Contacts and Accounts - DQ

Duplicate Contacts

Yeng Sembrano , 20 Feb 2023

•  albie.roets

28 Feb 2023)

Contacts and Accounts - DQ

Duplicate Alternate Channels

Yeng Sembrano , 20 Feb 2023

•  albie.roets

Mailing Addresses - DQ

Telephone Preference

albie.roets , 02 Mar 2023

•  albie.roets

Mailing Addresses - DQ

Telephone DQ - Populated but < 9 Characters

albie.roets , 02 Mar 2023

•  albie.roets

Mailing Addresses - DQ

Address Type: PO Box <> Home Address

AlainGasquet , 02 Mar 2023

•  albie.roets

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

• Make sure Alumni numbers reconcile

• Make sure Deceased are processed

• Make sure that DNC are correct

• Fix Email / Telephone / Address Data Quality

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/00O8v000000K2RlEAK00O8v000000KGXOEA4/view

User Error: Manual Account Creation

None - Data Steward Regular ProcessingSITS Integration

SITS-Jarvis Integration BAU Production Defects

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.

Miranda Adams

Monthly003

SWIFT Integration Errors

Integration Errors: SWIFT

Binila Russel

Daily

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK00O8v000000KKyoEAG/view

User Error: Manual Account Creation

None - Data Steward Regular ProcessingSWIFT Integration

SWIFT-Jarvis Integration BAU Production Defects

Contacts and Accounts - DQ

DQ_01_007004

USyd USYD Duplicate ContactsAccounts

Accounts: Duplicates

1. False Positives: Review entries and mark as “Checked or Verified”

2. True Duplicates, action as per steps below:

GA Team

Weekly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KQ0fEAG00O8v000000KQ0aEAG/view

Duplicate Accounts seems to be created by Gift Admin team when they create a new donor -

•  Do Duplicate Contact Report Joins to eliminate single instance, AlainGasquet , 01 Mar 2023
•  Clear false positives on Duplicate Contacts Report, albie.roets, 03 Mar 2023
•  False Positives on reports - Refine Duplicate Rules, Clear False Positives from Duplicate Accounts Report, albie.roets , 03 Mar 2023
•  Analyse how do 'Duplicate Record Set' functionality work, List Rules, Audit the rules to make sure they are accurate, TAP-1214 Jarvis Duplicate Rule Sets Manpreet Sidhu , 10 Mar 2023.
•  Analyse False Positive on Duplicate Accounts for input to TAP-1214 Jarvis Duplicate Rule Sets, Manpreet Sidhu , 03 08 Mar 2023
•  Process for getting GA Team to action / who action
•  Duplicate Accounts to be actioned
• duplicate accounts, albie.roets , 10 Mar 2023
•  Action Duplicate Accounts Process - i.e. load to cases and mark actioned, Binila Russel 17 Mar 2023

Contacts and Accounts - DQ

DQ_01_008

Contacts where Primary Contact Type is NULL

Contact Type: Where Contact Type isnull005

Missing Account Types

Accounts: Missing Account Types

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#ContactRules#Account-Type

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2k4EAC00O8v000000K2RlEAK/view

User Error: Manual Account Creation

None - Data Steward Regular Processing

Contacts and Accounts - DQ

DQ_01_009

Contacts who donated and not Donor

Contact Type: Should be Donor as 006

Households without a Primary/Sec contact

Accounts: (Household) account does not have a Primary or Secondary Contact Type

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Contact-Type

GA Teamassigned 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.

Miranda Adams

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6WkEAK00O8v000000K2ThEAK/view

User Error

•  Understand GA Process or can another team do it?, albie.roets , 10 Mar 2023

Contacts and Accounts - DQ: Manual Account Creation

None - Data Steward Regular Processing

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

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Contact-Type

Manpreet Sidhu

Monthly007

USyd Duplicate Contacts

Accounts: Duplicates

1. False Positives: Review entries and mark as “Checked or Verified”

2. True Duplicates, action as per steps below:

GA Team

Weekly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jaEAC00O8v000000KQ0fEAG/view

User Error

None - Data Steward Regular Processing

Contacts and Accounts - DQ

DQ_01_011

Age <18

DOB: Check DOB

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Primary-Contact

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jzEAC/view

User Error

None - Data Steward Regular Processing

Duplicate Accounts seems to be created by Gift Admin team when they create a new donor -

