Do updates to ratings trigger date_modified for constituent records?

Allan Delmare

Documentation is somewhat conflicting/difficult to interpret:

https://developer.blackbaud.com/skyapi/docs/in-depth-topics/api-lists

"The following fields have the potential to update the date_modified value on constituents, without user input:

• Age increments (ie: a constituent has a birthday and their calculated age is one year older)
• Wealth ratings are updated (occurs once a year)"

…to me, this would indicate changes to wealth ratings would trigger date_modified on constituent records….

But then the next paragraphs:

"And the following fields may trigger an update without the changes being reflected in the API, as the correlated fields are not surfaced on the Constituent entity today:

• Solicitor status change
• Prospect classification
• Wealth ratings
• Appeals"

Can anyone clarify?

Thanks,

Allan

Erik Leaver

Hi @Allan Delmare I'm assuming you are looking at the NXT Wealth Ratings. Here's the info on their behavior: https://kb.blackbaud.com/knowledgebase/articles/Article/79798

Allan Delmare

https://community.blackbaud.com/discussion/comment/307808#Comment_307808

Sorry, to be clear, I'm actually looking for updates from ResearchPoint wealth ratings.

Realizing though that my approach isn't scalable. The absence of a bulk endpoint for wealth ratings is really challenging.

Is there an API / connection point to get wealth ratings from research point directly? (RP → NXT, then RP → external mirror) so that I don't have to fetch ratings for each constituent one at a time?

The challenge is that we may update several constituent wealth ratings per day …

How to signal that "those" wealth ratings need to be fetched by the external service?

Erik Leaver

@Allan Delmare there are no public endpoints for Research Point. Might add that to the Research Point ideas bank (in the RP community).

Changes to the RP wealth rating in Raiser's Edge should update the date_last_changed filed on the record constituent table. This should then be pulled in by RODs and be reflected in the updated data sync. If that's not the observed behavior, we should get a support opened.

Alex Wong

you can use Query API to pull the rating information in bulk

Allan Delmare

https://community.blackbaud.com/discussion/comment/307848#Comment_307848

@Erik Leaver great! That's what I was hoping for!

@Alex Wong thanks, that's how I'm approaching it now. **edit: doh! ratings get new 'rating date' with each refresh … so we can scope the query that way. face palm … baby steps, learning at a snails pace over here