Change request types

This guide is for implementers configuring change request workflows for modifying registrant data.

What you'll find here

Change request types define the controlled workflows for modifying registrant records. Instead of allowing direct edits, change requests ensure all modifications go through approval processes with full audit trails.

• Overview - Architecture concepts and available detail models

• Creating change request types - Step-by-step guide to create a change request type

• Field mappings - Configure how changes are applied to registrants

• Conflict and duplicate detection - Prevent conflicting or duplicate requests

• Common configuration patterns - Common configuration patterns for different scenarios

• Custom detail models - Create custom detail models for specialized needs

• Troubleshooting - Testing, security, and common issues

Quick start

To configure a basic change request type:

1. Navigate to Change Requests → Configuration → Change Request Types

2. Click New to create a new type

3. Enter name, code, and target type (Individual/Group)

4. Select a detail model in the Detail Model tab

5. Configure field mappings in the Apply Configuration tab

6. Set approval workflow in the Approval tab

7. Click Save then Activate

Related guides

• Change Request Builder - Build change request types in Studio

• Event Data - Integrate with event data collection