An Existing Prospect Record Does Not Update to Applicant Status When an Application Record is Created (Doc ID 2162314.1)

Last updated on FEBRUARY 23, 2017

Applies to:

PeopleSoft Enterprise CS Recruiting and Admissions - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR
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Existing prospect record is not updating to Applicant status when using the Constituent Transaction Management framework.

EXPECTED BEHAVIOR
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Existing prospect record is updated to Applicant status based on parameter of Update Data configured on Installation Defaults - AD page.

STEPS
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The issue can be reproduced at will with the following steps:

  1. On the Installation Defaults - AD page, select the Update Data check box to update existing prospect records when an application record is created by navigating to Set Up SACR > Install > Admissions Installation.
  2. Load applicant data into staging records, which includes data for existing prospects.
  3. Navigate to Student Admissions > Application Transaction Mgmt > Transaction Management Process to run the Transaction Management process, which includes running search/match and posting staging records to production records.
  4. Review existing prospect record to verify that data has been updated.


BUSINESS IMPACT
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The issue has the following business impact:

Due to this issue, users cannot view application number on the Prospect Program Data page for an existing prospect who has applied.

Cause

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