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Financials

Access Financial information by using Millennium Explorer Profiles>Prospect>Financial.

The Financial table is designed to hold information regarding an individual, corporation, foundation or other organization's financial holdings, revenues, profits, or any other kind of statistical data you want to define. The nature of the information in each row is defined by the Financial Type field, which is driven by the Financial Types lookup table.

The Financial table is one of the Prospect Management tables, providing more "sensitive" or confidential information about the constituent. The information is typically that which has been produced by donor research efforts.

Notes:

An Administrator can remove the Financial table from the Millennium Explorer if not used. See Table Options for more information.

Millennium system administrators or the database administrator can configure audit logging for the Financial data table. For more information, see Audit Log.

Linked Financials

When an Financial row exists for a constituent, you may create a one-to-one linked Financial row belonging to the spouse or another constituent. This type of linked row will be a copy of the first constituent's row. You may also link an existing Financial row to an Financial row that also already exists for the spouse or another constituent; when you do so, the Financial row for the second constituent will be overwritten with the first constituent's Financial row information.

Because the Financial rows are linked, any edits that are made to one constituent's row will automatically be applied to the second constituent's row as well. This is true whether subsequent edits are made on the original constituent's or the second constituent's data row. If either of the rows is deleted, the linked row will also be deleted. Linked rows may be unlinked. This preserves both data rows and allows you to perform edits or deletions to one without affecting the other.

The following topics discuss the creation and maintenance of linked Financial rows in complete detail:

Financial Field Descriptions

Financial data is stored in the finance data table. The following fields are included. Note that the field labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.

Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.

Field Name Field Label	Lookup Table	Type SQL/Oracle Length [Default] {Check}	Description
finkey non-displaying	none	numeric/number 13,0	The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field)
finid non-displaying	none	char 10	This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field)
findoc non-displaying	none	char 1 ['N']	This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field)
findate no label	none	datetime/date [getdate()]	The date that this financial row was last updated. This field is automatically entered by the system. (system field)
finuserid no label	none	varchar/varchar2 30 [suser_sname()]	The User ID of the operator who last edited this financial row. It is automatically entered by the system. (system field)
finugroup non-displaying	none	char 1 ['Z']	This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field)
fintype no label	Financial Types	char 6 [' ']	The kind of financial information contained in this row (for example, Salary, Real Estate, Net Worth, etc.)
finamount Amount	none	money/number (19,4)/(16,2) [0]	The dollar amount of this financial holding.
finevaldt Evaluated	none	datetime/date	Indicates the date on which this financial holding was evaluated.
finacqdt Acquired	none	datetime/date	Indicates the date on which this financial holding was acquired.
findescr Description	none	char 50 [' ']	A free text description of the financial holding represented in this row.
finsource Source	Source	char 6 [' ']	The source for this financial information.
finpoint non-displaying	none	numeric/number 10,0	This system-assigned field is no longer used or supported. (system field)
finfnum non-displaying	none	char 2 ['19'] {'19'}	The file (table) number for the Financial table. (system field)
fincrdate non-displaying	none	datetime/date [getdate()]	The date that the row was created. (system field)
fincomm no label	none	varchar/varchar2 4000	A free text Comment that may be entered and displayed with this row only.
findate1	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate2	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
finmny1	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny2	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finnum1	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum2	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finyesno	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finlook1	Finance Lookup1	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
finlook2	Finance Lookup2	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
finlook3	Finance Lookup3	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
fintext	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
finjntid non-displaying	none	char 10 [' ']	If this row is joint with another constituent (each constituent owns a row containing the same data and which are dynamically updated), this field provides linkage between the two rows. If the row is not joint, this field is blank. If it is joint, this field holds a copy of the ID Number of the other constituent who owns the other data row. (system field)
finjntkey non-displaying	none	numeric/number 13,0 [0]	If this row is joint with another constituent (each constituent owns a row containing the same data and which are dynamically updated), this field provides linkage between the two rows. If the row is not joint, this field is blank. If it is joint, this field holds a copy of the key field from the other data row. (system field)
finpend non-displaying	none	char 1 ['N'] {'N' or 'Y'}	This field is a flag to indicate that this data row has linked information in the 'pending' finance table as a result of data entry by the constituent via the Online Constituent Directory. That linked info is awaiting incorporation into this data row. (system field)
finupkey non-displaying	none	numeric/number 13, 0	This field holds the timekey of the pending data row that may be updated from the finance_pending table. (system field)
findate3	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate4	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate5	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate6	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate7	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate8	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findate9	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findte10	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findte11	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
findte12	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
finmny3	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny4	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny5	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny6	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny7	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny8	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny9	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny10	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny11	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finmny12	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
finnum3	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum4	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum5	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum6	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum7	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum8	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum9	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum10	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum11	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finnum12	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
finchk1	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk2	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk3	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk4	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk5	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk6	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk7	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk8	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk9	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
finchk10	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
fintxt1	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
fintxt2	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
fintxt3	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
fintxt4	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
fintxt5	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
finratcomp Rating Company	rating_companies	char 6 [' ']	This field shows the name of the third-party rating company (if any) that provided the evaluation shown in this row.
finactive	none	char 1 ['N'] {'N' or 'Y'}	This field indicates the active financial row if your institution decides it wants to archive, rather than overwrite, financial data imported from WealthEngine. If the field has a value of 'N', the row is inactive, or archived. If the field has a value of 'Y', the row is active.
finadesrc non-displaying	ade_source	char 30	If this row is created or updated from data that originally came from the finance_pending table, then this field will hold information about the data's import source. Data from the Online Constituent Directory will have a source of Online Directory. Data from Soft Edit users will have a source of Soft Edit. Data whose import source is the ADE Import Tool can be assigned a value (other than Online Directory or Soft Edit) from the ade_source lookup table by the user who executes the utility, or the source can be blank.
finwerange WE Range	none	char 50	WealthEngine uses range values to score wealth attributes. When WealthEngine data is imported into constituent records, this free-text field is used to store the score values that WealthEngine represents as ranges. $500K - $1MM is an example of a range-type score value.
finwerating WE Rating	none	char 3	A rating is associated with each score value that WealthEngine represents as a range. When WealthEngine data is imported into constituent records, this field is used to store this rating. 005 is an example of a rating associated with a $500K - $1MM score value.

Indices - Financial

Index	Primary	Foreign	Unique	Fields	Sort
pk_finance	Y		Y	finkey	ASC
finance02		Y		finid	ASC
finance03				finjntkey	ASC

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