Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • User Guides
  • Approvals & Disclosures
  • Extracts/API

Data Extracts

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home
  • User Guides
    Approvals & Disclosures Third-Party Management Compliance Monitoring
  • Integrity Gateway Configuration Guide
    Approvals & Disclosures Request Types Configurable Components FAQ
  • Service Desk FAQ
  • Release Notes
    Release Notes - Approvals & Disclosures/ Third Party Management Release Notes - Compliance Monitoring
  • Roadmap
+ More

  • User Guides

    • Integrity Gateway Configuration Guide

      • Service Desk FAQ

        • Release Notes

          • Roadmap

            Table of Contents

            What is Provided? Scope and Format of Data Formatting File Naming SFTP Details Appendix A: Data Dictionary Actions Activities Parties Party Addresses Party Details Requests Requests Activities Parties Linkage Responses Users Role Privileges User Groups User Privileges User Roles Tasks Request File Attachments Risk Scoring Risk Scoring Criterias Risk Scoring Adjustment Request Activity Approval Steps Request Recipient Approval Steps Extract Diagram Appendix B: Change Log Appendix B: Change Log

            In order to facilitate customer’s various needs, including additional integrations and information needs, we provide data extracts for a variety of data objects from both the Approvals & Disclosures and Third-Party Management applications.

             

            What is Provided?

            The following data objects are provided in a delta manner - with the exception of the initial extract - which is a full extract - regardless of the delta period. Please see Appendix A below for the fields provided and relationships amongst the data objects.

            Data Object Description Delta Type
            Actions A listing of all actions associated with the request, activities, and / or parties. Request Patterns
            Activities A supportive listing of activities associated with a request. Request Pattern
            Parties The foundational details for parties. Party Pattern
            Party Addresses Addresses associated with parties. Party Pattern
            Party Details The available attributes about the party. Party Pattern
            Requests The core data object which represents the basic details of the request. Request Pattern
            Requests Activities Parties The data which allows connectivity between the request’s activities and the associated parties and responses Request Pattern
            Responses A listing of all questions and responses associated with the request, activities, and / or parties. Request Pattern
            Users A listing of users of the system and the based attributes associated with the user.  Party Pattern (less fair market value concerns)
            Role Privileges  A listing of privileges per role. User Privileges Pattern
            User Groups A listing of group assignments per user.  User Privileges Pattern
            User Privileges A listing of privileges per user. User Privileges Pattern
            User Roles A listing of roles per user. User Privileges Pattern
            Tasks A listing of tasks that is or not associated with a request. Task Pattern
            Request File Attachments A listing of file attachments per request. Request Pattern
            Risk Scoring The basic risk scoring details associated with a request for which risk scoring is enabled. Request Pattern
            Risk Scoring Criterias The risk scoring criteria that is associated with a risk scoring record. Request Pattern
            Request Activity Approval Steps A listing of approval steps for activity. Request Pattern
            Request Recipient Approval Steps A listing of approval steps for recipients. Request Pattern

            Request Pattern records are shared when the associated request meets any of the following conditions: 

            1. New Request within delta time period.
            2. New Request version within delta time period.
            3. Any action (submit, approve, reject, etc.) taken on the request.

            Party Pattern records are shared when the associated request meets any of the following conditions: 

            1. New Party within delta time period.
            2. New / updated party information attributes within delta time period.
            3. New / updated party fair market value (FMV) details within delta time period.

            Scope and Format of Data

            Customers will be provided with SFTP details where the files will be dropped. 

            The files begin running at the following times and are dropped into the STFP when done. (Approximately 30 minutes from start time.) 

            • Stage extracts are run daily at 6:00 AM UTC.
            • Production extracts are run daily at 2:00 AM UTC. 

            Formatting

            The files generated will be done so with the following characteristics: 

            • CSV Extension.
            • Comma utilized as the delimiter.
            • Column headers provided with each file which are lowercase with no special characters or spaces (underscores used).
            • Values separated by the comma (“,”) delimiter.
            • All text fields are quoted with the double quote character.
            • Any literal double quote characters embedded are escaped with another double quote character.
            • Utf-8 encoding. 

