Intapp DealCloud

Keep an investment discussion tied to the correct institution and program.

Use this for

Preserve the relationship or deal record alongside the MINT buyer and program IDs. Keep the source date, saved comparison, and next discussion linked to that context.

Data contract

Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.

Access and actions

Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.

Continue

Read the related workflow or return to all integrations.