InterAction+ AI provides a centralized contact database that enables firm-wide collaboration and shared relationship intelligence. Data Change Management (DCM) helps firms balance user flexibility with firm-level data governance.
Introduction
Data Change Management (DCM) helps firms control how contact information is added to and updated in the firm database.
When users contribute updates to firm contacts, DCM routes those changes according to configurable rules. Changes may be automatically accepted, routed for review and approval, or rejected based on the firm's defined criteria.
DCM can also control how new contacts are added to the firm database, including whether new contacts require approval before becoming firm-level contacts.
In this article:
- What changed in the August 2026 release?
- Transition for existing tenants
- The challenge of open contribution
- How Data Change Management solves this
- Personal contact lists vs. the firm list
- How contact edits are managed
- New contact creation
- Reviewing Data Change Management tickets
- Reviewing multiple tickets for the same contact
- Data Minder integration
What changed in the August 2026 release?
Data Change Management is available in the InterAction+™ AI experience with updated access points and an updated inbox for reviewing tickets.
The New Contact Rules and Tickets workflow has not changed. This release updates how users access the workflow in InterAction+™ AI. The values available in the rule drop-down menus have not changed.
In the updated experience:
- New contact rules are accessed from Firm Settings > Data Management > New Contact Rules.
- Contact update rules are accessed from Firm Settings > Data Management > Contact Update Rules.
- Resulting tickets are managed through the Data Management Inbox.
The Data Management Inbox provides updated options for grouping, sorting, filtering, reviewing, and exporting DCM tickets.
Transition for existing tenants
For existing tenants, the Data Change Management pages delivered in 2024 remain accessible until September 30, unless a customer requests that the legacy pages be disabled sooner.
During the transition period, existing tenants may see both the legacy and updated Data Change Management pages. Modifying Firm Settings in either location does not create an issue because both experiences write to the same place in the database. Similarly, resolving tickets in either inbox view updates the same underlying ticket information.
New tenants created on August 21 or later will see only the updated pages. The legacy pages delivered in 2024 are not shown for those tenants.
During the transition, the following page names may appear:
| Area | Legacy page name | Updated page name |
|---|---|---|
| Ticket inbox | Data Change Management OLD | Data Management Inbox |
| Firm Settings | DCM Rule Sets OLD and DCM New Contact Rule Sets OLD | Contact Update Rules and New Contact Rules |
The challenge of open contribution
InterAction+™ AI allows users to contribute and update contact information from multiple sources, including:
- Outlook
- IA365
- IQ
- IA Mobile App
- InterAction+™ AI
Without governance, two common issues may arise:
- Restricting users from editing firm data may result in duplicate contacts, as users create separate records to manage their own information.
- Allowing unrestricted edits may lead to inconsistent data and increased data-cleaning efforts, potentially resulting in errors such as incorrect addresses on important communications.
How Data Change Management solves this
Data Change Management avoids both extremes by:
- Allowing professionals to manage their own contact lists.
- Enabling users to contribute selected information to the firm list.
- Providing data stewards with tools to review, approve, or reject changes.
When users contribute updates to firm contacts, DCM routes those changes according to configurable rules. Changes may be:
- Automatically accepted
- Routed for review and approval
- Rejected based on defined criteria
This approach empowers users while maintaining centralized data oversight.
Personal contact lists vs. the firm list
Each user maintains a personal contact list where they can manage their own contact data. Users are not required to share their updates with the firm list.
However, users are encouraged to connect their personal contacts to firm contacts. Connecting provides:
- More robust contact profiles
- More frequent updates
- Improved relationship visibility
When a user makes a connected contact available to the firm, edits may affect the firm-level record, subject to DCM rules and confidentiality settings.
How contact edits are managed
There are two primary ways a firm contact can be edited.
Editing through a connected personal contact
For example, a user updates a business phone number in their personal contact list for a contact that is connected to the firm list. If the contact is shared with the firm, the change may update the firm record according to DCM rules.
Directly editing firm contact information
A user may also edit firm contact information directly within InterAction+™ AI, even if the contact is not in their personal list. These changes are also managed by DCM based on configured rules and contact categorizations.
In both scenarios, administrators can determine whether changes are automatically accepted or require review by a data steward.
New contact creation
Users can create new contacts from:
- Outlook
- IA365
- IQ
- IA Mobile App
- InterAction+™ AI
Depending on configuration settings, Data Change Management can control how new contacts are added to the firm database, including whether they require approval before becoming firm-level contacts.
Reviewing Data Change Management tickets
Data Change Management tickets are reviewed in the Data Management Inbox.
The updated inbox allows data stewards to:
- Group, sort, and filter tickets in the inbox.
- Review a pending change from the ticket details panel.
- Approve or reject tickets.
- Adjust which columns appear in the grid.
- Save a view for future use.
- Export the list of tickets.
Approving or rejecting a ticket remains consistent with the previous Data Change Management workflow. The main change is the updated inbox experience, which provides more flexibility for organizing and reviewing tickets.
Reviewing multiple tickets for the same contact
When multiple tickets exist for the same contact, data stewards can review those related changes together.
The updated inbox supports multi-ticket processing so users can group items by contact and review all record changes for the same contact in one place. This helps data stewards focus on contacts that have multiple open tickets and make decisions with a more complete view of the proposed changes.
Data Minder integration
Organizations using Data Minder can create rules to enforce data standardization, also known as data normalization, for both incoming and existing data. This reduces inconsistencies and can decrease the number of DCM review tickets.
The Duplicate Contacts tab in Data Minder is being replaced by the new duplicate contact features available through the Data Management Inbox and the Find Duplicate Contacts tool. The Find Duplicate Contacts tool is accessible from folders, lists, and saved search results.
For existing customers, the Duplicate Contacts tab in Data Minder remains available until September 30, unless a customer requests that it be disabled sooner.