•  Fix Duplicate Contact Report Joins to eliminate single instance, AlainGasquet , 01 Mar 2023
•  Clear false positives on Duplicate Contacts Report, albie.roets, 03 Mar 2023
•  Analyse False Positive on Duplicate Contacts for input to TAP-1214 Jarvis Duplicate Rule Sets, Manpreet Sidhu , 08 Mar 2023

•  Action Duplicate Contacts - i.e. load to cases and mark actioned, Binila Russel 17 Mar 2023

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 Team008

Contacts where Primary Contact Type is NULL

Contact Type: Where Contact Type isnull

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Contact-Type

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2juEAC00O8v000000K2k4EAC/view

Non Processing of death data

•  Raise Deceased Jira Tickets, albie.roets , 10 Mar 2023
•  Load the data up into cases, Binila Russel , 17 Mar 2023

User Error

None - Data Steward Regular Processing

Contacts and Accounts - DQ

DQ_01_013009

Non Deceased Contacts with Death Data(i)

Deceased Contacts: Non Deceased Contacts with Death Data with Student Id (Interfaced from SITS)

Contacts who donated and not Donor

Contact Type: Should be Donor as Primary or Secondary Contact Type

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Contact-Type

GA Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KNPEEA400O8v000000K6WkEAK/view

Non Processing of death data

User Error

•  Who does Contact Type Update for Donor related Contact Types? , albie.roets , 10 14 Mar 2023
•  Load the data up into cases, Binila Russel , 17 Mar 2023

Contacts and Accounts - DQ

DQ_01_014010

Living Contact Attached to an Estate

Deceased Contacts: List of Living Contact Attached to an Estate (Not the Executor/Solicitor)Contact with Grad Year but not Alumni

Contact Type: Should it be Alumni - Contact with Grad Year but not Alumni

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#PrimaryRules#Contact-ContactType

GA TeamManpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jkEAC00O8v000000K2jaEAC/view

Non Processing of death data

•  Understand GA Process or can another team do it?, albie.roets , 10 Mar 2023

Mailing Addresses User Error

None - Data Steward Regular Processing

Contacts and Accounts - DQ

DQ_0201_001

Alumni w @uni.sydney.edu.au email

Email DQ: Once a student graduates and becomes and Alumni Student Admin disables email account.011

Age <18

DOB: Check DOB

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+

Binila Russel

Rules#Primary-Contact

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9u0EAC00O8v000000K2jzEAC/view

• SITS Integration

• Normal movement of Students

User Error

None - Data Steward Regular Processing

Mailing Addresses Contacts and Accounts - DQ

DQ_0201_002

Email entered into the wrong field

Email DQ: Email entered into the wrong field - Non Editable field

• https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Email

• Enter the value into the Personal Email field,

• Mark the Email Preference field as “Personal Email”

Binila Russel 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/00O8v000000K5sfEAC00O8v000000K2juEAC/view

• iMods integration

•  Investigate iMods integration as the values are populated into a non-editable field, Sidra Zafar , 10 Mar 2023
•  Fix iMods integration, Sidra Zafar , 24 Mar 2023

Mailing Addresses Non Processing of death data

•  Raise Deceased Jira Tickets, albie.roets , 01 Mar 2023
•  Load the “Age >= 105 (Deceased?)” up into cases, Binila Russel , 31 Mar 2023

Contacts and Accounts - DQ

DQ_0201_003

Blank Email Preference

Email DQ: Blank Email Preference

• https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Email

• Pop-up that states when the user is selecting wrong value - so only driven by integration populating the wrong field.

• Select the value based on the populated email field in the error report

Binila Russel

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/00O8v000000K5TkEAK00O8v000000KNPEEA4/view

• iMods integration

•  Investigate iMods integration as the values are populated into a non-editable field, Sidra Zafar , 10 Mar 2023
•  Fix iMods integration, Sidra Zafar , 24 Mar 2023

Mailing Addresses Non Processing of death data

•  Raise Deceased Jira Tickets, albie.roets , 01 Mar 2023
•  Load the “Non Deceased Contacts with Death Data(i)” up into cases, Binila Russel , 31 Mar 2023

Contacts and Accounts - DQ

DQ_0201_004

Email_Typos

Email DQ: Email Typo's

014

Living Contact Attached to an Estate

Deceased Contacts: List of Living Contact Attached to an Estate (Not the Executor/Solicitor)

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#EmailBinila Russel Rules#Primary-Contact

GA Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6FAEA000O8v000000K2jkEAC/view

• Source data from SITS

• Source Data from SWIFT

• User Error

None - Data Steward Regular Processing

Non Processing of death data

•  Map the Deceased process from a BI & Reporting Team Perspective. albie.roets , 17 Mar 2023

Mailing Addresses - DQ

DQ_02_005

Bounced e-mail addresses

Reporting Only: All active email addresses on the contact page to analyse bounced emails001

Alumni w @uni.sydney.edu.au email

Email DQ: Once a student graduates and becomes and Alumni Student Admin disables email account.

