The following Onboarding Data Sources exist:

• AlamoPromise
• College Connections
• Applications
• Financial Aid
• First Time In College (FTIC) Checklist Items
• Holds
• Addresses
• Contacts

Specific matching rules will exist for each individual data source.

Depicted below is the Source List in Axiom's Dashboard.

The "Locked" Status is assigned to a record that is being accessed and worked on by a user. The system will LOCK the record to prevent any duplicate or inconsistent information from being saved to the record.

The "Processing" Status is assigned to a record that has been through the verification process. It usually takes 3-10 minutes for the record to successfully upload in Salesforce. 

Some of the records/data sources have automated processing for the record loads. They will load and process onto Salesforce automatically. Some of the records/data sources actually need a user's verification, which will result in the "Awaiting Verification" Status being assigned to it. This will require a user to review the record and submit the match manually.

Each Data Source is assigned the following options that are accessible by clicking the Cog/Gear icon in the upper right-hand corner of each data source:

• Export Source
• Configure Source
• Deactivate Source
• Take Offline
• Upload File
• Record Manager

The following image is the Record Manager view that will populate. This option allows the user to see all records under one Data Source.