Demographic information and lookups

Review the demographic fields available on a person record, configure the person lookups behind marital status, highest education level and the rest, add and disable lookup codes, and see how a lookup change affects existing records and where legislation-specific lookup behaviour applies. Collect only what the client has a defined reason and a lawful basis to collect. Some demographic fields are legally required in some jurisdictions and prohibited in others — and the client's own legal and data protection advisers decide that, not you. Same rule as the statutory structures earlier in the course. Where a field is collected for statutory reporting, document which report consumes it. Fields collected "because they were on the old form" should be challenged — once, politely, and in writing. And disable lookup codes rather than deleting them. Existing records referencing a deleted code display badly, which is one of the failures in this module.

In this module: Module 9 · Person

1. 1The person record and effective datingFree preview
2. 2Person number generation
3. 3Person types
4. 4Name styles and formats
5. 5National identifiers and addresses
6. 6Demographic information and lookups
7. 7Person search and keywords
8. 8Photos, duplicates and record synchronization
9. 9Batch loading workers
10. 10What breaks
11. 11Lab: configure the person record and load 200 workers