CUID - ODI/EDQ Review Process - Amazon Web … · Web viewThe user would log into the ‘Oracle Enterprise Data Quality’ system by entering their assigned Username and Password

New Mexico Common Unique Identifier (CUID) Project

Department of Workforce Solutions

Use Case: CUID - ODI/EDQ Review Process

NMDWS CUID

DOCUMENT REVISION HISTORYDate Version Responsible Reason for Revision

07/16/2018 0.01 K Hawley-Bird Initial Draft

7/17/2018 0.02 K Hawley-Bird Updated per Sankaran’s comments.

7/23/2018 0.03 K Hawley-Bird Updated per 7/19/2018 CUID meeting.

7/31/2018 0.04 K Hawley-Bird Updated Match Rules based on latest Technical meeting.

8/24/2018 0.05 K Hawley-Bird Removed Home Telephone Number and Gender from EDQ Review process. They are not part of the EDQ Review process per Suraj.

9/10/2018 0.06 K Hawley-Bird Changed DWS to VOSS and UIA to DWS.

Added ‘No Match’ rule specifics (DOB and Last Name 3 characters and First Name 3 characters).

Removed invalid Matrix rows due to needing at least the SSN, DOB, or Name to match. Everything else goes in with a unique CUID.

Updated screens and screen flow.

9/27/2018 0/07 K Hawley-Bird Updated ‘No Match’ information. ODI will not show the records in the ‘No Match’ cluster when the EDQ decision is ‘No Match’. The end result is the same.

CUID - ODI/EDQ Review Process

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Table of Contents1 BREIF DESCRIPTION..................................................................42 ACTORS....................................................................................43 PRE-CONDITIONS......................................................................44 POST-CONDITIONS....................................................................45 MAIN FLOW..............................................................................4

5.1 MATCHING MATRIX.................................................................106 BUSINESS LOGIC – MAIN FLOW................................................107. CONFIGURABLE BUSINESS RULES..........................................128 SCREEN FLOW.........................................................................139 SCREEN LAYOUTS...................................................................14

SUMMARY – LIST OF SCREENS...........................................................149.1 SCREEN 1 – ORACLE ENTERPRISE DATA QUALITY LOGIN SCREEN.........159.2 SCREEN 2 – MATCH REVIEW SCREEN...........................................189.3 SCREEN 3 – MATCH REVIEW – MATCH STATUS, REVIEW STATUS, AND RULES SECTIONS SCREEN................................................................209.4 SCREEN 4 – REVIEW QUEUE SCREEN............................................299.5 SCREEN 5 – MATCH REVIEW – 100% COMPLETE SCREEN..................38

10 INTEGRATION POINTS...........................................................4711 INTERFACES.........................................................................4712 REPORTS..............................................................................4713 CORRESPONDENCE...............................................................4714 WORKFLOW.........................................................................4815 SECURITY.............................................................................4816 ASSISTIVE CONTENT.............................................................4817 OTHER NOTES......................................................................4818 ACTIVITY DIAGRAM...............................................................4819 EXHIBITS..............................................................................49

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1 BREIF DESCRIPTION

In order to achieve compliance with the Common Unique Identifier (CUID) component of the new Workforce Innovation and Opportunity Act (WIOA) Performance Reporting system, the incoming records from the following agencies are matched using an automated process to compare WIOA Core Program partner data and create and maintain a Common Unique Identifier.

Department of Workforce Solutions (VOSS) Higher Education Department (HED) Department of Vocational Rehabilitation (DVR) Commission for the Blind (CFB) Unemployment Insurance (DWS)

The ODI/EDQ Review Queue process is used to review and match records that did not have a match during the automated matching process but may be a true match.

2 ACTORS

This use case interacts with the following actor:

Assigned Staff

3 PRE-CONDITIONS

The following conditions must be met in order to trigger this use case:

Incoming Agency files have been received.

4 POST-CONDITIONS

This use case results in the user determining and assigning a match or no match result for the records in the EDQ Review Queue.

5 MAIN FLOW

The main flow of this use case describes the scenario the user takes when accessing the records in the EDQ Review Queue.

1. The input files are loaded into the ODI/EDQ system.

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2. The ODI/EDQ system processes the incoming agency records with the data in the CUID database.

3. The ODI/EDQ system first compares the following primary fields to determine if there is a match with another incoming records or CUID data:

SSN First Name Last Name Date of Birth

4. The ODI/EDQ system determines the results based on the following scenarios:

Match Rule Criteria Match Percentage

Result

All Match SSNs match DOBs match First Name and the Last Name match

100 Match

DOB and Full Name Match, SSN CED 1

DOBs match First and Last names match SSNs match except one number

95 Match

SSN and DOB Match, Full Name CED 1

SSNs match DOBs match First and Last Names match except for one

character

90 Match

SSN and DOB Match, Full Name CED 2

SSNs match DOBs match First and Last names match except for two

characters.

80 Match

SSN and Full Name Match, DOB Similar

SSNs match First and Last Names match DOBs similar - the Day and Month, Day and

Year, or Month and Year have been reversed

80 Match

SSN Match, DOB Similar, Full Name CED 2

SSNs match DOBs similar - the Day and Month, Day and

Year, or Month and Year have been reversed.

First and Last names match except for two characters.

