Auditing in Engage can consume large amounts of log storage with a small amount of entities and fields that update frequency. For this reason, the following Entities and Fields come with auditing disabled by default. 

Entities

The list below represents entities that have auditing disabled:

• Activity Completion (Time/Expense module)

• Asset Management Roll-Up (Asset Management app)

• Benchmark (Asset Management app)

• Contribution/Withdrawal (Asset Management app)

• Custodial Alert

• Email

• Holding

• Opportunity Close

• Security Master

• Time and Expense Trigger (Time/Expense module)

• Time/Expense (Time/Expense module)

• Time/Expense Roll Up (Time/Expense module)

• Workflow Activity Creation (Workflow Manager module)

• Workflow Creation (Workflow Manager module)

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Fields

The list below represents specific fields on entities that have auditing disabled:

Contact

LCO

• ssi_lastcontacttype

• ssi_lastcontactedon

• ssi_contact_user_lastcontactedby

 

Age Calculations

• si_age

• si_dayofbirth

• si_monthofbirth

• si_yearofbirth

• si_nextbirthday

• si_daysuntilnextbirthday

• si_relationshipage

• si_dayofclientanniversary

• si_monthofclientanniversary

• si_yearofclientanniversary

 

Address Manager

• ssi_useaddressfromid

• ssi_usesecondaryaddressfromid

 

Asset Management Module

• si_inceptiontodateopened

• si_rolling12monthsopened

• si_ytdopened

• si_inceptiontodateclosed

• si_rolling12monthsclosed

• si_ytdclosed

• si_inceptiontodatewithdrawals

• si_inceptiontodatewithdrawals_base

• si_rolling12monthswithdrawals

• si_rolling12monthswithdrawals_base

• si_ytdwithdrawals

• si_ytdwithdrawals_base

• si_inceptiontodatecontributions

• si_inceptiontodatecontributions_base

• si_rolling12monthscontributions

• si_rolling12monthscontributions_base

• si_ytdcontributions

• si_ytdcontributions_base

• si_numberofopenaccounts

• si_totalmarketvalueadvisor

• si_totalmarketvalueadvisor_base

• si_valuationdate

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Distribution Channel/Distribution Team

InTouch Module

• si_lasttouchdateandtime

• si_lasttouchtype

• si_lasttouchby

• si_lastconversation

• si_nextconversation

• si_lastemail

• si_nextemail

 

Time/Expense

• si_timeminutesytd

• si_expensesytd

• si_expensesytd_base

• si_timeminutes12m

• si_expenses12m

• si_expenses12m_base

 

Asset Management App

• si_inceptiontodateopened

• si_rolling12monthsopened

• si_ytdopened

• si_inceptiontodateclosed

• si_rolling12monthsclosed

• si_ytdclosed

• si_inceptiontodatewithdrawals

• si_inceptiontodatewithdrawals_base

• si_rolling12monthswithdrawals

• si_rolling12monthswithdrawals_base

• si_ytdwithdrawals

• si_ytdwithdrawals_base

• si_inceptiontodatecontributions

• si_inceptiontodatecontributions_base

• si_rolling12monthscontributions

• si_rolling12monthscontributions_base

• si_ytdcontributions

• si_ytdcontributions_base

• si_numberofopenaccounts

• si_totalmarketvalue

• si_totalmarketvalue_base

• si_valuationdate

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Family

AUM

• si_aum

• si_aum_base

• si_valuationdate

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Financial Account

AUM

• si_totalsupervised

• si_totalsupervised_base

• si_totalunsupervised

• si_totalunsupervised_base

• si_totalmarketvalue

• si_totalmarketvalue_base

• si_valuationdate

 

Schwab Data Persistence Asset Values

• si_principalcash

• si_principalcash_base

• si_marketvaluelong

• si_marketvaluelong_base

• si_marketvalueshort

• si_marketvalueshort_base

• si_equityactualmarketvalue

• si_equityactualmarketvalue_base

• si_equityactualweight

• si_fixedincomeactualmarketvalue

• si_fixedincomeactualmarketvalue_base

• si_fixedincomeactualweight

• si_alternativesactualmarketvalue

• si_alternativesactualmarketvalue_base

• si_alternativesactualweight

• si_cashactualmarketvalue

• si_cashactualmarketvalue_base

• si_cashactualweight

• si_cashandcashinvestments

• si_cashandcashinvestments_base

• si_otheractualmarketvalue

• si_otheractualmarketvalue_base

• si_otheractualweight

 

Time/Expense 

• si_timeminutesytd

• si_timeminutes12m

• si_expensesytd

• si_expensesytd_base

• si_expenses12m

• si_expenses12m_base

 

Address Manager (Relationship Inheritance)