• https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Email

Binila Russel

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KPH0EAO00O8v000000K9u0EAC/view

• SITS Integration

• Normal movement of Students

None - Data Steward Regular Processing

Mailing Addresses - DQ

Telephone Preference

Business Rule:

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-860

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

• Email preference defaulted to “Personal Email”.

Binila Russel

Monthly

• iMods integration

•  Investigate iMods integration as the values are populated into a non-editable field, Sidra Zafar , 10 Mar 2023
•  Fix iMods integration, Sidra Zafar , 24 Mar 2023

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:DQ_02_002

Email entered into the wrong field

Email DQ: Email entered into the wrong field - Non Editable field

Email is a vlookup field based on the Email Preference that pulls the value from one of the 4x fields.

Image Added

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Address-Type

• Permanent address = Home Address;

• Business address = Business Address;

• SITS Address = Sydney Student Contact Address

• Internal USYD Address

• PO Boxes = Postal Address

Rules:

• Default to Home Address for Household and

• Business Address for Organisations

Manpreet Sidhu

MonthlyRules#Email

1. Copy the email value (cntrl c)

2. Paste it into the Personal Email field (cntrl v)

3. Email Preference = Personal e-mail

4. Press save

Binila Russel

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5sfEAC/view

• iMods integration

•  Investigate Email integration errors - iMods integration (Email populated into a non-editable field), Sidra Zafar , 10 Mar 2023
•  Fix iMods Email integration error, Sidra Zafar , 24 Mar 2023

Mailing Addresses - DQ

DQ_02_003

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.

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)

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kOEAS/view

• User error

None - Data Steward Regular Processing

Mailing Addresses - DQ

DQ_02_007

Primary Contract - Address Preference

Address DQ: Primary Contact where Address Preference is not Account Mailing

Rules:

• Household = Auto Defaulted to ‘Account Mailing’.

• Corporation = Business Mailing.

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25

Manpreet Sidhu

atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Email

• 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

Binila Russel

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2jQEAS00O8v000000K5TkEAK/view

• User error

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25

• Manual user error = None - Data Steward Regular Processing

• iMods integration

•  Investigate Email Preference integration errors - iMods integration (Not Populated), Sidra Zafar , 10 Mar 2023
•  Fix iMods Email Preference integration errors, Sidra Zafar , 24 Mar 2023

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)

Rules:

• Household = Auto Defaulted to ‘Account Mailing’.

• Corporation = Business Mailing.

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25

004

Email_Typos

Email addresses with typo’s in them, i.e:

• hotmail.com.au

• gmail.com.au,

• .comn; .comm; .con;

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 Statusatlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Email

• hotmail.com.au = hotmail.com

• gmail.com.au = gmail.com

• comn; .comm; .con; .coom = .com

Binila Russel

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS00O8v000000K6FAEA0/view

• Source data from SITS

• Source Data from SWIFT

• User Error

None - Data Steward Regular Processing

Mailing Addresses - DQ

DQ_02_010a

Unit Addresses for Reformatting

https:005

Bounced e-mail addresses

Reporting Only: All active email addresses on the contact page to analyse bounced emails

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Street - Contact Mailing Addresses with 'Unit' or 'U' in the contact mailing street name.

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. For local Australian addresses, we can extract those addresses (from Jarvis) using pattern matching via SQL/ETL tool. We can validate them and further rectify them in bulk.

4. International addresses (Chinese etc)????

5. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

6. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

Ad-Hoc

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3hEAG/view

User error / integrations

Rules#Email

Binila Russel

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KPH0EAO/view

Natural Attrition

None - Data Steward Regular Processing

Mailing Addresses - DQ

Telephone Preference

Business Rule:

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-860

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

• Email preference defaulted to “Personal Email”.