            File Naming

            Structure - [customer_name]_[appliciation]_[data_object]_[run_date]_[extract_type]_[data_from]_[data_to].[extension]  
            e.g., acme_approvals_requests_20220721180505_delta_20220720_20220720.csv 

            • customer_name - single word name of the customer
            • application - single word name of the application
            • data_area - single word name of the data object
            • run_date - the date when the extract was run in the following format: YYYYMMDDHHMMSS
            • extract_type - either full or delta
            • data_from - the date for the start of data in the following format: YYYYMMDD
            • data_to - the date for the end of data in the following format: YYYYMMDD
            • extension - the value for the extension (currently only csv)   

            SFTP Details

            With the SFTP directory, the following folder structures will exist:   

            • /[customer_name]/extracts/ - Root directory where any extract documentation will be stored, in addition to the directories that will store the extract files themselves.  
            • /[customer_name]/extracts/_adhoc - Directory where any ad-hoc (requested out of the typical periodic processing of extracts) will be placed.  
            • /[customer_name]/extracts/[YYYY-MM]* - The directory which will be dynamically created based on the date of the data extracted (not the run date).   

            As an example, the files generated on 7/01/2022 for data created/modified on 6/30/2022 will have the following file paths and names:
            /acme/extracts/202206/acme_approvals_requests_20220701180505_delta_20220630_20220630.csv
            /acme/extracts/202206/acme_approvals_parties_20220701180505_delta_20220630_20220630.csv

            Appendix A: Data Dictionary

            Actions 

            Data Object Field Order Definition
            actions action_id 1 The unique ID for the action.
            actions action_datetime 2 The datetime when the action took place.
            actions actioned_by_party_id 3 The actioner's unique ID which types to users / parties data objects.
            actions actioned_by_name 4 The name of the actioner.
            actions actioned_by_role 5 The actioner's role when performing the action.
            actions action_type 6 The action type (e.g., submit, update, approve).
            actions request_id 7 The unique ID value for the request which links to the requests data object.
            actions formatted_request_id 8 The unique ID - formatted - for the request.
            actions actioned_object_type 9 The type of object that was actioned upon (e.g., Activity, Party, Questionnaire, Request)
            actions actioned_object_id 10 The unique ID value for the actioned_object_type.
            actions request_step_order 11 A integer, which when sorted, allows the understanding of the order of the desired request step.
            actions request_step_name 12 The name of the request step.
            actions comment 13 The comment provided alongside the action (per the actioned_by_party_id), if available.
            actions requires_mitigation 14 The user denoted that mitigation is required.
            actions voided 15 The user voided their action.
            actions modified_datetime 16 The short value/code identifying the specific customer.
            actions customer_id 17 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.

            Activities

            Data Object Field Order Definition
            activities activity_id 1 The unique ID which relates to the specific request activity.
            activities request_id 2 The ID which relates to the requests data object (id field).
            activites formatted_request_id 3 The unique ID - formatted - for the request.
            activities is_primary_activity 4 The record is the primary activity for the request.
            activities activity_status 5 This activities current status (e.g., Awaiting Approval, Draft, Recorded, etc.).
            activities is_active 6 Is the activity active?
            activities activity_name 7 The default name of the Activity.
            activities amount 8 The amount associated with the activity.
            activities currency_code 9 The currency associated with the amount field.
            activities modified_datetime 10 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            activities customer_id 11 The short value/code identifying the specific customer.

            Parties

            Data Object Field Order Definition
            parties party_id 1 The unique ID for the party.
            parties name 2 The full name of the specific party.
            parties name_informal 3 The alternative name for parties, specifically the preferred name for the individual and informal name for the organization.
            parties source_type 4 Whether the party is classified as an individual or organization.
            parties function 5 The function for the party, if available.
            parties subfuction 6 The sub-function for the party, if available.
            parties is_worker 7 Is the party a worker?
            parties is_govt 8 Is the party a government official?
            parties is_hcx 9 Is the party an Healthcare Provider or Organization?
            parties is_3p_or_vendor 10 Is the party a third party or vendor?
            parties is_bank 11 Is the party a bank?
            parties is_customer 12 Is the party a customer?
            parties is_state_owned 13 Is the party owned by the state?
            parties created_datetime 14 Created timestamp for the party.
            parties updated_datetime 15 Updated timestamp for the party.
            parties customer_id 16 The short value/code identifying the specific customer.
            parties fmv_amount 17 The amount associated with the party as their fair market value.
            parties fmv_currency_code 18 The fmv_amount associated currency code.
            parties fmv_effective_date 19 The date for which the FMV amount became effective.
            parties fmv_specialty_code 20 The specialty associated with the party and the fair market value.
            parties fmv_tier_code 21 The tier associated with the party and the fair market value.
            parties modified_datetime 22 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            parties email 23 The email associated with the party.
            parties erp_id 24 An ID for the party used by external system.
            parties country 25 The country of the party.
            parties is_active 26 Whether or not the party is active.
            parties is_blocked 27 Whether or not the party is blocked.
            parties note 28 Any notes about this party.

