Current Logic: TAWL – > SSHA Database – > Salesforce (Yardi is replacing TAWL)
- Current Delta logic for daily records:
- Yardi is replacing TAWL, but provide same steps
3.1 What's changed in Yardi in data
1) Telephone format:
old format new format no ext 4162345678 (416) 234-5678 ext 41623456782202 (416) 234-5678x2202 2) Field (column) property changed
New Field feature Old Field feature Data Type for Household id String (varchar) number (int) Column property updated [Household Ref#] [varchar](10) ,
[Member ID] [int] ,
[First Name] [varchar](50) ,
[Last Name] [varchar](50) ,
[Gender] [varchar](6) ,
[Date Of Birth] [date] ,
[Application Current Status Code] [varchar](10) ,
[Member Mailing Address Unit Number] [varchar](100) ,
[Member Mailing Address Street Number] [varchar](100) ,
[Member Mailing Address Text] [varchar](100) ,
[Member Mailing Address City] [varchar](30) ,
[Member Mailing Address Province] [varchar](2) ,
[Member Mailing Address Postal Code] [varchar](7) ,
[Home Phone] [varchar](32) ,
[Mobile Phone] [varchar](32) ,
[Bus Phone] [varchar](32) ,
[Member eMail address] [varchar](80) ,
[member_ref] [int] ,
[LastUpdate] [datetime]
Household Ref# bigint
Member ID int
First Name varchar 50
Last Name varchar 50
Gender varchar 6
Date Of Birth date
Application Create Date datetime
Application Current Status Code varchar 6
Member Mailing Address Unit Number varchar 10
Member Mailing Address Street Number varchar 15
Member Mailing Address Text varchar 80
Member Mailing Address City varchar 30
Member Mailing Address Province varchar 80
Member Mailing Address Postal Code varchar 10
Home Phone varchar 20
Mobile Phone varchar 20
Bus Phone varchar 20
Member eMail address varchar 255
member_ref int
LastUpdate datetime
3) Field name changed:
4) Logic changed:Yardi Visible in Yardi TAWL Visible in Tawl Visible in CRM Mapping Label Description Applicant_Code
(p-code)Yes RGI_Applicant_Code__c ID for describe a family Household Ref# Yes Yes RGI_Houshold_Id__c ID for describe a family Member_Code Yes Member ID No No SSHA_id__c
- Family Member ID no this id Applicant ID Yes Yes RGI_Member_Id__c RGI Application ID Requestor ID (Member_ref in table)
For be compatible with TAWL, SSHA IT will keep
[Member ID] & [Applicant ID] mapping in its own database.
– Member's ID in a family will be changed when the member is separated from the family.
Concern: what's the change in Yardi (status??) and what impact in CRM. If Yardi mark the old member record as inactive, hsi datasync logic will take it as "Delete" and new member just as new added.
-- Applicant ID can't be searchable in CRM:
Current search in TAWL, household id and applicant id can be applied from UI. Also works in CRM UI.
But Yardi doesn't have an applicant id, applicant id will be useless in CRM.
Concern: If confirmation from Yardi, the member id is same with current member id in TAWL, we can set Member id visible in CRM.
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