70 Review

SSN Match, Nothing else

SSNs match DOBs do not match First and Last names do not match.

50 Review

DOB and Full DOBs match 45 Review

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Match Rule Criteria Match Percentage

Result

Name Match, SSN CED 2

First and Last names match SSNs match except for two digits

No Match DOBs match First Name three characters match Last Name three characters match SSNs do not match

0 No Match

5. If the records did not fall into the above ‘Match Rules’, the system will automatically assign a CUID to the record and will not be part of the EDQ Review.

6. If the records are part of a ‘Match Rule’ with a match percentage greater than 79%, the system automatically matched the records and will be assigned a CUID in the next process step.

6.1. The records in the ‘Match Rule’, with a match percentage greater than 79%, can be viewed in the EDQ Review but will not be part of the EDQ Review process.

7. The user would review the records with a ‘Match Rule’ match percentage less than 80%, in the EDQ Review Queue and determine if the records are a match or not a match.

8. Below are the fields the user will use to match a record during the review process. They are in the order of importance.

SSN First Name Last Name Date of Birth Address Line 1 Address Line 2 City State ZIP Code Email Address Cell Telephone Number

9. The review process is a judgement call based on the information provided. The user should use the following steps to determine if there is a possible match.

9.1. SSN – If the SSNs match, place an ‘X’ in the ‘SSN’ column on the ‘Matching Matrix’. If the SSNs do not match, review the SSNs for the following:

Missing digit (e.g. 123456789 vs 12345678) Transposed digits (e.g. 123456789 vs 123546789) One or two different digits (e.g. 123456789 vs 123446788)

Conclusion: If the SSNs fits one of the above variations, place an ‘X’ in the ‘SSN’ column on the ‘Matching Matrix’.

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9.2. First Name – If the first names match, place an ‘X’ in the ‘First Name’ column on the ‘Matching Matrix’. If the first names do not match, review the First Names for the following:

Misspelled or different version of the same name (e.g. Katie vs Katy) Variation of the name (e.g. Kat vs Katherine or William vs Bill). Keep in mind

all of the possible nicknames for a particular first name. Only an initial for the first name but the first initial matches the first name in

the other records (e.g. V vs Victor). This should be used in conjunction with the Last Name to be considered a possible match.

First and last name have been reversed (e.g. First Name as Last Name and Last Name as First Name).

Conclusion: If the First Names fits one of the above variations, place an ‘X’ in the ‘First Name’ column on the ‘Matching Matrix’.

9.3. Last Name - If the last names match, place an ‘X’ in the ‘Last Name’ column on the ‘Matching Matrix’. If the last names do not match, review the Last Names for the following:

Misspelled or different version of the same name (e.g. Byrd vs Bird) Last name is hyphenated and part of the last name is similar to the other last

name (e.g. Smith-Jones vs Smith or Jones). Hyphen missing for a version of the name (Smith-Jones vs Smith Jones or

Smithjones) Quote missing for a version of the name (e.g. O’Neil vs Oniel or ONiel) Tilde missing from the name (e.g. Juañ vs Juan) First and last name have been reversed (e.g. First Name as Last Name and Last

Name as First Name).

Conclusion: If the Last Names fits at least one of the above variations, place an ‘X’ in the ‘Last Name’ column on the ‘Matching Matrix’.

9.4. Date of Birth - If the date of birth matches, place an ‘X’ in the ‘Date of Birth’ column on the ‘Matching Matrix’. If the date of births do not match, review the Date of Births for the following:

Month and Year match but the day is 01 The Day or Year has been transposed (e.g. 06/12/1980 vs 06/21/1980 or

06/12/1980 vs 06/12/1908) The Day and Month have been switched (e.g. 06/12/1980 vs 12/06/1980) The Day and Year have been switched (e.g. 06/12/2001 vs 06/01/2012) The Month and Year have been switched (e.g. 06/12/2001 vs 01/12/2006) Missing century (e.g. 7/1/1980 vs 7/1/80)

Conclusion: If the Date of Birth fits at least one of the above variations, place an ‘X’ in the ‘Date of Birth’ column on the ‘Matching Matrix’.

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9.5. Address Line 1 - If the Address Line1s match, place an ‘X’ in the ‘Address Line 1’’ column on the ‘Matching Matrix’. If the Address Line 1s do not match, review the Address Line 1s for the following:

Street name abbreviations (e.g. Ct vs Court, Ln vs Lane, St vs Street, etc). Street numbers have been transposed (e.g. 121 vs 112). Street numbers are off by one number (e.g. 122 vs 123). Street number missing but the street name is the same (e.g. 123 Main vs

Main). Quadrant is different (e.g. NE vs SE). Street name is misspelled (e.g. Osuna vs Osuan) Street name numbers are not spelled out vs spelled out (e.g. 1st vs First)

Conclusion: If the ‘Address Line 1’ fits at least one of the above variations, place an ‘X’ in the Address Line 1 column on the ‘Matching Matrix’.

9.6. Address Line 2 - If the Address Line 2s match, place an ‘X’ in the ‘Address Line 2’ column on the ‘Matching Matrix’. If the Address Line 2s do not match, review the Address Line 2s for the following:

Abbreviations (e.g. Apt vs Number vs Suite). Transposed numbers (e.g. 12 vs 21). Contains City, State, or ZIP Code. Verify the information with the City, State,

and ZIP Code in other records to consider if there is a possible match.

