BrokerEngine Ideas

A specific problem is occurring with the spouse/partner field: When Broker Engine links to an existing FLEX contact, the spouse/partner information in FLEX is being cleared before we have an opportunity to add or link the spouse correctly. Saving any updates on the Broker Engine contact page is now clearing the spouse/partner field in FLEX entirely. This is happening without generating a new contact entry, meaning the existing contact data is being overwritten. This is creating significant issues: Wasted time re-entering and re-linking spouse/partner information Increased admin workload FLEX errors (“modified by another user”) when trying to correct the contact Higher risk of incorrect or incomplete contact records across our database It appears that the automatic linking between Broker Engine and FLEX is the source of the issue. We recommend removing or disabling this linking until a proper solution is developed, as the current behaviour is impacting data integrity and workfl