Third Party Field Audit

The Third Party Field Audit page in System Management (System Management >Third Party Field Audit) is used to track account-level changes submitted by third party companies. After a third party makes the change, the institution is required to manually make the changes on the account. Use this screen to track whether the changes are "Processed" or "Ignored." Within the toolbar above the grid area, users can Process changes, Ignore changes, filter the results, change the view, and set the date range of the list.

The following columns display in this page:

Column Name	Description
Record Type	The record type associated to the change.
Identifier	The account identifier associated to the change.
Field	The field on the account that is being updated.
Original Value	The original value of the field the third party would like to update.
New Value	The new value of the field the third party would like to update.
Last Modified	Denotes when the last modification was made to the field audit.
Modifed By	Denotes who made the last modification to the field audit.
Date Created	Denotes when the field audit was created by the third party.
Created By	Denotes the source of the field audit.
Status Code	Displays the status of the field audit (Pending, Processed, Ignored).

Double-click a row in the grid to display the record in the workspace.

To Process/Ignore a Change:

After manually making the changes to the fields as shown in the list, highlight the items that are to be processed and click either Process or Ignore.
A success message appears indicating the field processed successfully. The status of the field changes in the grid based on the option that was selected.

To Filter Results:

Enter the text to filter by in the filter box.

Click Refresh. The results are displayed in the grid.

To Change the View:

Select either All, Processed, Ignored, or Pending from the View drop down to view accounts with those Status Codes.

Click Refresh. The results are displayed in the grid.

To Set the Date Range:

Select the desired start date and end date from the calendars.

Click Refresh. The results are displayed in the grid.