SCT Banner Finance / Release Guide / 7.0

Section 3 Common Matching - FunctionalOverviewSection 3Common Matching - FunctionalThis enhancement is new for Release 7.0.OverviewWhat is Common Matching?This section provides high-level information about the Common Matching process.For detailed information, please refer to the General 7.0 Release Guide.Common Matching is a process that will help your institution create and managebasic person records. Basic person is a generic term that refers to people (persons) andcompanies (non-persons). Basic person information includes:• Name/ID• Address• Telephone• E-mail• Biographical informationThe Common Matching process checks for existing identification records before anew one is added to the database. Common Matching also provides a mechanism toadd new records to the Banner database and update existing ones.Common Matching is an option that can be set by institutions on the GUAINSTform. If this is option is selected, you can decide which users, if any, are exempt fromthis process.The Common Matching process is invoked when you attempt to add a new user tothe database, either by entering a new ID or by using the Generate ID button.Common Matching uses rules you set up to determine which Banner records mightbe a duplicate of the one being entered. There are three possible results:1. The record is new. No match has been found on the database. The record canbe created without any additional processing, and Banner will assign a newPIDM to it.2. A match is found for the record. Common Matching has found one, and onlyone, Banner record that matches the record based on the rules. The newCommon Matching Entry Form (GOAMTCH) appears with the Match tabJanuary 2005 Finance Release 7.0Confidential Release Guide 29