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Dashboard / Object | Rule Number | Rule Name | Business Logic | Business Rule / How to fix | Responsible | Freq | Jarvis Report Link | Cause | Outstanding issues / Next Steps | ||||
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Contacts and Accounts - DQ | DQ_01_001 | Contactable Alumni Report | Principle Report: ALUMNI (make sure Alumni numbers are correct) - DECEASED - DO NOT CONTACT - LOST (phone + email + address isnull) - BAD DATA (phone + email + address is bad)= CONTACTABLE ALUMNI |
| N/A - Report Only: All Data Quality updates that we do will impact on the Contactable Alumni | Ad-Hoc | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KIfiEAG/view | N/A | N/A | ||||
Contacts and Accounts - DQ | DQ_01_002 | SITS Integration Errors | Integration Errors: SITS | Pat Dennis | Daily | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KGXOEA4/view | SITS Integration | ||||||
Contacts and Accounts - DQ | DQ_01_003 | SWIFT Integration Errors | Integration Errors: SWIFT |
| Daily | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KKyoEAG/view | SWIFT Integration | ||||||
Contacts and Accounts - DQ | DQ_01_004 | USYD Duplicate Accounts | Accounts: Duplicates |
| GA Team | Weekly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0aEAG/view | Duplicate Accounts seems to be created by Gift Admin team when they create a new donor - |
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Contacts and Accounts - DQ | DQ_01_005 | Missing Account Types | Accounts: Missing Account Types | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK/view | User Error: Manual Account Creation | - | ||||||
Contacts and Accounts - DQ | DQ_01_006 | Households without a Primary/Sec contact | Accounts: (Household) account does not have a Primary or Secondary Contact assigned error: | All Household accounts needs to have a Primary / Secondary contact attached to it - (Not needed for Business Accounts) - refer to business team to fix. | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK/view | User Error: Manual Account Creation | - | |||||
Contacts and Accounts - DQ | DQ_01_007 | USyd Duplicate Contacts | Accounts: Duplicates |
| GA Team | Weekly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0fEAG/view | Duplicate Accounts seems to be created by Gift Admin team when they create a new donor - |
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Contacts and Accounts - DQ | DQ_01_008 | Contacts where Primary Contact Type is NULL | Contact Type: Where Contact Type isnull | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2k4EAC/view | User Error | None - (Maybe make mandatory field) | ||||||
Contacts and Accounts - DQ | DQ_01_009 | Contacts who donated and not Donor | Contact Type: Should be Donor as Primary or Secondary Contact Type | GA Team | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6WkEAK/view | User Error |
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Contacts and Accounts - DQ | DQ_01_010 | Contact with Grad Year but not Alumni | Contact Type: Should it be Alumni - Contact with Grad Year but not Alumni | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jaEAC/view | User Error | None | ||||||
Contacts and Accounts - DQ | DQ_01_011 | Age <18 | DOB: Check DOB | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jzEAC/view | User Error | None | ||||||
Contacts and Accounts - DQ | DQ_01_012 | Age >= 105 (Deceased?) | Deceased Contacts: Presumed Deceased at 105 - needs to be marked "Do Not Contact" + Deceased in the System |
| GA Team | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2juEAC/view | Non Processing of death data |
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Contacts and Accounts - DQ | DQ_01_013 | Non Deceased Contacts with Death Data(i) | Deceased Contacts: Non Deceased Contacts with Death Data with Student Id (Interfaced from SITS) |
| GA Team | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KNPEEA4/view | Non Processing of death data |
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Contacts and Accounts - DQ | DQ_01_014 | Living Contact Attached to an Estate | Deceased Contacts: List of Living Contact Attached to an Estate (Not the Executor/Solicitor) | GA Team | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jkEAC/view | Non Processing of death data |
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Mailing Addresses - DQ | DQ_02_001 | Alumni w @uni.sydney.edu.au email | Email DQ: This report shows student emails i.e. @uni.sydney.edu.au. Delete from Student Email Field + mark bad in Alternate Channels. ( Once a student graduates and becomes and Alumni Student Admin disables email account.) | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9u0EAC/view | ||||||||
