Content Comparison

Approval

Reviewed	Comments
beha.parsa	Based on my conversation with jessica.wood The contact which receive soft credit need further investigation to understand if they are donor or not. contact receives a soft credit in different ways: 1- They are like fundraisers they ask their friends to donate. They are not considered as donor in this case. 2- They work for a company and their company donate money. They are not considered as donors. 3- They have a found and they donate through their fund and use the receipt for tax purposes etc, in such a cases as they are the main decision maker they are considered as donor. to help ASR team to review these records, we can provide the list of the accounts and their types that originating gift comes from. for example for most of households, the related contacts are not donors. Additional notes, some of the donors cant be identified by Legal and GRC amount, these are the ones that are done by AQ conversion as part of the migration, to identify these ones description field need to be checked. There is also GRC records that need to be cleaned. needs further analysis and investigation.
The Ho Trang
Liz Enright
john.humphreys

Harpreet
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Drawio

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diagramDisplayName	Household Account Donor
contentVer	67
revision	67
baseUrl	https://sydneyuni.atlassian.net/wiki
diagramName	Household Account Donor
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Note

Organisation Contact awarded with Legal Credit Amount is NOT a Donor (TBC)? - why contacts would be directly linked to an Organisation instead of their household account? Contact should only be directly linked to an organisation if they don’t have their household account (TBC). When creating a batch gift for an Organisation, it is not possilbe to award legal credit. Therefore, these legal credits must have been adjusted at the gift after the batch has been closed (TBC).

Example:

Legal Credit has been given to a duplicate contact record which is linked to the organization instead of the one that is linked to household

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AQB__DonorAccount__r.Name	AQB__ContactId__c	AQB__ContactId__r.Name
R J & L M McKenzie Pty Limited	0038v0000016zU0AAI	R J McKenzie
Estate of the Late Ellie Grace Smith	0034a000007DK8DAAW	Ellie Grace Smith
iNova Pharmaceuticals (Aust) Pty Ltd	0034a000007if6NAAQ	Sir/ Madam14010
Estate of the Late Kathleen Joan Laurence	0034a000007EGHhAAO	Kathleen Joan Laurence
Estate of the late Arthur Ronald Brown	0034a000007E7RZAA0	Arthur Ronald Brown
Miss Shirley Joan Atkinson	0034a000007EeLgAAK	Shirley Joan Atkinson
Mr Francis Lord	0034a000007G5UvAAK	Gertrude Angel-Lord
Estate Of The Late David Harold Tribe	0034a000007EMaiAAG	David Harold Tribe
Mr David H Tribe	0034a000007EMaiAAG	David Harold Tribe
Jilin Holdings Pty Ltd	0038v0000016rRjAAI	Louise Diamond
Jilin Holdings Pty Ltd	0038v0000016rReAAI	Michael Diamond AM MBE
Estate of the late Francis William Tunney	0034a000007EGp3AAG	Frank W Tunney

Note
Organisation Contact with Soft Credit on their Account I think should not be a donor (TBC)?. Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What would be a scenario where it would be needed to Soft Credit an Organization?

Example:

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All 25 records that needs to be checked.

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Some campaigns are organized by one contact who gets soft credited from gifts coming from this campaign but should not be considered as donor

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