Purpose

This form displays the results of matches found between the applicant record and existing Callista Person records as identified by the transfer process and based on the results of an institution-defined function.

Anticipated Frequency

As required

Structure

Blocks

Applicant

Buttons

Find Applicant (ADMF5010)

Person Alias (ENRF3020)

This form displays the results of matches found between the applicant record and existing Callista Person records as identified by the transfer process and based on the results of an institution-defined function. The matching routine is open sourced and allows the institution to define the exact matching criteria to employ.

If matches are identified, they are recorded against the applicant record in this form. The administrator is able to open this form in context of an applicant from the View Applicant Summary function. If the transfer process has identified a possible match between the applicant and existing Callista person records, the administrator can nominate one of these person records as a definitive match. If a definitive match has been nominated in this form, the transfer process updates the nominated person with the new application details, rather than creating a new record.

Only one person record can be nominated as the definitive match with the applicant. To record the person record as the definitive match, the administrator assigns a duplicate person status to the record that is then mapped to a system status of CONFIRMED.

For each of the person match records displayed in this form, a Find Person (ADMF1211) button is available. This allows the user to view more specific details of the person if required. It will not, however, allow the user to change the person record to which the applicant record is matched.

Person matches are identified by the transfer process and it is not possible for an administrator to insert a person match record.

The Applicant block contains:

• Applicant ID
• Gender
• Date of Birth
• Applicant Transfer Status (LOV)

Button

• Find Applicant (ADMF5010)
• Applicant (ADMF5100)

The Person Match block contains:

• Person ID
• Surname
• Given Names
• Date of Birth
• Gender
• Person Match Status (LOV)
• Comments

Buttons

• Find Person (ADMF1211)
• Alternate Person ID (ENRF3010)
• Person Alias (ENRF3020)

Rules/Notes:

The Applicant Block

The Find Applicant button is only enabled in Query mode.

A lamp showing the applicant's previous surname is displayed above the name field if the applicant recorded a 'previous surname' in Applicant Portal (APAPPDTL - Record Other Person Details).

The Applicant button is not available when querying records.

The Person Match Block

It is possible for the user to query in ADMF1211 and bring back a new Person ID. However, the Person ID field cannot be updated. The standard 'Cannot update field' message will display.

The Alternate Person button is disabled when no Alternate Person ID record exists for the person.

The Person Alias button is disabled when no Person Alias exists for the person.

Only the Person Match Status field and Comments field are updateable.

Validations include:

• Can only change a confirmed status of an Applicant Portal Person Match record if no Applicant ID exists in the ADM_COURSE_APPL_INSTANCE (ACAI) table for the Person ID
• Only one person match record can be assigned an institution-defined duplicate person status with a system status of CONFIRMED
• Duplicate Person status is closed
• Default Person ID Type is not defined in the s_applicant_portal_conf table
• An alternate person ID cannot be deleted (when changing status of Confirmed) if the alternate person ID is equal to the ACAI.APPLICANT_ID for the person record

See the Introduction (above) on what to do when a 'perfect match' is found.

New button and lamp added.
Field Details table removed and content incorporated into form details.