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DQ Dashboards and Reports setup structure

Data quality rules are stored in dashboards that represent the natural life cycle.

...

Contacts and Accounts

Mailing Addresses

Opportunities

Campaigns

Education

Charts of Accounts

Gift And Pledges

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005gcgEAA/view?queryScope=userFolders

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayGEAQ/view

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayLEAQ/view

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayQEAQ/view?queryScope=userFolders

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayVEAQ/view?queryScope=userFolders

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayaEAA/view?queryScope=userFolders

https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayfEAA/view

Reports Administration

Data Quality Reports are stored in folders corresponding to the dashboards

(See Report-of-Reports for full details of reports in folders: https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KPHKEA4/view?queryScope=userFolders )

...

New Data Quality Rules Requested

Dashboard / Object

Rule

Number

Rule Name

Business

/ Logic

Business Rule / How to fix

Responsible

Freq

Jarvis Report Link

Cause

Outstanding issues / Next Steps

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

SITS-Jarvis Integration BAU Production Defects

Contacts and Accounts - DQ

DQ_01_003

SWIFT Integration Errors

Integration Errors: SWIFT

View file
nameSwift to Jarvis Integration Process 2021_revised_30112021.pdf

Binila Russel

Daily

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KKyoEAG/view

SWIFT Integration

SWIFT-Jarvis Integration BAU Production Defects

Contacts and Accounts - DQ

DQ_01_004

USYD Duplicate Accounts

Accounts: Duplicates

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

  2. True Duplicates, action as per steps below:

View file
nameGuide - Join, Separate, Decease, Merge (3).pdf

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 -

Contacts and Accounts - DQ

DQ_01_005

Missing Account Types

Accounts: Missing Account Types

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

Manpreet Sidhu

Monthly

Requested By / When

RACI

Status / Comments

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

Duplicate Contacts

Jira Legacy
serverSystem JIRA
serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
keyTAP-1278

Yeng Sembrano ,

Status
colourGreen
titleDONE
(DQ_01_007 -

)

Contacts and Accounts - DQ

Duplicate Alternate Channels

Jira Legacy
serverSystem JIRA
serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
keyTAP-1245

Yeng Sembrano ,

Status
colourYellow
titleIN PROGRESS

Mailing Addresses - DQ

Telephone Preference

albie.roets ,

Status
colourRed
titleNOT STARTED

Mailing Addresses - DQ

Telephone DQ - Populated but < 9 Characters

albie.roets ,

Status
colourRed
titleNOT STARTED

Mailing Addresses - DQ

Address Type: PO Box <> Home Address

AlainGasquet ,

Status
colourRed
titleNOT STARTED
- Catch up with Manpreet Sidhu & satparkash.kaushik tomorrow

Data Quality Rules

Bounced_Email_Process_20221207 (2).docx

  • Remove @uni.sydney.edu.au emails from contact page

  • Mark @uni.sydney.edu.au emails Bad in Alternate Channels

AVE-25

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

Dashboard / Object

Rule Number

Rule Name

Business Logic

Business Rule / How to fix

Responsible

Freq

Jarvis Report Link

Cause

Outstanding issues / Next Steps

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

View file
nameSwift to Jarvis Integration Process 2021_revised_30112021.pdf

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:

View file
nameGuide - Join, Separate, Decease, Merge (3).pdf

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 ,
  •  Clear false positives on Duplicate Contacts Report, albie.roets,
  •  False Positives on reports - Refine Duplicate Rules, Clear False Positives from Duplicate Accounts Report, albie.roets ,
  •  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 , .
  •  Analyse False Positive on Duplicate Accounts for input to TAP-1214 Jarvis Duplicate Rule Sets, Manpreet Sidhu , 03
  •  Process for getting GA Team to action / who action
  •  Duplicate Accounts to be actioned
  • duplicate accounts, albie.roets ,
  •  Action Duplicate Accounts Process - i.e. load to cases and mark actioned, Binila Russel

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 ,

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:

View file
nameGuide - Join, Separate, Decease, Merge (3).pdf

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 -

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

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

View file
nameDeceasing Contacts (3).docx

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

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)

View file
nameDeceasing Contacts (3).docx

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

 Raise Deceased Jira Tickets

User Error

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

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 ,

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+

Rules#Email

  • Remove @uni.sydney.edu.au emails from contact page

  • Mark @uni.sydney.edu.au emails Bad in Alternate Channels

    • 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

    Binila Russel 012

    Age >= 105 (Deceased?)