            Party Addresses

            Data Object Field Order Definition
            party_ addresses party_id 1 The unique ID for the party.
            party_ addresses type 2 The type of address (i.e. home, business).
            party_ addresses address_line_1 3 The first line of the address.
            party_ addresses address_line_2 4 The second line of the address.
            party_ addresses city 5 The city of the address.
            party_ addresses state 6 The state of the address.
            party_ addresses country 7 The country of the address.
            party_ addresses postal_code 8 The postal code of the address.
            party_ addresses modified_datetime 9 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            party_ addresses customer_id 10 The short value/code identifying the specific customer.

            Party Details

            Data Object Field Order Definition
            party_ details party_id 1 The unique ID for the party.
            party_ details info_code 2 The code that describes the type of information attribute.
            party_ details value 3 The information value.
            party_ details customer_id 4 The short value/code identifying the specific customer.
            party_ details modified_datetime 5 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.

            Requests

            Data Object Field Order Definition
            requests formatted_request_id 1 The ID which relates to the requests data object (id field).
            requests formatted_id 2 The unique ID - formatted - for the request.
            requests code 3 The type of the request
            requests status 4 The current status of the request.
            requests type 5 The name of the request type.
            requests created_datetime 6 The datetime when the request was created.
            requests first_submission_datetime 7 The datetime when the request was submitted (first time).
            requests latest_submission_datetime 8 The datetime when the request was submitted (latest time).
            requests last_updated_datetime 9 The datetime when the request was last updated - with regards to versions (not actions taken upon the request).
            requests completion_datetime 10 The datetime when the request was completed.
            requests submitter_party_id 11 The party_id for the user that submitted the request. This value relates to the users data object (and the parties data object).
            requests title 12 The title value given to the request.
            requests amount 13 The sum total amount for the request.
            requests currency_code 14 The currency associated with the amount field.
            requests application 15 The specific application of relevancy (e.g., disclosures, pre-approval, third party management).
            requests modified_datetime 16 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            requests customer_id 17 The short value/code identifying the specific customer.
            requests parent_request_id 18 The ID for the parent request (if it exists).  Associates a request to a composite request (ex. campaign)
            requests forms_of_support 19 Comma separated list of values that denote the forms of support selected within the request
            requests sub_type 20 Comma separated list of values that denote the request subtypes selected within the request

            Requests Activities Parties Linkage

            Data Object Field Order Definition
            requests_ activities _parties _linkage request_id 1 The ID which relates to the requests data object (id field).
            requests_ activities _parties _linkage formatted_request_id 2 The unique ID - formatted - for the request.
            requests_ activities _parties _linkage activity_id 3 The ID which relates to the activities data object (id field).
            requests_ activities _parties _linkage activity_status 4 The status of the activity (in_progress, approved, etc).
            requests_ activities _parties _linkage party_id 5 The ID which relates to the parties data object (id field).
            requests_ activities _parties _linkage party_status 6 The party’s status (e.g. awaiting_approval,  approved, canceled)
            requests_ activities _parties _linkage amount 7 The amount allocated  to the party for that activity
            requests_ activities _parties _linkage currency_code 8 The currency associated with the amount field.
            requests_ activities _parties _linkage activity_party_status 9 The status of the activity_party (in_progress, approved, etc).
            requests_ activities _parties _linkage modified_datetime 10 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            requests_ activities _parties _linkage customer_id 11 The short value/code identifying the specific customer.
            requests_ activities _parties _linkage  local_amount 12 The amount allocated  to the party for that activity (may be in tenant’s default currency, or a user selected currency, when currency differs from tenant default)
            requests_ activities _parties _linkage local_currency_code 13 The local currency associated with the amount field.
            (may be in tenant’s default currency, or a user selected currency, when currency differs from tenant default)

            Responses

            Data Object Field Order Definition
            responses    request_id 1 The ID which relates to the requests data object (id field).
            responses formatted_request_id 2 The unique ID - formatted - for the request.
            responses activity_id 3 The ID which relates to the specific request activity.
            responses party_id 4 The party ID when party relevant.
            responses question_code 5 A system code used to identify the exact question (e.g.,  q_company_active_negotiations_to_expand_business_04).
            responses library_item_code 6 A system code used to identify the general question (e.g., company_active_negotiations_to_expand_business).
            responses question_default_text 7 The default text assigned for the question.
            responses response_data 8 The response data value is a single field with varying types.
            responses response_type 9 The response type column is provided to support any parsing needs.
            responses response_order 10 A number which represents the placement question in the questionnaire.
            responses attachment_names 11 When the response has associated files attached, the filenames are available in this field. When multiple files, the names are delimited by the characters **.
            responses modified_datetime 12 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            responses customer_id 13 The short value/code identifying the specific customer.

