Advancement 8.8 Technical Release Manual

Banner AdvancementTRM SupplementRelease 8.8December 2015/nWithout limitation: Ellucian®, Banner®, Coll eague®, and Luminis® are trademarks of the Ellucian group of companies that are reg istered in the U.S. and certain other countries; and Ellucian AdvanceŽ, Ellucian Course SignalsŽ, Ellucian Degree WorksŽ, Ellucian PowerCampus Ž, Ellucian RecruiterŽ, Ellucian SmartCallŽ, are also trademarks of the Ellucian group of companies. Other names may be trademarks of their respective owners. © 1999, 2015 Ellucian. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organiza tion should seek legal, accounting, and other similar professional services from comp etent providers of the organization's own choosing. Ellucian 4375 Fair Lakes Court Fairfax, VA 22033 United States of America Revision History Publication DateSummary December 2015 New version that supports Banner Advancement 8.8 software. /n 3Banner Advancement TRM Supplement |Contents Contents Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Reports and processes by module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Designation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Campaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Gift and pledge payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Advancement individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Solicitor organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Expected matching gift. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Report and process summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 SQLPlus scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Triggers and Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 APIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 APIs used in Banner Advancement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 System-Required Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Data load tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Validation tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 /n 4Banner Advancement TRM Supplement |Reports and Processes Reports and Processes Reports and processes by module The Banner® Advancement System contains t he following reports and processes. For a description of each report and its parameters , run the List of Reports and Parameters (GJRRPTS) or refer to the fiReports and Processesfl chapter of the Banner Advancement User Guide.MembershipIdentifierReport NameDescription AAPACKNMembership Acknowledgement Process Identifies the dues payments to be acknowledged and matches them to dues acknowledgement rules that have been created online. AAPADJSDues Adjustment ReportProvides an audit trail of adjusted and voided membership program dues payments. AAPCARDMembership Card Process Identifies IDs who have program memberships and who need to receive a membership card. Members are selected by membership card code, program, category, status of membership, or the membership entry date. AAPFEEDAdvancement Dues to Finance Feed Feeds finalized dues payment transactions and adjustments to Banner Finance or to a site-specific finance system. Marks each dues payment with a feed indicator and the date fed. AAPREMDMembership Reminders Process Identifies members who need to be sent a reminder for a program membership dues installment payment. The ID receiving the reminder is the one entered in the Reminder ID field on the Membership Form (AAAMEMB). IDs can be selected by program, membership status, and installment date. AAPRNEWMembership Renewal Process Identifies IDs whose program memberships are up for renewal and for whom membership renewa l notices need to be sent. The ID receiving the renewal notice is the one entered in the Renewal ID field on the Membership Form (AAAMEMB). IDs can be selected by program, status, renewal date, and expiration date. AAPSTATMembership Status UpdateUpdates the status code of current, non-lifetime, members in all membership programs. All status codes, active or inactive, are reviewed. /n 5Banner Advancement TRM Supplement |Reports and Processes Designation Campaign IdentifierReport NameDescription ADPACCTDesignation Accounting Report Lists gifts by designation with designation totals and final totals within a