✅ Successful Scenario (via UI)
Create an Investment Manager and associated Underlying Principal via UI.
Complete all journey tasks, including “Verify Managed Relationship”.
Navigate to: Entity Profile > Underlying Principals tab > Expand relevant entity.
Result: Managed Products are displayed correctly under the relevant Underlying Principal.
Example (DEV):
Entity Profile – Working Example
❌ Failed Scenario (via Data Migration)
Migrate agency data including Company, Managed Relationship, Associations, and Products.
Navigate to the Investment Manager’s Entity Profile.
Go to: Underlying Principals tab > Expand relevant entity.
Result: No Managed Products are displayed under the Underlying Principal, even after running verification journeys for Product, Entity, and Managed Relationship.
Example (DEV):
Entity Profile – Failing Example
– Expand the first Underlying Principal (Masked-LE Name IL11091529) → products are missing.
🔍 Root Cause
The migrated associations file between the Managed Relationship (MR) and the Investment Manager (IM) is being created with the flag isAgency = False.
The system expects isAgency = True in order for the products to correctly display under the Underlying Principal grid.
This discrepancy prevents migrated products from appearing, even after completing verification journeys.
🛠 Resolution / Workaround
Update migration mappings for Managed Relationship associations to ensure isAgency = True for IM ↔ MR links.
Re-run verification journeys after correcting the association mapping.
Validate by expanding the Underlying Principal tab on the IM profile → products should now appear correctly.
📌 Additional Notes
This issue does not occur for entities created via UI, as the UI journey tasks set isAgency = True correctly.
Include migration validation in test plans to ensure association flags are mapped accurately before production migration.