Add 'Is Active' Flag to Board Membership Datafeed

Currently, the board membership data feed contains all membership records whether or not they have been deleted from CSRconnect. Teams need a column identifying which records have been deleted and which are still current/active, this is important for CRA reporting.

  • Rachel Dowd
  • Aug 9 2024
  • Reviewed: Need Further Info
Reporting
Client Name Wells Fargo
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  • Rachel Dowd commented
    14 Aug 20:50

    Hey Chris! Thanks for the question. Those columns are indicating the dates the user were in the role, it is not indicative of if the user has deleted the membership from the UI. The client has found that users have deleted board membership from their accounts that still pulls into the datafeed, and the ask is for an indicator of that.

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  • Admin
    Chris Mathew commented
    14 Aug 20:47

    Hey Rachel, thank you for your submission. Within the board membership data feed, there are 2 columns included for the active start date and active end date. Can you help us understand why these columns can't be used in lieu of board membership active true/false flag?

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