Binila Russel

Monthly

iMods integration

•  Investigate Telephone integration errors - iMods integration (Telephone populated Account Field), Sidra Zafar , 10 Mar 2023
•  Fix iMods Telephone details integration errors, Sidra Zafar , 24 Mar 2023

Mailing Addresses - DQ

DQ_02_010b006

Blank Contact Mailing Address w Corrupt Sthttps:Type

Address DQ: Blank Contact Mailing Address Type (Business Rule: Default to 'Home Address' for Household and 'Business Address' for Organisations)

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Street

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. For local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted street addresses.

4. International ones ??

5. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

6. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Ad-Hoc

Rules#Address-Type

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-187

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key TAP-1355

  - See ticket for development and final values

Rules:

• Home Address = Default for Household Contacts (Merge “Home” + “Home Address - Unverified” + “Residential Address” to here)

• Business Address = Default for Business Contacts (Merge “Business” to here)

• Postal Address = Where the address is a PO Box

• Internal USYD Address = Staff, etc that uses USyd Addresses

• SITS Contact Address = the address is coming from SITS with a type of "Contact Address". Basically this is the address preferred by Student to communicate to them.

• Other Student Address = Student Accommodation

• Other - Seasonal + Vacation

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3IEAW00O8v000000K2kOEAS/view

User Error / Integrations /Historical data

•  DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_012

Contact Mailing Address w/o City

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: City

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Ticket raised with Mulesoft developer to fix the script and handle exceptions

•  

  Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-187

•  

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

Manpreet Sidhu

Ad-Hoc

• 1355

  -

Mailing Addresses - DQ

DQ_02_007

Primary Contract - Address Preference

Address DQ: Primary Contact where Address Preference is not Account Mailing

Rules:

• Household = Auto Defaulted to ‘Account Mailing’.

• Corporation = Business Mailing.

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3SEAW00O8v000000K2jQEAS/view

SITS Data

•  DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

User error

• Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25

• Manual user error = None - Data Steward Regular Processing

Mailing Addresses - DQ

DQ_02_013008

Blank Contact Mailing Address w Corrupted City

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: City

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. For local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted cities.

4. International ones ??

5. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

6. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Ad-Hoc

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3NEAW/view

User Error/ SITS Data / Historical data

•  DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_014

Contact Mailing Address w Corrupted Stat

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/JarvisPreference

Address DQ: Blank Contact Mailing Address Preference (Business Rules: Household = Auto Defaulted to ‘Account Mailing’ / Corporation = Business Mailing)

Rules:

• Household = Auto Defaulted to ‘Account Mailing’.

• Corporation = Business Mailing

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kEEAS/view

User error

•  

  Jira Legacy
  server System JIRA serverId e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a key AVE-25

Mailing Addresses - DQ

DQ_02_009

Blank Contact Mailing Address Status

Address DQ: Blank Contact Mailing Address Status

• https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Address-Status

• Partial Address

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS/view

Historic Data Clean-up / User Error

None - Data Steward Regular Processing

Mailing Addresses - DQ

DQ_02_010a

Unit Addresses for Reformatting

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

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 StatesStreet - Contact Mailing Addresses with 'Unit' or 'U' in the contact mailing street name.

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. For local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted states.International ones extract those addresses (from Jarvis) using pattern matching via SQL/ETL tool. We can validate them and further rectify them in bulk.

4. International addresses (Chinese etc)????

5. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

6. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Ad-Hoc

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9NQEA000O8v000000KP3hEAG/view

SITS DataUser error / integrations

•  DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_015010b

Contact Mailing Address w /o StateCorrupt St

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: StateStreet

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Review the integrations and rule out any error.

4. One time fix is needed for the historical data (using ETL tools etc)

5. International addresses without state???For local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted street addresses.

6. International ones ??

7. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

Manpreet Sidhu

Ad-Hoc

1. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3cEAG00O8v000000KP3IEAW/view

Historic Data / User Error / Integrations /Historical data

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_016012

Contact Mailing Address w/o Post CodeCity

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Post CodeCity

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Review the integrations and rule out any error.

4. One time fix is needed for the Ticket raised with Mulesoft developer to fix the script and handle exceptions

5. International ones???
6. Need to populate the modified
source (aperture etc),modified
date, verification flag (post fix).

Manpreet Sidhu

Ad-Hoc Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3XEAW00O8v000000KP3SEAW/view

Historical SITS Data

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_017013

Contact Mailing Address w Corrupted CountryCity

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: CountryCity

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. For local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted countrycities.

4. International ones ??

5. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

6. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Ad-HocMonthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9dYEAS00O8v000000KP3NEAW/view

User Error/ SITS Data / Historic Data / User Error

Historical data

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_018014

Contact Mailing Address w /o CountryCorrupted Stat

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Country: 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

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Review the integrations and rule out any error.

