Add Data Reconciliation Profile

A data reconciliation profile is a collection of user-configurable rules and settings that govern the system-wide behavior of automated data reconciliation operations in Producer Manager. You can configure a virtually unlimited number of profiles for use in auto-updating either individual or firm producer records, from which users can select one to apply to an "on-demand" automated data reconciliation. Otherwise, the profile you set as the default will apply.

If you have administrative permissions in the system, use the Add Data Reconciliation Profile page to add a new data reconciliation profile to the system.

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To open the Add Data Reconciliation Profile page, click the Add Data Reconciliation Profile link on the Maintain Data Reconciliation Profiles page.

Fields and controls include the following:

Profile Name: Enter a name for the new data reconciliation profile. Maximum 30 characters.

Profile Description: Enter a text description of the new data reconciliation profile. Maximum 255 characters.
Producer Type: Select from the dropdown menu the entity type for which you want to add a data reconciliation profile, either Individual Licensee or Firm.
Default Cost Center: Select a default cost center for the new data reconciliation profile. The default cost center will apply to all automated data reconciliations that use this profile, unless a user selects an alternate cost center at runtime. For more information, see Maintain Business Unit Cost Center.
Sections That Trigger a Sync: At least one required. When beginning to process an automated data reconciliation of a producer record governed by the profile, the system will check if the external data source (e.g., the national Producer Database) has more recent information of specific data types than is currently contained on the producer's record in Producer Manager. Select the types of data that, if more recently updated in the external data source, will cause the system to proceed with the automated data reconciliation of a producer record. Controls include the following:
Demographics: Click to checkmark the checkbox to permit a producer record to be eligible for updating by an automated data reconciliation that uses this profile, but only if the system finds demographics data from the states to be newer than that on the producer record. Uncheckmark the checkbox to ignore demographics data altogether as criteria for an automated data reconciliation that uses this profile, even if the system detects newer state data than that on the producer record.
Producer Licensing: Click to checkmark the checkbox to permit a producer record to be eligible for updating by an automated data reconciliation that uses this profile, but only if the system finds licensing or line or authority (qualification) data from the states to be newer than that on the producer record. Uncheckmark the checkbox to ignore licensing or line or authority (qualification) data altogether as criteria for an automated data reconciliation that uses this profile, even if the system detects newer state data than that on the producer record.
Appointments: Click to checkmark the checkbox to permit a producer record to be eligible for updating by an automated data reconciliation that uses this profile, but only if the system finds appointment data from the states to be newer than that on the producer record. Uncheckmark the checkbox to ignore appointment data altogether as criteria for an automated data reconciliation that uses this profile, even if the system detects newer state data than that on the producer record.
Continue: Click to open the Maintain Data Reconciliation Profiles page, where you can edit the new profile's merge strategies.
Return: Click to re-open the Maintain Data Reconciliation Profiles page without proceeding with the configuration of a new data reconciliation profile.

Notes

Note: You cannot add a profile that has the same Profile Name and Producer Type as an existing data reconciliation profile.