SCT Banner Student / Release Guide / 7.0

Section 5 Common Matching - FunctionalMatching AlgorithmPrimary Matching LogicThe primary matching process uses Last Name/Non-Person name(SPRIDEN_SEARCH_LAST_NAME), which is a required data element for CommonMatching. If First Name (SPRIDEN_SEARCH_FIRST_NAME) or Middle Name(SPRIDEN_SEARCH_MI) are specified data elements in a rule, these will also be usedas part of the primary match for the name. In addition, if ID (SPRIDEN_ID) and/orSSN/SIN/TFN (SPBPERS_SSN) are specified data elements in a rule, they will beused as part of the primary match.The Common Matching process will use the Match Type (Indicator) setting that hasbeen established for the matching source on the Common Matching Source CodeRules Form (GORCMSC) to determine which records are to be selected in Banner.• When the Match Type (Indicator) is set to Person, person records will beselected. When GORCMSC_ENTITY_CDE is set to P, records will be selected fromSPRIDEN where SPRIDEN_ENTITY_IND is set to P.• When the Match Type (Indicator) is set to Non-Person, non-person records willbe selected. When GORCMSC_ENTITY_CDE is set to C, records will be selectedfrom SPRIDEN where SPRIDEN_ENTITY_IND is set to C.• When the Match Type (Indicator) is set to Both, person and non-person recordswill be selected. When GORCMSC_ENTITY_CDE is set to B, records will be selectedfrom SPRIDEN where SPRIDEN_ENTITY_IND is set to P or C.The following steps are used in the primary matching process:Either Step 1 or Step 2 below must be true for a record to pass the primary match. If the externalrecord fails the primary match, then the match status will be marked as new.1. If the SSN/SIN/TFN is defined for the matching source and rule prioritynumber, retrieve all records from Banner with a matching SSN/SIN/TFN.The SSN/SIN/TFN data element is defined as part of the rule, and theSPBPERS_SSN is equal to the external source SSN/SIN/TFN.2. If First Name and/or Middle Name are defined for the matching source andrule priority number, combine them with the Last Name criteria, and retrieveall records from Banner with a matching name.Note: When matching non-person records, the First and Middle Names shouldnot be included as part of the rule.(a)The following must be true:SPRIDEN_SEARCH_LAST_NAME must equal the last name on the externalsource for the specified length.Student Release 7.0 January 2005152 Release Guide Confidential