Biographical Updates Made via Wealth Screenings

Right now in CRM - when records are run through Wealth Screening and it matches the person within Experian - if the birthdate, MI or suffixes are currently blank and the person it "matches" on has that information available it adds it to the record - but there is no update to the tables with a changed by or changed date. This information that it matches to is not always correct (could be their childs information). Updates like this should not automatically happen - or if it can not be turned off - then leave a clear trail for us so we can find those where this has occurred.

  • Christina Atkins
  • Jul 15 2021
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