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Downstream Considerations

Data integrations exist to support business processes. It is not enough to simply move data from one system to another: that data must then be used. When CAS applications are moved into Slate, there are several considerations unique to your business process that you’ll need to keep in mind to ensure your staff can do the work they need to do. The topics below are common downstream considerations that warrant your attention.

References/Letters of Recommendations

Letters of recommendation are not mapped to the reference object in Slate, which means the auto-generated Slate checklist items will not function. You may wish to reconfigure your checklist items to be more generic, make sure to review the Material Fulfillment Rank section if you choose this approach.

If you wish to have reference metadata in Slate, custom fields should be used.

Review the Slate documentation about auto-generated checklist items and custom checklist items for more information.


Importing applications changes the behavior of Slate system emails and may impact recipient lists for your other emails. We recommend testing the lifecycle of an applicant to identify emails that may need to be updated.

To create an email template in Slate’s Deliver module that notifies applicants that their application has been received and that provides them the information they need to access the Slate portal (in place of the "Account Created" and "Application Submitted" system emails), follow the Slate documentation.

Race & Ethnicity for Foreign Nationals

CAS asks optional questions to all applicants regarding their race and ethnicity, regardless of citizenship status. This may be a change to your data if you previously only asked for this information of U.S. citizens and permanent residents. It is important to note that this information will populate the Slate default dashboard for person records and anywhere else these exports are used. If relevant, inform your Slate users of the change. If you do not want this information in Slate, you may want to consider scheduling a retention policy to periodically delete select race and ethnicity data. Review the Slate documentation on using the retention policy editor for more information.

Application Material in Slate Reader

If you used the Slate auto PDF as an application material in your reader and imported data from CAS that was not on your previous Slate application, then the new information will not appear in the Slate auto PDF. The Slate auto PDF is an automatic generation of the Slate-hosted application.

You may wish to use the CAS full application PDF in the reader instead, which has all the questions from the CAS application. Alternatively, you could replace the Slate auto PDF with a custom portal. Review the Slate documentation on portals in the reader for more information.

For more information, also see the Slate Knowledge Base.

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