    Deceased Contacts: Presumed Deceased at 105 - needs to be marked "Do Not Contact" + Deceased in the System

    View file
    nameDeceasing Contacts (3).docx

    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 ,
    •  Fix iMods integration, Sidra Zafar ,

    Mailing Addresses Non Processing of death data

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

    Contacts and Accounts - DQ

    DQ_0201_003

    Blank Email Preference

    Email DQ: Blank Email Preference

    Binila Russel

    013

    Non Deceased Contacts with Death Data(i)

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

    View file
    nameDeceasing Contacts (3).docx

    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 ,
    •  Fix iMods integration, Sidra Zafar ,

    Mailing Addresses Non Processing of death data

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

    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 ,

    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.

    View file
    name

    Binila Russel

    Monthly

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

    Natural Attrition

    • SITS Integration

    • Normal movement of Students

    None - Data Steward Regular Processing

    Mailing Addresses - DQ

    Telephone Preference

    Business Rule:

    • Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyTAP-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 ,
    •  Fix iMods integration, Sidra Zafar ,

    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

    Jira Legacy
    serverSystem JIRA
    serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
    keyAVE-187
    - See ticket for development and final values

    • 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 ,
    •  Fix iMods Email integration error, Sidra Zafar ,

    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
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-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
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-25

    • Manual user error = None - Data Steward Regular Processing

    • iMods integration

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

    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

    Manpreet Sidhu

    Monthly

    004

    Email_Typos

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

    		 
    Jira Legacy
    serverSystem JIRA
    serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
    key

    User error

    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/00O8v000000K6FAEA0/view

    • Source data from SITS

    • Source Data from SWIFT

    • User Error

    None - Data Steward Regular Processing

    Mailing Addresses - DQ

    DQ_02_009

    Blank Contact Mailing Address Status

    Address DQ: Blank Contact Mailing Address Status005

    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#Address-Status

  • Partial Address

    • Manpreet Sidhu Rules#Email

    View file
    nameBounced_Email_Process_20221207 (2).docx

    Binila Russel

    Monthly

    https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2kJEAS00O8v000000KPH0EAO/viewHistoric Data

    Clean-up / User ErrorNatural Attrition

    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: 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

    Mailing Addresses - DQ

    DQ_02_010b

    Contact Mailing Address w Corrupt St

    Telephone Preference

    Business Rule:

    • Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyTAP-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 ,
    •  Fix iMods Telephone details integration errors, Sidra Zafar ,

    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.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

    https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3IEAW/view

    User Error / Integrations /Historical data

    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:

  • AVE-107 Address Management

  • Address Formatting Business Rules

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

    Rules#Address-Type

    • Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-187

    • Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyTAP-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/00O8v000000K2kOEAS/view

    User error

    •  
      Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-187
    •  
      Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyTAP-
    110 4. One time fix is needed for the
    historical data (using ETL tools
    etc)
    5. International ones???
    6. Need to populate the modified
    source (aperture etc),modified
    date, verification flag (post fix).

    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
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-25

    Manpreet Sidhu

    Monthly

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

    User error

    SITS Data

    • Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-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

    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

    Manpreet Sidhu

    Monthly

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

    User error

    •  
      Jira Legacy
      serverSystem JIRA
      serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
      keyAVE-25

    Mailing Addresses - DQ

    DQ_02_009

    Blank Contact Mailing Address Status

    Address DQ: Blank Contact Mailing Address Status

    Manpreet Sidhu

    Monthly

    https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KP3NEAW00O8v000000K2kJEAS/view

    Historic Data Clean-up / User Error/ SITS Data / Historical data

    None - Data Steward Regular Processing

    Mailing Addresses - DQ

    DQ_02_014Contact Mailing Address w Corrupted Stat010a

    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

    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).

    8. 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 SidhuAd-Hoc

    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) ,

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

    Jira Legacy
    serverSystem JIRA
    serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
    keyTAP-110

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

    International addresses missing post codes

    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) ,

    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) ,

    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: CountryState - 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).

    8. 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 SidhuAd-Hoc

    pat.dennis

    Monthly

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

    Historic dataSITS Data

    		 

    DQ Software Procurement, Brad Fernandes (Unlicensed) ,

    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.State

    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 accordinglyReview the integrations and rule out any error.

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

    6. International addresses without state???

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

    Manpreet Sidhu

    pat.dennis

    Ad-Hoc

    Monthly

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

    SITS Historic Data / Historic Data

    None - Data Steward Regular Processing

    Opportunities User Error

    DQ Software Procurement, Brad Fernandes (Unlicensed) ,

    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

    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

    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 gifts in 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) ,

    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) ,

    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) ,

    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 ,

    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

  • Copy the email value (cntrl c)

  • Paste it into the Personal Email field (cntrl v)

  • Email Preference = Personal e-mail

    • Press save

    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

    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:

  • Personal Email

  • Business Email

  • School Email

    • Other Email

    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

    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 ,

    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 ,

    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 ,

    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 ,

    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 ,

    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 ,

    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 ,

    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 ,

    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 ,

    Meeting Minutes / Actions:

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