The following new rule labels are delivered for use with your new group code. Group code R2B is shown here only as an example.
The R2BPUSH rule label is used to control the data that is submitted from Recruiter to Banner. This rule has three options.
• PUSH - This option loads the data to the Banner temporary tables and then matches and pushes the data to the Banner permanent tables.
• MATCHONLY - This option loads the data to the temporary tables and performs matching, but it does not push the data to the permanent Banner tables.
• LOADONLY - This option loads data to the temporary tables only. Data is not matched or pushed to the permanent Banner tables. This is the default option if the R2BPUSH rule is not found, or when the value is set to UPDATE ME.
srtprel_080507_02.sql Adds column comments srtrcmp_080507_01.sql Creates table
srtrcmp_080507_02.sql Adds column comments srtrcmp_080507_03.sql Adds Primary Key srtrcmp_080507_04.sql Adds Index Key
srtrcmp_080507_05.sql Creates an Oracle sequence srtrerr_080507_01.sql Creates table
srtrerr_080507_02.sql Adds column comments srtrerr_080507_03.sql Adds Primary Key
srtrerr_080507_04.sql Creates an Oracle sequence
Script Result
The R2BSSNSIN rule checks the Web Service Loader process to determine which identifier to load to Banner (SSN or SIN) if both exist in Recruiter and are submitted to Banner. The options are SSN or SIN. The default is SIN if the rule does not exist or when the value is set to UPDATE ME.
The LOADDECISIONS rule can be set to Y or N. This rule is used to turn the push of decision codes on or off for data coming from Recruiter to Banner. Decision codes are pushed to SAADCRV form and the SARAPPD table. The default is Y if the rule does not exist or the when value is set to UPDATE ME.
Here are the new SAAERUL rules used with the integration. The value of R2B shown below is used only as an example group code. Your new group code will be the actual group code for the rules.
Here is the complete set of rules delivered for use with the integration.
Note
The R2B group code used in this table is only an example code. Your new code will be the actual group code for the rules.
Group
Code Rule Label Rule Description Value EDI
Sys Req
R2B R2BPUSH Load Only, Match Only, or Push LOADONLY No Yes
R2B R2BSSNSIN Load SSN or SIN if Both Exist SIN No Yes
R2B LOADDECISIONS Load Recruiter proposed decision codes to Banner
Y/N No Yes
Group Label Description EDI Instructions
R2B ADDRDIFFTYPE Create address if different type
N Determines if an address should be created, if one with a different address type already exists.
If set to Y, an address record will be created. If set to N, no address record will be created.
R2B ADDRSAMETYPE Create address if same type
N Determines if an address should be created, if one with the same address type already exists.
If set to Y, a new address record will be created. If set to N, no address record will be created.
R2B CHKINACTIVEADDR Check Inactive Address N Used when incoming street address fields are too long for the SPRADDR table and when an address has been inactivated (not end-dated), and re-entered (Create Record/Duplicate Record) with appropriate
abbreviations.
If the CHKINACTIVEADDR rule is Y, when the address is loaded the same way as the original, it is compared to the inactive address, so a new address is not created.
R2B COMMPLAN Create commplan
collector entry
N If set to Y, a record will be inserted into the Communication Plan Collector Table (SORCCOL) which is visible on the Communication Plan Collector Form (SOACCOL).
When a new application is created from Recruiter, the communication plan record is always created, regardless of the COMMPLAN rule setting.
R2B CREATECONT Create contact from
STVINFC
N If set to Y, the contact code will be selected from the contact type on the Interface Code Validation Form (STVINFC).
R2B CREATEMATERIALS Create Materials N If Y is entered, and if the prospect is new to Banner, or if the prospect is matched to a recruit, and the recruit term, level, and campus are different, then the materials data are created.
The materials will always be created if the prospect is matched to an applicant and the UPDATEIIFAPP is Y, or if the prospect is matched to a recruit with same term, level, and campus.
Group Label Description EDI Instructions
R2B CREATENEWAPPL Create New Application N Allows schools to indicate that they want an application record created at the same time a recruit record is created by SRRPREL.
When this rule is Y, an application is only created when the data includes the Recruiter application ID. An application cannot be created when only prospect data is sent from Recruiter.
R2B CREATENEWRECR Create new recruit N If set to Y and no recruit record exists, a new recruit record will be created. If set to N and no recruit record already exists, then a new recruit record will not be created.
R2B CREATESRCE Create new source N If set to Y, the source code will be loaded from the required Source Code field in Recruiter. If no source code is available from Recruiter, the source code is defaulted from the Interface Code Validation Form (STVINFC).
If set to N, no source code is loaded to Banner.
R2B HSCHADMR Default High School
Checklist
N Used to populate the Admissions Request field on the High School Information Form (SOAHSCH).
Specifies the admissions request checklist code that should be loaded when high school data is pushed.
This default is only used when the admissions request value is not populated on the Source/Background Institution Code Validation Form (STVSBGI).
R2B INTERESTMAX Maximum interest to load N Indicates the number of interests to be loaded from a search data load to the SORINTS table if the
LOADINTEREST group label is set to Y.
Group Label Description EDI Instructions
R2B LOADDECISIONS Load Recruiter proposed decision codes to Banner
N If set to Y, proposed decision codes will be pushed to the Admissions Decision Table (SARAPPD) and populated on the Admissions Decision Form (SAADCRV).
The default is Y when the rule does not exist or the value is set to UPDATE ME.
R2B LOADINTEREST Load interests N If set to Y, interests provided will be loaded to the SORINTS table.
