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Affiliate SP/GPs in Prod

Open argush3 opened this issue 3 years ago • 3 comments

argush3 avatar Oct 19 '22 16:10 argush3

@Mihai-QuickSilverDev seems like there are a bunch of issues in your 1st batch of firms to affiliate. I'm trying to import into a table I used to track affiliations and I have a combinations of fields(account id and business identifier) to determine if the affiliation is unique. I'm seeing a bunch of duplicate entries. For example, I'm seeing FM0573508, FM0573506, FM0573561, FM0573505 flagged as duplicates for account id = 3231. Can I delete the duplicates?

Also there are BC and XP prefixed business identifiers in there that I was not expecting. They aren't in LEAR db so they can't be affiliated. Still working through to see if I see any other issues.

Other issues:

  • entries missing identifiers, account ids and etc...will be removing from csv. I'm assuming you will address these in the 2nd batch @Mihai-QuickSilverDev ?
  • could not figure out valid FM numbers for following FM0979329, FM05497665, FM9763133, 417275-06, FM4036896
  • no account number for FM0870892. only included this as it was not highlighted in yellow.
  • there are also quite a few incorrect firm numbers. i've fixed a bunch and did some searches against the db to figure them out

argush3 avatar Oct 20 '22 18:10 argush3

@Mihai-QuickSilverDev here are the affiliation results so far for the 1st batch of affiliations.

1st batch results(2733 affiliation requests)

  • 1799 affiliations successful
  • 934 affiliations failed

Failed affiliation details

  • 745 affiliation failures for account id = 281578. account does not exist in auth
  • 53 affiliation failures for account id = 130948. account does not exist in auth
  • 43 affiliation failures for account id = 233470. account does not exist in auth
  • 64 affiliation failures for account id = 296024. account does not exist in auth
  • 12 affiliation failures for account id = 409041. account does not exist in auth
  • 12 affiliation failures for account id = 970111. account does not exist in auth
  • 3 affiliation failures for account id = 129082. account does not exist in auth
  • 1 affiliation failure for following account id = 120782. account does not exist in auth
  • 1 affiliation failure for account id = 3049, FM0458462. This firm has almost no data and as such the proprietor name could not be retrieved to use for affiliation

argush3 avatar Oct 21 '22 16:10 argush3

Added the second and last part of the affiliations master here. @argush3 Ready for you to upload.

https://app.zenhub.com/files/157936592/a2d725c6-7388-48b7-9dc4-75428b6e1fd4/download

Mihai-QuickSilverDev avatar Nov 06 '22 19:11 Mihai-QuickSilverDev

@Mihai-QuickSilverDev please review prod affiliation batch 2 results.

In particular there were two potential accounts that we can affiliate to for the failed affiliations to account 670071 & 311108. If these accounts work, let me know and I will try affiliating the failed entries to the 2 accounts I found.

2nd batch * 744 affiliation requests * 509 successful * 235 failed (account ids = 670071, 311108, 117862)

Failed details * 208 affiliation failures for account id = 670071. account does not exist in auth. An account(4299) with name OWEN LAW CORPORATION exists in auth. Is it ok to associate with this account?
* 26 affiliation failures for account id = 311108. account does not exist in auth. An account(4282) with name Mordy and Palmer LLP exists in auth. Is it ok to associate with this account?
* 1 affiliation failure for following account id = 117862. account does not exist in auth

Entries with no matching business identifier Note: with no matching business identifier in LEAR, no affiliation was made. 4945,TN19782853,Three Trees Custom Homes 2926,FM4667820, STALK BRANDS - one firm entry with this name in LEAR - FM0824664 2926,FM7393865,FRESH VIEW DIGITAL - one firm entry with this name in LEAR - FM0843398 2926,FM7391011,NOTABLE JOURNEYS - one firm entry with this name in LEAR - FM0780736 2926,FM8027651,TROPI FOODS - one firm entry with this name in LEAR - FM0764280 2926,FM6396379,CNC CONCEPTS KELOWNA - one firm entry with this name in LEAR - FM0772754

Other notes:

  • A bunch of affiliations were already done by client so no affiliation was required
  • 3 affiliation entries were manually updated:
    • 411825-05 was updated to FM0411825
    • 04-0363499 was updated to FM0363499
    • FM08471647 was updated to FM0871647
  • 95 entries were duplicates so these were ignored

argush3 avatar Nov 08 '22 20:11 argush3

@Mihai-QuickSilverDev It was brought up in standup today that if there is still work to be done for this ticket, we might want to create a separate ticket to deal with the outstanding affiliation issues.

argush3 avatar Nov 09 '22 19:11 argush3

Moved to done. We will create a follow-up ticket if there are any outstanding issues that need to be addressed with regards to failed affiliations from batch 1 & 2.

argush3 avatar Nov 10 '22 17:11 argush3