Feel free to post feedback here, or contact me at john.o'connell@blackbaud.com and we can set up a time to talk.

- Who in your organization has needs to use a mapping tool (what is their role and interaction with CRM system)

- What tasks do they need to accomplish (for themselves or for others) with mapping tools

Do you also rate groups of constituents, like a household, family or family foundation? If not today, do you envision doing so?

Known Individual and Organizational Relationships

Relationship Tree

Extended Relationships (Powered by PeopleLink)

The main idea is the if you are viewing the relationship tree or the extended relationships, you can easily add someone as a first degree relationship. The system will try and identify constituents returned from PeopleLink as existing in the system, and these found will be listed in bold.

This relationships area should be available in both stand alone and integrated environments. In V2 of Sherlock we will create a more graphical representation of the six degrees of separation idea, but hopefully this is a good start. Please let me know your thoughts.

http://sharepoint/sites/Products/TRE/Sherlock/Requirements/Increment%201/UseCase4_UI_ProfileReport.doc

I recently created two additional example reports. The first I will refer to as a full summary. It is similar to the full detail in that it lists all of the wealth records we have on a prospect, but it is summarized with just the main points instead of providing all of the detail:

http://sharepoint/sites/Products/TRE/Sherlock/Requirements/Increment%201/UseCase4_UI_ProfileReportFullSummary.doc

The other example report I made I refer to as a thumbnail. It is a one page highlight of the constituent, something perhaps provided during an initial prospect validation before a thorough research has been performed. It is seen here:

http://sharepoint/sites/Products/TRE/Sherlock/Requirements/Increment%201/UseCase4_UI_ProfileReportThumbnail.doc

Please feel free to check these reports out and let me know what you think. What would you add? What would you take away? The idea is that we want to provide a couple of default templates that they can use right out of the box. However, they will be getting the ability to create/customize their own templates, so these could end up being just examples for them to use as guidelines. Development will be looking to add these templates soon, so please forward any comments so we can fix them up if necessary.

Please provide any feedback on missing combinations, thoughts on where certain confidence levels belong by default, etc. Thanks for the help!!

Level 1 (Confidence = 4)

P01 Last Name, Primary Address, First/Middle Combination, Suffix

Matching last name, matching primary address, first and middle name combination, and a suffix

S01 Spouse Last Name, Primary Address, Spouse First/Middle Combination, Suffix

Matching spouse last name, matching primary address, spouse first and middle name combination, and a suffix

P02 Last Name, Primary Address, First/Middle Combination (Old A1 match code)

Matching last name, matching primary address, and a valid first and middle name combination

S02 Spouse Last Name, Primary Address, Spouse First/Middle Combination (Old A1S match code)

Matching spouse last name, matching primary address, and a valid spouse first and middle name combination

P03 Last Name, DOB, First/Middle Combination (Old A3 match code)

Matching last name, matching date of birth, and a valid first and middle name combination

S03 Spouse Last Name, Spouse DOB, Spouse First/Middle Combination (Old A3S match code)

Matching spouse last name, matching spouse date of birth, and a valid spouse first and middle name combination

P04 Last Name, Phone Number, First/Middle Combination (Old A5 match code)

Matching last name, any matching phone number, and a valid first and middle name combination

S04 Spouse Last Name, Phone Number, Spouse First/Middle Combination (Old A5S match code)

Matching spouse last name, any matching phone number, and a valid spouse first and middle name combination

Level 2 (Confidence = 3)

P05 Last Name, Address (Old A2 match code)

Matching last name, matching primary address

S05 Spouse Last Name, Address (Old A2S match code)

Matching spouse last name, matching primary address

P06 Last Name, Company Name or Business Address, First/Middle Combination (Old A4 match code)

Matching last name, matching company name or business address, and a valid first and middle name combination

S06 Spouse Last Name, Company Name or Address, Spouse First/Middle Combination (Old A4S match code) Matching spouse last name, matching company name or business address, and a valid spouse first and middle name combination