4. One time fix is needed for the historical data (using ETL tools etc)

5. International addresses missing post codesFor local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted states.

6. International ones ??

7. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

Manpreet Sidhu

1. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K8VlEAK00O8v000000K9NQEA0/view

Historic dataSITS Data

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_020Student Accommodation to Delete015

Contact Mailing Address w/o State

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

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.

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. We need a one time data fix for historic data and going forward we can monitor this data using contact history.

4. We can see the patterns in the accommodation data via ETL tool and can filter those addresses accordingly.

Manpreet Sidhu

pat.dennis

Ad-Hoc

: State

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Review the integrations and rule out any error.

4. One time fix is needed for the historical data (using ETL tools etc)

5. International addresses without state???

6. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9G0EAK00O8v000000KP3cEAG/view

SITS Historic Data / Historic Data

•  Manpreet Sidhu

Opportunities User Error

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_0302_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

1. Verify against the SITS data using student ID.

2. If student ID is missing, then try to identify one using other data points on contact (eg school email etc) and then verify the data from SITS.

3. If the data from SITS cannot be verified, then change the contact type to ‘Friend’.

Manpreet Sidhu

Ad-Hoc

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000JYlREAW/view?queryScope=userFolders

User Error / Historical data

•  Manpreet Sidhu

Education - DQ

DQ_05_002

Alumni: Education with Empty School

This report contains degree-earning education records without schools to be investigated

1. Verify the data from SITS and populate the school accordingly.

2. For unmatched data, see the historical education data in Jarvis and populate the appropriate school.

Manpreet Sidhu

Ad-Hoc

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TpEAK/view?queryScope=userFolders

User Error / Historical data

•  Manpreet Sidhu

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

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

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

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 = ””016

Contact Mailing Address w/o Post Code

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Post Code

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Review the integrations and rule out any error.

4. One time fix is needed for the historical data (using ETL tools etc)

5. International addresses missing post codes??

6. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3XEAW/view

Historical Data

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_017

Corrupted Country

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Country

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. For local Australian addresses, we can validate the addresses against the ETL tool (eg Aperture etc), and re-populate the corrupted country.

4. International ones ??

5. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

6. Also, if the data coming from SITS is corrupted at the source level, we can send them to get that fixed (Sydney Student team) on a monthly basis.

Manpreet Sidhu

pat.dennis

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9dYEAS/view

SITS Data / Historic Data / User Error

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_018

Contact Mailing Address w/o Country

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

Address DQ: Country

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. Review the integrations and rule out any error.

4. One time fix is needed for the historical data (using ETL tools etc)

5. International addresses missing post codes??

6. Need to populate the modified source (aperture etc),modified date, verification flag (post fix).

Manpreet Sidhu

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K8VlEAK/view

Historic data

DQ Software Procurement, Brad Fernandes (Unlicensed) , 31 Mar 2023

Mailing Addresses - DQ

DQ_02_020

Student Accommodation to Delete

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2812281033/Jarvis+Data+Dictionary+Business+Rules#Account-Mailing-Address

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.

Rules:

1. AVE-107 Address Management

2. Address Formatting Business Rules

3. We need a one time data fix for historic data and going forward we can monitor this data using contact history.

4. We can see the patterns in the accommodation data via ETL tool and can filter those addresses accordingly.

Manpreet Sidhu

pat.dennis

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK00O8v000000K9G0EAK/view

DQA-002

Accounts with No Primary Contact

Account Status = Active

Primary Contact ID = ““SITS Data / Historic Data

None - Data Steward Regular Processing

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

Opportunity Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2TcEAK00O8v000000K4GaEAK/view

DQA-003

Households without a Primary/Sec contact

Account Record Type = Household

Full Name start with ““

Primary Contact: Full Name = ““

Account Status = ActiveUser Error

•  Agree Opportunity DQ Issues RACI and Process with GA Team, AlainGasquet , 10 Mar 2023

Opportunities - DQ

DQ_03_002

Opps at Sol stage w/o Prospect Pool

Opportunities with NO Prospect Pool at solicitation stage and beyond

Opportunity Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK00O8v000000K4GfEAK/view

