Data Conversion Cleanup

Overview of NA994

Various data cleanup will be needed prior to loading data into the Next-Gen application. This data cleanup is needed due to the enhanced checks and balances implemented in the Next-Gen solution. When applicable the data conversion tasks will be identified with an active/inactive column so CEF staff can focus on the active records

Report Criteria Example

Report Criteria Fields

Field	Description
File name	Enter location where comma delimited data conversion tasks will be written to
Update	Check when wanting to update DDI designated cleanup

Print Options

After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.

Option	Description
Printer	Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise
Format	Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page
Memo	If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension
View Report	This option generates a pdf file that is displayed on the screen when the report is generated
Archive Report	If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer
Print Report	If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen
Print via PDF	Prints directly to your printer.
Email	This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient
Duplex/Top	Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur
Duplex/Side	Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur
Green bar	Adds shaded, horizontal bars to the report, making it easier to read across columns
No dialog	Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated
Extra copies	If you want extra copies of the report generated, type the number in this field

Report Sample

Report Export Sample

File:NA994 Example 2021.xlsx

Data Conversion Scenarios

Category	Label	Summary	Owner
Account	naacct.addr-num EQ 0	Edit account with a proper address number	CEF
Account	naacct.addr-num does not exist	Edit account with a proper address number	CEF
Attachments	Attachment size exceeds sharepoint allowed size	Pinpoint attachments exceeding sharepoint size limit of 25 MB	CEF
Insurance	Blank illnins.agent-pin	Edit insurance with proper agency constituent pin	CEF
Insurance	Invalid illnins.agent-pin	Edit insurance with proper agency constituent pin	CEF
Insurance	Blank illnins.company-pin	Edit insurance with proper company constituent pin	CEF
Insurance	Invalid illnins.company-pin	Edit insurance with proper company constituent pin	CEF
Investment	XXXX contains orphaned iltypetier records	Investment tiers exist pointing to investment types NOT tagged as Tier Type	DDI
Investment	Investment number is NOT unique	Convey extent of re-use of investment number, no actual cleanup needed	DDI
Investment	Investor account ownership and constituent count mismatch	Conveys combinations where number of constituents listed on investor account differs from investment ownership code, review and consider modifications to conversion script	CEF
Investment	Investor account ownership is blank	Edit investor account with proper ownership code	CEF
Investment	Investment ownership differs from account ownership	Edit investment with proper ownership code	CEF
Investment	Outlandish ilsaleshead.end-dt	Edit state sales end date, often times caused by typo when entering in effectively blank end date	CEF
Loan	Blank illoan.amort-term	Edit loans with amortization term 1 or greater	CEF
Loan	Mismatched illntype cash-acct and dep-cash-acct	Consider editing both disbursement cash account and deposit cash account to explicit cash accounts	CEF
Loan	illntype.descr is not unique	Edit loan type descriptions to insure uniqueness since description used as Next-Gen key value	CEF
Name/Address	nacminfo.pin does not exist	If non-zero pin then edit contact records and point to proper constituent pin, if zero pin then rule out whether contact only records will be converted to Next-Gen	CEF
Name/Address	names.addr-num EQ 0	Edit constituent with a proper address number	CEF
Name/Address	names.addr-num does not exist	Edit constituent with a proper address number	CEF
Name/Address	names.lstname exceeds 50 characters	Edit constituent with with a name less than allowed number of characters	CEF
Name/Address	names.fstname exceeds &1 characters	Edit constituent with with a name less than allowed number of characters	CEF
Name/Address	names.name exceeds &1 characters	Edit constituent with with a name less than allowed number of characters	CEF
Name/Address	Phone number contains alpha characters	Remove alpha characters from phone contact record	CEF
Name/Address	Individual first name longer than normal	See if constituent record and name type is mis-classified (ie Individual name but storing a non-individual like name text)	CEF
Name/Address	Individual last name longer than normal	See if constituent record and name type is mis-classified (ie Individual name but storing a non-individual like name text)	CEF
Name/Address	Investor with blank taxid	Edit constituent with proper taxid value	CEF
Name/Address	Inconsistent tax-exempt values	Rectify inconsistencies between name level TAXN ai code and individual/church/organization level tax-exempt flag	CEF
Name/Address	Inconsistent 403(b) settings	Rectify inconsistencies between 403(b) investment type descriptions, 403(b) investor account values, and IRA info record. A data cleanse script may need to be written to properly handle supposed 403(b) transaction made to non 403(b) investment types	DDI
Transaction	Multiple iltrans.entry-dt in same year	Two or more group of investment/loan YTD transactions occur in the same year. A data cleanse script will need to be written to edit the YTD transactions with the proper transaction date	DDI
Transaction	iltrans.tran-dt more than one year after iltrans.entry-dt	Transactions found where entry date and transaction date different exceeds more than 1 year, will require data cleanse script to update records with proper transaction date	DDI