Performance Improvements for Group WealthPoint Screens

Published
To improve the performance when users screen a group of constituents through WealthPoint, Target Analytics is making the following updates.

Going forward, we will focus on returning the key relationships from GuideStar on a group screen:

  • Known relationships (both people have been screened through WealthPoint and have a connection through an NPO found in Guidestar), regardless of form year

and




  • A representative sample of the other relationships from the most recent years

For some nonprofit connections, we’ve seen the total number of relationships returned could be up to 20,000. For you to sort through 20,000 relationships and get the most pertinent information is unrealistic. Therefore, we have simplified the process. These initial results will then help you determine if it is worth the effort to review the additional relationships.  And, we want to ensure that you have the choice when to return thousands of relationships for a constituent. If a user does want to see all the relationships, individual WealthPoint screens will continue to return all relationships.

Then, with the April 2015 ResearchPoint release, we are adding an indicator in ResearchPoint for records that have more network connections available from GuideStar.  This indicator plus the initial information returned can help you decide if you want to run an individual WealthPoint screen. In addition, the known relationships will display at the top of the network connections list.

With these changes we can improve your WealthPoint group screens without sacrificing the ability to see all relationships for a constituent. We hope these performance updates will improve your experience group screening constituents in WealthPoint.

 

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