Conclusion: If the Address Line 2s fits at least one of the above variations, place an ‘X’ in the ‘Address Line 2’ column on the ‘Matching Matrix’.

9.7. City - If the City names match, place an ‘X’ in the ‘City’ column on the ‘Matching Matrix’. If the City names do not match, review the City names for the following:

Transposed letters (e.g. Albuquerque vs Albuqeurque) Misspelled City names (e.g. Las Cruces vs Los Cruces) Abbreviated City name (e.g. Albuq vs Albuquerque) Misplaced in another address field.

Conclusion: If the City names fits at least one of the above variations, place an ‘X’ in the ‘City’ column on the ‘Matching Matrix’.

9.8. State - If the State names match, place an ‘X’ in the ‘State’ column on the ‘Matching Matrix’. If the State names do not match, review the State names for the following:

Transposed letters (e.g. NM vs MN) Misspelled State Names (e.g. New Mexico vs New Mexcio) Abbreviate State Names (e.g. NM vs New Mexico), Incorrect abbreviations (e.g. IA vs IO or AL vs AK or ME vs MA, etc.) Misplaced in another address field.

Conclusion: If the State names fits at least one of the above variations, place an ‘X’ in the ‘State’ column on the ‘Matching Matrix’.

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9.9. ZIP Code - If the ZIP Codes match, place an ‘X’ in the ‘ZIP Code’ column on the ‘Matching Matrix’. If the ZIP Codes do not a match, review the ZIP Codes for the following:

Transposed number (e.g. 87110 vs 87101) One digit incorrect (e.g. 87110 vs 87111) Missing ZIP Code (e.g. 87109 vs no ZIP Code). Five-digit versus ten-digit (e.g. 87109 vs 871092323) Punctuation missing from ten-digit ZIP Code (e.g. 871092323 vs 87109-

2323) Misplaced in another address field.

Conclusion: If the ZIP Codes fits at least one of the above variations, place an ‘X’ in the ‘ZIP Code’ column on the ‘Matching Matrix’.

9.10. Email Address - If the Email Addresses match, place an ‘X’ in the ‘Email Address’ column on the ‘Matching Matrix’. If the Email Addressed do not match, review the Email Address for the following:

Transposed letters in the local portion (e.g. ksmith vs ksmiht) Transposed letters in the domain prefixes (e.g. gmail vs gmali) Misspelled domain prefixes (e.g. gmail vs gmale) Different domain prefixes (e.g. gmail vs hotmail) Transposed letters in the domain suffixes (e.g. com vs cmo) Misspelled domain suffixes (e.g. com vs cam) Different domain suffixes (e.g. net vs com)

Conclusion: If the Email Addresses fits at least one of the above variations, place an ‘X’ in the ‘Email Address’ column on the ‘Matching Matrix’.

9.11. Cell Telephone Number – If the Cell Telephone numbers match, place an ‘X’ in the ‘Cell Telephone Number’ column on the ‘Matching Matrix’. If the Cell Telephone numbers do not match, review the Cell Telephone numbers for the following:

Missing digits (e.g. 5052229090 vs 505222909) Transposed digits (e.g. 5052229090 vs 5052229009) Difference area code (e.g. 5052229090 vs 5152229090) Missing area code (e.g. 5052229090 vs 2229090)

Conclusion: If the Cell Telephone numbers fits at least one of the above variations, place an ‘X’ in the ‘Cell Telephone Number’ column on the ‘Matching Matrix’.

10. After the similar records have been reviewed and the user has found matches, the user would use the ‘Matching Matrix’ to determine a ‘Match’ or ‘No Match’.

10.1. The ‘X’ in each column represents that based on the information above, the column had a match.

10.2. The ‘Result’ column will indicate if the records were a ‘Match’ or ‘Judgement Call’. If the combination is not found in the below table, consider it a ‘No Match’.

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11. If the records are part of a ‘No Match’ rule with a match percentage greater than 0%, the system automatically assigns the records with a CUID in the next process step. The user cannot review these records.

5.1 Matching MatrixSSN

First

Name

Last

Name

Date of

Birth

Address 1

Address 2

City

State

ZIP

Code

Cell

Number

Email

Address

Result

X X X X Match

X X X Match

X X X X X X X Match

X X X X X X X X Match

X X X X X X X X Match

X X X Judgement Call

X X X X Match

X X X X Match

X X X Match

X X X X Match

X X X X Match

X X X X X X X Match

12. In the EDQ Review process, the user would select the correct result from a drop down list and add a comment to justify the selection.

13. Main Flow ends.

6 BUSINESS LOGIC – MAIN FLOW

1. After the files have been processed and the EDQ Review Queue has been updated, the user accesses the ‘Match Review Tool’ application on their computer.

2. The user would log into the ‘Oracle Enterprise Data Quality’ system by entering their assigned Username and Password and selecting the ‘OK’ action button. Refer to Screen 1 in the Screen Layouts section of this use case.

3. Upon successful login, the system displays the ‘Match Review’ screen. Refer to Screen 2 in the Screen Layouts section of this use case.

4. The user selects the bottom ‘CUID_Process_Match’ icon under ‘Reviews’ on the left-hand side of the ‘Match Review’ screen.

