| Top of ENR | Index | Table of Contents | Feedback | ![]() |
ENRF5900 - Merge Person with Two IDs
| Purpose | To merge the records of a student with two ID numbers into one ID number. | |
| SubSystem | Enrolments | |
| Normally Run By | Enrolment Specialist | |
| Anticipated Frequency | As required | |
| Structure | Blocks | Merge IDs |
| Merge Table Name | ||
| Information | ||
| Action Choice | ||
| Buttons | Determine Actions | |
| Preview Merged Data | ||
| Merge Person IDs | ||
A person may be inadvertently recorded in the system under two (or more) ID numbers. This form is used to run a process which copies data from one of the ID numbers (Obsolete ID) into a single set of data under the other number (Current ID). Merge IDs block The Merge IDs
block is used to record the two ID numbers that are to be merged. Click on the Determine
Actions button to display details of the data to be merged and available actions about how the data can be merged. Merge Table Name block When the Determine Actions button is selected, Callista determines which database tables from both ID numbers are involved in the merge process and displays their Descriptions in this block. Each of these tables can be selected in turn to view the actions to be performed on the data they contain. Information block The Information block describes the information contained under both IDs prior to the merge process. Based on the information displayed here, choices are made as to the actions to be performed during the merge process. Not all data has to be merged. Where data relating to two students is recorded under one ID, it is possible to selectively merge this data into the two correct IDs by performing this process twice, once for each current ID. The block contains four fields, the fields on the left displaying information about data under the obsolete ID, the fields on the right displaying information about data under the current ID. The scroll bar on the extreme left is active when more than two information records exist for a merge table. The scroll bars to the right of each field are active when an information record occupies more than three lines of text. Action Choice block When information is highlighted in the Information block, the proposed actions to be performed are displayed in the Action Choice block. The choice is then made as to whether or not to perform the action by selecting or deselecting the Perform Action check box. (Default is selected for all actions). Where the system determines that an action is not possible, the reason is displayed in the Action Choice block and the Perform Action check box is deselected. Data that has been marked to be merged (via the Perform Action checkbox) can be viewed by clicking on the Preview Merge Data button which generates a CSV file that can be opened by any spreadsheet program. The CSV file will contain data to be merged for the tables displayed in the Information block, along with data to be merged on their associated child tables. A user can then analyse the contents of the CSV file to assist them with merge decisions. The CSV has the following columns with values separated by a comma:
The CSV file is named ENRF5900_preview_<Obsolete ID>_<Current ID>_<Current Date>_<Current Time>.csv When all actions have been decided, the Merge Person IDs button is selected to perform the process. Successfully merged records are automatically saved and cannot be 'undone'. If the merge is unsuccessful, it is most likely because some data under the Obsolete ID conflicts with data under the Current ID. Callista provides detailed messages which enable the user to determine the reasons for the failed merge and take action to either:
Where a merge is unsuccessful, the Obsolete and Current Records remain in their pre-merge state. |
The Merge IDs block contains:
The Merge Table Name block contains:
The Information block contains:
The Action Choice block contains:
|
Rules/Notes:
|
To
merge the records from two ID numbers under one of those numbers using this form:
If the merge process is unsuccessful, error messages are displayed advising of the problem. Either:
Or:
|
Rules/Notes:
It is not possible to merge two IDs in BOTH directions, and an obsolete ID cannot subsequently be merged with another ID. When the merge process fails to copy any part of the obsolete data to the current ID, the whole process 'fails' and no obsolete data is transferred. Callista can identify many instances where data cannot be merged and reports on each in the Action Choice block. The Perform Action check box is automatically deselected in these cases. If the merge process fails, solutions should be sought from those action choices with the Perform Action check box selected. In most cases validations are disabled when merge data is inserted. Some tables can only be merged after other related tables have been successfully merged, for example, Student Unit Attempt data must be merged before Student Unit Attempt Outcomes can be merged. When some tables are merged their related child records will also be merged, for example, Admission Application data. The data that is merged (i.e. data that is copied from the Obsolete ID to the Current ID) is written to the log. There is also a 'Post-Merge Review' CSV file that can be generated at this stage as well. For tables that include Start and End Date fields, options may be available to allow the records to be be merged in various ways. See the Tables with Effective Dates section, below. Note:
|
Copy Disability Type details from Obsolete to Current:
| PERSON_ID | DISABILITY TYPE | |
|---|---|---|
| 1234 | MOBILITY | Obsolete ID |
| 2468 | SIGHT | Current ID |
The merged records will be:
| PERSON_ID | DISABILITY TYPE | |
|---|---|---|
| 1234 | MOBILITY | Obsolete |
| 2468 | MOBILITY | Current ID |
| 2468 | SIGHT | Current ID |
An Alternate ID record of Person ID Type OBSOLETE will be created for the Current Student.