given period (period start date and period end date). Includes full gift amounts, regardless of hard credit IDs. ADPEXPDExpired Designations ReportIdentifies designations that have an active status and end dates that are in the past. ADPFEEDAdvancement to Finance Feed Process Feeds finalized gifts and pledge payments and adjustments to Banner Finance or to a site-specific finance system. Marks each gift/pledge payment with a feed indicator and the date fed.ADPPFEDPledge Feed to Finance Report Feeds finalized pledges and adjustments to Banner Finance or to a site-specific finance sys tem. Marks each gift/pledge payment with a fed indicator and the date fed. ADPVSERVoluntary Support of Education Report Displays information used to meet VSE reporting requirements for a specific time period, incl uding all income categorized by source, corporate contributions and non-cash gifts of property for non-corporate sources, number of alumni donors, giving for current operations by size, and giving for governing board members. IdentifierReport NameDescription AFPCAMRCampaign History/ Results Report Shows campaign results. Includes campaign dates, mailings, goals, amounts pledged and received by designation, solicitations, detailed listing of gifts including matching gifts, and expenses accrued for the campaign. Includes full gift amounts, regardless of hard credit IDs. AFPDONRCampaign Donor ReportLists all donors (including hard credit IDs) who have contributed to a campaign by class year within donor category (alumni, corporation, etc.). Includes class year, ID, donor name, and gift society of the donor. AFPSOLACampaign Solicitor Assignments ReportAssigns advancement individual s to solicitors based on the parameters defined in the Solicitor Contact Types Form (ASACONT). AFPSOLBCampaign Unassigned Solicitors Report Lists solicitors who are not assigned any contacts or assigned their maximum number of contacts in the Campaign Solicitor Assignments Report (AFPSOLA). /n 6Banner Advancement TRM Supplement |Reports and Processes Gift and pledge payment AFPSOLCCampaign Unassigned Constituents Report Lists the advancement individuals not assigned in the assignment step (AFPSOLA) for a specific campaign and solicitation type because they did not meet the criteria or a solicitor maximum was attained. AFPTELFCampaign Telefund Prospects Report Prints information used to support telephone campaigns. IdentifierReport NameDescription AGPACCTStatement of Giving ReportIdentifies the tax deductible amount that a donor can claim based on any premium or benefits received. AGPACKNPledge/Gift Acknowledgement ReportIdentifies the pledges and gifts to be acknowledged and matches them to the pledge and gift acknowledgement rules that were created online. AGPACKRAcknowledgement Rules Report Lists the rules for gift and pledge acknowledgement that were established on the Pledge/Gift Acknowledgement Rules Form (AGAACKR). AGPADJSPledge/Gift Adjustment Report Provides an audit trail of adjusted and voided pledges, gifts, and pledge payments. AGPALMPAutomatic Deduction Process Evaluates deduction information from the Banner Human Resources System. Creates gifts (pledge installment payments) and updates giving history records for the advancement individual. AGPCASHCashiering ReportProv ides subtotals by payments and one-time gifts within designation. AGPDCGLGift Society Year to Date ReportSummarizes the giving of members in a gift society type (via parameter) for four parameter- driven constituency groups. Each constituency group within each gift society reports the number of renewed donors and the number of new donors with the total members being subtotaled (new + renewed). AGPEXGFExternal Gift Load Process Loads external gift data from a third-party processor into the Banner database. AGPGANLGift Size Analysis ReportCategorizes and compares gifts based on gift size for three time periods. Includes full gift amounts, regardless of hard credit IDs.AGPGCOMFiscal Year Giving Comparison Report Compares the giving of three constituency groups between two fiscal years across ten user-defined giving ranges. Optionally includes soft credit (matching gift or other soft credit) in giving totals. IdentifierReport NameDescription /n 7Banner Advancement TRM Supplement |Reports and