Affiliate SP/GPs in Prod
@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
@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
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 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
@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.
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.