Prospect/Student Import Matching

CAMS Enterprise will import Prospect and or Student files from any vendor or supplier.

The data MUST be in the correct Import Layout to be imported, and Validation Rules will also be applied during the import process. CAMS uses these rules to identify matches for prospects and students which may already exist in the system. CAMS handles these matches and imports data based on how the Prospect/Student Import Parameters are defined.

 

There are three types of matches that CAMS Enterprise uses in determining the overall type of a match an imported record is:

Full Exact Matches

Partial Exact Matches

Fuzzy Matches

Each of the above overall matches is formed from an Exact or Fuzzy match of a prospect and student record, or lack of one of these records.  This means that CAMS Enterprise checks both for existing prospect and student records and determines if they are an Exact or Fuzzy match or do not exist.  It is the combination of these items that determines the overall type of match for an imported record.

An Exact match is defined as criteria that meets all items that can identify a unique record.  A Fuzzy match is defined as criteria that meets all items but cannot be used to definitively identify a unique record. The following is a breakdown of what criteria constitutes an Exact match or Fuzzy match.  

Exact Match For A Prospect

a)

Match SSN, Last Name

or

Match Last Name, First Name, Zip Code, Birth Date

or

Match Last Name, First Name, Zip Code, Phone

or

Match Last Name, First Name, Zip Code, Address1

or

Match Last Name, First Name, City, State, Birth Date

or

Match Last Name, First Name, City, State, Phone

or

Match Last Name, First Name, City, State, Address1

 

Fuzzy Match For A Prospect

b)

Match SSN

or

Match Last Name, First Name

or

Match Last Name, Birth Date

or

Match Last Name, First Three Letters of First Name, City, State

or

Match Last Name, First Three Letters of First Name, City, Zip Code

Exact Match For A Student

a)

Match SSN, Last Name

or

Match Last Name, First Name, Zip Code, Birth Date

or

Match Last Name, First Name, Zip Code, Phone

or

Match Last Name, First Name, Zip Code, Address1

or

Match Last Name, First Name, City, State, Birth Date

or

Match Last Name, First Name, City, State, Phone

or

Match Last Name, First Name, City, State, Address1

Fuzzy Match For A Student

b)

Match SSN

or

Match Last Name, First Name

or

Match Last Name, Birth Date

or

Match Last Name, First Three Letters of First Name, City, State

or

Match Last Name, First Three Letters of First Name, City, Zip Code

 

The following items display the criteria used in determining the type of match a record is

 

Full Exact Matches

Partial Exact Matches

Fuzzy Matches

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