Processes AGPLYSYLast Year But Not This/Some Year But Not This Report Lists Last Year But Not This (LYBUNT) and Some Year But Not This (SYBUNT) donors for a specif ic fiscal year for all giving, or for a specific campaign or designation. AGPMATAMatching Gifts Paid ReportLists gifts that have been matched by an organization. AGPMATCMatching Gift Data Load Report Loads matching gift information from the parent company file into Banner™s matching gift tables. AGPMATFMatching Gift Outstanding Report Lists anticipated matches that have not yet been paid. AGPMATGMatching Gift Allocations ReportCreates the waiting matching gift payment records displayed on the Employer Matching Gift Payment Form (AGAMATG). AGPMATSMatching Gift Subsidiary Data Load Report Reads subsidiary organization f ile and provides the ability to make a link between the parent organization and the subsidiary organization. AGPPACTPledge Activity Report Lists all pledges and the payments that have been applied to the pledge balance for individuals and organizations. Does not include hard credit IDs. AGPPOUTPledge Outstanding ReportLists the number of outstanding pledges and expected amounts by fiscal year that fall within the Pledge Type and chosen Data Selection parameters. AGPREM1Pledge Reminder ReportProvides up-to-date information on the status of a pledge. Prints on a pre-printed form. Includes full pledge amounts, regardless of hard credit IDs. AGPREM2Expired Pledge Installments Report Provides a reminder to donors who have pledges with installments where the date for the last reminder has passed and a balance still remains. AGPSCTASchool Contribution Analysis ReportLists the number of alumni donors and the amount given by each class within a college (if applicable). AGPTLMKAdvancement Telemarketing Results Upload Uploads pledges into a temporary Banner table. Uploads phonathon results directly into Banner from an automated telephone marketing system. IdentifierReport NameDescription /n 8Banner Advancement TRM Supplement |Reports and Processes LabelsAdvancement individualIdentifierReport NameDescription ALPMAILAdvancement Label Print ReportPrints labels for those individuals and/or organizations selected in the Advancement Label Selection Report (ALPMSEL). ALPMSELAdvancement Label Selection Report Selects individuals and organizations who need labels printed. IdentifierReport NameDescription APPCEN1Census Report - All CategoriesCounts advancement individuals by donor category for each preferred class year within an academic degree. IDs having more than one category code are reported in all categories. APPCEN2Census Report - Primary Only Counts advancement individuals by donor category for each preferred class year within an academic degree. IDs having more than one category code are reported in the highest priority category (from ATVDONR). APPCLSTBasic Constituent List Lists advancement individuals with their class year, primary donor category code, occupation title code, job category code, employment position, mailing and business addresses, target amounts, and giving totals. Spouse information, if available, is printed. APPCONSAdvancement Individual Report Lists advancement individuals with their class year, primary donor category code, occupational title code, job category code, employment position, ma iling and business addresses, target amounts, and giving totals (including hard credit ID). Advancement individuals to be listed can be determined by population selection, preferred classes, or geographic regions and divisions. If availabl e, spouse information for advancement individuals, incl uding ID, name, primary donor category code, and cl ass year is printed. APPCUPDExternal Ratings and Directory Load Process Uploads external ratings data from third party vendors. This process also loads and updates results from directory surveys. APPDCARGift Society Assignment Report Assigns IDs to appropriate gift societies based on the rules that have been established online. APPDCLBGift Society ReportProvi des membership listings suitable for us e in donor publications. /n 9Banner Advancement TRM Supplement |Reports and Processes Solicitor organizationExpected matching gift APPDCLSGift Society Rules List Report Lists the rules for gift societies that have been