Mailing Addresses - DQ | DQ_02_002 | Email entered into the wrong field | Email DQ: Email entered into the wrong field | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5sfEAC/view | iMods integration | |||||||
Mailing Addresses - DQ | DQ_02_003 | Blank Email Preference | Email DQ: Blank Email Preference | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TkEAK/view | iMods integration | |||||||
Mailing Addresses - DQ | DQ_02_004 | Email_Typos | Email DQ: Email Typo's | Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6FAEA0/view | Natural Attrition | None | ||||||
Mailing Addresses - DQ | DQ_02_005 | Bounced e-mail addresses | Reporting Only: All active email addresses on the contact page to analyse bounced emails |
| Monthly | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KPH0EAO/view | Natural Attrition | None | |||||
Mailing Addresses - DQ | DQ_02_006 | Blank Contact Mailing Address Type | Address DQ: Blank Contact Mailing Address Type (Business Rule: Default to 'Home Address' for Household and 'Business Address' for Organisations) | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kOEAS/view | |||||||||
Mailing Addresses - DQ | DQ_02_007 | Primary Contract - Address Preference | Address DQ: Primary Contact where Address Preference is not Account Mailing | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jQEAS/view | |||||||||
Mailing Addresses - DQ | DQ_02_008 | Blank Contact Mailing Address Preference | Address DQ: Blank Contact Mailing Address Preference (Business Rules: Household = Auto Defaulted to ‘Account Mailing’ / Corporation = Business Mailing) | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kEEAS/view | |||||||||
Mailing Addresses - DQ | DQ_02_009 | Blank Contact Mailing Address Status | Address DQ: Blank Contact Mailing Address Status | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS/view | |||||||||
Mailing Addresses - DQ | DQ_02_010a | Unit Addresses for Reformatting | Address DQ: Street - Contact Mailing Addresses with 'Unit' or 'U' in the contact mailing street name. | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3hEAG/view | SITS Data | ||||||||
Mailing Addresses - DQ | DQ_02_010b | Contact Mailing Address w Corrupt St | Address DQ: StreetStreet address cannot | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3IEAW/view | |||||||||
Mailing Addresses - DQ | DQ_02_012 | Contact Mailing Address w/o City | Address DQ: City | you have to have a cityAddress Formatting Business Rules | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3SEAW/view | ||||||||
Mailing Addresses - DQ | DQ_02_013 | Contact Mailing Address w Corrupted City | Address DQ: City | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3NEAW/view | |||||||||
Mailing Addresses - DQ | DQ_02_014 | Contact Mailing Address w Corrupted Stat | Address DQ: State - This report looks for International Postals with corrupted Australian states. Note: WA is omitted as WA is state abbreviation for Washington in United States | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9NQEA0/view | |||||||||
Mailing Addresses - DQ | DQ_02_015 | Contact Mailing Address w/o State | Address DQ: State | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3cEAG/view | |||||||||
Mailing Addresses - DQ | DQ_02_016 | Contact Mailing Address w/o Post Code | Address DQ: Post Code | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3XEAW/view | |||||||||
Mailing Addresses - DQ | DQ_02_017 | Corrupted Country | Address DQ: Country | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9dYEAS/view | |||||||||
Mailing Addresses - DQ | DQ_02_018 | Contact Mailing Address w/o Country | Address DQ: Country | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K8VlEAK/view | |||||||||
Mailing Addresses - DQ | DQ_02_020 | Student Accommodation to Delete | Address DQ: At the point that contact type moves from Graduand to Alumni, all Student Accommodation addresses should be inactivated / deleted or updated to their new address from the main page. | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9G0EAK/view | |||||||||
Opportunities - DQ | DQ_03_001 | Ongoing Opportunities with gift Amount | Opportunities NOT Closed Won NOT Gift Handover and NOT Verbal Acceptance WITH Gift Amount documented | ||||||||||
Opportunities - DQ | DQ_03_002 | Opps at Sol stage w/o Prospect Pool | Opportunities with NO Prospect Pool at solicitation stage and beyond | ||||||||||
Opportunities - DQ | DQ_03_003 | Closed Won Opps without Gift | Closed Won Opps (G/P) with no Gift/Pledge attached | ||||||||||
