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Steps to Populate Academic History Using New Constituent Transaction Management (CTM) Functionality Documented in CS 9.2 Update Image Overview for PUM 24 to 26 (Doc ID 2896436.1)

Last updated on FEBRUARY 22, 2023

Applies to:

PeopleSoft Enterprise CS Campus Community - Version 9.2 and later
Information in this document applies to any platform.

Goal

The Constituent Transaction Management (CTM) Update mentioned in CS_9_2_UpdateImageOverview_PI24to26.pdf states the following:

Constituent Transaction Management (CTM) Update

The processing of constituent education history is updated to consider Data Update Rules when the Apply Data Update Rule check box is selected in the entity registry for the Academic History entity. Staging records are matched to any existing
production records based on the key of the production record. The Update/Action for the entity (that is, Update/Insert, Add if Blank, or Do Not Update) is then considered when making updates to External Education records for School Information,
Career, Transcript, and External Subjects/Courses/Degrees.

Based on this information, to populate Education history, the following steps would be performed:

Is that the correct and complete list of steps?

Solution

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Goal
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