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Update 8/16:
The field name daysSinceLastTouch will be renamed to daysSinceLastUpdate in the Reporting Dashboard and V7+. The Release Note text below has been updated with the correct field name.
Date Available:
Beta & Prod 8/22
Which customers are impacted? All
How to turn on: This feature will be automatically enabled for all customers on the dates listed above.
Purpose of Update and Benefit:
On August 22, 2023 in the Application List Report in the Reporting Dashboard, and in the GET /reporting/loans endpoint in v7.0.0 we will be updating several fields to make it clearer when a loan is set to be deleted via the automated archive/purge process.
Removing:
Adding:
Updating:
Current Behavior:
LastTouchedByUserId is the ID for the last user to interact with the loan (borrower or lender or system), and lastTouchedDatetime is the timestamp for that interaction. Due to limitations in the underlying logic of how these fields were built, not all actions that reset the loan archive/purge timer are encompassed by these fields.
estPurgedDatetime is populated when the loan is deleted through our automated purge process after the inactivity timer. estDeletedDatetime is populated when a loan is manually deleted.
New Behavior:
We will be removing the fields LastTouchedByUserId and lastTouchedDatetime, as these fields do not include all actions that can be done on a loan. Please start using the existing estLastUpdatedDatetime field to determine when the last action on a loan was taken that resets the archive/purge inactivity timer.
We will be removing the fields for estPurgedDatetime and estDeletedDatetime and introducing one field called applicationDeletedDatetime. We will also add a field called applicationDeletionSource that designates if the field was deleted manually, or automatically via the purge process.
We will be refining the underlying logic in the daysSinceLastTouch to more accurately reflect the number of days since the latest activity on the loan that aligns with the loan archive/purge logic. You may see a change to existing values in that field. In the Reporting Dashboard and V7+ endpoint this field will be renamed to daysSinceLastUpdate.
This release will go to both beta and prod on August 22, 2023. You will not experience any change in the functionality of the Reporting Dashboard, just the fields returned when pulling the Application List report.
Resources:
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