Second Brain

Recommend creating a new SFDC formula field `Loan_Consolidated_Status__c` on `Loan__c` to capture Runwal-vs-Direct channel attribution, rather than continuing the Snowflake-view-only derivation curren

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Recommend creating a new SFDC formula field Loan_Consolidated_Status__c on Loan__c to capture Runwal-vs-Direct channel attribution, rather than continuing the Snowflake-view-only derivation curren

Decision

Recommend creating a new SFDC formula field Loan_Consolidated_Status__c on Loan__c to capture Runwal-vs-Direct channel attribution, rather than continuing the Snowflake-view-only derivation currently driving the Tableau Home Loan Dashboard.

Rationale

The Runwal/Direct distinction is the primary channel-performance dimension across the dashboard (drives Runwal Penetration, % Runwal Funded, channel-mix splits, and segment-wise Disbursement Overview). Live sf_describe_object against production confirmed it does NOT exist as a field on Loan__c — it is derived in the Snowflake view RNWL_REPORTING.RNWL_PROD.VW_CRM_HOME_LOAN_NEW. Three resolution options were evaluated: (a) point SFDC reports at an existing related object (e.g., Home_Loan_RM__c lookup) — requires reverse-engineering the view logic, fragile to future view changes, no single source of truth; (b) create a formula field on Loan__c with the agreed logic — becomes canonical, queryable in SOQL/reports/SOQL/Apex/Flow, automatically picked up by Fivetran→Snowflake on next sync, eliminates Tableau-only divergence; (c) skip channel KPIs in Phase 1 — defers value, doesn’t solve the underlying drift. Option (b) is the only path that produces single-source-of-truth and removes the silent Tableau/SFDC divergence risk. Cost: one Loan__c formula field (no schema migration, no data backfill since formulas compute on read). Confidence calibrated at 0.78 because the actual derivation logic still needs Shraddha’s input — high confidence the approach is right, moderate confidence on first-cut formula correctness until validated against existing Tableau output for a known date window. 0.78 salesforce,tableau,runwal,architecture,reversible,standard,st-derived

Alternatives Rejected

Outcome

Pending

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