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Defining Search and Match Criteria

This section discusses how to define search and match criteria for the External Award Load process.

Page Name

Definition Name

Navigation

Usage

External Award Search Match Rules

SFA_EA_SRCH_MATCH

select Set Up SACR, then select Product Related, then select Financial Aid, then select External Awards, then select Search Match Rules, then select External Award Search/Match Rules

Define search and match criteria for use by the External Award Load process.

Access the External Award Search Match Rules page (select Set Up SACR, then select Product Related, then select Financial Aid, then select External Awards, then select Search Match Rules, then select External Award Search/Match Rules).

Image: External Award Search Match Rules page

This example illustrates the fields and controls on the External Award Search Match Rules page. You can find definitions for the fields and controls later on this page.

External Award Search Match Rules page

The External Award Stage process uses the Search/Match utility when running the External Load for an external file. You create your own search/match rules and search/match parameters for each File Mapping definition. The process determines whether an existing ID matches a transaction identified within an external award data file. Each external award data file must be related to a File Mapping definition defined within the File Parser utility.

The following table lists the search fields specific to External Award Stage processing that are relevant when you are defining search/match rules.

External Award Stage Fields

Search Rule

Search Field

National ID

NationalIDRule

NATIONAL_ID

Last Name

LastNameSrchRule

LAST_NAME_SRCH

First Name

FirstNameSrchRule

FIRST_NAME_SRCH

Date of Birth

DateOfBirthRule

BIRTHDATE

Middle Name

MiddleNameRule

MIDDLE_NAME

Field or Control

Definition
No Match Found

Select Suspend or Ignore as the action for the External Award Load process to take when no match is found.
Match(es) Found

Starting from the lowest search order, select Update, Suspend, or Ignore as the action for the External Award Load process to take when a match is found. In this example, 10 is the lowest and most restrictive search rule.