SCT Banner Student / Release Guide / 7.0

Section 5 Common Matching - FunctionalForms Used with Matching ProcessThe matching process is called when you perform a Next Block from the Data Entryblock or select the Duplicate Check button. Use the Duplicate Check button toexecute the matching process at any time during the entry of person information.Only those data elements in this form can be used for online matching rules.The Match block is automatically displayed after the matching process is completedand a match is found. This block is accessed using Next Block or the Match tab. Thedata entered remains in the Data Entry block. You can choose to clear the Matchinformation using the Clear button. You will then be returned to the Data Entryblock. The address information in the Match block displays the address type andaddress data that was matched in the matching algorithm.The Potential Matches block displays the potential matches (formerly known assuspense records) found during the search. The number of records found isdisplayed in parentheses in the tab, i.e., “Potential Matches (42)”. You can scrollthrough the potential match records to see the information in each that potentiallymatches the information in the Data Entry block.If any address fields are included in the matching rules being used, and a matchexists on the address of a potential match, then that address will be displayed for thatrecord. To see all address records for a selected potential match, select the AllAddresses pulldown list.Note: If you use GOAMTCH by itself to match a person to an existing personin Banner, and the existing person in Banner has an address of the sameaddress type (where the addresses themselves do not match), the existingBanner address will be inactivated, and the address that was entered onGOAMTCH will be inserted.If you use SAAEAPS or SRIPREL to match a person via GOAMTCH andthe same scenario exists, SRIPREL and SAAEAPS will put an end date onthe existing Banner address and then insert the new address.If the matching rule contains a row for telephone number and/or email address,and a match exists on the telephone number or email address of a potential match,then the phone number and/or email address will be displayed. The date of birthand gender will be displayed for any potential match if they exist in Banner for thepotentially matched record, regardless of whether date of birth or gender are usedin the matching rule.The Match Results field displays the result of the matching algorithm for each fieldincluded in the matching rule. This allows a user to know what data elements thematching rule was using, even if they do not have access to the Common MatchingRules Form (GORCMRL).For example, in the screen below, you can see how the data in the Birth Date andGender fields is displayed for all potential matches, even though neither field existsin the matching rules. You can also see the fields included in the matching rule inthe Match Results field: Name Match, Address Match, Email Match. In addition, you cansee all the Banner addresses for the selected potential match using the All AddressesJanuary 2005 Student Release 7.0Confidential Release Guide 157