            Users

            Data Object Field Order Definition
            users party_id 1 The system ID uniquely identifying the party that is a worker.
            users name 2 The user's full name.
            users status 3 The current status of the employee (e.g., active, inactive).
            users function 4 The function (typically the department) specified for the user.
            users division 5 User division.
            users business_area 6 User business_area.
            users subfunction 7 User subfuction.
            users email 8 The user's email address. 
            users username 9 The system username used to log into the application. 
            users external_id 10 The user's external (company) ID, when available. 
            users country 11 The country name denoted for the employee. 
            users is_active 12 Whether or not the user is active.
            users is_blocked 13 Whether or not the user is blocked.
            users created_datetime 14 The datetime value signifying when the user was initially created. Example value: "2022-05-16 22:35:42.620000000 +00:00".
            users modified_datetime 15 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            users customer_id 16 The short value/code identifying the specific customer.
            users user_id 17 The user ID uniquely identifying the user.

            Role Privileges

            Data Object Field Order Definition
            role_privileges role_code 1 Codified name of role.
            role_privileges privilege_code 2 Codified name of privilege.
            role_privileges modified_datetime 3 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            role_privileges customer_id 4 The short value/code identifying the specific customer.

            User Groups

            Data Object Field Order Definition
            user_groups user_id 1 The user ID uniquely identifying the user.
            user_groups group_id 2 The user ID uniquely identifying the group.
            user_groups group_code  3 The codified name of the group.
            user_groups group_name 4 The plain text name of the group.
            user_groups is_active 5 Whether of not the user has an active assignment to that group.
            user_groups modified_datetime 6 The datetime the user group assignment was last modified.
            user_groups customer_id 7 The short value/code identifying the specific customer.

            User Privileges

            Data Object Field Order Definition
            user_privileges user_id 1 The user ID uniquely identifying the user.
            user_privileges privilege_code 2 Codified name of privilege. 
            user_privileges is_grant 3 Boolean that explicitly allows or disallows this privilege. False value is primarily used when a user_role is granted but a privilege within that role has been removed for that user.
            user_privileges modified_datetime 4 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            user_privileges customer_id 5 The short value/code identifying the specific customer.

            User Roles

            Data Object Field Order Definition
            user_roles user_id 1 The user ID uniquely identifying the user.
            user_roles role_code 2 Codified name of role.
            user_roles modified_datetime 3 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            user_roles customer_id 4 The short value/code identifying the specific customer.

            Tasks

            Data Object Field Order Definition
            tasks task_id 1 The unique ID for the task.
            tasks task_formatted_id 2 The unique ID - formatted - for the task.
            tasks title 3 The title for the task.
            tasks due_date 4 The due date for the task.
            tasks status_code 5 The tasks status (e.g. draft, in_progress, completed, canceled).
            tasks category 6 A category for the task that is specific to the customer (e.g. mitigation, ad_hoc).
            tasks type_code 7 A type for the task that is specific to the customer (e.g. documentation, consult with and individual, other).
            tasks submitted_by_user_id 8 The user ID of the user who submitted the task.
            tasks assigned_to_user_id 9 The user ID for the user who is assigned to the task.
            tasks request_id 10 The request’s unique identifier that is associated with this task.
            tasks modified_datetime 11 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            tasks customer_id 12 The short value/code identifying the specific customer.

            Request File Attachments

            Data Object Field Order Definition
            request_file_ attachments id 1 Unique identifier for the file attachment.
            request_file_ attachments fk_table 2 The table name associated with the file attachment (request table).
            request_file_ attachments fk_id 3 The request’s unique identifier that is associated with this file attachment.
            request_file_ attachments user_id 4 The unique identifier of the user.
            request_file_ attachments uploaded_filename 5 The filename.
            request_file_ attachments uploaded_file_timestamp 6 When the filename was created.
            request_file_ attachments uploaded_file_size 7 The size of the file.
            request_file_ attachments uploaded_file_type 8 The file type.
            request_file_ attachments catalog_filename 9 Filename identification.
            request_file_ attachments attach_timestamp 10 Timestamp of when the file was attached.
            request_file_ attachments modified_datetime 11 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            request_file_ attachments customer_id 12 The short value/code identifying the specific customer.

