SouthWest Presentations

Eliminate manual searching and duplicate creation w/robust SearchMatch process for file parser load 

07-05-2017 07:52 PM

The repetitive process of Search/Matching tens of thousands of “suspended” inquiries, test scores, and applications can be changed to a process of data validation. The George Fox University Admissions department has built robust search match rules and various queries that are run to cross check that identified “updates” are truly updates after the Search/Match process is run. Non-matches can be accessed from drilling URLs in the query to update the status from “Update ID” to “Add New ID” for found matches that are not actual matches. Staff can then run Search/Match/Post with confidence. This process allows for automated matching and posting of inquiries, test scores, and applications and has saved the George Fox University admissions office hundreds of hours of manual Search/Matching for suspended files.

This process uses delivered PeopleSoft functionality with no modifications.

The contents of this session will include:
1. A big-picture overview of how the process is run daily in George Fox University Admissions office, including the following steps: Data fixing query, Run Search/Match run control, Match check query, Run Post run control, Follow-up query, Divergence query
2. How to set up Search/Match Rules
3. How to set up Search/Match Parameters
4. How to set up Transaction Management Process run controls
5. Overview of the query set ups

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Uploaded - 09-18-2020

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