4.1. The system displays the ‘Matching Status, Review Status, and Rules’ of the agencies matching input records. Refer to Screen 3 in the Screen Layouts section of this use case.

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4.2. The user would select the ‘Awaiting Review’ link in the ‘Review Status’ selection to start the review process.

5. The system displays the ‘Review Queue’ screen with the first group of records. Refer to Screen 4 in the Screen Layouts section of this use case

6. The user views the records and determines if there is a ‘Match’ or ‘No Match’ by following the steps below:

6.1. The user selects the ‘Highlight Difference’ action button to highlight the differences in the records. This makes it visually easier to determine the matched and unmatched data.

6.2. The user selects the ‘Decision’ dropdown in the ‘Relationship’ section and selects ‘Match’ or ‘No Match’.

6.3. The user enters a comment explaining their decision.

6.4. The user selects the ‘Next’ arrow, on the top left side of the screen, to go to the next set of records.

7. The user can fix a previous record by selecting the ‘Previous’ arrow, on the top left side of the screen.

7.1. Return to Step 6 of this flow.

8. After all of the records are reviewed from the ‘Awaiting Review’, the user would close the ‘Review Queue’ screen. Refer to Screen 5 in the Screen Layouts section of this use case.

9. The Match Review screen will show no records in the ‘Awaiting Review’ and show the status as 100% compete. Refer to Screen 5 in the Screen Layouts section of this use case.

10. The records are processed and loaded to the CUID database.

11. The incoming records are matched with the CUID database and an Output file is created and sent to the Agency. Refer to the ‘CUID Agency Incoming and Outgoing Files SRI’ for more information

12. If there is an error in the input data, the record does not go through the ODI/EDQ process. An Output Error file is created and sent to the Agency. Refer to the ‘CUID Agency Incoming and Outgoing Files SRI’ for more information.

13. Business Logic – Main Flow ends.

7. CONFIGURABLE BUSINESS RULES

No configurable business rules have been identified for this use case.

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8 SCREEN FLOW

The following diagram illustrates the screen flows for this use case:

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9 SCREEN LAYOUTS

Summary – List of Screens

9.1 Screen 1 – Oracle Enterprise Data Quality Login Screen9.2 Screen 2 – Match Review Screen9.3 Screen 3 – Match Review – Match Status, Review Status, and Rules Sections Screen9.4 Screen 4 – Review Queue Screen9.5 Screen 5 – Match Review – 100% Complete Screen

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9.1 Screen 1 – Oracle Enterprise Data Quality Login Screen

The ‘Oracle Enterprise Data Quality Login’ screen is displayed when the user selects the ‘Match Review Tool’ application on their computer.

Title Tag: Oracle Enterprise Data Quality Login

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The following table provides an explanation of each of the screen elements found on the aforementioned screen:

Screen Element Field Type Description Validation Logic Data

SourceTab

Order Alt Tags

Login IP Text System displays ‘Login to XXX.XXX.XX.XXX.

System

Minimize Action button

System displays the minimize action symbol.

If selected, the window is minimized.

System

User select

1

Close Action button

System displays the close action symbol.

If selected, the window is closed.

System

User select

2

ORACLE Title System displays ‘ORACLE’. System

Oracle Enterprise Data Quality

Section Header

System displays ‘Oracle Enterprise Data Quality’.

System

Username Label / Textbox

System displays ‘Username’ and allows the user to enter their username.

Required

If after selecting ‘OK’ and the Username is invalid, the system displays an error.

System

User select

3

Password Label / Textbox

System displays ‘Password’ and allows the user to enter their password.

Required

If password does not correspond to the Username entered, the system displays an error.

System

User input

4

OK Action Button

System displays the ‘OK’ action button and allows the user to select the action button.

If selected, the system validates the username and password entered.

System

User select

5

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SourceTab

Order Alt Tags

If the credentials are invalid, the system displays an error message.

If the credentials are valid, the system displays the ‘Match Review’ screen.

Cancel Action Button

System displays the ‘Exit’ action button and allows the user to select the action button.

If selected, the system closed the window.

System

User select

6

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9.2 Screen 2 – Match Review Screen

The ‘Match Review’ screen is displayed when the user enters valid credentials on the ‘Oracle Enterprise Data Quality Login’.

Title Tag: Match Review

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Screen Element Field Type Description Validation Logic Data Source

Tab Order

Alt Tags

Match Review Header System displays ‘Match Review’ header.

System

Minimize Action button System displays the minimize action symbol.


System

User select

1

Maximize Action button System displays the maximize action symbol.

If selected, the window is maximized.

System

User select

2

Close Action button System displays the close action symbol.


System

User select

3

ORACLE / Match Review

Sub-Header System displays ‘ORACLE’. System

Reviews Section Header System displays ‘Review’ section header.

System

CUID_Process_Match Action Button System displays the ‘CUID_Process_Match’

If selected, the system displays the ‘Matching Status, Review Status, and Rules’ of the agencies matching input records.

System

User select

4

Footer Text System displays ‘Logged in as [username] on Month DD, YYYY HH:MM:SS AM/PM MDT/MST’

System

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9.3 Screen 3 – Match Review – Match Status, Review Status, and Rules Sections Screen

The ‘Match Review’ screen with the ‘Match Status, Review Status, and Rules’ sections is displayed when the user selects the ‘CUID_Process_Match’ icon.

