For customers who utilize the 4 standard compliance statements in BBVN to determine if an employee match should be approved. There is no current way to ensure a match bucket includes only those who have agreed to designated compliance statements at the time of the match request.
Research: Are current compliance statement statuses coming over to CSRc from BBVN now? What is the lift to include the ability to add filter to a source "Has agreed to Patriot Act Statment IS (True or False)" and to include or exclude.
Bonus points to include ability to include the filter logic for custom compliance statements some customers require nonprofits to agree to in BBVN.
| Client Name | McKesson |
| Employee Name | Deidre S. |