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 system fixes. Track progress TAP-446; TAP-465 preventing actioning, albie.roets , 22 Dec 2022
•  DQ Report: Death date / other details, but not deceased. albie.roets , Manpreet Sidhu , 22 Dec 2022
•  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.

•  (Force people to use account create / Can you turn off people create households any other way - rommel.ngo 30 Nov 2022 (very hard to create validation rule to stop it - easiest way is DQ reports - await Rommels advice / palm off on Single CRM for solution.) - AVE-150
•  Create DQ reports albie.roets 30 Nov 2022

09 Nov 2022 Monica Kluegel

•  rommel.ngo - can we force people to use account create ?

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-004

Account Naming Conventions

•  Present the conventions Account Naming Conventions, jessica.wood 23 Nov 2022

16 Nov 07 Dec 2022

•  jessica.wood

BR-005

Address Preferences

Image Added

• Auto Default * Household =

• ‘Account Mailing’

• * Corporations = Business

AVE-25

•  Check ticket /

  Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1018

  fix for auto default of Address Preference in backlog albie.roets 23 Nov 2022

09 Nov 2022

•  albie.roets

BR-006

Country Picklist

Full due diligence and impact analysis - difference between SITS and Jarvis (Google Based)

09 Nov 2022

•  albie.roets

BR-007

TAP-860

• Phone preference be defaulted to mobile (because iMod leads are coming in with Mobile numbers)

• Email preference defaulted to Personal email.

30 Nov 2022

•  rommel.ngo

BR-008

Address Type

Default to “Home Address” for Household and “Business Address” for OrganisationOrganisations.

09 Nov 2022

•  albie.roets

BR-008

TAP-860

30 Nov 2022

rommel.ngo

Duplicate Accounts

1. Gather rules - make decision if rules are accurate or not;

2. Analyse how do 'Duplicate Record Set' functionality work, Rules, audit the rules to make sure they are accurate, Manpreet Sidhu , 10 Mar 2023 → TAP-1214 Jarvis Duplicate Rule Sets

14 Dec 2022

•  Manpreet Sidhu

BR-010

Mobile Phone Field

What details should be in the mobile phone field ? Aust mobile vs international mobile

Present: rommel.ngo , Monica Kluegel , jessica.wood , Yeng Sembrano , Nick Kellaway , Polina Nikulina ,

FYI: AlainGasquet Manpreet Sidhu

Agreed in principle:

• Mobile phone should be for Australian mobile phones - 15 Mar 2023 - AlainGasquet , Monica Kluegel

• Account phone should be for Australian landline numbers - 15 Mar 2023 - AlainGasquet , Monica Kluegel

Next steps:

1. We need some rigour around international numbers; - Where do they go ??

2. We need a clear view of how the phones fields are populated and to review why (eg why SITS populates Account and not Contact),

3. The preference of the business is to create new fields for international landline and mobile numbers as the alternate channels are not used by the majority of users but we need to decide if it is feasible

15 Mar 2023

•  Manpreet Sidhu

BR-009011

Duplicate Accounts

How to resolve large duplicate account backlog?

09 Nov 2022

albie.roets

BR-010

Address FormattingAddress Preference

If Address is blank on Contact & Account, should Address Preference be Blank too ? (Next Steps:- create a validation rule for address preference, should be blank for blank addresses)

Present 22 Mar 2023 : Monica Kluegel , Manpreet Sidhu , Yeng Sembrano ,AlainGasquet , Nick Kellaway , albie.roets

Absent: Miranda Adams , jessica.wood , rommel.ngo

• Set Address Preference to blank when address is blank - 22 Mar 2023 - AlainGasquet , Monica Kluegel

1. Next steps: Auto update the field when user updates: Set default based on contact and account type - engage community giving - prepare options (exhaustive) - albie.roets ,

2. Done ticket

   Jira Legacy
   server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key

BR-011

Address input

1. TAP-1018

   already completed.

22 Mar 2023

•  Prepare address preference options for auto population based on account type, albie.roets , 28 Mar 2023

BR-012

Address RTS

AVE-367

BR-013

Student Addresses

AVE-368

BR-014

Student Emails

AVE-369

BR-015

Household Primary/Secondary Contacts

AVE-371

BR-016

Non Household Contacts 

AVE-372

BR-017

Minimum fields contact/account establishment

AVE-373

BR-018

Contact Salutations

AVE-374

BR-019

Household Account Naming Definition

AVE-375

BR-020

Naming Definitions Contact

AVE-376

BR-021

Phone number formatting

AVE-377

BR-022

Business rules - importing address cleansing (with status to not break UX workflows) 

AVE-378

BR-023

International phone number handling

AVE-379

BR-024

Alternate Channel Archiving

AVE-380

BR-025

Business Rules - Handling preferences

AVE-381

BR-026

Business Rules - Contact Types

AVE-382

BR-027

Business Rules - Grateful Patients

AVE-383

BR-028

Business Rules - Account Relationship (Household)

AVE-384

BR-029

Business Rules - New contact Legal Credit/Recognition Credit

AVE-385

BR-030

Phone/Email Preferences

AVE-386

BR-031

Import Phone/Email Data

AVE-387

BR-032

Business Rule _ Estate Record Establishment

AVE-388

BR-033

<18 Contacts

AVE-389

BR-034

Chinese/Korean English Name Recording

AVE-392

BR-035

Chinese/Korean Names Middle Names Rule

AVE-393

BR-036

Employment End Date / Status

AVE-394

Student ID

If the student ID cannot be verified, then should we mark it as type='other'? or leave it as it is i.e, type='Sydney Student ID'.

Present: Monica Kluegel , AlainGasquet , Nick Kellaway , albie.roets , Manpreet Sidhu ,

1. Validate manually against SS - #119

2. Does not harm integration - fix manually - Manpreet Sidhu

22 Mar 2023

•  Manually fix missing student id, Manpreet Sidhu , 28 Mar 2023

BR-013

Staff are associated to which faculties

• Is there a way to map Development Staff to faculties in Jarvis? (Does anything exist) -

• Background - Mapping Exercise - Work with Donor Relations - which team are they dealing with

• 22 Mar 2023,AlainGasquet says - Should not deal with this on Jarvis level.

• 22 Mar 2023 Should not deal with this on Jarvis level.

22 Mar 2023

BR-014

Address Status for Deceased = Deceased ?

• 22 Mar 2023, Monica Kluegel says check what deceased utility does and copy !

• Address Status for Deceased = Deceased

22 Mar 2023

BR-015

Unit Addresses not Unit x<space>, but “/”

Address Formatting Business Rules - what to do about 150 k aperture updated units in the wrong format - need to get a view on that ?

29 Mar 2023

BR-016

Is Influential Alumni

Definition of Influential Alumni ?

29 Mar 2023

BR-017

Define Address Statuses

Define Address Statuses ?

• Active =

• Inactive =

• Last Known =

• Needs Verification =

• Return to Sender (RTS) =

• Partial Address =

What about Deceased ?

29 Mar 2023

BR-018

Address Type consolidation

1. Define each address type

2. Jira Legacy
   server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1364

29 Mar 2023