Title Tag: Match Review – Match Status, Review Status, and Rules Sections

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SourceTab

Order Alt Tags


System




System

User select

1

Maximize Action button

System displays the maximize action symbol.


System

User select

2

Close Action button



System

User select

3


Sub-Header

System displays ‘ORACLE’. System

Reviews Section Header

System displays ‘Review’ section header.

System

CUID_Process_Match Action Button

System displays the ‘CUID_Process_Match’.

System

User select

4

CUID_Process_Match Section Header

System displays ‘CUID_Process_Match’ section header.

System

Percent Complete Message System displays the percent System

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SourceTab

Order Alt Tags

complete.

Launch Review Application

Hyperlink System displays ‘Launch Review Application’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Review Queue’ screen.

System

User select

4 Launch Review Application

Percent Complete Meter System displays the percent complete meter.

System

Matching Status Section Header

System displays ‘Matching Status’ section header.

System

Relationship Type Sub-header

System displays ‘Relationship Type’ sub-header.

System

Relationships Sub-header

System displays ‘Relationships’ sub-header.

System

Automatic Match Hyperlink System displays ‘Automatic Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Automatic Match’ records.

System

User select

5 Automatic Match

Automatic Match Text System displays the number of ‘Automatic Match’ relationships.

System

Match Hyperlink System displays ‘Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Match’ records.

System

User select

6 Match

Match Text System displays the number of ‘Match’ relationships.

System

No Match Hyperlink System displays ‘No Match’ hyperlink If selected, the system System 7 No Match

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SourceTab

Order Alt Tags

and allows the user to select the hyperlink.

displays the ‘No Match’ records.

User select

No Match Text System displays the number of ‘No Match’ relationships.

System

Possible Match Hyperlink System displays ‘Possible Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Possible Match’ records.

System

User select

8 Possible Match

Possible Match Text System displays the number of ‘Possible Match’ relationships.

System

Pending Hyperlink System displays ‘Pending’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Pending Match’ records.

System

User select

9 Pending

Pending Text System displays the number of ‘Pending’ relationships.

System

Review Status Section Header

System displays ‘Review Status’ section header.

System

Review Type Sub-header

System displays ‘Review Type’ sub-header.

System



System

Awaiting Review Hyperlink System displays ‘Awaiting Review’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Awaiting Review’ records.

System

User select

10 Awaiting Review

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SourceTab

Order Alt Tags

Awaiting Review Text System displays the number of ‘Awaiting Review’ relationships.

System

User Reviewed Hyperlink System displays ‘User Review’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘User Review’ records.

System

User select

11 User Reviewed

User Reviewed Text System displays the number of ‘User Review’ relationships.

System

No Review Required Hyperlink System displays ‘No Review Required’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘No Review Required’ records.

System

User select

12 No Review Required

No Review Required Text System displays the number of ‘No Review Required’ relationships.

System

Rules Section Header

System displays ‘Rules’ section header.

System

Rule Name Sub-header

System displays ‘Rule Name’ sub-header.

System



System

Unresolved Sub-header

System displays ‘Unresolved’ sub-header.

System

All Match Hyperlink System displays ‘All Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘All Match’ records.

System

User select

13 All Match

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SourceTab

Order Alt Tags

All Match Text System displays the number of ‘All Match’ relationships.

System

All Match Text System displays the number of ‘All Match’ unresolved.

System


Hyperlink System displays ‘DOB and Full Name Match, SSN CED 1 hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘DOB and Full Name Match, SSN CED 1’ records.

System

User select

14 DOB and Full Name Match, SSN CED 1


Text System displays the number of ‘DOB and Full Name Match, SSN CED 1’ relationships.

System


Text System displays the number of ‘DOB and Names match no SSN is CED 1’ unresolved.

System

SSN & DOB Match, Full Name CED 1

Hyperlink System displays ‘SSN & DOB Match, Full Name CED 1’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN & DOB Match, Full Name CED 1’ records.

System

User select

15 SSN & DOB Match, Full Name CED 1


Text System displays the number of ‘SSN & DOB Match, Full Name CED 1’ relationships.

System


Text System displays the number of ‘SSN & DOB Match, Full Name CED 1’ unresolved.

System


Hyperlink System displays ‘SSN & DOB Match, Full Name CED 2’ hyperlink and allows the user to select the

If selected, the system displays the ‘SSN & DOB Match, Full Name CED 2’

System

User select


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SourceTab

Order Alt Tags

hyperlink. records.



System



System

SSN &Full Name Match, DOB Similar

Hyperlink System displays ‘SSN & Full Name Match, DOB Similar’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN & Full Name Match, DOB Similar’ records.

System

User select

17 SSN & Full Name Match, DOB Similar

SSN & Full Name Match, DOB Similar

Text System displays the number of ‘SSN & Full Name Match, DOB Similar’ relationships.

System


Text System displays the number of ‘SSN & Full Name Match, DOB Similar’ unresolved.

System


Hyperlink System displays ‘SSN Match, DOB Similar, Full Name CED 2’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN Match, DOB Similar, Full Name CED 2’ records.

