Submitted by 335 on
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:
  • finwerange
     
  • finwerating
Note: The client will need to customize the their Financial Screen to show the 2 new columns:
  • 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
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.
 
Code Value
we-d41 Inclination Affinity
we-d42 Boat Owner
we-d43 Air Craft Owner
we-d44 Board Member
WealthEngine will no longer provide scores for the following wealth attributes. The codes and values will remain in the lookup tables for historical purposes.
 
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.
 
Article Type
Product Issue
Product Line
Millennium
Product Module/Feature
Wealth Engine
Product Version
2014.0
Ranking
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