ECIF Data Stewardship

Notes: Trying to not have a lot of scrolling on the page. Potentially open to a redesign if
it makes sense. Highlighted areas need more info
Processes:
A. ECIF Data Stewardship
B. ECIF PS Data Stewardship

Heritage Human Services (E** Exposed) :

ECIFDSUI
ECIFDSUI 2
Report - Unassigned after two business days
Report - Unresolved after five days
Test Data Tree
Test Select

Heritage Human Services

1. Home
2. Search Party
3. Retrieve Party
4. Retrieve Household
5. Establish Party

1. Home
This is an option that will bring up the main page, though no work can be done without clicking
on 2., 3. 4, 5. This will be up for review on whether it should be removed.

2. Search Party
This option will change the view based on the dropdown selected for Search type.
2A. Party Type – Dropdown:
All
Person
Org – Currently Unused
2B. Search Type – Dropdown:
Name, Address, Party TIN, Phone number – these are
listed below 2D, 2E, 2G, 2F

2D. Name – Fields:

First Name
Middle Name
Last Name
Suffix designation – Dropdown:
JR, SR, I, II, III, IV, V, VI
2E. Address – Fields:
P.O. Box -- P.O. Box Number populates when
checked
City
State
Zip
2C. Customer Life Cycle Status – Dropdown:
No Filtering
Customer Only
Customer and Former Customer
All Parties

2G. Party TIN--

SSN/ ITIN / ATIN / EIN
 2F. Phone Number
Area Code
Phone Number

2F. Go

2F1. Multiple Columns – Pictured Above, multiple entries can be selected

2F2. Retrieve Selected Party – Refer to 3D1.
3. Retrieve Party
Info Needed

3A. Party ID

3B. ECN

3C. Person or Org Dropdown:

Person
Org

2D. Retrieve Party

3D1. Party Type – Party Details:
….

3D2 Tabs
Attributes, Names, Phones, Addresses, Emails,
Policies, Party Relationships, Preferences,
Suspect Duplicates
3D3. Modify Party – Refer to screenshots
below

3D4. Search and Collapse – Refer to

screenshots below. Allows duplicates to be
merged

3D5. Transfer Agreements – Refer to

screenshots below. Data elements that need
separated (Jr./Sr. scenario)

3D6. Retrieve Household – Refer to 4.

Retrieve Household
 3D3A.
3D3. Modify Party Static Details…
3D3B. Attributes
3D3H. Update Party Attributes

----------------------------------Names------------------------------------------- 3D3C. Names

3DZ. Add New
3DY. Update
3DX. Delete
3DW. Mark as Preferred Name

3D3D. Addresses
------------------------------Addresses--------------------------------------- 3DZ. Add New
3DY. Update
3DX. Delete
3D3E. Phones
<No image referenced>
3DZ. Add New
3DY. Update
3DX. Delete
---------------------------------Preferences---------------------------------------
3D3F. Email Addresses
<No image referenced>
3DZ. Add New
3DY. Update
3DX. Delete
3D3G. Preferences
3DS. Add
3DR. Update
3DQ. Delete
 3D4A. Select Search Type
3D4. Search and Collapse Dropdown:
Name Search
Address Search
Party TIN Search
Phone Number Search
3D4B. Select Party Type
Dropdown:
Person

3D4C. Name/Address

3D4E. Search Party 3D4D. Customer Life Cycle Status

Dropdown:
No Filtering
Customer Only
Customer and Former Customer
3D4E2. Retrieve Party All Parties
3D4E. Search Party
3D4E1. View Party Info
3D4E2. Retrieve Party
3D4E2. Confirm Merge
3D4F. View Party Information

3D4G. Retrieve Party

3D4H. Cancel
 3D5A. Static Details…
3D5. Transfer Agreements
3D5B. To Existing Party -- Refer to 3D4.
Search and Collapse screenshots
previously

3D4C. To New Party

3D4C. To New Party
3D4C1. Inputs
3D4C2. Inputs
3D4C3. Confirm & Establish a New
Party

Cancel

4. Retrieve Household
Manual move to select and move customers to a household (college student moving in with
parents)
4. Retrieve Household 4A. HH#

4B. Go

4C. Details…

4D. Move to New – this option is for

things like customer moving out of the
household
4E. Move to Known 4E. Move to Known – used if there is a
know policy to move to
4E1. Confirm
 5. Establish Party
For new prospective customers in ECIF. Required for opt outs.

5. Establish Party 5A. Static Inputs

5B. Suffix
Dropdown:
JR, SR, I, II, III, IV, V, VI

5C. Gender
Dropdown:
Unknown, Male, Female

5D. Marital Status

Dropdown:,
Single, Married, Divorced, Widowed,
Separated, Civil Union, Unknown
5E. Birth Date Opens a calendar

5F. Save
5G. Cancel