CRUD for Match Profiles

Description

Split from because it was too broad, and so that it could be closed in Q4 2018

Q2 2019 Data Import Priority 5 of 8

Help the user set rules and profiles for dealing with incoming batch loads:

  • what type of incoming file

  • from what source

  • what FOLIO apps/record types to match to

  • based on which data elements

  • allow for hierarchies of matches (submatches) and boolean logic - match on this or that

  • allow matches to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Priority

Fix versions

Development Team

Folijet

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Attachments

2

defines

is defined by

Checklist

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TestRail: Results

Activity

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Ann-Marie Breaux June 10, 2019 at 9:00 AM

Most stories completed in Q2. Remaining stories moved to

Done

Details

Reporter

Estimation Notes and Assumptions

Estimate from Ann-Marie and Folijet

Analysis Estimate

Large < 10 days

Analysis Estimator

Front End Estimate

XL < 15 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

XXL < 30 days

Back End Estimator

Rank: 5Colleges (Full Jul 2021)

R1

Rank: Cornell (Full Sum 2021)

R1

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R1

Rank: TAMU (MVP Jan 2021)

R1

Rank: Chicago (MVP Sum 2020)

R1

Rank: U of AL (MVP Oct 2020)

R1

Rank: Lehigh (MVP Summer 2020)

R1

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created December 3, 2018 at 8:47 AM
Updated September 16, 2020 at 9:12 PM
Resolved June 14, 2019 at 5:18 AM
TestRail: Cases
TestRail: Runs