            Risk Scoring

            Data Object Field Order Definition
            risk_scoring request_id 1 The request’s unique identifier that is associated with this risk score.
            risk_scoring risk_level 2 Overall risk score (e.g. low, medium, high).
            risk_scoring risk_score_value 3 The risk score (decimal point value out of the max risk score value).
            risk_scoring max_risk_score_value 4 The highest risk level possible for this score.
            risk_scoring modified_datetime 5 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            risk_scoring customer_id 6 The short value/code identifying the specific customer.

            Risk Scoring Criterias

            Data Object Field Order Definition
            risk_scoring_ criterias request_id 1 The request’s unique identifier that is associated with this risk scoring criteria.
            risk_scoring_ criterias default_title 2 The label/title of the request’s questionnaire that is related to this individual risk criteria.
            risk_scoring_ criterias importance 3 Importance weight of this risk criteria for the overall score.
            risk_scoring_ criterias potential_value_achievement 4 The individual risk criteria’s risk score value, that is used to calculate the overall risk score.
            risk_scoring_ criterias response 5 The request’s questionnaire response that is related to this individual risk criteria.
            risk_scoring_ criterias risk_result 6 The individual risk criteria risk level score.
            risk_scoring_ criterias template_code 7 The system template code for the type of request.
            risk_scoring_ criterias template_item_code 8 The system template item code for the request.
            risk_scoring_ criterias template_questionnaire_code 9 The system template questionnaire code for the request.
            risk_scoring_ criterias modified_datetime 10 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            risk_scoring_ criterias customer_id 11 The short value/code identifying the specific customer.
            risk_scoring_ criterias risk_area 12 The risk area of this risk scoring criteria. 

            Risk Scoring Adjustment

            Data Object Field Order Definition
            risk_scoring_ adjustment request_id 1 The request’s unique identifier that is associated with this risk scoring adjustment.
            risk_scoring_ adjustment customer_id 2 The short value/code identifying the specific customer.
            risk_scoring_ adjustment risk_adjustment_id 3 The unique identifier of the risk scoring adjustment.
            risk_scoring_ adjustment risk_area 4 The risk area of this particular adjustment.
            risk_scoring_ adjustment adjustment_type 5 The type of adjustment.
            risk_scoring_ adjustment categories 6 Categories for this adjustment.
            risk_scoring_ adjustment score_impact 7 The score impact that will affect the associated risk.
            risk_scoring_ adjustment user_id 8 The identifier of the user who created this manual risk scoring adjustment.
            risk_scoring_ adjustment comments 9 Any comments a user added when creating this manual adjustment.
            risk_scoring_ adjustment status 10 If this adjustment is active or inactive (boolean of true or false).
            risk_scoring_ adjustment modified_datetime 11 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.

            Request Activity Approval Steps

            Data Object Field Order Definition
            request_ activitiy_ approval_     steps request_id 1 The request’s unique identifier that is associated with this activity approval step record.
            request_ activitiy_ approval_     steps formatted_request_id 2 The request’s unique identifier that is associated with this activity approval step record.
            request_ activitiy_ approval_     steps primary_activity_status 3 Status of the primary activity (approved, canceled, etc).
            request_ activitiy_ approval_     steps approver_user_id 4 The user id of an approver of this activity.
            request_ activitiy_ approval_     steps approver_is_active 5 Indicates if the user is active or has been reassigned (false if they were reassigned).
            request_   activitiy_ approval_     steps workflow_step_id 6 The identifier of the workflow step of approval.
            request_ activitiy_ approval_     steps workflow_action_type 7 The action taken by the approver, empty if they have not taken an action.
            request_ activitiy_ approval_     steps workflow_action_datetime 8 When the action of the approver was taken (empty if no action was taken).
            request_ activitiy_ approval_     steps request_step_id 9 The request step identifier.
            request_ activitiy_ approval_     steps request_step_order 10 Order of request steps, used to determine the order of each approver.
            request_ activitiy_ approval_     steps request_step_name 11 Title of the approver group for this primary activity approval step.
            request_ activitiy_ approval_     steps modified_datetime 12 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            request_ activitiy_ approval_     steps customer_id 13 The short value/code identifying the specific customer.