established on Gift Society Rule Form (APADCRL). APPDEXTDirectory Data Extract Process Extracts a standard set of information to share with third party directory vendors. APPDFLSData Definition File List Shows data on an incoming data file with the corresponding information from the Data Field Position Rules Form (AGATPFD). You can use APPDFL S to see if your file definition is set up correctly on AGATPFD, and to check the incoming data on the file. APPDPRCAdvancement Individual Profile ReportLists demographic, biographical, and financial data for an advancement individual, including hard credit ID. APPSTDIStudent - Advancement InterfaceCreates advancement individual records in Banner Advancement for IDs currently in Banner Student. IdentifierReport NameDescription ASPSOLASolicitor Organization Rollup ReportCreates the setup of a new year or campaign for a solicitor organization without having to manually recreate the structure. ASPSOLBInactive Solicitors ReportIdentifies inactive solicitors and lists the contacts they have without updating the database. ASPSORLSolicitor Organization List ReportLists solicitors (names, addresses, phone numbers, ID numbers, maximum number of contacts) within a solicitor organization. IdentifierReport NameDescription AXPMATGExpected MG Allocations ReportCreates the expected matching gift records that are displayed on the Expected Matching Gift Adjustment Form (AXAMGAJ). IdentifierReport NameDescription /n 10Banner Advancement TRM Supplement |Reports and Processes Report and process summaryLegend Report or ProcessName of the report or batch process LanguageLanguage for the process: COBOL, C, RPT, SQL, or PL/SQL Update/QueryDoes the process update any tables, or is it query-only? AuditCan you run the update process in audit mode without an update taking place (Yes or No)? Yes appears in this column only if the process permits both update and audit mode. If the report is query only, Yes does not appear. Off PeakShould you defer this program to an off peak processing time (late night, weekend) for performance reasons (Yes or No)? RestartIf the process aborts or is terminated after the process is initiated, are special procedures required to restart the process without any adverse consequences (Yes or No)? Yes does not appear in this column if the job can be restarted without special procedures .Report or ProcessLanguage Update/ QueryAuditOff PeakRestart AAPACKNC UpdateYes Yes AAPADJSC Query AAPCARDC UpdateYes AAPFEEDC UpdateYes Yes AAPREMDC UpdateYes AAPRNEWC UpdateYes AAPSTATC UpdateYes ADPACCTC QueryADPEXPDC Update ADPFEEDC UpdateYes Yes ADPPFEDC UpdateYes ADPVSERC Query AFPCAMRC Query/n 11Banner Advancement TRM Supplement |Reports and Processes AFPDONRC QueryAFPSOLAC UpdateYes AFPSOLBC Query AFPSOLCC Query AFPTELFC QueryAGPACCTC QueryAGPACKNC UpdateYes Yes AGPACKRC QueryAGPADJSC QueryAGPALMPC Query AGPCASHC Query AGPDCGLC QueryYes AGPEXGFC UpdateYes AGPGANLC QueryAGPGCOMC QueryAGPLYSYC Query AGPMATAC QueryAGPMATCC UpdateYes Yes AGPMATFC QueryAGPMATGC UpdateYes Yes AGPMATSC UpdateYes Yes AGPPACTC QueryAGPPOUTC Query Yes AGPREM1C UpdateYes AGPREM2C UpdateYes AGPSCTAC UpdateYes AGPTLMKC UpdateYes ALPMAILC QueryALPMSELC Update APPCEN1C QueryReport or ProcessLanguage Update/ QueryAuditOff PeakRestart /n 12Banner Advancement TRM Supplement |Reports and Processes SQLPlus scripts APPCEN2C QueryAPPCLSTC QueryAPPCONSC QueryAPPCUPDC UpdateYes Yes APPDCARC UpdateYes Yes APPDCLBC QueryAPPDCLSC QueryAPPDEXTC QueryAPPDFLSC QueryAPPDPRCC QueryAPPSTDIC UpdateYes Yes ASPSOLAC Update ASPSOLBC Query ASPSORLC Query AXPMATGC UpdateScript Name Description a_donors Lists donors for a class year. a_passby Displays gift detail entered within a date range. a_rating Updates the rating table for major donors. a_staff Updates a prospect staff re cord to a new staff code. aafrdesg Rolls designations from one campaign to another. abusphn Updates status of business phone number. acashsum Lists cashier session summary by designation within session within user. acfae Inserts records in to VSE temporary table for detail reporting. Report or ProcessLanguage Update/ QueryAuditOff PeakRestart /n 13Banner Advancement TRM Supplement |Reports and Processes acfae2 Shows detail for the VSE report. Assumes that acfae.sql is run first. acfaedlt