Engagement Scoring Tables

The following tables were added, removed, or modified for engagement scoring in the 7.6.0 release:

Table Name

Added, Removed, or Modified?

Additional Information

CUS_BALANCE_INFO

Modified

The primary key on this table was changed from a composite key comprised of the ORG_ID, ORG_UNIT_ID, MASTER_CUSTOMER_ID, and SUB_CUSTOMER_ID to an integer surrogate key CUS_BALANCE_INFO_ID. A unique constraint was added to this table on the ORG_ID, ORG_UNIT_ID, MASTER_CUSTOMER_ID, and the SUB_CUSTOMER_ID.

CUS_BALANCE_DETAIL_INFO

Removed

This table is no longer used by the engagement scoring calculation logic and as such has been dropped from the Personify360 database schema. There were no API objects associated with this table so there should be no upgrade impact to customers related to this change. The logic used to compute engagement scores now relies on the table CUS_ORDER_REPORTING_INFO.

CUS_ORDER_REPORTING_INFO

Modified

The primary key on this table was changed from a composite key comprised of the SHIP_MASTER_CUSTOMER_ID, SHIP_SUB_CUSTOMER_ID, ORDER_NO, and ORDER_LINE_NO to an integer surrogate key CUS_ORDER_REPORTING_INFO_ID. A unique constraint was added to this table on SHIP_MASTER_CUSTOMER_ID, SHIP_SUB_CUSTOMER_ID, ORDER_NO, and ORDER_LINE_NO. Additionally, the following columns were added:

·       ORDER_DATE

·       SUBSYSTEM

·       PRODUCT_ID

·       PARENT_PRODUCT

·       PRODUCT_TYPE_CODE

·       BASE_TOTAL_AMOUNT

·       INITIAL_BEGIN_DATE

·       CYCLE_BEGIN_DATE

·       CYCLE_END_DATE

·       LINE_STATUS_CODE

·       FULFILL_STATUS_CODE

·       INVOICE_NO

·       CUSTOMER_TYPE

·       ORDDET_ADDDATE

·       ORDDET_MODDATE

·       COM_COMMITTEE_MEMBER_BEGIN_DATE

·       COM_COMMITTEE_MEMBER_END_DATE

·       MODDATE

·       EMPLOYER_MASTER_CUSTOMER_ID

·       EMPLOYER_SUB_CUSTOMER_ID

CUS_ORDER_REPORTING_COM_INFO

Removed

This table is no longer used by the engagement scoring calculation logic and as such has been dropped from the Personify360 database schema. There were no API objects associated with this table so there should be no upgrade impact to customers related to this change. The logic used to compute engagement scores now relies on the table CUS_ORDER_REPORTING_INFO.

CUS_SCORE_INFO

Modified

The primary key on this table was changed from a composite key comprised of the MASTER_CUSTOMER_ID and SUB_CUSTOMER_ID to an integer surrogate CUS_SCORE_INFO_ID. A unique constraint was added to this table on the MASTER_CUSTOMER_ID and SUB_CUSTOMER_ID columns.

 

Data stored in this table is for Personify360 individual customer records. The table CUS_SCORE_ROLLUP_INFO contains data for Personify360 employer company records.

 

Additionally, several columns were added or modified. All of the columns whose names do not start with "Total" previously existed in CUS_SCORE_DETAIL_INFO but were moved to this table to reduce the number of queries that needed to be executed in order to improve performance.

For additional details about the changes made to this table, please see the CUS_SCORE_INFO Table Changes section below.

CUS_SCORE_ROLLUP_INFO

Added

This is a new table in 7.6.0 that contains the same information as CUS_SCORE_INFO, except it stores data for Personify360 employer company records.

CUS_INVOLVEMENT_INFO

Modified

The primary key on this table was changed from a composite key comprised of the MASTER_CUSTOMER_ID and SUB_CUSTOMER_ID to an integer surrogate CUS_SCORE_INFO_ID. A unique constraint was added to this table on the ORG_ID, ORG_UNIT_ID, MASTER_CUSTOMER_ID, SUB_CUSTOMER_ID, RECORD_TYPE, and Row Number columns.

ABS_SUBMISSION

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

ABS_SUBMISSION_REVIEWER

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

AWD_NOMINEE

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

AWD_NOMINEE_NOMINATION

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

AWD_NOMINEE_REVIEWER

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

COM_COMMITTEE_MEMBER

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

CRT_CUS_CERTIFICATION

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

CUS_SOCIAL_SCORE

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

CUS_VOLUNTEER_JOB_ASSIGNMENT

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the correct primary employer at the time that the engagement scoring event that triggers the inclusion of this data occurs.

ORDER_MASTER

Modified

The columns EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID were added to this table to support the roll-up of engagement scores to the employer of choice based on existing employment relationships, both primary and non-primary, stored in the CUS_RELATIONSHIP table.

