Add Windfall Exclusion Attributes to Adult Children with Parent's Home Address

What Does It Do?

The OUD-DS3 best practice is for Windfall interest and wealth rating data to be ignored for constituents aged 25 or older who have the same primary home address as their parents, because the screenings may be skewed by their parents’ wealth.

This integrity check identifies constituents aged 25+ or with no age in DART who have the same primary home address as their parents so that they can be given Windfall Wealth Rating Exclusion and Windfall Interest Data Exclusion attributes to remove them from automatic Windfall wealth and interest data updates.

How Is This Done?

This integrity check is run using two SQL Server views called [INTEGRITY_CHECKS].[dbo].[IDS.V-INTEGRITY CHECK-ATTRIBUTE-Add WindFall Interest Exclusion for Adults with Same Primary Home as Parent(DW)] and [INTEGRITY_CHECKS].[dbo].[IDS.V-INTEGRITY CHECK-ATTRIBUTE-Add WindFall Wealth Rating Exclusion for Adults with Same Primary Home as Parent(DW)] , which are located in DB-OUD > Databases > INTEGRITY_CHECKS > Views.

That views query constituents aged 25 or older or without an age (indicated by age=0) who have the same primary home address as their parents in DART. This will not pull in constituents whose parents are not in DART. This only considers US Home addresses that are not PO Boxes and which are flagged as primary and do not have an end date. This is consistent with the addresses submitted to WindFall as part of the screening process and reflects the last known address.

The child in the relationship will receive two attribute values for the Windfall Employment Exclusion attribute category: Windfall Wealth Rating Exclusion and Windfall Interest Data Exclusion.

Addresses must always match on state; address matches must meet one of the following conditions based on the address block:

• Street numbers (first numbers in the address) match

  • Example: 123 Pioneer Dr, Rochester Hills MI 48309-4482 and 123 Pioneer, Rochester Hills MI 48307-2876

• Street number can’t be extracted but address block matches exactly

  • Example: O-34 Leonard St NW, Grand Rapids MI 49534-6811 and O-34 Leonard St NW, Grand Rapids MI 49534

• Street number can’t be extracted but address blocks are substrings of each other

  • Example: Mailbox 555555 45678 Woodside Dr and 45678 Woodside Dr

If an adult child and their parent have the same address block and state but different cities, they will not be returned by this query and the child in the relationship would not receive the attributes.

• Example: 123 Sesame St, Hudson Mills MI and 123 Sesame St, Dover MI

If an adult child and their parent live in the same apartment building but in different apartments, they will be returned by this query and the child in the relationship would receive the attributes.

• Example: 456 Liberty St Apt 706, Ann Arbor MI and 456 Liberty St Apt 104, Ann Arbor MI

* All address examples have been anonymized by changing the numbers.

Resources and References

S:\IDS\MES\SQL Scripts\DATA QUALITY\ATTRIBUTE\

Snapshot GUID: BBDW.FACT_ConstituentRelationship.ConstituentSystemID --- BBDW.FACT_ConstituentRelationship.ReciprocalConstituentSystemID (Child --- Parent)