AVE-16

Contact Types

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

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)User Error

ditto

Opportunities - DQ

DQ_03_003

Closed Won Opps without Gift

Closed Won Opps (G/P) with no Gift/Pledge attached

Opportunity Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4GpEAK/view

User Error

ditto

Opportunities - DQ

DQ_03_004

Closed Won Opps w Close date in future

Closed Won Opps (G/P) with no Close date in future

Opportunity Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2QxEAK00O8v000000K4GuEAK/view

DQC-005

Age >= 110

DQC-006

Age <18

DQC-007

Alumni no primary degree

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

User Error

ditto

Opportunities - DQ

DQ_03_005

Ongoing  Opps w Close date in Past

Ongoing Opps (G/P) with no Close date in Past

Opportunity Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000JYknEAG00O8v000000K4GzEAK/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)

User Error

ditto

Education - DQ

DQ_05_001

Alumni no primary degree

Alumni with education record but no Primary degree

1. Verify against the SITS data using student ID.

2. If student ID is missing, then try to identify one using other data points on contact (eg school email etc) and then verify the data from SITS.

3. If the data from SITS cannot be verified, then change the contact type to ‘Friend’.

Manpreet Sidhu

Monthly

DQG-001

GA - Transactions Blank Acknowledgement

Contacts

AVE-344

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.

Image Removed

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2SZEA000O8v000000JYlREAW/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

?queryScope=userFolders

User Error / Historical data

•  Manpreet Sidhu

Education - DQ

DQ_05_002

Alumni: Education with Empty School

This report contains degree-earning education records without schools to be investigated

1. Verify the data from SITS and populate the school accordingly.

2. For unmatched data, see the historical education data in Jarvis and populate the appropriate school.

Manpreet Sidhu

Monthly

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/00O8v000000K5sfEAC00O8v000000K5TpEAK/view

Contacts

AVE-351

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.

Image Removed

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)

?queryScope=userFolders

User Error / Historical data

•  Manpreet Sidhu

Charts of Accounts - DQ

DQ_06_001

Designation Acc w NO Classification

All Designation accounts with designation = Other"

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4ZrEAK/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team, AlainGasquet , 10 Mar 2023

Charts of Accounts - DQ

DQ_06_002

Designation Acc w Classification "Other"

All Designation accounts with designation = Other"

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4ZmEAK/view

User Error

ditto

Charts of Accounts - DQ

DQ_06_003

Gift Record Type Vs Designation

Gift Record Type Vs Designation Type

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KCpBEAW/view

User Error

ditto

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

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4NWEA0/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for Finite Active Pledges - Inconsistent Amnt Errors, AlainGasquet , 10 Mar 2023

Gift And Pledges - DQ

DQ_07_002

Transactions with Blank Acknowledgement

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4NREA0/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for Transactions with Blank Acknowledgement Errors, AlainGasquet , 10 Mar 2023

Gift And Pledges - DQ

DQ_07_003

GIK transaction data integrity check

This checks that gifts in kind have been entered as either personal or real property

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K9LZEA0/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for GIK transaction data integrity check Errors, AlainGasquet , 10 Mar 2023

Gift And Pledges - DQ

DQ_07_004

Transactions w/o Designation Account No

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4NlEAK/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for Transactions w/o Designation Account No Errors, AlainGasquet , 10 Mar 2023

Gift And Pledges - DQ

DQ_07_005

Pledges Paid with a Balance

All Gift / Pledges paid with a remaining balance due

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4NMEA0/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for Pledges Paid with a Balance Errors, AlainGasquet , 10 Mar 2023

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'

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TkEAK00O8v000000K9LjEAK/view

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-427

Household Contacts who donated and are not flagged as Donor

TAP-211 Definition of Donor

People who donated money should be marked as Donor in either primary or secondary contact type: (As per AVE-16 Contact Types )

Image Removed

Mark either primary / secondary contact types as per the hierarchy in the following table: AVE-16 Contact Types

User Error

•  Agree GA DQ Issues RACI and Process with GA Team Errors for T project code not recorded as Endowed Errors, AlainGasquet , 10 Mar 2023

Gift And Pledges - DQ

DQ_07_007

Planned Gift with Incorrect Record Types

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K4NgEAK/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for Planned Gift with Incorrect Record Types Errors, AlainGasquet , 10 Mar 2023

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.

GA Team Processes

Gift Admin Team

Monthly

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6WkEAK/view?queryScope=userFolders00O8v000000K4MJEA0/view

User Error

•  Agree GA DQ Issues RACI and Process with GA Team for Inconsistent Campaign Appeal Errors, AlainGasquet , 10 Mar 2023