understanding the a2j import process getting your online intake data into kemp’s prime
TRANSCRIPT
Understanding theA2J Import Process
Getting your online intake Data into Kemp’s Prime
The ProcessSet up your A2J Interview
Import the Interview file into Prime
“Map” the variables
Ensure data consistency
Understanding the process
Test the Interview and deploy
Manual Import
Set up your A2J InterviewUse the A2J Author to create your online intake
interview
Import the Interview file into Prime
Choose the Interview file
Import the Interview file into Prime
Have Prime read the file and show the variables you are using in the Interview
Import the Interview file into Prime
Review the variables to make sure Prime found all of them
Import the Interview file into Prime
Insert any new variables into the A2J Import system
Import the Interview file into Prime
Remove any variables in the system that are no longer used
Import the Interview file into Prime
“Map” the variables
“Map” the variablesThis is a process where each variable used in
the Interview is shown
You have the option of “ignoring” or “importing”
If you “ignore” a variable, the system will do nothing with it
If you “import” a variable, the system needs to know where to store it
“Map” the variables
Variables from the Interview
What you want to do with them
Where they should go in the system
Ensure data consistencyReview the settings for your fields in Prime
Applicant Last Name is a string with 255 characters
Area code is a three digit numberZip code is a five digit numberCitizenship status is A, B, or C Income is a money amount (i.e., NOT
1234.6666666)Yes/No fields (checkboxes) are 1 or 0
Entries in the Interview that do not conform to the settings in Prime can cause import problems
Understanding the process
An A2J Online Intake system gathers data from the applicant utilizing the A2J graphical interface
Understanding the process
Once finished, the A2J Online Intake system sends the generated XML Answer File to a special import page
Answer File
Understanding the process
The import page takes the Answer File and reads the data
Answer File
Variable Value
AppFName James
AppLName Spencer
AppAddress
1212 Mockingbird Lane
AppCity Springfield
AppState MO
AppZip 65805
Understanding the process
The import page works down through each variable and determines (from the mapping done earlier) where to store the information
Variable Value
AppFName James
AppLName Spencer
AppAddress 1212 Mockingbird Lane
AppCity Springfield
AppState MO
AppZip 65805
Understanding the process
The original answer file is copied into a special table for later review (in the event of a failed import)
The data is copied over to the online intake screening table
Staff can use the online intake system built into Prime to review conflicts and copy data to the Eligibility and Client Intake forms
Manual Import In the event of a
failure in the automatic import process, a manual import can be attempted
If the manual import fails, it may reveal where there are problems with the data being inconsistent with the fields in Prime