SCT Banner Financial Aid / Release Guide / 7.0

Section 4 Common Matching - Functional
Changed Forms
the record in the temporary table will be copied to the temporary table used by
GOAMTCH and display in the Data Entry Window. Press the Duplicate Check
button to display a matching record (Match tab) or a listing of potential matching
records (Potential Matches) tab. If there are no records that match the rules that
you established on the Common Matching Rules form (GORCMRL), you will
receive an alert message and return to RCRSUSP.
Note: When using GOAMTCH from RCRSUSP, the Create New, Update ID,
and Clear functions have been disabled. Adding a new record or
updating data for a matched record must be done using Financial Aid
Data Load Part 3 (RCRTPxx).
If no match is found on GOAMTCH, and your school is loading New records, you
may enter the code of N in the Override field on the RCRSUSP form. The Status
field will update to New. If you are using the status of Hold at your school, and you
do not achieve a match on a record with a Hold status, leave the status as H for
matching later.
If Banner displays a single matching record under the Match tab, information will
display according to the data elements present in your rule(s) (i.e. If City is a data
element in your rule, and an address (of any address type) exists in the database that
matches the one in the temporary table, the matching address information will
display. If no address data elements are in your rule, no address information will
display in the match fields.) If you are presented with a list of potential matches, the
same student may appear in the listing more than once if you are using multiple
priority rules and the student meets more than one of your rules.
When reviewing a single matched record or multiple matching records, you may
check additional detail in the All Addresses field. You also may access selected
Banner forms by pressing the Details button on the GOAMTCH form. The Match
Priority and Match Results fields will indicate the rule used for matching and the
portions of the rule that were met or not met. It is important to study the Common
Matching algorithm to understand what constitutes a match.
Once a matching record is confirmed, press the Select ID button on the GOAMTCH
form to return the data for the matching record to the Match Results Window of the
RCRSUSP form. Banner will display data items consistent with your rule. The
address that displays on RCRSUSP will be for the address type that you specified in
your Data Load Step 1 parameters or the most recent address in the Banner
database if no address exists for the type specified during Data Load. Press the Select
ID button on RCRSUSP, and Banner will automatically update the match status and
will replace the temporary ID in the Data Load Record Window with the ID that
exists in the production database. Once you have chosen the Select ID and updated
the temporary ID, no further updates are allowed to the ID field. You may also
update the Override status to M to indicate a matched record as you have in the past
and manually update the temporary ID in the Data Load Record block to
correspond to the ID you have determined as matched. Save the record to finalize
the matching process.
If you make a mistake in changing a student’s status and wish to return to the
original status code prior to saving your update, you may change the Override status
January 2005 Financial Aid Release 7.0
Confidential Release Guide 71