Records Import

Navigate: Reports and Interfaces > Records Import > Import Records

Description

This screen enables you to schedule the Records Import. This process enables administrative data to be imported into Aumentum Records from an external source system that is not a part of Aumentum. It uses the integration tables that are supplied with the Aumentum Developer Toolkit (purchased separately).

IMPORTANT: Because batch processes require system resources, you might choose to schedule them to run during off-peak hours.

IMPORTANT:

Revenue objects have security rights. If you do not have view rights, the Primary Situs field displays the default security message of CONFIDENTIAL ADDRESS. When security rights for user roles do not allow read/write privileges for revenue objects, users are not allowed to change ownership, create or maintain mailing or situs addresses, create or update revenue objects, or set the revenue object effective date.
An application setting called Confidential revenue object message was created. If you are the administrator, to set this, go to Configuration > Application Settings > Maintain Applications Settings, set the effective date, and select the Sort by module of Records. Enter the message you want to display.
To set security rights, go to Configuration > Security > Roles > Maintain a Role > Edit > Edit Role Details > Non Menu Items > Edit Non-Menu Item Role Details. Select Records and edit the rights for Confidential revenue object message. When performing searches for revenue objects or when performing various tasks associated with revenue objects, if read rights are not set, the mailing address and situs address information are not displayed but are replaced by the message defined.
Group Sequence, Legal Party Role Sub Type, Original Transferor and Survivorship are included in IntgParty portion of the XML of the RecordsWSAPI.ImportEvents API so they can be passed into Import Events. This allows customers using Import Events to update these four columns that were added to Legal Party Role in a previous Aumentum version.

NOTE: Your jurisdiction determines how often this interface runs (i.e., daily or weekly).

Jurisdiction Specific Information

Steps

Check the Recurring schedule checkbox to define the schedule details

OR

Click the Date Picker from the Schedule at field to choose a date and time to run the import process. If you do not select a date and time, the current date and time is the default.
Click Finish.

Monitor the batch process or check its status using Information Center > Batch Processes.
Errors and warnings are reported in the IntgLog table. Use a query tool to view the table. You will need to know the set control number (similar to a batch number) and the date in order to view the correct data in the log.

Developer Toolkit Summary

Provided with the Aumentum Developer Toolkit is a set of integration tables. These tables can be used to import administrative data into Aumentum Records from a third-party system. The general process can be summarized as:

Using scripts, your jurisdiction inserts data into the Aumentum Developer Toolkit integration tables. The data originates in your administrative source system and includes transactions such as new parcels, changes to existing parcels, split transactions, merge transactions, transfers of ownership, and so forth.
The Records Import process updates the Aumentum Records database with the data in the integration tables. The data is then available to other Aumentum modules, such as Tax Accounting.
Errors and warning are reported in the IntgLog table.

The format of the integration tables and the data to be imported is generally worked out between your jurisdiction's technical staff and the Aumentum Engineering team. Your jurisdiction will determine how often this process needs to run.

The Transfer Web Service also allows the option to clear the associated legal parties before completing a transfer.

Tips

See Batch Processes in Aumentum for more information about running and monitoring batch processes.