Automatically Add AI Codes When Investment/Loan Status Changes

Is there any way for the system to automatically add AI codes based on the status changes of an investment or loan?

Yes, there are a number of transactions that can automatically update AI codes on constituent records. They include changes such as Active investor, former investor, dormant investor, active borrower, pending borrower, former borrower, volunteer, donor, or individual is marked as deceased.

In order to configure this, you will want to create an AI Code group called Interactions with our org. Within that AI code group, you will want to set up the following AI codes:

Once those codes are configured in your system, DDI-Connect will automatically update the AI codes for records when certain status changes take place. For example, when a borrower pays off the last of their loans, they will move from Active borrower to Former borrower.