System

User select

18 SSN Match, DOB Similar, Full Name CED 2


Text System displays the number of ‘SSN Match, DOB Similar, Full Name CED 2’ relationships.

System


Text System displays the number of SSN Match, DOB Similar, Full Name CED 2’ unresolved.

System

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SourceTab

Order Alt Tags


Hyperlink System displays ‘SSN Match, Nothing else’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN Match, Nothing else’ records

System

User select

19 SSN Match, Nothing else


Text System displays the number of ‘SSN Match, Nothing else’ relationships.

System


Text System displays the number of ‘SSN Match, Nothing else’ unresolved.

System


Hyperlink System displays ‘DOB and Full Name Match, SSN CED 2’ hyperlink and allows the user to select the hyperlink.


System

User select


DOB and Con Name Match, SSN CED 2


System


Text System displays the number of ‘DOB and Full Name Match, SSN CED 2’ unresolved.

System

No Match Hyperlink System displays ‘No Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘No Match’ records.

System

User select

21 No Match


System

No Match Text System displays the number of ‘‘No Match’ unresolved.

System

Footer Text System displays ‘Logged in as System

27


NMDWS CUID


SourceTab

Order Alt Tags

[username] on Month DD, YYYY HH:MM:SS AM/PM MDT/MST’

28


NMDWS CUID

9.4 Screen 4 – Review Queue Screen

The ‘Review Queue’ screen is displayed when the user selects a link on the ‘Match Review’ screen.

Title Tag: Review Queue

29


NMDWS CUID



SourceTab

Order Alt Tags

Matching Records Review – CUID-Match\Advanced Match

Header System displays ‘Matching Records Review – CUID-Match\Advanced Match’ header.

System




System

User select

1




System

User select

2

Close Action button



System

User select

3

Beginning Action button

System displays the beginning action button.

If selected, the system displays the first record.

System

User select

4

Previous Action button

System displays the previous action button.

If selected, the system displays the previous record.

System

User select

5

Next Action button

System displays the next action button.

If selected, the system displays the next record.

System

User select

6

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NMDWS CUID


SourceTab

Order Alt Tags

End Action button

System displays the ending action button.

If selected, the system displays the last record.

System 7

Previous Page Action button

System displays the previous page action button.

If selected, the system displays the previous page (Match Review Screen).

System 8

Viewing group 1 of 1 Text System displays ‘Viewing group 1 of 1’.

System

Filter Action button

System displays the filter action button.

If selected, the system allows the user to enter filter criteria in the ‘Filter Groups’ section.

System

User select

9

Excel Action button

System displays the filter action button.

If selected, the system downloads the records to Excel and opens the spreadsheet.

System

User select

10

Additional groups are available for loading

Text System displays ‘Additional groups are available for loading’.

System

Review Tab System automatically opens the ‘Review’ tab.

System

Filter Groups Sub-header

System displays ‘Filter Groups’ sub-header.

System

Look For Text / Text box

System displays ‘Look For’ and a free-form text box.

System

User input

11

Search In Text / System displays ‘Search In’ and a System 12

31


NMDWS CUID


SourceTab

Order Alt Tags

Dropdown dropdown of the available columns to search.

User select

Status/Rule Dropdown System displays a dropdown of the possible statuses or types to search.

System

User select

13

Condition Dropdown System displays a condition dropdown.

System

User select

14

Status/Rule Dropdown System displays a dropdown of the possible statuses or types that correspond to the ‘Status’ or ‘Rule’ selected in the previous dropdown.

System

User select

15

Subtract Action Button

System displays the ‘-‘ action button and allows the user to removed filter criteria.

If selected, the filter condition is removed.

System

User select

16

Add Action Button

System displays the ‘+‘ action button and allows the user to add filter criteria.

If selected, a new filter condition line is displayed added.

System

User select

17

Find Action Button

System displays the ‘Find’ action button.

If selected, the system locates and displays the records that match the criteria entered in the Filter Groups section.

System

User select

18

Clear Action Button

System displays the ‘Clear’ action button.

If selected, the system clears the criteria entered in the Filter Groups section.

System

User select

19

32


NMDWS CUID


SourceTab

Order Alt Tags

Use OR Logic Text / Checkbox

System displays ‘Use OR logic’ text and checkbox.

If selected, the system displays the records that match any of the filter criteria.

System

User select

20

Case Sensitive Text / Checkbox

System displays ‘Case Sensitive’ text and checkbox.

If selected, the system displays the records that match the filter criteria considering the case (upper case versus lower case).

System

User select

21

Exact Match Text / Checkbox

System displays ‘Exact Match’ text and checkbox.

If selected, the system displays the records have an exact match to the filter criteria.

System

User select

22

Highlight Differences

Action Button

System displays the ‘Highlight Differences’ action button.

If selected, the system highlights the records columns that are different.

System

Records Section Header

System displays the ‘Records’ section header.

System

Row Text System displays the record row column.

System

Internal ID Text System displays ‘Internal ID’ column header and record Internal ID data.

System

Match Group Text System displays ‘Match Group’ column header and record Match Group data.

System

SSN Text System displays ‘SSN’ column header and record SSN data.

System

33


NMDWS CUID


SourceTab

Order Alt Tags

DOB Text System displays ‘DOB’ column header and record date of birth data.

System

FNAME Text System displays ‘FNAME’ column header and record first name data.

