InterAction+ provides five rule collections that should meet most of your needs. These are the
following:
Each rule collection’s settings are set to match the description for the rule collection. For example, the unmanaged rule collection is set to automatically accept all adds, edits, and deletes, however the highly managed rule collection requires a submit or review action for all adds, edits, and deletes.
Data Change Management Settings
| Contact Type | Owner | Rule Collection |
| Our Personnel | Data Administrators | Highly Managed |
| Client | Data Administrators | Highly Managed |
| Alumni | Data Administrators | Managed |
| Our Consultant | Data Administrators | Managed |
| Prospect | Data Administrators | Managed |
| Client Personnel | Data Administrators | Partially Managed |
| Prospect Personnel | Data Administrators | Partially Managed |
| Deceased | Data Administrators | Highly Managed |
| Out of Business | Data Administrators | Highly Managed |
| College/University | Data Administrators | Unmanaged |
| Charitable Organization | Data Administrators | Unmanaged |
| Professional Organization | Data Administrators | Unmanaged |
| IQ Cloud, InterAction | Data Administrators | IQ Highly Managed |
| Default | Data Administrators |
Unmanaged |
Out-of-the-Box Highly Managed Rule Collection
The Highly Managed rule collection should be used to manage your most important contacts. This rule collection will generate a lot of Data Change Management tickets, so it should be used sparingly. Any addition, change, or delete a user makes to contact information generates a Data Change Management ticket that is sent to a data steward.
This rule collection is used for the following out-of-the-box contact types:
- Our Personnel
- Client
- Deceased
- Out of Business
The settings for this rule collection are the following:
| Field | Action | Rule |
| Address & Mailing Address | Add | Review Changes |
| Address & Mailing Address | Change | Pending Approval |
| Address & Mailing Address | Delete | Pending Approval |
| Address & Mailing Address | Format | Review Changes |
| Address & Mailing Address | Suspect | Pending Approval |
| Assistant Name | Add | Review Changes |
| Assistant Name | Change | Review Changes |
| Assistant Name | Delete | Pending Approval |
| Assistant Name | Format | Review Changes |
| Assistant Name | Suspect | Pending Approval |
| Company Common Name | Add | Review Changes |
| Company Common Name | Change | Pending Approval |
| Company Common Name | Delete | Pending Approval |
| Company Common Name | Format | Review Changes |
| Company Common Name | Suspect | Pending Approval |
| Company Name | Add | Accept |
| Company Name | Change | Pending Approval |
| Company Name | Delete | Accept |
| Company Name | Format | Review Changes |
| Company Name | Suspect | Pending Approval |
| Company Name (of person) | Add | Review Changes |
| Company Name (of person) | Change | Pending Approval |
| Company Name (of person) | Delete | Pending Approval |
| Company Name (of person) | Format | Review Changes |
| Company Name (of person) | Suspect | Pending Approval |
| Department | Add | Review Changes |
| Department | Change | Review Changes |
| Department | Delete | Pending Approval |
| Department | Format | Review Changes |
| Department | Suspect | Pending Approval |
| Eaddress | Add | Review Changes |
| Eaddress | Change | Pending Approval |
| Eaddress | Delete | Pending Approval |
| Eaddress | Format | Review |
| Eaddress | Suspect | Pending Approval |
| First Name | Add | Review Changes |
| First Name | Change | Pending Approval |
| First Name | Delete | Pending Approval |
| First Name | Format | Review Changes |
| First Name | Suspect | Pending Approval |
| Goes By | Add | Accept |
| Goes By | Change | Accept |
| Goes By | Delete | Review Changes |
| Goes By | Format | Accept |
| Goes By | Suspect | Pending Approval |
| Job Title | Add | Review Changes |
| Job Title | Change | Pending Approval |
| Job Title | Delete | Pending Approval |
| Job Title | Format | Review Changes |
| Job Title | Suspect | Pending Approval |
| Last Name | Add | Accept |
| Last Name | Change | Pending Approval |
| Last Name | Delete | Accept |
| Last Name | Format | Review Changes |
| Last Name | Suspect | Pending Approval |
| Middle Name | Add | Review Changes |
| Middle Name | Change | Pending Approval |
| Middle Name | Delete | Pending Approval |
| Middle Name | Format | Review Changes |
| Middle Name | Suspect | Pending Approval |
| Phone | Add | Review Changes |
| Phone | Change | Pending Approval |
| Phone | Delete | Pending Approval |
| Phone | Format | Review Changes |
| Phone | Suspect | Pending Approval |
| Suffix | Add | Accept |
| Suffix | Change | Accept |
| Suffix | Delete | Review Changes |
| Suffix | Format | Accept |
| Suffix | Suspect | Pending Approval |
| Title | Add | Review Changes |
| Title | Change | Review Changes |
| Title | Delete | Pending Approval |
| Title | Format | Review Changes |
| Title | Suspect | Pending Approval |
Out-of-the-Box Managed Rule Collection
The Managed rule collection is set to manage important changes users make to contact information, but not create Data Change Management tickets for all actions a user can take. For example, if a user deletes an address for a contact, the user’s change is submitted to a data steward for approval. However, if a user adds a person’s middle name, it is automatically accepted without sending a ticket to the data steward.
