What is changing?
The Portfolio Market report within the Market Insights folder is being updated to add additional Relationship metadata.
Note
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
Location: Data 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.