How do I create a report to show changes to a customer record / snapshot difference report?
The system automatically takes a 'snapshot' of the original match record and the updated Dow Jones profile, compares them, and stores the 'differences' data for you.
When you view a customer record, click into any of the Flagged or Discounted Matches (by
clicking on a 'Match Name' link), the match details are displayed, and two 'snapshot' buttons
are available, circled below.
Generating a snapshot difference account allows you to download a report which details the differences between the profile of the Dow Jones record when the potential match was created and the current profile of the Dow Jones record (i.e. the record that has been updated by Dow Jones, which has triggered a 'notify change' event).
Within the Snapshot difference report, you will see the following articles, to help identify where the relevant changes to the record have been made.