Rate update notifications are sent when rates are posted. For some investors this is based on Investor ID, and for some Parent ID.
We can't just base all on Parent ID.
We need a solution that offers both options, visibility, and the ability to establish preference for a new investor build.
DIG would also like to remove pricing from Parent IDs with multiple Investor IDs to prevent the Parent ID from being added to a customer account in error. That project is contingent on this issue.
|Revenue or Retention?||Other|
|Impact to Existing Customers||Multiple|
|Business Value||4 - Important to many, significant impact on brand, significant competitive advantage|
|Urgency||2 - Minimally time constrained|