This rule collection is used for the following out-of-the-box contact types:
- Alumni
- Our Consultant
- Prospect
Most changes users make to contact information generate review tickets that are sent to the data steward.
The settings for this rule collection are the following:
| Field | Action | Rule |
| Address & Mailing Address | Add | Accept |
| Address & Mailing Address | Change | Accept |
| Address & Mailing Address | Delete | Review Changes |
| Address & Mailing Address | Format | Accept |
| Address & Mailing Address | Suspect | Pending Approval |
| Assistant Name | Add | Accept |
| Assistant Name | Change | Review Changes |
| Assistant Name | Delete | Review Changes |
| Assistant Name | Format | Accept |
| Assistant Name | Suspect | Pending Approval |
| Company Common Name | Add | Accept |
| Company Common Name | Change | Review Changes |
| Company Common Name | Delete | Review Changes |
| Company Common Name | Format | Accept |
| Company Common Name | Suspect | Pending Approval |
| Company Name | Add | Accept |
| Company Name | Change | Pending Approval |
| Company Name | Delete | Accept |
| Company Name | Format | Review Changes |
| Company Name | Suspect | Pending Approval |
| Company Name (of person) | Add | Accept |
| Company Name (of person) | Change | Review Changes |
| Company Name (of person) | Delete | Review Changes |
| Company Name (of person) | Format | Review Changes |
| Company Name (of person) | Suspect | Pending Approval |
| Department | Add | Accept |
| Department | Change | Accept |
| Department | Delete | Accept |
| Department | Format | Accept |
| Department | Suspect | Pending Approval |
| Eaddress | Add | Accept |
| Eaddress | Change | Accept |
| Eaddress | Delete | Accept |
| Eaddress | Format | Accept |
| Eaddress | Suspect | Pending Approval |
| First Name | Add | Review Changes |
| First Name | Change | Review Changes |
| First Name | Delete | Pending Approval |
| First Name | Format | Review Changes |
| First Name | Suspect | Pending Approval |
| Goes By | Add | Accept |
| Goes By | Change | Accept |
| Goes By | Delete | Review Changes |
| Goes By | Format | Accept |
| Goes By | Suspect | Pending Approval |
| Job Title | Add | Accept |
| Job Title | Change | Accept |
| Job Title | Delete | Accept |
| Job Title | Format | Accept |
| Job Title | Suspect | Pending Approval |
| Last Name | Add | Accept |
| Last Name | Change | Pending Approval |
| Last Name | Delete | Accept |
| Last Name | Format | Review Changes |
| Last Name | Suspect | Pending Approval |
| Middle Name | Add | Accept |
| Middle Name | Change | Accept |
| Middle Name | Delete | Accept |
| Middle Name | Format | Accept |
| Middle Name | Suspect | Pending Approval |
| Phone | Add | Accept |
| Phone | Change | Review Changes |
| Phone | Delete | Review Changes |
| Phone | Format | Accept |
| Phone | Suspect | Pending Approval |
| Suffix | Add | Accept |
| Suffix | Change | Accept |
| Suffix | Delete | Review Changes |
| Suffix | Format | Accept |
| Suffix | Suspect | Pending Approval |
| Title | Add | Accept |
| Title | Change | Accept |
| Title | Delete | Accept |
| Title | Format | Accept |
| Title | Suspect | Pending Approval |
Out-of-the-Box Partially Managed Rule Collection
The Partially Managed rule collection is set to accept most changes users make to contact information. This rule collection should be used for any contact types or rule sets where you do not want to manage the contact data, however you want to be notified if a user makes a suspect change. For example, you may not mind if a user changes the business address for a partially managed contact, but you want to be notified if a user enters a phone number that only has two digits.
This rule collection is used for the following out-of-the-box contact types:
- Client Personnel
- Prospect Personnel
The Partially Managed rule collection is set to accept the following changes users make to all contact information:
- Add
- Change
- Delete
- Format
Out-of-the-Box Unmanaged Rule Collection
The Unmanaged rule collection is set to not manage any changes a user makes to a contact. This rule collection should be used for contact types where you do not wish to manage changes users make. For example, this rule collection is used with the following out-of-the- box contact types and rule sets:
- College/University
- Charitable Organization
- Professional Organization
- Default
This rule collection does not generate tickets for any changes users make to any contact data. This includes the following changes:
- Add
- Change
- Delete
- Format
- Suspect
Out-of-the-Box IQ Highly Managed Rule Collection
The IQ Highly Managed rule collection is set to Pending Approval for any changes a user makes to a contact. This rule collection should be used for contacts that are updated through IQ Signature Capture.
Out-of-the-Box Externally Owned Rule Collection
The Externally Owned rule collection is not yet available. Check for updates in What's New to verify when this rule collection is added to Data Change Management.