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Business Rules Meetings Minutes

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Number

Business Rule

Description / Decision

Date

Allocated to

Status

BR-001

Deceased Contacts

Deceased Contacts: It was agreed on to:

  1. reduce report age to 105;

  2. mark the Contact as Do Not Contact until Deceased Contact can be actioned;

  3. find the deceased date from https://ryersonindex.org/ ;

  4. If cannot find in Ryerson Index, then assume deceased - check https://gerontology.fandom.com/wiki/List_of_oldest_living_people_in_Australia to make sure not alive - make the deceased date the action date.

  5. Use Deceased Utility to decease. (Monthly Process)

  6. If deceased, then needs to be removed from any Primary Contact roles.

  • OUTSTANDING: Can ownership of the utility be opened up to the BI Team Data Stewards for non-donors ? (Donors contact types stays with GA Team) Monica Kluegel , AlainGasquet
  • Deceased Utility defects TAP-446; TAP-465 preventing actioning

Monica Kluegel

OPEN

BR-002

Accounts with No Primary Contact

Household accounts MUST always have at least a primary contact. Corporations need to have a direct contact to receipt gifts. Not needed otherwise.

Monica Kluegel

CLOSED

BR-003

Households without a Primary/Sec contact

Household accounts must always have a Primary Contact. If more than one person on the account, then the one is Primary and the other is secondary. Kids on the account need to have their own account when they turn 18. (Less than 18 cannot have own account)

jessica.wood

CLOSED

BR-004

Primary Contract - Address Preference

BR-005

Contact Mailing Address Type

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