Difference between revisions of "Data Conversion Cleanup"
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[[File:NA994 Example 2021.pdf|thumb|center]] | [[File:NA994 Example 2021.pdf|thumb|center]] | ||
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== '''Report Export Sample''' == | == '''Report Export Sample''' == |
Revision as of 16:17, 26 March 2021
Contents
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. |
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
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 |