Source Management Requests provide Customer Success with a standardized method for requesting changes to source names and marketing channel classifications. Operations reviews each request, updates the source configuration within the Clarivoy database, and notifies the requestor upon completion. Estimated Processing Time: Most Source Management Requests are reviewed and completed by Operations within two business days.

Workflow

Customer Success

1. Open the Source Management Requests Google Sheet.
2. Navigate to the Request Queue tab.
3. Complete the request by providing:
   • Old Channel
   • Old Source
   • New Channel
   • New Source
   • Requestor
4. Review the submission and select Yes when prompted.
5. The request is automatically assigned a Request ID, timestamped, locked from further editing, and Operations is notified by email.

Operations

1. Review the Request

Open the request from the Request Queue tab and determine whether the request is a:

• Channel Change
• Source Name Change
• Source Consolidation

2. Validate the Existing Source

Open DataGrip and connect to the clarivoy database.

Verify the source exists.

SELECT *
FROM claripedia.sources
WHERE source_name = 'SOURCE_NAME';

If necessary, verify whether the source already exists as an alias.

SELECT *
FROM claripedia.source_aliases
WHERE source_alias = 'SOURCE_NAME'
   OR source_name = 'SOURCE_NAME';

3. Apply the Requested Change

Channel Change

UPDATE claripedia.sources
SET channel = 'NEW_CHANNEL'
WHERE source_name = 'SOURCE_NAME';

Source Name Change

UPDATE claripedia.sources
SET source_name = 'NEW_SOURCE'
WHERE source_name = 'OLD_SOURCE';

Source Consolidation

INSERT INTO claripedia.source_aliases
(
    source_alias,
    source_name
)
VALUES
(
    'OLD_SOURCE',
    'NEW_SOURCE'
);

4. Verify the Change

Run the same query from Step 2 to confirm the requested change was successfully applied.

For source consolidations, also verify the new alias exists within the claripedia.source_aliases table.

5. Complete the Request

Return to the Request Queue tab.

Select your name in the Completed By column and confirm completion.

The automation will automatically:

• Move the request to the Completed tab.
• Record the completion date.
• Calculate Days to Complete.
• Send an email notification to the original requestor.

Related Documentation

• Source Management Request Process (Confluence) — Process overview, roles and responsibilities, and workflow.
• Source Management Requests (Google Sheet) — Operational workspace used to submit, track, and complete requests.
• Source Management Troubleshooting (Helpjuice) — Diagnosing and resolving issues when a requested change does not produce the expected results. (Coming Soon)