Purpose

This job matches Scholarship Applicants to existing Callista students

SubSystem

Scholarships

To link a scholarship applicant, as recorded in SCHF1010, with a person_ID as recorded in ADMF1213, the applicant number is recorded as an alternate ID of type 'APPLICANT_ID for the person. This matching process is performed for all unmatched applications with an Application Status of either SUBMITTED or PROCESSING.

The job performs that matching process and where a PERFECT match is determined, then the alternate person ID is created for the person.

If more than one perfect match for a scholarship applicant is found, then the matching person ID's are identified as possible (POTENTIAL) matches and flagged for closer examination by administrators. these multiple POTENTIAL matches can be viewed in ADMF5600 which is accessed from SCHF1010.

If just a partial match is obtained then the person ID is also flagged as a POTENTIAL match and flagged for further checking. If no perfect or potential matches are found, this will be indicated in the extract. The Person ID will need to be created via normal admissions/enrolments.

The default matching criteria are:

• Title
• Given Names
• Surname
• Date of birth
• TAC ID

These matching criteria can be altered by making changes to the open source code that performs the matching process.

The Bulk Scholarship Verification block contains:

Parameters Tab:

• Creation Date
• Applicant ID
• Submission Start Date
• Submission End Date
• Update Application Status check box
• Create CSV Extract check box

Rules/Notes:

A previous extract can be regenerated by selecting a previous job run instance using the Creation Date LOV.

Applicant ID and Submission Start Date and End Date parameters can be used to limit the range of Applicant ID's to undergo the matching process.

Either Creation Date or one of Applicant ID or Submission Date Range must be populated, but not both.

If one date for the Submission Date range is populated then the other one must be too.

Submission Start Date must be earlier than or equal to Submission End Date.

When the Update Application Status check box is selected, the Application Status of matched records (PERFECT match) will be updated from SUBMITTED to PROCESSING.

If the user desires a CSV file to be generated, so as to display the results of the matching process in a spreadsheet, then the Create CSV Extract check box should be selected.

If an Applicant ID is entered as a parameter and that Applicant has already been matched, then a message saying that the Applicant ID is already matched to a Person ID, is displayed in the csv file.

To find a match for a particular Scholarship Applicant:

• Go to SCHJ5000
• Enter the Applicant ID
• Run the job
• Examine the extract file generated

Rules/Notes:

A previous extract can be retrieved by selecting a previous job run instance using the Creation Date LOV.

To find a match for a number of Scholarship Applicants created over a period of time:

• Go to SCHJ5000
• Enter the start date and end date values to cover the range o scholarship applications required
• Select the create CSV extract to generate a more user-friendly output
• Run the job
• Examine the CSV file using MIcrosoft Excel (or equivalent)

Rules/Notes: