Educational Opportunity Service (EOS)

Delivered Transaction Code: SAD_EOS

Modify the delivered transaction as follows:

  • Update the data update rule with one defined by your institution based on your constituent data update policies.

  • Search/Match Setup: Update the search parameter, search result codes and update rules based on your institution’s needs.

File Parser Field Conversion Definition Template: SAD_EOS

Conversion examples have been delivered for the following fields:

  • Gender based on incoming Gender value.

  • Racial/Ethnicity based on incoming Racial/Ethnicity value.

  • Admit Term based on incoming Year of H.S. Graduation value.

  • Academic Program based on incoming Intended College Major value.

  • Academic Plan based on incoming Intended College Major value.

  • Academic Interest based on incoming Intended College Major value.

Each of these conversions may need to be modified based upon your internal values. Either create a new field conversion definition or copy the delivered definition and modify as needed.

Context Definition Template: SAD_EOS

Review the delivered template and determine if any records need to be added. Modify this delivered version. It will be used on the File Mapping Definition component. Create a copy before doing so to keep an original version. If you choose to use a copy of a delivered context definition and reference the copied version in your file mapping definition, the system forces you to redefine the file layout and file mapping setup.

File Mapping Definition Template: SAD_EOS_PROSPECTS

This file mapping definition can be used to create prospects, populate test scores and supporting data such as academic interests. You will need to make changes to this delivered template to reflect institution defined default values. Before doing so, make a copy of the delivered template.

File Definition Tab:

Important:

Leave the context definition as SAD_EOS. If you change this, all the file layout and mapping setup will disappear.

Modify the conversion definition to the one you have created.

Change the delimiter if needed based on your file characteristics.

File Layout Tab: Review this tab to ensure the fields appear in the exact order as that of the EOS layout you are using.

Mapping Tab:

The default values for the following fields will need to be reviewed and probably modified depending upon your institution’s business practices:

  • SCC_STG_CONSTIT.SCC_TRANSAC_CD

  • SCC_STG_NAMES.NAME_TYPE

  • SCC_STG_ADDR.ADDRESS_TYPE

  • SCC_STG_EMAIL.E_ADDR_TYPE

  • SAD_PDL_HDR_STG.SCC_TRANSAC_CD

  • SCC_STG_STD_CAR.ACAD_CAREER

  • SAD_PRS_CAR_STG.ACAD_CAREER

  • SAD_PRS_CAR_STG.INSTITUTION

  • SAD_PRS_CAR_STG.ADM_REFRL_SRCE

  • SAD_PRS_CAR_STG.RECRUITING_STATUS

  • SAD_PRS_PRG_STG.ACAD_CAREER

  • SAD_PRS_PRG_STG.INSTITUTION

  • SAD_PRS_PRG_STG.RECRUITING_STATUS

  • SAD_PRS_PLN_STG.ACAD_CAREER

  • SAD_PRS_PLN_STG_PRG.INSTITUTION

  • SAD_STG_PRS_CAF.ACAD_CAREER

  • SAD_STG_PRS_CAF.INSTITUTION

  • SCC_STG_ADMIHD.ACAD_CAREER

  • SCC_STG_ADMINT.ACAD_CAREER

Calculated Fields: The following calculated fields have been delivered for EOS:

  • SCC_STG_CONSTIT.BIRTHDATE - Removes zeros from birthdate which are delivered if the Birthdate in position 160 is blank or invalid.

  • SCC_STG_NAMES.LAST_NAME_SRCH - Removes all special characters and puts the field into upper case.

  • SCC_STG_NAMES.FIRST_NAME_SRCH - Removes all special characters and puts the field into upper case.

  • SCC_STG_ADDR.COUNTRY - Uses the incoming value from Country Code in position 127 to determine the three character Country value to populate from COUNTRY_TBL.

  • SCC_STG_ADDR.STATE - Populates incoming State field value starting at position 116 when the country is USA. Populates incoming Canadian Province field value starting at position 130 when the country is CAN. For other countries, the STATE field is not populated.

  • SCC_STG_ADDR.POSTAL - Populates incoming ZIP Code + 4 field starting at position 118 when the country is USA. Populates incoming Non U.S. Postal Code field starting at position 132 when the country is CAN or other countries.

  • SAD_PRS_CAR_STG.ADM_RCR_CTR - Looks at the prospect setup you have defined to determine recruiting center. If you don’t set up the Prospect Setup page, you will need to change this to a default recruiting center.

  • SAD_PRS_CAR_STG.LAST_SCH_ATTEND - Uses the incoming value from High School Code Number in position 175 to determine the EXT_ORG_ID to populate based on the EXT_ORG_TBL_ADM.ACT_CODE.

  • SCC_STG_ADMINT.DESCR - Derive the academic interest description based on the External Subject Area populated.

Common Attribute Framework:

The following sample common attributes have been delivered for the incoming field indicated. These attributes should be associated with the ADM_PRSPCT_CAR record context:

  • EOS_MOBILITY_INDEX - Mobility Index

  • EOS_PERRANK_MOBINDEX - Percentile Rank Mobility Index

  • EOS_INST_TYPE_INDEX - Institution Type Index

  • EOS_PERRANK_INSTINDEX - Percentile Rank Inst Type Index

  • EOS_SEL_INDEX - Selectivity Index

  • EOS_PERRANK_SELINDEX - Percentile Rank Selectivity Index

  • EOS_INST_SIZE_INDEX - Institution Size Index

  • EOS_PERRANK_INSTSZINDEX - Percentile Rank Inst Size Index

Set up additional common attributes for other fields that have not been mapped on the File Mapping Definition component. Add each new attribute to the SAD_TESTDT record context. In addition to creating the common attribute and adding them to the record context, you will need to add rows for each common attribute on the File Mapping Definition component. Additional fields that were not mapped include:

  • Purchase ID

  • Occupational Choice

  • State Code

To complete the setup for the delivered common attributes, see: