Find the record that needs attention
Review findings for incomplete, stale, duplicated or unverified information alongside related credential and document issues.
Member data quality
Keep member records accurate as information changes.
Find incomplete or outdated member information, open the source record and review proposed changes. Give staff a clear path from a data-quality finding to a recorded decision.
UnionStack shown with fictional demonstration records.
Operational outcomes
What this changes for the team.
See how this part of UnionStack helps your team organize the work and follow through.
Make corrections in context
Open the source workflow to investigate the issue, then record why the finding was resolved or dismissed.
Review a change before it takes effect
Compare current and proposed member details so authorized staff can approve or reject a request with the relevant information in view.
Connected workflow
Follow the work through its record.
The exact configuration varies by tenant, but the accountable sequence remains visible.
Identify
Run a bounded scan and review the findings within your permitted record scope.
Investigate
Follow the finding to its source record and check the information with the responsible team.
Decide
Correct the source information or review the member’s proposed change through the appropriate workflow.
Record
Resolve or dismiss the finding with a reason. A later scan can reopen an issue that remains present.
Inside Member data quality
See the connected details.
Explore these workflows in the current interface, shown with fictional demonstration records. Open a screenshot to inspect it at full size.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
Put it to the test
A meaningful demonstration starts here.
A missing email address, an unverified credential and a suspected duplicate require different owners and decisions. Open the relevant source record from the finding, investigate the evidence and record the reason for resolving or dismissing it. A dismissal should explain why no correction is appropriate.
Questions to answer in the product
- Can a reviewer move from a finding to the source record and explain a resolution or dismissal?
- What happens when the member’s request is older than a correction already made by staff?
Boundaries
What evaluators should keep in view.
- A scan identifies issues; it does not automatically change the underlying member record.
- Scans cover up to 10,000 people and related records. Access remains limited by tenant, permissions and record scope.
- Resolution and dismissal require a reason. Member-change approvals are a separate review workflow.
Next step
Evaluate Member data quality with your own workflow.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
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