System

LNAME Text System displays ‘LNAME’ column header and record last name data.

System

Record ID Text System displays ‘Record ID’ column header and record ID data.

System

Agency ID Text System displays ‘Agency ID’ column header and record Agency ID data.

System

Address Line 1 Text System displays ‘Address Line 1’ column header and record Address Line 1 data.

System

Address Line 2 Text System displays ‘Address Line 2’ column header and record Address Line 2 data.

System

City Text System displays ‘City’ column header and record City data.

System

State Text System displays ‘State’ column header and record State data.

System

ZIP Code Text System displays ‘ZIP Code’ column header and ZIP code data

System

Email Address Text System displays ‘LNAME’ column header and last name data

System

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NMDWS CUID


SourceTab

Order Alt Tags

Cell Number Text System displays ‘LNAME’ column header and last name data

System

Relationships Section Header

System displays ‘Relationships’ section header.

System

Auto-select relationships based on search

Text / Checkbox

System displays ‘Auto-select relationships based on search’ text and a checkbox.

If selected, the system automatically selects only those relationships that meet your stated filter criteria (e.g. example, those created by a specific match rule).

System

User select

23

Record 1 Text System displays ‘Record 1’ column header and record 1 data.

System

Group 1 Text System displays ‘Group 1‘ column header and record Group 1 data.

System

Record 2 Text System displays ‘Record 2’ column header and record 2 data.

System

Group 2 Text System displays ‘Group 2‘ column header and record Group 1 data.

System

Asterisk Text

Match Rule Text System displays ‘Match Rule‘ column header and record Match Rule data.

System

Score Text System displays ‘Score‘ column header and record Score data.

System

Review Status Text System displays ‘Review Status‘ column header and record Review

System

35


NMDWS CUID


SourceTab

Order Alt Tags

Status data.

Decision Text / Dropdown

System displays ‘Decision‘ column header and Decision dropdown. User selects the appropriate decision based on the data.

The dropdown contains the following Decision options:

Match No Match Possible Match Pending

System

User select

24

User Text System displays ‘User’ column header and the user that made the decision.

The column is blank until after the user makes a selection.

System

Date Text System displays ‘Date’ column header and the date the decision was made.

The column is blank until after the user makes a selection.

System

Comment Icon System displays the speech bubble icon column header and a green plus sign icon.

If the green plus sign icon is selected, the system opens a comment box. The user should enter the reason for the decision selected.

When a comment has been added to a relationship, the green plus icon changes to a speech bubble.

If the speech bubble is selected, the system displays all the comments on the relationship, and to add or delete comments.

System

User select / input

25

Calendar Icon System displays the ‘Calendar’ icon. System

36


NMDWS CUID


SourceTab

Order Alt Tags

Search Checkbox System displays the checkbox for auto select relationships based on search.

If selected, the system automatically selects only those relationships that meet your stated filter criteria (e.g. those created by a specific match rule).

System

User select

37


NMDWS CUID

9.5 Screen 5 – Match Review – 100% Complete Screen

The ‘Match Review – 100% Complete’ screen is displayed when the user has completed all of the ‘Awaiting Review’ records and closed the ‘Review Queue’ window.

Title Tag: Match Review – 100% Complete

38


NMDWS CUID



SourceTab

Order Alt Tags


System




System

User select

1




System

User select

2

Close Action button



System

User select

3


Sub-Header

System displays ‘ORACLE’. System

Reviews Section Header

System displays ‘Review’ section header.

System

CUID_Process_Match Action Button

System displays the ‘CUID_Process_Match’.

System

User select

4

CUID_Process_Match Section Header

System displays ‘CUID_Process_Match’ section header.

System

Percent Complete Message System displays ‘100% Complete’ System

39


NMDWS CUID


SourceTab

Order Alt Tags

complete.

Launch Review Application

Hyperlink System displays ‘Launch Review Application’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Review Queue’ screen.

System

User select

4 Launch Review Application

Percent Complete Meter System displays the percent complete meter as all green.

System

Matching Status Section Header

System displays ‘Matching Status’ section header.

System

Relationship Type Sub-header

System displays ‘Relationship Type’ sub-header.

System



System

Automatic Match Hyperlink System displays ‘Automatic Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Automatic Match’ records.

System

User select

5 Automatic Match

Automatic Match Text System displays the number of ‘Automatic Match’ relationships.

System

Match Hyperlink System displays ‘Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Match’ records.

System

User select

6 Match

Match Text System displays the number of ‘Match’ relationships.

System

No Match Hyperlink System displays ‘No Match’ hyperlink If selected, the system System 7 No Match

40


NMDWS CUID


SourceTab

Order Alt Tags

and allows the user to select the hyperlink.

displays the ‘No Match’ records.

User select


System

Possible Match Hyperlink System displays ‘Possible Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Possible Match’ records.

System

User select

8 Possible Match

Possible Match Text System displays the number of ‘Possible Match’ relationships.

System

Pending Hyperlink System displays ‘Pending’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Pending Match’ records.

System

User select

9 Pending

Pending Text System displays the number of ‘Pending’ relationships.

System

Review Status Section Header

System displays ‘Review Status’ section header.

System

Review Type Sub-header

System displays ‘Review Type’ sub-header.