Opportunities - DQ | DQ_03_004 | Closed Won Opps w Close date in future | Closed Won Opps (G/P) with no Close date in future | ||||||||||
Opportunities - DQ | DQ_03_005 | Ongoing Opps w Close date in Past | Ongoing Opps (G/P) with no Close date in Past | ||||||||||
Education - DQ | DQ_05_001 | Alumni no primary degree | Alumni with education record but no Primary degree | ||||||||||
Education - DQ | DQ_05_002 | Alumni: Education with Empty School | This report contains degree-earning education records without schools to be investigated | ||||||||||
Charts of Accounts - DQ | DQ_06_001 | Designation Acc w NO Classification | All Designation accounts with designation = Other" | ||||||||||
Charts of Accounts - DQ | DQ_06_002 | Designation Acc w Classification "Other" | All Designation accounts with designation = Other" | ||||||||||
Charts of Accounts - DQ | DQ_06_003 | Gift Record Type Vs Designation | Gift Record Type Vs Designation Type | ||||||||||
Gift And Pledges - DQ | DQ_07_001 | Finite Active Pledges - Inconsistent Amn | List of Active pledges (non-recurring) where Pledge amount is not equal to funds raised | ||||||||||
Gift And Pledges - DQ | DQ_07_002 | Transactions with Blank Acknowledgement |
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Gift And Pledges - DQ | DQ_07_003 | GIK transaction data integrity check | This checks that giftsin kind have been entered as either personal or real property | ||||||||||
Gift And Pledges - DQ | DQ_07_004 | Transactions w/o Designation Account No |
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Gift And Pledges - DQ | DQ_07_005 | Pledges Paid with a Balance | All Gift / Pledges paid with a remaining balance due | ||||||||||
Gift And Pledges - DQ | DQ_07_006 | T project code not recorded as Endowed | Used to check if there are chart of Accounts that have a 'T' prefix project code that do not have an Account Type of 'Endowment' | ||||||||||
Gift And Pledges - DQ | DQ_07_007 | Planned Gift with Incorrect Record Types |
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Gift And Pledges - DQ | DQ_07_008 | Inconsistent Campaign Appeal | List of Transactions where Campaign Appeal is inconsistent with Gift/Pledges Campaign Appeal. Transaction Creation Date is on of after January 25, 2022. | ||||||||||
DQA-001 | Missing Account Types | Where Account Type = ”” | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK/view | ||||||||||
DQA-002 | Accounts with No Primary Contact | 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 | 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 |
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DQC-002 | Contacts without Primary Contact Type | ||||||||||||
DQC-003 | Contact with Grad Year but not Alumni | ||||||||||||
DQC-004 | Living Contact Attached to an Estate | 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 | ||||||||||||
DQC-006 | Age <18 | ||||||||||||
DQC-007 | Alumni no primary degree | 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 | ||||||||||||
DQC-009 | Alumni with Address = Student Centre | 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 | ||||||||||||
DQC-011 | Missing Contact Mailing Suburbs-AU only | ||||||||||||
DQC-012 | Blank Contact Mailing Address Preference | ||||||||||||
DQC-013 | Blank Contact Mailing Address Status | ||||||||||||
DQC-014 | Blank Contact Mailing Address Type | ||||||||||||
DQC-015 | Volunteer Positions without Start Date | ||||||||||||
DQG-001 | GA - Transactions Blank Acknowledgement | ||||||||||||
Contacts | Email entered into the wrong field | Email is a vlookup field based on the Email Preference that pulls the value from one of the 4x fields.  |
| https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5sfEAC/view | |||||||||
Contacts | Blank Email Preference | Email preference field needs to be populated to allow for email calculated email value (in the field below) to be appropriately populated.  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:
| https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TkEAK/view | |||||||||
Contacts | Email typos | Email addresses with typo’s in them: .comn; .comm; .con; | comn; .comm; .con; .coom = .com | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6FAEA0/view | |||||||||
Contacts | Household Contacts who donated and are not flagged as Donor | People who donated money should be marked as Donor in either primary or secondary contact type: (As per AVE-16 Contact Types )  | Mark either primary / secondary contact types as per the hierarchy in the following table: AVE-16 Contact Types | ||||||||||
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