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Liaison

Mapping Your In Progress Applications Source Format

The In Progress Applications Source Format is intended to create person records in Slate. If you'd like to create unsubmitted applications in Slate with in progress applications, you may wish to use the Applications Source Format.

Unique Identifiers for Matching

Slate will automatically create a new field in an overnight process after you import the standard Source Format for CAS In Progress application data and set it as "unique for merging". The standard Source Format maps CAS IDs into this field to ensure proper person-scoped matching for incoming CAS data.

  • Person scope: "CAS/Liaison Person ID"

Information Available for CAS In Progress Applications

With a CAS API subscription to the application.program.selected event, you'll receive data as soon as any applicant first selects one of your institution's programs. An applicant might select your institution's program after having selected other programs and filled out some or all of the CAS application. Alternatively, an applicant might select your institution's program first after creating a CAS profile. After an applicant creates a profile, the next screen shown is the Program Selection screen. The bare minimum of information you will get for CAS In Progress applications is the CAS profile information and information about the program selected. That information may include:

  • Title
  • First Name*
  • Middle Name
  • Last Name *
  • Suffix
  • Display Name
  • Email Address*
  • Preferred Phone Number*
  • Preferred Phone Number Type*
  • Alternate Phone Number
  • Alternate Phone Number Type*
  • Text and Phone Authorization
  • Program Selected* (all program attributes will be delivered)

*These fields are required for profile creation or file delivery.

With a CAS API subscription to the application.updated event with a data hold to exclude the application statuses: Undelivered, OnHold, ConductReview, Manual, Redirected, Received, Complete and Verified, you will continue to receive data files before submission and will receive updated information as the applicant fills out the application.

You'll need to import any fields you map to person-scoped fields as opposed to application-scoped fields.

Note on In Progress Visibility Restrictions

A CAS can allow full, partial, or no view of In Progress applications. The CAS In Progress to Slate Inquiry integration only works if the CAS you're interested in allows you to view In Progress applications. Consult the documentation for your CAS to determine if there are any visibility restrictions on In Progress applications.

Program Information

The values set in the CAS program properties when configuring your CAS programs can be used to identify which program an inquiry is interested in pursuing, allowing you to tailor your marketing communications to each person's interests. Different schools use these CAS program properties in different ways, making it impossible to pre-map most of these properties. You'll most certainly want to review the program properties available against your CAS program configuration strategy to determine which properties to map.

You can find the CAS program properties when remapping your Source Format by entering the following search term: "progMate.progSele0.". Review the most commonly mapped of these program properties.

For more information, visit the Slate Knowledge Base.

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