            Request Recipient Approval Steps

              Data Object    Field Order Definition
            request_ recipient _ approval_     steps request_id 1 The request’s unique identifier that is associated with this activity approval step record.
            request_ recipient _ approval_     steps formatted_request_id 2 The request’s unique identifier that is associated with this activity approval step record.
            request_ recipient _ approval_     steps request_party_id 3 The request party id associated with this recipient.
            request_ recipient _ approval_     steps request_party_status 4 The recipient’s overall approval status.
            request_ recipient _ approval_     steps recipient_party_id 5 The recipient's party id.
            request_ recipient _ approval_     steps approver_user_id 6 The user id of an approver of this activity.
            request_ recipient _ approval_     steps approver_is_active 7 Indicates if the user is active or has been reassigned (false if they were reassigned).
            request_ recipient _ approval_     steps workflow_step_id 8 The identifier of the workflow step of approval.
            request_ recipient _ approval_     steps workflow_action_type 9 The action taken by the approver, empty if they have not taken an action.
            request_ recipient _ approval_     steps workflow_action_datetime 10 When the action of the approver was taken (empty if no action was taken).
            request_ recipient _ approval_     steps request_step_id 11 The request step identifier.
            request_ recipient _ approval_     steps request_step_order 12 Order of request steps, used to determine the order of each approver.
            request_ recipient _ approval_     steps request_step_name 13 Title of the approver group for this recipient approval step.
            request_ recipient _ approval_     steps modified_datetime 14 The date which was used when determining the records to extract. Is the max value between the records insert or update timestamp.
            request_ recipient _ approval_     steps customer_id 15 The short value/code identifying the specific customer.

            Extract Diagram

            Appendix B: Change Log

            Appendix B: Change Log

            • Added a new field to the responses data object called library_item_code and clarified the descriptions.
            • 1/23 Added fields related to data model changes:
              • party
                • email (moved from party information)
                • erp_id (moved from party information)
              • request
                • parent request id (in order to relate campaign request and sub-requests)
            • Mar 28, 2023

            Added a new extract for extracting party addresses: party_address

            These changes make alterations to existing column names and will require updates to downstream consumption.

            • All tables: 
              • ID references have been updated to be consistent across exports:
              • action_id
              • request_activity_id -> activity_id
              • party_id
              • request_id
              • formatted_request_id
            • The formatted request ID (ex. EXF-000-001) has been added to accompany request ID where  present. 
               
            • Actions
              • id -> action_id
              • + formatted_request_id
            • Activities
              • id -> activity_id
              • + formatted_request_id
            • Parties
              • id -> party_id
              • + country
              • + is_active
              • + is_blocked
            • Party Details
              • No change
            • Request Activity Parties
              • request_activity_id -> activity_id
              • + formatted_request_id
            • Requests
              • id -> request_id
              • formatted_id -> formatted_request_id
              • submitter_id -> submitter_party_id
            • Responses
              • request_activity_id -> activity_id
              • + formatted_request_id
              • Responses for currency values now have currency code prepended to the value: 
                • 100 -> USD 100
            • Users
              • id -> party_id
              • + division
              • + business_area
              • + subfunction
              • + is_active
              • + is_blocked
            • May 30, 2023

            Added new table extracts:

            • User Role
            • User Privileges
            • Role Privileges
            • Tasks
            • Request File Attachments
            • Risk Scoring
            • Risk Scoring Criterias

            Updated the following existing table: 

            • Request Activity Parties
              • + party_status

            • June 29, 2023

            Added new table extracts:

            • Request Activity Approval Steps
            • Request Recipient Approval Steps

            Updated the following existing tables: 

            • Request Activity Parties
              • + activity_status
              • + activity_party_status
            • Request File Attachments
              • + attachment_timestamp
            • Parties
              • + note
            • September 7, 2023

            Added blank responses from optional questions. Only includes responses going forward. 

            • November 16, 2023

            Added new table extract: 

            • risk_scoring_adjustments

            Added  risk_area to risk_scoring_criteria extract

            Added user_id to users extract

            • January 5, 2024

            Added forms_of_support and sub_type to the requests extract

            • February 9, 2024

            Added user_groups category extract

            • March 8th, 2024

            Added local_amount and local_currency_code to request_activity_parties_linkage

             
             

             

             

            analysis information

            Was this article helpful?

            Yes
            No
            Give feedback about this article
            Print to PDF

            Related Articles

            • Data API
            • How to Access the SFTP for Data Extracts

            Knowledge Base Software powered by Helpjuice

            Expand