Why are assets not automatically confirmed when an alias or nickname is entered as first name?

After WealthPoint screening an individual in ResearchPoint you may notice that assets that include the constituents full name didn't auto confirm when an alias or nickname (ie. Bob vs Robert) is entered as the constituent's first name.
We improved the matching criteria to now auto confirm assets when a common alias or nickname is entered as the constituent's name.  Any records WealthPoint screened after 8/30/16 will use this matching criteria.  If you discover an asset that didn't auto confirm please ensure the record was WealthPoint screened after 8/30/16.

Environment

 ResearchPoint
 Yes

Was this article helpful?