Bridge Matching - Using Unique Student Key and On Profile Data Change

[HRAGANBC]

TICKET TO RETRIGGER SFAS DATA SYNC

Story Description As a ministry user, I want the system to recognize newly updated SFAS or SIMS info and re-engage the SFAS bridge file to look for matches and import data appropriately. This way, if I get a notification of a partial match and work with the student to align both profiles any data bridge information can then be matched to the newly made FULL match. We also want to make sure if the student data changes in SIMS, we continue to capture any PY totals on applications, study period overlap and restrictions.

Acceptance Criteria:

• [ ] When we check for a profile match on SIN verification and find a successful match (Last/DOB/SIN), do all regular processes AND store the unique student id key sfas_individuals.id ((with date of match?))

• [ ] On Last Name/SIN/DOB change in SIMS and there has not been a full match (Last/DOB/SIN) previously, attempt to match Bridge File information for a matching individual record based on the new information.

  • [ ] If No Match: Do nothing
  • [ ] If Partial: Do regular note to profile/ministry email
  • [ ] If Full Match:
    • [ ] Do regular note to profile & import any provincial restrictions
    • [ ] Reassess any current PY applications to capture any program year limits not otherwise accounted for. "Legacy system reassessment"
    • [ ] Notification to ministry/student like regular full match

• [ ] On Update to Last Name/DOB/SIN for a sfas_individuals.id, we also need to recheck for a match if it is NOT already associated with a SIMS profile.

  • [ ] Follow the same process above based on matches found.

Context:

• Under the current build of the bridge file, SIMS will reference the SFAS data table only upon SIMS account creation, therefore if there is a lack of alignment between legacy and SIMS profile data that is resolved (e,g. by updating SFAS info) after SIMS profile is created, no link will be created and no date will be imported.

Solution could be to have a button available on a student profile which triggers another check with the SIMS DB SFAS_table, and allowing a new 'link' to be made.

[CarlyCotton]

@Joshua-Lakusta please review. I've written it to be addressed from updates on BOTH sides.

[CarlyCotton]

FYI @lewischen-aot

Removed the following ACs based on discussion. The window of time between these processes and the new bridge process running (to assign the student id link) is limited and within our control to adjust.

• [x] During a legacy match search (msfaa/program year total/overlap/overawards/restrictions), if the SIMS student does NOT already have an identified match attempt another search for a perfect match (DOB/Last name/SIN).
  • [x] If perfect match found, associate the SIMS student to the sfas_individual.

[CarlyCotton]

@lewischen-aot

Closing the ticket. Josh & I saw additional demo on this involving an overlap and are happy to move forward with it.