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Rule Number

Rule Name

Owner

Business Logic

How to fix

Jarvis Report Link

DQA-001

Missing Account Types

Yeng Sembrano

Where Account Type = ””

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK/view

DQA-002

Accounts with No Primary Contact

Yeng Sembrano

Account Status = Active

Primary Contact ID = ““

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2TcEAK/view

DQA-003

Households without a Primary/Sec contact

Yeng Sembrano

Account Record Type = Household

Full Name start with ““

Primary Contact: Full Name = ““

Account Status = Active

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK/view

AVE-16

Contact Types

jessica.wood

  1. No empty primary contact type

  2. Primary contacts can only be as per the list in AVE-16

  3. “Parent of Student - Alumni” cannot be primary, only secondary

  4. Secondary contact type is as per the table values in Jira ticket (AVE-16 Contact Types )

  5. Never have friend as secondary contact

  6. If contact empty, then should default to Friend.

DQC-002

Contacts without Primary Contact Type

Yeng Sembrano

DQC-003

Contact with Grad Year but not Alumni

Yeng Sembrano

DQC-004

Living Contact Attached to an Estate

Yeng Sembrano

Where Account Type = “Estate” and Contact Type not in (“Corporate Contact”, “Executor”, “Solicitor”) and Deceased = “False)

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2QxEAK/view

DQC-005

Age >= 110

Yeng Sembrano

DQC-006

Age <18

Yeng Sembrano

DQC-007

Alumni no primary degree

Yeng Sembrano

Where Contact Type = “Alumni” or “Graduand” and EducationID = NULL

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000JYknEAG/view

DQC-008

Education with Empty School

Yeng Sembrano

DQC-009

Alumni with Address = Student Centre

Yeng Sembrano

Where Contact Type = (Alumni, Graduant) and Contact Mailing Address contains G02 or contains UNIVERSITY OF SYDNEY or Contains Student Centre and Mailing Adress Status = Active and Employer Name does not contain “University of Sydney, Sydney University)

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2SZEA0/view

DQC-010

Primary Contact - Address Preference

Yeng Sembrano

DQC-011

Missing Contact Mailing Suburbs-AU only

Yeng Sembrano

DQC-012

Blank Contact Mailing Address Preference

Yeng Sembrano

DQC-013

Blank Contact Mailing Address Status

Yeng Sembrano

DQC-014

Blank Contact Mailing Address Type

Yeng Sembrano

DQC-015

Volunteer Positions without Start Date

Yeng Sembrano

DQG-001

GA - Transactions Blank Acknowledgement

Yeng Sembrano

Contacts

AVE-422

Email typos

Email addresses with typo’s in them:

hotmail.com.au,

gmail.com.au,

.comn; .comm; .con;

hotmail.com.au = hotmail.com

gmail.com.au = gmail.com

comn; .comm; .con; .coom = .com

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6FAEA0/view

Contacts

AVE-351

Blank Email Preference

jessica.wood

Email preference field needs to be populated to allow for email calculated email value (in the field below) to be appropriately populated.

Image Added

Attached is a list of the correct Email preferences that needs to be uploaded into Jarvis. (Based on which field the email value were found in)

Determine which field the email is coming from (email is a vlookup field based on the 4x email fields in the below area).

Then populate email preference based on where the email is found.

(Drop down box with 4x values:

  • Personal Email

  • Business Email

  • School Email

  • Other Email

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TkEAK/view