Submitting a Change Request

Contact information will change. To maintain data accuracy, when key or highly managed Contact information changes, you can submit a Change Request to your firm's Data Steward for review and approval. For example, you may want to complete a Change Request when a key Contact moves to another firm. 

For more information on data quality, see the video linked below.

1. Click on the Global Add button .
2. Select Add Change Request. An Add Change request form will display.
3. Complete the form:
   1. Find Contact: Begin typing the Contact's last name and select the Contact name from the list.
   2. Select information to change: From the list, select the appropriate reason for the change:
      • Possible duplicate Contacts
      • Contact works for another company
      • Contact needs more information
      • Check for accuracy
      • Delete Contact
      • Security Alert
      • Other
   3. Description: Enter a description for the Change Request. You are limited to 1,500 characters.
4. Save your changes. The Change Request will be sent to Data Steward for review.