An Alternate ID record of Person ID Type M-I will be created for the Obsolete Student.
Person Addresses are effective-dated and cannot be merged if the merge would result in a date overlap within an Address Type or within Correspondence Addresses. The merge process manages this by automatically end-dating Person Addresses during the merge.
If both the obsolete person and current person records have open-ended dates and the obsolete record start date is before the current record start date date then the option is available to copy the obsolete person data and end-date it (as day before Current Person Address Start Date ).
Obsolete Person Address| ADDR TYPE | START_DT | END_DT | ADDR_LINE_1 |
|---|---|---|---|
| HOME | 01/01/2009 | Level 1, 17 Madden St. |
| ADDR TYPE | START_DT | END_DT | ADDR_LINE_1 |
|---|---|---|---|
| HOME | 01/01/2010 | Level 4, 27 Brougham St. |
| ADDR TYPE | START_DT | END_DT | ADDR_LINE_1 |
|---|---|---|---|
| HOME | 01/01/2009 | 31/12/2009 | Level 1, 17 Madden St. |
| HOME | 01/01/2010 | Level 4, 27 Brougham St. |
If both the obsolete person and current person records have open-ended dates and the current record start date is before the obsolete start date date then the option is available to copy the obsolete person data and end-date the current date (as the day before the obsolete person address start date).
Obsolete Person Address| ADDR TYPE | START_DT | END_DT | ADDR_LINE_1 |
|---|---|---|---|
| HOME | 01/01/2010 | Level 1, 17 Madden St. |
| ADDR TYPE | START_DT | END_DT | ADDR_LINE_1 |
|---|---|---|---|
| HOME | 01/01/2009 | Level 4, 27 Brougham St. |
| ADDR TYPE | START_DT | END_DT | ADDR_LINE_1 |
|---|---|---|---|
| HOME | 01/01/2009 | 31/12/2009 | Level 4, 27 Brougham St. |
| HOME | 01/01/2010 | Level 1, 17 Madden St. |
Note: There are many other tables with effective dates are they are typically managed in a similar way to Person Addresses.
Applicant Records
Alternate Person ID Applicant IDs for the Obsolete Person are removed once they have been copied to the Current Person.
If the Current ID has a CHESSN with a status of Active or Provisional, the Obsolete student CHESSN will not be copied across to the current person ID regardless of the status of the obsolete ID.
If the current ID doesn't already have a CHESSN of Provisional or Active but the obsolete ID does, then the CHESSN against the obsolete ID is set to Inactive and the CHESSN in it's pre-inactive state is copied to the current ID.
If the chessn for the obsolete person is inactive then it is not copied to the current ID.
If the current ID has a government citizenship status of 4,5 or 9 then the CHESSN is not copied from the obsolete ID. The CHESSN should remain as it is against the obsolete ID and so no actions are taken.
If a CHESSN has an outstanding request it is not copied from the obsolete to the current id. It is left against the obsolete id in it's current form.
For further details on CHESSN processing in Callista, go to the CHESSN/HEIMS pages listed in the Admissions Subsystem page.
Merged Data
Data from the following tables may be merged during this process. In some cases data in child tables will also be merged.
e.g. When data from the STUDENT_PROGRESSION_CHECK table is merged then data from the related STUDENT_PRG_COURSE, STUDENT_PRG_UNIT_SET, STUDENT_PRG_UNIT and STUDENT_PRG_RULE_CHECK may also be merged.
