FAQs: Portfolios & Data Builder

• • If you are the portfolio owner your portfolio created in the 'Monitoring' area on the Company Watch platform will automatically appear on the Data Builder landing page list for you to upload or refresh in order to  include/exclude in your search criteria.
  • To add a Shared Portfolios to the landing page. you will need to use the 'Duplicate' function  (although note that the Portfolio will no longer be in automatic sync).

Q: If I make changes to a Portfolio in the Company Watch platform, will this change be applied to loaded portfolios in Data Builder?

• • If you have made changes to a portfolio in the monitoring area on the platform, these changes will not be automatically applied in the Data Builder (where the same portfolio has been uploaded). To apply the updated portfolio to the copy in Data Builder, you will need to select 'refresh' on the Data Builder landing page 

Q: I have made changes to my portfolio and loaded the updated version into Data Builder, will this update be applied to saved searches using the same portfolio?

• • The version of the portfolio used at the time of a search was saved will remain indefinitely (updates will not be applied). If you have made changes to the portfolio included or excluded in your search criteria, you will need to:
    1. Ensure the updated portfolio is 'refreshed' on the Data Builder Landing Page
    2. Rebuild Searches using the newly refreshed portfolio copy in Data Builder to ensure the correct version is used in your search criteria.
    3. If applicable, cancel and re-create any scheduled extracts to ensure the latest version of your portfolio is applied.