Setting Up Data Update Rules Entry

Access the Data Update Rule Entry page (Set Up SACR, and then System Administration, and then Utilities, and then Constituent Transaction Mgmt, and then Data Update Rule Entry).

Create a data update rule based on the incoming constituent data from your file layout. Determine if/how the constituent data should be updated if it already exists for the person in the core campus records.

Academic institutions require different rules for updating constituent data based on a transaction and the affiliation the institution has with the constituent. For example, you may define one rule based on the incoming data from TOEFL and a different rule based on the incoming data from PTE as the data you receive from each testing agency differs. Additionally, you may want to override the TOEFL rule if the constituent is already an applicant. The Data Update Rule Entry component allows this flexibility. The system uses these rules when it posts a transaction.

To be consistent with existing CTM processes that update this data, the following table describes the data update rules for these entities:

Entity	Rules
Academic Interests	If data exists on ADM_INTRST_HDR for an existing EMPLID and ACAD_CAREER and the max ADM_INTRST_HDR.EFFDT is not equal to %Date, a new row is inserted with EFFDT = %Date. Rows are inserted into ADM_INTERESTS for each academic interest populated on SCC_STG_ADMINT. PRIORITY is populated based on ADM_INTRST_HDR.USE_PRIORITY. If data exists on ADM_INTRST_HDR for an existing EMPLID and ACAD_CAREER and the max ADM_INTRST_HDR.EFFDT is equal to %Date, a row is not inserted into ADM_INTRST_HDR. Rows will be inserted into ADM_INTERESTS only where SCC_STG_ADMINT.EXT_SUBJECT_AREA does not exist on ADM_INTERESTS for the current effective date. If ADM_INTRST_HDR.USE_PRIORITY is Y, the max ADM_INTEREST.PRIORITY is determined and incremented to the next number when new rows are inserted.
External Academic Data	A new data number (EXT_DATA_NBR) is inserted to EXT_ACAD_DATA if the EXT_ORG_ID on the staging record SCC_STG_ACADHST exists on the core record ACAD_HISTORY. The max EXT_DATA_NBR existing on EXT_ACAD_DATA is determined and incremented to the next number on insert. All child records are populated with the same EXT_DATA_NBR that is inserted on EXT_ACAD_DATA if the field exists on the child record. Exception: For the record EXT_DEGREE, if data exists on EXT_DEGREE where DESCR, DEGREE_DT, DEGREE_STATUS and LS_DATA_SOURCE = data from staging record (SCC_STG_EXTDEGR), a new row is not inserted.
General Materials	A new record is always inserted. The max GENL_MATL_NBR is determined and new incremented to the next number when new rows are inserted.
Test Score	If SCC_STG_TEST.TEST_ID does not exist on STDNT_TEST for the EMPLID, a new row is inserted along with any child rows (STDNT_TEST_COMP). If the following elements on STDNT_TEST_COMP match the elements on the staging record SCC_STG_TESTCMP, update Score, Percentile and Date Loaded regardless of the previous score reported: EMPLID, TEST_ID, TEST_COMP, TEST_DT and DATA_SOURCE. If there is not an existing row on STDNT_TEST_COMP that matches on EMPLID, TEST_ID, TEST_COMP, TEST_DT, DATA_SOURCE, a new row is inserted.

From September 2020, when processing ACT CSV files make sure these entities are listed and activated in Default Update Rule (DEFAULT_UPDATE_RULE):

Test ID ACT Assessment (SCC_STG_TESTDT)
Test Score (SCC_STG_TEST)
Test Score Component (SCC_STG_TESTCMP)

If these entities aren’t included in Default Update Rule, then:

Go to Set Up SACR, and then System Administration, and then Entity, and then Entity Registry .
Search for each entity.
- Test ID ACT Assessment (SCC_STG_TESTDT)
- Test Score (SCC_STG_TEST)
- Test Score Component (SCC_STG_TESTCMP)
For each entity, click it to access its Entity Registry page.
Select Apply Data Update Rule.
From Actions, select Sync Entity.
Click Save, then repeat steps 2 to 6 for the other entities.
Go to Set Up SACR, and then System Administration, and then Utilities, and then Constituent Transaction Mgmt, and then Data Update Rule Entry, then click Search.
From the results, select Default Update Rule.
Click Refresh. You should see a message that the entities have been added.
While you’re on the Data Update Rule Entry page, locate Personal Details, Test ID ACT Assessment, Test Score and Test Score Component.
For each entity, in Update Action, select Update/Insert.
Save your changes.