Scenario

Explanation

Action

R001 Same (Contact ID, Employer, Job Title, Job Status)

keep the oldest StartDate record.

Count of Employment Records with Duplicates (27/03.2024)

Segment

Count of Unique Employment

Count of Duplicates

Record Type: Linked Employer

20,505

411

Record Type: Non-Linked Employer

140,924

3,368

Check Contact ID (No linked Contact)

If no Contact ID, ensure no lost of important data or generating orphan record. Requires a reviewer’s review and validation before deletion

Reviewer to cross check linkages and the root cause of the missing Contact ID to decide one of the following actions:

Keep, Merge, or Delete

Check Source and Comment

Check Source AQB__Source__c and Comment AQB__EmploymentComment__c for unique and useful information such as a $ amount

Flag to keep the record or merge the field.

Sample:

2. Check ownership

Check the record owner CreatedById (e.g. head of TAP, development, donation, gift…) to avoid losing important information created by key stakeholders.

Flag to keep the record and link the existing or add new Contact to link

Check Contact ID (Has linked Contact)

If has Contact ID, do the following

3. Check StartDate

Which Employment record iteration has the oldest Start date AQB__StartDate__c

Keep the record with the oldest start date

4. Check Comment

If holds data AQB__EmploymentComment__c

Concatenate the comments (to be kept in the oldest record)

5 Check Earnings

If holds data
If the to-be-deleted record/s’ Earnings field AQB__Earnings__c IS NOT “Unknown”

Go to the oldest record, and:
Update the value with the newest Earnings record.

6. Check Primary

If the to-be-deleted record/s is set to YES and Ended field AQB__Ended__c IS NOT “No longer at this position”

Go to the oldest StartDate record, and:

Update AQB__IsPrimaryEmployer__c to TRUE

7. Check Occupation

If the field AQB__Occupation__c holds data

Go to the oldest record, and:
Update the value with the newest Occupation record

8. Check Industry

If holds data in USYD_Global_Industry__c

Go to the oldest record, and:
Update the value with the newest Industry record

9. Check Level

If holds data AQB__Level__c

Go to the oldest record, and:
Update the value with the newest Level record

10. Check End Date

If holds data  AQB__Ended__c

Go to the oldest record, and:
Update the value with the newest End Date record

11. Check Business phone, Fax Number, Corporate Phone

If holds data  

AQB__BusinessPhone__c

AQB__Fax_Number__c

AQB__Corporate_Phone__c

Go to the oldest record, and:
Update values with the newest records

12. Check Assistant Name, Assistant Phone, Assistant Email

If holds data

AQB__Assistant_s_Name__c

AQB__Assistant_s_Phone__c

AQB__Assistant_s_Email__c

Go to the oldest record, and:
Update values with the newest records

Process flow diagram: (to be added0

R002 xxx