CUS_SCORE_INFO Table Changes

The primary key on this table was changed from a composite key comprised of the MASTER_CUSTOMER_ID and SUB_CUSTOMER_ID to an integer surrogate CUS_SCORE_INFO_ID. A unique constraint was added to this table on the MASTER_CUSTOMER_ID and SUB_CUSTOMER_ID columns.

 

Data stored in this table is for Personify360 individual records. The table CUS_SCORE_ROLLUP_INFO contains data for Personify360 employer company records.

 

Additionally, the columns in the table below were added or modified. All of the columns whose names do not start with "Total" previously existed in CUS_SCORE_DETAIL_INFO but were moved to this table to reduce the number of queries that needed to be executed in order to improve performance.

Original Column Name New Column Name Description
SCORE_LIFETIME TOTAL_SCORE_LIFETIME  
SCORE_FYTD TOTAL_SCORE_FYTD  
N/A TOTAL_INVOLVEMENT_LIFETIME This is the sum of the following columns in this table:
MEMBERSHIP_SCORE_LIFETIME +
COMMITTEE_SCORE_LIFETIME +
VOL_JOB_ASSIGNMENT_SCORE_LIFETIME +
ABS_AUTHORED_SCORE_LIFETIME +
ABS_REVIEWED_SCORE_LIFETIME +
AWD_NOMINATION_SUBMITTED_SCORE_LIFETIME +
CERTIFICATION_SCORE_LIFETIME +
AWD_REVIEWED_SCORE_LIFETIME +
AWD_NOMINEE_SCORE_LIFETIME
N/A TOTAL_INVOLVEMENT_FYTD

This is the sum of the following columns in this table:

MEMBERSHIP_SCORE_FYTD +

COMMITTEE_SCORE_FYTD +

VOL_JOB_ASSIGNMENT_SCORE_FYTD +

ABS_AUTHORED_SCORE_FYTD +

ABS_REVIEWED_SCORE_FYTD +

AWD_NOMINATION_SUBMITTED_SCORE_FYTD +

AWD_REVIEWED_SCORE_FYTD +

CERTIFICATION_SCORE_FYTD +

AWD_NOMINEE_SCORE_FYTD

N/A TOTAL_TRANSACTION_LIFETIME

This is the sum of the following columns in this table:

MEMBERSHIP_DUES_SCORE_LIFETIME +

MEETING_SCORE_LIFETIME +

INV_PRODUCT_SCORE_LIFETIME +

GIFT_SCORE_LIFETIME +

SUBSCRIPTIONS_SCORE_LIFETIME +

EXHIBITS_SCORE_LIFETIME +

ADVERTISING_SCORE_LIFETIME +

OTHERTRANSACTIONS_SCORE_LIFETIME +

SPONSORSHIPS_SCORE_LIFETIME +

PLEDGE_SCORE_LIFETIME

N/A TOTAL_TRANSACTION_FYTD

This is the sum of the following columns in this table:

MEMBERSHIP_DUES_SCORE_FYTD +

MEETING_SCORE_FYTD +

INV_PRODUCT_SCORE_FYTD +

GIFT_SCORE_FYTD +

SUBSCRIPTIONS_SCORE_FYTD +

EXHIBITS_SCORE_FYTD +

ADVERTISING_SCORE_FYTD +

OTHERTRANSACTIONS_SCORE_FYTD +

SPONSORSHIPS_SCORE_FYTD +

PLEDGE_SCORE_FYTD

N/A TOTAL_SOCIAL_LIFETIME

This is the sum of the following columns in this table:

SOCIAL_COMMUNITY_SCORE_LIFETIME +

SOCIAL_COMMUNITY_CONTRIBUTOR_SCORE_LIFETIME +

SOCIAL_INFLUENCER_SCORE_LIFETIME

N/A TOTAL_SOCIAL_FYTD

This is the sum of the following columns in this table:

SOCIAL_COMMUNITY_SCORE_FYTD +

SOCIAL_COMMUNITY_CONTRIBUTOR_SCORE_FYTD +

SOCIAL_INFLUENCER_SCORE_FYTD

N/A TOTAL_SCORE_LIFETIME

This is the sum of the following columns in this table:

MEMBERSHIP_SCORE_LIFETIME +

COMMITTEE_SCORE_LIFETIME +

VOL_JOB_ASSIGNMENT_SCORE_LIFETIME +

ABS_AUTHORED_SCORE_LIFETIME +

ABS_REVIEWED_SCORE_LIFETIME +

AWD_NOMINATION_SUBMITTED_SCORE_LIFETIME +

AWD_REVIEWED_SCORE_LIFETIME +

AWD_NOMINEE_SCORE_LIFETIME +

CERTIFICATION_SCORE_LIFETIME +

MEMBERSHIP_DUES_SCORE_LIFETIME +

MEETING_SCORE_LIFETIME +

INV_PRODUCT_SCORE_LIFETIME +

GIFT_SCORE_LIFETIME +

SUBSCRIPTIONS_SCORE_LIFETIME +

EXHIBITS_SCORE_LIFETIME +

ADVERTISING_SCORE_LIFETIME +

OTHERTRANSACTIONS_SCORE_LIFETIME +

SPONSORSHIPS_SCORE_LIFETIME +

SOCIAL_COMMUNITY_SCORE_LIFETIME +

SOCIAL_COMMUNITY_CONTRIBUTOR_SCORE_LIFETIME +

SOCIAL_INFLUENCER_SCORE_LIFETIME +

PLEDGE_SCORE_LIFETIME

N/A TOTAL_SCORE_FYTD

This is the sum of the following columns in this table:

