Second Brain

SUPERSEDES decision 409649ae-3411-47a0-a5af-fcd5ec5ef4f9: Do NOT create a new `Loan_Consolidated_Status__c` formula field on `Loan__c`. Instead, group SFDC reports R3 (Channel Mix) and R12 (MoM Trend)

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SUPERSEDES decision 409649ae-3411-47a0-a5af-fcd5ec5ef4f9: Do NOT create a new Loan_Consolidated_Status__c formula field on Loan__c. Instead, group SFDC reports R3 (Channel Mix) and R12 (MoM Trend)

Decision

SUPERSEDES decision 409649ae-3411-47a0-a5af-fcd5ec5ef4f9: Do NOT create a new Loan_Consolidated_Status__c formula field on Loan__c. Instead, group SFDC reports R3 (Channel Mix) and R12 (MoM Trend) directly on the existing picklist Loan__c.Home_Loan_Taken_From__c (values: Runwal, Direct, plus rare variants Chanda Runwal / Staff Loan / Ankush Runwal bucketed as “Other”). Add a Bucket Field at report level to fold rare variants and surface the Null bucket as a data-quality flag.

Rationale

Live Snowflake DDL of RNWL_PROD.RNWL_REPORTING.VW_CRM_HOME_LOAN_NEW shows the LOAN_CONSOLIDATED_STATUS column is a passthrough CASE on Loan.HOME_LOAN_TAKEN_FROM_C (returns ‘N/A’ only for Self Funded; otherwise pure passthrough). Re-grep of the cached SFDC describe confirms Loan__c.Home_Loan_Taken_From__c exists as a picklist. Live SQL probe on FACT_LOAN: Direct=5818, Runwal=5079, Null=6402, plus 3 rare variants. Earlier conclusion that the field was absent was a recall failure caused by a regex query that did not include “taken_from” — anchoring bias on first-pass result, confirmed by detect_biases in this session. Creating a new formula field would have added 30+ minutes of unnecessary work, introduced a Shraddha dependency, risked logic-divergence with Snowflake, and provided zero functional benefit since the source field already exists. The superseding decision eliminates the only remaining reported blocker to the SFDC build. 0.98

Alternatives Rejected

Outcome

Pending

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