Help & Training

New Record Workflow

The following actions can occur during a sync process when record inserts have been enabled. Typically, syncs are scheduled weekly to align with the release of the published dataset, but they can also be triggered on an ad-hoc basis for testing or other specific needs.

• Firm and Rep records will be created in the CRM based on the Audience Criteria specified in the Customer Onboarding Checklist. This ensures that only relevant contacts are added, aligning with the client’s targeting strategy and data governance standards.

• Primary Firm and BD/RA Firm registration associations will be updated per the Customer Onboarding Checklist.

• NOTE Duplicate records will be avoided since the integration is relaying on industry ID’s

• Firm registration association of new Firms are only added if not already present in the CRM.

TIP Contact ISS to update your Audience Criteria if your target market changes.