ResearchPoint Ideas

Ongoing synchronization of ResearchPoint spouse field with RE

ResearchPoint (RP) spouse field should be synchronized with RE spouse information.  I understand that the Household would need to be fixed in the case of a divorce but this information should be flagged in RP to let you know that it is not in sync with RE information.

  • Guest
  • Jun 10 2019
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  • Rachael Walker commented
    May 17, 2021 14:21

    It is insanity that this is not available. This is such a fundamental part of wealth screenings since spouse information is part of a screen that it makes no sense that this wouldn't be part of the sync.