You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.

Salentica is now Black Diamond CRM Solutions. Click here to learn more.
 

 

announcement close button
Home > CRM Platform - Microsoft > Database Storage on Engage > Entities & Fields With Auditing Disabled
Entities & Fields With Auditing Disabled
print icon
Nov 14, 2023

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)

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

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

Family

AUM

  • si_aum

  • si_aum_base

  • si_valuationdate

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

Lead

LCO

  • si_lastcontactedon

  • si_lastcontactedtype

  • si_lastcontactedby

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

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

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

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

Feedback
0 out of 0 found this helpful

Engage can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

close button
scroll to top icon