Deletes APRTCFA records based on a prompt for user and session. Is run in conjunction with acfae.sql and acfae2.sql .acompare Compares giving over two date ranges. acontact Inserts prospect contacts for a population selection. activity Creates an activity year for the requested code and year based on the existing year. adelzero Deletes zero AGRGCAM and AGRGDES records that were created by the Gift Form (AGAGIFT). adnrdlte Deletes a secondary donor category code for a prompted population selection. afixagds Creates adjustment detail records not created on the Pledge/Gift Adjustment Form (AGAADJS) when gift type was the only change to the finalized gift. afixdes Identifies and corrects pledge payment amounts on the pledge record. afixghis Updates the Giving Histor y Summary Form (APAGHIS). afixhigh Updates the highest gift information on APBGHIS. afixpd Creates and updates history records from gift and pledge detail records. afixpsol Identifies and corrects the pledge solicitation amount paid. ahispop Updates the alumni history tables from pledge and gift detail data. ahistory Updates all history tables for one ID, campaign, or designation from pledge and gift detail data. ahomphn Inactivates the status of t he telephone associated with the primary address. ainacadd Inactivates all addresses for a population selection. ainsact Inserts activity for a population selection. ainsacty Inserts activity year based on a population selection. ainsexc Inserts exclusion code for a population selection. ainsmail Inserts mail code for a population selection. Script Name Description /n 14Banner Advancement TRM Supplement |Reports and Processes ainsspur Inserts special purpose record for a population selection. alispin Lists rows of the AGVPINS view. alispin1 Lists rows of the AGVPINS view. alufimg Gives a requested Banner Advancement user access to necessary Banner Finance tables. alugeng Gives a requested Banner Advancement user access to necessary Banner General tables. alupayg Gives a requested Banner Advancement user access to necessary Banner Payroll tables. aluresg Gives a requested Banner Advancement user access to necessary Banner Financial Aid tables. alustug Gives a requested Banner Advancement user access to necessary Banner Student tables. alutrag Gives a requested Banner Advancement user access to necessary Banner Accounts Receivable tables. anondon Lists non-donors for a class year. aperform Prints giving performance by class year. aprefcls Lists the records in APBCONS that have a non-numeric preferred class column. aprosp Lists prospects. aprosp2 Creates prospects. aratetyp Updates rating for a population selection. areacde7 Creates a script ( phonupdt.sql ) to facilitate the changing of area codes on phone numbers. areppld Reports those with an outstanding pledge balance. aseason Updates seasonal addresses. asrcorgl Lists solicitor organization hierarchy. aunhonpl Updates pledge status. aunlist Makes phone numbers unlisted. connector_map Populates the AUBCMAP table with the baseline data mappings between the Banner database and the Encompass database. connector_pull.sql Builds the baseline BANNER PU LL profile that is used for synchronization between Banner and Encompass. Script Name Description /n 15Banner Advancement TRM Supplement |Reports and Processes connector_push.sql Builds the baseline BANNER PUSH profile that is used for synchronization between Banner and Encompass. household_child Associates parents with childr en, putting them into the same household. household_general Associates members of a household where the relationship is not maintained on the Advancement Individual Information Form (APACONS) or the Children Information Form (APACHLD). household_spouse Associates spouses, putting them into the same household. process_gift_data Calculates giving history totals for hard credit, soft credit, and overall giving. Script Name Description /n 16Banner Advancement TRM Supplement |Triggers and Packages Triggers and Packages Triggers Script Name Trigger Name Description agtgift0.sql A_WFAIR_NEWGIFT_INSERT After insert on AGBGIFT for each row agtpldg0.sql A$AGBPLDG_DATE_UPD_TRG Before insert on AGBPLDG for each row agtpldg1.sql A$_AGBPLDG_EXPMG_DEL_TRG After delete on AGBPLDG for each row agtpsol0.spl A$_AGRPSOL_EXPMG_UPD_TRG