Analyzing quality of relationship import data

As part of the relationship import process, RPPS runs the Relationship Quality Analyzer (RQA) to identify exceptions in the imported relationships in the Customer Information File (CIF).

  • RQA also provides information on new customers and customers with invalid Tax Identification Numbers (TINs).

  • The RQA process applies whether or not you are importing relationships. RQA checks relationship and CIF quality.

NOTE: For information on the Data Quality Analysis (DQA) function on the Data Quality tab, see Assuring data quality.

After running RQA, you can save the CIF to the production tables, where it will be visible to the relationships managers. The CIF import file must be saved before the instrument detail files are imported.

During the CIF import, when you click the CIF icon on the Instrument Detail tab, you must select either Run RQA or RQA and Save to execute the import. These options are defined as follows:

  • Run RQA - This option imports the CIF file to the staging table and runs the RQA process on it. The RQA report will be available to view after this process runs. This step does not modify the CIF or TIN Exception tables. This step can be run as many times as needed saving CIF data to the production tables.
  • RQA and Save - This option does the same import and RQA process as the Run RQA option but also saves CIF data to the production tables. If relationships are imported, the new or changed relationships are also applied. Any unassigned CIFs with TINs that match a CIF in a relationship will be added to that relationship. Relationship metrics are recalculated as the last step of this process.

IMPORTANT: If you are not importing relationships, click RQA and Save. If you are importing relationships, click Run RQA.

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RQA results

To view the RQA results, click the View RQA Results icon on the Instrument Detail tab.

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RQA results provides a list of all new customers on the file and any customers with invalid TINs. If you are importing relationships, RQA also analyzes the following:

  • Relationship exceptions - Any customers on the CIF import file assigned to different relationship but with matching TINs that are not on the TIN Exception table.
  • Manager exceptions - Any groups of customers assigned to the same relationship but with multiple managers assigned to that relationship on the CIF.

  • Undefined managers - Any external manager IDs on the CIF that have not been assigned a relationship manager in the system.

    NOTE: Before saving the CIF import, verify that all external manager IDs are assigned to a Relationship Manger. If any IDs are not assigned to a Relationship Manager, then the default Relationship Manager will be assigned to the relationship.

  • Blank Relationships - If the Import Relationship option is set to Yes, then RQA will list any customers on the CIF import file that do not have a relationship assigned. These customers remain unassigned unless their TIN matches the TIN of a customer in a relationship. In that case, the system adds them to that relationship.