• si_userelationshipteamfromid

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Lead

LCO

• si_lastcontactedon

• si_lastcontactedtype

• si_lastcontactedby

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Opportunity

InTouch Module

• si_lastcontactedon

• si_lastcontacttype

• si_lastcontactedby

• si_lastemail

• si_nextemail

• si_lastconversation

• si_nextconversation

 

Time/Expense

• si_timeminutesytd

• si_timeminutesoverall

• si_expensesytd

• si_expensesytd_base

• si_expensesoverall

• si_expensesoverall_base

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Portfolio

AUM

• si_totalmarketvalue

• si_totalmarketvalue_base

• si_totalsupervised

• si_totalsupervised_base

• si_totalunsupervised

• si_totalunsupervised_base

• si_valuationdate

 

Compliance

• si_equityactualmarketvalue

• si_equityactualmarketvalue_base

• si_equitytargetweighthigh

• si_equitytargetweightlow

• si_equityactualweight

• si_equitydrift

• si_equitynoncompliantsince

• si_fixedincomeactualmarketvalue

• si_fixedincomeactualmarketvalue_base

• si_fixedincomeactualweight

• si_fixedincometargetweighthigh

• si_fixedincometargetweightlow

• si_fixedincomedrift

• si_fixedincomenoncompliantsince

• si_cashactualmarketvalue_base

• si_cashactualweight

• si_cashtargetweighthigh

• si_cashtargetweightlow

• si_cashactualmarketvalue

• si_cashdrift

• si_cashnoncompliantsince

• si_alternativesactualmarketvalue

• si_alternativesactualmarketvalue_base

• si_alternativesactualweight

• si_alternativestargetweighthigh

• si_alternativestargetweightlow

• si_alternativesdrift

• si_alternativesnoncompliantsince

• si_otheractualmarketvalue

• si_otheractualmarketvalue_base

• si_otheractualweight

• si_othertargetweighthigh

• si_othertargetweightlow

• si_otherdrift

• si_othernoncompliantsince

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Relationship

InTouch Module

• si_lastcontactedon

• si_lastcontacttype

• si_lastcontactedby

• si_lastemailinteraction

• si_nextemailinteraction

• si_lastverbalinteraction

• si_nextverbalinteraction

• si_lastreviewdate

• si_nextreviewdate

 

AUM

• si_totalmarketvalue

• si_totalmarketvalue_base

• si_totalmarketvaluesupervised

• si_totalmarketvalueunsupervised

• si_totalmarketvalueunsupervised_base

• si_managementfee

• si_managementfee_base

• si_managementfeeytd

• si_managementfeeytd_base

• si_valuationdate

 

Relationship Age

• si_relationshipage

• si_dayofrelationshipanniversary

• si_monthofrelationshipanniversary

• si_yearofrelationshipanniversary

• si_daysuntilnextrelationshipanniversary

• si_nextrelationshipanniversary

 

Time/Expense

• si_timeminutesytd

• si_timeminutes12m

• si_expensesytd

• si_expensesytd_base

• si_expenses12m

• si_expenses12m_base

 

Asset Management App

• si_inceptiontodateopened

• si_rolling12monthsopened

• si_ytdopened

• si_inceptiontodateclosed

• si_rolling12monthsclosed

• si_ytdclosed

• si_inceptiontodatewithdrawals

• si_inceptiontodatewithdrawals_base

• si_rolling12monthswithdrawals

• si_rolling12monthswithdrawals_base

• si_ytdwithdrawals

• si_ytdwithdrawals_base

• si_inceptiontodatecontributions

• si_inceptiontodatecontributions_base

• si_rolling12monthscontributions

• si_rolling12monthscontributions_base

• si_ytdcontributions

• si_ytdcontributions_base

• si_numberofopenaccounts

• si_totalmarketvalue

• si_totalmarketvalue_base

• si_valuationdate

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Product/Strategy

All Performance Fields on Product (QTD, YTD, 1 Year, 3 Year, 5 Year, 10 Year, Overall)

 

Asset Management App

• si_inceptiontodateopened

• si_rolling12monthsopened

• si_ytdopened

• si_inceptiontodateclosed

• si_rolling12monthsclosed

• si_ytdclosed

• si_inceptiontodatewithdrawals

• si_inceptiontodatewithdrawals_base

• si_rolling12monthswithdrawals

• si_rolling12monthswithdrawals_base

• si_ytdwithdrawals

• si_ytdwithdrawals_base

• si_inceptiontodatecontributions

• si_inceptiontodatecontributions_base

• si_rolling12monthscontributions

• si_rolling12monthscontributions_base

• si_ytdcontributions

• si_ytdcontributions_base

• si_numberofopenaccounts

• si_totalmarketvalue

• si_totalmarketvalue_base

• si_valuationdate