Each wealth record, whether imported from WealthPoint or manually entered, displays a confidence rating. It appears in the grid of the select data source page. For example, if you are looking at Securities data on the Assets tab, the Confidence rating column appears on the far right side of the Securities section.
Warning: The WealthPoint search option is available for only individual constituents, not organizations.
Note: Check icon = the information contained in the record has been confirmed as correct. Star = WealthPoint used a piece of information in the recursive matching process to help identify a better match. For example, it locates a good Securities record match. It then uses the name of the company included in that record to make a better business ownership record match.
The rating indicates the relative strength of the match. For example, if confidence in the wealth information provided is very high, the rating number is “4”; if confidence in the wealth information provided is low, the rating number is “1”. The following table explains each default confidence rating.
|
Rating |
Description |
|
5 |
Confirmed record - any record confirmed in the application receives a 5 rating. You designate a record “Confirmed” by selecting the record and clicking the Confirm button. When you confirm a wealth information record, the Confidence number changes to “5” and a green check mark appears to the left of the selected entry. |
|
4 |
Very high confidence |
|
3 |
High confidence |
|
2 |
Moderate confidence |
|
1 |
Low confidence |
|
0 |
Rejected record - any record rejected in the application receives a 0 rating. You designate a record “Rejected” by selecting the record and clicking the Reject button. When you reject a wealth information record, the Confidence number changes to “0” and a red icon appears to the left of the selected entry. |