Diocesan Data Validation of Integrated Data

Data Integration is the process of combining the parish data with existing information in the ParishSOFT Diocesan central database for the same parish organization ID. The goal of the process is to limit the number of duplicate families introduced into the ParishSOFT database when bringing a new parish into the system. To accomplish this, we have configured a set of matching logic to identify family records that are in both the parish data and the ParishSOFT diocesan database.  You will receive data integration reports for both the review stage and the live run of the data integration for each of your parishes.   Please refer to your Diocesan Data Integration Process Overview document for additional explanation on these reports.

You will want to review the reports provided.  From the matching detail report review both the records matched with the parish data (in green) and the records moved into the holding* organization (in pink).  As well as any records on the No Potential Match report that have been moved into the holding* organization.

1. Review a few of the records reported as matched to verify the parish census data is correctly listed under the diocesan Family DUID.
2. Review the list of unmatched records, looking for any possible data corrections you can make in your live data that will assure a match with the parish when the final data integration run is done.
   • For example, the address matches but the first names in the diocesan database are spelled differently than what is in the parish database. Updating the diocesan database to match the parish database will help to assure a match in the final data integration run.
3. Review a few of the records reported as moved to the holding* organization and verify they correctly display in the holding organization.
4. The records that are in the holding* organization may be found to:
   • Belong to the parish.
     • These records should be added to the parish after the parish goes live.
   • Belong to a different parish.
     • These records should be added to the parish after the parish goes live.
   • Match to a record in a parish database after the parish goes live.
     • The diocese will be able to merge these records.
   • If your diocese uses DDM you will want to pull a few donor records from your live data to check them against the data in the staging site.
   • Verify the giving correctly displays on the donor record under giving history.
   • Verify diocesan notes are there if any in the record.

The above steps will need to be done for each parish as their data is integrated. 

Should you find any data discrepancies please respond to the data review email and include a couple of examples for the discrepancies so we may research and resolve.  When you are satisfied that the integrated data is correct you will also respond to the data review email that you have reviewed the data and are approving for the final data integration run.  Please keep in mind the sooner both the diocese and parish review and approve the data integration review site the sooner the parish will be live in ParishSOFT.

*The diocese has two options for non-matched family records.  1) Move the records to a holding tank organization.  2) Leave the non-matched family records in the parish organization.

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April 17, 2023 18:09