Beyond the standard required and optional field checks and data type validations, Lead performs additional validations.
Enforced Today
| Validation | Description |
|---|
| Invalid Account Reference | account_id must reference a valid account within Lead’s system. |
| Invalid Entity Reference | entity_id must reference a valid entity within Lead’s system. |
| Effective At Outdated | effective_at must be more recent than the previous instance in which an account_id , entity_id pairing was provided in the Authorized Users File (if the same pairing was previously provided) |
Future Enforcements
Lead expects partners to comply with the below validations; however we do not currently enforce them upon daily processing. We will provide you with 60 days notice before enforcing the following validations.
| Validation | Description |
|---|
| Nonterminating Update to Authorized User on Closed Account | Updates to existing authorized users must include an invalid status if the account is closed. |
