Data Quality Dashboards
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/01Z8v0000005ayGEAQ/view | https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayLEAQ/view | https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayfEAA/view |
Reports
Data Quality reports are stored in folders corresponding to the dashboards
Data Quality Rules
Dashboard / Object | Rule Number | Rule Name | Date | Owner | Confluence Jira Number | Business Logic | Jarvis Report Link |
---|---|---|---|---|---|---|---|
DQA-001 | Missing Account Types |
| Existing | Where Account Type = ”” | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK/view | ||
DQA-002 | Accounts with No Primary Contact |
| Existing | Account Status = Active Primary Contact ID = ““ | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2TcEAK/view | ||
DQA-003 | Households without a Primary/Sec contact |
| Existing | Account Record Type = Household Full Name start with ““ Primary Contact: Full Name = ““ Account Status = Active | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK/view | ||
DQC-001 | Contact Types |
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DQC-002 | Contacts without Primary Contact Type |
| Existing | ||||
DQC-003 | Contact with Grad Year but not Alumni |
| Existing | ||||
DQC-004 | Living Contact Attached to an Estate |
| Existing | Where Account Type = “Estate” and Contact Type not in (“Corporate Contact”, “Executor”, “Solicitor”) and Deceased = “False) | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2QxEAK/view
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DQC-005 | Age >= 110 |
| Existing | ||||
DQC-006 | Age <18 |
| Existing | ||||
DQC-007 | Alumni no primary degree |
| Existing | Where Contact Type = “Alumni” or “Graduand” and EducationID = NULL | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000JYknEAG/view | ||
DQC-008 | Education with Empty School |
| Existing | ||||
DQC-009 | Alumni with Address = Student Centre |
| Existing | 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) | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2SZEA0/view | ||
DQC-010 | Primary Contact - Address Preference |
| Existing | ||||
DQC-011 | Missing Contact Mailing Suburbs-AU only |
| Existing | ||||
DQC-012 | Blank Contact Mailing Address Preference |
| Existing | ||||
DQC-013 | Blank Contact Mailing Address Status |
| Existing | ||||
DQC-014 | Blank Contact Mailing Address Type |
| Existing | ||||
DQC-015 | Volunteer Positions without Start Date |
| Existing | ||||
DQG-001 | GA - Transactions Blank Acknowledgement |
| Existing | ||||