Content Comparison

BR-001

Deceased Contacts

Deceased Contacts: It was agreed on 09 Nov 2022 to:

1. reduce report age to 105;

2. mark the Contact as Do Not Contact until Deceased Contact can be actioned;

3. find the deceased date from https://ryersonindex.org/ ;

4. If cannot find in Ryerson Index, then assume deceased - check https://gerontology.fandom.com/wiki/List_of_oldest_living_people_in_Australia to make sure not alive - make the deceased date the action date.

5. Use Deceased Utility to decease. (Monthly Process)

6. If deceased, then needs to be removed from any Primary Contact roles.

•  OUTSTANDING: Can ownership of the utility be opened up to the BI Team Data Stewards for non-donors ? (Donors contact types stays with GA Team) Monica Kluegel , AlainGasquet 16 Nov 2022
•  Deceased Utility defects TAP-446; TAP-465 preventing actioning
•  DQ Report: Death date / other details, but not deceased. albie.roets
•  Death info fields needs to be read only - only via utility. albie.roets

09 Nov 2022

Monica Kluegel

BR-002

Accounts with No Primary Contact

Household accounts MUST always have at least a primary contact. Corporations need to have a direct contact to receipt gifts. Not needed otherwise. Contact can only have 1x direct linkage to account

09 Nov 2022

Monica Kluegel

BR-003

Households without a Primary/Sec contact

Household accounts must always have a Primary Contact. If more than one person on the account, then the one is Primary and the other is secondary. Kids on the account need to have their own account when they turn 18. (Less than 18 cannot have own account).

If only 1x contact and deceased, the account name gets moved to the estate. (Estate of the late …) → Harpreet does that.

09 Nov 2022

jessica.wood

BR-004Primary Contract - Address Preference

Account Naming Conventions

•  Present the conventions jessica.wood 23 Nov 2022

16 Nov 2022

jessica.wood

BR-005Contact Mailing Address Type

Address Preferences

Auto Defaulted to ‘Account Mailing’ = household address.

•  Check ticket / fix for auto default of Address Preference in backlog albie.roets 23 Nov 2022