After insert, update, or delete on AGRPSOL for each row aptervw0.sql AT_APRERVW_INSERT_ROW Before insert on APRERVW for each row aptsrvw0.sql AT_APRSRVW_INSERT_ROW Before insert on APRSRVW for each row agrpgbe_080402_04.sqlAT_AGRPGBE_SURROGATE_ID Before insert on AGRPGBE for each row agrgaux_080402_07.sqlAT_AGRGAUX_SURROGATE_ID Before insert on AGRGAUX for each row agrpaux_080402_07.sqlAT_AGRPAUX_SURROGATE_ID Before insert on AGRPAUX for each row aubinst_080402_07.sqlAT_AUBINST_SURROGATE_ID Before insert on AUBINST for each row agradtl_080402_04.sqlAT_AGRADTL_SURROGATE_ID Before insert on AGRADTL for each row atvadtl_080402_04.sqlAT_ATVADTL_SURROGATE_ID Before insert on ATVADTL for each row aubtrst_080500_02.sqlAT_AUBTRST_SURROGATE_ID Before insert on AUBTRST for each row aurcdef_080500_02.sqlAT_AURCDEF_SURROGATE_ID Before insert on AURCDEF for each row /n 17Banner Advancement TRM Supplement |Triggers and Packages Packagesaurtrst_080500_02.sqlAT_AURTRST_SURROGATE_ID Before insert on AURTRST for each row aubcdef_080500_02.sqlAT_AUBCDEF_SURROGATE_ID Before insert on AUBCDEF for each row aubtrar_080500_02.sqlAT_AUBTRAR_SURROGATE_ID Before insert on AUBTRAR for each row aubtrin_080500_02.sqlAT_AUBTRIN_SURROGATE_ID Before insert on AUBTRIN for each row aubtrot_080500_02.sqlAT_AUBTROT_SURROGATE_ID Before insert on AUBTROT for each row aubcmap_080500_02.sqlAT_AUBCMAP_SURROGATE_ID Before insert on AUBCMAP for each row Package NameDescription Release Created AGKCPAP Returns/calculates the amount paid per campaign and designation installment. The functions in this package calculate the amount paid per person, pledge, campaign, and designation installment. They are used in the AGVPINS view, which is used by the Pledge Installment Form (AGAPINS). 2.1.11 AGKGIFT/ AGKGIF1 Consolidates gift processing logic used by forms and processes. Adds gift or pledge payments to tables. Voids gifts. Updates giving history and campaign/designation summary information. Maintains hard and so ft credit information. Is used to create Web credit card gifts. 4.4AGKGRPT/ AGKGRP1 Calculates household (spouse + spouse) totals for hard credit, soft credit, and overall giving. Results are stored in the AGTOGIV temporary table, available for use when Advancement Officers perform custom searches for donors whose credit falls within a certain range. Depending on settings in Banner Web Tailor, Advancement Officers can search for the donor™s credit, or the total of the donor™s credit and the spouse™s credit. Using totals in AGTOGIV improves response time. Contains the p_process_gift_data procedure. Ellucian recommends that this procedure be run daily. 7.4Script Name Trigger Name Description /n 18Banner Advancement TRM Supplement |Triggers and Packages AGKPINS/ AGKPIN1 Calculates installment payments. 7.4 AOKHHLD/ AOKHHL1 Contains the functions and a procedure used for household processing. This package is called from the Advancement Identification Form (APAIDEN). 7.2AOKLIBS/ AOKLIB1 Performs global procedures and functions for Banner Advancement. 4.4AOKLONG Contains procedures and functions used against LONG data types.Functions that begin with fi F_INLONG fl are used to return the relative position of the sear ch text being passed as an argument. Functions that begin with fi F_LONGTOCHAR_ fl are used to return the first 2000 characters of the LONG data type column for the specified table. 3.0.1AOKODSF/ AOKODS1 Maintains the stored database functions needed to support the extraction of Banner Advancement data into the Banner Operational Data Store (Banner ODS). These functions are used in the Banner ODS views to identify concepts, perform calculations, and supply row ID access. 6.1.1AOKPVAL Performs process level and pa rameter level validation.3.0 AOKSELS/ AOKSEL1 Validates Banner Finance codes. 7.2AOKWEVN/ AOKWEV1 Invokes the general event queue population package to create Banner Workflow events which, in turn, is invoked by a database trigger on the AGBGIFT table. Contains the procedure p_agbgiftNEWGIFT , which inserts events for changes to the AGBGIFT table for the event NEWGIFT in Banner Workflow. 4.2APKBRWS Returns a donor™s preferred class. Used in the APVBRWS view. 3.0.1APKDPRIF_SELECT_DONR_CATG returns the primary donor category code for a PIDM argument. 