What is changing?

The Portfolio Market report within the Market Insights folder is being updated to add additional Relationship metadata.  


This report is only available to customers who subscribe to the Premium Market Insights package. Please contact Customer Support if you have any questions.

Report: Portfolio Market Report

LocationData Library --> Market Insights

New Fields: 

Column Name Change Type Data Type Description
Relationship Owner ID Added guid The unique PrecisionLender identifier for the owner of the relationship associated with the loan.
Relationship Owner Name Added string The name of the owner of the relationship associated with the loan
Relationship Owner Email Added string The email address of the owner of the relationship associated with the loan


Why is it changing?

These changes provide additional information on the owner of the relationship.  


Which datasets are impacted?

The below datasets are impacted.

Change Dataset Type Report name
Updated Data Library Portfolio Market Report


How does my bank need to prepare for these changes?

The additional fields will be added to the end of the CSV files to ensure there is minimal impact to existing processes that use these feeds.

It is recommended to review downstream processes that utilize the mentioned data feeds to ensure there is no breaking impact from these changes.


When are these changes happening?

These changes went into effect on Tuesday, April 4th 2023.