ResearchPoint Ideas

Require exact date of birth for WealthPoint data append/import

A February 2022 WealthPoint data update populated over 300 records with an estimated date of birth (A zero in the month or date field), with many of those populated values being woefully incorrect. There is no admin process for purging the imported data causing me to have to manually delete the incorrect values. The suggestion is to require an exact date of birth to qualify as a DOB value to be imported.

  • Kent Henderson
  • Mar 16 2022
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