2.1.11 F_SELECT_CFAE returns the CFAE codes (ATVDONR_CFAE_1 and ATVDONR_CFAE_2 ) of the primary donor category code for a PIDM argument. 3.0APKLDRD/ APKLDR1 Pushes name, address, and telephone data from the load processes into the SPRIDEN, SPRADDR, and SPRTELE tables. 6.0Package NameDescription Release Created /n 19Banner Advancement TRM Supplement |Triggers and Packages APKSPRIF_SELECT_PRIMARY_CATG returns the primary donor category code for a PIDM argument. 2.1.11 F_SELECT_CFAE returns the CFAE codes (ATVDONR_CFAE_1 and ATVDONR_CFAE_2 ) of the primary donor category code for a PIDM argument. 3.0APKSTDI Creates the package definition and body for APKSTDI, which contains procedures and functions used by the Student - Advancement Interface (APPSTDI). 3.0.1APKWIND Performs functions related to Banner Advancement Self- Service.3.0.1ASKSIGN Returns a count of assigned contacts when passed either a valid campaign/solicitor code/solicitor organization/PIDM combo or a valid solicitor organization/dcyr code/PIDM combo. 2.1.11 ATKAMCT Packaged cursor from ATVDONR table that returns the row for a passed code argument. 3.0ATKAMST Package invoked from package AOKPVAL.3.0 ATKAUXL Package invoked from package AOKPVAL.3.0.2 ATKCFAE Package invoked from package AOKPVAL.3.0 ATKCMTP Package invoked from package AOKPVAL.3.0 ATKDCNP Package invoked from package AOKPVAL.3.0 ATKDCST Package invoked from package AOKPVAL.3.0 ATKDCYR Package invoked from package AOKPVAL.3.0 ATKDONR Package invoked from package AOKPVAL.3.0 ATKDSTA Package invoked from package AOKPVAL.3.0 ATKDSTP Package invoked from package AOKPVAL.3.0 ATKEXRS Package invoked from package AOKPVAL.3.0 ATKFISC Package invoked from package AOKPVAL.3.0 ATKGACK Package invoked from package AOKPVAL.3.0 ATKGIFT Package invoked from package AOKPVAL.3.0 ATKOCON Package invoked from package AOKPVAL.3.0 ATKPCAT Package invoked from package AOKPVAL.3.0 ATKPCLS Package invoked from package AOKPVAL.3.0 ATKPLDG Package invoked from package AOKPVAL.3.0 Package NameDescription Release Created /n 20Banner Advancement TRM Supplement |Triggers and Packages ATKPRMD Package invoked from package AOKPVAL.3.0 ATKPSTA Package invoked from package AOKPVAL.3.0 ATKRTGT Package invoked from package AOKPVAL.3.0 ATKSOLC Package invoked from package AOKPVAL.3.0 ATKSOTP Package invoked from package AOKPVAL.3.0 ATKSRCE Package invoked from package AOKPVAL.3.0 ATKSTFT Package invoked from package AOKPVAL.3.0 ATKVIPC Package invoked from package AOKPVAL.3.0 ATKXREF Package invoked from package AOKPVAL.3.0 AUKCONN Extracts data changes from Banner to push to iModules Encompass. Updates Banner with data changes pulled from Encompass. 8.3.2AXKEXMG Contains procedures and functions used by the matching gift process. 2.1.11 Package NameDescription Release Created /n 21Banner Advancement TRM Supplement |APIs APIsApplication Programming Interfaces (APIs) facilitate the inte gration of Banner® with other applications on campus and simplify code by encapsulating business logic in database packages. An API is a central program that creates, updates, deletes, and queries data. APIs also execute and validate business rules before inserting or updating information. APIs used in Banner AdvancementThe following tables and forms use APIs to process data in Banner Advancement. The form listed next to the table in this chart is the representative source used to build the API validation and business rules. TableFormAPI Object NameAPI Entity NameTask Performed AGRAUXHNA ab_gift_auxl_holdGIFT_AUXILIARY_ HOLDStores information about the auxiliary values and benefits or premiums associated with gifts. AMBPRPHNA ab_proposal_ history PROPOSAL_ HISTORY Stores history information about changes made to AMBPROPAMRPRPHNA ab_project_historyPROJECT_HISTORYStores history information about changes made to AMRPROP. AMRPRRSNA ab_project_resultsPROJE CT_RESULTSCreates and maintains information about the gifts or pledges that are received as a result of a proposal™s projects. AOBDOSRNA ab_custom_ search_header CUSTOM_SEARCH_ HEADER Creates and maintains header information for custom searches. AOBORGNAOAORGNab_adv_ organization ADVANCEMENT_ ORGANIZATION Maintains advancement organization information./n 22Banner Advancement TRM Supplement |APIs AORDOSRNA