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Managing PeopleSoft Prospect/Admissions Data Load Transactions

Copyright 1988, 2015, Oracle and/or its affiliates. All rights PeopleSoft Prospect/AdmissionsData Load TransactionsRelated Documentation for Prospect/Admissions data LoadTransactionsBundle 38. New SAT PDL documentation AlsoThe product documentation for PeopleTools: Integration BrokerThe product documentation for the following Campus Community features: Entity Registry Constituent Transaction Management (CTM) File Parser process Common Attribute FrameworkRelated Links"Understanding Entity Registry" ( PeopleSoft Campus Solutions : Campus Community)"Understanding CTM" ( PeopleSoft Campus Solutions : Campus Community)"Understanding the File Parser Process" ( PeopleSoft Campus Solutions.)

currently supported admissions related test score and data loads. PDL will introduce initial file mapping definition templates for currently supported test score loads which will serve as the basis for load ... Managing PeopleSoft Prospect/Admissions Data Load Transactions Chapter _

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Transcription of Managing PeopleSoft Prospect/Admissions Data Load Transactions

1 Copyright 1988, 2015, Oracle and/or its affiliates. All rights PeopleSoft Prospect/AdmissionsData Load TransactionsRelated Documentation for Prospect/Admissions data LoadTransactionsBundle 38. New SAT PDL documentation AlsoThe product documentation for PeopleTools: Integration BrokerThe product documentation for the following Campus Community features: Entity Registry Constituent Transaction Management (CTM) File Parser process Common Attribute FrameworkRelated Links"Understanding Entity Registry" ( PeopleSoft Campus Solutions : Campus Community)"Understanding CTM" ( PeopleSoft Campus Solutions : Campus Community)"Understanding the File Parser Process" ( PeopleSoft Campus Solutions.)

2 Campus Community)"Understanding Common Attribute Framework" ( PeopleSoft Campus Solutions : CampusCommunity)Understanding Prospect/ admission data Load TransactionsProspect/Admissions data Load (PDL) is an innovative tool that utilizes existing architecture andfunctionality including Constituent Transaction Management (CTM), the File Parser, Entity Registry, 3 CEvents and Triggers and the Common Attribute Framework. It is designed to provide new structures thatwill allow academic institutions to define and map almost any external file containing data that requiresstaging, search/match processing, and posting to production records.

3 This could include but is not limitedto admissions test scores, prospects , placement exams, internal academic knowledge test results, and Prospect/Admissions data Load represents a common approach for capturing externally provided testdata and other data that: Managing PeopleSoft Prospect/Admissions data Load Transactions Chapter _2 Copyright 1988, 2015, Oracle and/or its affiliates. All rights reserved. Utilizes the CTM data structures and staging components to capture bio/demo data . Utilizes the existing CTM Transaction Setup component and Transaction Management process toenable staging and posting of data .

4 Utilizes the existing CTM data Update Rules feature to enable the user to determine how existingconstituent data should be updated. Provides ability to create prospects via appropriate mapping definitions. Provides new application packages to post test scores, prospect data and other data to CampusSolutions as part of the existing Transaction Management process. Utilizes the existing Enterprise Integration Points (EIPs) to exchange data between CampusSolutions and PeopleSoft CRM for test scores, prospect data , academic interests, education data andextracurricular activities.

5 Utilizes the Common Attribute Framework to extend the existing prospect and test score recordsenabling academic institutions to store additional test and prospect data not supported in the currentstructures. Provides a security structure for the staging components to restrict access to only those Transactions auser can represents an important step towards ending your reliance on Campus Solutions continuous supportfor various existing test score load processes. Working closely with the HEUG Admissions ProductAdvisory Group, we intend to begin the evolutionary migration from currently supported test scoresto this new form of processing.

6 It is our intention that this new paradigm will be used for loading allcurrently supported admissions related test score and data loads. PDL will introduce initial file mappingdefinition templates for currently supported test score loads which will serve as the basis for loadprocedures. It is important to recognize that, as each new template for a test load is delivered; academicinstitutions will acquire the ability for responding to layout changes as announced by various _ Managing PeopleSoft Prospect/Admissions data Load TransactionsCopyright 1988, 2015, Oracle and/or its affiliates.

7 All rights ! Campus Solutions will no longer update the individual test load after its related PDL templatehas been : Prospect/Admissions data Load Transaction FlowThis diagram illustrates the Prospect/Admissions data steps for setting up, loading and posting prospect or admissions data from an external file are asfollows: Managing PeopleSoft Prospect/Admissions data Load Transactions Chapter _4 Copyright 1988, 2015, Oracle and/or its affiliates. All rights Information1. Define a data update rule based on the incoming data to beused on the Transaction Setup Define a transaction code on the Transaction Setupcomponent to be used on the file mapping Update transaction security to add the transaction codefor the appropriate users so that these users can view thedata in the Prospect/Admissions Staging and ConstituentStaging components under the Student Recruiting.

8 Prospect/Admissions data Mgmt Update the appropriate Common Attribute Frameworkrecord context via the Record Context component to add orremove common attributes for additional data you want tostore for your prospects or test Configuring PDL SetupSee "Setting Up CTM Transaction Security" (PeopleSoftCampus Solutions : Campus Community)5. Optional: Assign a 3C Event ID to your transaction codeon the 3C Event ID Setup page to assign 3Cs to each personrecord processed. Also, review and modify the Prospect Setuppage if you are using a calculated field to assign a recruitingcenter to an incoming prospect Setting Up Prospect Configuration6.

9 Define a File Parser field conversion profile for yourexternal file, if needed, to convert external field values tointernal field Define a File Parser context definition for your external fileto indicate the staging records you will populate in the properparent-child Define a File Parser file mapping definition to map thefields on the external file to the records defined on the Run the File Parser process to load the external file to thestaging records based on the file mapping Setting Up File Parser for PDL10. Run the Transaction Management process for yourtransaction code to perform search/match and post staged the discussion on Transaction Management process in theCampus Community Constituent Transaction Use the Constituent Staging and Prospect/AdmissionsStaging components to review records that were not postedbased on search/match rules or validation logic.

10 Determineif new record should be created or existing record updated. Resolve any validation Reviewing and Editing Staged PDL TransactionsSee the discussion on Constituent Staging component in theCampus Community Constituent Transaction Manually post individual records or run the TransactionManagement process again to post remaining records that werereviewed on the Constituent Staging and Prospect/AdmissionsStaging manually posting individual records:See the discussion on Constituent Staging component in theCampus Community Constituent Transaction posting in batch.


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