The following table lists the database tables included in the merge process along with actions available for data on each of the tables. Tables are listed in the order they are processed
Description |
Table |
Action Outcomes |
Student Todo |
STUDENT_TODO |
|
Student Course Attempt |
STUDENT_COURSE_ATTEMPT |
|
Student Status |
STUDENT_COURSE_HECS_OPTION |
|
Student Course Attempt Enrolment |
STUDENT_CRS_ATMPT_ENR |
|
SCA_ENR_STEP |
|
|
SCA_ENR_STEP_METHOD |
||
Alternate Person ID |
ALTERNATE_PERSON_ID |
|
Person Alias |
PERSON_ALIAS |
|
Outgoing Correspondence |
OUTGOING_CORRESPONDENCE |
|
Person Notes |
PERSON_NOTE |
|
Student Unit Attempt |
STUDENT_UNIT_ATTEMPT |
|
Person Statistics |
PERSON_STATISTICS |
|
Student Progression Check |
STUDENT_PROGRESSION_CHECK |
|
STUDENT_PRG_RULE_CHECK |
|
|
STUDENT_PROGRESSION_OUTCOME |
||
STUDENT_PRG_COURSE |
||
STUDENT_PRG_UNIT_SET |
||
STUDENT_PRG_UNIT |
||
Student Progression Outcome |
STUDENT_PROGRESSION_OUTCOME |
|
STUDENT_PRG_COURSE |
|
|
STUDENT_PRG_UNIT_SET |
||
STUDENT_PRG_UNIT |
||
Person Document |
PERSON_DOCUMENT |
|
Student Unit Set Attempt |
STUDENT_UNIT_SET_ATTEMPT |
|
Advanced Standing |
ADVANCED_STANDING |
|
Advanced Standing Unit |
ADV_STND_UNIT |
|
ADV_STND_UNIT_PRECEDENT |
|
|
Advanced Standing Unit Basis |
ADV_STND_UNIT_BASIS |
|
Advanced Standing Unit Level |
ADV_STND_UNIT_LEVEL |
|
ADV_STND_UN_LVL_PRECEDENT |
|
|
Advanced Standing Unit Level Basis |
ADV_STND_UNIT_LEVEL_BASIS |
|
Advanced Standing Alternate Unit |
ADV_STND_ALT_UNIT |
|
Advanced Standing Origin Instance |
ADV_STND_ORIGIN_INSTANCE |
|
Admission Application |
ADMISSION_APPL |
|
ADM_COURSE_APPL |
|
|
ADM_COURSE_APPL_INSTANCE |
||
ADM_APPL_ADM_STEP |
||
ADM_CRS_APPL_INST_CMNT |
||
ADM_CRS_APPL_INST_NOTE |
||
ADM_COURSE_APPL_INSTANCE_UNIT |
||
ACAI_ADVANCED_STANDING |
||
ACAI_ADV_STND_UNIT |
||
ACAI_ADV_STND_ALT_UNIT |
||
ADV_STND_ORIGIN_INSTANCE |
||
ACAI_ADV_STND_UNIT_PRECEDENT |
||
ACAI_ADV_STND_UNIT_LEVEL |
||
ACAI_ADV_STND_UN_LVL_PRECEDENT |
||
ADMISSION_TEST_RESULT |
||
ADMISSION_TEST_SUBSCORE |
||
ENROLMENT_CONFIRMATION |
||
ADM_APPL_ACCESS_EQUITY |
||
ADM_APPL_ADM_STEP |
||
S_PERSON_LETTER |
||
ADMISSION_APPL_LETTER |
||
ADM_APPL_LETTER_PHRASE |
||
OUT_CORRESPONDENCE_REF |
||
ADMISSION_TEST_RESULT |
||
ADMISSION_TEST_SUBSCORE |
||
ADMISSION_INTERNATIONAL_AGENT |
||
ADMISSION_INTERNATIONAL |
||
Student Unit Attempt Outcome |
STDNT_UNIT_ATMPT_OUTCOME |
|
Student Unit Attempt Assessment Item |
STDNT_UNIT_ATMPT_ASS_ITEM |
|
Applicant Portal Person Match |
AP_PERSON_MATCH |
|
Person Address |
PERSON_ADDR |
|
Person Image |
PERSON_IMAGE |
|
Person Concession |
PERSON_CONCESSION |
|
Person Disability |
PERSON_DISABILITY |
|
Person Prior Education |
PERSON_PRIOR_EDUCATION |
|
Person Statistics VET |
PERSON_STATISTICS_VET |
|
Person Encumbrance |
PERSON_ENCUMBRANCE |
|
PERSON_ENCUMBRANCE_EFFECT |
|
|
PERSON_CRS_GRP_EXCLUSION |
||
PERSON_COURSE_EXCLUSION |
||
PERSON_UNIT_EXCLUSION |
||
PERSON_UNIT_REQUIREMENT |
||
PERSON_UNIT_SET_EXCLUSION |
||
Person Service |
PERSON_SERVICE |
|
PERSON_SERVICE_MULTI_CHC_RESP |
|
|
Duplicate Person ID |
