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Status of OAAP Search/Match UAT Reported Issues

Below is a summary of issues reported during the OAAP Search/Match UAT that were resolved and/or deemed out of scope for this Enhancement Request (ER 238).
Testing took place between March 5-6, with 100 users participating across 25 colleges.

Overall UAT Status: Pass
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Issue DescriptionStatus applicable to the OAAP Search/Match enhancement
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On the Search/Match page in ctcLink: A single match was found using the new Search/Match rules (parameter OAAP), although two matches were found with another set of Search/Match rules (parameter PSCS_TRADTIONAL). The search parameter PSCS_TRADTIONAL is not used for the OAAP Search/Match although users can select this value on the Search/Match page. PSCS_TRADTIONAL includes a rule that searches for partial first and partial last name. The new OAAP Search/Match rules includes all original OAAP rules and additional rules to find matches.

Testers can compare the old rules (PSCS_OAA) and new rules (OAAP) using the Search/Match page and selecting either value in the Search Parameter field.
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The Search/Match page in ctcLink did not find an existing phone number because the format "xxx/xxx-xxxx" was not entered by the tester. The page does not require a phone number format which can result in "no matches found".CtcLink will accept different formatting for the phone number field when staff are entering phone data on the student record. When using the Search/Match page, the phone number must be entered exactly as it appears on the student record. The format xxx/xxx-xxxx is the most common within the system although we have some variety.

Phone numbers submitted through the OAAP will inherit the format xxx/xxx-xxxx.
The phone number field formatting on the Search/Match page in ctcLink (for data entry) is out of scope for this Enhancement Request.
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Testers have requested adding a criteria of "contains" to a rule with the first name field. The new OAAP parameter does not include a rule with both partial first and partial last name. When testing the new OAAP Search/Match parameter, our primary focus is the Enhancement Request specifically for applications submitted through the OAAP. When an application is submitted, the student data is processed through every rule in the parameter (15 total) until a match is found. The OAAP Search parameter has a variety of name search fields including partial last name, full last name only, full first name only, and first name “begins with”. If OAAP does not identify the student based on name fields, there are additional Search Rules (#140 and 150) that may suspend the application for college review.

Submitting an application is different from running a Search/Match in ctcLink for two reasons: the Search/Match page processes one rule at a time (as selected by the user); and the OAAP requires more data than the Search/Match page.

We recommend tracking duplicate accounts created through OAAP to asses how the new rules are working and if additional rules are needed. Colleges may collaborate to submit a new Enhancement Request for updates to OAAP Search/Match if needed.

In Production, users can perform a search using a combination of name fields on the Search/Match page. Select a parameter value of PSCS_CR SEARCH (does not have required fields).
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For rules 080 and 090, the field Last(5char) does not match MCSMITH (last name entered into the search) with SMITH. The rules are not capturing each 5 character string within the name that is entered and is searching for the first 5 characters of the last name only.Search/Match will take the first 5 characters of the Last Name input on the application, and search for that character string within all existing last names in the system. The rule setting "contains" applies to the search output, and not the Last name entered on the application. For example, if a student enters SMITHERS, the system takes the first 5 characters "SMITH" and will find last names that contain that string like, SMITH-JONES, ROBERTS-SMITH, SMITHSON, or RESMITHER.
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Question: Does Search/Match look at Preferred Name?Yes, Search/Match will automatically search all name types to identify a match.
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Test data was entered on an application to match with the rule OAAP_040. When the application was submitted the Search/Match results reported that the data matched on rule OAAP_020 (which includes a match on address) although a different address was entered for the application than the existing account in ctcLink.Search/Match results in ctcLInk update dynamically. When you click the link "Search/Match Results", the system displays the data match between OAAP and ctcLink at that moment and not the moment when the application was submitted - unless the application is suspended and not processed.

Constituent Staging page in ctcLink (Search/Match Results link) - Expected behavior for each Constituent Status:

ID updated (using example provided by college) - Search/Match found an existing ID on an "update" rule
• Student enters application data including a new address, and we expect this to match on rule OAAP_040
• The system finds the match and updates the student's address in ctcLink because the address field set to update in the setup tables.
• When staff views the application search/match results, it displays as rule OAAP_020 because the address is now the same in both systems.

ID Created - Search/Match did not find any matches in the system and a new student is created
• When staff view the Search/Match results, the student will appear to have matched on a rule. For example if they entered SSN they will match on OAAP_010.

Suspend - Search/Match found an existing ID on a suspense rule
• When staff view the Search/Match results, they will see what the student matched on at the time of the application, as long as the application has not been processed. When the application is processed, the Search/Match results will update.

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