A donor's giving totals on the household record are wrong. How would you troubleshoot it?
Suggested answer
I work from the definition outward rather than from the number inward.
1. First I confirm what the number is supposed to mean. “Wrong” usually turns out to be a definition mismatch — does it include soft credits, refunds, pledged-but-unpaid commitments, or gifts designated to a particular fund?
2. Then I check the rollup definition itself: its rollup object, join condition and filter conditions. A filter that excludes refunded gifts, for example, will produce a legitimately different number from the one finance has in their spreadsheet.
3. Next I check execution. Rollup definitions generate a Data Processing Engine definition on activation, so I look at whether it has run, when, and whether it errored. A stale number and a wrong number look identical to a user.
4. Then the data: is the constituent actually related to the household through the relationship record the rollup traverses, or was the relationship never created? Missing membership is a common cause of a suspiciously low total.
5. Finally I feed the definition back to the business in words, because half the time the correct fix is to agree what the number should mean, not to change the configuration.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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