P16 Last Name, Non-profit Name, First/Middle Combination

Matching last name, matching Non-profit name and a valid first and middle name combination

S16 Spouse Last Name, Non-profit Name, Spouse First/Middle Combination

Matching spouse last name, matching Non-profit name and a valid spouse first and middle name combination

P17 1st 3 characters Last Name, Primary Address, First/Middle Combination

Matching 1st 3 characters last name, matching primary address and a valid first and middle name combination

S17 1st 3 characters Spouse Last Name, Primary Address, Spouse First/Middle Combination

Matching 1st 3 characters spouse last name, matching primary address and a valid spouse first and middle name combination

Level 3 (Confidence = 2)

P07 Last Name, Primary ZIP Code, First/Middle Combination (Old B1 match code)

Matching last name, matching primary ZIP code, and a valid first and middle name combination

S07 Spouse Last Name, Primary ZIP Code, Spouse First/Middle Combination (Old B1S match code)

Matching spouse last name, matching primary ZIP code, and a valid spouse first and middle name combination

P08 Last Name, Geographic Close Primary ZIP Code, First/Middle Combination (Old B2 match code)

Matching last name, geographically close primary address ZIP codes, and a valid first and middle name combination

S08 Spouse Last Name, Geographic Close Primary ZIP Code, Spouse First/Middle Combination (Old B2S match code) Matching spouse last name, geographically close primary address ZIP codes, and a valid spouse first and middle name combination

P09 Last Name, 1st 3 digits Primary ZIP Code, First/Middle Combination (Old Z1 relaxed match code)

Matching last name, matching first 3 digits of primary address’s ZIP code, and a valid first and middle name combination

S09 Spouse Last Name, 1st 3 digits Primary ZIP Code, Spouse First/Middle Combination (Old Z1S relaxed match code) Matching spouse last name, matching first 3 digits of primary address’s ZIP code, and a valid spouse first and middle name combination

P10 Last Name, 1st 3 digits Business ZIP Code, First/Middle Combination (Old Z4 relaxed match code)

Matching last name, matching first 3 digits of business address’s ZIP code, and a valid first and middle name combination

S10 Spouse Last Name, 1st 3 digits Business ZIP Code, Spouse First/Middle Combination (Old Z4S relaxed match code) Matching spouse last name, matching first 3 digits of business address’s ZIP code, and a valid spouse first and middle name combination

P15 Last Name, Primary City, Primary State, Primary ZIP Code, First/Middle Combination

Matching last name, matching primary city, matching primary state, matching primary ZIP Code and a valid first and middle name combination

S15 Spouse Last Name, Primary City, Primary State, Primary ZIP Code, Spouse First/Middle Combination

Matching spouse last name, matching primary city, matching primary state, matching primary ZIP Code and a valid spouse first and middle name combination

Level 4 (Confidence = 1)

P11 Last Name, First/Middle Combination (Old N1 match code)

Matching last name and a valid first and middle name combination

S11 Spouse Last Name, Spouse First/Middle Combination (Old N1S match code)

Matching spouse last name and a valid spouse first and middle name combination

P12 Last Name, Primary City, First/Middle Combination

Matching last name, matching primary city and a valid first and middle name combination

S12 Spouse Last Name, Primary City , Spouse First/Middle Combination

Matching spouse last name, matching primary city and a valid spouse first and middle name combination

P13 Last Name, Primary State, First/Middle Combination

Matching last name, matching primary state and a valid first and middle name combination

S13 Spouse Last Name, Primary State, Spouse First/Middle Combination

Matching spouse last name, matching primary state and a valid spouse first and middle name combination

P14 Last Name, Any ZIP Code, First/Middle Combination

Matching last name, matching any ZIP code and a valid first and middle name combination

S14 Spouse Last Name, Any ZIP Code, Spouse First/Middle Combination

Matching spouse last name, matching any ZIP code and a valid spouse first and middle name combination

P18 Primary Address, Primary ZIP Code

Matching primary address, matching primary ZIP code

P19 Primary Address, Primary City, Primary State