ResearchPoint December 2014 Release

Published
This past weekend, we successfully upgraded you to the December 2014 (3.19) release of ResearchPoint. We're pleased to inform you of an update to real estate assets and the Target Analytics Prospecting Database.

New Record State Column for Real Estate Assets


Due to individual counties changing APN numbers, we've added a Record state column to help you prevent duplicate real estate records inflating your prospect's real estate asset total. Real estate records can have a status of "historical," "current," or "new." APN (assessor parcel number) is a unique identifier for real estate. However, APNs can change and without a consistent pattern because individual counties determine how to format their APN. For example, an APN county identifier changed from 01261801440000 to 123119.


When you wealth screen prospects, the new Record state column will use the following logic to prevent duplicates:


  • New – When you wealth screen, if a property doesn't match an existing record in your database but exists in CoreLogic, the property asset is marked as "New." Once a user views this record, the status updates to "Current."




  • Historical – When you wealth screen, if a property was in your database before the screen but doesn't match any records in CoreLogic, the property asset is marked as "Historical."




  • Current – When you wealth screen, if an existing property in your database matches a record in CoreLogic, the property asset is marked as "Current."




Note: When you re-screen a prospect, if you have manually changed the record state for a property, we will not update the property status when the record is refreshed after wealth screening completes. We will update the the real estate data but not the property record state for assets that you specifically updated.


To see a list of counties who updated their Parcel ID number, use the links below. You can also use this list to see if records you screened in the past have duplicate real estate assets.



2014 Counties with Assessor Parcel Number ID Change


2013 Counties with Assessor Parcel Number ID Change



 

Target Analytics WealthPoint Updates


We recently made updates to our data that will help you with year-end fundraising.

Guidestar — We updated the Guidestar data, which increased the number of business and individuals connected to nonprofit organizations by over 9 million. Now, we have a total count of over 26 million nonprofit connections.

Marquis Who’s Who — We updated the Who's Who data, which increased the number of records by more than 57,000. We now have a total of over 1.28 million profiles.

NOZA — For the sixth consecutive month, we've updated the NOZA data. NOZA database of charitable giving has now surpassed the 102 million gift mark.

FEC — For the fourth consecutive month, we've updated the Federal Election Commission data. FEC record count is now over 24 million gifts.

 
For more information about these new features and new features from past releases, see the ResearchPoint New Features webpage.

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