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2016-07-08 - Merge/Split Data Feeds

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Users with data-feed rights can now download reports of which relationships were merged or split for the past two months.

Merge Data Feed

Each row details a primary relationship that was merged into a relationship family, including the following details:

  • Merged from (old) relationship family name and ID
  • Primary relationship name and ID
  • Merged into relationship family name and ID
  • Merge source - Manual (through the app) or Core (during a relationship awareness run)
  • User who initiated the merge
  • Timestamp when the merge occurred in the PrecisionLender system

Split Data Feed

Each row details a primary relationship that was split out of a relationship family into a new relationship family. If multiple primary relationships were split out of a relationship family simultaneously, each primary relationship will still have its own row. Each row includes the following:

  • Originating relationship family name and ID
  • Primary relationship name and ID
  • Split out (new) relationship family name and ID
  • Split source - Manual (through the app) or Core (during a relationship awareness run)
  • User who initiated the split
  • Timestamp when the split occurred in the PrecisionLender system

For more information please see: The Data Feeds

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