DUPLICATE_PERSON_ID |
|
Student Course Transfer |
STUDENT_COURSE_TRANSFER |
|
Student Unit Transfer |
STUDENT_UNIT_TRANSFER |
|
Student CHESSN |
PERSON_CHESSN |
|
Student Course Intermission |
STUDENT_COURSE_INTERMISSION |
|
Student Course Attempt Note |
STUDENT_CRS_ATMPT_NOTE |
|
Student Unit Attempt Note |
STUDENT_UNIT_ATMPT_NOTE |
|
Proof Of Participation |
PROOF_OF_PARTICIPATION |
|
Student Course Special Requirement |
STUDENT_CRS_SPCL_RQRMNT |
|
Enrolment Confirmation |
ENROLMENT_CONFIRMATION |
|
Australian Secondary Education |
AUS_SCNDRY_EDUCATION |
|
AUS_SCNDRY_EDU_SUBJECT |
|
|
AUS_SCNDRY_EDU_OTH_SCORE |
||
Overseas Secondary Education |
OS_SCNDRY_EDUCATION |
|
OS_SCNDRY_EDU_SUBJECT |
|
|
Tertiary Education |
TERTIARY_EDUCATION |
|
TERTIARY_EDU_UNIT_ATTEMPT |
|
|
Previous Person Institution |
PREV_PERSON_INSTN |
|
Employment Detail |
EMPLOYMENT_DETAIL |
|
Person Other Qualification |
PERSON_OTHER_QUALIFICATION |
|
Health Care Cover |
HEALTH_CARE_COVER |
|
International Visa |
INTERNATIONAL_VISA |
|
Student Appeal |
STUDENT_APPEAL |
|
STUDENT_APPEAL_DCMNT |
|
|
Student Course Attempt Delivery Group |
STUDENT_CRS_ATMPT_DELIVERY_GRP |
|
Student Course Delivery Period Override |
STUDENT_CRS_ATMPT_DP_OVRD |
|
Student Course Attempt Delivery Group UOO Override |
STUDENT_CRS_ATMPT_DG_UOO_OVRD |
|
Special Consideration Application |
SPCL_CONSIDERATION_APPL |
|
Student Load Variation |
STUDENT_LOAD_VARIATION |
|
STUDENT_LOAD_VARIATION_DCMNT |
|
|
Person Bank Account |
PERSON_BANK_ACCOUNT |
|
Person USI |
PERSON_USI |
|
| USI_PERSONAL_DETAIL |
|
|
Graduand Details |
GRADUAND |
|
GRADUAND_AWARD_CEREMONY |
|
Last Modified on 11 September, 2023 9:10 AM
History Information
| Release Information | Project | Changes to Document |
| 25.0, 25.1 & 26.0 | 2603 - eCAF Portal | Included note about eCAF records not being merged |
| 24.1 & 25.0 | 2583 - Middle Name | Added USI_PERSONAL_DETAIL under PERSON_USI |
| 24.1 & 25.0 | 2569 - Campus Transfer Application and Assessment | Included note about Campus Transfer Applications not being merged. |
| 24.1.0.0 | 2449 - Merge Enhancements | Updated the table of database tables included in the merge process and added information for Preview Merge Data function. New information also added for International Visa, Applicant ID, Correspondence Person Address, Person Statistics details and Post Merge Review |
| 20.0.0.2 | 2330 - Discount on Offer | Added PROMOTION_DISCOUNT_ID to list of merged tables |
| 15.0.0.3 | 1871 - Precedents - Part 2 | Added information about the merge process including Advanced Standing Precedent data. |
| 15.0 | 1668 - Merge ID Process | Added further information about the merge process including additional data that will now be merged |
| 12.1.0.1 | 1400 - Calipso 28759 | Updated link to Callista logo in Header |
| 12.0.0.2 | 1617 - SV - VU FEE-HELP | Added note about the inclusion of Fee Maintenance, Funding Source Exempt, and Funding Source Comments data. |
| 12.0.0.2 | 1647 - AVETMISS | Added Govt Industry Code field and note. |
| 10.0.0.0.0.0 | C20672 | Added 'Note' in first 'Rules/Note' area |