Who is using the Wealth Engine Integration? How is it working for you? I'm trying to get a better sense of the capabilities it provides and this pdf isn't detailed enough for me.
Is the data in the custom screen bulk imported? Is it possible to screen someone directly from Tessitura? Are there standard Wealth Engine list criteria and output set elements that come with the integration?
Any input you can provide would be great!
Thanks,
Dorothy
Dorothy,
CSO uses the WE intergation and has for a couple of years. The data in the custom screen is bulk imported and WE provides you with everything you need to set the screen up. You can acces WE online from the a second custom screen and look up patrons. As far as I can tell, from our setup, we can't update or change the Results individually - but that might be dependant on what type of WE product you have. There are list criteria included, but for output criteria you'll have to create on your own.
Hope this answers some of your questions. If you have any more, let me know, I'm happy to answer them.
Melissa
> Who is using the Wealth Engine Integration? How is it working for you?
We use it, though the utility has never really worked for us. The fact that their file specs, and the data they send back, has been at least a little different every time we've worked with them kind of limits us to import/export via SSMS.