Flagging Wealth Enrichment Exclusions

You might need to flag constituents who should be excluded from all wealth enrichment services in EverTrue to protect their personal privacy. Adding this Wealth Enrichment Exclusion flag prevents EverTrue from appending private wealth information to their records.

Individuals flagged will not be screened for wealth updates, and will not have any screening results obtained through a direct EverTrue integration displayed via the EverTrue front end. Additionally, it stops this information from being shared as raw data with your data warehouse or internal system of record. 

Importing Wealth Enrichment Opt-Out Flags

If your institution does not want personal wealth details added to specific constituents (e.g. faculty and staff, trustees, etc.) on an ongoing basis for privacy reasons, then you will need to do the following:

  1. Create a separate column in your constituent import filed labeled ExcludeWealthEnrichment (please make sure column name does not contain spaces).
  2. For records you would like to exclude from any wealth data appends, you need to indicate this by adding a "Y," "Yes," "1," or "True," to the new ExcludeWealthEnrichment column in your constituent file.

If you only want to run an exclusion file once, you can send us a separate file with the the constituent ID + ExcludeWealthEnrichment.

When running your file, the field ExcludeWealthEnrichment will not appear in the mapping screen. We pick this field up behind the scenes based on the exact column name. 

Please note these indicators need to be sent to EverTrue by the last day of each month in order to be honored in the following month's enrichment run. During the pilot period, any flags added to EverTrue will take effect in the next monthly run. For example, if you load Wealth Enrichment Exclusion flags on November 5th, they will not go into effect until the next enrichment refresh, which will occur the first week of December. The files run in October did not support opt-outs, so any data files pulled down from SFTP or exports done prior to November 6th will contain Windfall data for all contacts. 

For any other questions reach out to EverTrue Support at genius@evertrue.com.

Was this article helpful?



Content aside

  • 1 yr agoLast active
  • 338Views
  • 1 Following