SCT Banner Student / Release Guide / 7.0

Section 5 Common Matching - FunctionalData Loads Used with Matching ProcessData Loads Used with Matching ProcessElectronic Prospect Inquiry Form (SRIPREL)SRIPREL now uses the new GOAMTCH form and the Common Matching algorithmfor data load processing. This greatly improves the user’s ability to determine if theincoming record matches an existing Banner record.Use the following steps to resolve suspended records or to match and load newrecords from SRIPREL.1. Query for prospect records (where the Match Status is S for “suspended”), orby other parameters.2. If you want to view details about the selected record, choose the Details(SRAPREL) item from the Options Menu. If you want to use the matchingalgorithm against the selected record, then choose the Match (GOAMTCH)item from the Options Menu.3. Before you can access GOAMTCH, you will be asked to assign an ID to the newuser, either a generated ID or the person's SSN. When the data is saved, you willbe taken to GOAMTCH.4. When you enter GOAMTCH, the ID field will contain either the wordGENERATED or the selected record’s SSN. The Matching Source field willcontain the matching source code that has been assigned to the interface code,which is also assigned to the electronic prospect code of the selected record onSTVPREL.If no matching source code has been assigned to the interface code, then theMatching Source field will contain the default matching source code that hasbeen assigned to the user ID on GORCMUS. If no default source code hasbeen assigned on GORCMUS, then you will be able to select any matchingsource code from the List of Values.5. Perform a Next Block to populate the Data Entry block with all of the data forthe incoming prospect record that is present in the temporary tables.6. You can update or adjust the data in the Data Entry block if it does not meetyour institution’s data standards. These updates will be copied back to thetemporary tables and used when the prospect's record is created.7. Perform a Next Block to run the matching algorithm. The algorithm willdetermine if the incoming record is new, matched, or a potential match.8. Determine if the record is to be new or matched, and select the appropriatebutton.Student Release 7.0 January 2005160 Release Guide Confidential