Overview
The Unique ID Enforcement feature for funding sources ensures that each funding source within a tenant has a distinct External Unique Identifier (EUID). This update reduces integration risks when sharing data with external platforms by preventing duplication of critical identifiers such as loan numbers or obligation numbers. This helps to ensure data integrity and smooth transaction processing across integrated systems.
Enforcing a Unique External ID for Funding Sources
Description
Previously, users could input the same external identifier (like a loan number) across different deals, which created potential for conflicts during data integration. The new functionality enforces uniqueness constraints for each funding source within a tenant. If a duplicate is attempted, the system will flag the error and prevent the entry from being saved.
Step-by-Step Instructions:
Step 1: Access the Funding Source Form
Navigate to the page where you edit or create a funding source.
Step 2: Locate the External Unique ID Field
A tooltip is available to explain acceptable values (e.g., loan number, obligation ID).
Step 3: Enter a Unique Value
Input the external unique ID for the funding source.
If the value is unique within your tenant, a checkmark will appear indicating it is valid.
Step 4: Attempt to Reuse the Same Value (optional)
Try entering the same value in a different funding source to test the enforcement.
You will receive a warning or error, and the system will prevent you from saving the duplicate entry.
Note:
The uniqueness is enforced across all funding sources within a tenant, regardless of deal.
The feature also maps to the CLA data model to ensure consistency across systems.
In Built reporting the field is called ‘External Unique Identifier’ and is associated to a Funding Source