System



System

Awaiting Review Hyperlink System displays ‘Awaiting Review’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘Awaiting Review’ records as ‘0’.

System

User select

10 Awaiting Review

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NMDWS CUID


SourceTab

Order Alt Tags

Awaiting Review Text System displays the number of ‘Awaiting Review’ relationships.

System

User Reviewed Hyperlink System displays ‘User Review’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘User Review’ records.

System

User select

11 User Reviewed

User Reviewed Text System displays the number of ‘User Review’ relationships.

System

No Review Required Hyperlink System displays ‘No Review Required’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘No Review Required’ records.

System

User select

12 No Review Required

No Review Required Text System displays the number of ‘No Review Required’ relationships.

System

Rules Section Header

System displays ‘Rules’ section header.

System

Rule Name Sub-header

System displays ‘Rule Name’ sub-header.

System



System

Unresolved Sub-header

System displays ‘Unresolved’ sub-header.

System

All Match Hyperlink System displays ‘All Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘All Match’ records.

System

User select

13 All Match

42


NMDWS CUID


SourceTab

Order Alt Tags

All Match Text System displays the number of ‘All Match’ relationships.

System

All Match Text System displays the number of ‘All Match’ unresolved.

System


Hyperlink System displays ‘DOB and Full Name Match, SSN CED 1 hyperlink and allows the user to select the hyperlink.


System

User select




System


Text System displays the number of ‘DOB and Names match no SSN is CED 1’ unresolved.

System


Hyperlink System displays ‘SSN & DOB Match, Full Name CED 1’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN & DOB Match, Full Name CED 1’ records.

System

User select




System



System


Hyperlink System displays ‘SSN & DOB Match, Full Name CED 2’ hyperlink and allows the user to select the

If selected, the system displays the ‘SSN & DOB Match, Full Name CED 2’

System

User select


43


NMDWS CUID


SourceTab

Order Alt Tags

hyperlink. records.



System



System

SSN &Full Name Match, DOB Similar

Hyperlink System displays ‘SSN & Full Name Match, DOB Similar’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN & Full Name Match, DOB Similar’ records.

System

User select

17 SSN & Full Name Match, DOB Similar


Text System displays the number of ‘SSN & Full Name Match, DOB Similar’ relationships.

System


Text System displays the number of ‘SSN & Full Name Match, DOB Similar’ unresolved.

System


Hyperlink System displays ‘SSN Match, DOB Similar, Full Name CED 2’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN Match, DOB Similar, Full Name CED 2’ records.

System

User select

18 SSN Match, DOB Similar, Full Name CED 2


Text System displays the number of ‘SSN Match, DOB Similar, Full Name CED 2’ relationships.

System


Text System displays the number of SSN Match, DOB Similar, Full Name CED 2’ unresolved.

System

44


NMDWS CUID


SourceTab

Order Alt Tags


Hyperlink System displays ‘SSN Match, Nothing else’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘SSN Match, Nothing else’ records

System

User select

19 SSN Match, Nothing else


Text System displays the number of ‘SSN Match, Nothing else’ relationships.

System


Text System displays the number of ‘SSN Match, Nothing else’ unresolved.

System


Hyperlink System displays ‘DOB and Full Name Match, SSN CED 2’ hyperlink and allows the user to select the hyperlink.


System

User select




System


Text System displays the number of ‘DOB and Full Name Match, SSN CED 2’ unresolved.

System

No Match Hyperlink System displays ‘No Match’ hyperlink and allows the user to select the hyperlink.

If selected, the system displays the ‘No Match’ records.

System

User select

21 No Match


System

No Match Text System displays the number of ‘‘No Match’ unresolved.

System

Footer Text System displays ‘Logged in as System

45


NMDWS CUID


SourceTab

Order Alt Tags

[username] on Month DD, YYYY HH:MM:SS AM/PM MDT/MST’

46


NMDWS CUID

10 INTEGRATION POINTS

This use case does not interact with any use cases:

11 INTERFACES

This use case has the following interface.

Interface Name Description

CUID Agency Incoming and Outgoing Files This interface intakes the following agencies data and creates a Common Unique Identifier (CUID) for records that match. The CUID is sent back to the agencies.

Department of Workforce Solutions (DWS) - VOSS Data Higher Education Department (HED) Department of Vocational Rehabilitation (DVR) Commission for the Blind (CFB) Unemployment Insurance (UIA)

12 REPORTS

No reports have been identified for this use case.

13 CORRESPONDENCE

No correspondence has been identified for this use case.

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NMDWS CUID

14 WORKFLOW

No workflow actions have been identified for this use case

15 SECURITY

The following table lists all security function groups for this use case.

Function Group Description Screens Actor

ODIEDQReviewQueue This function group allows user to access the CUID ODI/EDQ Review Queue

All Assigned Staff by Case Management

16 ASSISTIVE CONTENT

This use case does not contain assistive content.

17 OTHER NOTES

There are no other notes.

18 ACTIVITY DIAGRAM

There is no Activity Diagram for this use case.

48


NMDWS CUID

19 EXHIBITS

There are no exhibits for this use case.

49


Documents

CUID - ODI/EDQ Review Process - Amazon Web … · Web viewThe user would log into the ‘Oracle Enterprise Data Quality’ system by entering their assigned Username and Password