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Status Delivered
Categories Base Platform
Created by Guest
Created on Mar 27, 2025

Data Capture Policy in the account level

The Data Capture Policy is useful for blocking all changes in the system when a reporting period is over. However, when specific adjustments are required for just one account, it is not possible to enable changes only for the account with the error; changes must be enabled for all accounts in the organization. This creates the possibility that other users may change accounts that have already been reported.

Idea priority Urgent
Needed By Yesterday (Let's go already!)
  • Admin
    Yas Karunatilake
    Aug 8, 2025

    We have just released the account data approvals feature which we believe will address this requirement. Details of the new feature can be found here: https://www.ibm.com/docs/en/envizi-esg-suite?topic=managing-approving-account-data

  • Guest
    May 29, 2025

    For us, this functionality is critical because during an audit, a person changed a data point since this account was not locked, which triggered a non-conformity. Please, when you have more concrete updates on the timelines and how this functionality will work, we would like to be informed.

  • Admin
    Yas Karunatilake
    May 27, 2025

    We are currently working on two initiatives that will help to address this request.
    We will be introducing an optional approval status for account records which will allow records to be approved and locked. Changing the status of a record will allow it to be unlocked and modified without unlocking other approved records. This enhancement should be available towards the end of Q2 or early Q3.
    A second initiative is in discovery to allow a lockdown date to be set at a more granular such as groups, locations and accounts. This more comprehensive locking enhancement will be delivered in late 2025 or early 2026.