R2B LOADMAJOR Use provided major N If set to Y, majors provided will be loaded to a field of study row with a Type of MAJOR and a Priority of 1 (backfilled to the Major 1 field on the SRBRECR table) and to a field of study row with a Type of MAJOR and a Priority of 2 (backfilled to the Major 2 field on the SRBRECR table).
All major codes must have Banner conversion values defined on the Tape Code Conversion Form (SOTCNVT) for the Validation Table Name of MAJR.
R2B MAJOR2INTEREST Load major to interests N If set to Y, and LOADINTEREST is set to Y, major codes provided will be converted and loaded to the SORINTS table.
All major codes for which interests are to be loaded must have Banner conversion values set appropriately on the Tape Code Conversion Form (SOTCNVT) for the Validation Table Name of INTS.
Group Label Description EDI Instructions
R2B MCREATENEWRECR Matching create new recruit
N If set to Y, and the incoming record matches an existing recruiting record, then a new recruiting record is created.
If set to U, and the incoming record matches an existing recruiting record, then no recruiting record is created, and the existing record is updated. If a matching recruiting record exists, and the incoming contact, source, and/or interests are different, those values are updated.
If set to N, and the incoming record matches an existing recruiting record, then no recruiting record is created, and no records are updated.
A match exists if the incoming record has the same term, level, and
optionally campus as the existing recruiting record.
R2B NEWADDRESS Create address N If set to Y, and no address record exists for the person in Banner, an address record will be created. If set to N, and no address record exists, no record will be created.
R2B NEWPHONE Create phone N If set to Y, and no phone record exists
for the person in Banner, a phone record will be created. If set to N, and no phone record exists, no record will be created.
R2B NMCREATENEWRECR Non-match create new recruit
N If set to Y, and the incoming record does not match an existing recruit record, a new recruiting record is created. If set to N, no recruiting record is created.
A match exists if the incoming record has the same term, level, and
optionally campus as the existing recruiting record.
Group Label Description EDI Instructions
R2B PCOLADMR Default Prior College Checklist
N Used to populate the Admissions Request field on the Prior College Form (SOAPCOL).
Specifies the admissions request checklist code that should be loaded when college data is pushed.
This default is only used when the Admissions Request value is not populated on the Source/Background Institution Code Validation Form (STVSBGI).
R2B PHONDIFFTYPE Create phone if different type exists
N Determines if a phone record should be created, if one with a different phone type already exists.
If set to Y, a phone record will be created. If set to N, no phone record will be created.
R2B PHONSAMETYPE Create phone if same type exists
N Determines if a phone record should be created, if one with the same phone type already exists.
If set to Y, a new phone record will be created. If set to N, no phone record will be created.
R2B PRIMESRCE Create source as primary N If set to Y, and CREATESRCE is set to Y, then the source code loaded to the SRRRSRC table will be set as the primary source.
Only one source will be flagged as primary for each recruit term and sequence number upon loading to Banner.
Group Label Description EDI Instructions
R2B R2BPUSH Load Only, Match Only, or Push
N Controls the data that is submitted from Recruiter to Banner. This rule has three options.
• PUSH - Loads data to the Banner temporary tables, matches and pushes data to the Banner permanent tables.
• MATCHONLY - Matches the data after the temporary tables have been populated, but does not push the data into the permanent Banner tables.
• LOADONLY - Loads data to the temporary tables only.
LOADONLY is the default option if the R2BPUSH rule is not found.
R2B R2BSSNSIN Load SSN or SIN if Both
Exist
N Checks the Web Service Loader process to determine which identifier to load to Banner (SSN or SIN) if both exist in Recruiter and are submitted to Banner.
The rule options are SSN or SIN. The default is SIN when the rule does not exist or the value is set to UPDATE ME.
Group Label Description EDI Instructions
R2B UPDATEIFAPP Update recruit record if application exists
N If set to Y, then the settings of the previous rules will be followed, even if a recruit record already exists for this person for the same term, level, and campus.
If set to N, and a matching recruit record already exists, then based on your SAAERUL settings, the process will do the following:
• Insert new test score records on the Test Score Information Form (SOATEST).
• Insert new high school records on the High School Information Form (SOAHSCH).
• Insert new college records on the Prior College Form (SOAPCOL).
• Insert the contact code into the SORCONT table.
• Insert the source code into the SRRRSRC table if a matching recruit record exists or insert the source code into the SARRSRC table if a matching application record exists.
• Update null values on the General Person Form (SPAPERS).
Group Label Description EDI Instructions
Tape Code Conversion Form (SOTCNVT)
Conversion codes are delivered with a value of UPDATE ME to include the Loader hardcoded codes that users must have mapped in order for values to be loaded to Banner.
The conversion codes are all delivered as system required.
R2B UPDATESSN Replace Banner SSN with
incoming
N When set to Y, if the incoming SSN does not match the existing Banner SSN, and the record has been matched, upon being loaded to Banner, the incoming SSN will overwrite the existing SPBPERS_SSN. When set to N, the SSN is not updated if it has changed.
R2B VTYPADMR Default ADMR Code for
the Visa
N Identifies the checklist summary request code for the visa code value to be inserted on the Admissions Application Detail block of the Admissions Application Form (SAAADMS), when loading a record from the Banner Student Self-Service Prospects (Recruiting) or Admissions modules.
This rule is only used by the Web interface.
Group Label Description EDI Instructions
Code Description Mapping
ATYP Address codes Corresponds to an address in Recruiter EMAL Email address codes Corresponds to an email address in Recruiter INTS Housing codes Banner interest code that corresponds to
Recruiter “Interested in Housing”
RACE Race codes Corresponds to a particular Race code in Recruiter
RELT Relationship codes Corresponds to parent/guardian information in Recruiter
TELE Telephone codes Corresponds to a telephone in Recruiter