Symptom
WealthEngine > ProspectLink imports all financial information as $0.00
Cause
Changes have been made to Sage Millennium's WealthEngine integration in order to incorporate WealthEngine’s new online wealth research platform (FindWealth 8). WealthEngine has a new authentication model, has added new wealth attributes, and has new range and rating score values. Also, WealthEngine will no longer provide scores for several wealth attributes.
Resolution
The following columns are added to the finance table to capture the new range and rating score values when importing WealthEngine data:
New code/value entries are required in the financial_types lookup table to capture the new wealth attributes when importing WealthEngine data. The conversion will add the required codes and values to financial_types lookup table only if the codes do not already exist.
New code/value entries are required in the demographic_type lookup table to capture the new wealth attributes when importing WealthEngine data. The conversion will add the required codes and values to the demographic_type lookup table only if the codes do not already exist.
WealthEngine will no longer provide scores for the following wealth attributes. The codes and values will remain in the lookup tables for historical purposes.
- finwerange
- finwerating
- Tools > Display Design > Profiles > Prospect > Financial
New code/value entries are required in the financial_types lookup table to capture the new wealth attributes when importing WealthEngine data. The conversion will add the required codes and values to financial_types lookup table only if the codes do not already exist.
Code | Value |
we-f15 | Total Asset |
we-f16 | Net Worth |
we-f17 | Liquidity |
we-f18 | Estimated Annual Donation |
we-f19 | Income |
we-f20 | Real Estate Total Value |
we-f21 | Direct Stock Holdings |
we-f22 | Total Stock Value |
we-f23 | Charitable Donations |
we-f24 | Political Donations |
we-f25 | Pension |
Code | Value |
we-d41 | Inclination Affinity |
we-d42 | Boat Owner |
we-d43 | Air Craft Owner |
we-d44 | Board Member |
Lookup Table | Code | Value |
financial type | we-f1 | Actual Value of Income |
financial type | we-f3 | Pension Value |
financial type | we-f5 | Total Sales and Holdings |
financial type | we-f7 | Total Giving |
financial type | we-f9 | Real Estate Value |
financial type | we-f11 | Market Guide Compensation |
financial type | we-f14 | Total Federal Contribution |
demographic type | we-d6 | Estimated Giving Capacity |
demographic type | we-d12 | Total QOM |
demographic type | we-d13 | Lexis/Nexis QOM |
demographic type | we-d26 | POW&R QOM |
Additional Information
Related Information:
Financial Type Value Column
Displays the value that Sage Millennium will display for the WealthEngine data element in the Financial table.
ProspectLink Button
When you click on the ProspectLink button, Sage Millennium imports the WealthEngine data into the constituent record based on the WealthEngine import settings. If your institution accesses WealthEngine by using named accounts (in contrast to proxy server account access to WealthEngine), make sure that you have recorded your WealthEngine password in Sage Millennium. If you have not, then you will have to first log on to WealthEngine (on the WealthEngine log on page that Sage Millennium will automatically access for you) before the WealthEngine data can be imported for the constituent.
Financial Type Value Column
Displays the value that Sage Millennium will display for the WealthEngine data element in the Financial table.
ProspectLink Button
When you click on the ProspectLink button, Sage Millennium imports the WealthEngine data into the constituent record based on the WealthEngine import settings. If your institution accesses WealthEngine by using named accounts (in contrast to proxy server account access to WealthEngine), make sure that you have recorded your WealthEngine password in Sage Millennium. If you have not, then you will have to first log on to WealthEngine (on the WealthEngine log on page that Sage Millennium will automatically access for you) before the WealthEngine data can be imported for the constituent.
Article Type
Product Issue
Product Line
Millennium
Product Module/Feature
Wealth Engine
Product Version
2014.0
Ranking