ab_custom_ search_detail CUSTOM_SEARCH_ DETAIL Creates and maintains details for custom searches. APBCONSAPACONSab_adv_ind ividualADVANCEMENT_ INDIVIDUAL Maintains advancement individual information. TableFormAPI Object NameAPI Entity NameTask Performed /n 23Banner Advancement TRM Supplement |System-Required Data System-Required Data Banner® is a complex system with many parts that work together to manage your institution™s data. When a component of the system is missing, some of the system™s functions might fail or not work as intended. In some cases, data is an essential compon ent of the system. Some tables must be present in their entirety. Specific rows in othe r tables must be present. This special data is called system-required data. System-required data is a subset of the seed data delivered with a new Banner installation. Banner software releases often include seed data scripts that deliver additional system-required data. Generally, Banner form s and processes prevent you from deleting system-required data. However, when you are using database tools or scripts to delete rows from the database (for example, database cleanup to remove sa mple data before migrating into production), there is nothing to prevent system-required da ta from being accidentally deleted. In those situations, you should take care not to delete any system-required data. This chapter lists system-required data for Banner Advancement. For more information on system-required data, see the Banner General Technical Reference Manual .Data load tables All data in the following tables is considered system-required. Rows should not be modified or deleted. For the following table, the listed rows are system-required. APRTPFDData Field Process Table AUBCMAPAdvancement Connector Data Mapping Table AURCDEFAdvancement Connector Definitions Repeating Table BANNER PULLBaseline Pull Profile BANNER PUSHBaseline Push Profile /n 24Banner Advancement TRM Supplement |System-Required Data Validation tables All data in the following validation tables is considered system-required. Rows should not be modified or deleted. Codes in the following validation tables ar e defined by CASE and specified in the CASE Matching Gift Details publication. These tables should remain as delivered. For the following validation tables, the listed rows are system-required. ATVCONTContact Types Code Validation Table ATVDOSRAdvancement Officer Search Options Table ATVMACCMatching Gift Institutio n Accreditation Validation Table ATVMASTMatching Gift Alumni Status Validation Table ATVMCTLMatching Gift Institution Control Validation Table ATVMDEFMatching Gift Deferred Gift Validation Table ATVMDISMatching Gift Distribution Frequency Validation Table ATVMERQMatching Gift Employee Requirement Validation Table ATVMINDMatching Gift Industry Type Validation Table ATVMLOCMatching Gift Institut ion Location Validation Table ATVMLVLMatching Gift Institution Level Validation Table ATVMNATMatching Gift National Association Validation Table ATVMNEDMatching Gift Non-Educational Code Validation Table ATVMPROMatching Gift Procedure Validation Table ATVMPURMatching Gift Related Purpose Validation Table ATVTPFDData Field Names Validation Table ATVGACKGift Range Validation Table ZEZero Gift Range ATVPACKPledge Range Validation Table ZEZero Pledge Range /n 25Banner Advancement TRM Supplement |System-Required Data ATVRCATAdvancement Connector Data Review Category Validation Table ACTIVITIES AND HONORSAc tivities and Honors ADMINAdmin Only BIOGRAPHICBiographic BUSINESSBusiness BUSINESS CONTACTBusiness Contact EDUCATIONEducation OTHER EDUCATIONOther Education PREFERRED CONTACTP referred Contact SPOUSE AND FAMILYSpouse and Family ATVSRCEPayment Source Validation Table BPAY Banner HR Payroll Deduction ATVRSTAReceipt Status Code Validation Table RReissue VVoid STVACTPActivity Type Validation Table SPRTS Sports STVATYPAddress Type Code Validation Table MAMailingPAParents (used by Banner Student) BUBusiness (used by Banner Finance) BIBilling (used by Banner Finance) /n 26Banner Advancement TRM Supplement |System-Required Data STVCOLLCollege Code Validation Table 00No college designated 99Not used in standing STVDEGCDegree Code Validation Table 000000 Undeclared /n

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