Product: Omatic Cloud

Description: This solution provides an overview of creating a formula to process related records.

Environment: Raiser's Edge NXT

Versions: All

Answer:


When integrating related records, Omatic Cloud can help ensure those relationships are correctly matched, by allowing you to search for existing Related Record Matches during your processing.


Requirements

To enable Related Record Matching in your formula, the data set must include sufficient identifying information for both the Primary and Secondary Records:

  • Primary: Id number or email or name
  • Secondary: Id number or email or name


Note: The following information is tailored to Raiser's Edge NXT.  Click here to see more detail about Salesforce-specific configuration tips.


Mapping

When mapping your data fields in the formula, you will need to map to the Relationship Object.



Now you will map your Primary Record and Secondary Relationship in the mapping area. If you're unsure about which fields should be mapped, practice manually creating a related record in Raiser's Edge, and take note of which fields contain data.


Tip: it's also a good idea to save your progress when you've completed the mapping, before moving on to other formula decisions.


Matching

Potential matches for both Primary Records and Relationship Records are currently identified as any record that matches on First AND Last, OR Email Address, OR Lookup ID, OR Alias Value.


Triage

Triage rules apply to both Records in each Related Record set. The Triage rules will apply to each Record individually, but where they are routed for review will depend on the combined readiness of both:

  • If the incoming row does not contain relationship data, the Primary record will be routed to the appropriate review bucket, just like any other single-record formula behaves.

  • If the incoming row contains a relationship, and both Records meet your rules for "Ready," the Related Record set will be routed to the Ready bucket.

    You can tell which Ready records have an accompanying Relationship by looking for the second set of summary fields and the note about a secondary Relationship. In this example, all New records are treated as Ready, so 0% matches are queued up to send:

  • If the incoming row contains two Records, and either "Needs Attention," the pair will be routed to the Related Records bucket for review (see below).


Reviewing Related Record Sets

The Related Records bucket will be similar to your other Needs Attention buckets, but there are some additional features to allow you to make matching decisions on either (or both) records.

You will start in a summary grid that gives you an overview of all of the data. 

From here, you can sort or search before clicking "Review" to enter a focused view of the Related Records. The focused view will present you with matching and data difference decisions for each Contact, as needed.


Primary Record:

Secondary Record:



Finally, you will see a summary of your matching selections:


You will need to complete all decisions related to a particular Record Set before moving on to the next pair. The focused view will allow you to continue making decisions on subsequent Record Sets until you decide to to take a break or have completed the list by clicking
Cancel or Close.