When looking at the Details of a WealthPoint Data Refresh, the number of records processed for data refresh does not match the number of records eligible for a Wealthpoint screening in my ResearchPoint database.
Data refresh sends up constituents who have Securities, Nonprofit Affiliations, Foundation Affiliations, Business Ownership, and Biographical Data records from WealthPoint who have not been refreshed since the last update of that respective source. However, we exclude constituents who are set with 'Disable WealthPoint' and also exclude wealth records that have been rejected. The count shown will always be the number of distinct constituent records who meet that criteria.
Steps to Duplicate
Log into your ResearchPoint database
Select The Prospects Tab
Select Wealth and Ratings Data
Select the WealthPoint Screening History Tab
Sort by date in the resolved screenings section
Take a look at the details for the most recent data refresh.
Note the number of records processed for the data refresh
Create a New Constituent Query to see how many records are enabled for a WeatlhPoint Screening.
In ResearchPoint select Analysis
Select Information Library
Select Ad an Ad Hoc Query
Double click Constituent
In the first column scroll down to the bottom and single click Wealth Information
In the second column double click WealthPoint Enabled = Yes
Select Preview Results and note the difference between the query results and the amount of records processed through data refresh.