MEMBERSHIP_SCORE_FYTD +

COMMITTEE_SCORE_FYTD +

VOL_JOB_ASSIGNMENT_SCORE_FYTD +

ABS_AUTHORED_SCORE_FYTD +

ABS_REVIEWED_SCORE_FYTD +

AWD_NOMINATION_SUBMITTED_SCORE_FYTD +

AWD_REVIEWED_SCORE_FYTD +

AWD_NOMINEE_SCORE_FYTD +

CERTIFICATION_SCORE_FYTD +

MEMBERSHIP_DUES_SCORE_FYTD +

MEETING_SCORE_FYTD +

INV_PRODUCT_SCORE_FYTD +

GIFT_SCORE_FYTD +

SUBSCRIPTIONS_SCORE_FYTD +

EXHIBITS_SCORE_FYTD +

ADVERTISING_SCORE_FYTD +

OTHERTRANSACTIONS_SCORE_FYTD +

SPONSORSHIPS_SCORE_FYTD +

SOCIAL_COMMUNITY_SCORE_FYTD +

SOCIAL_COMMUNITY_CONTRIBUTOR_SCORE_FYTD +

SOCIAL_INFLUENCER_SCORE_FYTD +

PLEDGE_SCORE_FYTD

N/A MEETING_SCORE_LIFETIME Moved from CUS_BALANCE_DETAIL INFO to this table to improve performance.
N/A MEETING_SCORE_FYTD
N/A INV_PRODUCT_SCORE_LIFETIME
N/A INV_PRODUCT_SCORE_FYTD
N/A GIFT_SCORE_LIFETIME
N/A GIFT_SCORE_FYTD
N/A PLEDGE_SCORE_LIFETIME
N/A PLEDGE_SCORE_FYTD
N/A SUBSCRIPTIONS_SCORE_LIFETIME
N/A SUBSCRIPTIONS_SCORE_FYTD
N/A EXHIBITS_SCORE_LIFETIME
N/A EXHIBITS_SCORE_FYTD
N/A ADVERTISING_SCORE_LIFETIME
N/A ADVERTISING_SCORE_FYTD
N/A OTHERTRANSACTIONS_SCORE_LIIFETIME
N/A ORDERTRANSACTIONS_SCORE_FYTD
N/A SPONSORSHIPS_SCORE_LIFETIME
N/A SPONSORSHIPS_SCORE_FYTD
N/A COMMITTEE_SCORE_LIFETIME
N/A COMMITTEE_SCORE_FYTD
N/A MEMBERSHIP_SCORE_LIFETIME
N/A MEMBERSHIP_SCORE_FYTD
N/A ABS_AUTHORED_SCORE_LIFETIME
N/A ABS_AUTHORED_SCORE_FYTD
N/A ABS_REVIEWED_SCORE_LIFETIME
N/A ABS_REVIEWED_SCORE_FYTD
N/A VOL_JOB_ASSIGNMENT_SCORE_LIFETIME
N/A VOL_JOB_ASSIGNMENT_SCORE_FYTD
N/A AWD_NOMINEE_SCORE_LIFETIME
N/A AWD_NOMINEE_SCORE_FYTD
N/A AWD_NOMINATION_SUBMITTED_SCORE_LIFETIME
N/A AWD_NOMINATION_SUBMITTED_SCORE_FYTD
N/A AWD_REVIEWED_SCORE_LIFETIME
N/A AWD_REVIEWED_SCORE_FYTD
N/A MEMBERSHIP_DUES_SCORE_LIFETIME
N/A MEMBERSHIP_DUES_SCORE_FYTD
N/A CERTIFICATION_SCORE_LIFETIME
N/A CERTIFICATION_SCORE_FYTD
N/A SOCIAL_COMMUNITY_SCORE_LIFETIME
N/A SOCIAL_COMMUNITY_SCORE_FYTD
N/A SOCIAL_COMMUNITY_CONTRIBUTOR_SCORE_LIFETIME
N/A SOCIAL_COMMUNITY_CONTRIBUTOR_SCORE_FYTD
N/A SOCIAL_INFLUENCER_SCORE_LIFETIME
N/A SOCIAL_INFLUENCER_SCORE_FYTD