiers with Account and Benchmark Segmentation Lists will be supported soon.

Account and Benchmark options can now be selected in the dropdown when you select the Entity Type while creating a new Segmentation List.

Read more on how to add Segmentation Lists.

Documents

Account and Benchmark Support for Document Production Center Workflows

Document Production Center Workflows now support Account and Benchmark entity types.

When using Segmentation Lists as the Input Type to configure Workflow Inputs in the Document Production Center, Account and Benchmark can be selected as the Entity Types.

Read more about how to create a Production Center Workflow.