A new Delivery to Promise data set is being added to the Data Library.
Data Set Description
After an opportunity with promised deposits has been Closed-Won, this data set helps you track whether or not the borrower actually delivered on their promise to transfer their deposit(s). For users with Relationship Awareness, it shows the actual deposit types and balances tied to relationships flowing over from your core system compared to the deposits that were promised by the borrower.
When are these changes happening?
These changes will be effective in the Data Studio as of today 10/1/2021.